Navigating the Regulatory Landscape for Wealth Management Across Switzerland, Singapore and Hong Kong

Date & Time

20 September 2018 | 3:00 pm - 6:00 pm

Location

Baker McKenzie Zurich
Holbeinstrasse 30
8008 Zurich
Switzerland
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More than half of the total private offshore wealth is managed out of Switzerland, Hong Kong and Singapore. While Switzerland remains the world’s No. 1 wealth management hub with $2.3 trillion in assets, Singapore and Hong Kong will attract wealth from abroad at more than twice the pace of Switzerland over the next years as Asia’s economies expand further, Boston Consulting Group predicts. In order to create scale and allow for a uniform client experience, it is of critical importance to develop and maintain platforms, processes and documentation that are aligned and suitable to serve clients out of all three hubs.

In this seminar we aim at helping you navigate the most important legal and regulatory themes, understand the communalities between Switzerland, Hong Kong and Singapore and some of the peculiarities that require local adjustments.

We provide both an update on the status and recent developments in the areas of AML, Suitability, Revenue Disclosure, Technology/Data Protection and Enforcement in these three jurisdiction and help you set a baseline for your Business.