Summits & Forums

WealthMatters Singapore 2013

Tuesday - 10th September 2013

Raffles Hotel
1 Beach Rd, Singapore 189673

About Speakers & Sponsors

Overview

Taking place in Raffles Hotel Singapore on 10 September, this WealthMatters event will bring together luminaries from across the industry. Together with your senior wealth management peers, discussions will focus around business-critical developments and share invaluable case studies and best-practice insights.

Logistics

Date and Time

Date: Tuesday 10th September - 2013
Time: 8:00 am – 1:30 pm

Venue

Raffles Hotel

Address: 1 Beach Rd, Singapore 189673

Agenda

First Panel session: Will equities be the most important asset class in 2014?

Panelists include: Chair: Stephen Harris, Managing director, WealthBriefingAsia, ClearView Financial MediaAndrew Barrett, Managing Director, Citi Private Bank Andrew Hendry, Managing Director of Asia, M&G Investments Richard Jerram, Chief Economist, Bank of Singapore Geoffroy Ganshof, Head of Wealth Management, EuroFin Asia Group Pte Ltd Marco Kaster, Investment Director, Stanley Gibbons Asia Mark McFarland,Global Chief Economist, CouttsWith the global economic gloom lifting, investors are now flocking back to equities amid a number of supportive factors globally. But investors also face a "new normal" with inflationary fears looming, and a fully "risk-on" scenario is still some way off. Our panel of industry experts will address the role that equities can play in the hunt for superior returns in 2014, and assess both the opportunities and risks that savvy advisors should be making their clients aware of.

Second Panel session: Latest thinking on client experience and reporting

Panelists include: Chair: Bruce Weatherill, Chairman, WealthBriefingAsia, ClearView Financial MediaStephen Harris, Managing Director, WealthBriefingAsia, ClearView Financial Media Ashley Semmens, Head of Coutts Experience,Coutts Kimmis Pun, President, Financial Planning Association of Singapore Alessandro Tonchia,Strategy Director, Co-Founder, Finantix Andrew Sutcliffe, SVP, Business Development, Equipos Marc McCollum, Managing Director, AccentureClient experience is one of the wealth management industry's hottest topics, as firms increasingly realise that consistently high service standards are a crucial differentiator. Client experience is however an incredibly broad area of focus, encompassing everything from segmentation methodologies right through to how firms should leverage client feedback to make better-informed strategic decisions. Our panel of industry experts will address client experience across the piece, sharing insights on what today's clients want and how forward-thinking organisations should proceed

Third Panel session: How will regulatory pressures affect wealth management models in Asia?

Panelists include: Chair: Bruce Weatherill, Chairman, WealthBriefingAsia, ClearView Financial MediaDr. Michael Pfaar, Partner,Private Company Services Leader – SEA Tax, Deloitte & Touche LLP Kong Eng Huat, Chief Executive Officer, Singapore & SE Asia, EFG Bank Michael Blake, General Manager, Coutts Ryan Myint, Partner, Taylor Wessing Asia, like so many of the world's wealth management markets, is facing ever-increasing regulatory scrutiny and has myriad new rules to contend with. These changes will affect every element of wealth management model in Asia, but while this clearly represents a significant challenge for the region's institutions it is also a massive opportunity for those firms able to satisfy regulators while also exceeding the expectations of this dynamic client base. Our panel of industry experts will offer a multi-faceted view of the latest developments and invaluable insights on what it will take for organisations to succeed going forward.

About our Sponsors

Featured Sponsors


Sponsors


Speakers

Michael Blake

Chief Executive

Coutts

Kong Eng Huat

CEO

EFG Private Bank

Geoffroy Ganshof

Head of Wealth Management

EuroFin Asia

Andrew Hendry

Managing Director, Asia

WealthMatters Singapore 2013

Richard Jerram

Chief Economist

Bank of Singapore

Marco Kaster

Investment Director

Stanley Gibbons

Marc McCollum

Managing Director

Accenture

Mark McFarland

Global Chief Economist

Coutts

Ryan Myint

Partner, International Private Client Group

Taylor Wessing

Michael Pfaar

Partner- Tax

Deloitte & Touche LLP, Singapore

Kimmis Pun

President and Certified Financial Planner

Financial Planning Association of Singapore

Alessandro Tonchia

Co-Founder

Finantix