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THE GATEKEEPERS’ FORUM

The Gatekeepers’ Forum will be held on March 6, 2018, in Singapore. Participating companies are asked to send their senior representatives to sit in a designated panel which they have put in an entry.  The panels are designed along the four different pillars of the awards in Investment Management, Wealth Planning, Governance, and Digital, plus one panel with an emphasis on Sustainability.  Not only the forum is designed as part of the judging process, but it is also designed as a platform for knowledge sharing between private banks and asset owners.

The panels will be moderated and facilitated by a judge from the panel who has in-depth experience of the subject matter, and who understands the needs of the services/products. Between 20 and 25 judges, will have ten bonus points to allocate between his/her preferences, awarded 10, 9, 8, 7……1; 10 being the best and one being the worst. Companies who forego participation in this stage will receive 0 bonus points.

The forum also welcomes the next generation (NextGen) wealth holders as part of the education process of wealth and family business succession. The panel will account for the votes derived from this sector: Wealth Planning and Succession.

Panel 1: Investment Management

In this panel, representatives from participating banks will discuss on topics relating to how Private Banks are managing their client investments through Discretionary and Advisory services. Key issues to explore are how private banks are conducting their due diligence when researching and onboarding products, critical governance issues, risk profiling and portfolio management, and more importantly, how banks can run sustainable mandates to benefit the world while achieving better risk management goals. The topic of Environmental, Social, and Governance pillars (ESG) will also be raised in conjunction with banks’ investment practices, why the millennials are concerned about controversial policies and how it may affect the future investment decisions of the family portfolios.

Panel 2: Wealth Planning & Succession (a NextGen voting panel)

Representatives on this panel will share their strategies in keeping family clients from generations to generations, through programs helping the next generation successors to become better stewards of family legacy, wealth and governance, and how they can play a part in preparing the next generation to become better heirs for their family businesses and philanthropic endeavors. Topics including cross-border services, impact investing, and the NextGen programs will be examined. Since these programs are designed for the NextGen’s future leadership, their input to this voting process is crucial.

Panel 3: Good Governance

One of the purposes of this award is to examine the feasibility of banks providing services to the HNW and families. Good governance is the prerequisite for safeguarding client assets and delivering best stewardship. Getting a grip of the underlying risk tolerance beyond tick box is critical to product mapping and thus affecting the safety of the families’ portfolios, and therefore, this panel raises interesting discussions on qualitative risk assessment techniques that are inherent to the client rather than calculated. This panel will also examine banks’ practices on staff development, their governance structure and corporate citizenship that promotes better shareholders engagement, reporting transparencies, trending yet practical risk profiling techniques, and helping the society in general.

KEY DATES

  • Entry Period: Registration is Closed!
    October 09, 2017 to November 20, 2017
  • Online Submission:
    November 20, 2017 to December 15, 2017
  • The Gatekeepers' Forum:
    March 6, 2018 (Singapore)
  • Announcement of Finalists:
    March 13, 2018
  • Awards Gala Dinner:
    April 27, 2018 (Singapore)

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