WealthBriefingAsia is pleased to announce our latest breakfast briefing on the changing space of client acquisition in Asia will take place on Thursday 21 April.

As regulatory changes sweep across the Asia-Pacific region and the number of high net worth individuals continues to rise, wealth managers must find a way to smoothly onboard new clients in a time-efficient manner.

This breakfast briefing will assess the challenges wealth managers face when onboarding both national and cross-border clients, and how this initial experience with firms is a vital point of differentiation amongst competition for potential clients.

As part of this event, have given our network a chance to highlight which regulatory hurdles are the most cumbersome when onboarding clients, as well as their experiences bringing in high net worth individuals.

Insights from the survey will be revealed at this event, and will also be published in an upcoming study conducted by our collaborators, Appway.





08:15 – 09:00 Registration and breakfast 09:00 – 09:05 Welcome speech from WealthBriefingAsia 09:05 – 09:20 Study Findings from Zennon Kapron, Kapronasia 09:20 – 09:50 Real Life Best Practice from Philip Schoch, Appway 09:50 – 10:45 Panel discussion and Q&A 10:45 – 11:15 Networking  


Date and Time

Date: Thursday 21st April - 2016
Time: 8:15 am – 11:15 am


Equinox, Swissôtel The Stamford

Address: 2 Stamford Rd, Singapore 178882

About our Sponsors



Bruce Weatherill


ClearView Financial Media

Bruce is a chartered accountant with over 40 years financial services experience, previously a partner in PwC, latterly as Global leader of their Wealth Management practice and the key driver […]

Keith Harrison

General Manager, Singapore


Keith is a seasoned wealth management professional with over 30 years in financial services. He has extensive international experience having lived and worked in London, Johannesburg, Hong Kong, Zurich, Miami, […]

Kong Eng Huat


EFG Private Bank

Kong Eng Huat is the Senior Managing Director and CEO of EFG Bank AG Singapore Branch. He is also EFG’s CEO / Business Head for South East Asia. He is […]

Philip Schoch

Head Product Digital Banking and Onboarding


Philip is the Product Lead for Appway Digital Banking and Onboarding. He has helped Appway transform from a local solution provider into a global company that serves the world’s top […]

Shiu Kai Wing

Executive Director

Julius Baer

Kai Wing is a seasoned change management professional, with over 16 years in financial services and management consulting in London, Shanghai and Singapore. Kai Wing was instrumental in the sale […]

Zennon Karpon


Kapron Asia

Zennon is a Director at Kapronasia, an Asia-based financial industry market research firm. Kapronasia helps financial institutions and financial technology firms understand the challenges and opportunities in Asia’s Financial Industry. […]