Marina Bay Sands
Marina Bay Sands, L4 Peony Room 4411, 10 Bayfront Ave, Singapore 018956

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Event Date Thu Nov 7 +08 (about 2 years ago)
In your timezone (EST): Wed Nov 6 7:00pm - Thu Nov 7 4:00am
Location Marina Bay Sands
L4 Peony Room 4411, 10 Bayfront Ave, Singapore 018956
Region APAC

We are delighted to host our 10th Asian Wealth Solutions Forum in Singapore.

Abundant Challenges and Opportunities in Asia’s Wealth Solutions Markets

As the Asian private banking and wealth management industry goes through various degrees of recalibration and strategic rethinking, we are delighted to host this pre-eminent forum focusing primarily on family wealth structures, succession planning and the future client generations.

The 2019 Asian Wealth Solutions Forum is exclusively designed for CEOs, senior management, product gatekeepers and RMs at Private Banks, Independent Asset Management Firms (IAMs), External Asset Managers (EAMs) and Multi-Family Offices (MFOs), and will also include profound insights from other experts, including lawyers, trust firms and other eminent players in this field.

Key Content of the Forum:
• In-depth Panel Discussions
• 10-minute Presentations from product and service leaders
• 40-minute detailed Workshops
• 10-minute Head-to-head thought leadership interviews


2019 Speakers

Alfred Tan
Founding Partner, Core Trainer, The Curious People Solutions

Angie Han
Senior Wealth Planner, Pictet

Anuj Kagalwala
Partner, Asset & Wealth Management Tax, Leader, PwC

Lim Cho Peng
Chief Executive Officer, Singapore, IPG Financial Services

David MacDonald
Head of Business Development, AAM Advisory

Dawn Quek
Principal in Tax and Wealth Management Practice, Baker & McKenzie

Desmond Teo
Partner, Financial Services Tax, Growth Markets & International Tax Services, EY

Dominic Volek
Managing Partner, Head Southeast Asia, Henley & Partners

Edmund Leow
Senior Partner, Dentons

Ee Lin Chan
Director, Tax & Legal, Family Enterprise Consulting, Deloitte

Federico Vasoli
Director, dMTV - International Legal and Tax Guidance, Member of FinanceMalta, FinanceMalta

Fiona Chan
Partner - Corporate, Appleby

Gerard Gardner
Global Head Wealth Solutions, EFG Wealth Solutions

Guita Abidari
Executive Director, Crossbridge Capital

Ian Black
Head of Financial Planning and Wealth Solutions, AAM Advisory

Ian Kloss
Head of Region, Southeast Asia & Chief Executive Officer, Singapore, Old Mutual International

Ivan Pelle
Executive Director - International Taxation, RGN

Jaydee Lin
Chief Operating Officer & Managing Partner, Raffles Family Office

Joe Moynihan
Chief Executive Officer, Jersey Finance

John Shoemaker
Registered Foreign Lawyer, Butler Snow

Josef Meyer
Partner, Swiss Trust

Ken Kwan
Founding Partner, Core Trainer, Adjunct Professor, The Curious People Solutions

Kevin Lee
Partner, Stephenson Harwood

Kimmis Pun
Senior Managing Director, Head, Greater China, EFG Bank

Laurence Lancaster
Barrister-at-law, Group Head of Tax, Sovereign Group

Lee Wong
Head of Family Services, Asia, Lombard Odier

Leping Zhang
Associate, Business Development, Fiduciary Services, Cone Marshall

Leping Zhang
Associate, Business Development, Fiduciary Services, Cone Marshall

Marcus Hinkley
Head of Private Client Services - Asia, Hawksford

Marcus Leese
Partner, Ogier

Mark Nelligan
Chief Executive Officer, Pershing, a BNY Mellon company

Mark Smallwood
CEO, Rapier Consulting

Michael Velten
Partner, Asia Pacific Financial Services Tax Leader, Deloitte

Naomi Rive
Group Director and Head of Family Office, Highvern Trustees

Richard Vargo
Managing Director, Bancassurance, Consumer Investment & Insurance Products, DBS Bank

Rohit Bhuta
Chief Executive Officer, Crossinvest

Rohit Kumar Ganguli
Head of Wealth Planning Asia, EFG Bank

Sebastien Hayoz
Managing Director, Asiaciti Trust

Simon Lints
Chief Executive Officer, Singapore, Schroders Wealth Management

Stephanie Almeida
Trust Manager, Hawksford

Steven Weekes
Head of Private Wealth Solutions, Southeast Asia, HSBC Private Banking

Swan Khing Go
Managing Partner, Marc Faber Group

Thomas von Rueti
Chief Commercial Officer, Singlife

Walter de Oude
Founder & Chief Executive Officer, Singlife

Tan Woon Hum
Partner, Head of Trust, Asset & Wealth Management Practice, Shook Lin & Bok

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

Yong Sheng Hon
Senior Associate, Withers KhattarWong

Zac Lucas
Founder, Head of Legal, Centenal

Sponsors & Partners

2019 Sponsors

• Henley & Partners

• Hawksford
• Jersey Finance
• Bordier 1844
• Pershing
• 360F Advisory Revised
• Premia Partners
• Finance Malta
• Swiss Trust AG
• Swissquote
• Rapier Consulting Limited

• Asiaciti Trust
• Butterfield

• Bunker Gold & Silver
• J.rotbart & Co.
• Expersoft
• Sovereign
• Singlife
• OldMutual International
• AAM Advisory
• Triden Trust
• Cone Marshall Group
• Butler Snow