Almost all of 2020 has been overshadowed by the pandemic. Now that various vaccines and hopefully an end to the virus are near, we can see that markets are responding accordingly.  However, there is still a range of factors that could influence the recovery path of the economy and cause uncertainties which investors need to take into account. Speaking of “uncertainty”, this has definitely been the key theme for global expatriates this year. Covid-19 has had a profound effect on many expats, causing them to rethink their lifestyles and future plans.

This webinar will elaborate on market expectations for 2021 and what investment strategies to follow, with a focus on global expats and what they need to consider from a tax and estate planning perspective when reassessing plans.

Key insights:

• Market expectations going into 2021
• Investment strategies to follow
• Making the most of your time as an expatriate
• Comparison of the tax environment in Singapore versus back home
• The treatment of Singapore financial products back home
• Estate planning; how to more effectively pass on wealth

About the company

Global Financial Consultants (GFC) is an independent boutique wealth management and life planning firm based in Singapore, established in 2003 and regulated by the Monetary Authority of Singapore. Located in the heart of the central business district, GFC serves clients from all over the globe with a specialist team of financial advisers, helping them create and protect their wealth. A few of our areas of expertise are: investment management, tax optimization, retirement planning, CPF optimization, pension transfers and life cover.

Speakers

Justin Oliver is Deputy Chief Investment Officer of Cannacord Genuity Wealth Management. He provides direct assistance to the Chief Investment Officer in maintaining responsibility for the investment philosophy, process and methodology of CGWM, and acts as the alternate to the CIO. He is Chairman of CGWM’s Portfolio Construction Committee, a member of the Asset Allocation and Fund Selection committees and manages several of CGWM’s Select range of funds. Justin is a Chartered Fellow of the CISI and is a former President of the Guernsey Branch of the Institute. 

Brendan Harper is Head of Technical Services with Utmost International, providing financial planning solutions to global expatriate and international investors. Brendan has overall responsibility for the taxation and technical support of Utmost International’s wealth proposition and trust range. He has been in the industry for 26 years and spends much of his time speaking at seminars, hosting workshops and providing CPD training to financial advisers and other professionals. Educated at Queen’s University Belfast and the University of Ulster, Brendan is a member of the UK Personal Finance Society, an Associate of the Chartered Institute of Chartered Secretaries & Administrators, a Chartered Financial Planner and a qualified Trust and Estate Practitioner. He has won several awards in his career, including 2 exceptional service awards for services to the cross border life insurance industry, and 2 Worldwide Excellence Awards from the Society of Trust and Estate Practitioners.