Although it may be a difficult conversation for advisors to instigate, the ways in which Asia-based high net worth individuals and families need to protect their businesses and family’s wealth when critical or long-term illnesses strike are both manifold and complex. Accordingly, WealthBriefingAsia, in conjunction with Friends Provident International, will bring together a panel of industry practitioners and experts who will address the following questions to help you best utilise the tools at your disposal for financial planning:
- What legacy and estate planning tools can insurance provide?
- How can Asia’s market be developed to match the likes of North American front-runners?
- How should Asia’s wealthy protect their business and families when long-term illness unexpectedly occurs?
- Are Asian families currently getting the right kind of protection and advice?
This will be a must-attend event for wealth managers looking to offer the best advice to their high net worth individual clients to help them prepare for whatever may come.
08.15 – 09.00 Registration and refreshments
09.00 – 10.15 Keynote presentation
09.15 – 10.45 Panel session and Q&A
10.45 – 11.00 Networking
Date and Time
Date: Tuesday 4th October - 2016
Time: 8:15 am – 11:00 am
Equinox, Swissôtel The Stamford
Address: Equinox, Swissôtel The Stamford, 2 Stamford Rd, Singapore 178882
ClearView Financial Media
Tom Burroughes is group editor of ClearView Financial Media, publisher of WealthBriefing, WealthBriefingAsia and Family Wealth Report. Tom has worked at ClearView since 2008, reporting on news stories, interviewing industry leaders, writing features and comment pieces, and has spoken at conferences in London, Guernsey and Vienna, among other locations. He has discussed the industry’s issues on Reuters television and the BBC. Previously, Tom was wealth management editor of The Business, the weekly UK magazine run by the Telegraph Group, from 2007 to 2008. Before that, he was a correspondent in various roles at Reuters, the global newswire. Between 1994 and 2000, he was a reporter for Market News International, a New York-headquartered newswire.
Friends Provident International
Andrew is a highly experienced and successful financial services executive and company director having held senior roles with AMP Limited and AXA Asia Pacific Holdings in Australia.
For the past two years Andrew has consulted to global wealth managers and insurers in Singapore. Prior to this Andrew co-led the establishment of AMP Advice, following the merger between AMP and AXA Australia. AMP Advice comprised of five FA firms serving over 3,700 advisers managing A$94b in FUA and A$1b of Annual Premiums on behalf of clients.
Andrew was twice elected to the national board of Australia’s Financial Planning Association, served on The Starlight Children’s Foundation Advisory Board in Victoria and is a long-standing member of The Australian Institute of Company Directors and Financial Planning Association.
St. James’s Place Wealth Management
Mike has been working in wealth management for over 28 years looking after expatriate clients of many nationalities while based in locations such as Hong Kong, Belgium, Spain, Isle of Man and now in Singapore.
His broad experience in wealth management and business propositions allows him to structure client portfolios or saving for university, school fees or pension provisions. As a wealth manager familiar with Trust structures, Foundations and other tax beneficial arrangements, Mike assists corporate organisations looking for specialised advice for their clients.
Mike assists Founders, Owners, CEO’s and MD’s of companies in assessing their business risks against the sudden loss of a key employee or leader and implementing strategies and solutions with them, allowing their company to survive a potentially destructive period in its life.
In 2013 he became a Chartered Wealth Manager and in 2015 joined St James’s Place here in Singapore.
Jill Hoffman, FSA, FCIA, FSAS
Chief Operating Officer
Jill Hoffman is a graduate of the University of Waterloo, Canada with a Bachelor of Mathematics. She received her Fellowship into the Society of Actuaries and the Canadian Institute of Actuaries in 2001. She started her career in Canada working for several large insurance companies before moving into individual life consulting. After working with a prestigious consulting firm for several years, she moved to The Bahamas, to work for a local life insurer as the Resident Actuary. She moved to Singapore in 2007, working for Munich Re as a Business Development Actuary and Deputy Managing Director. In 2010, she became the Head of Pricing and in 2014, the Chief Operating Officer. She is an active volunteer for the Singapore Actuarial Society, serving as Honorary Secretary for two years and President for four years. She continues to volunteer as Ex-Officio on the Council.
Regional Sales Director
Friends Provident International
Toby Simpson is the Regional Sales Director for Friends Provident International (FPI). His remit encompasses all sales and distribution related activity in South East Asia.
In his 20 years of working in the financial services industry, Toby has worked for Transamerica, heading sales in Singapore's HNW market and prior to this as the driving force behind the growth of the HNW investment proposition at Prudential Assurance Company Singapore. Toby has also in his career worked at Swiss Life, Zurich Financial Services and as a Senior Financial Consultant at Cambrian Advisory Services in South Africa. His wealth of experience in insurance and banking across various countries has equipped him with an excellent understanding of this industry, specifically in the areas of products and customers.
Mark Smallwood TEP
North Asia Coverage Team Head – Singapore
Deutsche Bank Wealth Management
Mark Smallwood is a Managing Director. He is based in Singapore.
In his current role he is responsible for several Singapore based coverage teams which report into the North Asia market team. Included within these teams is the External Asset Manager Team which serves Family Offices, External Asset Managers and Financial Intermediaries.
He has been with Deutsche Bank since 2003, when he spent six years in Geneva as Global Head of Insurance Solutions before moving to Singapore where he spent five years as Head of Wealth Planning for APAC. From 2013-2015 he was based in Hong Kong as the Head of Franchise Development and Strategic Initiatives for Deutsche Asset & Wealth Management, and has returned to Wealth Management in Singapore post the demerger of the Asset and Wealth Management businesses.
Prior to joining Deutsche Bank (1994-2003) he owned and operated a multi-family office in the Caribbean incorporating a trustee, corporate services, insurance and asset management company.
Prior to this he was a relationship manager and branch head with Sedgwick Financial Management Ltd, (now part of Marsh Inc.) n the City of London (1988-1994).