2020-11-04T00:00:00-0500

2020-11-04T00:00:00-0500

Private Wealth Asia Singapore Forum Singapore | November 5, 2020 Request Agenda


The Private Wealth Asia Forum is Singapore’s leading conference for family offices, high net worth wealth managers and private banks from throughout the region and one of the flagship meetings of our global private wealth series. The forum’s content was developed through hundreds of one on one meetings with the HNW family wealth management community and the programs speaker faculty is primarily comprised of leaders in the sector from across Asia. Our agenda covers asset allocation and protection, equity markets, fixed income, alternative investments, as well as succession planning and an outlook of the financial markets and the global economy. This event is completely closed door and invitation only, it has been designed to enable genuine peer-to-peer learning and networking for the regional family office and high net worth wealth management community.


KEYNOTE SPEAKERS

Wey Fook Hou, Chief Investment Officer, DBS Bank

Wey Fook is Chief Investment Officer, Consumer Banking & Wealth Management at DBS Bank, Singapore's largest bank and leading wealth manager in Asia. He is responsible for investment strategies in DBS, which include global strategic and tactical asset allocations for their clients. He leads a regional team of investment strategists and communications specialists within the Chief Investment Office to develop and publish the bank’s house views on investment strategies, asset allocation calls, and thematic trading ideas across all financial asset classes.


James Cheo, Chief Market Strategist, Southeast Asia, HSBC Private Bank

James Cheo is Chief Market Strategist, Southeast Asia, for HSBC Private Banking. He provides thought leadership for investment strategy and thematic investments. James is a member of the HSBC Private Banking’s Global Investment Committee and Asia Regional Investment Committee. James has more than 15 years of portfolio strategy, asset allocation and economic research experience. Prior to re-joining HSBC, James was Senior Investment Strategist at Bank of Singapore, responsible for asset allocation and thematic research.


Haren Shah, Head of Investments, Taurus Family Office

Haren Shah is Head of Investments at Taurus Wealth Advisors. He leads a team of Investment Counsellors to provide Wealth Management and Investment Advice to Clients and is also responsible for developing and guiding their global markets and asset allocation strategies. He and his team are responsible for generating investment solutions that meet the needs of Clients, duly customised to their individual risk profiles and needs. Prior to joining Taurus, Haren spent 15 years with Citibank in various capacities and holds an MBA from Indiana University in both Marketing and Finance.


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REQUEST AGENDA

Please note only corporate email addresses will be accepted only.

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By using your corporate email address, we can verify that you are a registered financial professional.

Key Discussion Topics

ASSET ALLOCATION

With competition for clients and assets on the rise, wealth managers need to ensure that their asset allocation strategies address the balance between risk and opportunity.

ASSET PROTECTION

How can private clients and wealthy families leverage an increasingly specialized and expert industry to protect wealth?

FIXED INCOME INVESTMENTS

Global growth remains positive and central banks around the world continue to unwind what has been a very accommodative monetary policy. However, with volatility likely to stay high, investors must continue to do their homework.

ALTERNATIVE INVESTMENTS

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?

FAMILY GOVERNANCE AND SUCCESSION PLANNING

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?

REAL ASSET AND REAL ESTATE INVESTMENT STRATEGIES

With volatility expected to continue throughout 2020 in public markets, investors with an appetite for less risk will be turning to real estate and other real assets investments. Still, finding the best opportunities will require great due diligence and patience.


REGISTRATION

INVESTORS: Complimentary Registration for all qualified investors. Email IR@marketsgroup.org for more information on obtaining a complimentary ticket.

MANAGERS & SERVICE PROVIDERS: Rates below reflect the current price for all asset managers and service providers.

PRICING

Early Bird 800 02/28/20
Level 1 1,100 03/20/20
Level 2 1,400 04/17/20
Level 3 1,700 05/22/20
Level 4 2,000 06/26/20

VENUE


Marina Bay Sands Expo and Convention Centre
10 Bayfront Ave
Singapore
018971
CLICK TO VISIT VENUE WEBSITE

CONTACT

Sponsorship Opportunities & Registration

+1 212-804-6220

Sales@marketsgroup.org

Allocator Attendance

+1 347-778-2568

IR@marketsgroup.org

Media Partnerships

+1 212-600-8631

John.Zajas@marketsgroup.org