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WEBINAR: Investments from a Trustee Perspective - Magicians’ Tricks Revealed (15 July 2020)
Wednesday 15 July 2020, 12:00 - 13:00

About this Webinar

In Quarter 1 2020 we experienced a significant market correction, ending an 11 year bull run in equities. With unprecedented market conditions set to continue, we take this opportunity to consider investments from a trustee perspective.

Trustees have a fiduciary responsibility to protect the interests of the beneficiaries. How can trustees balance this duty with navigating the complex world of investments?

Risk profiling: Whose risk appetite should trustees be assessing; settlor’s? beneficiaries’? What if there are different generations? How to consider investment time horizon?

For preservation and prudent growth, what type of investments could be considered and when? What should trustees consider when assessing an investment idea? Is now an appropriate time to make changes to longer term investment strategies?

Behind the magic curtain; a rare insight for trustees into fees charged by private banks.

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.

12.00 – 12.05pm

Opening Remarks by Chairperson

Ms Goh Seow Chee - Managing Director, Aequitas Advisory Pte Ltd

 

12.05 – 12.50pm

Investments from a Trustee Perspective - Magicians’ Tricks Revealed

Ms Elizabeth Hart - Managing Director, Wealth Management Alliance Pte Ltd

12.50 – 1:00pm

Q&A Session

 

About the Speaker: 

Rotbart

 

Ms Elizabeth Hart - Managing Director, Wealth Management Alliance Pte Ltd

Elizabeth has dedicated her entire career, of over 30 years, to advising private clients, offering a highly personalised wealth management service and providing holistic advice on wealth preservation and legacy planning.
Elizabeth is currently Managing Director of Wealth Management Alliance Pte Ltd, a multi-family office which provides independent investment services to fully align to clients and an incubator single family office.
Elizabeth is also the CEO & Founder of Legacy Wealth Advisors Pte Ltd which provides independent directorships and advisors to families to support their succession planning and consulting services to wealth management & trust businesses.
Previously, Elizabeth was Managing Director at LGT Bank (Singapore) Ltd for 2 years, Managing Director and Head of South East Asia, Rothschild Wealth Management and Director, Rothschild Trust for 12 years. Elizabeth has been covering Asia for over 20 years. The industry awarded Elizabeth Banker of the Year in 2000.

About the Chairperson: 

Armin

 

Ms Goh Seow Chee - Managing Director, Aequitas Advisory Pte Ltd

Seow Chee has spent more than 20 years in the tax and financial services industry specialising in tax investigation, trust and family succession planning. Her expertise centres on advising families on their succession planning, philanthropic effort and sustainable investing. She is adept in formulating their family offices and governance processes. In the most recent years, Seow Chee has been sharpening her focus on the family office space, supporting Singapore and international clients.

Registration  Fees

Membership Type

Fees

Members of STEP 

$30

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)

S$60

Others

S$80

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

TERMS & CONDITIONS

  1. Registrations will be confirmed upon receipt of full payment accompanied by a duly completed registration form.
  2. We reserve the right to refuse to register or admit any participant, and to cancel or postpone the webinar.
  3. Equivalent substitute delegates are welcomed, subject to the Organisers being notified at least 2 working days before the webinar of the substitute delegate.
  4. We will not entertain any request for a refund of fees. However, a confirmed registrant who has paid in full the webinar fees but does not attend to the webinar will be entitled to a set of the materials provided, if any.
  5. I fully consent to the collection, use and disclosure of my personal data as appears in the online form, document or electronic template, by STEP (Singapore Branch) for the purposes set out in our Personal Data Policy.[CLICK HERE TO READ OUR PERSONAL DATA POLICY]
$80.00$80.00
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