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PRIVATE WEALTH

ASSOCIATION

BUILDING THE PRIVATE WEALTH HUB OF ASIA

To promote Singapore as a private wealth hub, to represent Asia as

thought leaders of wealth management, and the place to network

with like-minded individuals, industry professionals and investors.

ABOUT PWA

www.pwealth.asia

PWA operates within a circle of trust, laying bricks upon the foundations of

reputation and professional conduct.

PWA is formed with one objective in mind: to build the private wealth hub of Asia

People

Knowledge Resources

HNWIs

FOs

Profes-sionals

Experts

Professional network

SINGAPORE AS WEALTH

HUB

Growing wealth of Asians, efficient business environment, tax regime, political stability

The World Economic Forum in 2014 ranked Singapore as

a close second after Switzerland as the most competitive

economy in the world.www.pwealth.asia

WHY A PRIVATE WEALTH

ASSOCIATION IN

SINGAPORE

• Reflecting a shift in the balance of global economic power from West to East, Singapore

and Hong Kong are now ranked as among the top wealth management centres globally.

• Singapore’s rise as the world's top wealth management centre is part of a competition

between distinct models of financial sector governance, political environment and

economic efficiency of traditional hubs like Switzerland, London versus emerging centres

like Singapore and Hong Kong.

www.pwealth.asia

Hong Kong has 5 active industry associations:

• Private Wealth Management Association (PWMA)

• Association for Private Bankers in Greater China

(APB)

• Association for Family Offices in Asia (AFO)

• Association of International Wealth Management

(AIWM)

• Asian Wealth Management Association (AWMA)

For The Industry, By the Industry

• Non-profit industry group supporting the growth of Singapore as a private wealth hub with strategic stakeholders in banking, legal, trust, tax and professional services

• Promote the interests of private investors, family offices and wealth community by advancing industry dialogue and shaping policies on regulations, risks, tax and business issues

• Provide a platform for business opportunities and social networking for its members and partners

Connecting to a world of PROFESSIONALS

and QUALIFIED INVESTORS

Expanding your BUSINESS

Shaping our MARKET PLACE

OUR MISSION AND

VISION

www.pwealth.asia

OUR FOCUS

In positioning Singapore as a private wealth hub and a safe

haven, the Private Wealth Association has four key focus areas:

Connecting anetwork of professionals and experts in private wealth

Working groups to champion business opportunities and challenges

Create a platform for HNWs and FOs to choose Singapore as the preferred wealth hub

Encourage more interaction and cooperation with business and social calendar

www.pwealth.asia

WHAT WE DO

PWA

Holding Structures

•Private Equity and Venture Capital

•Family Office

•Accredited & Institutional Investor Fund Manager Licence

•LLP, CLG in Singapore

•Private, Family and Charity Trusts

•Special Purpose Vehicles

Investments

•Futures, Commodities

•Asean and TPP Market Access

•Universal Life & Financing

•Passion Investing & Secured Storage

•Syndicated Financing & Crowd Funding

•Safe Haven and Asset Protection

Advocacy

•Education and Professional Accreditation

•Industry Consultation

•Promotion of Industry Best Practices

•Updates for Regulatory and Compliance trends

Power of Networking

•Business Workshops: Tax, Legal, Risks Social Events

•Investment Roadshows

•Joint Activities with Other Associations

•Connecting to China, India and Indonesia

www.pwealth.asia

OUR BOARD

www.pwealth.asia

Financial Services

Eric Chua, Cai JinXing

Terence Tan

Lucy Yow

Henning Swabey

Bill Chua

Teo Joo Howe

Professional Services

Stella Tan

Petrus Huang

Seah Li Yun

Julia Leong

Adrian Ng

Irene Lee

Kit Ow

Connie Leung

• Independent representation from

different private wealth industry

segments

• Strong leadership for working

groups

• Dedicated commitment from

Board and Committee members

to the Vision and Mission of

PWA

• Adopt open, transparent industry

engagement

• Adhere to Professional Code of

Conduct

OUR EXECUTIVE

COMMITTEES

www.pwealth.asia

WHY JOIN PWA

Strategic opportunities• Supply Chain Partnerships

• Integration Partnerships

• Technology Partnerships

• Financial Partnerships

• Market Access and Go-To-Market Partnership

Business opportunities• Open, transparent stage for crowd funding and

investments

• Match making of investors’ risk/return requirements with investments’ term sheet/track record

• PWA’s Assessment Panel for pre-qualification and use of watermark

Exclusive access to networking events

• With industry experts, family offices (FOs) and individuals who wish to expand their private wealth portfolios

Knowledge bank

• Access to high level topical discussions, programs and publications contributed by our members and leading people in the industry to address industry trends and areas of interests.

Members

www.pwealth.asia

MEMBER: WHAT’S IN IT

FOR YOU

Type / Benefits Premium / Corporate Individuals

Platinum Gold Regular Platinum Regular

No. of network members up to 10 up to 5 up to 2 1 1

Credit of Annual Fee for

Association’s activities and/or

corporate brand events

To be

advised

To be

advised

To be

advised

Nomination to Board & Working

Groups, subject to review and

suitability

✔ ✔ ✔

Listing on Professional Services

Directory (Printed/Website,

available in 2016)

✔ ✔ ✔

Invitation to member’s business

and social events ✔ ✔ ✔ ✔ ✔

Corporate branding at events,

publication, website ✔

www.pwealth.asia

EVENT CALENDAR

2015/2016

Check out our website for the latest update

Business events Social events

Aug Members’ Night & Wine Tasting: “Building

the Switzerland of Asia together”

Nov Launch of PWA’s website, www.pwealth.asia

Dec Members’ Night: Sake and Cocktails Night

Jan 2016 COO’s Working Luncheon Chairty Cruise Night for Children’s Society

Feb Capital Immigration, Singapore Workshop CNY Celebration Lunch

Mar FinTech 2.0 & Investments Workshop Champagne and Strawberry Night

Q2 Global Tax Codes & CRS Workshop Passive Investing Cocktail

Updates on MAS FinTech Grants Polo Club Lunch + Match

Range of Members’

activities & events

Breakfast meeting, luncheon, workshops,

roundtable

health, beauty, charity sports, fun activities

ASSOCIATION

INFORMATION

Administration & Secretariat

Office

Asia Harvest Group Ltd

#40-00 Ocean Financial Centre

Singapore 049315

Tel; +65 6808 6555

Email: contact@pwealth.asia

International Chapters

Hong Kong (Oct 2015)

China (Nov 2015)

England (Jan 2016)

Indonesia (Jan2016)

India

Registered as a non profit

organization under Singapore

Law & ACRA

Banker:

Overseas Chinese Banking

Corporation (OCBC)

Branch Code:

Account Number:

Alliance & Partnership

Singapore International

Chamber of Commerce (SICC)

China-Asean Business

Association (CABA)

Investment Management

Association of Singapore

(IMAS)

Legal Counsel

Drew & Napier LLC

Hong Kong

Association of Private Bankers

in Greater China (APB)

www.pwealth.asia