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 Time

Date: 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

About our Sponsors



Charlie Sparrow


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 […]

David Varley

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 […]

Jonathan Hollands

Managing Director

Carraway Group

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 […]

Mark McFarland

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 […]

Philippe Legrand


LCA Solutions

Philippe is CEO and co-founder of LCA Solutions, an award winning multi-family office that services high net worth clients as a one stop solution. Beyond a standard wealth management offering and […]

Richard Corrigan

Deputy Chief Executive

Jersey Finance

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 […]

Richard Norridge

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 […]


This event has already taken place.