Vincent Chui is managing director and head of wealth management, Asia Pacific for Morgan Stanley. He is also the Chief Executive of Morgan Stanley Bank Asia Limited, a licensed bank in Hong Kong. Prior to assuming his current role, he was the head of institutional equity distribution for Asia Pacific, responsible for the distribution of primary and secondary Asia equity products globally.

Vincent started his career with the Administrative Service of the Hong Kong Government and remains active in public service. Vincent holds an MBA jointly conferred by the Kellogg School of Management, Northwestern University and HKUST Business School, and a BBA (Hons) from the Chinese University of Hong Kong. He attended postgraduate studies in public administration at the University of Oxford. He is a member of the Hong Kong Academy of Finance and a fellow of the Hong Kong Securities and Investment Institute.

Amy has over 30 years of experience in the banking industry. Since joining UBS in 1995, she has held a number of senior management positions including regional head of ultra high net worth and global family office in Asia. Today, the ultra-high net worth business is the leading wealth manager for ultra-high net worth individuals in the region.

Actively involved in the development of the private banking industry in Hong Kong, Amy chairs the executive committee of the Hong Kong Private Wealth Management Association (PWMA), and is a board member of the Hong Kong Financial Services Development Council (FSDC).

In recognition of her contribution to the wealth management industry, Amy was named Private Banker of the Year in the Asian Private Banker Awards for Distinction 2020. She also received the Executive Award at the DHL/SCMP Business Awards 2018 for her efforts in building UBS as a corporate citizen in Hong Kong.

Yi Wang is managing director and head of quantitative investment at CSOP Asset Management Ltd. He oversees all ETF product investment activities including equity ETFs, leveraged and inverse ETPs, money market fund ETFs and fixed income ETFs. He also oversees the active fixed income portfolio management. He is a voting member within the CSOP investment committee and deputy chairman of the CSOP responsible investment committee.

Prior Joining CSOP, Yi was in Redington LLP (London) focusing on UK and EU pension/insurance investment solutions. He graduated from the University College of London with a major in mathematics and CASS Business School with a master’s degree in actuarial science.

Peter is a seasoned private banker with close to 30 years of experience managing UHNW and family offices in Hong Kong and Mainland China. He honed his career building teams to grow the private wealth management business in Morgan Stanley, covering UHNW/family office clients, and championing the ‘Billionaire’ coverage teams as the UHNW region head of Greater China in UBS. Peter joined Standard Chartered from DBS Hong Kong, where he was head of Greater China Region Private Bank and Treasures Private Clients. Prior to DBS, Peter was a partner of a global investment and advisory firm focusing on smart city investments in Mainland China.

Peter graduated with a major in Asian studies and economics from the University of California, Berkeley, and holds an MBA in corporate finance from the Columbia Business School.

David Louie is the CEO and head of North Asia, EFG Bank AG, Hong Kong.

David Louie is responsible for driving EFG’s growth momentum in the Hong Kong market and a member of EFG Bank’s Asia business committee. David Louie is a highly experienced wealth management professional with over 38 years in the industry. Before joining EFG, he served as market group head China at Credit Suisse for 11 years. He was also a member of the APAC management committee and an executive officer for Credit Suisse AG’s Hong Kong Branch.

Prior to that, David Louie was a vice chair at Safra Sarasin. He also held senior roles in Clariden Leu Asset Management (Hong Kong) Limited and Deutsche Bank AG Hong Kong.

Victor Aerni is an equity partner of the Pictet Group and was appointed CEO of Pictet Wealth Management (PWM) Asia effective April 1, 2023. Before this, he was the zone head, responsible for German speaking Switzerland at PWM since April 2009, while also overseeing the PWM Zurich office covering multiple markets in Europe as well as Asia. During his tenure, he developed Pictet into a leading wealth manager in the German speaking part of Switzerland.

Prior to joining the firm, he was at the Boston Consulting Group for 16 years, where he was promoted to a partner in 2000 at the age of 31. His management consulting activities covered banking in Switzerland as well as the global private banking and wealth management businesses.

He has a degree in international business and economics from Sophia University, Tokyo, where he lived for four years. He speaks fluently Spanish (mother tongue), German, English, French, Italian and Japanese.

Joseph has over 20 years of banking experience and joined DBS in 2016 from UBS, where he was southeast head of its ultra-high net-worth segment. He was also the head of global family office, Southeast Asia. Joseph was leading the businesses that drove the strategic growth for UBS’ highest valued clients by delivering bespoke solutions across the bank’s investment banking, asset management and wealth management divisions.

At DBS,  he leads a team of over 100 and is responsible for driving and delivering across the region.Joseph graduated with a Bachelor of Commerce and Administration, and a Bachelor of Arts, from Victoria University of Wellington, New Zealand. He is a CFA charterholder and has served as a board member of the Chartered Financial Analyst Association Singapore for 16 years.

Chin Lit Yee is head Southeast Asia and is responsible for Julius Baer’s business presence and client base in Southeast Asia, leading relationship management teams and senior bankers.

A veteran in the financial industry, Chin Lit has broad experience in the financial markets for over 30 years and pioneered several investment advisory teams at various private banking establishments.

Always striving to reinvent himself, Chin Lit collaborates with institutions to offer clients new levels of advisory services that are both relevant and intuitive. His ability to lead, build and motivate private bankers to perform at their utmost, was a result of him being very hands-on in managing his teams and leveraging their strengths, expertise and diversity to provide best-in-class day-to-day services to clients.

Before joining Bank Julius Baer, Chin Lit was the managing director and head of Indonesian Market at Coutts & Co Ltd, Singapore. Prior to that, Chin Lit held managing director roles at Credit Suisse AG, Clariden Leu and Deutsche Bank AG. In those roles, Chin Lit’s key areas of responsibilities were building and managing teams to meet the investment advisory and wealth management needs of clients in the Singapore and Indonesian markets. He started his private banking experience in the early 1990s with stints at Swiss Bank Corporation and JP Morgan.

Chin Lit graduated with a Bachelor in Business Administration Degree from the National University of Singapore in 1988, and started his banking career with Citicorp Investment Bank.

Jin Yee Young is co-head UBS Global Wealth Management, Asia Pacific, with primary responsibility for Singapore, Southeast Asia and onshore locations. Additionally, Jin Yee also holds the role of country head UBS Singapore.

In these roles, Jin Yee will continue to strengthen the strategic positioning of Singapore and Southeast Asia by increasing market share and delivering UBS’s growth strategy within Asia Pacific.

Jin Yee has more than 25 years of experience in Asia’s wealth management industry. Prior to joining UBS, Jin Yee Young was managing director and head of the international private bank Asia Pacific at Deutsche Bank AG. She was with Credit Suisse for almost 20 years and her last role with Credit Suisse was deputy head of wealth management APAC, head of wealth management Singapore, deputy CEO Singapore and CEO for SymAsia Foundation.

Jin Yee holds a Bachelor of Arts and Social Sciences (Honors) from the National University of Singapore, majoring in economics.

Michael Blake is CEO Asia for Union Bancaire Privée (UBP). In this capacity, he is responsible for the leadership and development of UBP’s wealth management business in Asia. He brings to the role a track record of leading cross-cultural teams during periods of growth and transformational change.

Michael joined UBP in 2016 upon its successful acquisition of Coutts International. Prior to this, he was chief executive of Coutts International with responsibility for leading its international wealth management business and overseeing its integration with UBP in Europe and Asia.

Michael has lived in Asia for much of the past two decades and is active in various international affairs forums. He read philosophy, politics and economics at Oxford University and studied Mandarin in Beijing.

Omar Shokur was appointed chief executive officer, Asia, and branch manager of Indosuez Wealth Management Singapore in July 2019, and is responsible for Indosuez’s business and development strategy in Asia.

Prior to his current appointment based in Singapore, Omar was head of markets, investment and structuring teams for Indosuez in Switzerland and Asia since 2017. He is also a member of the executive committee of CA Indosuez (Switzerland) SA.

Omar first joined Crédit Agricole Private Banking Services in 2001 (which became Azqore in 2018). Since then, he has held several key positions across the Crédit Agricole Group.

Omar holds a Masters in Mathematics from Ecole Polytechnique Fédérale de Lausanne (EPFL), obtained in collaboration with the Massachusetts Institute of Technology (MIT) in Boston (2001). He also holds an MBA from the IMD business school in Lausanne (2006). He speaks fluent English, French, Italian and Persian.

Pamela Hsu Phua is chief executive Officer Asia of VP Bank, which is headquartered in Liechtenstein. Based in Singapore, she is responsible for driving the bank’s unique open investment architecture, corporate growth, and strategic operations in Asia.

With more than 20 years of experience in international banking gained in Hong Kong, Singapore and Switzerland, Pamela is a proven and well-respected leader in the Asian region and beyond, with an excellent track record in the family office and intermediaries space. She has an extensive network throughout Asia’s financial markets and was head of Pictet’s Asia Family Office before joining VP Bank.

She holds a bachelor’s degree in business administration, majoring in finance and international business from the National University of Singapore. She is a board member of Child’s Dream Association – Switzerland, and sits on the global board of International Care Ministries.

Christine Wong joined as Bank of Singapore’s head of wealth planning, Greater China and North Asia, at its Hong Kong branch in May 2022. She is responsible for managing and growing the bank’s wealth planning, family office and trust offerings where she and her team will provide holistic solutions to clients in Greater China and North Asia.

Christine is an industry veteran with over 25 years of trust and wealth planning experience, assisting wealthy families in Greater China and North Asia on the strategic structuring of their trust, tax, estate and succession plans. She has held a variety of senior wealth planning positions within the wealth management industry, including Edmond de Rothschild, Credit Suisse and HSBC Private Bank, where she was the head of private wealth solutions for Greater China.

Christine holds a Bachelor of Commerce degree in accounting and finance, and a Bachelor of Law degree. She is fluent in Mandarin, English and Cantonese.

Based in Singapore, Wee-Kiat Tan is co-chief investment officer and head of the discretionary portfolio management team at Morgan Stanley Private Wealth Management Asia. He is responsible for the team’s investment strategy as well as equities-related portfolios.

Prior to this, Wee-Kiat was the firm’s head of research in Indonesia and was instrumental in growing the team, which was ranked No. 1 in 2015 and No. 2 in 2014 in Institutional Investor’s All-Asia Research Team survey. Before that, Wee-Kiat led the Hong Kong/China energy research team in Hong Kong. He joined Morgan Stanley in 2007 from ABN Amro, where he was the head of energy and materials research in Hong Kong. He started his career in CSFB Singapore as an industrial analyst.

Wee-Kiat graduated with a Bachelor of Business (1st Class Honours) from the University of Technology Sydney.

Evonne Tan has been head of Barclays Private Bank Singapore since March 2021. She is a member of the Barclays Singapore Management Team which oversees business strategy, risk management and governance for the Barclays Bank PLC Singapore Branch.

A banking veteran with three decades of expertise in the financial services sector, Evonne has expertise in bespoke one-bank and structured financing solutions, and private wealth management, covering primarily UHNW families and their family offices. She advises UHNW clients on various aspects of investments and structuring, including asset allocation, portfolio management, structured financing solutions, family office advisory and family governance, among others. Evonne also works closely with clients on their sustainability objectives and impact investments.

Prior to Barclays, Evonne was market team head for the UHNW Singapore business at UBS Singapore. Evonne is a graduate of the National University of Singapore and holds a master’s degree in advanced finance from the University of Bern and a master’s degree in wealth management from the University of Rochester – Simon Business School.

Stefan leads the investments and wealth solutions team for HSBC in Asia Pacific to deliver best-in-class wealth products and solutions to clients of wealth and personal banking. Stefan is responsible for the chief investment office, discretionary and advisory mandates, capital markets, funds, alternatives and insurance solutions in Asia-Pacific.

Before joining HSBC in October 2021, Stefan has held a number of key product and investment roles within global wealth management and asset management in UBS for close to 20 years. In his role of head CIO global investment management, Asia Pacific, Stefan had end-to-end responsibility for discretionary and advisory mandates, funds, alternatives and wealth planning, which included product development, portfolio construction and management, sales and risk management. He was also global head strategist and head of global investment solutions for Asia Pacific at UBS Asset Management.

Stefan is CFA and holds a master’s degree from the University of Zurich and an MBA from Columbia Business School.