Future of Wealth: AI, Innovation & Global Shifts
🌍 Future of Wealth: AI, Innovation & Global Shifts
In an era of shifting power dynamics, global wealth faces both unprecedented headwinds and breakthrough opportunities.
As US tariffs reshape trade routes, de-dollarization gathers momentum, and digital currencies redefine the future of money, how should fund managers, wealth advisors, and innovators position themselves and their clients for long-term success?
✨ What to Expect
Hear from our wealth and fintech pioneers and practitioners as they unpack:
The evolving impact of US tariffs on capital flows and investment strategies
The realities and myths of de-dollarization: timelines, triggers, and portfolio implications
The rise of AI and wealthtech: what’s hype, what’s real, and how it will transform wealth management
🔥 Fireside Chat Highlights
A dynamic discussion with diverse panelists exploring:
Wealth resilience in volatile times
How AI is reshaping fintech and wealthtech solutions
Rethinking what “wealth” means for the next generation
Opportunities for founders building transformative ventures and investors seeking their next big bet
🙌 Who Should Join
Whether you’re:
An innovator or founder looking to build something transformative
A curious individual seeking thought-provoking perspectives on wealth
An investor keen to know where your next best bet lies
👉 Expect sharp insights, fresh perspectives, and practical strategies you can take away and apply.
⚡ Seats are very limited — RSVP early to secure your spot!
Speakers
Charles Wong - Chairman and Co-Founder, Prive Technologies
Charles Wong is an expert in WealthTech and Asset Management Tech, with extensive experience in strategy formulation, partnership development, and business growth. Previously a Managing Director at JP Morgan, he now leads strategic initiatives at Privé Technologies, a firm backed by UBS and Blackrock. Charles holds degrees from MIT and advises startups in insurtech, HR Tech, and AI.
Nayan Madhamshettiwar - Managing Director, First Rate
Nayan is a distinguished leader in digital transformation and financial technology with over 20 years of IT experience, including a decade in wealth management solutions. He leads a team of innovators delivering AI-driven strategies, portfolio performance measurement, client reporting, and data aggregation tools that empower financial advisors and firms. Nayan's expertise spans building AI-based investment strategies, implementing Long Short-Term Memory models for improved risk-adjusted returns, and designing automated services like portfolio rebalancing, tax-loss harvesting, and market-sensing strategies for diverse clients, including pension funds and UHNW individuals. A recognized thought leader, he has authored articles on AI's impact in wealth management and was named Fintech Person of the Year at the Financial Technologies Forum, New York, in 2024.
Audrey Tan - Co-Founder, PlayMoolah
Audrey is the co-founder and CEO of PlayMoolah, a financial well-being company that has empowered learners worldwide through partnerships with corporates, universities, and governments. She also pioneered the Wealth Resilience Institute (WRI), reimagining wealth through the 8 Forms of Capital and advancing financial emotional resilience. Audrey co-founded Purpose Led, a network supporting purpose-driven businesses. These ventures are part of The Moolah Group ecosystem. Her technology journey began at Qik.com in Silicon Valley under the NUS NOC Program, later acquired by Skype. She is an Edmund Hillary Fellow and recipient of the NUS Outstanding Young Alumni Award. Audrey also serves with the Catholic Business Network.
About the Co-organizers
First Rate Connect
Launched in 2024 in partnership with First Rate and EnterpriseSG, First Rate Connect operates as a unique venture builder and accelerator, dedicated to supporting regional FinTech businesses at every stage of growth. From early-stage ideation to cross-border scaling, First Rate Connect helps B2B FinTechs de-risk their market expansion into new territories—without taking equity. Get in touch: connect@firstrate.com
Axial Partners
Led by an experienced management team with a reputation for investment and operational excellence, we leverage our strategic partnerships with industry leaders in asset management, investment research, and venture capital to provide a differentiated and flexible investment solution. As an independent service provider which is not part of a broader bank or asset management group, we offer full open-architecture investment options on our platform.
PlayMoolah | Wealth Resilience Institute | The Moolah Group
PlayMoolah is a Singapore-based company committed to advancing Financial Emotional Resilience® through research-based educational content. Its work empowers individuals and organisations to build healthier relationships with money by combining emotional intelligence, behavioural science, and financial literacy.
PlayMoolah is a member of The Moolah Group — a collective of ventures advancing financial wellbeing in the region. Under this umbrella, the newly established Wealth Resilience Institute (WRI) serves as the academic and certification arm, offering thought leadership, research, and credentials in Financial Emotional Resilience®.
SMU Institute of Innovation & Entrepreneurship
The SMU Institute of Innovation & Entrepreneurship (IIE) empowers aspiring innovators to build strong foundations and develop an entrepreneurial mindset. Powered by knowledge and driven by purpose, we nurture changemakers and founders who aim to make a positive impact on the world. As SMU’s Nexus of Innovation, we connect talent, ideas, and opportunities to ignite impactful ventures.