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WealthTech, What's Next?

There is a clear and bright future in the WealthTech industry. In 2021, global WealthTech funding hit record highs, with funding to the sector surging 156% from a year ago.

The recent years of living with the spread of a global pandemic have also prompted us to take a closer look at our financial, social, and physical health. People are increasingly prioritising a more secure financial future, and understanding the importance of putting our money to work. This is where WealthTech players can offer investment solutions to cater to these pressing demands.

That said, the financial markets are today gripped by fresh challenges in the form of rising inflation and fears of a looming global recession, while geopolitical tensions remain high.

Given this dynamic macroeconomic environment, how should the WealthTech industry respond to stay relevant to the times?

Endowus WealthTech Conference 2022


12 September 2022
1PM to 5PM SGT

This registration is for online access to the event. In-person access to the event is by invitation only.

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Event Highlights

Get a copy of the Endowus-KPMG WealthTech: Looking Ahead report

This report aims to provide readers with an analysis of the global wealth management landscape and opportunities. It includes a deeper dive into the Singapore market and why it is poised to capture a significant portion of Asia’s growing wealth.

The report will include:

  • An overview of the global wealth management landscape and in Singapore
  • Trends shaping wealth management and their impact on wealth managers
  • Industry perspectives from leading WealthTech businesses and leaders
  • Key steps preparing wealth managers for the next decade in wealth management

WealthTech: Looking Ahead

Exploring the growth, trends and future of WealthTech

Thank you for your interest in this report. We have received your details and you will receive a copy in your mailbox. If you do not receive an email from us, do also check through your spam folder.
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2022 Speakers

2022 Agenda

01:00 PM – 01:05 PM
01:05 PM – 01:45 PM
State of WealthTech in Singapore — A Fireside Chat

Sopnendu Mohanty, Chief Fintech Officer, Monetary Authority of Singapore
Samuel Rhee, Chairman & Chief Investment Officer, Endowus
01:45 PM – 02:25 PM
Private Wealth
Seizing New Opportunities in the Burgeoning Private Wealth Space in Asia

Moderated by:
Samuel Rhee, Chairman & Chief Investment Officer, Endowus

Joel Teasdel, Head of Wealth Management Group, AxJ, VP, Dimensional Fund Advisors
Patricia Quek, Managing Director, Head of Wealth Management (Singapore), UBS
Marcio Bogoricin, EVP, Head of Asia Wealth Management (ex-Japan), PIMCO
Edward Moon, Managing Director and Head of Asia Pacific Global Wealth Management, Apollo
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02:25 PM – 03:05 PM
ESG Investing
Is ESG Investing on the Right Track to Building an Equitable and Sustainable World?

Moderated by:
Jessica Cheam, Founder & Managing Director, Eco-Business

Sylvia Chen, Senior Sustainable Officer, ESG Research & Engagement, Amundi
Prof Dave Fernandez, Director, SMU Sim Kee Boon Institute for Financial Economics & Co-Director, Singapore Green Finance Centre
Chitra Hepburn, Head of APAC ESG & Climate, MSCI
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03:05 PM – 03:45 PM
Sustaining Scale
From Founding to Scaling, Where are WealthTech Firms Headed?

Moderated by:
Gregory Van, CEO, Endowus

Oi-Yee Choo, CEO, ADDX
Deepak Khanna, Head of Wealth & Trading, Revolut
Varun Mittal, Chief Growth Officer & Group Head of Digital, Singlife with Aviva
David Grant, Co-founder & COO, Gotrade
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03:45 PM – 04:25 PM
DeFi & New Gen Investing
Rethinking the Role of Financial Institutions

Moderated by:
Kay Van Petersen, Co-founder, D-Central

Anton Ruddenklau, Partner & Global Head of Fintech, KPMG International
Katherine Ng, Managing Director, TZ APAC
Gerald Goh, Co-founder & CEO, Sygnum
Jeremy Ng, Co-founder, OpenEden
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04:25 PM – 05:05 PM
Tech × Finlit
The Best Marriage to Birth a Smarter Investor

Moderated by:
Jamie Lee, Head of Editorial & Content, Endowus

Loo Cheng Chuan, Founder, 1M65 Movement
Rachel Lim, Co-founder, Love, Bonito
He Ruiming, Co-founder, The Woke Salaryman
Gerald Wong, Founder & CEO, Beansprout
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05:05 PM – 05:10 PM