The Financial Intermediary landscape in Asia has already seen a significant rise in recent years but with increased regulation and competition for clients and bankers, what are the key areas that FIM’s have found that have both benefited and hindered the sector over the last 12 months and their visions for the future?
WealthBriefingAsia along with our partner, UBS, will be hosting two events in Singapore and HK to discuss the issues with speakers from some of the top Independent Asset Managers in the region and market experts.
Save the date and register now for this must attend event for everyone interested in the future of wealth management for the Independent Asset Manager segment in Asia.
- 08:00 – 09:00: Networking and registration
- 09:00 – 10:30: Panel discussion and Q&A
- 10:30 – 11:00: Coffee and Networking
Date and Time
Date: Tuesday 27th March - 2018
Time: 8:00 am – 11:00 am
Address: One Raffles Quay, 50-01 North Tower, Singapore 048583
Chief Executive Officer
Rohit Bhuta, CEO, Crossinvest (Asia) Pte Ltd, a family owned independent asset management company with a 10 year presence in Asia. Crossinvest is headquartered in Lugano. Rohit has more than 25 years of industry experience. Prior to Crossinvest (Asia) Rohit worked with the Macquarie group for over 22 years in various capacities and geographies including Australia, Singapore, Malaysia, South Africa, Hong Kong and India. He has also worked in the UK and New Zealand during the early part of his career.
Managing Partner and Founder
HP Wealth Management
After being instrumental in building three Private Banks (Credit Suisse, ABN AMRO and Clariden) in Asia from 1986 to 2009, Urs decided to build his own business as an Independent Asset Manager / Family Office with a total focus on the client. Urs is a co-founder of the Association of Independent Asset Managers, Singapore (AIAM).
COO and Managing Partner
Swiss-Asia Financial Services Pte Ltd
Joining Swiss-Asia in 2008, Steve’s responsibilities encompass deal and project negotiation and structuring of funds and private wealth management deals in Asia. His experience has led him to acquire extensive product knowledge in diverse businesses and business processes.
Steve is a Swiss national with 18 years of extensive experience in the wealth management, alternative fund management and financial services fields. Steve has served as President of the Association of Independent Asset Managers in Singapore, and is a guest lecturer at the Singapore Management University (SMU) MBA hedge fund class alongside being a frequent speaker atinternational wealth management conferences and forums in Asia.
Group Managing Director, Head Global Financial Intermediaries
UBS Wealth Management
Stefano started his career at UBS in 1981. Having served as client advisor for corporate and wealth management clients in Switzerland and New York he has also covered a wide range of line management position in several areas of wealth management. Stefano was head of HNW and UHNWI business for Italy International before being appointed head of the firm’s UHNWI business for the global established markets in Switzerland. Prior to his current role, Stefano led wealth management Europe international and Forex distribution and active advisory. He was appointed group managing director in 2014.
Hugo van Kattendijke
Head, Financial Intermediaries APAC
UBS Wealth Management
Hugo has spent over seventeen years living and eleven years working in Asia, predominantly in Hong Kong and Singapore. Before joining UBS in 2011 Hugo was active in various management, sales and investment roles in asset management, including:
- Head of Asia for Harcourt Investment Consulting AG, an asset management firm focusing on alternative investment solutions for institutional investors.
- Investment analyst at Pacific Harbor Group, an Asian Debt Hedge Fund focusing on stressed and distressed situations.
Hugo holds a master's degree in Financial Econometrics from the Erasmus University of Rotterdam and an MBA (with distinction) from INSEAD.