3rd Annual Private Wealth Asia Singapore Forum Singapore | May 5, 2022 Request Agenda

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.

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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, Managing Director, Chief Investment Officer, Southeast Asia, Global Private Banking and Wealth,, HSBC

James Cheo is Chief Investment Officer, Southeast Asia for Global Private Banking and Wealth at HSBC. Mr, Cheo is a member of the Global Investment Committee for Private Banking and Wealth Management and also a member of the Regional Investment Committee in Asia. In his role, he spearheads the development of investment strategies across all asset classes for private banking and wealth management clients in Southeast Asia. Prior to re-joining HSBC Private Banking, Mr Cheo was Senior Investment Strategist at Bank of Singapore, where he was responsible for asset allocation and thematic research. Before that, Mr. Cheo assumed Investment Strategist roles at Barclays Wealth Asia. From 2009, Mr Cheo assumed Investment Strategist roles at Barclays Wealth Asia. From 2004 to 2009, Mr Cheo served as Senior Economist at the Monetary Authority of Singapore, where he was part of the team that formulated policy actions for Singapore during the 2008 Global Financial Crisis. With his knowledge and wealth of experience, his investment views are frequently sought after. Mr Cheo has established a strong media profile, with appearnces 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. Mr Cheo graduated with First Class Honours in Finance from Nanyang Technological University. He was awarded the Chartered Financial Analyst charter in 2007.


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Key Discussion Topics

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
Event Registration 2,200 05/05/22


Marina Bay Sands
10 Bayfront Ave


Sponsorship Opportunities & Registration

+1 212-804-6220

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Allocator Attendance

+1 347-778-2568

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Media Partnerships

+1 212-600-8631

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