Synopsis: Learn to protect and grow your wealth in this Business Times monthly podcast series for affluent individuals, hosted by BT wealth editor Genevieve Cua. Podcaster: Genevieve Cua Produced by The Business Times, SPH Media Trust.
What’s the secret to a successful retirement? According to Christopher Tan, founder of advisory firm Providend, it’s not just good investing and financial planning, it’s also about contentment. Christopher shares his personal wisdom with BT’s Genevieve Cua.
Synopsis: Learn to protect and grow your wealth in this monthly Business Times podcast series for affluent individuals, hosted by BT wealth editor Genevieve Cua.
Highlights of the conversation:
02:15 Qualities of successful investors
04:46 Christopher’s retirement roadmap
07:06 Planning approaches that work best regardless of market factors
10:33 Biggest mistakes or blind spots to avoid
12:14 What is your personal relationship with money?
13:39 How to work towards sufficiency and contentment for a more fulfilling life
---
Now, we want to hear from you! Send us your questions, thoughts, story ideas, and feedback to [email protected]. We’ll look into it for future episodes.
---
Written and hosted by: Genevieve Cua ([email protected])
With Christopher Tan, founder, Providend
Edited by: Emily Liu and Claressa Monteiro
Produced by: Genevieve Cua & Emily Liu
Engineered by: Joann Chai Pei Chieh
A podcast by BT Podcasts, The Business Times, SPH Media
—
Follow WealthBT podcasts and rate us at:
Channel: bt.sg/btwealthbt
Amazon: bt.sg/wbtam
Apple Podcasts: bt.sg/wbAP
Spotify: bt.sg/wbSP
YouTube Music: bt.sg/wbyt
Google: bt.sg/wtGO
Website: bt.sg/wealthbt
Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.
Discover more BT podcast series:
BT Money Hacks Podcast at: bt.sg/btmoneyhacks
BT Mark To Market Podcast at: bt.sg/btmark2mkt
BT Podcasts at: bt.sg/pcOM
PropertyBT at: bt.sg/btpropertybt
BT Market Focus at: bt.sg/btmktfocus
BT Branded Podcasts: bt.sg/btbrpod
BT Lens On: bt.sg/btlenson
See omnystudio.com/listener for privacy information.
Some CPF members feel stopping the practice of “shielding” the Special Account is unfair, because they have lost the opportunity of a higher interest rate. But investing your CPF savings is more important than ever. What does this mean for your CPF returns?
BT’s Genevieve Cua gets insights from Samuel Rhee of Endowus.
Synopsis: Learn to protect and grow your wealth in this monthly Business Times podcast series for affluent individuals, hosted by BT wealth editor Genevieve Cua.
Highlights of the conversation:
02:33 Does Endowus have a conflict of interest as CPF digital adviser?
05.35 Closing the shielding loophole: impact on confidence
08:36 Tradeoffs of not investing the Ordinary Account
11:54 How challenging is it to outperform the SA 4% rate?
14:59 Overcoming the biggest hurdles to investing
Written and hosted by: Genevieve Cua ([email protected])
With Samuel Rhee, chief investment officer, Endowus
Edited by: Emily Liu and Claressa Monteiro
Produced by: Genevieve Cua & Emily Liu
Engineered by: Joann Chai Pei Chieh
A podcast by BT Podcasts, The Business Times, SPH Media
—
Follow WealthBT podcasts and rate us at:
Channel: bt.sg/btwealthbt
Amazon: bt.sg/wbtam
Apple Podcasts: bt.sg/wbAP
Spotify: bt.sg/wbSP
Google: bt.sg/wtGO
Website: bt.sg/wealthbt
Feedback to: [email protected]
Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.
Discover more BT podcast series:
BT Money Hacks Podcast at: bt.sg/btmoneyhacks
BT Mark To Market Podcast at: bt.sg/btmark2mkt
BT Podcasts at: bt.sg/pcOM
PropertyBT at: bt.sg/btpropertybt
BT Market Focus at: bt.sg/btmktfocus
BT Branded Podcasts: bt.sg/btbrpod
BT Lens On: bt.sg/btlenson
See omnystudio.com/listener for privacy information.
Private debt offers a stable, generally floating-rate income. But credit risks are elevated as financing conditions remain tight. Defaults are expected to rise. But some types of private debt carry lower risks than others.
Synopsis: Learn to protect and grow your wealth in this monthly Business Times podcast series for affluent individuals, hosted by BT wealth editor Genevieve Cua.
Highlights of the conversation:
01:02 The lowdown on private debt
02:47 The golden age: strong returns and inflows
05:36 Getting a handle on credit risk
09:36 Attraction of private debt
11:17 What to look out for
Written and hosted by: Genevieve Cua ([email protected])
Edited by: Emily Liu and Claressa Monteiro
Produced by: Genevieve Cua & Emily Liu
Engineered by: Joann Chai Pei Chieh
A podcast by BT Podcasts, The Business Times, SPH Media
—
Follow WealthBT podcasts and rate us at:
Channel: bt.sg/btwealthbt
Apple Podcasts: bt.sg/wbAP
Spotify: bt.sg/wbSP
Google: bt.sg/wtGO
Website: bt.sg/wealthbt
Feedback to: [email protected]
Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.
Discover more BT podcast series:
BT Money Hacks Podcast at: bt.sg/btmoneyhacks
BT Mark To Market Podcast at: bt.sg/btmark2mkt
BT Podcasts at: bt.sg/pcOM
PropertyBT at: bt.sg/btpropertybt
BT Market Focus at: bt.sg/btmktfocus
BT Branded Podcasts: bt.sg/btbrpod
BT Lens On: bt.sg/btlenson
See omnystudio.com/listener for privacy information.
What is the outlook for interest rates and the impact on stocks and bonds? What is the outlook for Singapore and China? And is it time to exit fixed deposits and invest in what, exactly? Genevieve Cua interrogates Kelvin Tay from UBS Wealth Management.
Synopsis: Learn to protect and grow your wealth in this monthly Business Times podcast series for affluent individuals, hosted by BT wealth editor Genevieve Cua.
This episode is brought to you by UBS Wealth Management.
Highlights of the conversation:
01:47 Impact of the Fed’s funds rate on stocks and bonds
04:42 Which elections will wield the biggest impact on markets?
07:12 Outlook for economy and asset growth
11:13 China’s outlook
15:15 Risks not adequately priced in markets
17:15 Most important asset allocation calls for 2024
More about:
UBS Wealth Management
https://www.ubs.com/sg/en/wealth-management.html
Written and hosted by: Genevieve Cua ([email protected])
With Kelvin Tay, chief investment officer of UBS Wealth Management
Edited by: Howie Lim and Claressa Monteiro
Produced by: Genevieve Cua & Howie Lim
Engineered by: Joann Chai Pei Chieh
Executive producer: Claressa Monteiro
A podcast by BT Podcasts, The Business Times, SPH Media
—
Follow WealthBT podcasts and rate us at:
Channel: bt.sg/btwealthbt
Apple Podcasts: bt.sg/wbAP
Spotify: bt.sg/wbSP
Google: bt.sg/wtGO
Website: bt.sg/wealthbt
Feedback to: [email protected]
Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.
Discover more BT podcast series:
BT Money Hacks Podcast at: bt.sg/btmoneyhacks
BT Mark To Market Podcast at: bt.sg/btmark2mkt
BT Podcasts at: bt.sg/pcOM
PropertyBT at: bt.sg/btpropertybt
BT Market Focus at: bt.sg/btmktfocus
BT Branded Podcasts: bt.sg/btbrpod
BT Lens On: bt.sg/btlenson
See omnystudio.com/listener for privacy information.
Markets are on a tear since the Federal Reserve signalled a pivot towards cutting interest rates in 2024. How should you position your portfolio? Here are some thoughts on bond yields; geopolitical risk in 2024; investing in value equities; and keeping faith in balanced portfolios.
Synopsis: Learn to protect and grow your wealth in this monthly Business Times podcast series for affluent individuals, hosted by BT wealth editor Genevieve Cua.
Highlights of the podcast:
01:29 Indications of what the Fed may do next year
03:20 Bond yields are attractive and offer a return above inflation
05:19 2024 is a record year for elections, raising geopolitical risk
08:20 Opportunities in value equities
10:08 Balanced portfolios are alive and well
12:12 Reinvesting out of cash
Written and hosted by: Genevieve Cua ([email protected])
Edited by: Howie Lim & Claressa Monteiro
Recording engineer: Joann Chai Pei Chieh
Produced by: BT Podcasts, The Business Times, SPH Media
—
Follow WealthBT podcasts and rate us at:
Channel: bt.sg/btwealthbt
Apple Podcasts: bt.sg/wbAP
Spotify: bt.sg/wbSP
Google: bt.sg/wtGO
Website: bt.sg/wealthbt
Feedback to: [email protected]
Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.
Discover more BT podcast series:
BT Money Hacks Podcast at: bt.sg/btmoneyhacks
BT Mark To Market Podcast at: bt.sg/btmark2mkt
BT Podcasts at: bt.sg/pcOM
PropertyBT at: bt.sg/btpropertybt
BT Market Focus at: bt.sg/btmktfocus
BT Branded Podcasts: bt.sg/btbrpod
BT Lens On: bt.sg/btlenson
See omnystudio.com/listener for privacy information.
Philanthropy can be a source of catalytic and patient capital, and as such, can play a big role in the net zero transition. Blended finance is an avenue where philanthropists can join forces with public and private funds. Genevieve Cua speaks to Anthony Gao, head of philanthropy services Asia with Pictet Wealth Management for more insights.
Synopsis: Learn to protect and grow your wealth in this monthly Business Times podcast series for affluent individuals, hosted by BT wealth editor Genevieve Cua.
This episode is brought to you by Pictet Wealth Management.
Highlights of the podcast:
02:09 Understanding blended finance
03:44 Singapore's approach to blended finance
05:55 Philanthropy in the context of climate objectives
09:54 Understanding blended finance mode
12:26 Trends and approaches in blended finance
14:45 Challenges and solutions for blended finance in Asia
More about:
Pictet Wealth Management Asia
https://www.pictet.com/sg/en/wealth-management
Responsible Investing
https://www.pictet.com/sg/en/insights/re-imagining-the-future-the-case-for-engagement
Written and hosted by: Genevieve Cua ([email protected])
With Anthony Gao, head of philanthropy services Asia, Pictet Wealth Management
Edited by: Howie Lim and Claressa Monteiro
Recording engineer: Joann Chai Pei Chieh
Produced by: BT Podcasts, The Business Times, SPH Media
—
Follow WealthBT podcasts and rate us at:
Channel: bt.sg/btwealthbt
Apple Podcasts: bt.sg/wbAP
Spotify: bt.sg/wbSP
Google: bt.sg/wtGO
Website: bt.sg/wealthbt
Feedback to: [email protected]
Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.
Discover more BT podcast series:
BT Money Hacks Podcast at: bt.sg/btmoneyhacks
BT Mark To Market Podcast at: bt.sg/btmark2mkt
BT Podcasts at: bt.sg/pcOM
PropertyBT at: bt.sg/btpropertybt
BT Market Focus at: bt.sg/btmktfocus
BT Branded Podcasts: bt.sg/btbrpod
BT Lens On: bt.sg/btlenson
See omnystudio.com/listener for privacy information.
Why are couples entering into prenups, and sometimes at the urging of their families? A prenup or post-nup may potentially be an important tool for families who have multigenerational wealth in mind. Genevieve Cua speaks to Ivan Cheong, head of the divorce and family team with Withers KhattarWong in Singapore for more insights.
Synopsis: Learn to protect and grow your wealth in this monthly Business Times podcast series for affluent individuals, hosted by BT wealth editor Genevieve Cua.
Highlights of the podcast:
04:28 Prenups must satisfy 4 formalities; they’re not automatically enforceable
09:34 Not just for the wealthy; 3 broad objectives
12:22 Ensuring a prenup applies across multiple jurisdictions
14:27 How prenups work with trusts
17:03 Can a prenup strengthen a marriage?
Written and hosted by: Genevieve Cua ([email protected])
With Ivan Cheong, head of the divorce and family team with Withers KhattarWong in Singapore
Edited by: Howie Lim and Claressa Monteiro
Recording engineer: Joann Chai Pei Chieh
Produced by: BT Podcasts, The Business Times, SPH Media
—
Follow WealthBT podcasts and rate us at:
Channel: bt.sg/btwealthbt
Apple Podcasts: bt.sg/wbAP
Spotify: bt.sg/wbSP
Google: bt.sg/wtGO
Website: bt.sg/wealthbt
Feedback to: [email protected]
Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.
Discover more BT podcast series:
BT Money Hacks Podcast: bt.sg/btmoneyhacks
BT Mark To Market Podcast: bt.sg/btmark2mkt
BT Podcasts: bt.sg/pcOM
PropertyBT: bt.sg/btpropertybt
BT Market Focus: bt.sg/btmktfocus
BT Branded Podcasts: bt.sg/btbrpod
BT Lens On: bt.sg/btlenson
See omnystudio.com/listener for privacy information.
Learn about key themes like circular economy, biodiversity, energy transition and health in responsible investing as Genevieve Cua discusses with Evelyn Yeo from Pictet Wealth Management Asia.
Synopsis: Learn to protect and grow your wealth in this monthly Business Times podcast series for affluent individuals, hosted by BT wealth editor Genevieve Cua.
Highlights of the podcast:
02:03 Climate impact in 2023
05:46 Connection between climate risks and markets
09:59 Elements to ensure investments have impact
11:58 Responsible investing themes
16:06 Key elements in responsible investing process
More about:
Pictet Wealth Management Asia
Impact Investing
https://perspectives.group.pictet/sustainability/the-rise-of-impact-inv…
Philanthropic capital
https://perspectives.group.pictet/sustainability/better-together---alig…
Written and hosted by: Genevieve Cua ([email protected])
With Evelyn Yeo, head of Asia investment, Pictet Wealth Management Asia
Edited by: Howie Lim and Claressa Monteiro
Recording engineer: Joann Chai Pei Chieh
Produced by: BT Podcasts, The Business Times, SPH Media
—
Follow WealthBT podcasts and rate us at:
Channel: bt.sg/btwealthbt
Apple Podcasts: bt.sg/wbAP
Spotify: bt.sg/wbSP
Google: bt.sg/wtGO
Website: bt.sg/wealthbt
Feedback to: [email protected]
Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.
Discover more BT podcast series:
BT Money Hacks Podcast at: bt.sg/btmoneyhacks
BT Mark To Market Podcast at: bt.sg/btmark2mkt
BT Podcasts at: bt.sg/pcOM
PropertyBT at: bt.sg/btpropertybt
BT Market Focus at: bt.sg/btmktfocus
BT Branded Podcasts: bt.sg/btbrpod
BT Lens On: bt.sg/btlenson
See omnystudio.com/listener for privacy information.
Insurance par funds last year chalked up their worst returns over the past five years. But not all insurers reduced bonuses and your par plan’s bonus may still be intact - for now. Are par savings products still worth your while?
Synopsis: Learn to protect and grow your wealth in this monthly Business Times podcast series for affluent individuals, hosted by BT wealth editor Genevieve Cua.
Highlights of the podcast:
01:04 Smoothing and par plans’ worst returns in 5 years
05:15 Market conditions vs the long run
08:05 Staying invested is a must
10:34 Par plans vs portfolio of market assets
Written and hosted by: Genevieve Cua ([email protected])
Edited by: Claressa Monteiro
Recording engineer: Joann Chai Pei Chieh
Produced by: BT Podcasts, The Business Times, SPH Media
—
Follow WealthBT podcasts and rate us at:
Channel: bt.sg/btwealthbt
Apple Podcasts: bt.sg/wbAP
Spotify: bt.sg/wbSP
Google: bt.sg/wtGO
Website: bt.sg/wealthbt
Feedback to: [email protected]
Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.
Discover more BT podcast series:
BT Money Hacks Podcast at: bt.sg/btmoneyhacks
BT Mark To Market Podcast at: bt.sg/btmark2mkt
BT Podcasts at: bt.sg/pcOM
PropertyBT at: bt.sg/btpropertybt
BT Market Focus at: bt.sg/btmktfocus
BT Branded Podcasts: bt.sg/btbrpod
BT Lens On: bt.sg/btlenson
See omnystudio.com/listener for privacy information.
Amid market volatility, it helps to distinguish between market noise and major trends. Scarcity of resources, labour and trust is already evident and will continue to drive markets. What are the impacts over the long run and how you can position your portfolio?
Synopsis: Learn to protect and grow your wealth in this monthly Business Times podcast series for affluent individuals, hosted by BT wealth editor Genevieve Cua.
This episode is brought to you by Pictet Wealth Management.
Highlights:
01:00 Why long run matters
05:17 Track record of forecasts
06:38 Overarching themes
09:20 Major asset class expectations and drivers
11:34 Implications of most important themes
13:30 How to position yourself
Written and hosted by: Genevieve Cua ([email protected])
With Dong Chen, head of Asia Macroeconomic Research for Pictet Wealth Management
Edited by: Howie Lim & Claressa Monteiro
Recording engineer: Joann Chai Pei Chieh
Produced by: BT Podcasts, The Business Times, SPH Media
More about:
Pictet Wealth Management
https://www.pictet.com/sg/en/wealth-management
Alternatives and private assets
https://www.pictet.com/sg/en/insights/markets/alternatives
—
Follow WealthBT podcasts and rate us at:
Channel: http://bt.sg/btwealthbt
Apple Podcasts: http://bt.sg/wbAP
Spotify: http://bt.sg/wbSP
Google: http://bt.sg/wtGO
Website: http://bt.sg/wealthbt
Feedback to: [email protected]
Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.
Discover more BT podcast series:
BT Money Hacks Podcast at: https://bt.sg/btmoneyhacks
BT Mark To Market Podcast at: http://bt.sg/btmark2mkt
BT Podcasts at: http://bt.sg/pcOM
PropertyBT at: http://bt.sg/btpropertybt
BT Market Focus at: http://bt.sg/btmktfocus
BT Branded Podcasts: http://bt.sg/btbrpod
BT Lens On: http://bt.sg/btlenson
#BTPodcast
See omnystudio.com/listener for privacy information.
Why do wealthy families grapple with the challenges of how to enhance their wealth for generations and still keep close family ties? Families who have figured out the purpose of their wealth and their role as stewards take the first step towards a long-lasting legacy.
Learn to protect and grow your wealth in this monthly Business Times podcast series for affluent individuals, hosted by BT wealth editor Genevieve Cua.
Highlights:
02:05 Insights on enhancing family ties and wealth for generations
05:24 Conversations on the purpose of money
07:26 Important questions to ask on the purpose of wealth
09:42 Anthonia’s experience on setting up her own impact portfolio
14:08 How families can get started on purposeful capital
Written and hosted by: Genevieve Cua ([email protected])
With Anthonia Hui, founder and Singapore head of a multi-family office
Edited by: Howie Lim & Claressa Monteiro
Recording engineer: Joann Chai Pei Chieh
Produced by: BT Podcasts, The Business Times, SPH Media
—
Follow WealthBT podcasts and rate us at:
Channel: http://bt.sg/btwealthbt
Apple Podcasts: http://bt.sg/wbAP
Spotify: http://bt.sg/wbSP
Google: http://bt.sg/wtGO
Website: http://bt.sg/wealthbt
Feedback to: [email protected]
Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.
Discover more BT podcast series:
BT Money Hacks Podcast at: https://bt.sg/btmoneyhacks
BT Mark To Market Podcast at: http://bt.sg/btmark2mkt
BT Podcasts at:http://bt.sg/pcOM
PropertyBT at: http://bt.sg/btpropertybt
BT Market Focus at: http://bt.sg/btmktfocus
BT Branded Podcasts: http://bt.sg/btbrpod
See omnystudio.com/listener for privacy information.
Your feedback is valuable to us. Should you encounter any bugs, glitches, lack of functionality or other problems, please email us on [email protected] or join Moon.FM Telegram Group where you can talk directly to the dev team who are happy to answer any queries.