
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.
Registration and Welcome Coffee
Welcome Remarks
Keynote Address
- Jolene Tan, President, AIWM Singapore
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
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
Coffee Break
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
Keynote Presentation: Powering the Future of Independent Wealth Through Innovation
Presented by:
- Lake Dai, Founder, Managing Partner, Sancus Ventures
Coffee Break
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
Closing Remarks
- Mandy Tham, Academic Director, Master of Science in Wealth Management, Singapore Management University
Networking Reception
Event Ends

Annabelle Chow

Annabelle Chow
Annabelle Chow is the Head of Financial Intermediaries at Bank of Singapore with more than 20 years of experience in Private Wealth Management. With a strong focus on the business-to-business segment, Annabelle has deep expertise in collaborating with financial institutions, including family offices. She has been with Bank of Singapore for over 8 years and plays a pivotal role in enhancing the institutional segment, driving growth and innovation. Prior to her tenure in the bank, she was instrumental in setting up the Independent Asset Manager (“IAM”) desk for Barclays Wealth in Asia where she demonstrated her strategic acumen and leadership skills. Annabelle began her private banking career in Credit Suisse AG, covering multi-family offices of Ultra High Net Worth clients in Hong Kong. With a proven track record of success, she built up the team and increased Credit Suisse’s footprint in the Asia IAM industry.

Anthonia Hui

Anthonia Hui
A true graduate from the “university of life” who started working at the age of 6 to put herself to school. She went on to have a successful banking career spreading around Europe and Asia and co-founded a wealth management and multi-family offices business with her husband. Through the journey of helping manage her entrepreneur clients’ family wealth, she recognized the importance of defining relationships with “money” and the “purpose of wealth”. This starts her personal journey in philanthropy.

Audrey Raj

Audrey Raj
Audrey Raj is senior consultant, South Asia editor of Asian Private Banker, specialising in private banking, independent asset management, fund management, and ESG topics. She covers industry, business, and investment trends, conducts interviews with top financial leaders, and moderates panel discussions.
Before joining Asian Private Banker, Audrey was the editor of Citywire Asia, where she oversaw editorial coverage in the region and expanded coverage in the Middle East. She also worked as a journalist at Business News Australia and News Corp Australia. With over 15 years of journalism experience, Audrey holds a Master’s in Journalism from The University of Queensland and a Bachelor’s in Mass Communications from Queensland University of Technology.

Claude Baumann

Claude Baumann
Claude Baumann, born in Zurich, Switzerland, in 1962, is an accomplished entrepreneur and journalist. In 2008, he founded the financial news platform finews.ch, which he has since expanded internationally with the launch of finews.com (English), finews.asia (serving Singapore and Hong Kong), and finewsticino.ch (catering to Southern Switzerland and Italy).
Earlier in his career, he served as a correspondent for the SDA/ATS news agency at the United Nations headquarters in Geneva. He also worked as a business journalist and editor for prestigious publications, including Weltwoche, Finanz und Wirtschaft, and Handelszeitung.
An established author, he has written several books on the banking industry, including a widely praised biography of Swiss banker Robert Holzach. He co-founded the Swiss literary publishing house Nagel & Kimche and the business travel magazine Arrivals.

Eunice Tan

Eunice Tan
Eunice is a Principal in the Financial Services Regulatory practice group of Baker McKenzie’s Singapore office and a member of the firm’s Global Financial Services Regulatory Steering Committee. She specialises in regulatory, legal and compliance matters in the financial services and fintech sectors. Her clients include banks, investment managers, broker-dealers, payments companies and other financial institutions.
Eunice is consistently recognised as the Next Generation Partner for FinTech and Financial Services Regulatory in Legal 500 Asia Pacific.
Eunice is a frequent speaker at legal and financial industry seminars and forums. She also regularly assists clients in coordinating industry responses and participate in consultation with the Monetary Authority of Singapore on policy and legislative changes.

Jason Tan

Jason Tan
Jason is a Partner leading the Financial Crime segment within KPMG’s Forensic Practice. He has extensive experience leading anti-money laundering reviews, fraud and corruption investigation and dispute advisory engagements. Jason has 20 years of experience in financial services and has been specialising in AML/CFT since 2010. Jason was involved in two of three working groups set up by the Anti-Money Laundering and Countering the Financing of Terrorism Industry Partnership (ACIP) that is co-chaired by the Monetary Authority of Singapore and Commercial Affairs Department. Jason also conducts AML/CFT training for the regulator and law enforcement agencies regularly.

Lake Dai

Lake Dai
Lake Dai is a frequent keynote speaker on AI innovations, AI ethics, and board governance. In recent years, she has delivered keynotes and provided training at prestigious institutions such as MIT, Berkeley, House of Lords, and California state government, as well as for Fortune 500 companies and philanthropic foundations.
Lake is an AI educator, investor, and builder. As an Adjunct Professor at Carnegie Mellon University, she teaches Applied AI and covers Generative AI, Large Language Models (LLMs), Distributed Computing, AI Applications, and AI Alignment & Ethics.
In her role as an investor, Lake is the Founder and Managing Partner of Sancus Ventures, a venture firm focused on pre-seed to seed-stage companies. Her firm invests in the next generation of software infrastructure such as Data Infrastructure, Compute Infrastructure, Data Privacy, Cybersecurity, AI Ethics and AI Alignments. The founders she has invested in have previously launched unicorn companies such as Databricks, SambaNova, Snorkel AI, Twitch, Freenome, and Hipmunk, with a combined valuation exceeding $60 billion.
Lake’s early career was rooted in product and engineering. She joined Alibaba shortly after its inception, leading its first product team to build the Alibaba B2B marketplace from the ground up, transforming it into a $1.2 billion business. She also served as Head of Search at Yahoo! China and was a founding team member of several tech startups in Silicon Valley and Los Angeles.

Prof. Mandy Tham

Prof. Mandy Tham
Dr. Mandy Tham is an acclaimed finance educator and researcher, currently serving as Associate Professor of Finance (Education) and Academic Director of the MSc in Wealth Management at Singapore Management University (SMU). With expertise in curriculum development, student mentorship, and industry research, she plays a key role in shaping the next generation of finance professionals.
Her research focuses on behavioral finance, investments, and wealth management, earning her numerous accolades, including the CFA Best Paper Award at the Asian Finance Conference and multiple teaching excellence awards. As a recognized thought leader, she contributes to finance education, policy discussions, and stakeholder engagement within Singapore’s financial ecosystem.

Ning Chong

Ning Chong
Ning Chong is the co-founder of Family Office for the Art (FOFA) and The Culture Story (TCS), bringing over 15 years of experience in the art world across London and Singapore. Since founding FOFA in 2022, she has provided specialized art advisory services with a focus on collection management, estate planning, and legacy building. Ning also offers strategic counsel on project management, exhibition planning, research, publishing, marketing, and philanthropy, working with high-net-worth individuals, families, corporations, and cultural institutions.
At TCS, an independent non-profit art space founded in 2017, Ning champions art collecting, supports local artists, and advocates for art education through curated exhibitions and engaging events. Previously, Ning worked with the Singapore Tourism Board and spent five years at the National Arts Council (NAC) in the Visual Arts department, where she spearheaded the Singapore Art Week campaigns and managed the Singapore Pavilion at the Venice Biennale in 2011 and 2015.
A passionate advocate for the arts, Ning is a sought-after speaker on topics such as art collecting, market trends, and building legacies through art. She is a patron of the Singapore Art Museum, a board member at Objectifs (a non-profit center for filmmaking and photography), a committee member at Nanyang Academy of Fine Arts, and an advisor to SHAW Studios, managed by the Hong Kong Shaw Foundation.
Ning holds a BSc in Economics and Economic History from the London School of Economics and an MA in Modern and Contemporary Art from Christie’s Education in London.

Nirbhay Handa

Nirbhay Handa
Nirbhay Handa is the CEO & Co-Founder of Multipolitan, transforming an age-old immigration framework into a dynamic, product-driven industry. Recognized as the forerunner in the investment migration space, Nirbhay has advised ministers, presidents, and governments on sovereign innovation strategies, with his insights frequently featured on top-tier media such as CNBC, Bloomberg, Economic Times, and Forbes.
At Multipolitan, Nirbhay joined forces with co-founder Lee John Smith—whose previous venture was sold to PayPal for USD 2.7 billion—to blend deep immigration expertise with cutting-edge product development. Together, they tackle a sector steeped in history yet ripe for innovation and consolidation.
Before embarking on his entrepreneurial journey, Nirbhay had a standout corporate career at Henley & Partners. At 31, he served as Group Head of Business Development and Asia Head of Private Clients, driving visionary leadership across their 40 offices – an early success that also signaled it was time to venture out and build something groundbreaking.
Nirbhay is an advocate for the transformative power of millennial leadership to forge an innovative and inclusive future. Nirbhay graduated from the University of Nottingham on a merit-based scholarship.

Parag Khanna

Parag Khanna
Parag Khanna is Founder & CEO of AlphaGeo, the leading AI-powered geospatial analytics platform. He is the internationally bestselling author of seven books including MOVE: Where People Are Going for a Better Future (2021), preceded by The Future is Asian: Commerce, Conflict & Culture in the 21st Century (2019), as well as a trilogy of books on the future of world order beginning with The Second World: Empires and Influence in the New Global Order (2008), followed by How to Run the World: Charting a Course to the Next Renaissance (2011), and concluding with Connectography: Mapping the Future of Global Civilization (2016). He is also the author of Technocracy in America: Rise of the Info-State (2017) and co-author of Hybrid Reality: Thriving in the Emerging Human-Technology Civilization (2012). Parag was named one of Esquire’s “75 Most Influential People of the 21st Century,” and featured in WIRED magazine’s “Smart List.” He holds a Ph.D. from the London School of Economics, and Bachelors and Masters degrees from the School of Foreign Service at Georgetown University. Born in India and raised in the UAE, New York and Germany, he has traveled to more than 150 countries and is a Young Global Leader of the World Economic Forum.

Patrick Stauber

Patrick Stauber
Patrick is the Group CEO of Marcuard Heritage Group and CEO of Marcuard Heritage AG, Switzerland. He is also a member of the Board of Directors of numerous Marcuard Heritage entities including Marcuard Heritage (Singapore) Pte Ltd.
Before joining Marcuard Heritage AG, Patrick was a managing partner of Swiss independent wealth manager and member of the Board of various investment fund vehicles. From 1996 to 2008, Patrick played a pivotal role at Morgan Stanley in Zurich and London. Previously, Patrick spent six years at Citicorp Private Bank in Zurich and Citibank NA in London, after completing an apprenticeship at Bank Leu AG.
Patrick holds a degree in Business Administration. He is also a certified Six Sigma Black Bet and is fluent in German, English and conversational in French.

Vivien Teu

Vivien Teu
Vivien is a partner and head of Asset Management & ESG at Dentons Hong Kong. She has more than 20 years’ experience in the areas of asset management, diverse forms of public or private investment funds across asset classes and structures, covering retail funds and privately placed funds, investments in public markets, private equity, real estate and alternative investments. Vivien also has extensive capital markets, corporate and commercial experience advising the financial institutions and financial services sectors on financial instruments and products, strategic growth opportunities and joint ventures, inbound and outbound mergers & acquisitions, and related legal and regulatory matters for cross-border financial markets access, investments and platform building, while at the same time with experience advising on tax and trusts, wealth management and private client matters. Vivien is market-leading in having developed a unique focus in her practice on corporate and regulatory issues around environmental, social, and corporate governance (ESG), sustainable finance, responsible investment, impact investing and social finance including advising on charities and philanthropy. Vivien is a key member of Dentons Global ESG Steering Committee, as lead for Global Sustainable Finance, also part of the Global Asset Management & Funds Group, Global Family Offices Group and Global Tax Group. Vivien is admitted as a solicitor of Hong Kong, England and Wales, Singapore and Malaysia.

Sarah Jane Mahmud

Sarah Jane Mahmud
Based in Singapore, Sarah covers the Southeast Asian and Indian financial-services sector for the equity team at Bloomberg Intelligence (BI), with a focus on regulatory and market structure change. Previously, Sarah was a financials analyst with BI in Europe for seven years, focusing on buyside policy and market structure issues where she spearheaded the “Global Asset Management to 2025” and the “Buyside European Equity Market Trading” studies, and wrote the white paper “The Future of Equity Research”.
Prior to joining BI in 2015, Sarah worked as a solicitor in London handling a mix of corporate and commercial projects before joining BMO Financial Group to lead the anti-bribery corruption program across Europe. She is qualified as a solicitor of England and Wales, having studied law at BPP University following her Bachelors degree in history from the University of York.

Tan Woon Hum

Tan Woon Hum
Tan Woon Hum is widely regarded as one of the rare senior market leaders specialising in investment funds, REITs and trusts, especially VCCs and family offices. He heads a team of specialist lawyers in the Trust, Asset & Wealth Management practice at major Singapore independent law firm, Shook Lin & Bok LLP.
Woon Hum is ranked as a Band 1 leading investment funds lawyer by Chambers Asia-Pacific since 2014, Elite Practitioner by AsiaLaw Leading Lawyers in 2023 & 2024, and top 100 lawyer in Singapore by Asia Business Law Journal in 2023 & 2024, amongst other accolades.
He advises on fund formation, using Singapore funds (including VCC) and offshore funds structures (eg. Cayman LP funds, Cayman SPCs and Luxembourg funds). He is extremely well versed with independent asset managers, external asset managers, multi-family offices and single-family offices, and has an extremely strong track record in securing the relevant regulatory licences and exemptions. His excellent and long-term professional relationship with the local regulators, authorities and major industry players add credence to his practice. He has advised on and helped clients launched more than 140 VCCs as at Dec 2024.
He has extensive experience in advising private clients (including ultra-high net worth individuals and single-family offices) and trustees on the establishment of private trusts, family offices, single-family funds, Sections 13O and 13U (formerly 13R and 13X) structures and drafts trust documents, fund documents, global investor programme documents and family charters.
Woon Hum is bi-lingual (English and Mandarin), has a law degree and an MBA (Finance). He is a highly sought after speaker and speaks regularly at public conferences, forums and seminars since 2002 in Singapore, Beijing, Shanghai, Hong Kong, Dubai, Seoul, Bangkok, Ho Chi Minh, Jakarta and Kuala Lumpur. He has also been guest speaker/trainer at various universities’ postgraduate programmes.
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Date
- Apr 03 2025
- Expired!
Time
- 2:00 pm - 7:30 pm
Location
Mochtar Riady Auditorium
- SMU Administration Building, 81 Victoria St, Singapore 188065