Citywire Independent Wealth Symposium 2025

We are delighted to announce that our Citywire Independent Wealth Symposium is moving to Bangkok!

Join us on 13 - 14 May at the Mandarin Oriental Bangkok, for an energetic symposium of ideas and innovation for the leading independent wealth firms across the region.

This is a 2 day symposium curated exclusively for Hong Kong / Singapore based independent wealth firms. The symposium will dive into the increasingly fascinating and rapidly evolving industry dynamics and growth prospects, therefore the attractiveness of investment outlook and strategy.

Who attends?

Citywire will gather the top 40 CIOs, heads of investment, key investment decision makers and fund selectors from independent wealth firms, such as single- & multi-family offices as well as IAMs/EAMs from Hong Kong and Singapore.

Why attend?

Delegates can look forward to 6 fund manager-led workshops, and plenty of powerful networking opportunities and discussions with peers and decision makers in the fund selection community.

As with all our retreats, attendance is by invitation only and you will be able to earn up to 8 hours of structured CPT.

Please note that flights and accommodation expenses will be fully sponsored for Citywire approved registrations.

If you would like to be considered for an invitation, please fill in the form and we will get back with more details upon confirmation.

We look forward to welcoming you in Bangkok.

James Erskine Headshot
James Erskine
Head of Asia, MEA and Investor Monitors
Citywire

Register

Register

Agenda

13 MAY

12:30 pm - 1:30 pm
Networking and Registration

1:30 pm - 1:40 pm
Welcome Remarks

1:40 pm - 2:35 pm
[Panel One] Navigating Market Dynamics: EAMs’ High-Conviction Insights in Traditional Investments

In a rapidly shifting global market, independent wealth firms face mounting pressure to deliver innovative and tailored solutions that meet their clients’ evolving needs. As clients begin reducing their cash positions, EAMs are facilitating this shift amid an uncertain macroeconomic environment and volatile geopolitical backdrop.

What are the current high-conviction views? Where are assets flowing, and what remain the top picks for clients? How have strategic asset allocations evolved, and what were some of the standout trades from last year? 

This panel will explore key investment trends, from the enduring appeal of income-focused strategies and opportunities in equities to the ongoing debate between active and passive approaches. The discussion will also examine how firms are embracing thematic investments and managing clients’ regional exposure across Asia.

Panellists:

  • Ann Cooley, Chief Executive Officer & Chief Investment Officer, Pacific Hawk Asset Management & Cooley Family Office
  • Joe Lin, Executive Director, Investments, Golden Equator Wealth
  • Rainer Michael Preiss, Partner & Portfolio Strategist, Das Family Office
  • Sunil Garg, Managing Director, CIO    Lighthouse Canton

2:35 pm - 5:05 pm
4x Fund Manager Workshop Rotations

5:05 pm - 6:30 pm
Free Time

6:30 pm - 7:00 pm
Drinks Reception

7:00 pm - 10:00 pm
Table Planned Dinner

 

14 MAY

8:00 am - 9:30 am
Breakfast at Leisure

9:30 am - 10:30 am
[Panel Two] Adapting to Private Market Evolution: Strategies for EAMs 

As private markets evolve, independent asset managers are adapting to clients’ increasing allocations and emerging trends, such as the rise of evergreen funds and the expansion of the private debt market.

This panel will explore the suite of private market and alternative offerings that External Asset Managers (EAMs) have developed to meet clients’ appetites, their success and how it has driven firm growth.

The session will also discuss how EAMs navigate challenges, including differentiating and tailoring their products, accessing top-tier managers, identifying opportunities within discretionary mandates, and leveraging technology platforms.

Panellists:

  • Alex Chow, Chief Investment Officer, Infinity Asset Management
  • Aleksey Mironenko, Global Head of Investment Solutions, Leo Wealth
  • Francis Liu, Senior Managing Partner, Global Head of Alternatives & ESG    Orient Wealth Advisors
  • Rebekah Woo, Managing Director, Private Markets and Funds    Farro Capital 

10:40 am - 11:50 am
2x Fund Manager Workshop Rotations

12:00 pm - 2:00 pm
Buffet Lunch

 

Workshops

Speakers - Panel Sessions

Speakers

Conversation Partners

Workshops

Speakers - Panel Session

Dr. Jon Wongswan

Managing Director, Head of Investment Solutions, Wealth Management Department, Kiatnakin Phatra Securities