We were delighted to host our 3rd annual event for the independent wealth management community in Asia, in Singapore in March.

 

Please mark the date of our 2016 event in your diary now – Thursday 10th March.

 

Around 250 people attended – including senior management at leading independent wealth managers, family offices and other relevant organisations. They explored the reality of the Asian opportunity for independent wealth management.

 

Many thanks again to those people who participated in and attended the event, and especially to our sponsors. Thank you for your support.

AGENDA

With the number of independent firms of varying types and business models in the region still relatively small, yet with a growing need to service the business and personal investment aspirations of HNW and UHNW individuals and families – we brought together key market participants to discuss and debate the potential for independent firms to be more successful.

 

They also looked at the various challenges: clear definitions of each type of organisation; clarity over fee models; attracting more competent and experienced advisers from private banks and elsewhere to grow their businesses; and creating appealing investment prospects for Asian families.

 

View agenda

Download PDF agenda

SPEAKERS

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    Alice Lee
    Chartered Investment Managers
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    Anthonia Hui
    AL Wealth Partners
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    Audrey Lo
    ALPS Advisory
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    Chao Li
    Hermes Investment Management
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    Christopher Faddy
    BNY Mellon Managed Investments
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    David Schmid
    Leonteq Securities
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    David Varley
    AXA
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    Dr Ekkehard J. Wiek
    Straits Invest
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    Dr Juerg Steffen
    Henley & Partners
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    Federico Donato
    FFA Asia
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    Jack Wang
    Lexico
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    Jakob Nilsson
    Hermes Fund Managers
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    James Dougall
    Secure Wealth Management
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    Jim Huang
    Tennou Capital Management
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    John Berry
    Asia Plantation Capital
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    Lucie Hulme
    TriLake Partners
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    Mandeep Nalwa
    Taurus Wealth Advisors
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    Mark Nelligan
    Pershing Securities
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    Patrick Donaldson
    Thomson Reuters
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    Philipp Piaz
    Finaport
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    Rehan Yar Khan
    Orios Venture Partners
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    Rolf Haudenschild
    BRP
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    Roxanne Davies
    Parly Singapore
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    Stephen Fisher
    First Degree Global Asset Management
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    Steve Knabl
    Swiss Asia
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    Tanmai Sharma
    Mesitis
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    Urs Brutsch
    HP Wealth Management
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    Vikas Gattani
    Progress Capital
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    Yai Sukonthabhund
    Crossbridge Capital Asia
Jonathan Hubbard
Head of Wealth Planning, Asia
UBS Wealth Management
“The content is good and the engagement of the audience is excellent. It’s been thought-provoking and what I like is that people have been quite happy to engage in discussions about the issues. Now what we’ve got to do is get the people in this room to translate that into how they deal with their clients.”
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VENUE

Mandarin Oriental Singapore

5 Raffles Avenue

Marina Square

Singapore

Mandarin Oriental Singapore

5 Raffles Avenue

Marina Square

Singapore

Hotel Website

SPONSORS

GOLD

SILVER

BRONZE

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