This summit event will bring together luminaries from across the industry. Together with your senior wealth management and family office peers, discussions will focus around business-critical developments and share invaluable case studies and best-practice insights.
The event will be split into three sections offering you the chance to take part in a range of discussions that best suit the needs of your organisation.
|8:00am – 9:00am||Registration and breakfast|
|9:00am – 10:00am||Economic and Investment Outlook|
|This panel will discuss pressing issues in Asia-Pacific today. Wealth management experts will share their insight and experience on subjects including:Impact of Fed tapering on Asian economies Alternative investments and passion assets The rise of private equity in Asia Wealth structuring, succession planning and special purpose vehicles Asian investment trends towards UK & Europe|
|10:00am – 10:20am||Networking and refreshment break|
|10:20am – 11:20am||Wealth Management Strategy|
|Bringing together wealth experts from across the industry, this panel will discuss key themes that wealth managers and financial advisors currently face:Jurisdictional risk in wealth structuring Internationalisation of Asian families How to advise a family’s philanthropic endeavours Wealth management model: what will prevail in Asia? How to hire and attain the best advisors|
|11:25am – 12:25pm||Networking|
Date and TimeDate: Thursday 5th June • 2014
Time: 8:00 am – 12:30 pm
Four Seasons Hotel, Hong Kong
Address: 8 Finance Street, Hong Kong
Telephone: +852 3196 8888
Maples and Calder
Charlie Sparrow advises individuals, companies, trustees, banks, leading law and accountancy firms, family offices and investment managers on a variety of BVI law and Cayman Islands law trust structures, including associated corporate and regulatory matters.
Charlie first joined Maples and Calder in London in 2008. He previously worked for Charles Russell LLP. While Charlie was in Maples and Calder's London office, he was listed as one of the Citywealth top 100 “up and coming” professionals and named as one of Private Client Practitioner's “top 35 under 35”
Head of High Net Worth, Asia
David Varley is AXA’s head of high net worth – Asia. He is responsible for developing and marketing investment and protection products designed specifically for the high net worth sectors in the region. His focus is on life wrapping/PPLI for HNW and UHNW clients.
Distribution of these is through private banks, high net worth brokers, family offices, trust companies, lawyers and directly with HNW individuals themselves.
He joined AXA in 2009.
Jonathan Hollands is an experienced executive search professional and as managing director of Carraway Group covers all areas of the wealth management sector across the Asia-Pacific region. Jonathan began his career as a headhunter in 1998 when he focused on the German and Swiss markets. Before his return to Asia eight years ago, Jonathan covered senior management positions across central and eastern Europe. Jonathan’s recent successes in the wealth management sector include placing a head of onshore private banking, securing managing director level relationship managers, a head of Hong Kong, senior advisory specialists, China focused bankers and C level officers. Prior to entering executive search Jonathan was a British Army Officer in the 14th/20th Kings Hussars serving in Operation Desert Storm 1991 and in Brunei and Hong Kong in the late 1980’s.
Global Chief Economist
Based in Hong Kong, Mark is global chief economist for Coutts. In this role, he is responsible for the global leadership of Coutts’ economic views.
Prior to joining Coutts, Mark was chief investment strategist for the wealth management strategy unit at Emirates NBD in the UAE. He was responsible for steering the bank’s discretionary strategy and for bringing investment ideas to a wide variety of advisory clients.
Mark has almost 20 years of experience in global and emerging markets research. He spent the first 10 years of his career in Hong Kong, leading all-Asian economics research at Peregrine Investment Holdings and Swiss Re. He has also worked in London at UBS where he was G10 strategist in the FX team.
London & Capital, Asia
Philippe Legrand is chief executive and founding partner of London & Capital Asia, an award-winning multi-family office that services HNW clients as a one-stop solution for all their financial needs, in either wealth management or corporate advisory for their family business.
Philippe has accumulated 30 years of senior management experience with international banks in private, corporate and investment banking. He developed the Asian private banking platform for Rabobank/Sarasin in the late 1990s and subsequently headed the private banking North Asian operations of ABN AMRO. He was previously deputy CEO of BNP Paribas Wealth Management, North Asia, a group for which he worked for over 13 years.
Based in Hong Kong since 1995, he has also worked in Europe, North America and India. He is a regular speaker at wealth management and asset management conferences in Asia as well as being a judge for awards within the industry.
Deputy Chief Executive
Richard Corrigan joined Jersey Finance as global head of business development from Barclays, where he was most recently a director within the wealth and investment management division. Through his extended team in London, UAE, Hong Kong and India, Richard helps to support member firms in a number of international growth markets and foster closer working relationships with a wide group of industry stakeholders.
A qualified banker, Richard has extensive experience managing business units, coverage teams and clients within international corporate banking and wealth management businesses. He has helped private clients achieve their business and financial objectives with Barclays, and previously at Royal Bank of Scotland Group where he was latterly regional director, financial institutions group.
During his career Richard has acted as board director for trust companies, fund services and investment management businesses.
Partner & Head of Private Wealth – Asia
Herbert Smith Freehills
As head of Herbert Smith Freehills’ private wealth practice in Asia, Richard acts for HNW individuals, their families, private banks and other advisors across Asia on a range of contentious and non-contentious trust and probate issues together with charitable and family company matters. Richard also has extensive experience in acting for international banks and individuals in cases involving fraud. He has been recognised as a leading practitioner by both the Legal 500 and Chambers. Richard is qualified in both Hong Kong and England and worked with Allen & Overy in London for nearly eight years prior to moving to Hong Kong in 2011.
This event has already taken place.