The Private Wealth Asia Forum is the flagship meeting for our private wealth series in Asia and the leading wealth management, wealth planning and international investment management meeting for private banks, wealth managers and family offices from Asia.
The investor focused meeting brings together 300 industry leaders from the private wealth management field for a one-day conference discussing strategies to protect, preserve and grow wealth.
Panel sessions will provide attendees with updated peer education on asset allocation, wealth management, asset protection, succession planning, private client management, offshore structuring, tax, trust and estate planning.
The program is structured around high level content with more than ten hours of targeted networking sessions, making this forum an excellent occasion to exchange some ideas about the latest trends with prominent leaders from the private wealth management world.
James Tan, Managing Partner, Quest Ventures
James Tan is Managing Partner at Quest Ventures, a leading venture fund for technology companies that have scalability and replicability in large internet communities. Prior to this, James was co-founder and COO of 55tuan, a NASDAQ listed e-commerce group that grew to more than 200 cities and 5,000 employees across China. Quest Ventures’ portfolio of 40+ venture-backed companies operate in more than 150 cities across Asia, creating employment and advancement opportunities for more than 4,400 employees, while its Enterprise and ESG efforts directly impact thousands more.
Sung Cheng Chih, Founding Partner and Chief Executive Officer, Avanda
Cheng Chih joined the Government of Singapore Investment Corporation (GIC) in 1993 and retired as Managing Director and Chief Risk Officer in 2011. Over the intervening years, Cheng Chih worked to enhance GIC’s capabilities in risk management, asset allocation, currency management, portfolio rebalancing, performance measurement, and treasury management. In late 2014, Cheng Chih set up Avanda Investment Management, a global asset management company based in Singapore, along with long-time GIC colleagues Ng Kok Song and Quah Wee Ghee. With assets under management of US$6 billion, Avanda strives to serve the investment needs of long-term asset owners by providing global multi-asset investment solutions and Asia-centric investment strategies.
Mark Matthews Head Research Asia Julius Baer
James Cheo Chief Investment Officer, Southeast Asia, Private Banking and Wealth Management at HSBC HSBC Private Banking
Alvin Poh Executive Director, Head of Funds Due Diligence Bank of Singapore
Diana Robinson Head of Investments, Southeast Asia J.P.Morgan, Private Bank
Gary Tiernan Head of Investments Crossinvest
Pierre DeGagné Head of Fund Selection Team DBS Bank
Stephen Pau Chief Investment Officer Hefeng Family Office
Kieran Calder Head of Equity Research Asia Union Bancaire Privée
Vincent Au Chief Investment Officer, Managing Director, ALPS Advisory (HK)
Timur Yakubov Investment Manager Uzbek Oman Investment Company
Eugenia Koh Head of Impact Investing and Strategic Engagements Standard Chartered Bank
Terence Tan Regional Head Advisory Solutions & Product Management EFG Bank
Isaac Poole Global Chief Investment Officer Oreana Portfolio Advisory Services
Adam Margolis Head of FX Advisory Citi Private Bank
Haren Shah Head of Investments Taurus Family Office
Samuel Tay Director, Real Estate, Asia Pacific WeWork
Nitai Utkarsh Lead, Investment Strategy & Chairman Family Office Hero MotoCorp
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UPDATED EDUCATION ON ASSET ALLOCATION AND ASSET PROTECTION
Learn how local and regional clients are growing their assets and protecting their wealth.
Learn about the emerging trends in Asia
Private equity, hedge funds, real estate, commodities, and esoteric asset classes all hold appeal for wealthy families. How do we demystify allocations outside the traditional markets?
How can effective governance structures face the challenges of family, business, financial and legacy continuity in order to sustain and preserve wealth for generations to come?
|Pre-Early Bird II||800||11/30/18|
|Early Bird I||1000||12/28/18|
|Early Bird II||1250||01/31/19|
|Pre-Event Registration I||1400||02/28/19|
|Pre-Event Registration II||1600||03/29/19|