Outline of the Talk

HWN clients often have a background that is different from the ‘average’ client, yet their hopes, dreams and aspirations are not so different as to call for dramatically different solutions. Advising the HNW client one would do well to remember that superior investment performance is often not the key driver in initiating a relationship – after all, most of them already enjoy significant returns in their own businesses.

This talk focuses on an often overlooked concept for financial advisers, both in the HWN and retail environments – investments are a form of diversification and is often meant to last more than one generation. The HNW investor has rarely become HNW through pure investment activities and there is generally an operating business underlying the family’s wealth. To advise the HNW investor one needs to understand where the wealth has come from and where it may be going – what needs preserving and what will create a legacy for future generations.

Increasingly volatile investment markets calls for both a long-term view to wealth preservation and growth, often a view well beyond our own time. Strategic Legacy Creation deals with that part of the client’s assets that are earmarked for the next generation or philanthropic causes and we suggest this will represent a key area of growth in an increasingly crowded investment adviser market.

About Our Speaker

Mr. Odd Haavik, TEP is the Managing Director and CEO of Charles Monat Associates Singapore, the leading adviser to Ultra High Net Worth individuals and businesses. Prior to opening the Singapore office for the Charles Monat Group in 2005, Mr. Haavik spent 15 years practicing with some of Europe's leading investment banks in Hong Kong and Singapore.

Charles Monat Associates serves its Clients and Partners through its offices in Hong Kong, Singapore and Boston and specializes in creative Wealth Protection and – Succession strategies for UHNW families and businesses.

Registration fee:

•         Members          -S$30.00 nett

•         Non Members  -S$45.00 nett 

**Group registration discount will be given to a group of 10 participants and more. Each participant shall enjoy

a discount of $5 off the listed registration fee. For group registration, please indicate the main contact for the group and each participant is required to complete the registration form. **

Closing date for registration is Wednesday, 23 June 2010

To download registration form, please click HERE

For any enquiries, please contact FPAS Office at Tel: 6372 1030.

Thank you.

Yours sincerely

Events and Education Department