Hubbis Wealth Solutions Forum 2023 | Hubbis | 13 June 2023 | The Fullerton Hotel Singapore, 1 Fullerton Square, Singapore 049178

The event will feature the half-day-plus format we introduced with great success in 2022 to deliver the most efficient and engaging agenda, discussions and networking, beginning at 09.00 and ending at 14.00 after lunch (for those that would like to stay).

Passing wealth to the next generation can be a complex and challenging task for any family, and this is particularly true for Asian ultra-high-net-worth (UHNW) families.

The event is supported by leading professional services firms that help UHNW families address these challenges. Providing advice and guidance on wealth transfer strategies, tax planning, legal and regulatory compliance, and family governance. These firms also provide access to specialised expertise in areas such as trust and estate planning, philanthropy, HNW Insurance and investment management. The forum covers all the topics necessary so UHNW families can better navigate the challenges of wealth transfer and ensure the successful preservation of their wealth to future generations.

2023 Speakers

Lee Wong
Head of Family Services, Asia, Lombard Odier

Bryan Henning
SVP, Head of International, Eton Solutions

Lee Sleight
Head of Business Development, Asia, Lombard International Assurance

Shawn Wang
Head of Trust Service, Singapore, Ocorian

Roger Chi
Managing Partner, 1291 Group

Ethan Chue
Chief Executive Officer, Family Succession Advisors

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

Wen Ni Aw
Partner, Wong Partnership

Carolyn Leng
Managing Director, Bordier & Cie

David Chong
Founder & President, Portcullis Group

Tess Wilkinson
Director of Education Services, Henley & Partners

Edmund Leow
Senior Partner, Senior Counsel, Dentons Rodyk & Davidson

Michael Velten
Tax Leader, Deloitte Private

Alexandra Geiger
Foreign Counsel (Registered Foreign Lawyer), Rajah & Tann

Scott Moore, IMCM
Managing Director, Henley & Partners

Rohit Ganguli
Head of Wealth Planning Asia, EFG Bank

Kimmis Pun
Managing Director, Family Office, Shenning Investments

Francis Liu
Chief Executive Officer, Private Clients, Asia & Chief Executive Officer, Singapore, Lombard Odier

Anthony Chan
Chief Executive Officer, Isola Capital

Tommy Leung
Co-Head Global Family and Institutional Wealth, APAC, UBS Global Wealth Management

Feisal Alibhai
Founder & Integrative Head, Qineticare

Yeoh Lian Chuan
Partner, Withers KhattarWong

Marcus Parker
Partner, Stewarts Law

2023 Partners

• 1291 Group
• Accenture
• Additiv
• Allfunds
• Alpadis
• Alta
• APEX
• Lumen Vietnam Fund
• Asiaciti Trust
• Avendus
• Bordier
• BMT
• Bunker Gold & Silver
• Butler Snow
• CGS CIMB
• Chelmer
• Citadel Group
• Cloudwall
• Comarch
• Credit Agricole
• CSOP
• Deloitte Private
• EFG Private Group
• Equiom
• ETON Solutions
• Expersoft
• FinIQ
• FNZ
• GAM Investments
• Geneva
• GMO
• GoUpscale
• GTN
• Hansard
• Helicap
• H&P Henley & Partners
• Infosys Finacle
• Invest Cloud
• Investors Trust
• IShares
• J O Hambro
• J.Rotbart & Co.
• Janus Henderson
• Katch
• Kidbrooke
• Kilde
• Knighthead
• Kristal
• Lombard International Assurance
• Lombard Odier
• MFEX by Euroclear
• Novel Patterns Redefining Limits
• Nuvama
• Obligate
• Ocorian
• BNY Mellon
• Premix Partners
• Qineticare
• SAXO Be Invested
• SDAX
• Shojin
• SimCorp
• Simon Kucher
• Six
• Spencer West
• SS&C Eze
• SS&C GlobeOp
• Swissquote
• Synpulse
• Transamerica
• Trident Trust
• UBS
• Wealth Dynamix
• W Ealtra