Precious Metals as Part of Private Wealth and Succession Planning


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Date:
18 June 2020, Thursday

Time:
03.00 - 04.00PM
Venue:
Webinar

Details/ Promotion:
Please click here for more details.
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Contact:
Please refer to organiser’s webpage here.
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Programme Synopsis

This webinar will address the following:
  • A brief introduction to the world of physical precious metals 
  • The importance of gold in an investment portfolio 
  • Current trends in the global economy 
  • The role of precious metals in succession planning and wealth preservation / wealth planning 
  • The importance of holding this asset class (both regularly and under a trust) for families and individuals 
  • Holding bullion under a trust 
  • How is holding precious metals (as a tangible asset) different than holding other trust assets 
  • How to invest in a professional manner – the risks included, the proper process including custody and confirmation of authenticity 
  • Trustees duties and responsibilities when dealing with these asset classes

Programme Outline

  • Opening Remarks by Chairperson  
  • Precious Metals as Part of Private Wealth and Succession Planning  
  • Q&A Session

About the Presenter(s)/ Trainer(s)


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Mr Lionel Choi
Managing Director, Head of Wealth Planning Singapore
LGT Bank (Singapore) Ltd
Chairman, STEP Singapore


Lionel Choi is Head of Wealth Planning Singapore at LGT Bank. He has had close to 20 years of experience in assisting families locally and internationally on all aspects of succession and estate planning, having entered the private client wealth management industry as a wealth planning advisor for a major US-based financial institution. Prior to joining LGT, he led the Singapore trust company of a reputable global, bank-owned trust business as its resident director and manager. He specialised in establishing and administering trust and fiduciary structures. He was responsible for the operation and supervision of a client relationship team and managing private clients’ estate planning interests. He also took an active role in business development. Lionel began a career in law after graduating from the National University of Singapore with an LL.B (Hons) degree. He qualified as an advocate and solicitor in Singapore in 2000, practising in an international law firm. He also qualified as a solicitor in England and Wales in 2003.

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Mr Joshua Rotbart
Managing Partner
J. Rotbart & Co.


Joshua is the founder and managing partner of J. Rotbart & Co., a family owned bullion house providing solutions for high net worth individuals and families, asset management firms and private banks wishing to procure, store and transport physical precious metals and other tangible assets worldwide.
Joshua and his team have traded, transported and managed bullion worth over USD 1 billion.Joshua is highly respected in the bullion industry and is a world renowned expert on precious metals. His interviews have appeared in financial dia such as, Bloomberg, MSNBC, The Wall Street Journal and Financial Times. Joshua provides regular commentary to the South China Morning Post, Finews.Asia,Reuters and more.
J. Rotbart & Co. under Joshua’s leadership is now operating offices in Singapore, Hong Kong and Manila.








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