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HNW Life Insurance Solutions have certainly been centre stage in Asia’s dynamic, expansive wealth market for many years and have made a significant contribution to the revenues of many banks and private wealth managers across the region. And today life solutions are even more in favour than ever before for a host of reasons. The onset of the pandemic initially slowed the market due to the difficulty of remote paperwork, medical certificates and other impediments, but the industry and all associated distributors and partners rose rapidly to the digital and logistical challenges to meet the additional demand for security and family protection and for more robust estate and succession planning.

In our Digital Dialogue discussion on Thursday, June 9th, our panel of experts will explore the state of the life solutions industry in Asia today. The industry is replete with a host of acronyms, from UL, to VUL, IUL, PPLI, and Whole of Life, but for this event our panel will focus in particular on the growing understanding of the many appeals of Private Placement Life Insurance (PPLI) for Wealthy Private Clients in the region, and why this solution is increasingly in the spotlight and what it offers above and beyond other structures.

The PPLI structure has a long history, first emerging in the US in the 1960s, and it still functions today in almost exactly the same structure. It can be refined and designed for each individual client, can hold almost any assets, and in the immensely complex world of global regulation, offers clients – and the intermediaries who promote it – very significant compliance advantages and on a worldwide basis. With the automatic exchange of information now becoming widespread, the focus for international wealth management is on legitimate, unchallengeable tax solutions that avoid conflicts of laws between civil law and common law jurisdictions, and protect clients against the progressive invasion of personal privacy. PPLI fits addresses these challenges head-on as an ideal asset-holding vehicle, and an ideal wealth planning structure, often used in combination with Trusts, Foundations or other SPVs.

The June 9 discussion promises plenty of information and lots of invaluable insights into this growing tributary of the life solutions market in Asia.

Jun 9

The Growing Appeal of Private Placement Life Insurance (PPLI...

3.00pm - 4.00pm HKT/SGT

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A community of leading organisations within Asian Wealth Management

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Senior figures in Asian Wealth Management are speaking at this event

Marc-Andre Sola

1291 Group

Philipp Piaz

Finaport

Anthony Chan

Isola Capital

Lee Sleight

Lombard International Assurance

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Event Agenda
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  • 3.00pm

    The Growing Appeal of Private Placement Life Insurance (PPLI) for Wealthy Private Clients in Asia

    • What sort of clients are prime candidates for PPLI and why?
    • How does PPLI fit into a broader conversation around wealth structuring, legacy planning and tax optimisation?
    • What developments and challenges are we seeing in the life solutions market globally and what specific trends are we witnessing or expecting in Asia?
    • Why has the life solutions market become so diversified in terms of solutions in recent years, when UL was so popular and dominant in past years?
    • What assets can a PPLI policy hold?
    • What are the key advantages of PPLI, such as legitimate tax optimisation, overseas assets and inter-generational/legacy planning, its role in compliantly overcoming the challenges of AEOI, CRS, FATCA and other regulations, and so forth?
    • How can PPLI sit alongside trusts, foundations and other structures?
    • How much flexibility is there with PPLI to tailor the solution precisely to the needs of the individual clients?
    • How is PPLI being marketed and executed in Asia and what roles can private banks and IAMs play?

    Moderator

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Marc-Andre Sola

    Founder & Chairman

    1291 Group

    Philipp Piaz

    Partner

    Finaport

    Anthony Chan

    Chief Executive Officer

    Isola Capital

    Lee Sleight

    Head of Business Development, Asia

    Lombard International Assurance

  • 4.00pm

    Webinar Ends

Jun 9

The Growing Appeal of Private Placement Life Insurance (PPLI...

3.00pm - 4.00pm HKT/SGT

Speakers

Marc-Andre Sola

1291 Group

Philipp Piaz

Finaport

Anthony Chan

Isola Capital

Lee Sleight

Lombard International Assurance

Jun 9

The Growing Appeal of Private Placement Life Insurance (PPLI...

3.00pm - 4.00pm HKT/SGT

Partners
Jun 9

The Growing Appeal of Private Placement Life Insurance (PPLI...

3.00pm - 4.00pm HKT/SGT