APB Summit 2025 Hong Kong & Singapore

Hong Kong  |  14 October 2025 Singapore  |  16 October 2025

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APB Summit 2025 is the flagship event for Asia’s private wealth management industry, uniting over 800 of the region’s most influential leaders — from fund selectors and investment advisors to CIOs, market heads, and relationship managers — who are collectively shaping the future of private banking across the Asia Pacific.

Headline Speakers

Amy Lo Chairman, UBS Global Wealth Management Asia, Head and Chief Executive Hong Kong, UBS
Jin Yee Young Managing Director, Co-Head Global Wealth Management, Asia Pacific & Country Head, UBS Singapore, UBS
Lok Yim Regional Head of Global Private Banking, Asia Pacific, HSBC
Joseph Poon Group Head, DBS Private Bank
Peter Tung Managing Director & Regional Head, Greater China & North Asia, Standard Chartered Bank
Jimmy Lee Member of Global Wealth Management Committee, Region Head Asia, Julius Baer
David Shick Market Head Greater China Hong Kong, Branch Manager Hong Kong, Julius Baer
Vincent Chui Chief Executive Officer, Morgan Stanley Private Wealth Management Asia
Jason Moo Chief Executive Officer, Bank of Singapore
Arnaud Tellier Chief Executive Officer, Asia, BNP Paribas Wealth Management
Alison Lim Chief Executive Officer, Singapore Branch,Banque Pictet & Cie SA
Michael Blake Chief Executive Officer Asia, Union Bancaire Privée
  View more speakers
 

Agenda This agenda is subject to change

08:30 – 09:00
Registration and networking coffee
09:00 – 09:05
Welcome remarks
09:05 – 09:50
Opening panel discussion Behind the rebound: Momentum in North Asia’s private wealth business
  • What has been fuelling the robust investment landscape?
  • Business highlights from CEOs and global leaders: What excites you and what keeps you awake at night?
  • Are you expanding your exposure to new markets and what innovations have you been implementing in your strategies?

Speakers:

Amy Lo UBS
David Shick Julius Baer
Arnaud Tellier BNP Paribas Wealth Management
Chad Phillips Nuveen
09:50 – 10:20
Panel discussion Navigating the future of alternative investments: Strategies for success
  • Macroeconomic implications for alternatives: How have recent market movements (interest rates, inflation, liquidity) altered the value proposition of alternative investments? Which alternative asset classes are poised for significant growth in the next 12 months? What are the emerging trends and opportunities?
  • Harnessing the Power of Convergence: Explore how the integration of public and private credit can unlock unique avenues for maximising returns while effectively managing risk in today’s volatile market.
  • Innovative Diversification Strategies: Are alternatives still considered ‘alternative’, or are they evolving into core components of investment portfolios?
  • Case Studies and Real-World Applications: Learn from industry leaders through case studies that illustrate successful investment strategies and the tangible benefits of innovative thinking in alternatives. We will also explore the implications for portfolio construction and the importance of investor education in this evolving landscape.

Speakers:

​​Lily Chan Goldman Sachs
Mathieu Forcioli HSBC
Ryan Kelly, CFA PGIM
10:20 – 10:40
Fireside chat The great global restructuring

As the global economic order undergoes seismic shifts, investors face big questions: Can the US’ winning formula of innovation, productivity, and shareholder-first governance still deliver outsized returns? And what does that mean for the rest of the world? Building on our foundational research into American exceptionalism, we now explore the resilience of the US economic model amid rising geopolitical tensions, accelerating tech disruption, and shifting trade dynamics. From AI’s potential to supercharge productivity and reshape GDP growth, to the future of the US dollar’s reserve status, we tackle the forces redefining global competitiveness.

Speaker:

Winnie Kwan Capital Group
10:40 – 11:10
Networking break
11:10 – 11:40
Panel discussion Setting the strategic roadmap with Greater China assets
  • How are shifts in wealth client expectations and asset allocation strategies being influenced by the momentum of China’s markets and current dynamics?
  • What is the significance and allocation of China assets (equities, bonds, ETFs) within your portfolio?
  • Considering China’s economic, regulatory, and innovation landscape, what is your outlook for future growth?

Speakers:

Heidi Cai ChinaAMC (HK)
Lemuel Lee BNP Paribas Wealth Management
Peter Tung Standard Chartered Bank
11:40 – 12:10
Panel discussion Alternative investments: Unlocking opportunities for wealth clients
  • What are some key trends in private credit, real assets, and private equity looking ahead to the end of 2025 and into 2026? How do alternatives serve as diversifier for downside protection?
  • Which new frontiers in alternatives and Private Markets are you most excited about? – Discover how asset-based finance can generate opportunities for wealth investors – What impact do you expect to come from AI
  • How can investors adapt their asset allocation strategy in an evolving marketplace?

Speakers:

Christina Au-Yeung Morgan Stanley
Mischa Bitton Standard Chartered Bank
Johann Santer Blue Owl
12:10 – 12:40
Panel discussion Converging not emerging

Emerging Markets have demonstrated convergence in behavior to developed markets. This has occurred in areas such as their ability to manage fiscal balances, hold elections, control inflation and attract FDI. Policy makers have consistently mimicked the behavior of developed market counterparts in developing stable fiscal and monetary frameworks. Evidence is the resilience of emerging market assets has been their ability to withstand higher rate environments, global financial slowdowns, regional military incursions and commodity downturns. The vulnerability of the pre-2000s is a thing of the past. Emerging markets, having converged to developed market standards, have become a core portfolio holding.

Speakers:

Lina Lim HSBC
Ihab Salib Federated Hermes
Connie Sin Nomura
12:40 – 14:00
Networking lunch
14:00 – 14:45
Panel discussion Embracing uncertainty for the next era of growth
  • How are client requirements and expectations shifting?
  • Alpha generation vs. downside protection – how can we find a balance through alternatives in our portfolios?
  • Strategies for growth and wealth preservation for the next era

Speakers:

Lok Yim HSBC
Vincent Chui Morgan Stanley Private Wealth Management Asia
Michael Blake Union Bancaire Privée
Nick Thorn EQT
14:45 – 15:15
Fireside Chat Fixed income playbook for 2026 – Opportunities and risks ahead
  • How are US policy shifts and geopolitical tensions influencing overall portfolio construction and global diversification in fixed income allocations?
  • Do you anticipate a gradual shift away from the US dollar, and what are the implications for bond supply and demand dynamics in other currencies, particularly in emerging markets?
  • How should client portfolios be positioned in light of interest rate movements?
  • What are the key considerations for fixed income strategies, and how is downside risk managed?

Speakers:

Shaun Casey, CFA BNY Investments
Kelvin Leung J.P. Morgan Private Bank
15:15 – 15:45
Closing panel
CIO Focus: Building a robust and resilient investment framework for long-term growth and capital preservation
  • How to navigate the disrupting global markets while managing portfolios with global exposure?
  • How are CIOs allocating capital to structural opportunities?
  • What new opportunities are emerging in the evolving private credit landscape?

Speakers:

Michael Comparato Benefit Street Partners (a Franklin Templeton company)
Cheuk Wan Fan HSBC Private Bank and Premier Wealth
Adrian Zuercher UBS Global Wealth Management Chief Investment Office
09:50 – 10:50 Opportunities within the Hong Kong/China market: Capitalizing on long-term growth momentum

  • Navigating a turbulent global macroeconomic backdrop with the resilience of China’s economy
  • How is AI generating structural growth opportunities?
  • What are the reforms of China’s technology sector and how does that enhance profitability?
  • Emerging market equities: Improved global market sentiment and potential for superior performance
  • Envision the growth of fixed income amid the rate-cutting cycle

Speakers:

Yi Wang, CFA CSOP Asset Management
Eva Lee UBS Global Wealth Management Chief Investment Office
Jason Lam DBS Bank
  How do we use AI to better serve our clients

  • The private banking industry is a people business. How can we leverage AI to understand our clients’ needs more efficiently and accurately?
  • We care about the clients’ suitability and investment goals. How can technology help us deliver idea generation, investment themes, and basket ideas in a more timely manner?
  • Communication is key to client relationships. How can AI improve suggestions to be more relevant to our clients?

Speaker:

Stephen Sun BBVA
12:30 – 13:30 An educational and interactive journey into systematic investing

This aims to be an educational and interactive session which goes under the hood of a leading systematic manager. Within a closed-door setting, Portfolio Manager Steven Wong will present a live demo of Acadian’s stock selection forecasts. Through this transparent demonstration, he will illustrate how fundamentals drive decision-making. Established in 1986, Acadian is widely recognized as a pioneer in the field of systematic investing. Acadian has been at the forefront of systematic research, signal development, and portfolio construction for almost 40 years. As of June 30,2025, Acadian manages $151bn of assets for investors globally, across equity, credit, and alternative strategies.

Speaker:

Steven Wong, Ph. D. Acadian
  Alpha by design: High-conviction, catalyst-driven credit in a new regime

Explore why opportunistic credit is increasingly viewed as a strategic allocation – given its ability to capture dislocations, capital structure complexity, and liquidity premiums.

  • Challenge benchmark constrained approaches by examining how focused, high conviction strategies can uncover more durable alpha through credit cycles.
  • Learn how we translate views into high conviction, catalyst-driven credit exposure – targeting mispriced, overlooked segments of the market where we believe price catalysts have the potential to drive repricing and accelerate total return.
  • Examine the structural drivers of volatility in today’s credit environment – and how a conviction-led approach can turn periods of dislocation and risk aversion into opportunity.

Speaker:

James Savastano, CFA Lord Abbett
14:30 – 15:30 Capitalizing on megatrends in a changing world

Megatrends may develop slowly, but their impact is profound. Today, we are witnessing transformative trends, from the surging energy demand driven by artificial intelligence to the rethinking of global supply chains, each presenting significant investment opportunities.

Join us for a session on investing in a world in transition, where we will explore the global megatrends reshaping our economy and the challenges and opportunities these transitions present. We will discuss how we assess long-term investment potential and integrate megatrends analysis in investment analysis and decision-making to build resilient equity portfolios in a changing world.

Speakers:

Clarice Avery, CFA® Mirova (an affiliate of Natixis Investment Managers)
Yvonne Leung J.P. Morgan Private Bank
Chun-Lai (C.L.) Wu UBS Global Wealth Management Chief Investment Office
08:30 – 09:10
Registration and networking coffee
09:10 – 09:15
Welcome remarks
09:15 – 10:10
Opening panel discussion Business highlights: Progress in Singapore’s private wealth business
  • What has been fuelling the robust private wealth sector landscape
  • Business highlights from CEOs: What excites you and what keeps you awake at night
  • Are you expanding your exposure to new markets, asset classes as well as strategies, and how?
  • How is the growth of private markets, particularly the evolution of private credit, influencing client portfolios?

Speakers:

Jin Yee Young UBS
Joseph Poon DBS Private Bank
Jimmy Lee Julius Baer
Jason Moo Bank of Singapore
Matthew Michelini Apollo Global Management
10:10 – 10:40
Panel discussion Navigating the future in credit investment: Strategies for success
  • Macroeconomic implications for alternatives: How have recent geopolitical upheaval and changing market dynamics (interest rates, monetary policy, inflation, heightened default risk, liquidity issues) altered the value proposition of alternative investments in the direct lending and private credit spaces?
  • Harnessing the power of convergence: Is the increased blurring of the lines between public and private credit creating new ways for investors to maximise returns and manage risks?
  • ⁠Are dedollarisation and the end to US exceptionalism a mirage or a reality? Exploring diversification opportunities – and their limits – in the post-Liberation Day world of credit investing.
  • What are the tangible opportunities for investors in today’s credit markets? Recipes for success from distressed debt to CLOs, emerging market debt to private infrastructure.

Speakers:

Antoine des Noyers, CAIA J.P. Morgan Private Bank
Ryan Kelly, CFA PGIM
Hakim Naji Nomura
10:40 – 11:10
Networking break
11:10 – 11:40
Panel discussion Converging not emerging

Emerging Markets have demonstrated convergence in behavior to developed markets. This has occurred in areas such as their ability to manage fiscal balances, hold elections, control inflation and attract FDI. Policy makers have consistently mimicked the behavior of developed market counterparts in developing stable fiscal and monetary frameworks. Evidence is the resilience of emerging market assets has been their ability to withstand higher rate environments, global financial slowdowns, regional military incursions and commodity downturns. The vulnerability of the pre-2000s is a thing of the past. Emerging markets, having converged to developed market standards, have become a core portfolio holding.

Speakers:

Ihab Salib Federated Hermes
Rishabh Saksena Julius Baer
Jansen Phee UBS Global Wealth Management
11:40 – 12:10
Panel discussion Alternative investments: Unlocking opportunities for wealth clients
  • What are some key trends in private credit, real assets, and private equity looking ahead to the end of 2025 and into 2026? How do alternatives serve as diversifier for downside protection?
  • Which new frontiers in alternatives and Private Markets are you most excited about? – Discover how asset-based finance can generate opportunities for wealth investors – What impact do you expect to come from AI
  • How can investors adapt their asset allocation strategy in an evolving marketplace?

Speakers:

Chee Jiun Wen Bank of Singapore
Johann Santer Blue Owl
Wee-Kiat Tan Morgan Stanley
12:10 – 12:40
Panel discussion Navigating megatrends for sustainable growth
  • How can investors with global exposure identify and mitigate risks while capitalizing on opportunities arising from evolving global trade and power dynamics?
  • What opportunities are presented by emerging trends, such as the escalating demand for energy infrastructure, and how can these contribute to equities portfolio enhancement?
  • How are CIOs and asset managers strategically managing market exposure and sustainability analysis to achieve long-term, sustainable growth, particularly amidst the shifting political landscapes of the US and other regions?

Speakers:

Clarice Avery, CFA® Mirova (an affiliate of Natixis Investment Managers)
James Cheo HSBC Private Bank and Premier Wealth
Prashant Bhayani BNP Paribas Wealth Management
12:40 – 14:00
Networking lunch
14:00 – 14:45
Panel discussion Southeast Asia focus: Gearing up for 2026 – growth, strategies, and expansion
  • How can we adapt and capitalise on the evolving macroeconomic landscape and the dynamic prospects of the Southeast Asia region?
  • How to maximise Singapore’s strategic financial hub position for regional expansion and growth?
  • What are the shifts in wealth client needs and risk tolerance?
  • Investing in private equity in SEA: The good, the bad, and the road ahead.

Speakers:

Tommy Leung HSBC
Paul Thompson J.P. Morgan Private Bank
Garth Bregman BNP Paribas Wealth Management
Alison Lim Banque Pictet & Cie SA
Abiel Tan EQT
14:45 – 15:15
Panel discussion 2026 investment landscape: Navigating market forces and building portfolio resilience
  • What are the primary risk factors that are affecting portfolios with global exposure?
  • How is the convergence of fixed income and private credit? How to assess and evaluate clients’ changing risk profiles and liquidity requirements?
  • How to construct more adaptive portfolios?

Speakers:

Shaun Casey, CFA BNY Investments
Jean Chia Bank of Singapore
Thomas Rupf VP Bank
15:15 – 15:45
Closing panel
The evolving paradigms of wealth and investment strategies
  • In light of market volatility, how have Strategic Asset Allocation strategies evolved, and how is the portfolio managed with global exposure?
  • What are your views on the dynamics of different asset classes within your portfolio, and have alternatives provided downside protection?
  • How do you see the development of closed and open-ended structures, and do you believe open-ended structures will cannibalize closed-ended ones?
  • What are the key considerations when partnering with GPs, and what factors contribute to the success of an evergreen vehicle?

Speakers:

Wey Fook Hou DBS Bank
Simon Jennings HarbourVest Partners
Shafali Sachdev BNP Paribas Wealth Management
09:50 – 10:50 Achieving global equities income growth through cycles
  • How do you approach building downside protection within your equities portfolio?
  • How can income streams be made more predictable?
  • What are some non-traditional income streams to consider?
  • What are some current growth opportunities, and how can one keep pace with rising markets?

Speakers:

Amanda Lee Citi Global Wealth
Richard Saldanha Aviva Investors
12:30 – 13:30 Fish where the fish are – Asia & China perspective

At Ninety One, we see Asia — and China in particular — as a region rich with opportunity despite growing market volatility. Inefficiencies and behavioural shifts continue to create attractive entry points for investors. By combining data-driven insights with deep fundamental research, we aim to identify best bottom-up opportunities. Our flexible, style-agnostic approach helps us navigate volatility and capture opportunities with confidence — positioning clients for long-term investment returns.

  • Asia and China Equities: the region continues to offer a broad and diverse opportunity set, shaped by structural shifts and evolving market dynamics, even amid short-term volatility.
  • Our Approach: With a style-agnostic lens, we remain adaptable in pursuing the most compelling opportunities across China and Asia equities.
  • Why It Matters: In an environment where style rotations can be sharp and unpredictable, flexibility is the key to consistent outperformance across market cycles.

Speaker:

Jen Ford Ninety One
  Alpha by design: High-conviction, catalyst-driven credit in a new regime

Explore why opportunistic credit is increasingly viewed as a strategic allocation – given its ability to capture dislocations, capital structure complexity, and liquidity premiums.

  • Challenge benchmark constrained approaches by examining how focused, high conviction strategies can uncover more durable alpha through credit cycles.
  • Learn how we translate views into high conviction, catalyst-driven credit exposure – targeting mispriced, overlooked segments of the market where we believe price catalysts have the potential to drive repricing and accelerate total return.
  • Examine the structural drivers of volatility in today’s credit environment – and how a conviction-led approach can turn periods of dislocation and risk aversion into opportunity.

Speaker:

James Savastano, CFA Lord Abbett
14:30 – 15:30 Royalties: Further diversify your investment portfolios

At Partners Group, we like royalties: They are long dated, offer the potential to generate attractive and stable yields, and have low correlation to traditional investments.

  • What is a royalty?
  • How do you invest in royalties at Partners Group?
  • Can you share some royalty examples to elaborate on the advantages of this asset class?
  • How can royalties enhance investors’ investment portfolios?

Speaker:

Sunnie Yun Partners Group
  An educational and interactive journey into systematic investing

This aims to be an educational and interactive session which goes under the hood of a leading systematic manager. Within a closed-door setting, Portfolio Manager Steven Wong will present a live demo of Acadian’s stock selection forecasts. Through this transparent demonstration, he will illustrate how fundamentals drive decision-making. Established in 1986, Acadian is widely recognized as a pioneer in the field of systematic investing. Acadian has been at the forefront of systematic research, signal development, and portfolio construction for almost 40 years. As of June 30,2025, Acadian manages $151bn of assets for investors globally, across equity, credit, and alternative strategies.

Speakers:

Amanda Lee Citi Global Wealth
Steven Wong, Ph. D. Acadian
 

Speakers

Amy Lo Chairman, UBS Global Wealth Management Asia, Head and Chief Executive Hong Kong, UBS
Jin Yee Young Managing Director, Co-Head Global Wealth Management, Asia Pacific & Country Head, UBS Singapore, UBS
Lok Yim Regional Head of Global Private Banking, Asia Pacific, HSBC
Joseph Poon Group Head, DBS Private Bank
Peter Tung Managing Director & Regional Head, Greater China & North Asia, Standard Chartered Bank
Jimmy Lee Member of Global Wealth Management Committee, Region Head Asia, Julius Baer
David Shick Market Head Greater China Hong Kong, Branch Manager Hong Kong, Julius Baer
Vincent Chui Chief Executive Officer, Morgan Stanley Private Wealth Management Asia
Jason Moo Chief Executive Officer, Bank of Singapore
Arnaud Tellier Chief Executive Officer, Asia, BNP Paribas Wealth Management
Alison Lim Chief Executive Officer, Singapore Branch,Banque Pictet & Cie SA
Michael Blake Chief Executive Officer Asia, Union Bancaire Privée
Christina Au-Yeung Executive Director, Head of Investment Management Services (IMS), PWM Asia, Morgan Stanley
Clarice Avery, CFA® Client Portfolio Manager, Mirova (an affiliate of Natixis Investment Managers)
Prashant Bhayani Chief Investment Officer, Asia, BNP Paribas Wealth Management
Mischa Bitton Executive Director, Head, Alternative Investments, Managed Investment, Wealth Management, Standard Chartered Bank
Garth Bregman Head of Wealth Management Singapore & Southeast Asia, BNP Paribas Wealth Management
Heidi Cai Head of International Business, ChinaAMC (HK)
Shaun Casey, CFA Senior Portfolio Manager, BNY Investments
​​Lily Chan Head of Alternatives for Wealth in Asia Pacific, Asset & Wealth Management; Head of Alternative Capital Markets in Asia Pacific, Goldman Sachs
Chee Jiun Wen Head of Alternative Investments, Bank of Singapore
James Cheo Chief Investment Officer, Southeast Asia and India, HSBC Private Bank and Premier Wealth
Jean Chia Global Chief Investment Officer, Bank of Singapore
Michael Comparato Senior Managing Director, Head of Real Estate, Benefit Street Partners (a Franklin Templeton company)
Antoine des Noyers, CAIA Managing Director, Southeast Asia Head of Alternative Investments, J.P. Morgan Private Bank
Cheuk Wan Fan Managing Director, Chief Investment Officer, Asia, HSBC Private Bank and Premier Wealth
Mathieu Forcioli Global and Asia Pacific Regional Head of Alternatives, Wealth and Premier solutions, HSBC
Jen Ford Investment Director, Ninety One
Wey Fook Hou Managing Director, Chief Investment Officer, DBS Bank
Simon Jennings Managing Director, HarbourVest Partners
Ryan Kelly, CFA Head of Special Situations, PGIM
Winnie Kwan Partner, Global Portfolio Manager, Capital Group
Jason Lam Vice President, Investment Strategy – Team Head, Chief Investment Office (North Asia), DBS Bank
Amanda Lee Head of Traditional & Portfolio Specialists – Japan, Asia North, Australia & Asia South, Citi Global Wealth
Eva Lee Head Greater China Equities, UBS Global Wealth Management Chief Investment Office
Lemuel Lee Managing Director, Head of Wealth Management Hong Kong, BNP Paribas Wealth Management
Kelvin Leung Kelvin Leung, Executive Director, Head of Discretionary Fixed Income Asia, J.P. Morgan Private Bank
Tommy Leung Head of Global Private Banking, South and Southeast Asia, HSBC
Yvonne Leung Managing Director & Head of Managed Solutions, Asia, J.P. Morgan Private Bank
Lina Lim Regional and Hong Kong Head of Discretionary and Funds, Asia Pacific, Wealth and Premier Solutions, HSBC
Matthew Michelini Partner, Head of Asia-Pacific, Apollo Global Management
Hakim Naji Executive Director, Alternative & Managed Investments, Nomura
Jansen Phee Head Global Investment Management APAC Fund Investment Solutions & Head Global Investment Management China, UBS Global Wealth Management
Chad Phillips Global Head of Nuveen Real Estate, Nuveen
Thomas Rupf Co-head Singapore and CIO Asia, VP Bank
Shafali Sachdev Head of Investment Services, Asia, BNP Paribas Wealth Management
Rishabh Saksena Co-Head Global Asset Class Specialists, Julius Baer
Richard Saldanha Portfolio Manager, Global Equities, Aviva Investors
Ihab Salib Senior Portfolio Manager, Head of International Fixed Income Group, Federated Hermes
Johann Santer Senior Managing Director, Head of Private Wealth APAC, Blue Owl
James Savastano, CFA Head of Asia Pacific & Middle East | Investment Strategist, Lord Abbett
Connie Sin Head of Funds & Alternatives, International Wealth Management, Nomura
Stephen Sun Head of Equity and Investment Solutions Sales Asia, BBVA
Abiel Tan Director, Private Equity Asia, EQT
Wee-Kiat Tan Executive Director, Chief Investment Officer (CIO), Head of Discretionary Portfolio Management (DPM), Private Wealth Management Asia, Morgan Stanley
Paul Thompson Managing Director, Head of Singapore and Southeast Asia, J.P. Morgan Private Bank
Nick Thorn Managing Director – Client Relations & Capital Raising, EQT
Yi Wang, CFA Deputy-CEO, Chief Investment Officer, Head of Investment, CSOP Asset Management
Steven Wong, Ph. D. Vice President, Portfolio Manager, Research, Acadian
Chun-Lai (C.L.) Wu Head Asia Asset Allocation, UBS Global Wealth Management Chief Investment Office
Sunnie Yun, CFA, CAIA Head of Private Wealth Southeast Asia and Korea, Member of Management, Partners Group
Adrian Zuercher Co-Head Global Asset Allocation & Co-Head Global Investment Management APAC, UBS Global Wealth Management Chief Investment Office
Amy Lo Chairman, UBS Global Wealth Management Asia, Head and Chief Executive Hong Kong, UBS
Lok Yim Regional Head of Global Private Banking, Asia Pacific, HSBC
Peter Tung Managing Director & Regional Head, Greater China & North Asia, Standard Chartered Bank
David Shick Market Head Greater China Hong Kong, Branch Manager Hong Kong, Julius Baer
Vincent Chui Chief Executive Officer, Morgan Stanley Private Wealth Management Asia
Arnaud Tellier Chief Executive Officer, Asia, BNP Paribas Wealth Management
Michael Blake Chief Executive Officer Asia, Union Bancaire Privée
Christina Au-Yeung Executive Director, Head of Investment Management Services (IMS), PWM Asia, Morgan Stanley
Clarice Avery, CFA® Client Portfolio Manager, Mirova (an affiliate of Natixis Investment Managers)
Mischa Bitton Executive Director, Head, Alternative Investments, Managed Investment, Wealth Management, Standard Chartered Bank
Heidi Cai Head of International Business, ChinaAMC (HK)
Shaun Casey, CFA Senior Portfolio Manager, BNY Investments
​​Lily Chan Head of Alternatives for Wealth in Asia Pacific, Asset & Wealth Management; Head of Alternative Capital Markets in Asia Pacific, Goldman Sachs
Michael Comparato Senior Managing Director, Head of Real Estate, Benefit Street Partners (a Franklin Templeton company)
Cheuk Wan Fan Managing Director, Chief Investment Officer, Asia, HSBC Private Bank and Premier Wealth
Mathieu Forcioli Global and Asia Pacific Regional Head of Alternatives, Wealth and Premier solutions, HSBC
Ryan Kelly, CFA Head of Special Situations, PGIM
Winnie Kwan Partner, Global Portfolio Manager, Capital Group
Eva Lee Head Greater China Equities, UBS Global Wealth Management Chief Investment Office
Lemuel Lee Managing Director, Head of Wealth Management Hong Kong, BNP Paribas Wealth Management
Kelvin Leung Kelvin Leung, Executive Director, Head of Discretionary Fixed Income Asia, J.P. Morgan Private Bank
Yvonne Leung Managing Director & Head of Managed Solutions, Asia, J.P. Morgan Private Bank
Lina Lim Regional and Hong Kong Head of Discretionary and Funds, Asia Pacific, Wealth and Premier Solutions, HSBC
Chad Phillips Global Head of Nuveen Real Estate, Nuveen
Ihab Salib Senior Portfolio Manager, Head of International Fixed Income Group, Federated Hermes
Johann Santer Senior Managing Director, Head of Private Wealth APAC, Blue Owl
James Savastano, CFA Head of Asia Pacific & Middle East | Investment Strategist, Lord Abbett
Connie Sin Head of Funds & Alternatives, International Wealth Management, Nomura
Stephen Sun Head of Equity and Investment Solutions Sales Asia, BBVA
Nick Thorn Managing Director – Client Relations & Capital Raising, EQT
Yi Wang, CFA Deputy-CEO, Chief Investment Officer, Head of Investment, CSOP Asset Management
Steven Wong, Ph. D. Vice President, Portfolio Manager, Research, Acadian
Chun-Lai (C.L.) Wu Head Asia Asset Allocation, UBS Global Wealth Management Chief Investment Office
Adrian Zuercher Co-Head Global Asset Allocation & Co-Head Global Investment Management APAC, UBS Global Wealth Management Chief Investment Office
Jin Yee Young Managing Director, Co-Head Global Wealth Management, Asia Pacific & Country Head, UBS Singapore, UBS
Joseph Poon Group Head, DBS Private Bank
Jimmy Lee Member of Global Wealth Management Committee, Region Head Asia, Julius Baer
Jason Moo Chief Executive Officer, Bank of Singapore
Clarice Avery, CFA® Client Portfolio Manager, Mirova (an affiliate of Natixis Investment Managers)
Prashant Bhayani Chief Investment Officer, Asia, BNP Paribas Wealth Management
Garth Bregman Head of Wealth Management Singapore & Southeast Asia, BNP Paribas Wealth Management
Shaun Casey, CFA Senior Portfolio Manager, BNY Investments
Chee Jiun Wen Head of Alternative Investments, Bank of Singapore
James Cheo Chief Investment Officer, Southeast Asia and India, HSBC Private Bank and Premier Wealth
Jean Chia Global Chief Investment Officer, Bank of Singapore
Antoine des Noyers, CAIA Managing Director, Southeast Asia Head of Alternative Investments, J.P. Morgan Private Bank
Jen Ford Investment Director, Ninety One
Wey Fook Hou Managing Director, Chief Investment Officer, DBS Bank
Simon Jennings Managing Director, HarbourVest Partners
Jason Lam Vice President, Investment Strategy – Team Head, Chief Investment Office (North Asia), DBS Bank
Amanda Lee Head of Traditional & Portfolio Specialists – Japan, Asia North, Australia & Asia South, Citi Global Wealth
Tommy Leung Head of Global Private Banking, South and Southeast Asia, HSBC
Alison Lim Chief Executive Officer, Singapore Branch,Banque Pictet & Cie SA
Matthew Michelini Partner, Head of Asia-Pacific, Apollo Global Management
Hakim Naji Executive Director, Alternative & Managed Investments, Nomura
Jansen Phee Head Global Investment Management APAC Fund Investment Solutions & Head Global Investment Management China, UBS Global Wealth Management
Thomas Rupf Co-head Singapore and CIO Asia, VP Bank
Shafali Sachdev Head of Investment Services, Asia, BNP Paribas Wealth Management
Rishabh Saksena Co-Head Global Asset Class Specialists, Julius Baer
Richard Saldanha Portfolio Manager, Global Equities, Aviva Investors
Ihab Salib Senior Portfolio Manager, Head of International Fixed Income Group, Federated Hermes
Johann Santer Senior Managing Director, Head of Private Wealth APAC, Blue Owl
James Savastano, CFA Head of Asia Pacific & Middle East | Investment Strategist, Lord Abbett
Abiel Tan Director, Private Equity Asia, EQT
Wee-Kiat Tan Executive Director, Chief Investment Officer (CIO), Head of Discretionary Portfolio Management (DPM), Private Wealth Management Asia, Morgan Stanley
Paul Thompson Managing Director, Head of Singapore and Southeast Asia, J.P. Morgan Private Bank
Steven Wong, Ph. D. Vice President, Portfolio Manager, Research, Acadian
Sunnie Yun, CFA, CAIA Head of Private Wealth Southeast Asia and Korea, Member of Management, Partners Group
 
 

Lead Partners

Conversation Partners

 
 

Networking Partners

Brand Partner

Prize Partners

Location

Hong Kong

Grand Hyatt Hong Kong, 1 Harbour Rd, Wan Chai  

Singapore

The Westin Singapore, 12 Marina View, Asia Square Tower 2  

Contact Us

Email [email protected] for registration, speaker or sponsorship opportunities.
Hong Kong

Please provide your details to register for APB Summit 2025:

All registrations are subject to approval by Asian Private Banker. Should you encounter difficulties accessing the form, please submit your registration by emailing [email protected].

Singapore

Please provide your details to register for APB Summit 2025:

All registrations are subject to approval by Asian Private Banker. Should you encounter difficulties accessing the form, please submit your registration by emailing [email protected].

Michael Blake
Chief Executive Officer Asia, Union Bancaire Privée Michael Blake is CEO Asia for Union Bancaire Privée, having joined UBP in 2016 upon its successful acquisition of Coutts International. In this capacity, he is responsible for the leadership and development of UBP’s wealth management business in Asia. Michael, with his 20 years of experience, brings to the role a track record of leading cross-cultural teams during periods of growth and transformational change. Previously, 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 25 years and is active in various international affairs forums. He read Philosophy, Politics and Economics at Oxford University and studied Mandarin in Beijing.
Vincent Chui
Chief Executive Officer, Morgan Stanley Private Wealth Management Asia Vincent Chui is Managing Director and Head of Wealth Management, Asia Pacific for Morgan Stanley. He oversees the Firm’s wealth business across Asia and Australia. He is also the Chief Executive of Morgan Stanley Bank Asia Limited, a licensed bank domiciled in Hong Kong with operation in Hong Kong, Singapore and Mainland China. He has served in many public service roles and is currently a member of the Advisory Committee of Securities and Futures Commission of Hong Kong. Vincent joined Morgan Stanley in 1996 and served as the Global Head of Institutional Equity Distribution for Asia Pacific prior to assuming his current role. He holds a BBA (Hons) from The Chinese University of Hong Kong and is a recipient of the Beta Gam a Sigma Honoree Award. He also holds an MBA from Kellogg School of Management, Northwestern University and the Hong Kong University of Science and Technology.
Amy Lo
Chairman, UBS Global Wealth Management Asia, Head and Chief Executive Hong Kong, UBS Amy Lo is Chairman, Global Wealth Management Asia, Co-Head of Wealth Management Asia Pacific, Head and Chief Executive of UBS Hong Kong, and a Managing Director at UBS. 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) and the Hong Kong Academy for Wealth Legacy. She is also a member of the Banking Industry Training Advisory Committee of the Hong Kong Education Bureau and an advisor of Our Hong Kong Foundation. A passionate supporter of youth education and technological innovation in Greater China, Amy is a member of The Court and the MBA Advisory Board at The University of Hong Kong, and a member of the Advisory Committee of the Department of Social Work at The Chinese University of Hong Kong. She is also a Board Member of the UBS Optimus Foundation, the independent grant-making foundation that helps UBS clients improve the education and welfare of children globally. 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 and 2023. 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. She was also named by a top-tier Chinese media, China Business News, as one of the “Hong Kong Top 20 in the next 20 years” for her contribution to innovation developments in 2017.
David Shick
Market Head Greater China Hong Kong, Branch Manager Hong Kong, Julius Baer David Shick serves as Market Head Greater China Hong Kong and Branch Manager Hong Kong at Julius Baer, which he joined in 2016. As the country head for China based in Hong Kong, David is responsible for expanding the Bank’s business presence and client base across Greater China. With more than three decades of experience in the financial industry, David possesses a wide range of professional and management expertise. Prior to Julius Baer, he spent eight years in leadership as Market Leader China & Taiwan at Credit Suisse’s private banking unit, building a successful franchise that covered China, including Taiwan. David holds a Master of Business Administration from the Fuqua School of Business at Duke University, North Carolina, and a Bachelor of Business Administration from Simon Fraser University, British Columbia. He is a member of Duke University’s Fuqua School of Business East Asia Regional Advisory Board, and a member of the Executive Committee of the Private Wealth Management Association in Hong Kong.
Arnaud Tellier
Chief Executive Officer, Asia, BNP Paribas Wealth Management Arnaud Tellier is CEO, Asia at BNP Paribas Wealth Management and leads a regional team of around 1,000 private banking professionals across key markets in Asia. In his role, Arnaud defines the strategic direction of the business while overseeing its day-to-day management. Arnaud is passionate about the business; his hands-on approach ensures clients and their families can better navigate ever-changing markets in Asia, and across the world. He was awarded ‘Private Banker of the Year’ at the 2022 Asian Private Banker Awards for Distinction. Arnaud has held senior management positions at BNP Paribas for more than 20 years. His most recent role was head of wealth management, Singapore and Southeast Asia. A finance graduate of the French Business School, Arnaud is fluent in Spanish, French and English. A family person at heart; he is also an avid sports enthusiast.
Peter Tung
Managing Director & Regional Head, Greater China & North Asia, Standard Chartered Bank Peter is a member of the executive committee for the global Private Bank, Standard Chartered Hong Kong, and Standard Chartered Asia, and the Private Wealth Management Association in Hong Kong. He 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. After leaving Morgan Stanley in 2011, Peter joined UBS where he championed the ‘Billionaire’ coverage teams as the UHNW Region Head of Greater China. In 2016, Peter co-founded Lioncrest Global, a boutique investment and advisory firm focused on fund raising for startups. From 2020 to 2022, Peter was Regional Head of Greater China Region Private Bank and Treasures Private Clients at DBS Hong Kong, before joining Standard Chartered in August 2022.
Lok Yim
Regional Head of Global Private Banking, Asia Pacific, HSBC Lok Yim is regional head of HSBC Global Private Banking for Asia Pacific, where he leads a team of dedicated wealth management professionals across the region to serve the wealth needs of business owners and their families. Lok has over 25 years of experience in the banking industry, spanning investment solutions and wealth management in Hong Kong, the United Kingdom and Switzerland. Lok joined HSBC from Deutsche Bank in November 2023, where he was most recently CEO of Deutsche Bank AG, Hong Kong branch, responsible for the management and governance of the bank’s business and operations in Hong Kong. During his 16-year tenure with the bank, he has held senior positions in investment solutions, wealth management and private banking. Prior to that, Lok spent over 11 years at Citigroup where he served in both a wealth management and investment bank banking capacity. Lok holds a Master of Arts degree from Gonville and Caius College at University of Cambridge. He is based in Hong Kong
Jin Yee Young
Managing Director, Co-Head Global Wealth Management, Asia Pacific & Country Head, UBS Singapore, UBS 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, with a deep understanding of Asian markets and strong leadership skills garnered over the years. Prior to joining UBS, Jin Yee Young was Managing Director and Head of the International Private Bank Asia Pacific at Deutsche Bank AG. Jin Yee has over 25 years of Wealth Management experience. 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. Prior to these roles, she held senior leadership positions including Market Group Head for Singapore, Malaysia and South Asia Switzerland and various leadership roles in markets such as Indonesia, Taiwan, China, Hong Kong and Japan. Before joining Credit Suisse, she was with DBS Private Bank and Citibank Singapore. Jin Yee holds a Bachelor of Arts and Social Sciences (Honors) from the National University of Singapore, majoring in Economics.
Garth Bregman
Head of Wealth Management Singapore & Southeast Asia, BNP Paribas Wealth Management Garth has been Head of WM Singapore & Southeast Asia since 2023, leading the BNP Paribas WM business in the region, and overseeing the SEA, NRI and International Market front office teams. Prior to his current role, Garth was the Head of Investment Services Asia, responsible for the regional investment services platform across Singapore, Hong Kong and Taiwan. Garth has been based in Singapore with BNP Paribas WM since 2012, when he first joined as Head of DPM, Asia. He was previously Head of DPM and Head of Investment Advisory for BNP Paribas WM in London, and before this the Head of DPM for BNP Paribas WM in The Netherlands. Garth has significant experience leading teams in different regions, countries and markets in both the wealth management and asset management industries, and over the past more than two decades has worked closely with many family offices, UHNWI and institutional clients. Garth holds a Bachelor of Science degree with a double major in Actuarial Science and Philosophy, is a CFA charter holder, and holds an Executive MBA from INSEAD, where he graduated with distinction. He also holds a Master’s degree in Comparative East-West Philosophy from the University of Hawaii.
Heidi Cai
Head of International Business, ChinaAMC (HK) Ms. Heidi Cai joined ChinaAMC (HK) in 2023 to oversee the international business. Heidi has nearly two decades of experience in the financial industry. Prior to ChinaAMC (HK), Heidi worked as Head of ETF, Indexing and Smart Beta for Amundi in North Asia, as well as various regional roles in BlackRock and State Street. Heidi started her career in finance with HSBC Global Markets in London and Hong Kong. Ms. Cai holds a Bachelor of Business Administration with Honours from Peking University and is pursuing Executive Education with MIT Sloan School of Management.
Shaun Casey, CFA
Senior Portfolio Manager, BNY Investments Shaun joined Insight (a BNY Investments firm) Fixed Income Group in September 2014 as part of the Global Credit Team where his responsibilities include management of the credit allocations in absolute return strategies as well as supporting credit management on benchmarked global and total return strategies. Shaun graduated with a BSc in Economics from the University of Bath, holds the Investment Management Certificate from the CFA Society of the UK and is also a CFA charterholder.
Lily Chan
Head of Alternatives for Wealth in Asia Pacific, Asset & Wealth Management; Head of Alternative Capital Markets in Asia Pacific, Goldman Sachs Lily is head of Alternatives for Wealth within Asset & Wealth Management and head of Alternative Capital Markets for Asia Pacific. In her role, she oversees Asia Pacific alternative platforms and alternative product strategy across wealth client businesses. Lily works with leadership across the Client Solutions Group in Asia Pacific to drive the growth of Goldman Sachs’ alternative investing platform with individual investors across the region. She joined the firm in 2012 as an associate in Alternative Capital Markets team in Hong Kong and was named managing director in 2017. Prior to joining Goldman Sachs, Lily worked at Credit Suisse Asset Management, Archer Asia and KBC Asia fund of funds where her responsibilities included portfolio management, manager selection, investment due diligence and hedge fund advisory services. Lily earned a Bachelor of Commerce in Accounting from the University of Queensland in Australia.
Jean Chia
Global Chief Investment Officer, Bank of Singapore Jean Chia is Bank of Singapore’s Global CIO, responsible for the house view across Macroeconomics, Investment Strategy, FX, Equity & Fixed Income Research, as well as Discretionary Portfolio Management (DPM), Advisory Portfolio Management (APM) and Funds Selection teams at Bank of Singapore. Jean is a member of Bank of Singapore’s Global Management Committee and chairs the Bank’s Sustainable Investment Governance Committee. She also chairs the board of directors for BOS International Fund, Luxembourg and the OCBC Wealth Panel. Jean has over 25 years of experience in Private Banking and Asset Management. She was previously Head, Equities Advisory & Sales, responsible for the equities and derivatives business at Bank of Singapore, and Head of Client Advisory Services for Equities, Investment Products & Services at UBS Wealth Management, Singapore. Prior to UBS, she was Vice President, Head of Grassroots Research at Allianz Dresdner Asset Management (now known as Allianz Global Investors). Jean graduated with an MA in Philosophy, Politics and Economics from University of Oxford, UK. She is currently on the Development Advisory Board of St Hilda’s College, University of Oxford. Jean holds a Sustainable Finance certification from Cambridge Institute of Sustainable Leadership (CISL). She is a Financial Women’s Association of Singapore (FWA) Female Champion and the Institute of Banking and Finance (IBF) Fellow for Private Banking and Wealth Management. Jean is a Director on the Board of Mandai Nature, the conservation arm established by Mandai Wildlife Group and Temasek.
Michael Comparato
Senior Managing Director, Head of Real Estate, Benefit Street Partners (a Franklin Templeton company) Michael Comparato serves as President of FBRT. He is a senior managing director and the head of commercial real estate with Benefit Street Partners, based in our New York Office. Prior to joining BSP in 2015, Mr. Comparato was head of U.S. Equity Investments at Ladder Capital, where he led Ladder’s largest team that actively originated CMBS loans, structured/balance sheet loans, mezzanine loans and acquired strategic assets for the firm. Prior to joining Ladder, Mr. Comparato was president of BankAtlantic Commercial Mortgage Capital (BACMC), the CMBS affiliate of BankAtlantic, where he was responsible for managing all day-to-day operations. Mr. Comparato also previously ran Compson Holding Corporation, which made various equity investments in multiple different commercial real estate assets and publicly traded REITs. Mr. Comparato received a Bachelor of Science, Summa Cum Laude, from Babson College.
Chad Phillips
Global Head of Nuveen Real Estate, Nuveen Chad is Global Head of Nuveen Real Estate and is responsible for over $140 billion of commercial real estate equity and debt investments extending across 22 countries globally. He also chairs Nuveen Real Estate’s Global Executive Leadership Team, which oversees the platform’s strategic initiatives. Chad has nearly 25 years of experience in all facets of real estate investing and portfolio management. Prior to his current role, Chad was responsible for leading a global team of dedicated sector specialists that focused on workplace, healthcare, retail and mixed-use investments. He oversaw the overall strategy, performance and day-to-day activities of Nuveen Real Estate’s investments and fundraising across those sectors. Prior to joining the firm, Chad was a Portfolio Manager and Managing Director at Guggenheim Real Estate, where he oversaw their investments and U.S. open-end funds, including one that was a member of the NCREIF NFI-ODCE Index. He started his career at Banc of America Securities in the Real Estate Investment Banking and Debt Capital Markets groups. Chad graduated with a B.A. from Davidson College and a Master’s in Real Estate from Georgetown University.
Cheuk Wan Fan
Managing Director, Chief Investment Officer, Asia, HSBC Private Bank and Premier Wealth Cheuk Wan Fan is Chief Investment Officer, Asia for HSBC Private Bank and Premier Wealth and acts as a member of the Global Investment Committee for HSBC Private Bank and Premier Wealth and Chair of the Regional Investment Committee in Asia. In this capacity, she leads the Chief Investment Office in Asia focusing on developing investment strategies and themes across all asset classes for clients in the region. She is also responsible for driving investment content and regional product fulfilment strategies in Asia. Ms. Fan has over three decades of investment experience. Prior to joining HSBC in 2016, she worked for Credit Suisse Private Banking, serving as Managing Director and Chief Investment Officer Asia Pacific in 2013-2015, Head of Equity Research and Head of Research Asia Pacific in 2006-2013. Previously, Ms. Fan held senior China equity research roles for 11 years at ABN AMRO Bank, Cazenove Asia, BNP Peregrine Securities and Standard Chartered Securities. Ms. Fan was awarded by the Global Private Banking Innovation Awards for “Outstanding Contribution by Chief Investment Officer – Asia” in 2025 and 2024, and as “CIO of the Year in Asia” in 2023, in recognition of her achievements in spearheading the Digital CIO, CIO Model Portfolios, successful multi-asset investment strategies, high conviction themes and delivering superior investment advisory services for private banking clients. Her thought leadership was also recognised with the Best Investment Research in Asia, Hong Kong, and Singapore in the Euromoney 2025 Private Banking Awards. Before joining the banking industry, Ms. Fan was a political journalist specialised in Chinese and Hong Kong politics for seven years and was Political Editor of Hong Kong Economic Journal. She is a frequent speaker on leading global and local TV channels, including Bloomberg TV, CNBC, Cable TV, NOW TV and regular contributor for major media publications in Asia. Ms. Fan holds a Bachelor of Social Sciences from the University of Hong Kong, an MA in Area Studies (China) from the School of Oriental and African Studies of the University of London and an MBA from the Imperial College Business School in London.
Chee Jiun Wen
Head of Alternative Investments, Bank of Singapore Chee Jiun Wen is the Head of Alternative Investments at Bank of Singapore, responsible for the due diligence and advisory of private market fund investments, hedge funds and liquid alternatives. He joined from Julius Baer, where he focused on fund selection and advisory in Asia. Jiun Wen has prior experience at Partners Group and Cambridge Associates, assessing and selecting fund managers, providing consulting and investment solutions across asset classes and developing strategic partnerships in Asia. He started his career in Goldman Sachs and has a BSc (Hons) in Economics from the University of Warwick.
Mathieu Forcioli
Global and Asia Pacific Regional Head of Alternatives, Wealth and Premier solutions, HSBC Mathieu is currently global head and Asia Pacific head of alternatives, in HSBC’s global private banking and wealth division, based in Hong Kong. In this capacity, he oversees the offering of hedge funds, private equity funds, real estate funds and other private investment opportunities to HSBC’s private banking and wealth customers. Prior to joining HSBC, Mathieu set up the private markets offering of Antarctica Asset Management, a global platform allowing wealth managers to offer their clients access to a curated offering of hedge funds and private market funds. Before that, Mathieu set up and grew the Asia operations of Moonfare, an online platform allowing private individuals to invest in private equity funds. In the earlier part of his career, Mathieu held various leadership roles at UBS, including leadership of the wealth management private markets distribution team and the institutional investments group for APAC.
Jen Ford
Investment Director, Ninety One Jen is the Investment Director in the 4Factor team at Ninety One, overseeing product management and client engagement across the range of global and regional equity strategies. In this capacity, Jen represents the investment team in communicating the investment insights with a global client base, while also being responsible for developing investment solutions and addressing complex queries. Prior to joining Ninety One, Jen was a portfolio specialist at JPMorgan Asset Management in its US Equities team for five years and its Emerging Markets Asia Pacific Equities team for four years. Jen started her career in New York at Goldman Sachs Asset Management, where she was a portfolio specialist in the Quantitative Investment Strategies Group covering both long-only and hedge fund strategies. Jen earned a degree in Bachelor of Arts from Columbia University.
Wey Fook Hou
Chief Investment Officer, DBS Bank As the Chief Investment Officer, Hou Wey Fook invests the way he golfs – every shot carefully calculated for risk and reward. It’s a discipline he attributes to his training as an engineer, which means listening to the math even if it goes against human nature. Wey Fook joined DBS in September 2017, and is responsible for investment strategies in DBS, which include global strategic and tactical asset allocations for our clients. With over 30 years of fund management experience, Wey Fook was most recently at Bank of Singapore where he held various senior management roles, including Chief Investment Officer, and Head of Discretionary Portfolio Management (DPM) and Funds. Starting his career at Government of Singapore Investment Corp (GIC), Wey Fook joined OCBC Asset Management, and subsequently ING Asia Private Bank (later renamed Bank of Singapore). He holds a B.E. from the National University of Singapore, and is also a CFA charter holder.
Jason Lam
Vice President, Investment Strategy – Team Head, Chief Investment Office (North Asia), DBS Bank Jason is a Vice President and Investment Strategist of the Chief Investment Office (North Asia), Wealth Management of DBS Bank (Hong Kong) Limited. He joined DBS Bank (Hong Kong) Limited back in October 2017. Prior to his role change into the bank’s Wealth Management division in September 2025, Jason was a research analyst under Group Research of the bank, where he led both the award-winning China property equity research team and the HK/China credit research team. Jason received his Master of Finance degree from the Warwick Business School and a Bachelor’s Degree in Accounting and Finance from the University of Warwick in the UK.
Amanda Lee
Head of Traditional & Portfolio Specialists – Japan, Asia North, Australia & Asia South, Citi Global Wealth Amanda Lee is the Head of Traditional & Portfolio Specialists – Japan, Asia North, Australia & Asia South, for Citi Global Wealth Investments. She is responsible for driving the Citi Discretionary and Mutual Funds business across all client segments in Asia Pacific. Amanda has over 25 years of experience within the financial industry. Prior to joining Citi, she spent over12 years at JPMorgan Private Bank where she held various senior roles including Head of Investment Marketing, Mutual Fund Specialist, Managed Fixed Income Specialist, and most recently, Asia Managed Solutions Specialist. Amanda began her career as an Investment Planner at Citibank before she became a Premiere Relationship Banker at HSBC Bank. Subsequently, she spent over 7 years at Eastspring Asset Management where she held various key roles including Head of Distribution Sales, Investment Marketing and Head of Regional Business Development. Amanda holds a Bachelor degree in Business with a double major in Economics and Finance from RMIT University in Melbourne.
Yvonne Leung
Managing Director & Head of Managed Solutions, Asia, J.P. Morgan Private Bank Yvonne Leung is a Managing Director and Head of Managed Solutions at J.P. Morgan Private Bank in Asia. Based in Hong Kong, she serves as an impactful partner who works closely with Advisors and Portfolio Management teams in delivering core multi-asset managed solutions to clients and prospects in the region. Prior to joining J.P. Morgan, she spent six years at Goldman Sachs in Asia as an Executive Director in the Portfolio Management Group (PMG). Yvonne was a founding member of the Asia PMG team, which covers clients across different parts of Asia (ex. Japan). She interfaced directly with clients and advisors on investment philosophy, asset allocation, tactical views and portfolio customization. She was also responsible for overseeing trade execution and conducting portfolio reviews. Prior to that, she held various roles at HSBC Private Bank. She possesses more than 20 years of experience in the financial industry. Ms. Leung holds a Master of Studies degree from the Cambridge Institute of Sustainability Leadership (CISL) at the University of Cambridge, a Master of Business Administration degree from the Australian Graduate School of Management, and a Bachelor of Commerce degree from the University of British Columbia. She is also a CFA® charterholder.
Lina Lim
Regional and Hong Kong Head of Discretionary and Funds, Asia Pacific, Wealth and Premier Solutions, HSBC Lina Lim is the Managing Director, Regional and Hong Kong Head of Discretionary and Funds, Asia Pacific, Wealth and Premier Solutions. She is also the Executive Officer in relation to Type 9 regulated activities under the supervision of the Hong Kong Monetary Authority (HKMA). Ms. Lim as has around 30 years of industry experience in both Asset and Wealth Management. Prior to joining HSBC, Ms. Lim worked for JP Morgan Global Private Banking over a decade in various capacities. Her latest responsibility at JP Morgan was to lead Discretionary business for Institutional Wealth including family offices, endowments, non-profit organizations and foundations. In the early part of her career, Ms. Lim was the SFC Responsible Officer and Senior Portfolio Manager at Sumitomo Mitsui Asset Management based in Hong Kong. Lina is a member of the Chartered Association of Certified Accountant (ACCA) and Chartered Financial Analyst (CFA). She has previously served as board member in non-profit organizations focusing on education, gender equality and wellness. She also holds a post graduate certificate on Business Sustainability by the Cambridge Leadership for Sustainability Leadership, University of Cambridge.
Thomas Rupf
Co-head Singapore and CIO Asia, VP Bank Thomas Rupf is an internationally accomplished banking industry executive and currently serves as Co-Head Singapore and Chief Investment Officer Asia of VP Bank. As Co-Head Singapore, Thomas is responsible for the overall strategic direction, corporate growth and operational management of the Singapore branch, ensuring alignment with the Bank’s objectives while fostering a culture of excellence. In his role as Chief Investment Officer Asia, he oversees and leads the team in supporting the Intermediaries and Private Banking clients in Asia through the development and marketing of investment ideas and solutions. He is also responsible for the management of the trading desk in Asia.
Shafali Sachdev
Head of Investment Services, Asia, BNP Paribas Wealth Management Shafali Sachdev is Head of Investment Services, Asia for BNP Paribas Wealth Management, responsible for the regional investment services platform. Before taking on her current role, she was Head of Fixed Income, Currencies and Commodities (FICC), Asia, based in Singapore. She was responsible for leading FICC development, advisory and execution efforts for the wealth management business in the region. Shafali has extensive sales and structuring experience in Asian markets. Prior to joining BNP Paribas Wealth Management as Head of FX, Asia in 2017, she was Head of Structured FICC Products for the Citi Private Bank for Asia, handling foreign exchange, rates, commodities and credit products. She also did stints as Head of FX Bank Sales for Greater China, Regional FX Structuring covering Asian Institutional and Corporate clients and FX Sales for Corporates & Institutions in Citi and in Bank of America. She holds a Bachelors degree in Economics from Delhi University, and an MBA from the Indian Institute of Management, Ahmedabad.
Johann Santer
Senior Managing Director, Head of Private Wealth APAC, Blue Owl Johann Santer is a Senior Managing Director at Blue Owl and the Head of Private Wealth APAC. Johann is a member of the global Private Wealth Leadership Team and in his role, he focuses on the firm’s expansion of the Private Wealth business across Asia Pacific markets. Johann is responsible for fundraising, expanding strategic relationships, and identifying innovative solutions for high-net-worth clients and their advisors across the APAC region. Johann has more than 20 years of experience in the asset management and private banking industry. Before joining Blue Owl, Johann was Fidelity International’s Regional Lead for Wholesale, alongside his role as Head of Private Banking, Wealth and Strategic Clients, APAC ex-Japan. During his tenure, Johann led the successful buildout of Fidelity International’s private banking and wealth franchise in the APAC regions, adding coverage of Hong Kong and Singapore Wholesale. Prior to that, Johann was Managing Director and Head of Investment Specialists, Funds Hong Kong, at Bank Julius Baer and before that he spent 10 years at a leading quant based Hedge Fund overseeing global fund distribution. He started his career at the Credit and Rating Department at the Central Bank of the Republic of Austria (OeNB). Johann earned a combined master’s and bachelor’s degree in Banking and Finance from the University of Applied Science BFI Vienna.
Ihab Salib
Senior Portfolio Manager, Head of International Fixed Income Group, Federated Hermes Responsible for product strategy, portfolio management, and research in the international fixed income area. Previous associations: Senior Trader, global fixed income and foreign exchange securities, Federated Hermes; Associate Director, Senior Analyst/Trader, UBS Brinson; Various positions at Bank of New York and Bankers Trust Company. B.A., State University of New York at Stony Brook.
James Savastano, CFA
Head of Asia Pacific & Middle East | Investment Strategist, Lord Abbett James Savastano, is Head of Asia Pacific & Middle East at Lord Abbett, where he leads the firm’s regional growth strategy and plays a central role in delivering investment strategy and portfolio dialogue to institutional and private capital clients. He partners with sovereign wealth funds, pensions, insurers, endowments, private banks, and family offices to advise on portfolio construction, risk positioning, and long term capital deployment across public and private markets, with a particular focus on credit and alternative strategies. Prior to this role, he led Lord Abbett’s institutional investment engagement in EMEA and previously worked at Lazard, advising institutional investors on portfolio strategy, asset allocation, and investment implementation. He holds a BA in Global Business, is a Chartered Financial Analyst® (CFA) charterholder, and is a member of CFA Society Singapore.
James Savastano, CFA
Head of Asia Pacific & Middle East | Investment Strategist, Lord Abbett James Savastano, is Head of Asia Pacific & Middle East at Lord Abbett, where he leads the firm’s regional growth strategy and plays a central role in delivering investment strategy and portfolio dialogue to institutional and private capital clients. He partners with sovereign wealth funds, pensions, insurers, endowments, private banks, and family offices to advise on portfolio construction, risk positioning, and long term capital deployment across public and private markets, with a particular focus on credit and alternative strategies. Prior to this role, he led Lord Abbett’s institutional investment engagement in EMEA and previously worked at Lazard, advising institutional investors on portfolio strategy, asset allocation, and investment implementation. He holds a BA in Global Business, is a Chartered Financial Analyst® (CFA) charterholder, and is a member of CFA Society Singapore.
Abiel Tan
Director, Private Equity Asia, EQT Abiel is a Director at EQT based in the Singapore office, having rejoined the firm in 2024. He leads EQT’s investment efforts in the Services sector across Southeast Asia and was most recently involved in the firm’s investment in Keywords Studios. Abiel plays a key role in the origination, execution, and management of investments in the region. Abiel brings over 17 years of experience across developed and emerging markets, spanning private equity, portfolio operations and management consulting. Prior to rejoining EQT, he was an Executive Director at Affinity Equity Partners and held senior leadership roles at ONE Championship, where he served as Head of Corporate Development and later Head of Corporate Office. He also held investing roles at Southern Capital Group and Baring Private Equity Asia. Earlier in his career, Abiel started as a consultant at Bain & Company. He has been on the board of several investments including Keywords Studios, Ramkhamhaeng Hospital and Vidio. Abiel holds a Bachelor of Science in Economics from University College London (UCL).
Wee-Kiat Tan
Executive Director, Chief Investment Officer (CIO), Head of Discretionary Portfolio Management (DPM), Private Wealth Management Asia, Morgan Stanley Mr. Wee-Kiat Tan is CIO at Morgan Stanley Private Wealth Management Asia (PWM Asia) and heads the Discretionary Portfolio Management team providing both customized and model-based portfolio management to clients. Wee-Kiat joined PWM Asia from Morgan Stanley Indonesia where he was the Head of Research and was instrumental in establishing the Firm’s Indonesian presence. In that role. Wee-Kiat helped to develop the Research team into one of the best ranked teams in the country – the team was rated No.1 in 2015/16 and No. 2 in 2014 by Institutional Investors. Prior to running Morgan Stanley’s Indonesian Research team, Wee-Kiat headed the Morgan Stanley Hong Kong/China Energy Research in Hong Kong where he was highly rated by various institutional clients including GIC, Capital Group and T Rowe Price. Before joining Morgan Stanley in 2007, Wee-Kiat was the head of Energy and Materials Research for ABN Amro in Hong Kong. Wee-Kiat started his career in CSFB Singapore as an Industrial Analyst. He graduated with a Bachelor of Business (1st Class Honors) from the University of Technology, Sydney.
Connie Sin
Head of Funds & Alternatives, International Wealth Management, Nomura Connie Sin joined Nomura in 2024 as Head of Funds and Alternatives for International Wealth Management. She is responsible for leading and developing strategies for the managed funds business across the region by balancing innovative product offerings with strong advisory services. She also brings a client-focused approach to alternative investments. Connie has been in the wealth management and asset management industries for two decades, with experiences as fund advisor and investment director. Prior to joining Nomura, Connie held a similar role as Head of Managed Investments with Standard Chartered in Hong Kong, responsible for the managed investments distribution business and overall strategy. Before that, Connie was an Executive Director in the fund advisory team at BNP Paribas Wealth Management. She has also worked at other financial institutions including Citibank, AIG Private Bank and CLSA. Connie is a CFA charter holder and has a Master’s degree in China Business from The Hong Kong University of Science and Technology, and a Bachelor of Commerce from University of British Columbia, Canada.
Stephen Sun
Head of Equity and Investment Solutions Sales Asia, BBVA Stephen Sun is the Head of Equity and Investment Solutions Sales Asia in BBVA. He has accumulated over 20 years of experience in the industry with the expertise of providing investment solutions and development of financial products. He is a CFA Charter holder and he worked for a number of financial institutions before joining BBVA, such as DBS, Barclays, Deutsche Bank and JP Morgan.
Nick Thorn
Managing Director – Client Relations & Capital Raising, EQT Nick Thorn is a Managing Director in the Client Relations and Capital Raising team. Nick worked for BPEA from 2016 until 2022, when the company joined forces with EQT. Prior to joining BPEA, Nick worked for over eight years within the private equity fund placement team at Campbell Lutyens as a Senior Vice President in both London and Hong Kong where he raised multiple funds for Asian private equity firms across the region. Prior to that, he worked at corporate finance boutique State Equity Group in Australia. Nick holds a Bachelor of Commerce and a Bachelor of Economics from Monash University, Australia.
Ryan Kelly, CFA
Head of Special Situations, PGIM Ryan Kelly, CFA, is the Head of Special Situations in Fixed Income and senior portfolio manager for Fixed Income’s Special Opportunities Fund and Credit Opportunities strategy. Mr. Kelly is also a member of the Special Opportunities Fund and Large Cap Private Credit Investment Committees. Prior to his current roles, Mr. Kelly was a senior portfolio manager for Fixed Income’s U.S. High Yield Team and a senior credit analyst in the Credit Research Group covering a range of leveraged finance industries. Mr. Kelly began his career in investment banking at Chase Manhattan Bank, where he specialized in project finance and mergers & acquisitions. He received a BA in Economics from Michigan State University and holds the Chartered Financial Analyst (CFA) designation.
Winnie Kwan
Partner, Global Portfolio Manager, Capital Group Winnie Kwan is an equity portfolio manager at Capital Group. She has 30 years of investment industry experience and has been with Capital Group for 25 years. Earlier in her career, as an equity investment analyst at Capital, she covered global exchanges, Asian utilities and small-cap companies. Prior to joining Capital, Winnie worked with Morgan Stanley in London, Hong Kong and Singapore. She holds both master’s and bachelor’s degrees in economics from Trinity College at the University of Cambridge. Winnie is based in Hong Kong.
Eva Lee
Head Greater China Equities, UBS Global Wealth Management Chief Investment Office Eva Lee is the Head of Greater China Equities at UBS Global Wealth Management Chief Investment Office in Hong Kong. She joined UBS in Sept 2011 and led a team covering HK/China property research sector. Eva built up and held up the top 3 positions in Asia Real Estate research in the Institutional Investors poll of 2016/17/18. Eva has covered the HK/China property sector for the last 21 years at UBS, before that, at Macquarie, ING, Credit Suisse and HSBC. Eva is a member of Chartered Financial Analysts, American Institute of Certified Public Accountants and Hong Kong Certified Public Accountants.
Lemuel Lee
Managing Director, Head of Wealth Management Hong Kong, BNP Paribas Wealth Management Lemuel Lee is Head of Wealth Management Hong Kong for BNP Paribas. He is responsible for implementing wealth management’s growth strategy while supporting its teams of talented bankers to deliver value-added solutions to clients in line with our One-Bank strategy. Lemuel joined BNP Paribas’ wealth management division in 2017 as Head of Investment Services, Hong Kong and Deputy Head of Investment Services, Asia Pacific. He was responsible for overseeing the delivery of the Bank’s investment offering and advisory to clients across traditional and digital channels, the development of discretionary and advisory services as well as the advancement of new initiatives. Lemuel has over 20 years of investment banking and wealth management experience. Prior to joining BNP Paribas, he was Head of Equities, Asia for J.P. Morgan Private Bank. He also held a long tenure of eight years with J.P. Morgan Corporate & Investment Bank, assuming various leadership positions in equity derivatives distribution and marketing. Before joining J.P. Morgan, he was with Bear Stearns and Bank of America Merrill Lynch in capital market roles across Hong Kong, Japan, London and New York. Lemuel obtained a Master’s degree in Commerce and a Master’s in International Business from the University of Sydney. He also holds a Bachelor’s degree in Commerce and a Bachelor’s degree in Laws from the University of New South Wales.
Kelvin Leung
Executive Director, Head of Discretionary Fixed Income Asia, J.P. Morgan Private Bank Kelvin Leung is an Executive Director, Head of Discretionary Fixed Income Asia at J.P. Morgan Private Bank, based in the Hong Kong office. With over 17 years of experience, Kelvin’s career began in 2008 as a research analyst at the Hong Kong Monetary Authority, where he played a role in manager selection for the HKSAR Government’s official reserves. In 2013, he joined J.P. Morgan Asset Management, assuming responsibility for strategic product positioning of the firm’s investment capabilities. He transitioned to the role of Investment Specialist within the Global Fixed Income, Currency and Commodities Group, contributing to the growth of the fixed income business in the Asia Pacific region. Prior to rejoining J.P. Morgan, Kelvin served as a Senior Product Specialist at HSBC Global Private Banking, where he successfully drove sales activities for private bank clients in Hong Kong. Kelvin joined J.P. Morgan Private Bank in 2023 as Head of Discretionary Fixed Income Asia, bringing his expertise to serve as a subject matter expert across managed fixed income solutions including mutual funds and separately managed accounts (SMAs) for the Asia Private Bank business. Kelvin earned a Bachelor of Science in Mathematics and Statistics from the University of British Columbia and a Master of Management Sciences from the University of Waterloo. He earned certification including Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), Financial Risk Manager (FRM) and Certified Private Wealth Professional (CPWP). Kelvin has also earned the Certificate of ESG Investing from the CFA Institute.
Yi Wang, CFA
Deputy-CEO, Chief Investment Officer, Head of Investment, CSOP Asset Management Yi Wang is the Deputy-CEO, Chief Investment Officer and Head of Investment at CSOP Asset Management Ltd. He oversees all passive ETF investment activities including Equity ETFs, Leveraged and Inverse ETPs, Money Market Fund ETFs and Fixed Income ETFs. He also oversees the active Fixed Income and active Equity portfolio management. He is the voting member within CSOP investment committee and deputy chairman of CSOP responsible investment committee. Prior Joining CSOP, Yi was in Redington LLP (London) focusing on UK and EU pension/insurance investment solution. He graduated from University College of London with a major in Mathematics and CASS Business School with master’s degree in Actuarial Science.
Steven Wong, Ph. D.
Vice President, Portfolio Manager, Research, Acadian Steven is a Portfolio Manager on the Research Team in Acadian Asset Management. He joined Acadian in 2020. Prior to joining Acadian, Steven was a quantitative analyst at Macquarie Investment Management and an investment banking analyst at RBC Capital Markets and Rothschild & Co. Steven earned his Doctor of Philosophy in statistics from the University of Sydney (Thesis in machine learning). He also holds a Master of Finance, Bachelor of Commerce in finance, and a Bachelor of Engineering in bioinformatics from the University of New South Wales, where he was awarded the University Medal.
Chun-Lai (C.L.) Wu
Head Asia Asset Allocation, UBS Global Wealth Management Chief Investment Office Chun-Lai (C.L.) Wu is the Head of Asia Asset Allocation at the Chief Investment Office of UBS Global Wealth Management. He leads research on UBS house views for Asia and China onshore markets, oversees strategic and tactical asset allocation strategies for mandates, and customizes long-term strategic allocations for institutional clients and family offices. Prior to joining UBS, C.L. was a fund manager at Lombard Odier in Singapore and Hong Kong, where he managed global asset allocation funds and discretionary portfolios. Earlier in his career, he served as a quantitative analyst at ING Investment Management in Hong Kong, focusing on global equity quant funds and mandates. He also held roles at HSBC and an offshore wealth management subsidiary of China Merchant Bank in Hong Kong. C.L. holds an MBA from the University of Oxford, a Master degree in Financial Engineering from City University of Hong Kong, and a Bachelor degree in Computer Engineering from The Chinese University of Hong Kong.
Adrian Zuercher
Co-Head Global Asset Allocation & Co-Head Global Investment Management APAC, UBS Global Wealth Management Chief Investment Office Adrian Zuercher is Co-Head Global Asset Allocation and Co-Head Global Investment Management APAC at UBS Chief Investment office. In his Global Asset Allocation role, he is responsible for multi-asset portfolio solutions. He co-chairs the tactical investment forum, the global portfolio construction meeting, and is a member of the global investment committee, which defines the UBS CIO house-view. In his Global IM APAC capacity, he is responsible for investment fund selection, portfolio management, and product development. Adrian oversees regional discretionary and advisory mandates, investment and alternatives funds, sustainable investing, and the wealth planning offering. Before joining UBS, Adrian was Head of Multi-Asset Emerging Market Strategy and Global Asset Allocation at Credit Suisse Asset Management in Hong Kong and Zurich, where he was responsible for multi-asset class portfolios as well as advising sovereign wealth funds and other institutional investors on asset allocation. Prior to that, he was an equity fund manager in charge of Asia at VP Bank Asset Management, and a multi-asset class portfolio manager at F. van Lanschot Bankiers. Adrian holds an MSc in finance and economics from the University of Bern and is a CFA charterholder.
Christina Au-Yeung
Executive Director, Head of Investment Management Services (IMS), PWM Asia, Morgan Stanley Christina Au-Yeung is Head of Investment Management Services (IMS) for Morgan Stanley Private Wealth Management Asia (PWM Asia), based in Hong Kong. IMS is responsible for the origination, diligence, marketing and distribution of managed solutions and advisory portfolio services. Prior to joining Morgan Stanley PWM Asia in 2018, Christina was a Vice President at Bank J. Safra Sarasin Ltd, Hong Kong. Christina started her career as a Marketing Executive at Tiburon Partners LLP, London. Christina read Anthropology and Law at the London School of Economics and Political Science, United Kingdom.
Heidi Cai
Head of International Business, ChinaAMC (HK) Ms. Heidi Cai joined ChinaAMC (HK) in 2023 to oversee the international business. Heidi has nearly two decades of experience in the financial industry. Prior to ChinaAMC (HK), Heidi worked as Head of ETF, Indexing and Smart Beta for Amundi in North Asia, as well as various regional roles in BlackRock and State Street. Heidi started her career in finance with HSBC Global Markets in London and Hong Kong. Ms. Cai holds a Bachelor of Business Administration with Honours from Peking University and is pursuing Executive Education with MIT Sloan School of Management.
Clarice Avery, CFA®
Client Portfolio Manager, Mirova (an affiliate of Natixis Investment Managers) Clarice Avery joined Mirova in 2022 as a Client Portfolio Manager, serving as a client-facing member of the Sustainable Equities Team based in Boston, and supports clients and business development activity globally. Clarice previously spent 11 years at Natixis Investment Managers most recently as an Investment Strategist representing investment teams at Natixis affiliates Mirova, Loomis, Sayles & Company, and Gateway Investment Advisers. Clarice began her career in the investment industry in 2008, with experience at Putnam Investments and State Street Corporation prior to joining the Natixis group. She holds a bachelor’s degree in business administration and finance from Merrimack College. Clarice is a CFA charterholder, a member of the CFA Institute and the CFA Society Boston and holds the CFA Institute Certificate in ESG Investing and the SASB Fundamentals of Sustainability Accounting credential. She is a member of Mirova’s Diversity and Inclusion Committee and is an investment committee ambassador of the Mirova Foundation, assisting in identifying and supporting the Foundation’s projects local to the Boston area.
Jimmy Lee
Member of Global Wealth Management Committee, Region Head Asia, Julius Baer Jimmy has been Region Head Asia since 2016 and is a Member of the Global Wealth Management Committee. Prior to that, he spent 11 years at Credit Suisse, where he was most recently Market Group Head in Hong Kong. From 2009 to 2012, he was CEO Asia at Clariden Leu. Before that, he held senior positions at Deutsche Bank and other financial institutions in Asia. Jimmy holds a Bachelor of Business Administration with Honours. He serves on the Board of the Julius Baer Foundation and of SCB Julius Baer Securities Co. Ltd. (Thailand). He is also a Member of the Board of the Beijing International Wealth Management Institute.
Jason Moo
Chief Executive Officer, Bank of Singapore Mr Jason Moo was appointed CEO of Bank of Singapore in March 2023. He joined Bank of Singapore from Julius Baer, where he was Head Private Banking Southeast Asia and Branch Manager Singapore. Prior to joining Julius Baer in 2020, Mr Moo worked at Goldman Sachs for more than two decades and has held several senior roles, including CEO of Goldman Sachs Singapore and Head of Southeast Asia and Australia for Private Wealth Management (PWM). Before relocating back to Singapore, he was based in Hong Kong as Head of Market Solutions Group and Head of Alternative Capital Markets Asia Pacific. Prior to that, he worked in the Equities Merchandising Group in New York. He joined Goldman Sachs as a financial analyst in PWM in Singapore upon graduation. Mr Moo earned a BA in Economics and East Asia Studies, with a focus on Japan, from Brown University, USA. He serves on the Board of Governors of Raffles Institution.
Joseph Poon
Group Head, DBS Private Bank Managing director and group head of DBS Private Bank, Joseph Poon starts his day at 4am, training for marathons. He sees the parallel between running a race and running the private bank business in the consistency and discipline needed for both. Joseph is also Head of DBS treasures private client in Singapore and Hong Kong, a responsibility he took up after his role as region head of Southeast Asia. He brings to DBS over 20 years of banking experience, most recently from his role in UBS. As Southeast Asia head of the ultra high net worth segment and head of global family office, Southeast Asia, he drove the strategic growth for UBS’ highest valued clients by delivering bespoke solutions across the bank’s investment banking, asset management and wealth management segments. Joseph holds a B.C.A. and a B.A. from Victoria University of Wellington, New Zealand. He is a CFA charter holder and a board member of the CFA Association Singapore for 16 years.
Prashant Bhayani
Chief Investment Officer, Asia, BNP Paribas Wealth Management Prashant Bhayani is the Chief Investment Officer, Asia of BNP Paribas Wealth Management based in Singapore. Prashant leads the investment strategy and asset allocation advice in Asia and is a member of the Global Investment Strategy Committee. Prashant joined BNP Paribas Wealth Management in January 2016 from J.P. Morgan Private Bank where he was a senior global investment specialist in Singapore. Before that, he was co-Chief Investment Officer, co-Founder, Managing Partner of Cork Street Capital Advisors, a global equity alternatives firm based in London. Prior to that, Prashant was Head of International Equity Specialist portfolios at Goldman Sachs Asset Management in London. Prashant is a highly accomplished professional who brings over 30 years of experience across asset classes in equity, fixed income, foreign exchange, and alternatives having worked in Asia, United Kingdom and the United States. Prashant received a BA in Economics at Northwestern University in Evanston in 1991 and a MBA at INSEAD in Fontainebleau, France in 1997.
Mischa Bitton
Executive Director, Head, Alternative Investments, Managed Investment, Wealth Management, Standard Chartered Bank Mischa joined Standard Chartered Bank in June 2019. Based in Singapore, he is leading the alternative investments team overseeing hedge funds and private markets products. Prior to that, Mischa worked for DBS Bank and Societe Generale Private Banking where he held various positions in Asia and in Europe as product manager in the fund team, covering both traditional and non-traditional investments. He has more than 10 years of experience in the fund management industry. Mischa holds an MSc in finance and banking from the University Paris II Assas and is CAIA Charterholder.
James Cheo
Chief Investment Officer, Southeast Asia and India, HSBC Private Bank and Premier Wealth James Cheo is Chief Investment Officer, Southeast Asia and India. He is a member of the Global Investment Committee and a member of the Regional Investment Committee in Asia. In his role, he spearheads the development of investment strategies across all asset classes for private banking and wealth management clients in Southeast Asia and India. Prior to re-joining HSBC Global Private Banking, James was Senior Investment Strategist at Bank of Singapore, where he was responsible for asset allocation and thematic research. Before that, James assumed Investment Strategist roles at Barclays Wealth Asia. From 2004 to 2009, James served as Senior Economist at the Monetary Authority of Singapore, where he was part of the team that formulated policy actions for Singapore during the 2008 Global Financial Crisis. With his knowledge and wealth of experience, his investment views are frequently sought after. He has established a strong media profile, with appearances on notable financial media including Bloomberg, CNBC, Channel News Asia, Channel 8 Mandarin News; and printed publications such as the Financial Times, Straits Times, Business Times. James graduated with First Class Honours in Finance from Nanyang Technological University. He was awarded the Chartered Financial Analyst charter in 2007.
Antoine des Noyers, CAIA
Managing Director, Southeast Asia Head of Alternative Investments, J.P. Morgan Private Bank Antoine des Noyers is a senior product specialist within the Alternative Investments Group of J.P. Morgan’s Private Bank. Based in Singapore, Antoine leads the Alternative Investments practice for Southeast Asia and advises private clients across the region on the construction of hedge fund, private equity, private debt and real asset portfolios. Before relocating to Singapore in September 2022, Antoine was based in Geneva, where he co-led the Alternative Investments practice for Europe and the Middle-East, covering entrepreneurs, financial executives as well as a significant number of large institutional family offices. Antoine has been with the firm since 2010. Prior to joining J.P. Morgan and relocating to Switzerland, Antoine began his career as an equity buy-side analyst and worked at Credit Suisse Asset Management, DNCA Finance and Aberdeen Asset Management in France and in Singapore. Antoine holds a Master’s degree in Finance from Audencia Group (Nantes, France) and is CAIA Charter Holder.
Simon Jennings
Managing Director, HarbourVest Partners Simon Jennings joined HarbourVest in 2017 and focuses on business development and strategy with key intermediary relationships in EMEA and Asia. Simon brings over 30 years of experience to this role and has extensive experience in private equity investment, strategy, business building, client relations, and fundraising. Simon joined the Firm having previously founded the Private Markets businesses at UBS and HSBC where he served as the global head of private equity responsible for creating, structuring, and accessing private equity investment opportunities for private and institutional clients. His other experience includes leadership positions at UBS AG in both London and Zürich, UBS Capital, Phildrew Ventures, and Hermes Investment Management. Simon received a BA (with honours) in European Business Administration from the Middlesex Business School, London and a Diplom-Betriebswirt from the Fachochschule Reutlingen in Germany. Simon speaks German.
Alison Lim
Chief Executive Officer, Singapore Branch, Banque Pictet & Cie SA Alison Lim joined Pictet Wealth Management in January 2025 as Chief Executive Officer, Singapore Branch, Banque Pictet & Cie SA. With more than 30 years of experience in the financial sector, Alison brings a strong track record and deep expertise in wealth management leadership. Alison joined Pictet from BNP Paribas Wealth Management where she was the Head of South East Asia Markets. Prior to that, Alison held senior front office leadership roles at top tier private banks Credit Suisse and UBS Wealth Management in Singapore, covering clients across Asia and other international markets. Alison started her career at the Monetary Authority of Singapore (MAS) as an economist and subsequently played a key role in spearheading Singapore’s initiatives to develop as a wealthmanagement hub. Alison was a recipient of the prestigious MAS scholarship and graduated from Oxford University, UK with a Master of Arts in Economics and Philosophy.
Matthew Michelini
Partner, Head of Asia-Pacific, Apollo Global Management Matthew Michelini is a Partner, Head of Asia-Pacific and a member of the Firms Leadership Team. Matt joined Apollo in 2006 in Private Equity and has played a pivotal role in the creation and success of many of Apollo’s largest growth initiatives, including Athene, Hybrid Value, Apollo Dedicated Insurance Program, Natural Resources and the development of the Financials Group. Matt previously served on the Boards of Athene Holding Ltd., Aleris Corporation, Challenger Limited, Hero FinCorp, Maxcap Group, Metals USA, Noranda Aluminum, One Main Financial, Venerable Holdings and Warrior Met Coal. Previously, Matt was a member of the Mergers & Acquisitions group at Lazard Frères & Co. Matt currently serves on the Boards of Generation: You Employed (a global non-profit that believes in the power to change lives) and the advisory Board for the College of Integrative Studies at Singapore Management University (SMU). A graduate of Princeton University, Matt holds a BA in Mathematics and Certificate in Finance, and received his MBA from Columbia University.
Hakim Naji
Executive Director, Alternative & Managed Investments, Nomura Hakim leads our efforts for our Alternatives platform at Nomura International Wealth Management. He brings over 15 years of experience in both public and private markets, with a particular focus on alternative investments for institutional investors. Prior to joining Nomura, he held senior positions at Eightstone multi-family office as Senior Portfolio Manager, and previously led the Funds & Alternatives platform for Indosuez Wealth Management in Asia. He started his career at BNP Paribas, working in Argentina and Singapore across various asset classes. Hakim holds a Master of Science in Management with a specialization in Banking and Financial Markets from Toulouse Business School (France) and is multilingual, fluent in French, English, Spanish, and Arabic (Northern Africa).
Jansen Phee
Head Global Investment Management APAC Fund Investment Solutions & Head Global Investment Management China, UBS Global Wealth Management Jansen Phee is the head of Funds Investment Solutions for Asia Pacific at UBS Global Wealth Management. He is also the head of Global Investment Management China. In his first role, Jansen is responsible for UBS GWM’s fund business in APAC. He is based in Singapore and chairs UBS’s Asia Pacific Investment Fund Forum and is also a member of its Global Investment Funds Forum. In his other role, Jansen is responsible for UBS GWM’s funds, alternatives, and wealth planning (life insurance and family trust) businesses in domestic China. Jansen previously also headed UBS’s discretionary fixed income and equity teams and was the head of the Singapore and Malaysia Investment Specialist team where he helped advise and structure investment solutions for clients. He has over 18 years of experience in investment advisory, discretionary management and research roles. Prior to re-joining UBS, he was with BNP Paribas WM as the Head of Equities within the discretionary portfolio management team and before that a senior investment counselor. Jansen also spent time at Mercer Consulting as an investment consultant and at Citigroup Private Bank as an investment portfolio counselor. Jansen graduated from the London School of Economics with Honors in Econometrics and Mathematical Economics.
Rishabh Saksena
Co-Head Global Asset Class Specialists, Julius Baer Rishabh Saksena is Co-Head Global Asset Class Specialists at Julius Baer, based in Dubai. In this role, he is responsible for cross asset class product advisory for clients globally. Rishabh has over three decades of experience in the financial markets having worked at Citigroup and Bank of America/Merrill Lynch prior to joining Julius Baer in September 2013 as part of Julius Baer’s acquisition of Merrill Lynch International Wealth Management (outside of the US) from Bank of America. Rishabh holds a bachelor’s degree in Engineering from Bangalore University and a Post Graduate in Management from the Indian Institute of Management, Lucknow.
Richard Saldanha
Portfolio Manager, Global Equities, Aviva Investors Richard is the co-portfolio manager of the Global Equity Income and Global Equity Endurance Strategies and has analyst coverage of the Healthcare sector. Richard joined Aviva Investors in 2006 and has been managing a range of global portfolios since 2009. Before joining Aviva Investors, Richard worked for Punter Southall & Co in an actuarial internship role. Richard holds a Masters in Chemistry from the University of Oxford. He also holds the UKSIP Investment Management Certificate.
Paul Thompson
Managing Director, Head of Singapore and Southeast Asia, J.P. Morgan Private Bank Paul Thompson is a Managing Director and the Head of Singapore and Southeast Asia at J.P. Morgan Private Bank, responsible for managing the private banking team in Singapore. Paul has more than 20 years of financial services experience. In the last decade he has assumed a number of key leadership positions at J.P. Morgan Private Bank in Asia, having worked with some of the most established families in the region addressing their complex and sophisticated wealth management needs spanning investment advisory and portfolio construction, credit, wealth transfer, trust and estate, as well as philanthropic services. Prior to his current role, Paul was the Head of Hong Kong and the Philippines Market leading his teams in delivering the Private Bank’s tailored solutions and advisory to each of its ultra-high-net worth clients in the region. Before that, he was the Head of Investments for Hong Kong and the Philippines Market, leading a team responsible for providing portfolio management and advisory services for clients with investments across asset classes. Paul joined J.P. Morgan in 2000 as an Analyst. In 2002, he took on a role within the Proprietary Positioning Business. In 2004, he moved to the Private Bank as a Portfolio Analyst focusing on managing investment portfolios for ultra-high-net-worth individuals and organizations, including trusts and foundations. He relocated to Hong Kong in 2007 to lead initiatives in Asia Business Strategy and the Private Bank Asia Financial Sponsor Team. Paul is a champion in promoting DE&I initiatives across the firm and has served on the Private Wealth Management Association’s Executive Committee in Hong Kong. Paul holds a B.A. from LaSalle University with a concentration in Marketing. He resides in Singapore with his wife Maura and his two children Eve and Jack.
Sunnie Yun, CFA, CAIA
Head of Private Wealth Southeast Asia and Korea, Partners Group Sunnie Yun is the head of Private Wealth business for Southeast Asia and Korea, and joined Partners Group Singapore in 2024. Previously, she was at PIMCO managing the firm’s relationships with global and regional private banks and family offices in Southeast Asia. Prior to moving to Singapore in 2017, she was based in New York with the global wealth management group. In addition, she was with Goldman Sachs and Bank of America Merrill Lynch. She holds an MBA from the Wharton School of the University of Pennsylvania and an undergraduate degree in economics from Korea University. She served on the board of executive committee of CAIA Singapore Chapter. She is a CFA and CAIA Charterholder.