HUBBIS ASIAN WEALTH SOLUTIONS FORUM 2022
Parkroyal on Pickering,Singapore
We are delighted to have successfully hosted another live event in our 2022 postlockdown live event series. The Asian Wealth Solutions Forum took place in Singapore on June, and the new morning-plus format again worked especially well.
This was our 11th AWS live event in Singapore for the regional and global wealth management community and the first since 2019 due to the hiatus brought about by the global pandemic. We managed to provide delegates with four succinct yet detailed panel discussions amongst our selected experts, as well as five comprehensive and timely presentations.
We are pleased to report that more than 257 attendees joined the event for the day, including 17 speakers, all well-known for their expertise and communication skills in the wealth industry. They ranged from private bankers and EAM/MFO/SFO leaders that specialise in estate and legacy planning, to top-flight lawyers and trustees, life insurance solutions experts, as well as authorities on investment migration. Together they represented a remarkable cross-section of the Singapore and broader global wealth management structuring and planning industry, with a dedicated focus on helping wealthy clients in the region and beyond curate the best structures to cope with the intensifying world of regulation everyone must face.
The most fundamental impression derived from the day was that robust estate and legacy planning and the creation and co-mingling of the best and most enduring structures are not luxuries, they are essential for the family wealth to endure and the families to stick together across the generations.
We would like to thank our partners for the event, who were: 1291 Group, Equiom Group, Henley & Partners, J. Rotbart & Co., Spencer West and Swiss Life Global Solutions.
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
Panel Discussion - How will Singapore continue to position itself as a wealth management centre?
DBS’ Estate and Wealth Solution Expert Lee Woon Shiu on Future-Proofing Singapore as a Regional & Global Wealth Management Centre
Lee Woon Shiu, Managing Director & Group Head of Wealth Planning, Family Office & Insurance Solutions, DBS Private Banking
Singapore and its Positioning as a Regional & Global Wealth Management Centre
Rohit Ganguli, Head of Wealth Planning Asia, EFG Bank
Lombard Odier’s Head of Family Services for Asia on the Appeals of Singapore for Global HNW and UHNW Private Clients
Lee Wong, Head of Family Services, Asia, Lombard Odier
Panel Discussion - Residency & Citizenship – Tracking Key Trends for Asia’s Wealthy
The Implications of Diversifying Residency & Citizenship from a Singapore-based Legal Eagle’s Viewpoint
Edmund Leow, Senior Partner, Dentons
Residency & Citizenship – Tracking Key Trends for the Region’s Wealthy
Hrishikesh Unni, Managing Director, Client Investments Head of Best Practices Program, Taurus Wealth Advisors
Panel Discussion - Trends and developments in Wealth Structuring
EFG’s Wealth Solutions Expert Gerard Gardner Surveys Singapore’s Role in Wealth & Legacy Structuring
Gerard Gardner, Global Head Wealth Solutions, EFG Wealth Solutions
Leading Trust and Estate Lawyer Tan Woon Hum on Singapore’s Rising Star
Tan Woon Hum, Partner, Head of Trust, Asset & Wealth Management Practice, Shook Lin & Bok
Leading Hong Kong Estate & Legacy Planning Lawyer on Evolving the Offering in the Region
Kevin Lee, Partner, Stephenson Harwood
Panel Discussion - The Rich and Tax – the pressure is growing around the world
Premeditate and Build Pre-emptive Structures says Top Lawyer as the Winds of Tax Change Arrive
John Shoemaker, Registered Foreign Lawyer, Butler Snow
As Pressure on Tax Revenues Rises Worldwide Wealth Clients Need to Build or Improve their Structures
Bijal Ajinkya, Partner, Khaitan & Co
The Rich and Tax: Pressure is Rising Across the Globe so Robust and Pre-emptive Structuring is Vital
Zac Lucas, Partner – International Private Wealth, Spencer West
Presentations
The Effectiveness of Information Exchange
John Shoemaker, Registered Foreign Lawyer, Butler Snow
View video of presentation
Article - Leading US Lawyer John Shoemaker on AEOI and the Effectiveness of Information Exchange
Evolution of the Single-Family Office
Zac Lucas, Partner – International Private Wealth, Spencer West
View video of presentation
Article - Estate & Legacy Planning Legal Expert Zac Lucas on the Evolution of the Single-Family Office in Asia
Use cases for PPLI in Asia
Roger Chi, Managing Partner, 1291 Singapore
View video of presentation
Article - The Benefits of PPLI for Private Clients in Asia
Capturing untapped HNW Sales Opportunities
Claire Tan, Business Development Director, Swiss Life Global Solutions
Christopher Tanchou, Business Development Director, Swiss Life Global Solutions
View video of presentation
Article - Swiss Life on Capturing Untapped HNW Sales Opportunities in Asia
Residency & Citizenship – Tracking the Trends for Asia’s Wealthy
Nirbhay Handa, Group Head of Business Development, Henley & Partners
View video of presentation
Article - Henley & Partners on Investment Migration, Residency & Citizenship – Opportunities and Trends for the Year Ahead