Independent Wealth Management Forum 2020 | Hubbis (HK) Limited | 22 April 2020 | TBA, Singapore

Has the EAM / IAM sector progressed as rapidly or as comprehensively as market participants expected? Are the IAMs as independent as they say they are? Are they transparent in their approach to clients, to fees, retrocessions and trailer fees? Are the IAMs truly offering dispassionate, objective advice and / or delivering outperformance? Can the IAMs attract the requisite quality of expertise and experience from the private banks so they can grow their platform.

Key elements of the event:
• Identify success stories and best practices with more than 250+ leading independent wealth management colleagues.
• A meaningful get-together with top Asia-based Independent Asset Management Firms (IAM), External Asset Managers (EAM) and Multi
Family Offices (MFO).
• Explore and foster industry collaboration with exciting and interactive panel discussions, focused presentations, workshops, head-to-
head interviews, and more.
• 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

2020 Speakers

Adam Reynolds
Saxo Markets

Aleksey Mironenko
Premia Partners

Alex Borissov
Finaport

An Kelles
Jersey Finance

Antoine Bracq
Lighthouse Canton

Arnulfo de Pala
TriLake Partners

Benn Ng
Raffles Family Office

Beonca Yip
China AMC

Brad Thompson
Fidelity Settlements

Damian Hitchen
Swissquote

David Friedland
Interactive Brokers

David Perez de Albeniz
Allfunds

Deep Singh
EFA Group

Dominic Volek
Henley & Partners

Gary Dugan
The Global CIO Office

Haren Shah
Taurus Wealth Advisors

Harold Kim
Neo Risk Investment Advisors

Ioannis Ioannikiou
Casamont Cyprus

Irene Lee
Alpadis Group

Ivan Chang
Saxo Markets

Jason Tsu
Lombard International Group

Johan Jooste
The Global CIO Office

Joyce Woo
Jachin Capital

Laurence Lancaster
Sovereign Group

Marilyn See
Trident Trust

Mark Nelligan
Pershing, a BNY Mellon company

Mark Smallwood
Rapier Consulting

Martin Young
Farringdon Asset Management

Maxime Fages
Global Precious Metals

Oliver Balmelli
EFG Bank

Peter Muehlsiegl
Leonteq Securities

Peter Triggs
1291 Group

Philipp Piaz
Finaport

Robert Cheung
Assured Asset Management

Rohit Bhuta
Crossinvest

Scott Moore, IMCM
Henley & Partners

Koh Sin Yee
Duff & Phelps

Steve Knabl
Swiss-Asia Financial Services

Steve Lawless
Salus

Tony Wong
CSOP Asset Management

Tuck Meng Yee
JRT Partners

Urs Brutsch
HP Wealth Management

Will Lawton
Quo

Wolfdieter Schnee
VP Bank

Tan Woon Hum
Shook Lin & Bok

2020 Sponsor

• LIGHTHOUSE CANTON
• FinsionLife
• HP Hemley & Partners
• 1291 GROUP