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Investment and Asset Management, Finance, Banking and Capital Markets

Asian Wealth Management Summit

Engaging the Connected Client

Singapore |
Speakers include:
Johan Jooste

Johan Jooste

Bank of Singapore

Michael Blake

Michael Blake

Union Bancaire Privée (UBP)

Amanda Chen

Amanda Chen



The business of wealth management continues to evolve. Today’s wealthy families and individuals want more personal, more practical and more timely interactions with their wealth managers - including advice not just around asset management, but also tax and estate planning, insurance, personal financial planning, and income generation.

At the same time, the rise of fintech is having a major impact on the wealth management industry. With fintech companies providing more transparent, convenient, efficient, personalised and less costly financial services to customers, wealth management organisations are being forced to invest in new technologies and formulate digital strategies in order to stay competitive.
The Financial Times’ fourth annual Asian Wealth Management Summit will bring together the region’s leading private banks, family offices, retail banks, investment banks and asset managers, for a day of discussion and debate on the fast-evolving and increasingly competitive wealth management landscape.

fallback Add to my Calendar 11/15/2016 08:00:0011/15/2016 16:30:00trueAsian Wealth Management Summit The business of wealth management continues to evolve. Today’s wealthy families and individuals want more personal, more practical and more timely interactions with their wealth managers - including advice not just around asset management, but also tax and estate planning, insurance, personal financial planning, and income generation.At the same time, the rise of fintech is having a major impact on the wealth management industry. With fintech companies providing more transparent, convenient, efficient, personalised and less costly financial services to customers, wealth management organisations are being forced to invest in new technologies and formulate digital strategies in order to stay competitive. The Financial Times’ fourth annual Asian Wealth Management Summit will bring together the region’s leading private banks, family offices, retail banks, investment banks and asset managers, for a day of discussion and debate on the fast-evolving and increasingly competitive wealth management landscape.Asian-Wealth-Management-Summit-9cd757d6264f42acb1bc64c75070f5fcMM/DD/YYYY

Asian Wealth Management Summit 2016

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Speakers (19)

Johan Jooste

Johan Jooste

Managing Director and Chief Investment Officer
Bank of Singapore

Johan Jooste is Managing Director and Chief Investment Officer for Bank of Singapore. Before joining the Bank of Singapore in May 2016, Johan was the CIO at Azure Wealth, a boutique wealth manager based in London. Mr Jooste started his career in trading and investment banking in Johannesburg working for Absa Bank in 1994 for two years, moving on to currency and interest rate trading for a further two years after that for the South African telecoms utility, Telkom. From 1998 onwards Mr Jooste was involved first in fixed income fund management in South Africa working for the FirstRand Group, before relocating to the UK and commencing global fixed income fund management for the same entity. In 2008 he transitioned to Private Wealth Management by joining Merrill Lynch Wealth Management (EMEA) in London, first as head of the fixed income team and thereafter as Head of Strategy. With the acquisition of the Merrill Lynch business by Julius Baer, Johan became CIO UK for the Julius Baer business in the UK until the end of 2015. Mr Jooste holds a bachelors and honours degree in Economics from the University of Port Elizabeth, and a Master’s degree in Economics from the University of Johannesburg.

Michael Blake

Michael Blake

CEO Private Banking Asia
Union Bancaire Privée (UBP)

Michael Blake was appointed CEO Private Banking Asia UBP upon completion of the acquisition of Coutts International by UBP in April 2016. In this capacity, Mr Blake is responsible for the leadership and development of UBP’s private banking business in Asia. He brings to the role a track record of leading cross-cultural teams during periods of growth and transformational change. Prior to this, Mr Blake was Chief Executive of Coutts International. He has lived and worked in Asia, Switzerland and London over the past fifteen years and is active in various international affairs forums. Michael read Philosophy, Politics and Economics at Oxford University and studied Mandarin in Beijing.

Amanda Chen

Amanda Chen

Deputy Head of Wealth Management, Asia ex-Japan

Amanda Chen is Managing Director and Deputy Head of Wealth Management for Asia ex-Japan. She is responsible for Nomura’s business among high net-worth clients in the region, and drives Wealth Management collaboration with the firm’s Global Markets and Investment Banking divisions to deliver cross-divisional capabilities to these clients. Ms Chen joined Nomura in January 2015 and is based in Singapore. Prior to that, she was Head of the Strategic Transaction Group, Asia, at Morgan Stanley Private Wealth Management (PWM), where she collaborated across the firm to deliver integrated services to key strategic clients in the region. During her 14-year tenure at Morgan Stanley PWM, she held various positions including Head of Private Wealth Management for the Singapore office. She has also previously worked at Lehman Brothers in equity derivatives structured sales. Ms Chen has been a member of the Board of Governors of the Singapore Polytechnic since April 2012 and was appointed Chairman of its investment committee on April, 2015. She holds an MBA from The University of Melbourne, Australia, and a Bachelor’s degree in Business Administration from the National University of Singapore.

David Chong

David Chong

Founder and President
Portcullis Group

David Chong is the Founder and President of the Portcullis Group. He is also the Executive Chairman of Fusang – the Asian Family Office, owned by his family. Fusang offers its services through Fusang Family Office and Fusang Investment Office. Fusang Investment Office Pte Ltd is a Registered Fund Management Company regulated by the Monetary Authority of Singapore. Mr Chong is a director of David Chong Law Corporation, Singapore. He qualified as a Barrister-at-Law, Lincoln’s Inn; Advocate and Solicitor, Singapore, Malaya and Brunei; Barrister and Solicitor, British Virgin Islands; Solicitor, NSW and Queensland, Australia; Barrister and Solicitor, Australian Capital Territory and Victoria, Australia. Mr Chong is the President of the Singapore Trustees Association (STA). He served as the Founding President of Society of Trust & Estate Practitioners (STEP) Singapore Branch and was the Founding President of the Singapore Fund Administrators Association (SFAA). He is a Fellow of Harris Manchester College, University of Oxford. Mr Chong has a Master’s Degree in Law and a Master’s Degree in Business.

Chandrima Das

Chandrima Das

CEO and Co-Founder

Chandrima Das is the CEO and Co-Founder of Bento, Asia first B2C Bionic Advisor. She has over 18 years experience in the asset management and private banking industry. Bento was conceived to bring a simple portfolio based investing that large institutions follow to the wealth management space. Prior to setting up Bento, Ms Das was a Managing Director at Bank of Singapore heading up fund selection and advisory. She joined the bank from ING Investment Management where she was CEO Singapore. She has worked in a number of markets in Asia and in the UK in various capacities in product development, investment marketing and sales.

Anindya Dutta

Anindya Dutta

Head, Private Banks and Flow Structured Product Sales

Anindya Dutta is based in Singapore and responsible for driving ANZ’s global, multi-asset class strategy tailored to the unique needs of the Private Wealth segment. His role entails engaging with Private Banks, Family Offices and Retail Banks across large wealth hubs, such as Singapore and Switzerland, as well as ANZ’s home market of Australia, and providing customers with both vanilla and customised product offerings through a dedicated, global Private Banks sales team. He is also now tasked with driving the broader Flow Structured Products business for ANZ with Financial Institutions globally. Mr Dutta has over 20 years of experience working in Global Markets, both in Asia and Europe. Prior to his current role, he was with Credit Agricole, where he built and managed the global Private Wealth business, based first in London and then Singapore, ran the Regional Rates and Govies business across Asia based in Hong Kong, and prior to that, the Global Markets business for India based in Mumbai. He started his career with Deutsche Bank and worked for American Express before moving on to the erstwhile Credit Lyonnais, now Crédit Agricole CIB. Mr Dutta earned an MBA in Finance from Boston College, USA, and an MA Economics from Clark University, USA, after completing his Bachelor’s degree in Economics from Presidency College, Kolkata.

Pathik Gupta

Pathik Gupta

Asia-Pacific Head of Wealth Management
McLagan and Scorpio Partnership

Pathik Gupta is Associate Partner and Asia-Pacific Head of Wealth Management for McLagan, the pre-eminent performance and rewards consultancy for the financial services sector. He works with private banks and asset managers to address their challenges in business performance, sales effectiveness and remuneration. His overarching objective is to deliver fact-based advice that will enable clients to streamline their business model and support growth. He also co-ordinates projects in Asia-Pacific for McLagan’s subsidiary Scorpio Partnership, the leading market research and strategy consultancy focused on wealth management. Mr Gupta has over 14 years of experience within the financial services consulting and private banking industries. He joined McLagan from Credit Suisse where he held roles in product sales development as well as business management. His prior consulting experience at KPMG and The Boston Consulting Group gives him in-depth knowledge of the challenges faced by clients. He graduated with Bachelor of Applied Science in Computer Engineering from Nanyang Technological University, Singapore and went on to pursue his M.S. from Singapore-MIT Alliance (joint collaboration between National University of Singapore and Massachusetts Institute of Technology). He also holds an MBA with Distinction from INSEAD. 

Pamela  Kiesselbach

Pamela Kiesselbach

Senior Consultant
Herbert Smith Freehill

Pamela Kiesselbach is a Senior Consultant in Herbert Smith Freehill's Singapore office, specialising in large, complex, cross-border internal and regulatory investigations and disputes. She has broad sector experience, spanning international and regional investment banks and other financial services providers, national and global energy majors, and manufacturers and clients in the technology and telecommunications sectors.  Ms Kiesselbach has advised clients on some of the largest and most complex anti-corruption investigations taking place in Asia. Ms Kiesselbach has presented to several financial institutions on the relevance of US and UK tax enforcement initiatives in the region, and has spoken at conferences on the topics of FATCA, CRS and AML.  She advises clients across the region on their compliance programs and has delivered presentations to several financial institutions and multinational companies on their cyber readiness and cyber response plans.  Originally a partner in the firm's London international litigation and arbitration team, Ms Kiesselbach joined the firm's Corporate Crime and Investigations team in Hong Kong in 2012 under Global Head Kyle Wombolt, relocating to Singapore in late 2014.

Ajay Kumar

Ajay Kumar

Assistant General Manager, Head of Asset Management
Qatar National Bank

Ajay Kumar is the Head of Asset Management at Qatar National Bank where he is responsible for the groups Asset Management activities globally. He was instrumental in establishing the Asset Management business unit at Qatar National Bank in 2005 and built it to one of the leading Asset Managers in the Middle East. He has over 20 years of experience having started his career in Investment Banking in India. He has since worked in multiple roles such as Head of Research, Fund Manager (Emerging Markets), Investment Strategist, Chief Investment Officer and Head of Asset Management in India and the Middle East. He was a member of the advisory board on market reforms and regulatory framework. He was also instrumental in QNB winning Asset Manager of the year award for last five years running. He holds Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA) and Financial Risk Manager (FRM) certifications from the CFA institute, the Chartered CAIA Association and from the Global Association of Risk Professionals (GARP) respectively.

Rahul Malhotra

Rahul Malhotra

Managing Director and Head of Southeast Asia
J.P. Morgan Private Bank

Rahul Malhotra is a Managing Director and Head of Southeast Asia for J.P. Morgan Private Bank. Based in Singapore, he is responsible for expanding the Private Bank’s business for Southeast Asian and Non-Resident Indian (NRI) clients across different regions. Mr. Malhotra joins J.P. Morgan following nearly 25 years of experience in financial services. He was previously the Head of Wealth Management for Asia at Merrill Lynch. He successfully built the global India business for Merrill, where today they are one of the largest onshore private banks. Prior to that, Mr. Malhotra spent 20 years in Citibank where he was based in Dubai, London and Singapore. At Citibank, he held various senior leadership positions including Global Head of Non Resident Indians (NRI) and Head of Retail Banking in Asia. Mr. Malhotra attended the Executive Education Programme from Columbia University and received his Bachelor’s Degree from Delhi University.

Mark Nelligan

Mark Nelligan

Managing Director, Global Client Relationships
Pershing Securities Singapore

Mark Nelligan is a Managing Director and is Pershing’s senior business representative in Asia Pacific. He is based in Singapore and is responsible for relationship management and business development in the region. He is a member of BNY Mellon’s Asia Pacific Executive Committee and is Chief Executive Officer of Pershing Securities Singapore Pte. Ltd. which holds a capital markets license to service financial intermediaries in Singapore. He has over 20 years of financial services experience. Mr Nelligan joined Pershing in October 2002 from ING Barings, Singapore, where he was the Chief Operating Officer with responsibility for the bank’s commercial and investment banking operational support platform in South East Asia, Vietnam and India. Prior to this, he held several senior operational roles in Hong Kong, India and London. He is a Fellow of the Institute of Chartered Accountants in England & Wales (FCA, ICAEW) and a graduate of Jesus College, Cambridge University. 

Urs Palmieri

Urs Palmieri

Director Financial Services Advisory, Performance Improvement Strategy

Urs Palmieri is a Director in EY Performance Improvement Strategy, providing advisory services to private, corporate and retail banks in Asia. Prior to joining EY, he led a consulting practise for a Swiss consulting firm to serve financial institutions around target operating models, digital transformation strategies, CX design, project delivery and offshore development services. Mr Palmieri has over 15 years business development and transformation experience with large global finance and Telco organisations. He is recognised as a thought leader in Digital Banking and has successfully delivered major change and digital transformation programs in Asia Pacific and Switzerland for leading global financial institutions. 

Amit Popat

Amit Popat

Partner and Business Leader, Fiduciary Management, Growth Markets

Amit Popat is a Partner at Mercer and Head of Fiduciary Management, Growth Markets. He has over 23 years' experience within the asset management industry and, prior to joining Mercer, was a Senior Vice President at Banco Santander Group and Head of the Institutional Business for their fund of hedge funds business. He was responsible for developing and establishing the institutional infrastructure globally and he was Head of the UK office. Mr Popat has also spent a number of years with Northern Trust Global Investments where he was head of expanding the business across a full range of clients within the UK, Ireland and the Nordics. Prior to that he was with Fidelity Investments and the London Stock Exchange. Mr Popat graduated with an honours degree in Economics (specializing on Corporate Finance) and Biology. He is an associate of the Chartered Insurance Institute and is Investment Management Certificate (IMC) qualified.

Sandipan Ray

Sandipan Ray

Managing Director, Head of Technology, Asia Pacific
Deutsche Bank Wealth Management

Sandipan Ray is Head of Technology for Deutsche Bank Wealth Management, Asia Pacific. He is also the Programme Manager for Project Renaissance globally. 

Mr Ray joined Deutsche Bank in 2010 as Head of Operating Model Asia Pacific for the Wealth Management business. He was Chief Technology Officer for Deutsche Asset & Wealth Management Asia Pacific between 2012 and 2015. 

Mr Ray began his career with Tata Consultancy Services where he spent seven years executing a variety of projects including large IT transformation programs in Switzerland. After that, he joined Citigroup in Singapore. As an Executive Director, his last position was Head of Technology for Wealth Management in Asia. After spending 10 years at Citigroup, Mr Ray joined Union Bank of Switzerland (UBS) as Head of Front Office International (UBS Wealth Management's offshore development centre in Hong Kong and China)

Ketan Samani

Ketan Samani

Managing Director and Chief Digital Officer, APAC
UBS Wealth Management

Ketan Samani is Managing Director and Chief Digital Officer, APAC at UBS Wealth Management. Prior to joining UBS in March 2015, Mr Samani was Regional e-Business Head at DBS Bank, Southeast Asia’s largest financial institution, where he was responsible for turning DBS into a digital banking leader. Mr Samani has also held leadership e-business and sales roles at Standard Chartered, Barclays Wealth, AXA Investment Partners and HSBC in a career spanning 21 years.

Alice Tan

Alice Tan

Head, Investment Consultant and Investment Strategy, Regional Private Wealth

Alice Tan has over 19 years of experience in asset management, portfolio management and investment consulting. She joined Maybank in 2014 and is currently Head, Investment Consultant and Investment Strategy, Regional Private Wealth. She works closely with the team to make asset allocation decisions which are translated into the management of client portfolios, taking into consideration the risk appetites and objectives of the clients.


Before joining Maybank, Ms Tan was working in Credit Suisse Asset Management, Singapore as Director, Client Portfolio Managers, Asia, where she worked closely with private bankers to provide suitable discretionary investment solutions for clients, who were mainly from Singapore and Malaysia.

Ms Tan was also previously with Coutts Singapore, SG Asset Management and the UOB Group where she gained solid experience in various areas including product development and enhancement, marketing and business development.

Ms Tan graduated with a Bachelor’s degree (Honours) in Business Studies, majoring in Applied Economics and with a minor in Finance & Banking.

Evy Theunis

Evy Theunis

Head of Wealth, Regional eBusiness Department, Consumer Banking Group

Evy Theunis is Senior Vice President, responsible for the digital offering available to the wealth segments of DBS’s Consumer Banking Group. Prior to joining DBS, she worked as a consultant in Financial Services for over 10 years, leading design, delivery and deployment of digital platforms across Europe and Asia. Ms Theunis has a Master of Science in Information Technology obtained at the Catholic University of Leuven, Belgium.

Wong Lee

Wong Lee

Head of Wealth Planning South Asia
Union Bancaire Privée

Wong Lee is the Head of Wealth Planning South Asia for Union Bancaire Privée. In this role, Ms Wong is responsible for spearheading the delivery of innovative and market-leading wealth structuring solutions in the areas of intergenerational succession planning, tax and estate planning, legacy planning, liquidity planning, family governance and philanthropy advisory. She covers the markets of Singapore, Indonesia, Malaysia and Thailand and the Non-Resident India segment. A lawyer by training, Ms Wong has some 20 years of experience in the legal, fiduciary and financial services.  She joined from UBS, where she was responsible for advising high net worth clients in addressing their family wealth transition needs as well as philanthropic aspirations. Ms Wong graduated with a Bachelor of Laws from the National University of Singapore. She was appointed a Chartered Trustee by the Singapore Trustee Association in 2015.

Kenneth Yeo

Kenneth Yeo

Managing Director, Head of Investment Services and Product Solutions, South East Asia
HSBC Private Bank

Kenneth Yeo is Managing Director, Head of Investment Services and Product Solutions, Southeast Asia at HSBC Private Bank. Based in Singapore, he has over 13 years of wealth management experience holding key sales positions in credit, interest rates and foreign exchange derivatives. Prior to his current role, Kenneth was the Director and Head of Wealth Solutions Sales at HSBC Global Markets where he was responsible for marketing structured product strategy and solutions to wealth management clients, specifically private and retail banks in Singapore. Before joining HSBC, he was with Citigroup as an Equity and Fund Derivatives Dealer. Mr Yeo holds a Bachelor of Civil Engineering Degree with Honors from the University of New South Wales, Sydney, and a Post-graduate in Financial Engineering from University of California, Berkeley. He also attended the Executive MBA equivalent program at Harvard Business School and is part of the Harvard Business School Club of Singapore as a Student Mentor. In 2015, he was selected to attend the inaugural Asian Financial Leaders Program sponsored by MAS and Temasek Management Services


Co-Chairs (2)

Jennifer Hughes

Jennifer Hughes

Asia Capital Markets Editor
Financial Times

Jennifer Hughes is the FT's Asia Capital Markets Editor and has been based in Hong Kong since 2012. Before taking on her current role, she covered banking and finance in the region and ran the Lex column in Asia, providing daily views on corporate developments and market trends. Ms Hughes previously reported for the Financial Times in London and New York, covering currencies, capital markets, credit, derivatives, financial regulation, accounting and bank finance. She also regularly contributes columns on Asian markets and finance trends. Ms Hughes has a BA in History from the University of Exeter, and an MSc in Business and Journalism from Columbia University.

Jeevan Vasagar

Jeevan Vasagar

Singapore Correspondent
Financial Times

Jeevan Vasagar is Singapore correspondent for the Financial Times, focusing on the financial sector. Prior to this appointment he was the FT’s Berlin correspondent, where he covered the relationship between politics and business in Germany. Before that, he spent 12 years at the Guardian, including spells covering east Africa and writing about education policy. His freelance writing has appeared in the New Statesman, the Economist and the LA Times.

Agenda - 15th Nov

  • 8:00am
    Registration and Refreshment
  • 9:00am
    Welcome Remarks
  • 9:05am
    Keynote Interview: Wealth Management Outlook

    Michael Blake, CEO Private Banking Asia, Union Bancaire Privée (UBP)

    Moderator: Jennifer Hughes, Asia Capital Markets Editor, Financial Times 

  • 9:25am
    Panel Discussion: Increasing Share of Wallet and Client Retention

    In recent years wealth management organisations have been broadening their offerings, in order to provide a more comprehensive suite of services to meet the wider-ranging needs of clients. What are the options available to high-net worth individuals looking for services such as credit, legal and tax advice, insurance, and estate planning? How can banks capitalize on their own organisations’ capabilities and generate additional revenue streams through cross-selling opportunities? What steps must be taken internally in order to facilitate this? How can experts from investment banking, corporate finance and business banking work together to give the client comprehensive, practical advice? In which ways can pure-play wealth management firms partner with financial institutions to bring more services and solutions to their clients? With regard to regulation, to what extent are firms restricted in terms of which products and services they can offer to clients in different markets?

    Amanda Chen, Deputy Head of Wealth Management, Asia ex-Japan, Nomura

    David Chong, Founder and President, Portcullis Group

    Alice Tan, Head, Investment Consultant and Investment Strategy, Regional Private Wealth, Maybank

    Moderator: Jennifer Hughes, Asia Capital Markets Editor, Financial Times

  • 10:15am
    Regulatory Update: Opportunities and Challenges

    Pamela Kiesselbach, Senior Consultant, Herbert Smith Freehills

    Moderator: Jeevan Vasagar, Singapore Correspondent, Financial Times

  • 10:45am
    Networking Break
  • 11:15am
    Presentation – Targeting Asia’s Entrepreneurs

    Pathik Gupta, Head of Wealth Management, Asia Pacific, McLagan and Scorpio Partnership

  • 11:35am
    Panel Discussion: Optimising Tools and Services for Connected Clients

    In response to both increased competition from fast-growing fintech firms and changing customer expectations, wealth management firms are rolling out apps and self-service digital solutions that enable clients to access their portfolios and transact based on real-time market developments. What services do high-net worth individuals expect to have at their fingertips, and how can firms keep up with changing consumer demand? What does the move towards more self-service wealth management offerings mean for traditional fee models? How is the role of the relationship manager changing? What can wealth management firms do to establish a competitive advantage or differentiation to avoid losing business to insurers, asset managers or other firms providing automated advisory services? How is the regulatory landscape developing in tandem with these trends? Given the increased use of technology platforms, how are firms scaling up cyber security protection to protect themselves and their clients from fraud and hacking?

    Urs Palmieri, Director Financial Services Advisory, Performance Improvement Strategy, EY

    Sandipan Ray, Managing Director, Head of Technology, Asia Pacific, Deutsche Bank Wealth Management

    Ketan Samani, Managing Director, Chief Digital Officer, APAC, UBS Wealth Management

    Evy Theunis, Head of Wealth, Regional eBusiness Department, Consumer Banking Group, DBS Bank

    Moderator: Jeevan Vasagar, Singapore Correspondent, Financial Times

  • 12:25pm
    Networking Lunch
  • 1:30pm
    Keynote Presentation: Economic Outlook 2017

    Johan Jooste, Managing Director and Chief Investment Officer, Bank of Singapore

  • 1:50pm
    Keynote Interview: Risk-Proofing Portfolios Against Market Volatility

    Amit Popat, Partner and Business Leader, Fiduciary Management, Growth Markets, Mercer

    Moderator: Jennifer Hughes, Asia Capital Markets Editor, Financial Times

  • 2:20pm
    Panel Discussion: Catering to Changing Investment Preferences

    Particularly in light of the current low yield environment, not only high-net worth but also retail investors are demanding access to potentially high yield asset classes and investment solutions. A number of start-up firms have entered the market in response to this growing demand, democratizing access to these investment solutions. At the same time, however, there has also been a shift away from investing in hedge funds and mutual funds towards more low-cost ETFs. Why are clients becoming increasingly opting for passive solutions? How is appetite developing in Asia for managed ETF portfolio solutions (a blend of active funds and ETFs)? How have investors reacted to Britain’s Brexit vote? How important is portfolio risk management to high-net worth individuals? Particularly as money flows down from the wealth creators to the next generation, are clients showing more interest in discretionary portfolios?

    Anindya Dutta, Head, Private Banks and Flow Structured Product Sales, ANZ

    Ajay Kumar, Assistant General Manager, Head of Asset Management, Qatar National Bank

    Kenneth Yeo, Managing Director, Head of Investment Services and Product Solutions, South East Asia, HSBC Private Bank

    Moderator: Jennifer Hughes, Asia Capital Markets Editor, Financial Times

  • 3:10pm
    Presentation - The Rise of Bionic Advice

    Chandrima Das, CEO and Co-Founder, Bento

  • 3:30pm
    Panel Discussion: Effective Strategies for Engaging Millennials

    Historically, wealth transfers from one generation to the next have resulted in 90 percent of heirs opting to change advisers. In order to avoid this churn, wealth management firms must build multi-generational relationships with clients and develop strategies for retaining generation X clients. Many firms are also keen to build relationships with younger clients who are “not yet rich”. What are wealth management firms doing to make their offerings more enjoyable and appealing to younger clients? Are there ways to remove the tedium from processes like filling out risk appetite questionnaires? How can firms develop more interactive ways to educate younger clients about financial planning? What can they learn from social media and online gaming platforms? What are the challenges firms face when devising strategies to retain the interest of the fickle millennial generation?

    Rahul Malhotra, Managing Director, Head of Southeast Asia, J.P. Morgan Private Bank

    Mark Nelligan, Managing Director, Global Client Relationships, Pershing Securities Singapore

    Wong Lee, Head of Wealth Planning South Asia, Union Bancaire Privée

    Moderator: Jeevan Vasagar, Singapore Correspondent, Financial Times

  • 4:20pm
    Closing Remarks
  • 4:30pm
    Cocktail Reception

Why Attend?

  • Explore the implications of digital disruption and the rise of self-service wealth management offerings - and how the role of the wealth manager is changing
  • Discuss with industry peers what firms can do to provide a wider range of services and meet the broader needs of clients
  • Hear the latest trends in portfolio allocation preferences and investment styles among wealthy clients
  • Share best practices on how to attract and engage the millenial generation as wealth is passed down
  • Network with the region’s most prominent decision-makers in the wealth management space

Who Attends?

C-suite, SVP, VP, Division Head, Territory Head, Director, Partner or Advisors from:

  • Private Banks
  • Investment Banks
  • Banking Non-traditional banks e.g. online investment platforms, P2P lenders
  • Asset Management
  • Law firms
  • Family Offices
  • Technology companies
  • Consultancies


The Fullerton Hotel Singapore
1 Fullerton Square
Singapore 049178


Tel: +65-6733 8388


Presented by (1)

The Financial Times is one of the world’s leading business news organisations, recognised internationally for its authority, integrity and accuracy. The FT has a record paying readership of one million, three-quarters of which are digital subscriptions. It is part of Nikkei Inc., which provides a broad range of information, news and services for the global business community.

Founding partner (1)



Labuan International Business and Financial Centre (Labuan IBFC) offers global investors and businesses the benefits of being in a well-regulated midshore international business and financial centre, which provides fiscal neutrality and certainty, in addition to being an ideal location for substance creation.

Located off the North West coast of Borneo, Labuan IBFC provides access to Malaysia's network of more than 80 double taxation agreements and boasts Asia’s widest range of business and investment structures for cross-border transactions, international business dealings and wealth management needs.

Well-supported by a robust, internationally recognised yet business-friendly legal framework, Labuan IBFC operates within clear and comprehensive legal provisions and industry guidelines, enforced by its single regulator, Labuan Financial Services Authority.

With a focus on enabling cross-border transactions, providing risk management structures, Islamic financial services, commodities trading incentives and wealth management vehicles, we offer solutions to regional businesses going global or global businesses looking at penetrating Asia’s burgeoning markets.

Gold sponsor (1)

Qatar National Bank S.A.Q (QNB Group) was established in 1964 as the country’s first Qatari-owned commercial bank, with an ownership structure split between the Qatar Investment Authority (50%) and (50%) held by members of the public.

QNB Group has steadily grown to be the biggest bank in Qatar and a leading financial institution in the Middle East and Africa region.

The Group’s presence through its subsidiaries and associate companies now extends to more than 30 countries across three continents providing a comprehensive range of advanced products and services. The total number of employees is more than 27,300 operating through more than 1,200 locations, with an ATM network of more than 4,300 machines.

QNB Group has maintained its position as one of the highest rated regional banks from leading credit rating agencies including Standard & Poor’s (A+), Moody’s (Aa3), Fitch (AA-), and Capital Intelligence (AA-). The Bank has also been the recipient of many awards from leading international specialised financial publications.

Based on the Group’s consistent strong financial performance and its expanding international presence, QNB is currently ranked as the most valuable bank brand in The Middle East and Africa, according to Brand Finance Magazine.

Silver sponsor (1)

At Mercer, we make a difference in the lives of more than 110 million people every day by advancing their health, wealth, and careers. We’re in the business of creating more secure and rewarding futures for our clients and their employees — whether we’re designing affordable health plans, assuring income for retirement, or aligning workers with workforce needs. Using analysis and insights as catalysts for change, we anticipate and understand the individual impact of business decisions, now and in the future. We see people’s current and future needs through a lens of innovation, and our holistic view, specialized expertise, and deep analytical rigor underpin each and every idea and solution we offer. For more than 70 years, we’ve turned our insights into actions, enabling people around the globe to live, work, and retire well. At Mercer, we say we Make Tomorrow, Today.

Mercer LLC and its separately incorporated operating entities around the world are part of Marsh & McLennan Companies, a publicly held company (ticker symbol: MMC) listed on the New York, Chicago, and London stock exchanges.

Morning coffee break sponsor (1)

ProShares helps investors to go beyond the limitations of conventional investing and face today's market challenges. We help investors build better portfolios by providing access to specialized strategies delivered with the liquidity and cost effectiveness of ETFs. Our funds cover the spectrum from equity strategies, like dividend growth and long/short, to fixed income strategies, like interest rate hedged bond funds. We also offer tactical options, including geared, credit, and volatility strategies. Our wide array of ETFs is designed to help you reduce volatility, manage risk and enhance returns.

Strategic media partner (1)

Nikkei Asian Review brings insights from Asia, from the inside out. As part of Nikkei, Asia’s largest independent business media group, it offers comprehensive pan-Asian reporting that is vital to your decision making. With an extensive network of contributors including academics, government leaders and captains of industry from around the world, it gives readers a fuller picture of business in Asia, while its “Asia300” content provides in-depth coverage of the most influential and fastest-growing listed companies from 11 economies outside Japan.

Supporting partners (3)

The Association of International Wealth Management(AIWM) is the international professional organisation for wealth managers, portfolio managers, investment advisors, asset managers and trust and estate practitioners worldwide. The Association's main role is to award the Certified International Wealth Manager Diploma (CIWM®), the education qualification which is delivered internationally in partnership with approved training providers. The Association was founded in 2007 by AZEK, the training centre of the renowned Swiss Financial Analysts Association. (SFAA). SFAA was established in 1962 and now has more than 2,700 members including financial and investment fund analysts, asset managers, wealth managers and fund managers. Based in Switzerland, the AIWM operates on a global scale.

The British Chamber of Commerce, Singapore (BritCham) is one of the country’s leading business forums, open to executives and businesses of all nationalities. The Chamber network is an engaged and dynamic business community of more than 2,600 executives representing over 400 companies. We provide connections, insights and information for businesses, focusing on delivering quality support to our growing membership base through currently 15 Business Groups. We organise over 90 events a year offering frequent and diverse opportunities for networking and exchange.

The Singapore Venture Capital & Private Equity Association (SVCA) was formed in 1992 to promote the development and interests of the venture capital (VC) and private equity (PE) industry. The Association further strives to promote the development of the industry and its professionals as well as facilitate interaction and collaboration among all members. The Association also acts as a platform for both dialog and representation on regulatory and policy issues pertaining to VC and PE and assumes a leadership role on Southeast Asian VC and PE industry matters and activities

Supporting media partners (6)

Capital Profile offers key insight into influential business families and controlling stakeholders from Asian emerging markets. We provide intricate portraits of personal and business activities, in conjunction with real time news, to help investors and advisors manage risks and identify opportunities. Capital Profile is designed to enhance your due diligence process. is a leading source of information, data, research and resource for financial professionals in Asia. Collectively, they manage more than $20
Trillion assets in Asia in Private Banking, Wealth Management, Multi-Family Office, Family Office, Fund Management, Asset Management, Insurance, Private Equity
and Hedge Funds. More than 14,000 leading Wealth & Investment Professionals in Australia, Singapore, Hong Kong, Malaysia, Indonesia, India, China, United
Kingdom and United States visit every month.

Ignites Asia, a Financial Times service, is an online source of news, business intelligence and analysis for and about the asset management industry in Asia. Ignites Asia is the sister publication to Ignites in the U.S.and Ignites Europe. Ignites Asia is a must-read for all executives, managers and consultants who conduct business throughout Asia and need to know the latest developments within the asset management industry. Coverage in Ignites Asia includes 12 countries in Asia, retail, high-net-worth and institutional markets, asset management sales and marketing, legal and compliance, operations and technology, business and people moves, investment management services, regulatory developments, investment mandates, investment products, industry trends, markets, and more. Ignites Asia is your one-stop shop for news on the Asian asset management industry.

The PRIVATEBANKING.COM wealth industry directory is the financial-industry’s leading online business development and networking platform focused on Wealth Management and Financial Services.
The platform offers effective marketing services and tools designed to achieve high brand recognition, broad visibility and reach to your products and services.’s FINANCE LOUNGE business network is a vibrant and fast growing online community designed to help financial markets professionals to build network, increase visibility and identify and stay in touch with relevant industry experts and customers alike.
We invite you to join the FINANCE LOUNGE and gain access to business insights and new connections across the globe: 
Please register at:

Published by the Financial Times, Professional Wealth Management (PWM) specialises in analysing the growth strategies of private banks and the regional financial centres in which they operate.PWM carries the latest analysis of private banks, wealth managers and regional financial centres, along with in-depth reporting on asset allocation, the fast moving regulatory agenda, digital operations and technology, with input from a broad range of thought leaders.PWM is devoted to analysing the delivery of wealth solutions to private clients and entrepreneurial families. This can be through traditional banks, private investment or family offices and increasingly robo-advisers. PWM is also helping financial institutions to set up relevant distribution and advice models in developing markets such as the Middle East and parts of Asia and Latin America. Register for a free print subscription to receive PWM bi-monthly.

The Banker provides economic and financial intelligence for the world's financial sector and has built a reputation for objective and incisive reporting. It leads the debate on all the issues surrounding the global banking industry, providing in-depth news and analysis, exclusive interviews with senior industry figures and definitive regional bank listings, including the internationally acclaimed Top 1000 World Banks.

Exclusive PR partner (1)

Bell Pottinger provides best-in-class public relations services to leading regional and multinational companies. We support clients across Asia through our regional headquarters in Singapore and our network of offices, which includes Malaysia, Hong Kong and Myanmar. Our team offers expert counsel across the spectrum of corporate and financial communications, public affairs and crisis management. We work in every industrial and commercial sector, from large-scale infrastructure projects to financial services and technology companies. We advise our clients on various opportunities and challenges, from IPO, M&A and corporate launches, to government relations and reputational issues. Our integrated approach is underpinned by a strong digital expertise and focused on delivering measurable business results.

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