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We are excited to unveil our first roundtable event of the year: "Is the Independent Wealth Manager industry in Singapore fit for the future?"


Engaging discussion on the current landscape of the independent wealth manager industry in Asia, with a particular focus on Singapore. We'll delve into the role of banks and financial institutions in Singapore, exploring the challenges and opportunities faced by independent wealth managers, including regulatory hurdles, client service standards, onboarding processes, retrocession arrangements, and trailer fees.


Our esteemed speakers from UBS, SingAlliance and Bank of Singapore will share insights into how they are strategically positioning this business for the future. Additionally, we'll examine how the Swiss independent wealth manager industry compares with Singapore's, and whether it has evolved as a Swiss specialty within the financial industry.

Please note that registration to the event is by INVITATION ONLY.

A participation charge at SGD50 will include a 3-courses set dinner, a welcome drink, wine, tea and coffee.


*Please be informed that photos and/or videos will be taken during the event, which might be published on our website, in newsletters, social media or any other publication. With the registration to the event, you consent to the same. The admission of non-members of SwissCham to our events is at the absolute discretion of the SwissCham management and we reserve the right to refuse an event registration or admission of a non-member without having to give a reason.


No-shows & cancellations for members:

– Late cancellation or No-shows will be charged, SGD 35

– Free cancellation can be made 2 days prior to the event by sending an email to intern@swisscham.sg

Speakers

Daniel Brunner

Partner at St James's Place - The Heritage Partnership

Patrick Busse

Managing Director/Co-Head Global Financial Intermediaries APAC of UBS


Annabelle Chow

Managing Director/Head of Financial Intermediaries at Bank of Singapore

Jolene Tan

President Association of Independent Wealth Managers (AIWM) and Managing Partner at SingAlliance

Agenda

Welcome Drink
Opening Sub-committee chair
Panel Discussion & Q&A
Dinner

Location

Swiss Club
Rifles Lounge, Swiss Club Road
Singapore

See route

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