Agenda
Shaping the Future of Independent Wealth
Engage with leading industry experts, gain exclusive insights and connect with over 200 peers in a high-energy setting. Designed for the independent wealth sector, this event delivers actionable strategies through expert-led panels and dynamic masterclasses. Discover emerging trends, tackle industry challenges and uncover the opportunities shaping the future of independent wealth.
8:00 AMRegistration and Welcome Coffee
Coffee & Tea
9:15 AMOpening Address by Jolene Tan, President, Association of Independent Wealth Managers Singapore
9:25 AMKeynote Address by Guest of Honour
9:45 AMKeynote Presentation by Professor Mandy Tham
10:00 AMPanel Discussion
Building Resilience and Alpha:
Investment Innovation for the New Wealth Paradigm
Building Resilience and Alpha:
Investment Innovation for the New Wealth Paradigm
Technology-Driven Investment Tools
- How AI, advanced analytics, and digital platforms are transforming portfolio management
- Identifying opportunities to harness technology for enhanced decision-making and deeper client engagement
Alternative Assets and New Opportunities
- Exploring the role of private assets, hedge funds and thematic investments in diversified portfolios
- Understanding the risks, returns, and suitability of alternative asset classes for high-net-worth families
Portfolio Construction and Alpha Generation
- Rethinking traditional asset allocation models to build resilience in volatile markets
- Innovative strategies for achieving alpha while managing risk effectively
PANELLISTS
Ivan Ossa
LGT Bank (Singapore) Ltd
Jean-Francois Aboulker
Antarctica Asset Management
Mark Hindriks
Azalea Investment Management
Rebecca Sin
Bloomberg Singapore Pte Ltd
MODERATOR
Audrey Raj
Asian Private Banker
10:45 AMCoffee Break
11:15 AMPanel Discussion
Global Wealth, Local Realities:
Rethinking Cross-Border Wealth Planning
Global Wealth, Local Realities:
Rethinking Cross-Border Wealth Planning
In Independent Wealth 2.0, wealth planning isn’t limited by geography – it’s borderless, interconnected and value-aligned. Cross-border wealth planning has become more complex and more critical than ever. This discussion brings the focal point to the family, their objectives and aspirations mapping them with ever changing regulatory landscapes around the world. It also highlights practical strategies, emerging risks and innovations shaping the future of global wealth planning including:
Estate planning strategies
- How do estate planning strategies change from the perspective of global family footprints
- What are the structures that best address multiple jurisdictions
- What are the tax considerations that tie to sources of income from family wealth
- Considering the merits of having one succession structure, wills and governance matters
Managing global assets
- Learn how we deal with structuring of family assets around the world – exploring how asset holding structure plays a role in fulfilling the aspirations of next gen and growth in family wealth
- Understand structuring of asset types and key considerations for potential tax and legal issues
- Examine suitability of vehicles, such as VCC or SFO
Interaction with Trustees
- What are some of the trustee’s challenges when managing the trust assets and meeting the needs of the beneficiaries in view of the complexity of the family footprints and location of assets
PANELLISTS
Sim Bock Eng
WongPartnership LLP
Lionel Choi
LGT Bank (Singapore) Ltd
Peter Milnes
Rawlinson & Hunter (Singapore)
MODERATOR
Goh Seow Chee
Aequitas Advisory Pte Ltd
STEP Singapore, Branch Committee
12:00 PMPanel Discussion
The Next Generation Wealth Playbook:
Redefining Purpose, Passion and Performance
The Next Generation Wealth Playbook:
Redefining Purpose, Passion and Performance
As more families transition wealth to the next generation, the succession playbook is also evolving in tandem. Hear voices from next-gen owners and thought leaders as they explore how Independent Wealth 2.0 must evolve to serve this emerging generation. Digital natives with global outlooks, entrepreneurial mindsets, and strong values around purpose and impact – their approach to wealth is transforming the landscape: from how they invest and engage advisors to how they define success and legacy.
Redefining Wealth and Legacy
- How next-gen owners integrate purpose, impact, and sustainability into their wealth strategies
- Balancing traditional family values with evolving priorities and global perspectives
Engagement and Advisory Relationships
- How digital-native clients expect advisors to interact differently and more transparently
- Strategies for building trust, meaningful engagement, and long-term advisor-client relationships
Structuring for the Future
- Practical considerations for succession planning, governance, and family frameworks that support purpose-driven wealth
- Designing structures that enable flexibility, innovation, and intergenerational alignment
PANELLISTS
Eric Neo
Medway Investments
Teo Kai Xiang
Monetary Authority of Singapore (MAS)
Mariya Yokoi
ABC Cooking Studio
William Gondokusumo
Campaign for Good
MODERATOR
Michael Stanhope
Hubbis
12:45 PMClosing Remarks by Professor Shantanu Bhattacharya
Full-time Faculty, Lee Kong Chian Professor of Operations Management; Deputy Dean (Education); Academic Director, PhD in Business (General Management)
SMU Lee Kong Chian School of Business
1:00 PMNetworking Lunch
2:00 PMMasterclass #1
CRS 2.0, CRS 3.0 & the Future of Transparency: Strategic Implications for Family Wealth & Estate Planning
CRS 2.0, CRS 3.0 & the Future of Transparency: Strategic Implications for Family Wealth & Estate Planning
Global transparency is accelerating.
What began as the OECD’s Common Reporting Standard (CRS) has evolved into a far broader architecture of automatic exchange, beneficial ownership disclosure and digital asset reporting. With enhancements to CRS 2.0 and the emergence of CRS 3.0 concepts – alongside the Crypto-Asset Reporting Framework (CARF) – cross-border family wealth structures are entering a new era.
For independent wealth managers in Singapore, this is not merely a compliance issue. It is a structural shift in how trusts, family investment companies, insurance wrappers, private trust companies and single family offices are evaluated, reported and scrutinised.
This masterclass will explore:
- The evolution of CRS under the Organisation for Economic Co-operation and Development (OECD)
- Key differences between CRS 1.0, CRS 2.0 and emerging CRS 3.0 thinking
- The impact of the Crypto-Asset Reporting Framework (CARF) on digital wealth
- Reclassification risks in trust and corporate structures
- Substance, control and beneficial ownership challenges
- Cross-border succession and residency change traps
- How independent wealth managers should reposition client conversations
Through expert presentations and a moderated industry panel, this session will provide both technical clarity and strategic foresight – equipping advisers to guide families confidently in a transparency-first world.
PANELLISTS
Keith Ng
Harneys Fiduciary
Quek Ling Yi
Dentons Rodyk
Associate Faculty, Singapore Management University, Executive Development Division
MODERATOR
Professor Mandy Tham
SMU Lee Kong Chian School of Business
2:00 PMMasterclass #2
Investing Smarter: Digital Assets in Practice – Insights into digital assets, regulation and practical strategies for investors
Investing Smarter: Digital Assets in Practice – Insights into digital assets, regulation and practical strategies for investors
Key takeaways include:
- Navigating regulatory frameworks, market infrastructure, and institutional-grade solutions
- Evaluating custody, tokenisation, staking, and other offerings for high-net-worth portfolios
- How wealth managers and family offices are successfully integrating digital assets into diversified strategies
- Case studies highlighting successes and challenges in the adoption of digital assets
Guided by industry experts, this session provides advisers and investors with actionable insights and practical approaches to confidently navigate the digital asset frontier.
SPONSORED BY
PANELLISTS
MODERATOR
Professor Sunjung Roh
SMU Lee Kong Chian School of Business
2:00 PMMasterclass #3
Global Real Estate Opportunities: Where Private Capital Is Deploying Across Debt and Equity
Global Real Estate Opportunities: Where Private Capital Is Deploying Across Debt and Equity
Global real estate markets are diverging sharply. While parts of Europe and the US remain constrained by refinancing pressure and weak demand, several regions are seeing strong capital inflows and compelling risk-adjusted returns.
This masterclass will explore:
- The key factors driving the current divergence in global real estate markets
- Identify how refinancing pressure and demand shifts are affecting property markets in parts of Europe and the United States
- Evaluate where private investors are currently allocating capital across real estate debt and equity strategies
- Analyze emerging opportunities in high-growth real estate markets, particularly in Australia, the Middle East, and major Asian economies
Through expert analysis and case studies, participants will leave with practical guidance on finding opportunities across both real estate debt and equity, with a focus on high-growth markets including Australia, the Middle East, and key Asian economies.
SPONSORED BY
PANELLISTS
Jose Camacho
HP Wealth Management (S) Pte Ltd
Samuel Lee
Fraxtor Pte Ltd
Tom Cranfield
Zagga Group Australia
More speakers to be announced soon…
MODERATOR
Tim Walter
JAR Wealth Management Pte Ltd