The Private Wealth Australia 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 Spain.
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.
Isaac Poole Global Chief Investment Officer Oreana Portfolio Advisory Services
Gillian Gordon Head of Alternative Investments & Responsible Investing JB Were
Tim Peters Chief Investment Officer Walsh Bay Partners
Eli Lee Head of Investment Strategy Bank of Singapore
Marc Lansonneur Managing Director, Head of Managed Solutions and Investment Governance DBS Bank
James Cheo Chief Investment Officer, Southeast Asia, Private Banking and Wealth Management at HSBC HSBC Private Banking
Jesse Friedlander Chief Investment Officer Des Voeux Partners
Arjan de Boer Head of Markets, Investments & Structuring, Asia Indosuez Wealth Management
Prashant Bhayani Chief Investment Officer, Asia BNP Paribas Wealth Management
Bryan Goh Chief Executive and Chief Investment Officer Tsao Family Office
Laurent Lequeu Head of Portfolio Management Lumen Capital Investors
Suresh Tantia Senior Investment Strategist Credit Suisse Private Banking
Please note only corporate email addresses will be accepted only.
Why do I need to enter my corporate email address?
By using your corporate email address, we can verify that you are a registered financial professional.
The event will provide updated education on asset allocation and asset protection. Learn how local and regional clients are growing their assets and protecting their wealth.
STRUCTURING, TAX, TRUST AND ESTATE PLANNING:
Learn about the latest regulations.
Private equity, hedge funds, real estate, commodities and esoteric asset classes all hold appeal for wealthy families. How do we demystify allocations outside the traditional markets?
Fixed-income managers from across the Country will share actionable ideas to stay liquid, profit and protect clients' portfolios.
ASSET ALLOCATION—FAMILY OFFICES VIEWS:
How family offices are thinking about asset allocation and which asset classes they are using to achieve sufficient portfolio returns and asset stability.
|Sponsorship is only available upon invitation and Markets Group reserves the right to refuse sponsorship from any organization or individual deemed by Markets Group to be incompatible with the event. Markets Group forum sessions are closed to all media/press and video/audio recording is explicitly prohibited within the venue.|