29 August 2017
At this MasterClass co-hosted by Capgemini, senior management from various private banks shared and gleaned insights on inter-generational wealth transfer locally as well as in the region. The key points of engagement included:
The IBF Connect (Private Banking) 2017 was an IBF member-exclusive session, where representatives of various IBF member banks came together for a closed-door session of industry sharing and learning.
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Lydia WeeCEO, The Institute of Banking & Finance (IBF)
Presentation: "Navigating the Maze of Inter-generational Wealth Transfer in Asia-PacificDavid P. WilsonAsia Wealth Management Lead, Capgemini Global Financial Services
Ice Breaker and Brief for Breakout Session
Fireside Chat with Senior BankersModerated by Lydia Wee, CEO, The Institute of Banking & Finance (IBF)Panellists: Kong Eng Huat, Chief Executive Officer, Singapore and Southeast Asia EFG Bank AG Singapore Branch Paul Chua, Head of Wealth Planning, Singapore Managing Director, Investment Platforms and Solutions UBS AG Wealth Management
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