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
Chief Executive Officer & Founder
Hubbis
Panel members
Managing Partner
Swiss Asia
Jessica Cutrera
Managing Director
EXS Capital
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
Chief Executive Officer & Founder
Hubbis
Panel members
Chief Executive Officer
Rajini Kodialam
Managing Director
Focus Financial Partners
Patricia Thomas
Chief Executive Officer, Asia
IRM Family Office
Filippo Fabbris
Portfolio Manager
Oclaner Asset Management
Managing Director, Head, Private Clients
Taurus Wealth
2.15pm
Presentation
Residence and citizenship planning for Asian families - an overview
Head South East Asia
· 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
Chief Executive Officer & Founder
Hubbis
Panel members
Khing Go
Managing Partner
Marc Faber Group
Chief Executive Officer
FFA Asia
Managing Partner
MBMG Group
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
Consultant
Hubbis
Panel members
Paul Hodes
Managing Director, Head of Traditional Managed Investment Products, Head of Wealth Management Asia Pacific
Citi
Chief Investment Strategist, Wealth Management Group
Standard Chartered Private Bank
Chief Investment Officer
Partner
GAO Capital
Partner, Head of Investments
EightStone
5.00pm
Forum ends
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