We were delighted to host our inaugural Building the Skills You Need for Success in Wealth Management Forum 2015 in Singapore in March.

 

Please mark the date of our 2016 event in your diary now – Tuesday 8th March.

 

Around 350 people attended – including individuals in client-facing roles delivering wealth-related products and services at Private Banks, Retail Banks, IFAs, Independent Wealth Management Firms, Insurance Companies and Family Offices.

 

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

AGENDA

With clients getting more knowledgeable in recent years, markets becoming more volatile, and financial products getting more sophisticated, we brought together key participants in the wealth management community to discuss & debate how the role of a wealth manager has been changing - including new client expectations about the skill-sets private bankers should have, including their technical knowledge and understanding.

 

View agenda

Download PDF agenda

SPEAKERS

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    Andrew Chow
    BNP Paribas
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    Andrew Hendry
    Westoun Advisors
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    Anthonia Hui
    AL Wealth Partners
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    Christopher Faddy
    BNY Mellon Managed Investments
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    Damien Ryan
    Ryan Communication
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    David MacDonald
    Hubbis
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    David Schmid
    Leonteq Securities
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    Jamie McNish
    Zurich Global Life Singapore
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    Kees Stoute
    Hubbis
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    Lee Wong
    UBP
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    Matthew Dabbs
    AAM Advisory
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    Michael Stanhope
    Hubbis
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    Michelle Stanhope
    Hubbis
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    Nick Pollard
    CFA Institute
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    Reto Fuchs
    Skillfox
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    Richard Morrow
    Hubbis
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    Steve Knabl
    Swiss Asia
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    Steven Ong
    Financial Planning Association of Singapore
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    Terry Alan Farris
    Taurus Wealth Advisors
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    Vish Jain
    Siam Commercial Bank
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    Yash Mishra
    Taurus Wealth Advisors
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

Marina Mandarin Singapore

6 Raffles Boulevard Marina Square 
Singapore

Marina Mandarin Singapore

6 Raffles Boulevard Marina Square 
Singapore

Hotel Website

SPONSORS

PLATINUM

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