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  • Programme
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IBF MasterClass (Private Banking)

Navigating the Maze of Inter-generational Wealth Transfer in Asia-Pacific

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:

  • Sharing trends, outlook and other considerations for wealth transfer management
  • Identifying areas of constraints and improvements to be made so as to better serve clients
  • Designing solutions to address both the needs of HNWIs as well as the challenges of inter-generational wealth transfer


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.

Click here to find out more about IBF membership. To participate in future IBF member-exclusive events, email our Event Secretariat at events@ibf.org.sg

IBF MasterClass (Private Banking)

Navigating the Maze of Inter-generational Wealth Transfer in Asia-Pacific

29 August 2017

 The IBF MasterClass is by-invitation and only open to IBF members. Email us at events@ibf.org.sg for more details.

Time Activity
1.45pm

Event Sign In

2.00pm Welcome Remarks       

Lydia Wee
CEO, The Institute of Banking & Finance (IBF)

Presentation: "Navigating the Maze of Inter-generational Wealth Transfer in Asia-Pacific
David P. Wilson
Asia Wealth Management Lead, Capgemini Global Financial Services

      

Ice Breaker and Brief for Breakout Session

​Breakout Session: "Readiness for Inter-generational Wealth Transfer"

 Identifying existing strengths and challenges related to engaging with and serving existing clients and the next-generation before, during, and after wealth transfer

 Propose specific initiative(s) to address gaps
​Tea Break
​Presentation by Teams on Recommended Initiatives

​Fireside Chat with Senior Bankers
Moderated 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

Wrap-up
- Summary of Takeaways/Learning
- Closing Remarks
5.40pm​End of Event / Event Sign Out

IBF MasterClass (Private Banking)

Navigating the Maze of Inter-generational Wealth Transfer in Asia-Pacific

29 August 2017

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