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 Morning Break
10:20am – 11:20am Technology and Operations Q&A
This panel will be addressing topics around some of the biggest challenges wealth managers face when it comes to technology, including perspectives from consultants, providers and end users on the following areas:How technology can enable FATCA compliance; New thinking on client reporting; Efficient cross-border client onboarding; KYC implementation - compliance versus efficiency Client digital engagement
11:25am – 12:25pm 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


Date and Time

Date: Thursday 29th May - 2014
Time: 8:00 am – 1:00 pm


Raffles Hotel

Address: 1 Beach Rd, Singapore 189673

About our Sponsors



Andrew Hendry

Managing Director, Asia

WealthBriefingAsia Summit Singapore 2014

Andrew joined M&G in 2011 as managing director of Asia and is based in its Singapore office. Prior to joining M&G, Andrew advised asset managers, private banks and hedge funds […]

Bruce Weatherill

Chief Executive

Weatherill Consulting

Bruce is a chartered accountant with over 37 years financial services experience, previously a partner in PwC, latterly as Global leader of their Wealth Management practice and the key driver […]

Hans-Peter Borgh

Group Head of Wealth Management, Member of the Management Board

Banque Internationale a Luxembourg

Hans-Peter Borgh was appointed head of wealth management of Banque Internationale a Luxembourg in November 2015. Hans-Peter’s responsibilities include leading BIL’s private banking and investment related activities in Denmark, Dubai […]

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 […]

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 […]

Nadav Lehavy

Managing Director


Nadav Lehavy has been living in Asia and working in its financial services industry for over 20 years, taking a macro-view of the region and the markets. The recurring theme […]

Pathik Gupta

Asia-Pacific Head of Wealth Management

Scorpio Partnership

Pathik Gupta has over 12 years of experience within the financial services consulting and private banking industries. He joined McLagan, the parent company of Scorpio Partnership, from the private banking […]

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 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 Jerram

Chief Economist

Bank of Singapore

Richard Jerram is chief economist for Bank of Singapore where he is responsible for analysing and forecasting global macro developments, as well as being a key member of the investment […]

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 […]


This event has already taken place.