INDEPENDENT WEALTH MANAGEMENT FORUM 2023

The Fullerton Hotel,Singapore

Hubbis is delighted to have hosted a very successful inaugural INDEPENDENT WEALTH MANAGEMENT FORUM 2023 on Wednesday 10th May in Singapore.

Thanks to our exclusive partner: Janus Henderson Investors, Saxo, Swissquote, Bordier & Cie, Eton Solutions, Expersoft Systems, GTN Asia Financial Services, Helicap, Kilde, Premia Partners, Alta, CGS-CIMB Securities, EFG Bank, GoUpscale, Henley & Partners, Kristal.AI, Wealtra, 1291 Group, Credit Agricole Corporate & Investment Bank, Katch Investment Group and Wealth Dynamix.

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

Photos
Content summary
 

Panel Discussions 

Panel Discussion - How is the independent wealth movement progressing in Singapore?

Article - The Evolution of the Independent Wealth Management Market & Community in Singapore
Rafael Weber, Head of Institutional Clients, Swissquote

 

Panel Discussion - Curating and Delivering Advice

Article - Independent Wealth Managers and the Art of Curating and Delivering Optimal Advice
Andrew Hendry, Singapore CEO and Head of Distribution, Asia, Janus Henderson Investors

 

Panel Discussion - Independent Wealth Mangers – Defining and Refining the Proposition

Article - Independent Wealth Managers in Asia – How do They Define and Refine the Proposition?
Adam Reynolds,
APAC CEO, Saxo

 

Panel Discussion - Reinventing Training and Professional Development in Wealth Management

Article - The Challenges Around Training and Professional Development in Wealth Management in Asia
Mark Wightman, Asia-Pacific Wealth & Asset Management Consulting Leader, EY

 

Presentations

WealthTech Advances and Services for the Independent Wealth Manager
Philipp Bisang, CEO, Expersoft Systems
View video of presentation
Article - WealthTech Advances and Services for the Independent Wealth Management Community in Asia

 

Navigating Unprecedented Times with Private Credit
David Z Wang, Co-Founder and Group CEO, Helicap
View video of presentation
Article - Navigating Challenging and Uncertain Global Market Conditions with Private Credit

 

Global Life Sciences: resilience and growth potential as recession looms
Andrew Hendry, CEO Singapore and Head of Distribution, Asia, Janus Henderson Investors
View video of presentation
Article - Janus Henderson’s Regional CEO Surveys How Global Life Sciences Offer Potential Amidst Uncertainty

 

Demystifying the Technology Transformation Gap in Wealth Management
Evrard Bordier, CEO and Managing Partner, Bordier & Cie
View video of presentation
Article - Demystifying the Technology Transformation Gap in Wealth Management  

 

Create alpha with data-driven investments in private credit
Radek Jezbera, CEO and Co-Founder, Kilde
View video of presentation
Article - How to Leverage Data and Analysis to Deliver Alpha in Private Credit

 

China reopening and framing for 2023 opportunities in ASEAN and China
Laura Lui, Partner, Co-Chief Investment Officer, Premia Partners
View video of presentation

 

Why Pay More?
Ivan Chang, Regional Manager, Institutional Business, Saxo
View video of presentation
Article - Ivan Chang, Regional Head for Institutional Business at Saxo on “True Value for Wealth Managers”


 

Digitalising the investment and wealth management lifecycle
Julien Le Noble, CEO, GTN Asia Financial Services
View video of presentation
Article - GTN Asia’s CEO on Digitalising the Investment and Wealth Management Lifecycle

 

Workshops

Introduction to Swissquote’s digital Custody and Execution Platform for EAMs, MFOs and Funds
Rafael Weber, Head of Institutional Clients, Swissquote
View video of workshop

 

Transforming a Family Office to Reimagine the Value it Delivers
Bryan Henning, SVP, Head of International, Eton Solutions
View video of workshop
Article - Eton Solutions - Transforming a Family Office to Reimagine the Value it Delivers

 

Behavioural Finance – Gorilla in the Room
Andrew Hendry, CEO Singapore and Head of Distribution, Asia, Janus Henderson Investors
View video of workshop
Article - Janus Henderson’s Andrew Hendry on the ‘Gorilla in the Room’ - Behavioural Finance