Panel 1 | Addressing the retirement concerns of the HNW segment

Joint research conducted by Asian Private Banker and Transamerica Life Bermuda revealed almost 50% of all High Net Worth and Ultra High Net Worth respondents do not have a retirement plan in place. The report also revealed that among those who have made plans for retirement, a significant proportion are not confident with their current plans.
This workshop will reveal the major concerns of the HNW segment in facing retirement, the challenges they face and the key business opportunities for Private Bankers and Brokers to discuss with their clients.

Panel 2 | Wealth, Health and Legacy Planning – A holistic approach to meeting the needs of HNWI

Private bankers continually strive to deliver solutions that address evolving needs of high net worth individuals and families in wealth creation and safeguarding legacies for generations.
What are some of the challenges private bankers face in meeting the needs of HNWI clients in achieving peace of mind?
This panel discusses how international insurance brokers are collaborating with private bankers to add value to clients by delivering a holistic approach to wealth, health and legacy planning – pioneering a new dimension in structuring services to high net worth families by facilitating access to independent industry experts.

Panel 3 | Succession Planning

One of the most complex and critical issues facing Asia’s HNW population is succession planning and, more specifically, how families should engage professionals to ensure that effective business succession plans are in place. Is there broad consensus on what best-practice succession planning looks like? How best can families partner with professionals to demarcate and preserve intangible assets? When is the ‘right’ time to plan for succession? What are the challenges wealth planners face in the region, and what opportunities remain overlooked or not yet fully-realised?

Closing Panel | Impact investing in Asia: Are we there yet?

In Asia, impact investing has a bright future – or so it is said. In recent years, a number of private banks in the region have strengthened their offerings in anticipation of a broad-based uptake. So what needs to be done to make impact investing more mainstream in Asia and what kinds of strategies resonate with Asian clients? How should private bankers frame impact investment strategies when introducing them to clients? How important is it that clients are able to verify ‘impact’ and does a relative lack of track record in the space hamper uptake? How important is it that an impact investment strategy matches market returns?

For further information, please contact: [email protected].