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, 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.

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

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

CONTACT

Sponsorship Opportunities & Registration

+1 212-804-6220

[email protected]

Allocator Attendance

+1 347-778-2568

[email protected]

Media Partnerships

+1 212-600-8631

[email protected]