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AIWM Independent Wealth Summit

REGISTRATION IS NOW CLOSED

Amidst a thriving and dynamic wealth management landscape — fuelled by the rise of family offices, external asset managers, wealth tech innovations, climate change and shifting demographics – Singapore’s independent wealth sector is undergoing a transformational shift. The question is: How can independent wealth managers sharpen their value propositions, harness technology, and future-proof their businesses while reinforcing Singapore’s status as a global wealth management hub?

Enter the AIWM Independent Wealth Summit 2025.  Join leading and inspiring leaders, Annabelle Chow, Lake Dai, Ning Chong, Nirbhay Handa, Parag Khanna, Tan Woon Hum, plus many more,  as they unpack the trends and challenges shaping the future of independent wealth. And enjoy a network reception with 150+ peers in an immersive setting. Featuring three power-packed panel discussions, two expert-led presentations, and a networking reception, this summit is designed to equip the next generation of independent wealth managers with actionable strategies.

Tickets to the AIWM Independent Wealth Summit 2025  are available for purchase at SGD45 per in-person pass. AIWM members enjoy complimentary in-person passes, capped at three (3) per member firm. Additional in-person passes may be purchased at a special rate of SGD28.

Seats are limited – register now and be at the forefront of shaping the future of Singapore’s independent wealth!

Event Details

📅 Date: Thursday, 3rd April 2025
Time: 2:00 PM – 7:30 PM
🏢Venue:  Mochtar Riady Auditorium, SMU Administration Building, 81 Victoria St, Singapore 188065

Shaping the Future of Independent Wealth Management

Engage with top industry leaders, gain exclusive insights, and connect with over 150 peers in a high-energy setting. This event is designed to equip independent wealth managers with actionable strategies through dynamic keynote sessions, expert-led panel discussions, and a networking reception. Explore the latest trends, navigate industry challenges, and uncover opportunities that will shape the future of independent wealth management.

1:00 PM
Registration and Welcome Coffee
1:00 PM
2:00 PM
Welcome Remarks
2:00 PM
2:05 PM
Keynote Address
  • Jolene Tan, President, AIWM Singapore
2:05 PM
2:15 PM
Keynote Presentation: Broad Trends in Wealth Management with implications on Education & Research

Presented by:

  • Mandy Tham, Academic Director, Master of Science in Wealth Management, Singapore Management University
2:15 PM
2:45 PM
Panel Discussion: Independent Wealth Managers: Shaping the future of Singapore’s financial hub

Singapore has established its status as a premier global wealth hub, and at the heart of this evolution lies the growing prominence of Independent Wealth Managers (IWMs). As regulatory frameworks evolve, client expectations shift, and the demand for tailored solutions rises, IWMs are redefining the wealth management landscape. This panel discussion will explore the key factors shaping the sector’s development, the vital role IWMs play in strengthening Singapore’s financial ecosystem, and how they can sharpen their value to stay competitive. We’ll also explore how academic, innovation, collaboration and client-centric strategies can further enhance Singapore’s position as a leading wealth management centre.

Moderator:

  • Audrey Raj, Senior Consultant – South Asia Editor, Asian Private Banker

Panellists:

  • Annabelle Chow, Head of Financial Intermediaries, Bank of Singapore
  • Anthonia Hui, Head of Singapore, AlTi Tiedemann Global
  • Mandy Tham, Academic Director, Master of Science in Wealth Management, Singapore Management University
  • Patrick Stauber, Group CEO and CEO, Marcuard Heritage AG, Switzerland
2:45 PM
3:30 PM
Coffee Break
3:30 PM
4:00 PM
Panel Discussion: Navigating Challenges and Seizing Opportunities: What’s Next for Independent Wealth Managers?

In the ever-evolving regulatory landscape, and as geopolitical tensions continue to simmer, wealth managers in Asia face a number of challenges – but opportunities are also there for the taking. How can policy strike a fair balance between strengthening Singapore’s wealth-management industry, protecting the city-state’s safe-haven status, and ensuring investors’ interests remain well protected? This panel of industry experts will discuss existing and potential new key risks and rewards likely to shape the way managers can achieve success, wealth and integrity through a legal and regulatory lens.

Moderator:

  • Sarah Jane Mahmud, Senior Analyst for South & Southeast Asian Banks, Bloomberg Intelligence, Bloomberg L.P.

Panellists:

  • Eunice Tan, Principal, Financial Services Regulatory, Baker McKenzie Wong & Leow
  • Jason Tan, Partner, Financial Crime, KPMG Singapore
  • Vivien Teu, Partner, Head of Asset Management & ESG, Dentons Hong Kong
  • Tan Woon Hum, Partner & Head of Trust, Asset & Wealth Management Practice, Shook Lin & Bok, LLC
4:00 PM
4:45 PM
Keynote Presentation: Powering the Future of Independent Wealth Through Innovation

Presented by:

  • Lake Dai, Founder, Managing Partner, Sancus Ventures
4:45 PM
5:15 PM
Coffee Break
5:15 PM
5:30 PM
Panel Discussion: NextGen Singapore: The Future of Finance

How Megatrends Will Reshape Financial Services and Impact Independent Wealth Managers in the Coming Years.

The financial world is undergoing a transformational shift. Various global trends are reshaping market conditions and influencing customer behavior. These include technology (artificial intelligence, digitalization, tokenization), mobility, demographics (longevity), climate change, and the massive wealth transfer from the Baby Boomer generation to Millennials and Generation Z.

These changes have a profound impact on the business of independent asset managers. What are the consequences of these transformational shifts, and how can they respond to these challenges? What must independent asset managers recognize, what actions must they take, and how can they secure their success in the years ahead?

These questions will be explored, in discussions with leading experts who have been closely analyzing these megatrends for many years.

Moderator:

  • Claude Baumann, Founder & Chairman, Finews.Asia Pte. Ltd.

Panellists:

  • Lake Dai, Founder, Managing Partner, Sancus Ventures
  • Ning Chong, Director, Family Office For Art
  • Nirbhay Handa, CEO & Co-Founder, Multipolitan
  • Parag Khanna, Author, Strategist, and Founder/CEO, AlphaGeo
5:30 PM
6:15 PM
Closing Remarks
  • Mandy Tham, Academic Director, Master of Science in Wealth Management, Singapore Management University
6:15 PM
6:25 PM
Networking Reception
6:25 PM
7:30 PM
Event Ends
7:30 PM

Annabelle Chow

Head of Financial Intermediaries
Bank of Singapore

Anthonia Hui

Head of Singapore
AlTi Tiedemann Global

Audrey Raj

Senior Consultant – South Asia Editor
Asian Private Banker

Claude Baumann

Founder & Chairman
Finews.Asia Pte. Ltd.

Eunice Tan

Principal, Financial Services Regulatory
Baker McKenzie Wong & Leow

Jason Tan

Partner, Financial Crime
KPMG Singapore

Lake Dai

Founder, Managing Partner
Sancus Ventures

Prof. Mandy Tham

Academic Director, Master of Science in Wealth Management
Singapore Management University

Ning Chong

Director
Family Office For Art

Nirbhay Handa

CEO & Co-Founder
Multipolitan

Parag Khanna

Author, Strategist, and Founder/CEO
AlphaGeo

Patrick Stauber

Group CEO and CEO
Marcuard Heritage AG, Switzerland

Vivien Teu

Partner, Head of Asset Management & ESG
Dentons Hong Kong

Sarah Jane Mahmud

Senior Analyst for South & Southeast Asian Banks, Bloomberg Intelligence
Bloomberg L.P.

Tan Woon Hum

Partner & Head of Trust, Asset & Wealth Management Practice
Shook Lin & Bok, LLC

Important Notes:

1) Certificates of Attendance (COA) are issued based on attendance records.
2) A SGD150.00 event cancellation fee per person is applicable for this event.
3) A SGD150.00 no-show penalty fee per person applies.
4) By registering for this event, you agree and consent to AIWM Privacy Policy

Date

Apr 03 2025
Expired!

Time

2:00 pm - 7:30 pm

Location

Mochtar Riady Auditorium
SMU Administration Building, 81 Victoria St, Singapore 188065
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