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In November 2017, 12 experts from the wealth management industry met at the Fullerton Hotel, Singapore, for an exclusive STEP Journal roundtable discussion. The lively session focused on the specific nature and evolving needs of Asian high-net-worth entrepreneurs and their families, as well as challenges faced by fiduciary service providers doing business in the region.

Hosted by First Names Group, this event constituted the first time STEP Journal had held a roundtable in Asia. It also followed First Names Group’s 2016 roundtable in London on the intricacies of supporting high-growth entrepreneurs around the world.

Leading the discussion in Singapore were First Names Stuart Dowding, Karen O’Hanlon and Matt Haynes. They were joined by an impressive mix of senior practitioners from throughout the sector, including representatives from leading international advisory and financial institutions.

This month’s STEP Journal features a write-up of the insightful discussion, which can be viewed here:

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This article has been issued by First Names Management Limited on behalf of certain companies that form part of the First Names Group. The article has been prepared for general circulation to clients and intermediaries, and does not have regard to the particular circumstances or needs of any specific person who may read it. Nothing in this article constitutes legal, accounting or tax advice or investment advice.

The information contained in this article has been compiled by First Names Management Limited and/or its affiliates from sources believed to be reliable, but no representation or warranty, express or implied is made to its accuracy, completeness or correctness. All opinions and estimates contained in this report are judgements as of the date of publication, and are provided in good faith but without legal responsibility.

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