Hubbis was delighted to host the 2022 HNW Insurance Summit on September 29 at the Mandarin Oriental in Singapore. 

Very simply, the event focused on the evolution of HNW life insurance policies and solutions, and its relevance to Asia’s wealth private management community and their clients.

Thanks to our partners: 1291 Group, Sun Life Singapore, Lombard International Assurance, GoUpscale, Equiom Group

Topics included:

  • Creating value for clients as they consider their legacy
  • Use cases for PPLI in Asia
  • Insurance as a wealth planning tool for HNW families
  • Legacy creation for HNW families
  • What are the HNW Insurance options and how do they work?
  • Tax and regulatory developments
  • What is succession planning and why is it important?
  • Wealth Structuring Considerations when considering HNW Insurance
Sep 29

HNW INSURANCE SUMMIT 2022 - Singapore

Mandarin Oriental Hotel, 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

Roger Chi

1291 Group

Peter Triggs

1291 Group

Serge Hediger

1291 Group

Benjamin Szeto

1291 Group

Carolyn Leng

Bordier & Cie

John Shoemaker

Butler Snow

Lee Woon Shiu

DBS Private Bank

Michael Velten

Deloitte Private

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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.

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Experience our latest event for yourself

HUBBIS DIGITAL ASSETS IN WEALTH MANAGEMENT FORUM - SINGAPORE 2023

Mandarin Oriental Hotel, Singapore

Hubbis is delighted to announce we will be hosting the 2023 HUBBIS DIGITAL ASSETS IN WEALTH MANAGEMENT...

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Event Agenda
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  • 8.30am

    Registration

  • 8.55am

    Welcome Address

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

  • 9.00am

    Panel Discussion - in partnership with 1291 Group

    Creating value for clients as they consider their legacy

    • Why is the conversation around wealth and legacy planning increasingly important?
    • How do you add value to your clients in the non-investment side of your relationship?
    • What do UHNW clients expect of their advisers and the professional services firms they work with?
    • Are there any issues to further growth? Talent / cost / taxes?
    • What is the current state of the Singapore wealth management market, and what are the key advantages it offers regional and global clients?

    Chair

    Serge Hediger

    Co-Founder and Managing Partner

    1291 Group

    Speakers

    Lee Woon Shiu

    Managing Director & Group Head of Wealth Planning, Family Office & Insurance Solutions

    DBS Private Bank

    Lee Wong

    Head of Family Services, Asia

    Lombard Odier

  • 9.30am

    Presentation - Use cases for PPLI in Asia

    Roger Chi

    Managing Partner

    1291 Group

    • Examples - China, Taiwan, Indonesia, Thailand
    • Privacy, asset protection and tax optimisation
    • It’s role in next generation planning
  • 9.45am

    Presentation - Insurance as a wealth planning tool for HNW families

    Michael Wei

    Chief Partnership & Marketing Officer

    Sun Life

    • Introduction to Sun Life
    • Wealth planning trends among Asian HNW families: Past, Present and Future
  • 10.00am

    Panel Discussion - in partnership with Sun Life Singapore

    Legacy creation for HNW families

    • What are the factors to consider when planning for a legacy for yourself and your family?
    • Why is it important to establish a legacy planning strategy for your philanthropic efforts?
    • How to build a forward plan for your philanthropic legacy?
    • What can you learn from the successful philanthropic legacies set up with Community Chest?
    • With the increasing numbers of Family Office being set up in Singapore, is this the way forward for HNW and UHNW families to manage their family wealth?
    • What are the trends of Family Office concept in the next 5 years?
    • How do trusts, family constitution, family offices play a role in HNW families’ legacy planning?
    • What is a typical Singapore based Family Office like?

    Chair

    Michael Wei

    Chief Partnership & Marketing Officer

    Sun Life

    Speakers

    Sim Mong Teck

    Founder & Managing Partner

    Sim Mong Teck & Partners

    Charmaine Leung

    Managing Director, Community Chest and Group Director, Fund-Raising & Engagement Group

    National Council of Social Service

  • 10.30am

    Presentation - Wealth & Succession Planning in an Increasingly Uncertain World

    Lee Sleight

    Head of Business Development, Asia

    Lombard International Assurance

    • Mobility
    • Life Events
    • Legacy
  • 10.45am

    Refreshment & Networking

  • 11.15am

    Panel Discussion - in partnership with Lombard International Assurance

    How to serve internationally mobile UHNW clients via PPLI

    • Mobile clients need portable solutions
    • Simplification of legacy planning across borders
    • Adding value to your current services

    Chair

    Lee Sleight

    Head of Business Development, Asia

    Lombard International Assurance

    Speakers

    Rohit Ganguli

    Head of Wealth Planning Asia

    EFG Bank

    Nicholas Kourteff

    Insurance Industry Consultant

    NicAl

    Benjamin Szeto

    Partner

    1291 Group

  • 11.45am

    Panel Discussion - in partnership with 1291 Group

    Tax and regulatory developments

    • How is the regulatory impact on HNW Insurance policies changing?
    • What are the recent developments when considering tax reporting and transparency issues in relation to HNW Insurance?
    • The introduction of Taiwan CFC rules – what does this mean for you?
    • Are there any other regional tax developments you need to be aware of?
    • Are there any specific considerations today? Russian clients for example.

    Chair

    Roger Chi

    Managing Partner

    1291 Group

    Speakers

    Zac Lucas

    Partner – International Private Wealth

    Spencer West

    Michael Velten

    Senior Partner

    Deloitte Private

    John Shoemaker

    Registered Foreign Lawyer

    Butler Snow

  • 12.15pm

    Presentation - What is succession planning and why is it important?

    Lucia Luchetti

    Head of Trusts Services

    Equiom Group

    • The benefits of trusts for succession planning
    • The use of trusts to hold insurance policies amongst other assets
    • The role of trustees in the insurance ecosystem
  • 12.30pm

    Panel Discussion - in partnership with 1291 Group

    Wealth Structuring Considerations when considering HNW Insurance

    • What are the wealth structuring and legacy planning trends?
    • How does HNW Insurance need to be structured as part of a holistic wealth and legacy planning strategy?
    • Post-insurance planning should be discussed fully – how can you do that? What are the consequences of not doing this?
    • How should you use trust structures when considering insurance solutions?
    • How does insurance and a family office potentially blend together?

    Chair

    Peter Triggs

    Partner

    1291 Group

    Speakers

    Zac Lucas

    Partner – International Private Wealth

    Spencer West

    Lucia Luchetti

    Head of Trusts Services

    Equiom Group

    Lee Sleight

    Head of Business Development, Asia

    Lombard International Assurance

    Carolyn Leng

    Managing Director

    Bordier & Cie

  • 1.00pm

    Lunch & Networking

  • 2.00pm

    Agenda

Sep 29

HNW INSURANCE SUMMIT 2022 - Singapore

Mandarin Oriental Hotel,Singapore

Speakers

Roger Chi

1291 Group

Peter Triggs

1291 Group

Serge Hediger

1291 Group

Benjamin Szeto

1291 Group

Carolyn Leng

Bordier & Cie

John Shoemaker

Butler Snow

Lee Woon Shiu

DBS Private Bank

Michael Velten

Deloitte Private

Rohit Ganguli

EFG Bank

Lucia Luchetti

Equiom Group

Lee Sleight

Lombard International Assurance

Lee Wong

Lombard Odier

Charmaine Leung

National Council of Social Service

Nicholas Kourteff

NicAl

Sim Mong Teck

Sim Mong Teck & Partners

Zac Lucas

Spencer West

Michael Wei

Sun Life

Sep 29

HNW INSURANCE SUMMIT 2022 - Singapore

Mandarin Oriental Hotel,Singapore

Partners

platinum

gold

Sep 29

HNW INSURANCE SUMMIT 2022 - Singapore

Mandarin Oriental Hotel,Singapore

Event Highlights

Hubbis is delighted to have hosted our inaugural HUBBIS HNW INSURANCE SUMMIT in Singaporein in September 2022.

These are some of the topics covered at the event:

  • Creating value for clients as they consider their legacy
  • Use cases for PPLI in Asia
  • Insurance as a wealth planning tool for HNW families
  • Legacy creation for HNW families
  • Wealth & Succession Planning in an Increasingly Uncertain World
  • How to serve internationally mobile UHNW clients via PPLI
  • Tax and regulatory developments
  • What is succession planning and why is it important?
  • Wealth Structuring Considerations when considering HNW Insurance

 

Thanks to our partners for the event, who were: 1291 Group, Sun Life Singapore, Lombard International Assurance, GoUpscale and Equiom Group

 

Content Highlights

Photos
Content summary
 

Panel Discussions 

Panel Discussion - Creating value for clients as they consider their legacy

Panel Discussion - Legacy creation for HNW families

Panel Discussion - How to serve internationally mobile UHNW clients via PPLI

Article - Lombard International Assurance Expert Lee Sleight on the Rise of PPLI in Asia
Lee Sleight, Head of Business Development, Asia, Lombard International Assurance

Panel Discussion - Tax and regulatory developments

Panel Discussion - Wealth Structuring Considerations when considering HNW Insurance

Article - Bordier & Cie. (Singapore) MD Carolyn Leng Casts her Expert Eye over HNW and UHNW Investment Trends in Asia
Carolyn Leng, Managing Director, Bordier & Cie

 

Presentations 

When to use PPLI in Asia
Roger Chi. Managing Partner, 1291 Singapore
View video of presentation
Article - Use Cases for PPLI (Private Placement Life Insurance) in Asia: A Presentation by Roger Chi, Managing Partner, 1291 Group

 

Insurance as a wealth planning tool for HNW families
Michael Wei, Chief Partnership & Marketing Officer, Sun Life Singapore
View video of presentation
Article - Insurance as a Wealth Planning Tool for HNW Families – Insights from Sun Life Singapore

 

Wealth & Succession Planning in an Increasingly Uncertain World
Lee Sleight, Head of Business Development, Asia, Lombard International Assurance
View video of presentation
Article - Life Insurance Solutions and their Role in Advancing Wealth & Succession Planning in an Increasingly Uncertain World

Sep 29

HNW INSURANCE SUMMIT 2022 - Singapore

Mandarin Oriental Hotel,Singapore