We were delighted to host our 8th annual event in Singapore for the Independent Wealth Management Community.
Thanks to our Partners:
- Chintai
- Global Mortgage Group
- Janus Henderson Investors
- Pershing Singapore, a BNY Mellon company
- Swissquote
- Global Precious Metals
- TeamWork
The agenda included:
Panel discussions on these topics -
- Wealth Leaders – positioning for and embracing growth in the post-pandemic world
- The Pathway to Inclusive Investment
- Improving the platform, custody and processes
- What can you offer your clients that is interesting and different?
Presentations on these topics -
- A Deeper Dive: The Pathway to Inclusive Investment
- Is the era of the new platform here?
- War, Inflation and Biotech
- International Real Estate Financing for High Net Worth Clients
- Roadmap to building a Competitive Advantage to grow your business with Digital Assets
INDEPENDENT WEALTH MANAGEMENT FORUM 2022
Pan Pacific Hotel, Singapore

A community of leading organisations within Asian Wealth Management

Senior figures in Asian Wealth Management are speaking at this event

Mark Nelligan
Pershing Singapore, a BNY Mellon company

Anthonia Hui
AL Wealth Partners

Gary Tiernan
Golden Equator Wealth

Donald Klip
Global Mortgage Group

Lucy Gao-Azak
Crossinvest

Andrew Hendry
Janus Henderson Investors

Lucie Hulme
TriLake Partners

David Doerig
Corecam
Why you should attend Hubbis events

Experience our latest event for yourself
THAILAND WEALTH MANAGEMENT FORUM 2023
Pan Pacific Hotel, Singapore
We were delighted to host our annual event in Bangkok on Wednesday May 24...
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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 Janus Henderson Investors
Wealth Leaders – positioning for and embracing growth in the post-pandemic world
- What is your vision for independent wealth management in Singapore in a (hopefully) Post Covid-19 world?
- How is Singapore evolving to become even more appealing to UHNW clients and Family offices?
- What growth potential lies ahead in 2022 and beyond, and where are the key opportunities for the foreseeable future?
- What is happening to the private client base in Asia, and how are clients’ needs and expectations changing?
- How are leaders in this industry enhancing their value proposition, products and service offering?
- More generally, How will the competitive arena evolve in the coming several years? Are the leaders ready for those challenges?
- How are you evolving the quality and type of advice you offer to clients?
Chair
Speakers
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9.30am
Presentation - A Deeper Dive: The Pathway to Inclusive Investment
- Earlier this year, BNY Mellon Investment Management set out to explore some of the key drivers behind the persistent gender-investment gap from the perspective of those who currently invest, those who don’t, and the investment industry itself.
- This research took us around the globe interviewing 8000 women and men across 16 markets and 100 asset management firms. It deduced that if women invested at the same rate as men, there would be at least an extra USD3.22 trillion of assets under management from private individuals today.
- The answer is clear: we need to work together in making it an inclusive investment environment that is accessible for all.
View The Pathway to Inclusive Investment -
9.45am
Panel Discussion - In partnership with Pershing Singapore, a BNY Mellon Company
The Pathway to Inclusive Investment
- What are the reasons there is a gender investment gap?
- How can our industry build a more inclusive investment environment?
- Panelists will share their perspective and insights into their investment management practices and how are they trying to change the gender investment gap
View The Pathway to Inclusive InvestmentChair
Speakers
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10.15am
Presentation - Is the era of the new platform here?
- Digital delivery of wealth management
- Transitioning wealth management into the digital era
- Distribution and connectivity is key
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10.30am
Panel Discussion - In partnership with Swissquote
Improving the platform, custody and processes
- Custody, execution, and advice. Will they be unbundled?
- Do you want physical service or digital execution? How are your priorities changing?
- What are traditional private banks doing wrong?
- How can platforms / partners communicate better with you? Is research important to you? Do you get too much information?
- How are you thinking about digital assets and their custody?
- How can processes be improved? For example, account opening
Chair
Speakers
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11.00am
Refreshment & Networking
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11.30am
Presentation - War, Inflation and Biotech
- Is growth still possible in the current market environment?
- Do thematics still have a place in a core portfolio?
- How can you exploit private market opportunities in Biotech?
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11.45am
Presentation - International Real Estate Financing for High Net Worth Clients
- Offering Asset-backed financing as a service
- America Mortgages, the globally leader in US non -resident mortgages
- Global Partnership Program
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12.00pm
Panel Discussion - In partnership with Global Mortgage Group
What can you offer your clients that is interesting and different?
- How can you differentiate yourself?
- How can you improve the value proposition?
- What do clients demand from you today?
- What products and solutions can you add to the mix that add value?
- Do you need to be more proactive and less reactive?
- What would you like to do that you cannot?
- How does regulation and compliance hamper or help you?
Chair
Speakers
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12.30pm
Presentation - Roadmap to building a Competitive Advantage to grow your business with Digital Assets
- Capitalising on digital assets with blockchain
- Developing new products to expand into new markets
- Creating new revenue streams with tokenisation
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13.00pm
Forum End
INDEPENDENT WEALTH MANAGEMENT FORUM 2022
Pan Pacific Hotel,Singapore


Mark Nelligan
Pershing Singapore, a BNY Mellon company

Anthonia Hui
AL Wealth Partners

Gary Tiernan
Golden Equator Wealth

Donald Klip
Global Mortgage Group

Lucy Gao-Azak
Crossinvest

Andrew Hendry
Janus Henderson Investors

Lucie Hulme
TriLake Partners

David Doerig
Corecam

Robert Chadwick
America Mortgages

Cheryl Chong
The Social Co.

Philipp Piaz
Finaport

Olivier Mivelaz
Swiss-Asia Financial Services

Tuck Meng Yee
JRT Partners

Mandeep Nalwa
Taurus Wealth Advisors

David Packham
Chintai

Rafael Weber
Swissquote

Urs Brutsch
HP Wealth Management
INDEPENDENT WEALTH MANAGEMENT FORUM 2022
Pan Pacific Hotel,Singapore

Hubbis was delighted host our 8th annual event in Singapore for the Independent Wealth Management Community.
The refreshed format we have adopted for our events in 2022 worked particularly well, including as it did head-to-head interviews, presentations, panel discussions.
We are pleased to report that more than 175 colleagues attended the event for the day, including 16 speakers. Together they represented a remarkable cross-section of the Asian independent wealth management industry, which is enjoying both a solid growth trajectory as the accumulation of private wealth continues, and is also facing numerous challenges driven by competition, the struggle to incorporate digital technologies and of course, the ubiquitous drive towards tighter regulation and compliance.
The Forum covered numerous aspects of wealth management today, as well as many vital features required for individuals and businesses to future-proof their careers and their operations in the face of the proliferating challenges ahead. The most fundamental impression from the day was that there are indeed perhaps more opportunities than there are challenges and that those who adapt will not only survive but also reap the rewards in the future.
Below for your interest and reference are links to various content we captured from the day. Please click on the orange headlines – and do send any comments or feedback to [email protected].
Content Highlights
Panel Discussions
Wealth Leaders – positioning for and embracing growth in the post-pandemic world
Panel Members
- Lucie Hulme, Chief Executive Officer & Partner, TriLake Partners
- Mandeep Nalwa Chief Executive Officer Asia & Middle East, Taurus Wealth Advisors
- Olivier Mivelaz CEO & Founder Swiss-Asia Financial Services
- Andrew Hendry Head of Distribution, Asia Janus Henderson Investors
The Pathway To Inclusive Investment
Panel members
- Mark Nelligan, Chief Executive Officer, Pershing Singapore, a BNY Mellon company
- Anthonia Hui, Chief Executive Officer, AL Wealth Partners
- Cheryl Chong, Co-founder, The Social Co
- Tuck Meng Yee, Partner, JRT Partners
- Lucy Gao-Azak, Chief Operating Officer & Head of Wealth Management, Crossinvest (Asia)
Improving The Platform, Custody And Processes
Panel members
- David Doerig, Chief Operating Officer, Corecam
- Urs Brutsch, Managing Partner & Founder, HP Wealth Management
- Rafael Weber, Head of Institutional Clients, Swissquote
What Can You Offer Your Clients That Is Interesting And Different?
Panel members
- Donald Klip, Co-Founder, Global Mortgage Group
- Gary Tiernan, CEO – Capital, Golden Equator
- Philipp Piaz, Partner, Finaport
Presentations
Presentation - A Deeper Dive: The Pathway to Inclusive Investment
Mark Nelligan, Chief Executive Officer, Pershing Singapore, a BNY Mellon company
View video of presentation
Article - A Deeper Dive: The Pathway to Inclusive Investment: Why Women’s Investment Matters
Presentation - War, Inflation and Biotech
Andrew Hendry, Head of Distribution Asia, Janus Henderson Investors
View video of presentation
Article- Janus Henderson’s Andrew Hendry on Why Healthcare offers such a Compelling Investment Opportunity
Presentation - Is the era of the new platform here
Rafael Weber, Head of Institutional Clients, Swissquote
View video of presentation
Article - Swissquote’s Rafael Weber on the Arrival of the New Era of the Digital Investment & Custody Platform
Presentation - International Real Estate Financing for High Net Worth Clients
Robert Chadwick, CEO, America Mortgages
View video of presentation
Article - The Global Mortgage Group CEO on US and International Real Estate Financing for High-Net-Worth Clients
Presentation - Roadmap to building a Competitive Advantage to grow your business with Digital Assets
David Packham, CEO and Founder, Chintai
View video of presentation
Article - Chintai Founder David Packham on how the Wealth Management Industry Can Expand their Digital Assets Proposition
INDEPENDENT WEALTH MANAGEMENT FORUM 2022
Pan Pacific Hotel,Singapore