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.

Nov 3

Asian Family Wealth Forum 2016

Pan Pacific, Singapore

Featured Partners
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A community of leading organisations within Asian Wealth Management

Featured speakers
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Senior figures in Asian Wealth Management are speaking at this event

Lefan Gong

Zhong Lun Law Firm

Helene Li

BNP Paribas Wealth Management

Jennifer Jern

Infinity Partners

Ntoudi Mouyelo

WinTrust Asia Pacific

Why you should attend Hubbis events

Connect

Connectivity across Private Banking, Independent Wealth Management, Retail Banking, Asset Management, Insurance, Technology, Professional Services and other communities.

Learn

Find out how the industry can develop further & lessons it can learn from elsewhere. Improve skills and knowledge through a practical, enjoyable and interactive learning experience.

Enjoy

Hubbis events are not only consistent, relevant, engaging and unique but also highly positive, and fun experiences.

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Event Agenda
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  • 8.40am

    Registration

  • 9.00am

    Welcome Address

    Peter Golovsky

    Managing Director, Global Head of Institutional Sales

    Amicorp Group

  • 9.10am

    Keynote Presentation - Time is running out – are we ready for the ‘CRS typhoon’ in Asia?

    Eric Boes

    Global Head of FATCA & CRS Services and Solutions

    Amicorp Group

    • 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
  • 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

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Yai Sukonthabhund

    Partner and Chief Executive Officer

    Crossbridge Capital

    Patricia Thomas

    Chief Executive Officer & Founder, Asia

    IRM Family Office

    Eric Boes

    Global Head of FATCA & CRS Services and Solutions

    Amicorp Group

    Ntoudi Mouyelo

    Head of South East Asia & Africa Markets

    WinTrust Asia Pacific

  • 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

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Woon Shiu Lee

    Managing Director, Head of Wealth Planning (Trust and Insurance)

    Bank of Singapore

    Helene Li

    Managing Director, Head of Strategic Planning, Brand & Communications

    BNP Paribas Wealth Management

    Daniel Brunner

    Executive Director & Senior Relationship Manager

    TriLake Partners

    Hans Diederen

    Head - Family Office Services

    Heritage Asset Management

    Steven Seow

    Head of Wealth Management, Asia

    Mercer

    Annie Koh

    Vice President, Business Development & External Relations, Associate Professor of Finance

    Singapore Management University

  • 10.55am

    Refreshment & Networking

  • 11.25am

    Presentation - Is my family structure in the right jurisdiction to meet my objectives?

    Sean Coughlan

    Managing Director, Singapore

    Trident Trust

    • 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?
  • 11.40am

    Presentation - The client compliance experience in Asia

    Peter Brigham

    Director

    Rosemont

    • 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
  • 11.55am

    Presentation - How to prevent Asian business families falling prey to common succession planning problems?

    Hans Diederen

    Head - Family Office Services

    Heritage Asset Management

    • 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?
  • 12.10pm

    Presentation - HNWI and UHNWI clients - how a Variable Life Insurance can address their needs

    Stephen Hickman

    Chief Executive Officer, Singapore & Southeast Asia Swiss Life Global Solutions

    Swiss Life

    • 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
  • 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

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Wai Soon Lum

    Executive Director, Strategic Wealth Advisory Team

    Goldman Sachs

    Carol Seah

    Founder and Chief Executive Officer

    Wynnes Family Office

    Dawn Quek

    Principal in Tax and Wealth Management Practice

    Baker McKenzie

    Jennifer Jern

    Founder & Chief Executive Officer

    Infinity Partners

    Dicky Fong

    Head of Institutional Sales - North Asia

    Amicorp Group

  • 13.10pm

    Lunch

  • 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

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Wong Lee

    Managing Director, Head of Wealth Planning, South Asia

    UBP

    David Sussman

    Managing Director

    EFG Wealth Solutions

    Hrishikesh Unni

    Managing Director, Client Investments

    Taurus Wealth Advisors

    Philipp Piaz

    Partner

    Finaport

    Steve Knabl

    Chief Operating Officer & Managing Partner

    Swiss-Asia Financial Services

    Joseph McBurney

    Director, Client Services

    Asiaciti Trust

  • 14.40pm

    Presentation - Trends in residence and citizenship planning for wealthy Asian families

    Alexis Tan

    Director, Private Clients

    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
  • 14.50pm

    Presentation - Establishing inbound family offices in Singapore

    Sunil Iyer

    Managing Director, Singapore

    IQEQ

    The presentation will take a look at some common considerations, including:

    • Structures used
    • Tax & regulation considerations
    • Other considerations (eg. immigration)
  • 15.00pm

    Refreshment & Networking

  • 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

    Woon Shiu Lee

    Managing Director, Head of Wealth Planning (Trust and Insurance)

    Bank of Singapore

    Ted Low

    Partner

    GAO Capital

    Lee Wong

    Managing Director, Head of Wealth Planning, South Asia

    UBP

  • 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

    Sean Coughlan

    Managing Director, Singapore

    Trident Trust

    Tobias Tirtaatmadja

    Associate Director, Business Development

    Amicorp Group

    Kevin Lee

    Partner

    Zhong Lun Law Firm

    Lefan Gong

    Partner

    Zhong Lun Law Firm

  • 17.00pm

    Forum End

Nov 3

Asian Family Wealth Forum 2016

Pan Pacific,Singapore

Speakers

Lefan Gong

Zhong Lun Law Firm

Helene Li

BNP Paribas Wealth Management

Jennifer Jern

Infinity Partners

Ntoudi Mouyelo

WinTrust Asia Pacific

Peter Brigham

Rosemont

David Sussman

EFG Wealth Solutions

Patricia Thomas

IRM Family Office

Steven Seow

Mercer

Joseph McBurney

Asiaciti Trust

Philipp Piaz

Finaport

Yai Sukonthabhund

Crossbridge Capital

Wai Soon Lum

UBS

Sunil Iyer

IQEQ

Alexis Tan

Henley & Partners

Lee Wong

UBP

Dicky Fong

Amicorp Group

Hans Diederen

Heritage Asset Management

Steve Knabl

Swiss-Asia Financial Services

Ted Low

GAO Capital

Peter Golovsky

Amicorp Group

Kevin Lee

Zhong Lun Law Firm

Stephen Hickman

Swiss Life

Eric Boes

Amicorp Group

Hrishikesh Unni

Taurus Wealth Advisors

Dr. Daniel Brunner

TriLake Partners

Annie Koh

Singapore Management University

Dawn Quek

Baker McKenzie

Carol Seah

Wynnes Family Office

Woon Shiu Lee

Bank of Singapore

Tobias Tirtaatmadja

Amicorp Group

Sean Coughlan

Trident Trust

Nov 3

Asian Family Wealth Forum 2016

Pan Pacific,Singapore

Partners

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Nov 3

Asian Family Wealth Forum 2016

Pan Pacific,Singapore