Overview
Join us for a half-day event exploring the future of private wealth management. The symposium will feature a roundtable discussion on AI-augmented advisory and a panel session on engaging next-generation clients. Learn practical strategies, gain insights from industry leaders, and network with peers across the private wealth and financial advisory sectors.
Event Agenda
31 March 2026
- 9:30 AM - 10:00 AMBreakfast & Registration
- 10:00 AM – 11:00 AM[Roundtable Discussion] AI-Augmented Asset Management: Balancing Tech with the Human Touch
- 11:00 AM – 11:30 AMTea Break & Networking
- 11:30 AM – 12:45 PM[Panel Session] The Great Wealth Transfer: Engaging Next Generation Clients
Featured Speakers
Roundtable Speaker
Nicholas Nash
Co-Founder & Managing Partner
Asia Partners
Panel Speaker
Brook Supanusonti
Co-Founder and Partner
Asia Partners
Conrad Huber
Business Sector Head – Global Wealth Management APAC
UBS
Liangzi Chen
Principal
Blackstone Private Wealth
Panel Moderator
Professor Mandy Tham
Assoc. Professor of Finance; Academic Director, Business Families Institute & MSc in Wealth Mgmt
SMU Lee Kong Chian School of Business
Registration Fees
Days to Go
- Days0
- Hours0
- Minutes0
When
31 March 2026
9:30 am-1:00 pm
Viewing in Singapore TimeAdjust
Where
CPA Australia (Singapore Office)
One Raffles Place, #31-01
Singapore, 048616
Terms & Conditions
Note:
- This is an in-person event taking place in Singapore.
- Registration will only be confirmed upon receipt of full payment.
- If a registered participant is unable to attend, a replacement is welcome. A top-up may apply depending on the membership category of the replacing participant. No refund will be made.
- CFA Society Singapore reserves the right to:
- Cancel, postpone, or make any changes to the terms of the event at its sole discretion without giving any prior notice;
- Reject any unverifiable or invalid registrations.
- Please note that the venue may be subject to change depending on the number of registrations. Registered participants will be notified of any updates.
- By registering, you accept the terms of CFA Society Singapore, listed at https://cfasocietysingapore.org/data-protection-policy/.
- Photos will be taken during the event for use on CFA Society Singapore's website, social media, publicity, and other related purposes.
For further inquiries, please email executiveprog@cfasocietysingapore.org.
For all partner organisations and non-members of CFA Society Singapore: You will need to create a free CFA Institute account before registering. To do so, click ‘Register’ on this page and then select ‘Sign up now’ to set up your account.