Independent Wealth Management Forum 2023 | Hubbis | 10 May 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 09.00am till 2.00pm. With three workshops in the afternoon finishing at 5.00pm.

Very simply, the event will focus on the evolution of Independent Wealth Management in Singapore and more broadly across Hong Kong and Asia.

Key elements of the event:

• 6 specialist presentations
• 3 panel discussions
• A unique get-together enabling delegates to meet with 200+ leading wealth management practitioners from local, regional and Independent Wealth Management Firms, Family Offices, IFAs, local, regional, and international Private Banks, Fund Houses, private asset specialists, Insurance Companies, Digital Solutions Providers & FinTechs, Lawyers, Consultants and others…
• An unprecedented opportunity to hear from more than 20 local and international speakers who are well-known experts in the broad landscape of the wealth management community
• Networking coffee and refreshment breaks
• Lunch for those who wish to stay
• And…the event will qualify for 6 hours of CPD

The event will cover these main themes in 2023 –

• Reacting to more intense competition: The private wealth management market in Singapore is highly competitive, making it difficult for multi-family offices and external asset managers to stand out. However - there is a growing demand for personalised and bespoke wealth management services, presenting great opportunities for multi-family offices and external asset managers to differentiate themselves.
• Attracting and retaining talent: Attracting and retaining highly skilled professionals in a competitive job market can be a challenge. Not to mention the rising cost. How are firms coping and what’s the strategy?
• Technological advancements: Keeping up with technological advancements and integrating them into wealth management services can be challenging. How are firms reacting and responding so they can enhance their processes, platform and client experience?

2023 Partners

• Janus Henderson Investors
• Saxo
• Swissquote
• EFG Private Banking
• GTN
• Credit Agricole
• ALTA