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.
Registration and Welcome Coffee
Coffee & Tea
Opening Address by Jolene Tan, President, Association of Independent Wealth Managers Singapore
Keynote Address by Guest of Honour
Keynote Presentation by Professor Mandy Tham
Full-time Faculty, Associate Professor of Finance (Education); Academic Director, Master of Science in Wealth Management; Academic Director, Business Families Institute
SMU Lee Kong Chian School of Business
Panel Discussion I Building Resilience and Alpha: Investment Innovation for the New Wealth Paradigm
The investment landscape is evolving faster than ever, and independent wealth managers are at the forefront of shaping adaptive, resilient, and future-ready strategies. This panel gathers leaders and innovators to explore how to stay ahead – leveraging technology, rethinking investment models, exploring alternative assets, and reshaping client value propositions – to equip the next generation of wealth leaders with tools to future-proof their approach.
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
Antartica Asset Management
Mark Hindriks
Azalea Investment Management
Rebecca Sin
Bloomberg Singapore Pte Ltd
MODERATOR
Audrey Raj
Asian Private Banker
Coffee Break
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 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
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.
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
Teo Kai Xiang
Monetary Authority of Singapore (MAS)
Mariya Yokoi
ABC Cooking Studio
William Gondokusumo
Campaign for Good
MODERATOR
Michael Stanhope
Hubbis
Closing 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
Networking Lunch
Masterclass #1
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
Quek Ling Yi
Dentons Rodyk
More speakers to be announced soon…
MODERATOR
Professor Mandy Tham
SMU Lee Kong Chian School of Business
Masterclass #2
Investing Smarter: Digital Assets in Practice – Insights into digital assets, regulation and practical strategies for investors
Digital assets are moving from experimentation to regulated, institutional adoption. This masterclass explores how wealth managers and investors can engage with digital assets through institutional-grade infrastructure. Participants will gain practical insights into real-world implementation, portfolio integration, and the evolving digital wealth ecosystem.
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.
PANELLISTS
More speakers to be announced soon…
MODERATOR
Assistant Professor Sunjung Roh
SMU Lee Kong Chian School of Business
Masterclass #3
Private Credit 2.0: Asset-Backed Lending in a Fragmenting Global Macro Regime
Private credit is rapidly evolving in response to a complex global macro environment. Against the backdrop of US political cycles, European stagnation, China’s structural rebalancing, and the growing relevance of middle-power economies like Australia, Singapore, and the UAE, understanding private credit opportunities has never been more critical.
This masterclass will explore:
- How private credit is adapting to macroeconomic shifts
- Assessing regional markets and regulatory landscapes to uncover optimal opportunities
- Aligning private credit exposures with broader family office or high-net-worth portfolios to balance risk, liquidity, and returns
- Best practices for structuring, due diligence and credit governance
- How political, regulatory and economic shifts influence private credit opportunities
Through expert analysis and case studies, participants will leave with practical guidance on identifying, structuring, and managing private credit investments in today’s complex global environment.
SPONSORED BY
PANELLISTS
Jose Camacho
HP Wealth Management (S) Pte Ltd
Tom Cranfield
Zagga Group Australia
More speakers to be announced soon…
MODERATOR
Tim Walter
JAR Wealth Management Pte Ltd