The 4th Annual 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.
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KEYNOTE SPEAKERS
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Adrian Zuercher, Head Global Asset Allocation and Co-Head Global Investment Management APAC, UBS Adrian Zuercher is Head Global
Asset Allocation and Co-Head Global Investment Management APAC at UBS Chief
Investment office. In his Global Asset Allocation role, he is responsible for
multi-asset portfolio solutions. He co-chairs the tactical investment forum,
the global portfolio construction meeting, and is a member of the global
investment committee, which defines the UBS CIO house-view. In his Global IM
APAC capacity, he is responsible for investment fund selection, portfolio
management, and product development. Adrian oversees regional discretionary and
advisory mandates, investment and alternatives funds, sustainable investing,
and the wealth planning offering. Before joining UBS,Adrian was Head of Multi
Asset Emerging Market Strategy and Global Asset Allocation at Credit Suisse
Asset Management in HongKong and Zurich, where he was responsible for multi
assetclassportfolios as well as advising sovereign wealth funds and other
institutional investors on asset alloc ation.Prior to that, he was an equity fund
manager in charge of Asia at VP Bank Asset Management, and a multi-asset class
portfolio manager at F.van Lanschot Bankiers. Adrian holds an MSc in finance
and economics from the University of Bernandisa CFA charterholder. |
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Gareth Nicholson, Chief Investment Officer and Head of Discretionary Portfolio Management, Nomura International Wealth management Gareth joined Nomura in 2021 as
Chief Investment Officer and Head of Discretionary Portfolio Management for
International Wealth Management. Gareth works closely with Nomura’s Global
Markets and Investment Banking businesses to expand the firm’s product offerings
and spearhead a streamlined, solutions-driven coverage effort for
high-net-worth clients, external asset managers and family offices. With a
strong institutional investment background, he creates and manages DPM
strategies for fixed income, equity and multi-asset portfolios, while providing
risk management support. Gareth has over 16 years of experience in financial
markets. Prior to Nomura, he was Head of Fixed Income DPM at Bank of Singapore,
where he was also a member of its investment committee. Before that, he was
with Aberdeen Standard Investments for almost 10 years as a fixed income trader
and an Asian credit portfolio manager. Gareth holds a BSc in Financial
Mathematics from the University of Johannesburg. He was born and raised in East
London, South Africa. |
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Thomas Anderegg, Chief Executive Officer, Chief Investment Officer, Co-Founder, Silversea Asset Management (Multi-family Office) Thomas spent 20 years with UBS, where he worked in all three divisions (Investment Bank, Global Asset Management and Wealth Management). Through his roles as equity analyst, fund manager and head of discretionary portfolio management in Asia he gained in-depth knowledge as a senior investment professional. In his responsibility as an equity fund manager he took the helm of several award winning funds. Thomas has advised large institutional customers of UBS and helped actively manage their liquid assets. Within the Wealth Management Unit he has advised Ultra High Net Worth Individuals on asset allocation and security selection. His career stations in Zurich, Hong Kong and Singapore offers him unparalleled access to a diverse investment network. Thomas is a Swiss national with permanent residency in Singapore. He is fluent in German, English and conversational in French and Spanish. |
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Steve Brice, Chief Investment Officer, Standard Chartered Bank Steve Brice has over 25 years of
financial market experience. His team of over 30 investment professionals is
responsible for the cross-asset investment views for the Bank’s Affluent
segment as well as the Bank’s Discretionary Management portfolios. Steve,
originally from the UK, has lived in Asia, Africa and the Middle East for the
past 25 years. His previous roles include Chief Economist (SE Asia), Head of
Research (Middle East and South Asia) and Head of Global Markets (Southern
Africa). Prior to SCB, he was at I.D.E.A. Ltd, a financial consultancy in
London. |
SPEAKERS
Roxanne Davies Managing Partner Parly Singapore Family Office
Cynthia Lai Head Managed Investments Advisory Bank of Singapore
Rebekah Woo Chief Executive Officer & Chief Investment Officer Pioneer Generation Group (Family Office)
Iesan Tsai Managing Director and Head of Private Investments Kiri Capital (Family Office)
Dr. Catalin Burlacu Portfolio Manager, Managing Director New Dimensions Capital (Family Office)
Arjan de Boer Head of Markets, Investments & Structuring, Asia Indosuez Wealth Management
Dick Catlin Head of Private Investments Le Mercier (Family Office)
Wayne Gordon Global Asset Allocation, Senior Multi-Asset Investment Manager, Chief Investment Office UBS
Alvin Tay Chief Portfolio Advisor, Asia Mercer
Kieran Calder Managing Director and Head of Equity Research Asia Union Bancaire Privée
Roger Zhu Chief Executive Officer Winfield Global Capital (Multi-Family Office)
Tuck Meng Yee Chief Investment Officer, Founder JRT Partners (Family Office)
Vishal Harishchandra Kewalramani Founder, Chairman, and Chief Executive Officer The Valkin Group (Family Office)
Arnulfo De Pala Chief Investment Officer TriLake Partners
Wee Meng Thoo Partner, Head of Investments Leonie Hill Capital (Family Office)
Bryan Goh Chief Executive and Chief Investment Officer Tsao Family Office
Paul Colwell Head of Portfolio Advisory, Asia Willis Towers Watson
Kevin Gin Alpha Capital (Family Office) Founder and Managing Director
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Key Discussion Topics
Maneuvering the Macro
High inflation, high interest rates, growth in
labor costs and high energy prices, coupled with potential developed market
recessions, threaten private wealth investors with global portfolios. This
session will convene the region’s largest private wealth investors to
discuss:How investors should navigate their global portfolios through major
economic change
Fixed Income: Challenges, Opportunities and
What to Expect
After a decade of yields and spreads at near
historic lows, bond yields, driven by rising rates, are rebounding. Depending
on the stickiness of inflation, though, real yield rates remain uncertain.
Equities: A conversation for Investors
Global investment markets are in an era of
extreme volatility, leaving investors searching for new ways to achieve the
same portfolio objectives. In an environment marked by rapid market swings that
saw the devastation of growth stocks, this equities panel will reflect on what
we have learned in challenging times and discuss how investors should position
themselves moving forward.
Thematic Investing and Building a Framework on
Values
In lieu of global standardization, asset
owners should choose values which represent them and their stakeholders to
pursue their ESG or responsible investing strategy. The UNs SDGs present an
opportunity for allocators to do this and thematic investing tools are
available for alignment.
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.
Alternative Investments- Private Market
Investing: Private Equity and Venture Capital
Singapore is becoming a global center for
alternative asset management.
The Outlook on Real Estate
Real estate forms the bedrock of most major
Asian asset owner portfolios. The asset class in Asia has solid growth
prospects, buoyed by high oil prices and growth in non-oil sectors. Yet global
portfolios are under threat.
Real Assets – Investments in Energy and
Infrastructure
This panel will discuss the opportunities that
the global energy transition might provide for savvy investors.
Private Credit Amid Global Rate Hikes
The growth in private credit over the last
decade has been seismic. Lower-for-longer interest rates and a retreat in bank
lending since the GFC meant that investors could fill the gap, quickly. Yet
interest rates are rising, balance sheets are under strain and economic
uncertainty abounds—creating slowdown in global debt markets.
Portfolio Construction - How Allocators are
Planning for the Future
How family offices and UHNI can build an
investment function that is equipped to deal with long-term volatility
PRICING
| Early Bird I | 1,500 USD | 12/30/22 |
| Early Bird II | 1,900 USD | 01/20/23 |
| Pre-Event Registration I | 2,200 USD | 02/17/23 |
| Pre-Event Registration II | 2,600 USD | 03/17/23 |
| Event Registration | 3,000 USD | 04/19/23 |
VENUE
Four Seasons Hotel, Singapore
190 Orchard Blvd
Singapore
Singapore 248646
CLICK TO VISIT VENUE WEBSITE
