12th annual

2-3 March 2016

Intercontinental Hotel, Singapore

GROWING
WEALTH
RISING
OPPORTUNIT Y
BOOK ONLINE NOW AT www.terrapinn.com/pbasia

2016 Sponsors

Created by

"Currently, total Asian wealth is estimated at

around $28 trillion, and this is expected to
grow up to $48 trillion by 2017."
Gulf Business News

Private Banking Asia has been set up to provide a

forum in which family offices and HNWI representatives
can meet with private bankers. It is also designed to
give advice and information for private banking
professionals on how best to capitalise on the complex
but increasingly rewarding world of Asian private wealth.
Now entering its 12th year, this show has grown in
strength to become recognised as one of Asias
pre-eminent forums for private wealth discussion.
Its broad range of topics catering to a balanced but
senior-level audience has become its hallmark, as has
its enduring appeal amongst Asias leading wealthy
families and individuals.

BOOK ONLINE NOW AT

www.terrapinn.com/pbasia

CONFIRMED 2016 SPEAKERS

PRIVATE BANKING ASIA

LAWRENCE LUA

HOU WEY FOOK

ROB IOANNOU

TEE FONG SENG

GEOFFREY DE RIDDER

Managing Director and Head of

Private Bank South and Southeast Asia
DBS Private Bank

Managing Director and Chief

Investment Officer
Bank of Singapore

Co-head of Global Private Banking for

Southeast Asia
HSBC Private Bank

Vice Chairman Private Banking Asia Pacific

and Market Area Head, Greater China
Credit Suisse Private Bank

Chief Operating Officer Asia Pacific

UBS Wealth Management

CHRISTOPHE ABA

KELVIN TAY

URS LICHTENBERGER

LEE WONG

KONG ENG HUAT

Regional Head of Investments

Southeast Asia
JP Morgan Private Wealth

Chief Investment Officer

Southern APAC
UBS CIO Wealth Management

Director, Programme Head Digital Private

Banking; Chief Operating Officer Department,
Credit Suisse Private Bank

Executive Director, Head of

Wealth Planning
Coutts & Co

Chief Executive Officer

EFG Bank Singapore

REBEKAH CHUAN

SIMON BAPTIST

BENJAMIN PEDLEY

VERONICA MACPHERSON

MARC ZAHN

Head of Discretionary
Portfolio Management
DBS Private Bank

Chief Economist
Economist Intelligence Unit

Regional Head of Investment Strategy, Asia

HSBC Private Bank

Founder & Managing Director

MACRO Realty Developments

Chief Operating Officer

Industrie- und Finanzkontor

ASIAN FAMILY OFFICE FORUM

* To protect the wishes of the speakers, this is a partial list of speakers.

RICHARD EU

WONG KAM SHING

ANTHONY RITOSSA

NAVIN AMARASURIYA

GORDON GRANT CURTIS

MOHAMMAD AL DUAIJ

Group CEO
Eu Yan Sang International

Managing Director
Kowloon Watch Company

Chief Investment Officer

Ritossa Olive Oil & Family Office (SFO)

Managing Director
BP de Silva

Portfolio Manager & Executive Director

CI Investments (SFO)

Managing Director
Alea Global Group (SFO)

FOR SPEAKING OPPORTUNITIES

Contact Isabel Ho at isabel.ho@terrapinn.com or +65 6322 2745

WHO YOU'LL MEET?

A.N.Z ABN Amro Bank N.V Abu Dhabi Commercial Bank Adelante Capital Management Aglaia Investment Management Alea

5%

Global Group AL Wealth Partners Pte Ltd Asia Bank of Montreal ATF Group AG Athenaeum Limited Australia and New Zealand

Others

Banking Group Limited AZ Athenaeum B.N.P. Paribas Wealth Management B N Gupta Charitable Trust Banca De Economii Bank

1%

Attendees by
industry

Legal and tax

J. Safra Sarasin Ltd Bank Julius Baer Bank of China Ltd, Singapore Bank Of Montreal Bank of Singapore Bank Pictet & Cie (Asia)

6%

Ltd. Banque Internationale a Luxembourg Barclays Bank PLC Barclays Wealth BDG Singapore Pte Ltd - Wealth Management

Press and media

32%

Technology
and software

BDO Private Bank, Inc. Bonds Group Of Companies Bowen Enterprises (Pte) Ltd BNY Mellon Investment Management Asia Pacific
British and Malayan Trustees Limited Bullion Capital C S Partners Pte Ltd Cambridge Associates Candareen Capital CBP Quilvest
Charles River Development, Inc Cheng Yew Heng Candy Factory Pte Ltd China Minsheng Banking Corporation Ltd Chinatrust

18%

Commercial Bank CIMB Private Banking Singapore Citi Private Bank Clariden Leu Ltd Commonwealth Private (Asia) Coutts

Private banks

Credit Agricole (Suisse) Sa Credit Suisse CSP Capital Pte Ltd D Z PrivateBank Singapore Ltd DBS Private Bank Deauville Private

16%

13%

Asset managers
and fund houses

Internationale A Luxembourg S.A. DIFC Authority EFG International Eaton Vance Management (International) Asia Pte. Ltd. Eban

9%

Family offices

Office de Dietrich Family Deutsche Bank - Private Wealth Management Deutsche Asset & Wealth Management Dexia Banque

International EFG International Emirates NBD Export Development Canada Falconcrest Limited Family Legacy Asia (HK) Limited

Financial wealth advisors

Falcon Private Bank Ltd, Singaore Branch Family Offices Group & Richard Wilson Capital Partners LLC Forbes Family Trust LLC
G. P. Group of Companies Limited GAO Capital Grupo Bepensa H.M.P. Dynasty Family Wealth Pte Ltd Hana Bank HangSeng

USA/Canada &
Korea/Japan

UK/Europe

China

Hong Kong

Singapore

6%

6%

8%

14%

39%

Bank Hang Seng Private Banking Hans Advisory & Trust Co. Ltd Hanwha Investment Securities Harald Quandt Holding Harris
Fraser Group Hendale Group Ltd Henley & Partners Hengjiu Wealth Management HL Bank HMC Family Office Hock Tong Bee Pte
Ltd Hong Leong Bank Berhad ICB Islamic Bank Limited IMC Industrial Group J O Hambro JP Morgan Private Bank Koh Family

2%

5%

7%

Middle East
& Others

Australia

India/Sri
Lanka

13%
Southeast Asia (Malaysia,
Philippines, Thailand,
Indonesia)

Attendees by
geography

Trust Kotak Mahindra Bank Ltd L Investments L.G.T. Private Bank Labuan IBFC Inc. Sdn Bhd Landmark Lewis Trust Group Loeb
Partners Corporation Lombard Odier APAC Macquarie Pvt Wealth Malca-Amit Far East Ltd Mandalay Capital Group Maybank
Mercer (Singapore) Pte Ltd Mewah International Meyado Private Wealth Management Ltd Milltrust International Group Mirandeh
LLP Morgan Stanley NCH Capital Inc Noah Private Wealth Management NQ International Pte Ltd OCBC Bank Parly Singapore

Attendees
by job titles

Managing Directors Chief Executive Officers

Chief Investment Officers Chief Technology Officers
Heads of Private Banking & Wealth Management
Heads of Portfolio Management Heads of Wealth
Distribution Heads of Strategic Planning Heads of
Treasury Heads of Risk Management & Compliance

Lte Ltd Perpetual Private Phatra Securities Public Company Limited PPLI Asia Pte Ltd Prologis PT Bank Mandiri (Persero) Tbk
RHBOSK Asset Management Sdn Bhd Religare Macquarie Wealth Management Reyl Singapore Pte Ltd Ritossa Family Office
Rothschild Wealth Management (Singapore) Limited Royal Bank Of Canada Samba Financial Group SandAire Singapore Saxo
Capital Markets Pte Ltd Schroder Investment Capital Singapore Pte Ltd Stamford Management Stamford Privee (S) Pte Ltd
Stanley Gibbons (Asia) Ltd Taurus Wealth Advisors Tennou Capital Management The Fried Family Office LLC The HSBC Private
Bank (Suisse) SA The Standard Chartered Private Bank Tiare Group Family Office Tolaram Group Union Bancaire Privee

FOR A COMPREHENSIVE ATTENDEE LIST

BOOK ONLINE NOW AT

Contact Justin Chin at justin.chin@terrapinn.com or +65 6322 2714

www.terrapinn.com/pbasia

DAY ONE
08:00

WEDNESDAY 2 MARCH 2016 - Private Banking Asia

PAGE

09:05

WEDNESDAY 2 MARCH 2016 - Private Banking Asia

14:00

Chairmans opening remarks

OPENING KEYNOTE:
In conversation with an Economist: Global macro-economic trends and the outlook for Asias private banking
landscape

Providing flexibility and discretion in investment strategy

Adhering to the demand of multi-channel interaction
Rebekah Chuan, Head of Discretionary Portfolio Management, DBS Private Bank
Lee Wong, Executive Director, Head of Wealth Planning, Coutts & Co

Policy developments providing opportunities for wealth creation

Gordon Curtis, Executive Director, CI Investments

Outlook for currencies and commodities to 2020 and views on key asset markets
Simon Baptist, Chief Economist, Economist Intelligence Unit

ROUNDTABLE SESSION

PANEL:
Evolution or revolution? Adapting your strategy for competitive growth within a changing wealth
management landscape
Predicting, evaluating and responding to disruption
Differentiating your client strategies and increase customer
Client service vs operational efficiency
Comparing Singapore with other private banking hubs
Opting for managed, discretionary portfolios

15:00

An interactive, unstructured session, this session provides opportunities for delegates to discuss and address core issues
facing your business today

Table 1: Talent management: Training

Table 3: Private banks and family offices

and retaining human capital

Table 2: Utilising innovative technology

Lawrence Lua, Managing Director & Head of Private Bank South and Southeast Asia, DBS Private Bank

15:45

and applications

16.25

Taking a strategic approach in managing regulatory changes and compliance issues

Why regulatory compliance is an opportunity for private banks to distinguish themselves
Implementing the Common Reporting Standard and aligning it with FACTA

Robo-Advisors and automated investment services: Accelerating digital adoption

How should private banks develop online and mobile offerings to drive business to the next stage?
Session reserved for sponsor. Contact Justin Chin at justin.chin@terrapinn.com or at +65 6322 2714 to discuss

16:45

Speed networking and morning refreshments

Enhancing data security and regulatory restrictions into technology infrastructure

Traditional wealth management vs digital advisors achieving the best of both worlds
Cyber security: Protecting sensitivity of clients information of investments

An interactive, unstructured session, this session provides opportunities for delegates to learn and discuss about
their preferred types of alternatives investments

Table 1: ETFs

Table 3: Real Estate

Table 2: Currencies

Table 4: Commodities

PANEL:
Maintaining the human touch within a world of digitalised banking
Prioritising relationships building over numbers and processes

ROUNDTABLE SESSION

12:15

CASE STUDY:
Investing in digital capabilities to drive higher customer engagement
From phone & tablet banking capabilities to data mining, social media networks and smart phone applications,
which innovation would you focus on?

GROWTH

11:30

Geoffroy de Ridder, Chief Operating Officer Asia Pacific, UBS Wealth Management
Urs Lichtenberger, Director, Programme Head Digital Private Banking; Chief Operating Officer Department, Credit Suisse
Private Bank

Table 5: Private Equity

CASE STUDY:
Uncovering profitable opportunities in the real estate space

17:45

Chairmans closing remarks

17:55

Networking cocktail reception

Exploring real estate investments as part of portfolio diversification

Identifying trends across the spectrum from high end real estate to rental market
Veronica Macpherson, Founder & Managing Director, MACRO Realty Developments

12:35

differentiating factor

CASE STUDY:
Achieving greater transparency and openness in KYC and compliance

Session reserved for sponsor. Contact Justin Chin at justin.chin@terrapinn.com or at +65 6322 2714 to discuss

10:55

Table 4: Delivering client centricity as key

EXPLORING THE DIGITAL ERA

Rob Ioannou, Co-head of Global Private Banking for Southeast Asia, HSBC Private Bank
Kong Eng Huat, Chief Executive Officer, EFG Bank Singapore

competition or collaboration?

Afternoon refreshments

Tee Fong Seng, Vice Chairman Private Banking Asia Pacific and Market Area Head, Greater China, Credit Suisse Private Bank

10:35

PANEL:
Delivering what is needed: Investigating the needs and demands of HNWIs today and tomorrow

Catering to the needs and risk profiles of multi-generational families and HNWIs

Key risks for the global and regional economy in 2016 17

From tax and succession planning to asset allocation and philanthropy advisory, how can private banks develop a
working relationship with HNWIs and families

Growth prospects for 2016 and out to 2020 for major economic regions

09:35

PAGE

SEIZING THE OPPORTUNITY

Registration

BUILDING SCALE AND CAPABILITY

09:00

DAY ONE

Networking luncheon

FOR SPEAKING OPPORTUNITIES

BOOK ONLINE NOW AT

Contact Isabel Ho at isabel.ho@terrapinn.com or +65 6322 2745

www.terrapinn.com/pbasia

DAY TWO
08:00

THURSDAY 3 MARCH 2016 - Private Banking Asia

Registration

FORUMULATING YOUR ASSET ALLOCATION STRATEGY

09:15
09:20

Chairmans opening remarks

PANEL:
Creating a customised portfolio to capture returns and diversify risk
Looking across geographies and asset classes, where holds opportunities for investment and capital deployment?
Utilising active portfolio management for successful thematic investing
Examining key selection criteria for investment decisions
Aligning the investment allocation with familys long term capital objectives
Hou Wey Fook, Managing Director & Chief Investment Officer, Bank of Singapore
Kelvin Tay, Chief Investment Officer Southern APAC, UBS CIO Wealth Management
Benjamin Pedley, Regional Head of Investment Strategy, Asia, HSBC Private Bank
Christophe Aba, Regional Head of Investments Southeast Asia, JP Morgan Private Wealth

10:20

CASE STUDY:
Finding the right fit: Throwing away the one size fits all mentality
What is the value proposition of traditional family office vs family office divisions of private banks
How can private banks position themselves to advance their relationship?
What value can advisors bring to the table?
Session reserved for sponsor. Contact Justin Chin at justin.chin@terrapinn.com or at +65 6322 2714 to discuss

10:40

Morning refreshments

FORUMULATING YOUR ASSET ALLOCATION STRATEGY

11:00

LIVE INTERACTIVE VOTE:

Direct investments vs. co-investments vs. fund investments
Balancing risk and control of your investments, the live vote session will open the floor to the audience members to vote live on the
headline topic.

ROUNDTABLE SESSION
11:30

An interactive, unstructured session, this session provides opportunity for delegates to discuss different opportunities available
within Asia's key strategic private banking markets and capitalise on them

Table 1: Greater China: Liberalisation of Chinas

financial sector
Table 2: India: Enter or leave? Spotting the opportunities

in India

Table 3: Middle East / Gulf Cooperation Council: Banking

Private Banking Asia 2016

12:15
14:00

wealth management hub?

Asia Family Office Forum 2016

Networking lunch
WORKSHOP
Win, maintain and retain clients through sharpening
your soft skills.
Soft skills are very important in maintaining and retaining
private clients in the wealth management space. As an
extension to the main conference, the workshop aims to
Assess and evaluate successful soft skills successful
practioners
Refine and enhance your existing skills
Develop new skills for attaining excellence in client servicing

15:30

on the private wealth boom

Table 4: Indonesia: An upcoming private banking &

Afternoon refreshments and end of conference

FOR SPEAKING OPPORTUNITIES

Contact Isabel Ho at isabel.ho@terrapinn.com or +65 6322 2745

Closed door Family Office Forum

*Flip over for more details

"Topics covered are very relevant and speakers

are knowledgeable and well versed of the
challenges faced by the industry"
DBS Private Bank

ASIAN FAMILY OFFICE LUNCHEON

Thursday 3 March 2016 | Intercontinental Singapore Hotel

THURSDAY 3 MARCH 2016 - Dedicated program for the family office community
This is a by-invite, exclusive closed door event, organised for foundations, family offices, multi-family
offices, non-discretionary consultants and accredited high net worth individuals.

ASIAS WEALTH
MANAGEMENT
FORUM

12:15

Registrations & Seating

12:30

Welcome remarks seated for lunch

14:00

Chairmans opening remarks

14:05

PANEL:
Connecting the business and family through philanthropy
Exploring how family offices can pursue different avenues for philanthropic efforts
Emergence of new generation taking interest in social foundations
How is societal impact different from philanthropy or impact investment?
What are practical first steps to get started on this journey?
How to turn a project / initiative into a long-term program / process?
What governance structure is in place? Or, what would be ideal?
Co-hosted with Trusted Family

15:00

Asian Family Office is an exclusive forum in which family office

representatives are invited to discuss and share insights into the matters
most important to them, including transference of leadership, internal
governance, maximizing value of service providers, and
commitments to philanthropic causes.
This event will provide space for members of Asian and international
family businesses, family offices and their advisors to benchmark ideas
and strategies.

Developing a win-win formula for joint partnerships / investments between families

As each family office has a different mandate, how can they work together to develop best synergy? Join Gordon Curtis, as
he shares his experience in leading CI Investments, a SFO headquartered in Switzerland with over 2000 family members,
manging over 7 billion Euros.

15:30
16:00

Networking and refreshments

Sustaining the family through time An European perspective
As chairman and chief investment officer of his Ritossa Olive Oil & Family Office, Anthony Ritossa will present his insights on the
family office space from an international perspective. Reflecting on differences amongst European and Asian family offices, examine
how each manages decision making and governance and how Asian family offices can take a page from the Europeans.

16:25

Complimentary delegate passes are available for family businesses

and offices.

FO INTERVIEW:
Realising the value of a cross-generational strategic approach to wealth creation
Understand how members of different generations can work side by side

Resolving differences between each generation and their expectations

Leadership transition: how will the new family office model look like?
Defining the roles of spouses and siblings entering the family business
Planning for the future succession planning for the next generation
17:25

Chairmans closing remarks

UPGRADE YOUR PASS TO GET ACCESS TO THE FORUM

Please contact Justin Chin at justin.chin@terrapinn.com or call +65 6322 2714
to find out more about options available.

THIS IS A SNEAK PEAK OF THE AGENDA. FOR FULL DETAILS:

Please contact Justin Chin at justin.chin@terrapinn.com or call +65 6322 2714
to find out more about options available.

SPONSORSHIP OPPORTUNITIES
This year, Private Banking Asia is putting innovation at the heart of its agenda. Providing
you, our partners, with ever more creative and unique opportunities to meet, listen and
do business with private banks and family offices.
The event will allow you a host of opportunities to network with peers and clients alike,
as well as provide an agenda that helps give you the right stage from which to present
your value proposition.

WHO SPONSORS
Fund houses and asset managers
Banks and financial institutions
International offshore financial centres
Independent financial wealth advisors
Legal, tax and accounting
Risk and compliance

There are several options you

may choose from:

Benefits

Diamond

Platinum

Gold

Silver

Bronze

Associate

Opening Keynote

Day 1

Day 2

Chairmanship Role

Day 1

Day 1

Day 2

Speaking slot

Panel Speaking/
Roundtable
Moderator

Pre-Arranged On-site
Meetings

15

10

Conference Passes
for Company
Representatives

VIP Passes for

Clients

20

15

12

Exhibition Stand

Diamond

Platinum

Gold

Silver

Bronze

Associate

Keynote speaking slot

Case study
Panel moderator/
participant
Host a round table

Trust and fiduciary services

Pre-arranged onsite
meetings

Technology and software providers

Exhibition booth

Past sponsors have included:

Onsite Brand
Recognition

Lanyard/Goodie Bag

FOR A CUSTOMIZED PROPOSAL

Contact Justin Chin at justin.chin@terrapinn.com or +65 6322 2714

FOR A CUSTOMIZED PROPOSAL

Contact Justin Chin at justin.chin@terrapinn.com or +65 6322 2714

RESERVE YOUR PLACE TODAY

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BEFORE
R
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Package

Book by 11 December

Final Price

Standard Package

SGD 3,295

SGD 3,625

Private Bank Package

SGD 1,000

SGD 1,100

Top-Up of SGD 500

Asian Family Office Forum

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BRING YOUR TEAM

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more details or go to www.terrapinn.com/pbasia