Event Profile

CAIA Singapore : Transformation of Family Businesses in Southeast Asia

Date(s):
August 5, 2025
Note:
All times listed are in local time
Venue:
UBS Singapore
9 Penang Road
Singapore, 238459 
Fee(s):
Free Event
Description:

Venue : Pepper, Paprika and Pandan room - Level 4 East Wing, UBS University, 9 Penang Road, Singapore 238459

(Direction click here)


Family businesses have long been a cornerstone of Southeast Asia’s economy, often representing a significant share of private wealth and enterprise value in the region. However, as many family enterprises approach leadership transition, they face complex challenges: aligning generational visions, sustaining growth across cycles, and preserving both legacy and capital. 

In this fireside chat, we bring together prominent leaders from across the family business ecosystem to explore how families are approaching succession planning in today’s evolving landscape. The panel will explore emerging alternatives such as Search Funds — a rising model that offers a structured solution for entrepreneurial transitions and long-term value creation.

Panel Speakers:

  • Wee Ping Goh, CEO, Wee Hur Capital
  • Alex Chua, CEO, GB Helios
  • Zachery Lee, CFA, CIO, Gen Capital Partners

Moderator : Stephanie Lau, CAIA, Direct Investment Group (DIG) Specialist, UBS Global Wealth Management


Agenda
4.45 PM Registration & Networking
5.15 PM Opening Remarks by Wei Wei SI, Executive Director and Market Team Head, UBS Global Wealth Management, followed by Panel Fireside Chat
6.15 PM Networking Drinks
6:45 PM Session Ends
 

Canapes & Beverage to be provided.
The event will last approximately 2 hours.

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UBS Singapore

Speaker information is not available at this time.