The Private Wealth Asia Forum is the region's leading conference for family offices, high net worth wealth managers and private banks from throughout the region. The forum’s content is developed through hundreds of one-on-one meetings with the high net worth family wealth management community and the program's speaker faculty is primarily comprised of leaders in the sector 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, and it is designed to enable genuine peer-to-peer learning and networking for the regional private wealth community.
We're committed to the health and safety of all of our attendees. At each of our events the following COVID-19 related protocols will be in place to ensure a safe and comfortable experience for all guests:
* Fully vaccinated means two weeks after the second dose in two-dose vaccine or two weeks after the first dose in a one dose vaccine.
Eli Lee, Head of Investment Strategy, Bank of Singapore
Mr. Lee is the Head of Investment Strategy at Bank of Singapore and plays a central role in developing asset allocation and thematic strategies across global asset classes for the overall group and the portfolio management team. He is a key member of Bank of Singapore’s investment committee, which determines the bank’s overall investment direction, and also sits on the OCBC Group Wealth Panel. As a thought-leader, Eli’s investment views are often featured in international media, including the Wall Street Journal, Bloomberg and CNBC. Prior to joining Bank of Singapore, Eli headed the special situations research team at OCBC Bank. He began his investment research career at the Wellington Management Company in Boston and holds a master’s degree from Harvard University.
James Cheo, Chief Investment Officer, Southeast Asia, Private Banking and Wealth Management at HSBC, HSBC Private Banking
Based in Singapore, James brings more than 15 years of portfolio strategy, asset allocation and economic research experience to this role. James spearheads the development of product fulfilment strategies across all asset classes for clients in Southeast Asia in close collaboration with the Investment Counsellors and Product Specialists in Singapore.
Prior to re-joining HSBC Private Banking, James was Senior Investment Strategist at Bank of Singapore, responsible for asset allocation and thematic research. Before that, James assumed Investment Strategist roles also at Barclays Wealth Asia and KazimAsset Management. From 2004 to 2009, James served as Senior Economist at the Monetary Authority of Singapore, where he was part of the team that prescribed policy actions for Singapore during the 2008 Global Financial Crisis.
With his knowledge and wealth of experience, his investment views are frequently sought after. He has established a strong media profile, with appearances on notable financial media including Bloomberg, CNBC, Channel News Asia, Channel 8 Mandarin News; and printed publications such as the Financial Times, Straits Times, Business Times.
James graduated with First Class Honoursin Finance from NanyangTechnological University. He was awarded the Chartered Financial Analyst charter in 2007.
Sylvia Lim Chief Executive Officer RheinGold Family Office
Steve Brice Chief Investment Officer Standard Chartered Bank
David Chong Group President Portcullis (Multi Family Office)
Gareth Nicholson Chief Investment Officer and Head of Discretionary Portfolio Management Nomura International Wealth management
Kamran Khan Managing Director and Head of Environment, Social and Governance for Asia Pacific Deutsche Bank
Bryan Goh Chief Executive and Chief Investment Officer Tsao Family Office
Johan Martino Executive Director – Fixed Income Asset Class Expert Pictet Wealth Management
Kieran Calder Head of Equity Research Asia Union Bancaire Privée
Suresh Tantia Senior Investment Strategist Credit Suisse Private Banking
Kevin Foo Head of Private Wealth & High Net Worth Insurance Noah Holdings
Kevin Gin Alpha Capital (Family Office) Founder and Managing Director
Gary Tiernan CEO of Capital Golden Equator Group
Joe Lin Director, Investments Golden Equator Wealth
Giri Rajendran Senior Partner & Investment Manager Lumen Capital Investors
Clarence Chew Managing Partner ALXZA Family Office
Tuck Meng Yee Chief Investment Officer JRT Partners
Al Yousef Partner ALXZA Family Office
Sani Hamid Director, Wealth Management, Economy & Market Strategy Financial Alliance Pte Ltd
Sze Yao Senior Portfolio Manager Trilake Partners
Please note only corporate email addresses will be accepted only.
Why do I need to enter my corporate email address?
By using your corporate email address, we can verify that you are a registered financial professional.
Asset Allocation and Macro-Economic Outlook
Despite its historic economic disruption, the novel coronavirus did just short-lived harm to finance.
Fixed Income - From Golden Age to ‘Return-Free Risk’
The golden age of fixed income is over. COVID-19 fueled bond divestment into a liquidity crunch, not to mention price dislocation---even for the U.S. Treasury market.
Equities - Did COVID-19 Help or Hurt Active Management?
The decade of 2009 through 2019 coincided with the longest Bull Market: the Dow Jones Industrial Average reached 28,000, Netflix returned 4,000 percent and indexing outperformed active management.
ESG in Practice for Long Term Investors
The ESG discussion is evolving rapidly, as are techniques for incorporating ESG analytics and factors into the portfolio construction process.
Succession Planning and Risk Management in Family Office
The millionaire population of Singapore is expected to increase 60 percent in 2025 (Credit Suisse Group), enabling a nationwide single-family office or multi-family office rise.
Public and Private Opportunistic Alternative Investing
Singapore is becoming a global center for alternative asset management.
Discussing Digital Assets, Robo-advisor and Fintech Innovation
Regulation has not kept pace with the robo-advisor—the online or mobile application using computer algorithm to determine client asset allocation and overall investment objective.
High-Net-Worth Administration and Preservation
With competition for clients and assets constantly increasing, wealth management practices need to ensure that their organizational structures, service models, strategies, products, and pricing are positioned to achieve growth, revenue and relationship objectives.
|Early Bird I||1,000||01/30/20|
|Early Bird II||1,300||02/27/22|
|Pre-Event Registration I||1,600||03/25/22|
|Pre-Event Registration II||1,900||04/22/22|