STEP Asia Conference Webinar Series

The STEP Asia Conference returns in 2020 as a series of six live webinars running from 10-26 November.

These 1.5 hour virtual sessions will explore the topical issues facing you and your business with expert speakers offering insights, ideas and solutions to your business challenges. During each session, you will have the opportunity to ask the speakers questions in real time.

Book to attend individual webinars, or attend the whole series and receive a 15% discount on the booking fee.

All webinars will be recorded so that you can re-watch them on demand afterwards.

The webinars are all advertised in Hong Kong Local Time. To calculate the time in your local time zone please click here

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Thank you to our sponsor

Webinar 1: Future Planning for Our Clients

Tuesday 10 November 2020 - 17.00-18.30 Hong Kong Time (GMT+8)


The next decade – what’s coming up?

Speaker: John Riches TEP, RMW Law LLP, UK

Kidnapping and security

Speaker: Steve Vickers, Steve Vickers And Associates Ltd, Hong Kong

Webinar 2: Global Trust Issues, Part 1

Thursday 12 November 2020 - 17.00-18.30 Hong Kong Time (GMT+8)


Trustees located outside the governing law jurisdiction


Joanne Verbiesen TEP, HSBC Private Wealth Solutions, Hong Kong
Richard Wilson QC TEP, Serle Court Chambers,UK

Differences between US and English-style trusts


Andrew de la Rosa, ICT Chambers, Cayman Islands
Patrick O’Hagan, UBS Switzerland AG, Switzerland

Webinar 3: Global Trust Issues, Part 2

Tuesday 17 November 2020 - 17.00-18.30 Hong Kong Time (GMT+8)


Mitigating fiduciary obligations – how far can (and should) a trustee go?

Speaker: Professor Steven Gallagher, Faculty of Law, The Chinese University of Hong Kong, Hong Kong

Alternative dispute resolution for trust disputes


Werner Jahnel, LALIVE SA, Switzerland
Steven Kempster TEP, Withers LLP, UK


Webinar 4: Recent Cases Affecting the Wealth Management Industry

Thursday 19 November 2020 - 17.00-18.30 Hong Kong Time (GMT+8)

The panel will review a potpourri of cases from around the globe over the last year that affect trusts and estates and their administration.

Moderator: Paul Stibbard TEP, Sequent (U.K.) Limited, UK


Richard Dew TEP, Ten Old Square, UK
Lawrence Ma TEP, Foundation Chambers, Hong Kong
Shân Warnock-Smith QC TEP, International Chancery and Trusts Chambers, 5 Stone Buildings, Cayman Islands and UK

Free Webinar: Sustainability in private-wealth financing

Sponsored content from WE ARE GUERNSEY

Friday 20 November 2020 – 17.00-18.30 Hong Kong Time (GMT+8)

As lead sponsor of the STEP Asia Conference Webinar Series, WE ARE GUERNSEY is pleased to hold this free webinar exploring the role private capital, particularly family offices, can have on sustainability.


Russell Clark TEP, Carey Olsen, Guernsey
Peter Hodson TEP, Hodson & Company Limited, Guernsey
Rupert Morris TEP, Walkers, Guernsey

Webinar 5: Planning for Family Business and Succession

Tuesday 24 November 2020 - 17.00-18.30 Hong Kong Time (GMT+8)


How family enterprises are using wealth to build a great family

Speaker: Dennis Jaffe TEP, Wise Counsel, USA

Family constitutions and charters – a case study interview


Nicholas Jacob TEP, Forsters LLP, UK
Cynthia Lee TEP, HSBC Private Banking, Hong Kong
Bernard Rennell TEP, InterGen Capital Partners Limited, Hong Kong

Webinar 6: Investing in Europe – Some Topical Issues

Thursday 26 November 2020 - 17.00-18.30 Hong Kong Time (GMT+8)


EU Succession Regulation – its application to non-EU persons owning EU assets


Richard Frimston TEP, Russell-Cooke Solicitors, UK
Michael Wells-Greco TEP, Charles Russell Speechlys SA, Switzerland

Structuring real estate investment in the UK


Jonathan Conder TEP, Macfarlanes LLP, UK
Peter Vaines TEP, Field Court Tax Chambers, UK


Individual webinar fee

  • STEP Member: HKD600
  • Non-Member: HKD720

*Prices include 20% VAT that is chargeable to all delegates

Series discount
If you sign up to attend the whole series, you will receive a 15% discount 

  • STEP Member: HKD3,060
  • Non-Member: HKD3,672

*Prices include 20% VAT that is chargeable to all delegates

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