The WealthBriefingAsia Summits are large-scale thought-leadership, education and networking events exclusively for members of the WealthBriefingAsia network.

WealthBriefingAsia events encourage intellectual debate on the challenges and opportunities facing the wealth management industry and are designed to be an optimal use of a wealth manager’s precious time. They represent an excellent networking opportunity and attendees also accrue valuable CPD hours.

Attendance is complimentary for members for the WealthBriefingAsia network and its partner organisations, but places are limited.


08:00 - 09:00 Registration and breakfast
09:00 - 10:00 Panel session: Maximising Client Conversion Rates: Multi-Disciplinary Strategies To Get Prospects Over The Line
10:00 - 10:30 Networking and refreshments
10:30 - 11:30 Panel session: Where Next For Wealth Management Technology?
11:35 - 12:35 Panel session: Judging The Best Jurisdiction For Your Client: An IFC Exploration
12:35 - 13:30 Lunch and networking


Date and Time

Date: Thursday 16th April - 2015
Time: 8:00 am – 2:00 pm


Raffles Hotel

Address: 1 Beach Rd, Singapore 189673

About our Sponsors


Keynote Speaker

Simon Hopkins

Chief Executive


Simon Hopkins is a successful entrepreneur who has been a senior figure in the international investment management industry for more than two decades. In 1996 Simon founded Fortune Group, a […]


Agnes Chen

Director - Funds, Corporate and Trust, Singapore

Orangefield Group

Agnes has operational and management experience of over 11 years in the financial, trust, Compliance and the Fund administration services sector. She is appointed on board the board of directors […]

Alessandro Tonchia



Alessandro is a Founder of Finantix. As Strategy Director, he focuses on the company’s growth and long-term product direction. Alessandro has worked in product development and was responsible for large […]

Chuck Bokman


Capco Consulting

Chuck Bokman is the lead partner at Capco Consulting’s Singapore, office responsible for wealth management clients and their transformation projects. After starting his consulting career in the US with Coopers&Lybrand, […]

Damien Piper

Sales Director


Over the past 15 years Damien has worked with leading banks and life insurers in Asia and Europe to find smart technology solutions to improve the customer-facing side of their […]

Elise Donovan

Director, Asia

BVI Finance

Elise Donovan is the director of the Hong Kong-based BVI House Asia, the representative office for the government of the British Virgin Islands in the Asia Pacific region. BVI House […]

François Monnet

Managing Director, Chief Operating Officer, Private Banking Asia Pacific

Credit Suisse

Dr. François Monnet has been the chief operating officer for private banking Asia Pacific for Credit Suisse since April 2012. Before that, he was the head of ultra-high net worth […]

Herdin Syafari


Rawlinson & Hunter

Herdin has more than 16 years experience in Indonesian and International tax consultancy having previously worked for one of the “Big 4” accounting firms for 11 years. Serving multinational clients […]

Kimmis Pun

President and Certified Financial Planner

Financial Planning Association of Singapore

Kimmis Pun has three decades of management experience in corporate finance, syndication, global investment and advisory fund management. Equipped with professional investment and financial planning qualifications from the UK, US […]

Laurent Bertrand

Head of Business Insights and Client Information

UBS Wealth Management

Laurent Bertrand is executive director and head of business insights and client information for UBS Wealth Management APAC, based in Singapore. In this role he is responsible for the business […]

Mandeep Nalwa

Chief Executive

Taurus Wealth Advisors

Mandeep Nalwa is a wealth advisor with over 20 years of financial services experience. He has managed high net worth client relationships across Asia with leading private banks like HSBC, […]

Reto Merazzi

General Manager, APAC Region


As general manager for Appway across the APAC region, Hong Kong-based Reto Merazzi has more than 20 years’ experience in the international banking sector. Reto’s career began in his native […]

Richard Grasby



Richard Grasby is a Partner in Appleby’s Hong Kong office, leading the Private Client, Trusts and Family Office practice. Richard advises trustees, ultra-high net worth individuals, private trust companies and […]

Simon Cornwell

Sales and Marketing Director


Simon is one of the three founding directors of Vermilion Software and is responsible for the development of the global marketing and sales strategy for Vermilion. Simon has over 20 […]

Steven Seow

Executive Director

Singapore Consultancy

Steven Seow is the founder and executive director of Singapore Consultancy. He has more than 16 years of working experience in banking and consulting. Prior to running Singapore Consultancy, he […]


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