Singapore is an attractive location in Asia to set up a family office and engage in philanthropy and impact investing. Its long history of wealth management, deep cultural heritage, and its international perspective have attracted a significant number of families and ultra-high-net-worth individuals to the city-state to manage their wealth for inter-generational transition, while actively contributing to the local community.
Building on Singapore’s strong value proposition as a wealth management hub, Zenith Platform, a Wealth Management and Family Office Platform for (U)HNW individuals, together with AVPN and Bedrock, is organizing the inaugural Family Legacy and Wealth for Good 2023 Forum. This event will take place on May 11 at the prestigious Capella Hotel Singapore, bringing together a range of stakeholders, including Chinese and Singaporean families, (U)HNW individuals, business executives, and investment and philanthropy experts to discuss wealth management and succession while contributing to social good.
The forum will promote the exchange of ideas on sustainable wealth management and impact investing, foster communication and cooperation among (U)HNW investors, and help establish strong connections between incoming family offices, government agencies, local families, and the broader family office ecosystem. By promoting the development of the family office ecosystem in Singapore, the forum seeks to create a platform for sustainable growth and positive impact.
AVPN Members benefit from a 50% discounted ticket rate, please contact [email protected] for more information.
9:30-9:40 Opening Speech by the Organize Representatives
Guest speaker: Lisa LI, Managing Director, Zenith Platform
9:40-10:00 Keynote Speech: Singapore – Asia’s Driving Engine
Speaker: Chavalit Frederick TSAO, Chairman of IMC Pan Asia Alliance Group
10:00-11:00 Roundtable Discussion: Family Wealth for Good—Philanthropy and Impact Investing
Moderator: Roshini Prakash, Chief Knowledge Officer of AVPN
Panelists: Brian San, Executive Director, WMI Wealth Management Institute
Patti Chu, Managing Director, Mana Impact Partners
James Ong, Director, International Institute of Artificial Intelligence
Anthonia Hui, CEO of AL Wealth Partners
11:00-12:00 Roundtable Discussion: Family Wealth Management and Global Asset Allocation in an Era of Change
Moderator: Lisa LI, Managing Director, Zenith Platform
Li Xiaodong, Founding Partner of Canaan Global and Canaan Capital
Tina Wei, Managing Partner, PristineView Capital Advisers
Wai Chiew CHIK, Heritas Capital CEO
12:00-13:30 Networking Lunch
14:00-14:40 Keynote Roundtable Discussion: Building a Respected Family Office in Singapore
Moderator: Serena Choo Shu Hui, Founder and CEO, Bedrock
Panelists: Basil Lui, Advisor, EDBI
Jin Hoe Koh, Executive Director, Singapore Exchange
Andrew McLauchlan, Risk Management Specialist, Bedrock
Former MAS Officer (TBC)
14:40-15:00 Speech: What social impact / social investing opportunities there could be in Singapore for family offices
Speaker: Carrie Tan, Member of Parliament, Social Entrepreneur
15:00-15:40 Master Insight 1: What’s next for blockchain
Speaker: Tan Bin Ru, Deputy Chief Executive Officer, ChainUp Technology
15:40-16:00 Tea Break and Networking
16:00-16:30 Master Insight 2: What Google is discovering in SE Asia’s digital ecosystem
Speaker: Melissa Lee, Director, Google Singapore
16:30 -17:00 Master Insight 3: AI—The future is here
Speaker: Malcolm Wong, Senior Director (Asia, MEA & LATAM), Huawei Technology
17:00 -17:10 Closing Remarks, End of the Forum
Guest speaker: Naina Subberwal Batra, CEO of AVPN
Forum Organizer — Zenith Platform
Founded in 2011, Zenith Platform is dedicated to provide wealth management and investment advisory services to (ultra) high net-worth individuals and family offices. Through professional capabilities and resource integration, Zenith Platform helps ultra-high-net-worth families in preparation for setting up family offices and further provides selected investment funds and project opportunities.
Since 2013, Zenith Platform has held more than 30 professional forums in Beijing, Shanghai, Hong Kong, Suzhou, and Shenzhen for many years. Focusing on professional trendy topics, it has built an ecological platform for top experts, professionals and institutions, and high-net-worth individuals to communicate in depth in terms of wealth management, asset management, and family office industries. With a global perspective, we build a productive social platform and lead the industry by bringing professional speakers and high-quality attendees together in a relaxed, fun, dignified, and sophisticated organizational style.
Forum co-organizers — Bedrock Trust
A member company of the ChainUp Technology Group, Bedrock Trust Pte Ltd is a CMS license holder specializing in family wealth management. Our blockchain expertise combined with deep experience in financial service enables us to provide bespoke family wealth management solutions to distinguished families. We take a total-solution approach helping our clients navigate the complexities of family office setup and asset allocation.
Forum partner — AVPN, ASIA’S No.1 SOCIAL INVESTOR NETWORK
With over 600 members covering 35 countries, AVPN is Asia’s #1 social investor network, based in Singapore, and committed to building a vibrant and high-impact social investment community across Asia. We are an advocate, capacity builder, and platform that cuts across private, public and social sectors embracing all types of engagement to improve the effectiveness of members across the Asia Pacific region.
AVPN’s mission is to catalyze a more strategic, collaborative, outcome-focused approach to philanthropy and social investing. To achieve this, we aim to increase the flow of financial, human , and intellectual capital to the social sector, and ensure that capital is deployed as effectively as possible.
Note: Singapore visa will be issued within 5 working days after the documents are submitted, and 1-3 working days for expedited processing.
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