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As the Asian private banking and wealth management industry goes through various degrees of recalibration and strategic rethinking – we are delighted to host this pre-eminent forum discussing FAMILY WEALTH and SUCCESSION PLANNING.

Who is it for?

This event will be attended by C-level executives, senior management, wealth planning / structuring practitioners and insurance specialists working in private banks, independent asset managers and multi-family offices, high-end IFAs and other independent advisory firms.

It is also specifically designed for relationship managers and client advisers from leading private banks and independent wealth managers in Singapore. 

If you want to learn how you can make the most of this developing opportunity – stay relevant as the needs of your clients evolve and get increasingly complex.

Key elements of this event

•    A unique get-together enabling delegates to meet with 250+ leading wealth structuring practitioners in the region, plus senior RMs and client advisers
•    An unprecedented opportunity to hear from more than 30 local and international speakers who are experts in this space
•    Focused 10-minute presentations, speeches from key individuals across Asia, and 5 interactive panel discussions
•    How to guide clients given ongoing issues around tax transparency – and find structures and solutions to address their changing needs
•    Exploring how to have needs-based conversations with Asian families and add value to them

 

SPEAKERS

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