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WEBINAR: Precious Metals as Part of Private Wealth and Succession Planning (18 June 2020)
Thursday 18 June 2020, 15:00 - 16:00

About this Webinar

This webinar will address the following:

  • A brief introduction to the world of physical precious metals
  • The importance of gold in an investment portfolio
  • Current trends in the global economy
  • The role of precious metals in succession planning and wealth preservation / wealth planning
  • The importance of holding this asset class (both regularly and under a trust) for families and individuals
  • Holding bullion under a trust
  • How is holding precious metals (as a tangible asset) different than holding other trust assets
  • How to invest in a professional manner – the risks included, the proper process including custody and confirmation of authenticity
  • Trustees' duties and responsibilities when dealing with these asset classes

Webinar Programme

Webinar participants will be able to watch and listen to (via computer audio, recommended for security reasons, or telephone line) the video presentation and Q&A discussion on their screens, as well as participate in the Q&A discussion by sending in your questions to the moderator via text using the built-in Q&A function.

3.00 – 3.05pm

Opening Remarks by Chairperson

Mr Lionel Choi - Managing Director, LGT Bank (Singapore) Ltd


3.05 – 3.50pm

Precious Metals as Part of Private Wealth and Succession Planning

Mr Joshua Rotbart - Managing Partner, J. Rotbart & Co.

3.50 – 4:00pm

Q&A Session


About the Speaker: 



Mr Joshua Rotbart - Managing Partner, J. Rotbart & Co.

Joshua is the founder and managing partner of J. Rotbart & Co., a family owned bullion house providing solutions for high net worth individuals and families, asset management firms and private banks wishing to procure, store and transport physical precious metals and other tangible assets worldwide.
Joshua and his team have traded, transported and managed bullion worth over USD 1 billion.Joshua is highly respected in the bullion industry and is a world renowned expert on precious metals. His interviews have appeared in financial dia such as, Bloomberg, MSNBC, The Wall Street Journal and Financial Times. Joshua provides regular commentary to the South China Morning Post, Finews.Asia,Reuters and more.
J. Rotbart & Co. under Joshua’s leadership is now operating offices in Singapore, Hong Kong and Manila.

About the Chairperson: 



Mr Lionel Choi - Managing Director, LGT Bank (Singapore) Ltd

Lionel Choi is Managing Director with the Wealth Planning team of LGT Asia, responsible for assisting clients on all aspects of succession planning as well as residency relocation needs of clients.

Registration  Fees

Membership Type


Members of STEP 


Chartered Institute for Securities and Investment (CISI) Singapore, CFA Singapore, CPA Australia, CPA Singapore/ISCA, Chartered Secretaries Institute of Singapore (CSIS), 

International Fiscal Association (IFA), Law Society of Singapore, Singapore Corporate Counsel Association (SCCA),

Singapore Chartered Tax Professionals (SCTP), Singapore Trustees Association (STA)





Location :Zoom Webinar Platform
Contact :Email: This email address is being protected from spambots. You need JavaScript enabled to view it.; Tel: +65-65512784
Registrations are now closed

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