How can private wealth managers continue to capture growth opportunities?

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  • What is the secret ingredient of a successful offering?
  • How are private wealth managers evolving to offer a wider range of solutions - like insurance, and wealth planning services?
  • What do UHNW clients expect of their advisers and the professional services firms they work with? How is this changing?
  • What are the practical considerations for HNW clients in wealth protection and transfer?

 

Chair

Lee Sleight
Head of Business Development, Asia
Lombard International Assurance

Panel Members

Carolyn Leng
Managing Director
Bordier & Cie

Francis Liu
Chief Executive Officer, Private Clients, Asia & Chief Executive Officer, Singapore
Lombard Odier

Gautam Duggal
Global Head, Bancassurance, Group Wealth Management
Standard Chartered Bank

Anthony Chan
Chief Executive Officer
Isola Capital

Michael Velten
Tax Leader
Deloitte Private

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