Asia - Review - Session 2 – Singapore, India and Hong Kong

Thursday, 30 June 2022
12.00 - 13.30



Zurich Center


SAMANTHA NG, Withers KhattarWong LLP, Singapore

Samantha NG, Senior legal associate of Withers KhattarWong LLP, Singapore
Samantha is a senior legal associate in the private client and tax team. She advises individuals and families on matters relating to their trusts, family governance/ constitution and family/shareholders’ agreements. She also assists with establishing family offices, private trust companies and family charities. She helps clients with developing efficient holding structures and succession plans, not just for their personal bankable wealth but also for their real estate investments, and their family businesses.
Prior to joining Withers KhattarWong, Samantha was an associate in a boutique private client firm which regularly advised and represented private banks and ultra high net worth individuals on complex trust structuring and in contentious trust matters.
Samantha has been recognised by the Private Client Global Elite as one of its 'Rising Leaders' in its 2022/2023 private client directory.

ASHISH MEHTA, Khaitan & Co., Mumbai

Ashish Mehta, Partner, Khaitan & Co., Mumbai
Ashish Mehta is a lawyer and a Partner in the Direct Tax Practice of Khaitan & Co. He specialises in advising clients on complex domestic and international tax matters, multi-jurisdictional proceedings, across sectors. He also regularly acts in large litigation, high-end representation matters and prosecution related matters, including white-collar crime. He has built his niche in advising clients on matters pertaining to investigation of offshore assets which has been a focus area for Indian tax administration, exchange of information, mutual legal assistance matters, extradition laws and related aspects.
Ashish is experienced in advising and representing many corporations and HNWIs before various authorities and courts in various jurisdictions (along with local counsel) like The United States, United Kingdom, Switzerland, Singapore, Jersey, Guernsey, BVI and more. His articles have been published by reputed Indian and international publications and he is often invited to speak at conferences, training sessions and webinars.
Ashish is also a qualified Chartered Accountant (year 2007) and before joining Khaitan & Co. in the year 2012, he was associated with a leading Indian Chartered Accountancy firm where he specialized in Direct tax litigation and advisory.


Markus Grossmann, Regional Managing Director, Trident Trust
Markus has been with Trident Trust for the past 12 years, following a 20-year career in private banking, where he specialised in working with Asian and NRI/Indian clients. Initially Managing Director of Trident’s Singapore office, he is now Regional Managing Director for the Asia-Pacific, Middle East and Africa business, with responsibility for Trident’s offices in Dubai, Geneva, Hong Kong, New Zealand, Mauritius, Singapore and Zurich. In addition to leading the expansion of Trident Trust’s business in Asia, Markus is also actively involved in many key client relationships of the Group.


Asia - Review - Wealth Planning Objectives and Trends for Clients from South & North Asia 

Asia’s wealth management industry is booming, with a growing number of UHNW individuals and personal wealth at an all-time high. At some stage, wealth managers, trustees and advisors will be faced with questions around how to service this diverse market and identify core needs and objectives in order to plan appropriately.
In this second part of the Asia-Review series we will hear from industry experts based in SINGAPORE, INDIA and HONG KONG who regularly deal with clients from key markets in Asia.
Session 2 – Singapore, India and Hong Kong
This talk will cover the following items:
  • SINGAPORE: presented by Samantha Ng, Singapore:
    • Introduction
    • How will the update to Singapore's Section 13O/U fund management tax incentive criteria affect family offices?
    • How does Hong Kong's proposed tax exemptions for family offices compare with Singapore's regime?
    • Other key Singapore legal/fiscal developments
  • INDIA: presented by Ashish Mehta, India:
    • Indian tax and foreign exchange regulations – Basics and recent changes in residency and related provisions affecting HNWIs
    • Recent changes in dividend taxation regime and capital gains tax in India
    • Recent regulatory development on digital currencies
    • Perspective on various jurisdictions – migration, information exchange, etc. 
    • Overview of Trusts in India – taxation (Indian, offshore), popularity as a Succession Planning Tool
  • HONG KONG & SINGAPORE: presented by Markus Grossmann:
    • Opportunities and challenges in the two major financial centers in Asia – a fiduciary’s perspective on recent developments in Hong Kong and Singapore.

STEP Member CHF 40.00
STEP Student CHF 30.00
non-Member CHF 50.00

1 ½ hour towards CPD obligation

Register by 29.06.2022


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