Independent Wealth Management Forum 20197 March I Singapore

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GOLD

PLATINUM

SILVER

BRONZE

Thank You to Our Sponsors

INDEPENDENT WEALTH MANAGEMENT FORUM 2019 - SINGAPORE - POST EVENT REPORT 3

Summary

Hubbis is delighted to have hosted our 7th annual event in Singapore for the Independent Wealth Management Community on March 6. The attendance was quite extraordinary, with more than 500 CEOs, COOs, Independent Asset managers and other senior practitioners attending.

The high-level attendees represented a remarkable diversity of local and international private banks, commercial banks, insurance companies, independent financial advisers (IFAs), single and multi-family offices, global asset managers, External Asset Managers (EAMs), law firms, accountants, trustees and others. Additionally, delegates heard from fintechs and other solutions providers, specialists in citizenship planning, precious metal investing and even wine investment.

The incredible range of panel discussions, presentations, interviews and Workshops are all presented below. If there was a single takeaway from the event it was the outstanding attendance that highlighted the widespread optimism that the independent wealth management sector has about its future and the opportunities in Asia as private wealth and economic might grow apace.

Thank you to all of our event partners: Henley & Partners, Premia Partners, Swissquote, CFA Institute, INTL FCStone, Leonteq Securities, Pershing, Sun Life Financial, VP Bank, Butterfield, Cult Wines, GAM, InvestaCrowd, Quo, SystematicEdge, Trident Trust, AXA, Aberdeen Standard Investments, Bunker Gold & Silver, CSOP Asset Management, EFG Private Banking, GMO, Global Precious Metals, Hawksford, Legg Mason Global Asset Management, Lombard Odier, Prodigy Network, Samsung Asset Management and Singapore Life.

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Attendee Profile

Private Banks25%

21%

20%

16%

1%

3%

14%

Retail Banks

Independent Firms

Technology

Asset management

Professional services

Other

Job role

C - Level

Product/ Investment

Business Head

Adviser/ Wealth Manager

Other26%

23%16%

15%

20%

SALES1st Qtr 2nd Qtr 3rd Qtr 4th Qtr

INDEPENDENT WEALTH MANAGEMENT FORUM 2019 - SINGAPORE - POST EVENT REPORT 5

1291 Group AsiaAAM AdvisoryAbacus CapitalAberdeen Standard InvestmentsAequitas LawAG DeltaAIAAL Wealth PartnersAllfundsAlpha QuestAris PrimePartners Asset ManagementAristagora Asset ManagementArtivestAssetfort CapitalAvallis FinancialAvanda Investment ManagementAvivaAXAAZ Investment ManagementAzqoreBanjaran Asset ManagementBank Julius BaerBank of ChinaBank of SingaporeBMO Private BankingBordier & CieBunker Gold & SilverButterfieldCapgeminiCapital Global InvestmentCarret Private CapitalCBP Quilvest Wealth AdvisoryCGS-CIMBChina Access Wealth ManagementCIMBCIMB Private BankingCitiCopper Basin Capital

Attendees from these firms

CorecamCornerstone Asset ManagementCornerstone PlannersCovenant CapitalCredit Suisse Private BankingCrossbridge CapitalCrossinvestCrowe Horwath First TrustCSOP Asset ManagementCTBC BankCult WinesDaiwa Capital MarketsDBS BankDBS Private BankingDeutsche BankEFA GroupEFG BankEU CapitalExpat Financial PlanningFerrell Asset ManagementFinancial AllianceFinaportFinexis AdvisoryFNZFry GroupGAMGlobal Precious MetalsGlobe Capital AsiaGMOGolden Equator CapitalGolden Equator GroupGoldman SachsGoshen Global ManagementHawksfordHelvetic InvestmentsHenley & PartnersHong Leong BankHouse of HiranandaniHP Wealth Management

HSBC InsuranceICBC Standard BankICHAMIndosuez Wealth ManagementIntegra GlobalINTL FCStoneInvestaCrowdIPCGIPP Financial AdvisersITUS Asset ManagementIZCAPJ. Rotbart & Co.Jardine Lloyd ThompsonLegg Mason Global Asset ManagementLeonteq SecuritiesLion City CapitalLombard OdierLumen Capital InvestorsLumiqMalca AmitMarc Faber GroupMarcuard HeritageMaybankMeyado Private Wealth ManagementMinara Asset ManagementMindfulwealthMW Capital ManagementNomuraNordea BankOCBC BankOctagon CapitalOrbiumParagon Capital ManagementPershingPhillip Capital ManagementPhillip SecuritiesPort Shelter Investment

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SandAireSchroders Wealth ManagementSilverdale CapitalSilversea Asset ManagementSingAllianceSingapore LifeSofos Capital ManagementSovereign GroupSt. James’s Place Wealth ManagementStandard Chartered BankStandard Chartered Private BankStirling Fort CapitalSummit PlannersSun Life FinancialSwaen CapitalSwiss Asia CapitalSwiss-Asia Financial ServicesSwissquote

ManagementPremia PartnersPrime Asia Asset ManagementProdigy NetworkPromiseLand IndependentPrudential AssurancePurple Asset ManagementPwCQuantum Asset ManagementQuoRaffles Family OfficeRajah & TannRBC Wealth ManagementRD WealthCreationRecontamReyl & CieRHB BankRuifeng Wealth ManagementSan Pacific Investments

Synergy Financial AdvisersSystematicEdgeTaurus Wealth AdvisorsThera TFSThirdrock CapitalTrident TrustTriLake PartnersU of Michigan RossUBPUBS Wealth ManagementUCAP Asset ManagementUOB BankVahocaVCG PartnersVP BankXennial CapitalYara AdvisersZACD GroupZICO Asset Management

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Speakers

David Varley Sun Life Financial

Philipp Piaz Finaport

Oliver Balmelli EFG Bank

Rachel Chen Aviva

Anthonia HuiAL Wealth Partners

Alex Borissov Finaport

Simon Lints Schroders Wealth Management

Marcus Hinkley Hawksford

Yai Sukonthabhund Crossbridge Capital

Rohit Bhuta Crossinvest

Walter de Oude Singapore Life

Shirley Crystal Chua Golden Equator Group

Damian Hitchen Swissquote

Jaydee LinRaffles Asset Management

Will Lawton Quo

Prof Gunter Dufey U of Michigan Ross

Conrad LimLGT Bank

David MacDonald Hubbis

Edwin Lee Covenant Capital

Mark SmallwoodWealth Structuring & Client Advisor

David Lai Premia Partners

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Gary Tiernan Crossinvest

Gary Dugan Purple Asset Management

Arnulfo de Pala TriLake Partners

Deep Singh EFA Group

Bryan Henning

Richard Harris Port Shelter Investment Management

Conrad LimLGT Bank

Scott MooreHenley & Partners

Bryan Goh Bordier & Cie

Larry Hatheway GAM

Eduard von Kymmel VP Bank

Mehak Dua GMO

Sam Mudie Cult Wines

Christophe Numa Bunker Gold & Silver

George Nast InvestaCrowd

Martin Huxley INTL FCStone

Leonard Chinchay Prodigy Network

Peter Muehlsiegl Leonteq Securities

Eugene LauLegg Mason Global Asset Management

Conrad LimLGT Bank

Andrew Hendry Aberdeen Standard Investments

Alain Groshens SystematicEdge

Dominic Volek Henley & Partners

Tony Wong CSOP Asset Management

Urs Brutsch HP Wealth Management

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Key voting poll results The Hubbis Independent Wealth Management Forum 2019 event in Singapore on March 7th provided fascinating and thought-provoking discussions and talks for the assembled delegates. As usual we also polled the attendees and mined out the following nuggets.

Only half our audience believe that independent firms are really independent

Only 8% of attendees believe that clients and private bankers clearly understand the value proposition that MFOs and independent wealth managers represent

82% of our attendees hold only one passport

53% of the audience do NOT believe we should ban front end fees in Asia today

Three-quarters believe that the regulator should force you to disclose ALL fees to your clients

56% of the audience believe that people in this industry operate in a more ethical way today in comparison to ten years ago

70% of attendees expect that the equity market in China will end the year higher

Our clients are not becoming much more interested in ESG according to 61% of the audience

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Independent Wealth Management Forum 2020

Thursday 12th March, 2020

10 INDEPENDENT WEALTH MANAGEMENT FORUM 2019 - SINGAPORE - POST EVENT REPORT