Venue
JW Marriott Hotel Singapore South Beach
JW Marriott Hotel Singapore South Beach, 30 Beach Road, Nicoll Hwy, Access Via, Singapore 189763

What is Qwoted?

Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.

Event Date Wed Nov 6 +08 (about 1 month ago)
In your timezone (EST): Tue Nov 5 11:00am - Tue Nov 5 11:00am
Location JW Marriott Hotel Singapore South Beach
30 Beach Road, Nicoll Hwy, Access Via, Singapore 189763
Region APAC
Details

Join us for an exclusive gathering in Singapore, where the elite of private wealth management converge to explore the future of advising UHNW and HNW clients in Singapore and SE Asia. This event brings together senior management, product gatekeepers, and relationship managers from leading local and international private banks, alongside independent wealth managers, multi-family offices, single-family offices, and securities firms. Accompanied by expert lawyers and tax advisers, we will delve into the latest investment trends, cutting-edge asset classes, and innovative strategies. Discover how to scale your advisory platforms effectively while maintaining personalised client service. Stay ahead with insights on regulatory changes, risk management, and the evolving technological landscape. Elevate your expertise and network with the best in the industry at this must-attend event.

This event will focus on equipping private wealth management professionals with the latest insights and strategies to navigate the ever-evolving investment landscape. Attendees will delve into a comprehensive exploration of traditional and alternative asset classes, including equities, fixed income, real estate, private equity, hedge funds, and digital assets. The forum will emphasise thematic investments in technology, healthcare, and infrastructure, highlighting growth opportunities and innovation drivers.

Additionally, there will be an in-depth analysis of emerging markets, offering detailed insights into high-growth regions and local market dynamics. The discussions will also cover the latest trends in passive and active management, providing attendees with a nuanced understanding of leveraging index funds, ETFs, and actively managed funds to optimize their investment objectives. With expert-led panels, case studies, and interactive sessions, the forum aims to provide valuable knowledge and practical tools for managing risk and maximizing returns in a complex global market.

Why you should attend?
Connect:
• Connectivity across Private Banking, Independent Wealth Management, Retail Banking, Asset Management, Insurance, Technology, Professional Services and other communities.
Learn:
• Find out how the industry can develop further & lessons it can learn from elsewhere. Improve skills and knowledge through a practical, enjoyable and interactive learning experience.
Enjoy:
• Hubbis events are not only consistent, relevant, engaging and unique but also highly positive, and fun experiences.

Speakers

2024 Speakers

CHAIRS:

Alex Ng
Head of Intermediary Sales, Asia ex Japan, Janus Henderson Investors

Eric Levinson
Deputy Managing Director, Head of Business Development, VinaCapital

Shihan Abeyguna
Managing Director South East Asia & Head of Business Development Asia, Morningstar

Michael Stanhope
Founder & Chief Executive Officer, Hubbis

Kay Van-Petersen
Principal, Hodl Group

SPEAKERS:

Thomas Tan, CFA
Head of Investment Marketing, AIA Group Unit-Linked and Pensions Business, AIA

Daniel Chung
Chief Executive Officer, Chief Investment Officer, Alger

Rika Hariman
Chief Executive Officer, CAMP Investment Technologies

Carolyn Leng
Managing Director, Group Head of Private Clients, CGS International

Bruce Zhang
Head of Fixed Income, CSOP Asset Management

Timothy Tan
Head of Sales and Partnerships, Cactus Custody

Marc Lansonneur
Managing Director, Head of Managed Solutions and Investment Governance, DBS Private Bank

Terence Bong
Managing Director - Head of Singapore, GAM Investments

Lasanka Perera
Chief Executive Officer, Singapore, Independent Reserve

Arjan de Boer
Head of Markets, Investments & Structuring, Asia, Indosuez Wealth Management

Julian Kwan
Co-Founder & CEO, InvestaX

Joshua Rotbart
Managing Partner, J. Rotbart & Co.

Matthew Bullock
EMEA Head of Portfolio Construction and Strategy, Janus Henderson Investors

George Boubouras
Managing Director, Head of Research, Investments & Advisory, K2 Asset Management

Joyce Woo
Chief Executive, Head of Singapore, Leo Wealth

Roy Lee
Managing Director, Head of IAM & Family Office, Leonteq

Oktay Kavrak
Director, Communications & Strategy, Leverage Shares

Mauricio Ribeiro
Partner, MOIQ Capital

Oleg Ruban
Head of APAC Equity Solutions Research, MSCI

Eddy Loh
CIO, Group Wealth Management, Maybank

Joel Gasche
Chief Executive Officer, Asia, Mikro Kapital

Gareth Nicholson
Chief Investment Officer and Head of Discretionary Portfolio Management, International Wealth Management, Nomura

Akshay Prasad
Managing Director, Head of Investment Products & Advisory Solutions, Nomura

Michel Della Libera
Founder and Chief Executive Officer, OneRock Investments

Harn Tan
Managing Director, Head of Discretionary Portfolio Management & Ultra High Net Worth Solutions, Asia, RBC Wealth Management

Kimmis Pun
Managing Director, Family Office, Shenning Investments

Dr. Janet Liu, CFA CAIA CFtP
VP, Investment Advisory, StashAway

Ritesh Ganeriwal
MD, Head of Investment and Advisory, Syfe

Benedict Yap, CFA
Senior Vice President and Product Specialist, Sygnum

Samar Sen
Head of APAC, Talos

Hrishikesh Unni
Managing Director, Taurus Wealth Advisors

Noli de Pala
Chief Investment Officer, TriLake Partners

Thomas Rupf
Chief Investment Officer Asia, VP Bank

Sponsors & Partners

2024 Partners

PLATINUM PARTNER:
• Janus Henderso Investors

GOLD PARTNERS:
• Vina Capital
• J.Rotbart & Co
• ALGER
• CSOP Asset Management
• Morningstar
• Leverage Shares

SILVER PARTNERS:
• Global Precious Metals
• MSCI
• Wealtra
• AlphaSense

BRONZE PARTNERS:
• Kilde
• Wealth Dynamix
• Carlisle Management
• Independent Reserve
• GAM Investments
• Mikro Kapital
• Leonteq
• HODL Group
• InvestaX
• Cactus Custody
• Camp Investment Technologies
• Talos
• Sygnum