The Private Wealth Association (PWA) aims to promote Singapore as the private wealth hub of Asia by providing a network for professionals in the industry, advocating for the sector, and hosting events and workshops. PWA connects individuals, family offices, and professionals through social and business events while working to shape policies and business opportunities in Singapore. The association is run by an executive committee and board of directors representing different segments of the private wealth industry.

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PRIVATE WEALTH
ASSOCIATION
BUILDING THE PRIVATE WEALTH HUB OF ASIA

2. 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
KnowledgeResources
HNWIs
FOs
Profes-
sionals
Expert
s
Professional
network

3. 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

4. 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)

5. 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

6. OUR FOCUS
In positioning Singapore as a private wealth hub and a safe
haven, the Private Wealth Association has four key focus areas:
Connecting a
network 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

7. 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

8. 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

9. OUR EXECUTIVE
COMMITTEES
www.pwealth.asia

10. 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

11. 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

12. 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

13. 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