AIWM Q3 Regulatory & Compliance Update 2026
In partnership with Baker McKenzie Wong & Leow, join us for an engaging and insightful session on Cross-Border Wealth Management and Structuring Considerations for Cross-Border Families.
Gain practical insights and connect with fellow practitioners in an interactive session designed to inspire learning and collaboration.
Event Details
📅 Date: 3 September 2026, Thursday
⏰Time: 9:00 AM – 11:00 AM (Registration starts from 8:30 AM)
🏢Venue: Baker McKenzie Wong & Leow, 38 Beach Road, #23-11 South Beach Tower, Singapore 189767
| TIME | AGENDA | |
|---|---|---|
| 8:30 AM | Registration & Welcome Coffee | |
| 9:00 AM |
Welcome Remarks by AIWM Opening Remarks by Baker McKenzie Wong & Leow | |
| 9:15 AM |
Cross-Border Wealth Management: Licensing, Market Access and Custody Challenges As clients, assets and advisers become increasingly mobile, External Asset Managers (EAMs) face growing regulatory and operational challenges when operating across multiple jurisdictions. This session will examine key cross-border issues affecting the wealth management industry, including licensing and market access requirements, reverse solicitation, and the practical challenges that arise where EAMs, custodians and clients are located in different jurisdictions. Drawing on perspectives from financial services regulatory lawyers from Baker McKenzie across Asia-Pacific, the session will provide practical insights on managing regulatory risks and navigating cross-border wealth management activities with confidence. | |
| 10:00 AM | Coffee Break | |
| 10:15 AM |
Structuring Considerations for Cross-Border Families This session provides an overview of the common considerations and structuring solutions in Singapore for families with an international footprint. It will explore the available tax incentives, succession and wealth planning options, and the pathway to permanent residence in Singapore, offering practical insights for wealth managers advising clients with cross-border needs. | |
| 11:00 AM | Event Ends | |
Alain Charles J. Veloso
Partner, Manila
Quisumbing Torres
Benja Supannakul
Partner, Bangkok
Baker McKenzie
Bhalarp Vallayapet
Partner, Bangkok
Baker McKenzie
Bill Fuggle
Partner, Sydney
Baker McKenzie
Chris Jiang
FenXun Partner, Shanghai
Baker McKenzie FenXun
Enoch Wan
Local Principal, Singapore
Baker McKenzie Wong & Leow
Eunice Tan
Principal, Singapore
Baker McKenzie Wong & Leow
Grace Fung
Partner, Hong Kong
Baker McKenzie
Johan Kurnia
Partner, Jakarta
HHP Law Firm
Mahardikha K. Sardjana
Partner, Jakarta
HHP Law Firm
Masato Honma
Partner, Tokyo
Baker McKenzie Wong & Leow
Zhenyu Ruan
FenXun Senior Partner, Shanghai
Baker McKenzie FenXun
Important Notes:
1) A SGD150.00 event cancellation fee per person is applicable for this event.
2) A SGD150.00 no-show penalty fee per person is applicable for this event.
3) By registering for this event, you agree and consent to AIWM Privacy Policy.