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Event Date |
Wed Sep 6 +08 (over 1 year ago)
In your timezone (EST): Tue Sep 5 12:00pm - Tue Sep 5 12:00pm |
Location |
The Glasshouse
5 Fraser St, Andaz, Singapore 189354 |
Region | APAC |
The event will feature the half-day-plus format we introduced with great success in 2022 to deliver the most efficient and engaging presentations, workshops, panel discussions and networking.
Very simply, the event will focus on the evolution of specialist HNW Life Insurance and related investment solutions for wealthy private clients in Singapore, and how the wealth management industry can work with the insurers, specialist brokerage firms, lawyers and tax advisers, to deliver the right levels of information and advice to help private clients in this growing and very important field.
Key elements of the event:
• 5 specialist presentations
• 4 panel discussions
• A unique get-together enabling delegates to meet with 150+ leading wealth management practitioners from local, regional and international
• Private Banks, Independent Wealth Management Firms, Family Offices, IFAs, Insurance Companies, Lawyers, Tax Advisers and others…
• An unprecedented opportunity to hear from more than 15 local and international speakers who are well-known experts in the life insurance sector, in private banking and in the EAM community in the Singapore and further afield, specialists in estate and legacy planning/solutions as well as lawyers, consultants and others associated with the broader life solutions and wealth management communities.
• Networking coffee and refreshment breaks.
• Lunch for those who wish to stay.
• And…the event will qualify for 3.5 hours of CPD.
2023 Speakers
Roger Chi
Managing Partner, 1291 Group
Peter Triggs
Partner, 1291 Group
Benjamin Szeto
Partner, 1291 Group
John Shoemaker
Registered Foreign Lawyer, Butler Snow
Lee Woon Shiu
Managing Director & Group Head of Wealth Planning, Family Office & Insurance Solutions, DBS Private Bank
Michael Velten
Senior Partner, Financial Services Tax Leader, Southeast Asia, Deloitte Private
Junwei Han
Director, Financial Service Tax, Deloitte Private
Rohit Ganguli
Head of Wealth Planning Asia, EFG Bank
Philipp Piaz
Partner, Finaport
Scott Moore, IMCM
Managing Director, Henley & Partners
Robert Chan
Vice President, Business Development, Knighthead Annuity & Life Assurance Company
John Harrell
Executive Vice President - Head of Sales and New Business, Knighthead Annuity & Life Assurance Company
Lee Sleight
Head of Business Development, Asia, Lombard International Assurance
Nicholas Kourteff
Insurance Industry Consultant, NicAl
Sharon Yam
Regional Head, APAC, Ocorian
Sze Kuan Sim
Of Counsel, RHTLaw Asia
Zac Lucas
Partner – International Private Wealth, Spencer West
Eddy Goh
Head, Brokerage Sales & Distribution, Transamerica Life
2023 Partners
PLATINUM:
• 1291 Group
• Lombard International Assurance
• KnightHead Annuity and Life Assurance Company
GOLD:
• Henley and Partners
• Transamerica Life Bermuda
• Ocorian
SILVER:
• Wealtra
• Butler Snow
• Go Upscale
BRONZE:
• Deloitte Private