2023-04-19T00:00:00-0400

2023-04-19T00:00:00-0400

4th Annual Private Wealth Asia Singapore Forum Singapore | April 19, 2023 Request Agenda


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

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.

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.

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.  

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.


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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

CONTACT

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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