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.

8:30 AM
Registration and Welcome Coffee

Coffee & Tea

8:30 AM
9:15 AM
Opening Address by Jolene Tan, President, Association of Independent Wealth Managers Singapore
9:15 AM
9:45 AM
Keynote Presentation by Professor Mandy Tham, Academic Director, Master of Science in Wealth Management, Singapore Management University
9:45 AM
10:00 AM
Panel Discussion I Building Resilience and Alpha: Investment Innovation for the New Wealth Paradigm

As the industry enters its next phase, independent wealth managers are at the forefront of a profound transformation. This panel gathers leaders and innovators to discuss how we can stay ahead – from leveraging technology-driven tools, re-examining investment models and asset allocations, exploring alternative assets (including digital and real assets) to reshaping client value propositions – and equip the next generation of wealth leaders to future-proof their investment approach.

PANELLISTS

Speakers to be announced soon…

MODERATOR

To be announced soon …

10:00 AM
10:45 AM
Coffee Break
10:45 AM
11:15 AM
Panel Discussion I 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 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

11:15 AM
12:00 PM
Panel Discussion I 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.

PANELLISTS

Speakers to be announced soon…

MODERATOR

Michael Stanhope Hubbis

12:00 PM
12:45 PM
Closing Remarks by Professor Shantanu Bhattacharya, Deputy Dean (Education), SMU Lee Kong Chian School of Business, Singapore Management University
12:45 PM
1:00 PM
Networking Lunch
1:00 PM
2:00 PM
Breakout for Masterclass
2:00 PM
3:00 PM
Event Ends
3:00 PM
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