Hubbis Wealth Solutions Forum 2024 - Singapore | Hubbis (HK) Limited | 4 June 2024 | The Glasshouse, 5 Fraser St, Andaz, Singapore 189354

As the challenges and opportunities facing UHNW families continue to evolve, the landscape of wealth planning and structuring requires a proactive approach. We at Hubbis are excited to invite you to participate in our upcoming events designed exclusively for wealth planning and structuring professionals and senior management and RMs at private wealth managers.

The forum will be attended by around 350 senior management, product gatekeepers and business heads from local and universal Private Banks, with other wealth managers like Independent Wealth Managers, Multi-Family Offices (MFOs), Single Family Offices (SFOs), External Asset Managers (EAMs). Also in attendance are professional services firms who provide advice to HNW and UHNW families – including lawyers and tax advisers.

The forum will feature over 20 specialist speakers who bringing together regional experts to examine the evolving landscape of wealth solutions and planning tools, fostering the most suitable outcomes for the region’s ultra wealthy.

Join us as we delve into the most pressing topics surrounding UHNW clients' needs, including:
• Transitioning Wealth: Strategies to seamlessly transition business and investment assets to the next generation while mitigating potential risks and preserving family unity.
• Protecting Wealth: Innovative structures and legal frameworks that safeguard wealth from global economic volatility and unforeseen challenges.
• Business Succession Planning: Navigating the complexities of business ownership transfer and maintaining operational efficiency during leadership changes.

2024 Speakers

Roger Chi
Managing Partner, 1291 Group

Peter Triggs
Partner, 1291 Group

Richard Grasby
Partner, Private Client & Trusts, Appleby

Evonne Tan
Head of Barclays Private Bank, Singapore, Barclays Private Bank

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

Rohit Ganguli
Head of Wealth Planning Asia, EFG International

Bryan Henning
SVP, Head of International, Eton Solutions

Dominic Volek
Group Head of Private Clients and Member of the Executive Committee, Henley & Partners

Mark Smallwood
Engagement & Consulting Partner, Hubbis

Dr Irina M Francken
Director, IN Fiduciary Serices

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

H.S.H. Gisela Bergmann, Princess of Liechtenstein
CEO, Managing Director, Industrie-und Finanzkontor Etablissement

Vivian Hu
Managing Director, Leo Wealth

Sharon Yam
Country Head - Singapore, Head of Private Clients, Ocorian

Kee Lay Lian
Partner, Rajah & Tann

Kimmis Pun
Managing Director, Family Office, Shenning Investments

Zac Lucas
Partner – International Private Wealth, Spencer West LLP

Christopher Tanchou
Head of Business Development, Swiss Life

Claire Tan
Business Development Director, Global Private Wealth, Swiss Life

Hrishikesh Unni
Managing Director, Client Investments Head of Best Practices Program, Taurus Wealth Advisors

Alvin Lim
Partner, WongPartnership

2024 Partners

PLATINUM:
• 1291 Group
• Henley & Partners
• Ocorian

GOLD:
• I&F
• Eton Solutions
• SwissLife
• In Fiduciary Services

SILVER:
• Knighthead
• Global Precious Metals
• Wealtra

BRONZE:
• Trident Trust