Programme SG

pror sg

Wealth Leadership Management Forum Singapore





Chairman’s opening remarks

Long Lee, CEO, Vontobel Ltd. Hong Kong 


Digital Transformation in Wealth Management

Roger Studer, Member of the Executive Board and Head Investment Banking, Vontobel


Keynote address: Mapping the blueprint for a globalised portfolio

  • Expanding asset allocation decisions beyond the traditional geographic approaches
  • Strategies in asset allocation and risk diversification in the rising rate environment
  • How do divergent monetary policies and geo-political uncertainties affect Asian markets?
  • Which emerging market sectors have the highest potential for return in a volatile environment?

Johan Jooste, Head: Rates, Bank of Singapore


Agile Investing with Structure Products

Georg von Wattenwyl, MD and Global Head Financial Products Advisory and Distribu-tion, Vontobel


Coffee break and networking


Leadership panel discussion: Revamping your businesses for tomorrow’s opportunities

  • Where do you see the biggest challenges for your business’ future growth and sustainability?
  • The new wealthy in Asia have evolving demands – To what extent is this shaping your business model? 
  • Is there a shift in developing more discretionary portfolio services in Asia, and how?
  • How are you utilising the latest digital and product innovations to enhance value propositions?
  • Where do you see the upcoming opportunities for growth?

Long Lee, CEO, Vontobel Ltd. Hong Kong 

Oliver Balmelli, Deputy Chief Executive Officer & Head Private Banking Singa-pore, EFG Bank AG
Rohit Bhuta, CEO, Crossinvest (Asia)
Michael Blake, Chief Executive Private Banking Asia, Union Bancaire Privée
Mandeep Nalwa, Founder & CEO, Taurus Wealth Advisors 
Roger Studer, Member of the Executive Board and Head Investment Banking, Vontobel


Structured Investments and Solutions: All weather friends

  • Delivering performance in uncertain times: how structured products have helped clients achieve their investment objectives?
  • Navigating through the tricky period of Q4 2018, what could investors do to re-position their portfolios?
  • Unique ideas / innovations seen in structured investments in 2018
  • Penetration of structured products in client portfolios: how is it changing and what could be done to increase it?
  • Regulatory landscape – what’s changing and how does that impact the overall business?
  • Technology improvements – how is it affecting to uptake of structured products?

Anup Gupta, Head of Sales APAC, Vontobel

Nirman Chhabra, Executive Director, Taurus Wealth Advisors
Wai Meng Goh, Executive Director & Structured Product Specialist, Bank Julius Baer
Nicolas Rigois, Head of Wealth Management Product & Sales, Standard Chartered Bank


Chairman’s closing remarks

With refreshments


End of forum and lunch