Venue
Mandarin Oriental Hotel
Mandarin Oriental Hotel, 5 Raffles Ave, Singapore 039797

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Event Date Thu Jun 21 HKT (over 6 years ago)
In your timezone (EST): Thu Jun 21 12:00am - Thu Jun 21 12:00am
Location Mandarin Oriental Hotel
5 Raffles Ave, Singapore 039797
Region APAC
Details

The event is specifically for Chief Executive Officers, senior management, product/fund gatekeepers and business heads across advisory, compliance, technology and other key areas – working at local and international Private Banks, Retail Banks, Ifas, Insurance Companies, Single and Multi-Family Offices, and other Independent Wealth Management Firms.

Key elements of the event:
• A unique get-together enabling delegates to meet with 250+ leading wealth management practitioners
• An unprecedented opportunity to hear from more than 30 local and international speakers who are experts in this space
• 7 focused 10-minute presentations
• 5 Panel discussions
• 4 40-minute workshops

At a time when financial institutions of all types are re-assessing their strategies and engagement of all kinds of technology – our ambition is to create unique thought-leadership from the most influential participants in the wealth management community.

There are panel discussions specifically focused on these topics:
• What is digitized advice?
• What’s next for digital in wealth?
• Demystifying all the hype
• Digital = Faster, cheaper and better wealth management

Speakers

2018 Speakers

Andreas Wenger
General Manager, Asia Pacific, Imtf

Damien Piper
Regional Director, Asia, Finantix

Darryn Noble
Vice President, Sales Consulting, Nexj Systems

David Wilson
Head of Asia Wealth Management, Capgemini

Duncan Klein
Head of Outbound Product Management, BondIt

Elena Okhonko
Independent Financial Advisor Representative, Financial Alliance

Evy Wee
Executive Director, Head of Digital Advisory & Portfolio Implementation, Regional Investment Product & Advisory, Dbs Bank

Frank Henze
Practice Lead - Financial Services Information Technology, Trimantium GrowthOps

Freddy Lim
Co-Founder & Chief Investment Officer, StashAway

John Okoro
Head of Agile Practice, Orbium

John Robson
Chief Commercial Officer, Quantifeed

Julian Kwan
Chief Executive Officer, InvestaCrowd

Kunal Bajaj
Founder, Chief Executive Officer, Clearfunds

Mark Nelligan
Chief Executive Officer, Singapore, Pershing

Mark Wightman
Partner, Wealth & Asset Management Advisory, Ey

Mathias Helleu
Executive Chairman, 8 Securities

Nakul Kurup
Head, Digital Monetisation & Performance Management, Ocbc Bank

Navin Suri
Chief Executive Officer, Percipient

Nick Hungerford
Senior Advisor, Portag3 Ventures

Paul Hodes
Wealth Management Head Asia Pacific and Emea, Citi

Rachel Chen
Head of Digital Wealth, Aviva

Sandeep Mukherjee
Head of Wealth Management Client Proposition, Standard Chartered Bank

Seamus Donoghue
Director, Bit-Harbor

Shane Meredith
Director, Wealth & Advisory, Ss&C Technologies

Stanley Chao
Co-Founder and Head of Data Science, Red Pulse

Tanmai Sharma
Chief Executive Officer, Canopy

Thomas Achhorner
Global Head of Solutions, Additiv

Timothy Neville
Managing Director – South East Asia, Fnz

Urs Lichtenberger
Director, Client Platform, Asia Pacific, Credit Suisse

Sponsors & Partners

2018 Sponsors

PLATINUM:
• Fnz

GOLD:
• SaffronRobo
• Imtf
• Iress
• Ss&C
• Nexj Systems
• Capgemini
• Pershing

SILVER:
• Quantifeed
• Finantix
• BonIT

BRONZE:
• Synpulse
• 360F
• Mercer
• Orbium
• Expersoft