Date - 17th February 2025
Venue - The Westin Singapore, Ballroom 1
Emcee - The Standard Chartered Private Bank Legacy Planning Leadership Forum 2025, held on 17th February 2025 at The Westin Singapore, was a prestigious gathering of industry leaders, experts, and professionals to discuss the future of wealth transfer and succession planning. Hosted by emcee Singapore Ivan, the event was a blend of insightful discussions, vibrant traditions, and networking opportunities, setting the tone for a prosperous Year of the Snake.
The event began with registration and networking, where attendees enjoyed light refreshments while connecting with peers. At 12:15 PM, the emcee warmly welcomed everyone, extending festive greetings, acknowledged the supporting organizers—Charles Monat Associates, Howden Private Wealth, and Private Client Service by Mercer—and introduced the esteemed guests, including Mr. Clement Cheung, CEO of the Insurance Authority, and other industry leaders.
The event kicked off with a vibrant lion dance performance, symbolizing good luck and prosperity for the year ahead. The emcee highlighted the significance of the dance, and the performers received a round of applause for their energetic and captivating performance.
Mr. Joe Lee, Head of Wealth Planning at Standard Chartered Private Bank, delivered the welcome remarks. His speech set the stage for the day’s discussions, emphasizing the importance of legacy planning and wealth transfer in today’s dynamic financial landscape.
The highlight of the event was the Broker CEO Forum, featuring a panel of distinguished leaders, including Mr. Clement Cheung, Mr. Berry Wong, Mr. Benjamin Cheng, and Ms. Christina Wong. Facilitated by Mr. Joe Lee, the forum explored topics such as Hong Kong’s high-net-worth insurance trends, regulatory changes, and strategies for wealth transfer and succession planning. The panelists shared valuable insights, fostering a deeper understanding of the industry’s future direction.
At 1:10 PM, the focus shifted to the Insurer Panel Discussion, moderated by Ms. Penny Mak, Lead of Legacy Planning at Standard Chartered Private Bank. Esteemed panelists, including Mr. Sam Morgan, Mr. Terry Yung, Mr. Jethro Goodchild, and Ms. Shiuan Ting Van Vuuren, discussed investment and product strategies amid changing markets. They addressed key factors influencing interest rates, regulatory impacts, and innovative product designs to meet evolving client needs.
The event concluded with a group photo session at 1:40 PM, where all speakers and honoured guests gathered on stage to commemorate the occasion. The emcee expressed heartfelt gratitude to the attendees, speakers, and organizers for their contributions to the event’s success.
The forum wrapped up with a mingling session, allowing attendees to network and discuss key takeaways informally. The emcee Singapore closed the event by wishing everyone a prosperous and successful Year of the Snake, leaving attendees inspired and energized for the year ahead.
The Standard Chartered Private Bank Legacy Planning Leadership Forum 2025 was a resounding success, thanks to the emcee’s engaging hosting, the insightful discussions, and the vibrant atmosphere. It was a fitting celebration of collaboration, innovation, and the spirit of prosperity.
Thank you for having me as the emcee for The Standard Chartered Private Bank Legacy Planning Leadership Forum 2025. It was an insightful experience.
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