8.40am
Registration

 

9.00am
Welcome address

 

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

 

9.05am
Keynote speech
Singapore as a hub for independent wealth in Asia

 

Anthonia Hui
Chief Executive Officer, AL Wealth Partners
President, Association of Independent Asset Managers (Singapore)

 

• Who is AIAM Singapore?
• Value-add to members
• The role of AIAM in the industry and with the regulators

 

9.20am
Panel discussion

How are we getting on?

 

• What progress have we made as an industry?
• What’s still lacking in the development of the business?
• What are the economics, both for independent firms and private banks?
• This will probably be a tough year for many people – is this a good opportunity for you to grow your business?
• Do we understand the compliance burden? Can we deal with it?

 

Chair

 

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

 

Panel members

 

Urs Brutsch
Managing Partner & Founder
HP Wealth Management

 

Anthonia Hui
Chief Executive Officer
AL Wealth Partners

 

Rohit Bhuta
Chief Executive Officer
Crossinvest

 

Philipp Piaz
Partner
Finaport

 

10.05am
Presentation

A new edge in investing in Asia

 

Jeff Medina
Head of Business Development
Asia Cornerstone Asset Management

 

• Why invest in aquaculture and agriculture businesses
• Investment policies and processes

 

10.15am
Panel discussion
Help, I’m so confused

 

• Where are we with FATCA?
• Where are we with CRS?
• Where are we with AEOI?
• What are the consequences for me and my clients?

 

Chair

 

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

 

Panel members

 

Angelo Venardos
Chief Executive Officer
Heritage Trust Group

 

Shanker Iyer
Founder & Chairman
Iyer Practice Advisers, Singapore & Hong Kong

 

Rolf Haudenschild
Principal Compliance Consultant
Maroon Analytics

 

Liam Collins
Partner
PwC

 

David Varley
Head of High Net Worth - Asia
AXA

 

Rashmi Lodha
Associate Director, Tax & Compliance
Amicorp Singapore

 

11.00am
Refreshments & networking

 

11.30am
Presentation

FATCA - a practitioner’s perspective

 

Jessica Cutrera
Managing Director
EXS Capital

 

• What you need to do internally
• How best to prepare and work with your clients

 

11.40am
Presentation

Investing in preferred securities

 

Matthew R Byer
Executive Director and Chief Operating Officer
Spectrum

 

• What are preferred securities?
• Opportunities in preferred securities
• How big an impact is regulation having on preferred securities?
• How important is security structure and quality?
• How did preferred securities perform last year?
• Why should investors consider allocating to preferred securities?

 

11.50am
Presentation

Women: investing with a purpose - why women investors may need a different approach to reach their goals

 

Mark Nelligan
Chief Executive Officer, Singapore
Pershing Securities

 

What if you could have a more engaging discussion with your women clients about their investments and risk? There is a proven way to draw a clearer connection among the purpose for their investment, their investment choices and risk tolerance. It’s called purpose-based engagement. Join Mark Nelligan, managing director Pershing Singapore Securities, as he discusses ways to build stronger relationships with women investors to help them achieve their financial goals.

 

12.00pm

Panel discussion
Redefining and evolving the custody platform for this industry

 

·        Is your client service, along with the technology and products offerings, improving? Or are private banks now too fearful and conservative to be of much help for you and your clients?

·        What more can your custodians do for you to add value?

·        What do you not want from your custodians?

·        How do you choose the right custodian? What is the difference between a good one and bad one?

·        Are there any other viable custody options that you should explore?

 

Chair

 

Michael Stanhope

Chief Executive Officer & Founder

Hubbis

 

Panel members

 

Steve Knabl

Managing Partner

Swiss Asia

 

Jessica Cutrera
Managing Director
EXS Capital
 

Mark Nelligan

Chief Executive Officer, Singapore

Pershing Securities

 

Peter Williams
Structured Solutions Sales
Leonteq Securities

 

12.45pm

Lunch

 

1.35pm

Panel discussion
What’s the definition of an independent wealth manager?

 

·        Do we really know what we are offering, and why we are different?

·        What are the business models? And what is the difference between them?

·        Does it matter which one I choose?

·        How do I more clearly explain the value proposition to clients, and also private bankers?

 

Chair

 

Michael Stanhope

Chief Executive Officer & Founder

Hubbis

 

Panel members

 

Steve Davies

Chief Executive Officer

Javelin Wealth Management

 

Rajini Kodialam
Managing Director
Focus Financial Partners
 

Patricia Thomas
Chief Executive Officer, Asia
IRM Family Office
 

Filippo Fabbris
Portfolio Manager

Oclaner Asset Management

 

Yash Mishra

Managing Director, Head, Private Clients

Taurus Wealth

 

2.15pm

Presentation

Residence and citizenship planning for Asian families - an overview

 

Dominic Volek

Head South East Asia

Henley & Partners

 

·        Why do families relocate?

·        What should HNW families consider when carrying out residence and citizenship planning?

·        Current developments in residence and citizenship programmes

 

2.25pm

Refreshments & networking

 

2.55pm

Presentation

Will CRS really be - son of FATCA?

 

Angelo Venardos
Chief Executive Officer
Heritage Trust Group

 

• Panic now or later?
• Hong Kong - from EOI to AEOI
• Singapore and Indonesia
• BVI

 

3.05pm

Panel discussion
Private versus public markets - what does a client want today?

 

·        How do you add value to a client’s portfolio?

·        Are they more interested today in absolute returns?

·        Which assets do my clients want?

·        What’s the best way to source and deliver on this?

·        How do clients now view their risk?

 

Chair

 

Michael Stanhope

Chief Executive Officer & Founder

Hubbis

 

Panel members

 

Khing Go
Managing Partner
Marc Faber Group

 

Federico Donato

Chief Executive Officer

FFA Asia

 

Paul Gambles

Managing Partner

MBMG Group

 

Suresh Withana

Managing Director, Co-Head Asia

Tikehau Investment Management

 

3.50pm

Coffee break

 

4.00pm

Panel discussion
Doing what’s best for your clients in a challenging and volatile year

 

·        Fundamentally – has the world changed?

·        China – what’s next? Where can you find value?

·        Where are we heading – recession? Downturn? Will things get any worse?

·        Is volatility the ‘new norm’?

·        What does rising interest rates mean for clients?

·        Oil – is there more downside to come?

·        Where are the opportunities for our clients?

·        How can clients build a high-quality, diversified portfolio?

·        Risk management is key – but how can we get it right?

 

Chair

 

Todd James

Consultant

Hubbis

 

Panel members

 

Paul Hodes
Managing Director, Head of Traditional Managed Investment Products, Head of Wealth Management Asia Pacific
Citi
 

Steve Brice

Chief Investment Strategist, Wealth Management Group

Standard Chartered Private Bank


Leonardo Drago

Chief Investment Officer

AL Wealth Partners

 

Ted Low

Partner

GAO Capital

 

Olivier Destandau

Partner, Head of Investments

EightStone

 

5.00pm

Forum ends

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