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
HNW INSURANCE SUMMIT 2022 - Singapore
Mandarin Oriental Hotel, Singapore

A community of leading organisations within Asian Wealth Management

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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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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8.30am
Registration
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8.55am
Welcome Address
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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
Speakers
Lee Woon ShiuManaging Director & Group Head of Wealth Planning, Family Office & Insurance Solutions
DBS Private Bank
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9.30am
Presentation - Use cases for PPLI in Asia
- Examples - China, Taiwan, Indonesia, Thailand
- Privacy, asset protection and tax optimisation
- It’s role in next generation planning
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9.45am
Presentation - Insurance as a wealth planning tool for HNW families
- Introduction to Sun Life
- Wealth planning trends among Asian HNW families: Past, Present and Future
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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
Speakers
Charmaine LeungManaging Director, Community Chest and Group Director, Fund-Raising & Engagement Group
National Council of Social Service
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10.30am
Presentation - Wealth & Succession Planning in an Increasingly Uncertain World
- Mobility
- Life Events
- Legacy
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10.45am
Refreshment & Networking
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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
Speakers
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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
Speakers
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12.15pm
Presentation - What is succession planning and why is it important?
- 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
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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
Speakers
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1.00pm
Lunch & Networking
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2.00pm
Agenda
HNW INSURANCE SUMMIT 2022 - Singapore
Mandarin Oriental Hotel,Singapore


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
HNW INSURANCE SUMMIT 2022 - Singapore
Mandarin Oriental Hotel,Singapore

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HNW INSURANCE SUMMIT 2022 - Singapore
Mandarin Oriental Hotel,Singapore

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
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
HNW INSURANCE SUMMIT 2022 - Singapore
Mandarin Oriental Hotel,Singapore