About The
Partners
Forum
Date: 6 October 2026
Time: 8:30 AM to 6:00 PM
Venue: Grand Hyatt Singapore
The Partners Forum is a trusted gathering place for family office partners and advisors to come together, exchange knowledge, and gain fresh perspectives from globally respected thought leaders across industry and academia.
Designed as a dynamic platform for collaboration, the Forum offers participants the chance to engage in meaningful conversations, build strategic connections, and explore how family offices are shaping strategy, driving long-term growth, and creating impact in an evolving global landscape.
Who Should Attend: Private Bankers, Asset Managers, Family Office Professionals, Legal and Tax Advisors, Trustees, and Philanthropic Advisors.
Agenda
0830 – 0900 | Registration |
0900 – 0910 | Welcome Address |
0910 – 1000 | Keynote Fireside Chat: |
1000 – 1050 | Plenary 1: |
1050 – 1120 | BREAK |
1120 – 1210 | Plenary 2: |
1210 – 1330 | LUNCH |
1330 – 1530 | MASTERCLASS – ROTATION I |
Masterclass 1: | |
Masterclass 2: | |
Masterclass 3: | |
Masterclass 4: | |
Masterclass 5: | |
Masterclass 6: | |
1520 – 1530 | BREAK |
1530 – 1730 | MASTERCLASS – ROTATION II |
1730 onwards | Networking Reception |
Stay tuned for the latest updates.
Masterclasses
AI, Innovation and
Investment Implications
MASTERCLASS 1
China’s Deep Tech Rise: AI, Innovation and Investment Implications
China is rapidly advancing in AI and deep technology, reshaping innovation across industries. This masterclass explores how breakthroughs in areas such as large language models, robotics and digital infrastructure are driving China’s rise as a deep tech powerhouse and transforming its economic landscape. The session examines the global implications of this shift, including its impact on supply chains, competitive dynamics and capital flows, while highlighting key opportunities and risks for investors. Attendees will gain a concise, forward-looking perspective on how China’s deep tech evolution is unlocking new pathways to alpha in global portfolios.
Office Consultant Playbook
MASTERCLASS 2
THE NEXT-GENERATION FAMILY OFFICE CONSULTANT PLAYBOOK
Most client advisors enter this field with strong credentials and technical expertise, yet few are fully prepared for the realities of practice. They face conflicting priorities within the family setting, must build trust before securing a mandate, and need to know when to speak up and when to remain silent. This masterclass addresses these challenges through a practical and structured approach. It guides practitioners from self-awareness to client engagement, proposal writing, navigating family dynamics and long-term practice planning. Every session is based on a real case drawn from active practice, providing practical insights that can be applied immediately.
Integrating Structure,
Governance
and Daily Operations
MASTERCLASS 3
THE SFO OPERATING SYSTEM: INTEGRATING STRUCTURE, GOVERNANCE AND DAILY OPERATIONS
A successful Singapore family office is a complex ecosystem, not just a legal entity. It requires a robust operating system in which the tax and regulatory environment, the core governance and trust architecture, and the day-to-day operational realities are seamlessly integrated. This masterclass provides a blueprint for building such a system. It begins by navigating the latest Singapore regulatory and tax incentive updates alongside the evolving global landscape. Next, it explores the legal and governance core, demystifying Private Trust Companies (PTCs) and family charters. Finally, it delves into the day-to-day realities of a single family office, demonstrating how to translate complex advice into seamless execution, manage investments and keep the family engaged. Attendees will leave with practical insights and a structured approach to better integrating the structure, governance and operational functions of their family office.
Navigating Wealth, Values,
and Power
MASTERCLASS 4
FAMILY PHILANTHROPY: NAVIGATING WEALTH, VALUES, AND POWER
As Asian families commit increasing amounts of capital to philanthropy, the questions are no longer just about how to give, but who decides, what matters and why. Behind every philanthropic strategy lies a complex interplay of wealth, personal values and family dynamics, shaping decisions that are not always visible or openly discussed. These forces can align to create clarity and purpose or pull in very different directions. This masterclass moves beyond structures and frameworks to examine how these dynamics unfold in real family contexts, addressing differing generational perspectives on impact, tensions between legacy and evolving priorities, questions of control and voice, and the growing shift towards more strategic approaches to giving.
Navigating Concentration and Capturing Structural Growth
MASTERCLASS 5
CAPITAL FOR THE LONG TERM: NAVIGATING CONCENTRATION AND CAPTURING STRUCTURAL GROWTH
As family wealth transitions across generations and investment opportunities become increasingly concentrated in a small number of companies, sectors and geographies, families are re-examining how best to steward and grow their capital over the long term. At the same time, structural trends such as AI, digital transformation, demographic change and the energy transition are creating new opportunities and risks for investors. This masterclass explores how leading families are balancing preservation with growth, developing long-term investment conviction, and positioning capital to benefit from enduring structural trends while maintaining resilience across market cycles and generations. Participants will gain practical perspectives on navigating long-term structural change while building resilient investment portfolios.
Portfolio Construction
MASTERCLASS 6
AI AND THE FUTURE OF PORTFOLIO CONSTRUCTION
Artificial intelligence is reshaping portfolio construction and investment decision-making. This masterclass explores how AI is transforming asset allocation, risk management, alternative data analysis and market intelligence, enabling investors to process vast amounts of information, identify patterns and build more adaptive and resilient portfolios in an increasingly complex environment.
Participants will learn how AI can be applied across the investment process, from supporting the design of portfolio construction frameworks and stress-testing assumptions to evaluating investment decisions and uncovering new investment opportunities and sources of return, while maintaining appropriate human judgement, governance and long-term stewardship. The session will also address the associated risks and governance considerations.
Dialogue with Experts
Foo Mee Har
Chief Executive Officer, WMI
Ms Foo Mee Har is the CEO of the Wealth Management Institute (WMI) as well as a member of WMI’s Board of Trustees. Founded by GIC and Temasek, WMI is Asia’s Centre of Excellence for wealth and asset management education and research. Under Ms Foo’s leadership, WMI has grown into a leading education institute with over 17,000 enrolments annually. It serves a diverse community of professionals across Asia—including wealth and asset managers, lawyers, trust professionals, family offices, and financial regulators. WMI helms the Global-Asia Family Office Circle, a network platform that fosters a trusted environment to build capabilities and community in the family office sector. The GFO Circle is supported by the Singapore Economic Development Board (EDB) and the Monetary Authority of Singapore (MAS). WMI is also host of the Asia Centre for Changemakers, supported by Temasek Trust and the Philanthropy Asia Alliance.
Ms Foo served as a Member of Parliament in Singapore from 2011 to 2026. She held key appointments, including Chairman of the Public Accounts Committee and the Estimates Committee—select committees of the Singapore Parliament. She also served as Vice-Chairman of the Government Parliamentary Committee for Finance and Trade & Industry, and as a member of the Government Parliamentary Committees for Education and Manpower.
Ms Foo started her career in management consulting. Her private sector experience includes a two-decade stint with Standard Chartered Bank, during which she held a number of senior positions including Global Head for Priority Banking & International Banking covering 30 markets in Asia, Middle East and Africa; President & CEO of Standard Chartered Bank Thailand; as well as Country Head of Consumer Banking China. She brings over 30 years of experience in both the private and public sectors, including leading a diverse portfolio of international businesses.
Ms Foo graduated with a Bachelor of Science (First Class Honours) degree from the University of New South Wales, Australia, with a major in Occupational Psychology. She has attended executive management programmes at the London Business School, Templeton College (Oxford University), and INSEAD.
She is married with 2 sons, has lived and worked in several countries including Singapore, Malaysia, Australia, China, and Thailand.
Ray Dalio
Founder & Mentor, Bridgewater Associates and Dalio Family Office
A global macro investor for more than 50 years, Ray Dalio founded Bridgewater Associates out of his two-bedroom apartment in NYC and ran it for most of its 47 years, building it into the largest hedge fund in the world and the fifth most important private company in the US according to Fortune Magazine.
His investment innovations (e.g., risk parity, alpha overlay, and All Weather) changed the way global institutions approach investing, and he has received several lifetime achievement awards. Over the decades he has been a valued macroeconomic advisor to many policy makers around the world. Because of the impact his thinking has had on global macroeconomic policies, he was named by TIME magazine as one of the “100 Most Influential People in the World.” Today, Ray remains an investor and mentor at Bridgewater and serves on its board. He is also the #1 New York Times bestselling author of Principles: Life and Work, Principles for Dealing with the Changing World Order, and Principles for Navigating Big Debt Crises.
Ray graduated with a BS in Finance from C.W. Post College in 1971 and earned an MBA degree from Harvard Business School in 1973. He has been married to his wife, Barbara, for more than 40 years and has three grown sons and five grandchildren. He is an active philanthropist with special interests in ocean exploration and helping to rectify the absence of equal opportunity in education, healthcare, and finance.
Alexa
Nguyen-Tang
Director of Philanthropy, The Tang Foundation
Alexa oversees the education arm of her family business, which operates K–12 international schools across Southeast Asia. She previously worked in impact management at an impact fund in Canada, where she partnered with government agencies and ecosystem builders to deliver impact measurement education to funders nationwide. She is also becoming increasingly involved in her family foundation, helping to shape the strategy for the family’s giving in Singapore. Alexa is currently pursuing a Master of Science in Nonprofit Management at Columbia University and the CFA designation, bringing together her interests in education, philanthropy, impact investing, and long-term social change.
Dr. Anser Aftab
Principal Program Director,
WMI
Dr. Anser Aftab, Lead Faculty for Dalio Market Principles Online (DMPO) brings a rare combination of deep academic expertise and real-world investment experience, making him uniquely positioned to guide participants through Ray Dalio’s investment framework.
He holds a PhD and MPhil from the University of Cambridge, where he graduated with Distinction and set records for academic excellence. His career spans high-impact investment research and macroeconomic strategy, including a senior leadership role at Bridgewater Associates, the world’s largest hedge fund managing ~$160 billion in institutional assets.
At Bridgewater, Dr. Aftab led Political Economy & Policy Research, delivering key insights to Chief Investment Officers (CIOs) on fiscal policy, monetary trends, global trade, and geopolitical risks. His expertise also extends to machine learning applications in investing, debt crises analysis, and global currency strategies. He has directly contributed to Ray Dalio’s book, Principles for Navigating Big Debt Crises (2018). His academic rigor and investment acumen will be instrumental in helping you navigate Dalio’s principles and apply them effectively in real-world market dynamics.
Asher Noor
Founder, Odyssey SFO
Anuj Kagalwala
Partner,
PwC Singapore
Anuj is a Financial Services Tax Partner at PwC Singapore, and a member of the Singapore Institute of Accredited Tax Professionals. He is also the Family Office Leader for PwC Singapore. He is actively involved in discussing family office, asset management and wealth management issues with industry players, industry associations and has a close working relationship with the relevant authorities.
Anuj supports actively on policy matters affecting the family offices, asset, and wealth management industry in Singapore. He has provided extensive advice to family offices, fund management players and financial institutions on various areas including the set-up of family offices, obtaining Section 13 tax incentives, VCCs and other fund structures. Anuj’s key family office clients include families from Singapore, Indonesia, Malaysia, US, Europe, Hong Kong and India. His clients in the wider asset management sector include regional as well as global fund managers focusing on private equity, real estate, infrastructure and liquid trading strategies. Anuj enjoys public speaking and is commonly seen speaking at events given his active involvement in the sector.
Carmen Jimenez-Ong
Founder & CEO, Menarco Development
Carmen Jimenez-Ong is the Founder and CEO of Menarco Development, and a leading voice in human-centered design and development in Southeast Asia.
Over the past decade, she has been quietly reshaping how we think about buildings. Beyond physical structures, buildings are ecosystems that directly impact how people live, work, and thrive. Her flagship project, Menarco Tower, is widely regarded as one of the healthiest buildings in the region, setting new standards for wellness and performance in the workplace.
Today, she is expanding this vision into residential communities through Menarco Healthy Homes, focusing on multigenerational living, prevention-based health, and long-term value creation.
Beyond real estate, Carmen champions Filipino contemporary art through the Menarco Vertical Museum, opening doors for international curators who visit Manila and expanding global recognition and acquisitions of Filipino artists.
Her work sits at the intersection of enterprise, stewardship, and purpose; making her a powerful voice in conversations about how we move from traditional philanthropy toward systems that truly enable human flourishing
Prof Chen Jin
Professor, School of Economics and Management, Director, Research Center for Technological Innovation, Apple Inc. Chair Professor, Tsinghua University
Prof. Chen Jin is a Changjiang Distinguished Professor and Apple Inc. Chair Professor at Tsinghua University’s School of Economics and Management, where he directs the Research Center for Technological Innovation. He holds a Bachelor’s degree in Chemical Process Control and a Ph.D. in Management Engineering, both from Zhejiang University. Prof. Chen has held various academic and administrative positions, including Vice Chairman of Chinese Management Science Society. His research focuses on the management of technological innovation, holistic, user and people-centered innovation. Prof. Chen has been a visiting scholar at MIT Sloan School of Management and a visiting fellow at Sussex University. He has received numerous accolades, including the Thinker50 in 2021 and 2023. Prof. Chen is an active member of several academic committees and editorial boards, including the editor of International Journal of Innovation Studies, International Journal of Innovation and Technology Management, and AI & Innovation, contributing significantly to the fields of innovation studies. He has published over 600 articles in various prestigious journals and conference proceedings.
Dawn Tan
Director, Asia Centre for Changemakers, WMI
Dawn Tan heads the Asia Centre for Changemakers, which aims to build capacity and grow a strong pipeline of active and informed changemakers with a focus on Asia, to deploy their resources, skills and passion for a better tomorrow.
ACC sits within the Wealth Management Institute, Asia’s Centre of Excellence for wealth and asset management education and research. It is supported by Temasek Trust and the Philanthropy Asia Alliance.
Dawn brings to the team years of experience in the nonprofit sector. In her previous role as head of Credit Suisse APAC’s Philanthropy Advisory, she journeyed alongside individuals, families and corporates in their philanthropic aspirations, providing guidance on how they can achieve their goals and long-term plans for social impact.
She was also Deputy CEO of SymAsia Foundation, an umbrella philanthropic foundation set up by Credit Suisse that provided a donor-advised fund structure for clients. Through SymAsia, the team supported billionaire and ultra-high-net-worth business families and corporations across APAC in running their charitable foundations, enabling them to do good in a hassle-free, structured and sustainable manner.
Dawn’s track record in philanthropy includes years in program development at Temasek Foundation and fundraising at the National University of Singapore (NUS). Notable projects include launching a nationwide health screening program for seniors and an APAC-wide social entrepreneurship competition.
Dawn started her career in journalism, and has more than 15 years of editorial and publishing experience. She has lived and worked in multiple countries, including Singapore, Qatar, Malaysia and Canada.
Edoardo Collevecchio
Managing Director, Oppenheimer Generations Asia
Edoardo joined Oppenheimer Generations, a South African single-family office, as Chief of Staff in 2016. In this role, he led the establishment of family office operations globally following the family’s sale of De Beers.
He relocated to Singapore in 2021, and now oversees Oppenheimer Generations’ presence in Asia, representing the family office’s broader interests in the region as well as managing the Asian portfolio, with a focus on early and growth-stage investments. Edoardo previously held roles at Barclays Bank in London and New York, working directly for the bank’s Group CEO. He holds a BA in International Studies from Warwick University, an MSc in Foreign Service from Georgetown University, and an MBA at the Chicago Booth School of Business.
Since his move to Singapore, Edoardo has been active within the local family office ecosystem. Amongst other responsibilities, he is part of the teaching faculty for the Wealth Management Institute (WMI), as well as a member of its Family Office Circle.
Outside of work Edoardo is a passionate foodie, serving on the board of a family office joint venture with South African Michelin-starred chef Jan Hendrik.
Eileen Yeo
CEO, Morningon Services
Eileen is the CEO of Mornington Services Pte Ltd, a Single Family Office based in Singapore. Since 1999, the Family Office is focused principally on providing oversight for investments and comprehensive wealth management services for the family. Prior to joining the Family Office, Eileen had a multi-discipline career, spending 16 years in investment banking across Asia with Goldman Sachs, UBS and DBS and 5 years as CEO for Marionnuad France, the selective luxury retail business in France with CK Hutchison Group. Currently, she also serves as independent director of Kerry Express Thailand PLC, a listed Thai company and independent director of the Singapore Eye Research Institute of SingHealth in Singapore.
Dr Elaine Kim
CEO & Co-Founder, Trehaus
Dr. Elaine Kim is a medical doctor, educator, entrepreneur, and Co-Founder & CEO of Trehaus, a mission-driven early education company. Trehaus operates premium preschools and developed Little Lab, an AI-powered platform that enables schools and educators worldwide to adopt the proprietary Trehaus Method as well scale early years teacher training, bridging the gap in education inequality by making childhood education accessible to children regardless of background, including in developing countries and low-income communities . A strong advocate for technology and AI for good, Elaine focuses on improving teaching quality, personalizing learning, and using tech and AI to empower educators not replace them. She also started the Bridge the Gap Project, a foundation that provides needs-based grant funding to local non-profit organisations and charities doing good work around the world to further childhood education and development. Prior to Trehaus, she spent over a decade in palliative care and served as a consultant with Singapore’s Ministry of Health. She was also the founding CEO of CRIB. Elaine is a World Economic Forum Young Global Leader, philanthropist, and mother of four.
Elaine Teo
Managing Partner, Apricot Capital
Elaine became part of Super Group Ltd in 1999 and helmed the Group’s branding, marketing and product development. Her extensive experience in these fields has given her the edge and expertise to heighten the Group’s market expansion in the region.
She spearheaded the rebranding exercise for the Company and played a pivotal role in building and establishing a stronger and more appealing brand for Super Group. This initiative injected the Super brand with the right brand and marketing strategies that resonate and appeal to today’s consumers. This has not only strengthened the group’s brand presence in key markets, but has also provided the platform to launch and penetrate into new markets for growth opportunities.
Elaine is now a Managing Partner in Apricot Capital, responsible for financial planning, strategic fund deployment and management of the Company’s investment portfolios.
Hampton Tao
Investment Manager, New Heritage Investments
Hampton serves as Investment Manager of Special Projects at New Heritage Investments Limited. He is also the Founder of Totemic Families, a media and events platform dedicated to conversations on building and stewarding Asian family wealth and legacy. Through Totemic Families, he has built a growing community around the family enterprise ecosystem, developing a weekly newsletter and launching a monthly podcast featuring principals, rising-generation family members, and professionals from single-family offices and multi-generational family businesses. A third-generation member of a single-family office, Hampton has been actively involved in digital asset investing, leading asset allocation strategy, evaluating opportunities, and deploying capital across a diversified portfolio of cryptocurrency investments. Previously, Hampton served as an Associate at Creative Ventures, an early-stage deep tech venture capital firm, where his investment activities focused on the digital healthcare sector. He also worked as a Management Trainee at Ztore, an online grocery e-commerce company based in Hong Kong, where he assisted in fundraising and business development. Hampton has undertaken internships in Singapore and Hong Kong with an early-stage venture capital fund and a publicly listed semiconductor equipment company, respectively. Hampton holds a Bachelor’s and Master’s Degree in Manufacturing Engineering from the University of Cambridge.
Mark Cheng
Founder, Li Cheng Capital
Mark Cheng is a principal of Li Cheng Capital, a Hong Kong-based family office focused on long-term investing, impact-driven capital deployment, and philanthropy. He works across the family’s investment and philanthropic activities, with a particular interest in how private capital can be mobilised to address complex social and environmental challenges while generating sustainable long-term value.
Through Li Cheng Philanthropy, Mark supports initiatives spanning education, healthcare, community development, and other areas that contribute to positive societal outcomes. He is especially interested in fostering collaboration between family offices, entrepreneurs, investors, and philanthropic organisations to accelerate meaningful impact at scale.
As a next-generation leader, Mark brings a practical perspective on balancing financial stewardship with purpose-driven decision-making. His work reflects a commitment to responsible capital allocation, intergenerational leadership, and building resilient institutions that can create lasting value for both communities and future generations.
James Cheo
Managing Director, CIO, Southern Asia and Australia, UBS
James Cheo is the Managing Director and Chief Investment Officer for Southern Asia and Australia, Global Wealth Management at UBS.
Prior to UBS, James was Chief Investment Officer at HSBC, where he built the CIO function from the ground up into an award-winning investment research platform, culminating in the team being recognised as Euromoney’s Best in Investment Research for Singapore for two consective years in 2024 and 2026.
Earlier in his career, he held Senior Investment Strategist roles at Bank of Singapore and Barclays Wealth Asia. He bagan his career at the Monetary Authroity of Singapore as a Senior Economist, where he contributed to policy formulation during the 2008 Global FInancial Crisis.
With his knowledge and wealth of experience, his investment views are frequently sought after. He has established a strong media profile, with appearances on notable financial media including Bloomberg, CNBC, Channel News Asia, CHannel 8 Mandarin News; and printed publications such as the Financial Times, Straits Time, Business Times. His perspectives are widely followed and he has been recognised as a Top Voice on Linkedin in Singapore and globally in financial markets.
James graduated with First Class Honours in Finance from Nayang Technological University. He was awarded the Chartered Financial Analyst charter in 2007.
Kathryn Dioth
CEO, Hinrich Foundation
Kathryn Dioth is the CEO of the Hinrich Family Office and the Hinrich Foundation. The Hinrich Family Office is based in Singapore to support the family of Merle A. Hinrich, who was the founder and executive chairman of NASDAQ-listed Global Sources Ltd until its sale to Blackstone in 2017.
The Hinrich Foundation is an Asia-based philanthropic organization that works to advance mutually beneficial and sustainable global trade. The Foundation supports original research and education programs that build understanding and leadership in global trade.
Kathryn joined the family office in 2011. As CEO, she leads its investment and operational management functions as well as the program management of the Foundation. She led the relocation of the family office to Singapore and the expansion of the foundation’s philanthropy programs.
Prior to joining the Foundation, Kathryn spent 20 years in the financial services industry in Australia and Asia with global organisations. She holds bachelor’s degrees in law and economics from the University of Queensland. She is also a Fellow of FINSIA (the Financial Services Institute of Australasia), a graduate of the Australian Institute of Company Directors and a Trust and Estate Practitioner (TEP).
Lee Woon Shiu
Group Head of Wealth Planning, Family Office and Insurance Solutions, DBS Private Bank
Lee Woon Shiu is Managing Director and Group Head of Wealth Planning, Family Office and Insurance Solutions in DBS Bank. Previously, he was Managing Director and Head of Wealth Planning Trust & Insurance with Bank of Singapore and its predecessor ING Asia Private Bank for close to 15 years since 2004. He started his banking career with Merrill Lynch in 2000 after working as a cross border Mergers & Acquisitions and Capital Markets lawyer in Freshfields Drew & Napier and Coudert Brothers.
Woon Shiu has had a successful track record of leading and transforming wealth planning teams in delivering innovative estate & succession planning and insurance solutions to high net worth families globally for over two decades, with specific expertise in driving significant growth and building award-wining and sustainable wealth planning and life insurance businesses across developed, emerging as well as nascent markets in Asia-Pacific and the Middle East, winning accolades for Best Bank of Wealth Transfer/Succession Planning and Family Offices along the way. Woon Shiu has also been cited as a Top Gun in family offices advising billionaires in recognition of his expertise in advising multi-generations of ultra-high networth families in the region on the establishment and implementation of their family governance and philanthropy strategies.
He is concurrently serving as Board Member of DBS Trustee Limited and DBS Foundation where he spearheads the efforts in driving venture philanthropy strategies among high networth and affluent segments at DBS Bank, and also as an Adjunct Associate Professor at the Nanyang Technological University’s Wealth Management Institute where he lectures private bankers, lawyers as well as trust and insurance practitioners and also serves as expert panel member for Wealth Planning & Family Offices. In recognition of his efforts and contribution, Woon Shiu was awarded the Most Innovative Teaching Award by the Nanyang Technological University. He has also lectured at universities in China and his views as a leader in the field of family offices wealth structuring and life insurance solutions are regularly featured in international media and at global and regional conferences where he is a frequent speaker.
Woon Shiu graduated with a Bachelor of Laws (Honours) 2nd Upper Division from the National University of Singapore where he was a Law Society of Singapore Book Prize Winner. He is an Advocate & Solicitor of Singapore, a Solicitor of England & Wales and an accredited Trust & Estate Practitioner.
Matthew Norman
Chief Investment Officer, Kenjiro Private Office
Over the last two decades, Matthew has created and restructured several single family offices, led generational wealth handovers, and managed significant assets for UHNW families from across the world. His work has ranged from founding a private equity investing club and originating commodity financing opportunities, to restructuring global wealth planning, steering charities, purchasing a pub, producing a West End play, and selling significant Old Master paintings.
Whilst committed full‑time to running the affairs of an UHNW Japanese family, Matthew also advises, as a retained non‑executive, several connected families. It is in this family board activity that his experience truly flourishes.
He is regularly engaged as an international speaker on inter‑generational family management and family office leadership, with appearances at in Singapore, Mexico, Switzerland and Hong Kong.
Pauline Khoo
Wealth Structuring Manager, Mishcon de Reya
Pauline Khoo is a Wealth Structuring Manager in the Singapore office.
Pauline has over 25 years of experience advising ultra-high net worth individuals, family offices, trustees, and beneficiaries in the Asia region in relation to succession and estate planning.
Pauline regularly advises ultra-high net worth families on bespoke trust solutions, including Private Trust Companies and protector committees to preserve family harmony and ensure proper succession plans are put in place for their wealth and businesses.
Pauline is specialised in wealth structuring strategies and solutions which ensure that her clients’ wealth and family businesses will benefit their chosen beneficiaries and nurture family harmony. She also has deep experience in corporate restructuring and in putting in place systems to empower families to preserve, grow and sustain their legacy across generations.
Pauline is a Chartered Trustee of the Singapore Trustee Association; a senior member of the Global-Asia Family Office Circle; and a member of the Society of Trust and Estate Practitioners (STEP); the Institute of Chartered Secretaries and Administrators; and the Family Firm Institute (business advisory and family advisory). She is a native English and Mandarin speaker.
Roxanne Davis
Founder & Chief Executive Officer, Proprietary Capital Holdings
Roxanne Davies is the Founder and Chief Executive Officer of Proprietary Capital Holdings, a Singapore-licensed fund management company anchored by two large European families, one of the city-state’s earlier Variable Capital Companies, holding GP/LP partnerships in specialist asset managers.
Her career began at one of the earliest multi-billion-dollar global family offices; Louis Bacon then hired her into Moore Capital Management for special research. At HSBC Republic she was Head of Private Equity and Deputy Director, Hedge Fund Advisory Group; at Union Bancaire Privée, Chairman Edgar de Picciotto appointed her Member of Management, one of two women holding the distinction. Donald B. Marron, Chairman and CEO of PaineWebber, engaged her for nearly a decade to manage his family office and PaineWebber Trust hedge fund portfolios; her style and risk attribution model was later researched by the Centre for Hedge Fund Research at Professor Narayan Naik’s invitation. In 2011 she moved to Singapore to lead a European family’s controlling interest in a listed financial services company through restructuring and exit.
Across three decades investing for private families on four continents, she provided day-one and seed capital to managers including Pershing Square, Two Sigma, BlueCrest, TCI, CQS and Capula. Her positioning through cycles is a matter of record: short rouble, long Deutschmark ahead of the 1998 Russian default; hedging portfolios into 2008 and withdrawing cash from Lehman Brothers; reallocating to private equity and venture after 2008, then specialty finance by 2018; a contrarian call on Chinese and Korean equities in 2024. Medium-term macro positioning remains the design principle of her portfolios.
She serves on private company boards and family office investment committees in the US, Europe and the Middle East; speaks regularly at the Milken Institute, SALT and Campden Wealth; and holds an Executive MBA from HEC-University of Geneva, in collaboration with Wharton
Tommy Teo
Managing Director & Head of Southeast Asia, Cercano Management
Tommy serves on the Venture Capital team at Cercano and leads the Southeast Asia investment team based in Singapore. Prior to Cercano, Tommy was an Executive Director with Northstar where he focused on growth and technology opportunities in Southeast Asia. Previously, Tommy was an investment banker with Citigroup in Singapore, and with Perella Weinberg Partners and Bear, Stearns & Co. Inc. in New York. Tommy was also an analyst at hedge fund sponsor Capital Z Asset Management. Tommy received his BBA from the Ross School of Business at the University of Michigan.
Fees
| Partners Forum | Fees before Subsidy (including GST) |
Fees after Subsidy (including GST) |
|
|---|---|---|---|
| Singaporean Aged Below 40 / Permanent Residents (30% IBF-FTS Funding) |
Singaporeans Aged Above 40 (70% IBF-FTS Funding) |
||
| Early Bird Rates (15th July – 15th August 2026) |
$1,350.00 | $1,047.25 | $643.58 |
| Regular Rates | $1,500.00 | $1,197.25 | $793.58 |
| GFO Circle Member Rates |
$1,350.00 | $1,047.25 | $643.58 |
| Group Rates (Min. 5 Tickets) |
$1,200.00 | $897.25 | $493.58 |
- The Summit Masterclasses are pending accreditation by the Institute of Banking and Finance (IBF) under the IBF Financial Training Scheme (IBF-FTS). IBF-FTS funding support is only available for Company-Sponsored individuals who are:
- Singapore Citizens or Singapore Permanent Residents
- From Singapore-based Financial Institutions regulated by the Monetary Authority of Singapore (MAS) or Fintech Firms certified by the Singapore Fintech Association (SFA). Click here for more information on funding and its eligibility criteria
- Fees before subsidy is application for self-sponsored individuals and non-Singaporeans/Permanent Residents.
- CPD Hours: 4 CPD hours (Pending IBF Accreditation)
- For corporate registration (minimum of 5 tickets) or further enquiries, please reach out to us at gfocircle@wmi.edu.sg
What to Expect

A distinguished gathering of visionaries, featuring family office principals, sovereign wealth fund strategists, world-class investors, and foremost domain experts.

Discover what truly drives global family offices right now, with direct insights into their current priorities and long-term blueprints.

Build meaningful relationships within an exclusive, invitation-only community of leading family offices and business owners, fostering collaborative growth and trusted relationships.

Connect with a multi-disciplinary network of experts across the wealth spectrum—including family offices, private banking, asset management, trust advisory, tax, legal, estate planning, and philanthropic advisory

Eligible for up to 70 % IBF-FTS funding and CPD hours*













































