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.


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.


Date and Time

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


Raffles Hotel

Address: 1 Beach Rd, Singapore 189673

About our Sponsors

Featured Sponsors



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 […]

Andrew Hendry

Managing Director, Asia

WealthMatters Singapore 2013

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 […]

Geoffroy Ganshof

Head of Wealth Management

EuroFin Asia

Mr Ganshof is Head of Wealth Management at EuroFin Asia Group. For over 20 years he has advised and managed the assets of ultra high net-worth individuals with a value […]

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 […]

Kong Eng Huat


EFG Private Bank

Kong Eng Huat is the Senior Managing Director and CEO of EFG Bank AG Singapore Branch. He is also EFG’s CEO / Business Head for South East Asia. He is […]

Marc McCollum

Managing Director


Marc McCollum is a managing director in Accenture’s Financial Services Strategy and Transformation practice. He has responsibility for leading Accenture’s offerings around distribution and marketing within the Wealth and Asset […]

Marco Kaster

Investment Director

Stanley Gibbons

Marco joined Stanley Gibbons in Hong Kong as investment director in October 2012. His main responsibilities are overseeing Stanley Gibbons’ Asian offices in Hong Kong and Singapore, the development of […]

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 […]

Michael Blake

Chief Executive


Michael Blake was appointed chief executive officer of Coutts & Co effective from May 2015. Prior to this he served as general manager Asia for Coutts. Michael brings to the […]

Michael Pfaar

Partner- Tax

Deloitte & Touche LLP, Singapore

Michael is an international tax partner in the Singapore office. He focuses on M&A, cross-border tax planning,  permanent establishment taxation and private wealth  structures. Michael leads the tax part of […]

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 […]

Ryan Myint

Partner, International Private Client Group

Taylor Wessing

Ryan is a partner in Taylor Wessing’s International Private Client team. Currently based in Singapore he is playing a leading role in the development of the firm’s international private client […]