Independent Wealth Management Forum 2022 - Singapore | Hubbis | 10 May 2022 | Pan Pacific Hotel, Singapore, 7 Raffles Boulevard, Marina Square Singapore

Panel discussions on these topics:

• Wealth Leaders – positioning for and embracing growth in the post-pandemic world
• The Pathway to Inclusive Investment
• Improving the platform, custody and processes
• What can you offer your clients that is interesting and different?

Presentations on these topics:

• A Deeper Dive: The Pathway to Inclusive Investment
• Is the era of the new platform here?
• War, Inflation and Biotech
• International Real Estate Financing for High Net Worth Clients
• Roadmap to building a Competitive Advantage to grow your business with Digital Assets

Topics we will cover in the forum;

The battle for independence
While the independent wealth management industry, of course, works with the private banking community in relation to custodian and other services, the independents are fighting tough to win over Asia’s high-net-worth (HNW) clients and their families. Advice-led, client-centric, knowledge-based models that focus on transparency are seen as the best route to combatting the big brand presence of the private banks in the region.
In challenging markets, good advice is in greater focus

While private banks might have a wide range of services to offer HNW individuals (HNWIs) and their families, there is far too much focus on product rather than advice. Being aligned with the families and the family offices presents a huge opportunity, especially as mainstream financial market conditions worsen and become more confused, with raising inflation, with mixed signals about rate rises and so many geopolitical concerns.

2022 Speakers

David Packham
Founder, Chintai

Cheryl Chong
Co-Founder, The Social Co.

David Doerig
Chief Operating Officer, Corecam

Urs Brutsch
Managing Partner & Founder, HP Wealth Management

Mandeep Nalwa
Chief Executive Officer, Asia & Middle East, Taurus Wealth Advisors

Philipp Piaz
Partner, Finaport

Lucie Hulme
Chief Executive Officer & Partner, TriLake Partners

Rafael Weber
Head of Institutional Clients, Swissquote

2022 Partners

PLATINUM:
• Swiss Quote
• BNY Mellon
• Global Mortgage Group
• Janus Henderson Investors
• Chintai

SILVER:
• Global Precious Metals
• WIZE