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The Growing Ecosystem of Wealth Management in Singapore:
Lenses on the External Asset Manager
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Synopsis
Based on the Monetary Authority of Singapore (MAS)’s 2020 Singapore Asset Management Survey: Singapore – The Asset Management and Sustainability Centre in Asia Pacific, Singapore’s AUM grew in tandem with the global trend, rising by 17% in 2020 to reach S$4.7 trillion or US$3.5 trillion. Singapore continues to serve as the Global-Asia Pacific gateway for asset managers and investors. Managers across the traditional and alternative sectors, as well as leading global public owners, continued to anchor their investment teams in Singapore to tap the region’s growth opportunities and to domicile their investment funds in Singapore.
Against this backdrop, the Business Families Institute @Singapore Management University (BFI@SMU), was commissioned a piece of research study to build knowledge on the external asset management (EAM) industry, and uncover the needs for investment managers and family advisers in serving family business firms and family offices. We are pleased to invite you to join us at the launch of the BFI@SMU Research Report on The Growing Ecosystem of Wealth Management in Singapore: Lenses on the External Asset Manager. Participants can also learn first-hand insights on the EAM industry and ecosystem in Singapore from our sterling line-up of speakers and panellists. For more information, please refer to the appended programme outline and list of speakers and panellists.
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Date:
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Wednesday, 26 January 2022
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Time:
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10:00am to 11:30am Singapore Time (GMT+8)
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Venue:
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SMU Campus (subject to capacity limits) / Zoom
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Language:
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English only
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Time
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Programme
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9.30am
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Registration
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10.00am
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Welcome Address
By Assistant Professor Kenneth Goh, Assistant Professor of Strategic Management; Academic Director, Business Families Institute; V3 Group Fellow in Family Entrepreneurship, Lee Kong Chian School of Business, Singapore Management University
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10.10am
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Research Report Presentation - The Growing Ecosystem of Wealth Management in Singapore: Lenses on the External Asset Manager
By Assistant Professor Mandy Tham, Assistant Professor of Finance (Education); Academic Director, Master of Science in Wealth Management; Sino Suisse Fellow, Lee Kong Chian School of Business, Singapore Management University
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| 10.35am |
Panel Discussion - The Role of EAM Industry in a Thriving Wealth and Asset Management Ecosystem
Panellists:
- Franck Chen, Head of Multi-Family Office and Intermediary, Asia, J.P. Morgan Private Bank
- Lucie Hulme, President, Association of Independent Wealth Managers
- Alex Lee, Partner, Sino Suisse Capital
- Assistant Professor Mandy Tham, Assistant Professor of Finance (Education); Academic Director, Master of Science in Wealth Management; Sino Suisse Fellow, Lee Kong Chian School of Business, Singapore Management University
Moderated By: Professor Annie Koh, Professor Emeritus of Finance (Practice) and Senior Advisor, Business Families Institute, Lee Kong Chian School of Business, Singapore Management University
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11.25am
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Closing Remarks
By Assistant Professor Kenneth Goh, Assistant Professor of Strategic Management; Academic Director, Business Families Institute; V3 Group Fellow in Family Entrepreneurship, Lee Kong Chian School of Business, Singapore Management University
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Speakers & Panellists
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Franck Chen
Head of Multi-Family Office and Intermediary, Asia
J.P. Morgan Private Bank
Franck Chen is Executive Director and Head of Multifamily Offices and Intermediaries desk in Asia for J.P. Morgan Private Bank. Based in Singapore, he is responsible for leading the business development strategy for the team in Asia. Franck brings over 27 years of industry experience to the role. In the last decade, he was head of Multi-family Office and Intermediaries for North Asia at Credit Suisse, where he built the bank into the leading service provider for multi-family offices. Prior to Credit Suisse, he had held senior roles with CITIC Bank, Barclays Wealth Intermediary, BNP Paribas, Credit Lyonnais and Société Generale in Asia. Franck graduated from the University of Paris Dauphine in France with a Ph.D. in Management.
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Assistant Professor Kenneth Goh
Assistant Professor of Strategic Management
Academic Director, Business Families Institute
V3 Group Fellow in Family Entrepreneurship
Lee Kong Chian School of Business
Singapore Management University
Assistant Professor Kenneth Goh obtained his Ph.D. from Carnegie Mellon University under the Lee Kuan Yew Scholarship and also holds degrees from Wharton and Harvard. As an expert on innovation, his research has been published in the top academic journals in Management. Professor Goh was previously a faculty member at the Ivey Business School in Canada (#1 ranked by Bloomberg). He was subsequently recruited by SMU to oversee the development of curricula in innovation and entrepreneurship. At SMU and Ivey, Professor Goh has won teaching awards for courses in sustainability, entrepreneurship, and leadership. He has also authored best-selling case studies on family business, innovation and entrepreneurship used by business schools globally. Prior to academia, Professor Goh was an investment banker and entrepreneur.
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Lucie Hulme
Chief Executive Officer & Partner, TriLake Partners
President, Association of Independent Wealth Managers
Lucie Hulme is Chief Executive Officer and member of the Investment Committee for TriLake Partners, as well as serving as President of the Association of Independent Wealth Managers, Singapore. She has over 17 years of experience gained in the financial industry. Prior to joining TriLake Partners, Lucie was a relationship manager at Société Générale Private Banking (Suisse) S.A. She also worked at Crédit Agricole (Suisse) S.A and for an independent asset management firm based in Geneva, The Forum Finance Group (Suisse) S.A.
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Professor Annie Koh
Professor Emeritus of Finance (Practice)
Senior Advisor, Business Families Institute
Lee Kong Chian School of Business
Singapore Management University
Professor Annie Koh is a renowned conference speaker, panel moderator and commentator. She is currently a member of the World Economic Forum Global Future Council on New Agenda for Work, Wages and Job Creation. Professor Koh also chairs the Asian Bond Fund 2 supervisory committee of the Monetary Authority of Singapore, and is a Board Member of AMTD International Inc, PBA Group, Prime US REIT, Prudential Assurance Company Singapore and Yoma Strategic Holdings. In addition, she serves on the Customs Advisory Council and advises privately held enterprises such as Hendricks Corp. Pte Ltd, TOP International, and startups such as AvePoint EduTech, Dedoco, StashSway and SWAT Mobility. Professor Koh received her Ph.D. in International Finance from Stern School of Business, New York University in 1988, under the Fulbright scholarship.
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Alex Lee
Partner
Sino Suisse Capital
Alex Lee is a Partner at Sino Suisse Capital with a wealth of experience covering UHNW and Institutional clients across several Southeast Asian markets. Alex is an industry expert with more than 16 years of Private Banking experience. Prior to Sino Suisse, he spent 8 years with Credit Suisse, where he was Cluster Head, Expert Relationship Manager. He was most recently with the Thailand & Vietnam markets where he oversaw assets under management (AUM) of over CHF$3 billion. Alex is an active alumni of Singapore's Nanyang Primary and Raffles Institution. He holds a Bachelors of Arts in Economics from the University of Michigan, Ann Arbor.
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Assistant Professor Mandy Tham
Assistant Professor of Finance (Education)
Academic Director, Master of Science in Wealth Management
Sino Suisse Fellow
Lee Kong Chian School of Business
Singapore Management University
Mandy Tham is currently an Assistant Professor of Finance (Education) at SMU. Prior to SMU, she served as Curriculum Director of Wealth Management Institute (WMI) and was a faculty of Nanyang Business School, NTU, where she served a stint as the school’s Assistant Dean of Alumni Affairs & CFA programme director. Her research interests range from investments to CEO leadership, and her joint research work on CEO leadership was featured by Harvard Business Review and Forbes. Professor Tham has also received teaching recognitions such as SMU LKCSB Dean’s Teaching Honor List and the NTU Business Teacher of the Year award 2014. Mandy graduated with Ph.D (Finance) and M.A. (Applied Economics) degrees from University of Michigan, M.Eng & B.Eng (First class honours) from National University of Singapore.
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About the Event Partner
Sino Suisse, founded in 2017, is one of the leading EAMs in the region by total assets under management, surpassing the US$3 billion mark. The firm provides a full suite of investment management services including investment advisory, portfolio management, asset allocation and wealth planning services to ultra-high-net-worth individuals and families. Sino Suisse strives to build a collaborative and integrated platform that combines their advisory expertise with the state-of-the-art digital capabilities as they seek to protect and enhance their clients’ financial and non-financial well-being with a partnership culture. Sino Suisse is on an expansionary path in Asia and aims to double that figure by the end of 2022.
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About Business Families Institute
In response to the growing needs for Asian-centric family business research and education, the Singapore Management University (SMU) established the Business Families Institute (BFI) in August 2012 to help business families build sustainable, impactful enterprises across generations.
Through SMU’s core competence as a thought leader, BFI aims to strengthen the ecosystem of entrepreneurial business families and stakeholders in their creation of sustainable impact by addressing business family-specific issues such as succession, family governance, entrepreneurship and wealth management. The Institute also encourages business families to Think Generations, Think Growth, Think Giving and Think Global.
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