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, Managing Director, Head Global Asset Allocation and Co-Head Global Investment Management APAC, UBS Chief Investment Office 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 Hong Kong and Zurich, where he was responsible for multi-asset class portfolios as well as advising sovereign wealth funds and other institutional investors on asset allocation. 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 Bern and is a CFA charter holder. |
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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
Zann Kwan Managing Partner & Chief Investment Officer Revo Digital Family Office
Cynthia Lai Head Managed Investments Advisory Bank of Singapore
Roger Zhu Chief Executive Officer Winfield Global Capital (Multi-Family Office)
Jeffrey Yap Managing Director, Head of Investments and Wealth Solutions, Southeast Asia, Global Private Banking HSBC
Dr. Catalin Burlacu Portfolio Manager, Managing Director New Dimensions Capital (Family Office)
Dick Catlin Head of Private Investments Le Mercier (Family Office)
Arjan de Boer Head of Markets, Investments & Structuring, Asia Indosuez Wealth Management
Alvin Tay Chief Portfolio Advisor, Asia Mercer
Wayne Gordon Global Asset Allocation, Senior Multi-Asset Investment Manager, Chief Investment Office UBS
Kieran Calder Managing Director and Head of Equity Research Asia Union Bancaire Privée
Vishal Harishchandra Kewalramani Founder, Chairman, and Chief Executive Officer The Valkin Group (Family Office)
Tuck Meng Yee Chief Investment Officer, Founder JRT Partners (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
PLATINUM SPONSORS
GOLD SPONSORS
SILVER SPONSORS
NETWORKING SPONSORS
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Key Discussion Topics
MANEUVERING THE MACRO
Learn how investors should navigate their global alternatives portfolios through major economic change
ACCESSING THE BEST OF PRIVATE MARKETS
Discussing the long-term outlook on private equity and credit and the opportunities in distressed assets
INTEREST RATES, VENTURE AND THE RECKONING OF TECH
Exploring which sectors are benefitting from a flight-to-quality, and how opportunistic investors benefit from valuation crashes in the tech sectors
DIGITAL ASSETS AND THE RISE OF WEB3
The extent to which private wealth investors should allocate to Web3 as a proportion of their portfolios
THE OUTLOOK ON REAL ESTATE
How should investors approach capital market volatility in real estate allocations
FIXED INCOME: CHALLENGES, OPPORTUNITIES AND WHAT TO EXPECT
With potential in credit markets, the opportunity in the floating-rate sector, the global market focus on politics, policy and crisis management, what role does fixed income play?
THE EQUITY EQUATION: EVALUATING IMPACT ON PORTFOLIOS
How should investors balance their domestic vs global equities?
THE FUTURE OF WEALTH MANAGEMENT
Gathering regional SFO principals and wealth managers to discuss the megatrends facing the industry.
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
Roselle Ballroom | Level 4
Sands, Expo and Convention Centre
10 Bayfront Ave
Singapore 018956
CLICK TO VISIT VENUE WEBSITE
