We were delighted to host our annual Family Wealth event in Singapore.
It was attended by 250 senior management and wealth planning / structuring specialists, as well as RMs and client advisers, working in Private Banks, Single- and Multi-Family Offices, IFAs and other independent advisory firms.
Many thanks again to these individuals, and also to our partners.
Asian Family Wealth Forum 2016
Pan Pacific, Singapore

A community of leading organisations within Asian Wealth Management

Senior figures in Asian Wealth Management are speaking at this event

Steven Seow
Mercer

Ted Low
Low Risk Capital

Steve Knabl
Swiss-Asia Financial Services

Patricia Thomas
IRM Family Office

Eric Boes
Amicorp Group

Peter Golovsky
Amicorp Group

Kevin Lee
Zhong Lun Law Firm

Carol Seah
Wynnes Family Office
Why you should attend Hubbis events

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THAILAND WEALTH MANAGEMENT FORUM 2023
Pan Pacific, Singapore
We were delighted to host our annual event in Bangkok on Wednesday May 24...
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8.40am
Registration
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9.00am
Welcome Address
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9.10am
Keynote Presentation - Time is running out – are we ready for the ‘CRS typhoon’ in Asia?
- Anticipating the wave of CRS, exposures, implications and preparation
- What and who will be reported under CRS?
- Compliance obligations by banks, funds, service providers
- Implications for HNWIs
- Benefiting from VDP / Amnesty regimes
- CRS and VDP post structuring
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9.25am
Panel Discussion
Anticipating the latest developments to optimise the family wealth opportunity in Asia
- How have you structured your organisation to meet the needs of family businesses in Asia?
- Where does most of the revenue come from in this space? Is this likely to change?
- Will CRS, transparency and regulatory requirements result in increasing compliance and costs, and a huge change in client portfolios and AUM?
- How do you anticipate the wave of CRS and transparency, along with their implications and exposures, with regard to family wealth?
- How do you segment and target business-owning families?
- What services and products do you need to offer?
- How can you work together with third parties and partners for client and mutual benefit?
- What is the right approach to winning business from the next generation?
Chair
Speakers
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10.05am
Panel Discussion
Family businesses in Asia - values, vision and shared purpose
- What do UHNW families in Asia need – and how is this changing?
- Who should be making the family and business decisions? Who fills the leadership, governance and ownership roles?
- What shared values should drive family behaviour?
- How do you deal with conflicts between the family and business values?
- What’s your role in all of this? How can you help set the family agenda – and keep the family together?
- How do you make relationships sticky across generations? What are the touch points you must have?
Chair
Speakers
Helene LiManaging Director, Head of Strategic Planning, Brand & Communications
BNP Paribas Wealth Management
Annie KohVice President, Business Development & External Relations, Associate Professor of Finance
SMU
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10.55am
Refreshment & Networking
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11.25am
Presentation - Is my family structure in the right jurisdiction to meet my objectives?
- All offshore jurisdictions now offer the same services but are they the same underneath?
- What are Asian families really concerned about and which jurisdictions are best placed to ease those concerns?
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11.40am
Presentation - The client compliance experience in Asia
- The reality of setting up a bank account in Hong Kong or Singapore
- The Catch 22 of doing business in Hong Kong
- Hong Kong’s reaction to competition from Singapore
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11.55am
Presentation - How to prevent Asian business families falling prey to common succession planning problems?
- The family business as a system
- Why family businesses fail to do succession planning?
- Values, vision and shared purpose
- The importance of both family and business governance
- The benefits of timely preparation
- How to best approach succession planning?
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12.10pm
Presentation - HNWI and UHNWI clients - how a Variable Life Insurance can address their needs
Stephen HickmanChief Executive Officer, Singapore & Southeast Asia Swiss Life Global Solutions
Swiss Life Global Solutions
- Diversification/choice in insurance solutions for HNW clients
- VUL value proposition to HNW clients and private banks
- Understanding why some HNW clients have avoided life insurance as a planning solution
- What does VUL bring to the market that currently is not available
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12.25pm
Panel Discussion
Succession planning - transitioning from one generation to the next
- How should clients let go properly?
- How do you deal with inter-generational conflict?
- How do you help business owners manage the transition process better?
- What are the right structures to help business owners pass on and/or sell their businesses?
- How do you steer family wealth with a trans-generational vision?
- How can you embed the diverse needs of all family members to create a sustainable platform for future generations?
- Is the next generation prepared? How can you groom them, develop new talent and bring them into the business?
Chair
Speakers
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13.10pm
Lunch & Networking
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13.55pm
Panel Discussion
How can client advisers upgrade skills and give clients the right advice?
- What skill-set, knowledge base and mind-set do bankers and advisers need to be successful in advising UHNW families?
- What’s your role in educating these clients?
- How can you have a proper needs-based conversation with the different members of wealthy families? What’s the process?
- What’s the broader relationship you should strive for with these clients – especially the next generation?
- What behaviours build trust with these clients?
- How is your role likely to evolve or change going forward?
- What’s the role of the family office?
Chair
Speakers
Hrishikesh UnniManaging Director, Client Investments Head of Best Practices Program
Taurus Wealth Advisors
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14.40pm
Presentation - Trends in residence and citizenship planning for wealthy Asian families
- Why do families relocate?
- What should HNW families consider when carrying out residence and citizenship planning?
- Current developments in residence and citizenship programmes
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14.50pm
Presentation - Establishing inbound family offices in Singapore
The presentation will take a look at some common considerations, including:
- Structures used
- Tax & regulation considerations
- Other considerations (eg. immigration)
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15.00pm
Refreshment & Networking
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15.30pm
Panel Discussion
What does the right advice for UHNW families in Asia look like?
Panel speakers will discuss various real-life scenarios to provide practical guidance on these topics –
- Planning for succession of family business assets
- Philanthropy & charitable giving
- Liquidity planning for UHNW families
Speakers
Ted LowLow Risk Capital
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16.15pm
Panel Discussion
Structures to help address today’s challenging regulatory and tax environment
Panel speakers will discuss various real-life scenarios to provide practical guidance on these topics –
- Private Placement Life Insurance (PPLI) and Variable Universal Life (VUL) as alternatives to Trusts and Special Purpose Vehicles – as they offer easier compliance with CRS, potentially lower costs and taxation advantages in many jurisdictions
- Using Singapore companies to meet wealth structuring needs
- Workable structures in a CRS world
- Structures for Indonesian families – especially in light of the Tax Amnesty programme
- Setting up offshore trusts for PRC clients and related cross-border structuring
Speakers
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17.00pm
Forum End
Asian Family Wealth Forum 2016
Pan Pacific,Singapore


Steven Seow
Mercer

Ted Low
Low Risk Capital

Steve Knabl
Swiss-Asia Financial Services

Patricia Thomas
IRM Family Office

Eric Boes
Amicorp Group

Peter Golovsky
Amicorp Group

Kevin Lee
Zhong Lun Law Firm

Carol Seah
Wynnes Family Office

Annie Koh
SMU

Hrishikesh Unni
Taurus Wealth Advisors

Lee Wong
UBP

Hans Diederen
Heritage Asset Management

Helene Li
BNP Paribas Wealth Management

Yai Sukonthabhund
Crossbridge Capital

Tobias Tirtaatmadja
Amicorp Group

Sean Coughlan
Trident Trust

Dr. Daniel Brunner
TriLake Partners

Joseph McBurney
Asiaciti Trust

Ntoudi Mouyelo
WinTrust Asia Pacific

Sunil Iyer
IQ-EQ

Wai Soon Lum
UBS Global Wealth Management

Lefan Gong
Zhong Lun Law Firm

Dawn Quek
Baker McKenzie

Stephen Hickman
Swiss Life Global Solutions

Alexis Tan
Henley & Partners

Peter Brigham
Rosemont

David Sussman
EFG Wealth Solutions

Jennifer Jern
Infinity Partners

Philipp Piaz
Finaport

Dicky Fong
Amicorp Group

Woon Shiu Lee
Bank of Singapore
Asian Family Wealth Forum 2016
Pan Pacific,Singapore