Panel Discussion - Creating value for clients as they consider their legacy

Serge Hediger of 1291 Group

Oct 5, 2022

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For institutional, professional investors and financial intermediaries only and not for retail or public use.

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?



Serge Hediger
Co-Founder and Managing Partner
1291 Group

Panel Members

Lee Woon Shiu
Managing Director & Group Head of Wealth Planning, Family Office & Insurance Solutions
DBS Private Banking

Lee Wong
Head of Family Services, Asia
Lombard Odier

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