Discretionary Portfolio Management Leaders Conversation (DPMLC)


The Discretionary Portfolio Management Leaders Conversation are the only two opportunities for those who lead and decide the discretionary allocations/shelves at their respective private banks to gather together behind closed doors to debate, share and network with each other.

The typical focus of the DPM Leaders Conversation is:

  1. To facilitate knowledge sharing around how to win more discretionary mandates from traditionally sceptical Asia-based clients; and
  2. Evaluate and examine ever-changing market conditions, and the product suite that is most suitable for inclusion in discretionary baskets and allocations

Hosted by Asian Private Banker these unique functions takes the form of a morning of intimate, off-the-record, facilitated conversation between industry peers. Participation in the Leaders Conversation will be strictly restricted to those who lead the discretionary due diligence procedures. No deputies or line reports are able access this collegial morning which is capped at 30 participants to ensure genuine dialogue and sharing.

The discussion topics will be decided by the industry through the input of the Advisory Council. The knowledge and sharing of the morning will be underpinned by live, real-time, anonymous polling and data sharing that will be facilitated by Asian Private Banker.

The DPMPLC is held annually in:

  • South Asia – May 30, 2017 in Singapore (includes ASEAN-based private banks)
  • North Asia – June 1, 2017 in Hong Kong (includes on and off-shore China-linked private banks)



Previous Year Attendance Breakdown

Highlight Participants

  • Ancus Mak, Deutsche Bank
  • Bryce Wan, Goldman Sachs
  • Garth Bregman, BNP Paribas
  • Iris Chau, HSBC Private Bank
  • Jack Lee, BNP Paribas
  • Michael Haupt, Vontobel Private Banking
  • Monica Chan, RBC
  • Mourad Tahiri-Alaoui, Pictet Wealth Management
  • Rocky Cheung, DBS
  • Sally Wright, UBP
  • Sean Cochran, UBS
  • Shirley Leung, Wing Lung Bank
  • Winnie Kan, UBS
  • Aje Saigal, Nuvest Capital
  • Bennett Lim, Nutrimenta Singapore Pte Ltd
  • Christian Abuide, Standard Chartered
  • Jacky Tang, Goldman Sachs
  • Keng Toh, Cornerstone Family Office
  • Mario Becker, Standard Chartered Private Bank
  • Pascal Meilland, Credit Agricole
  • Paul Stefansson, UBS Wealth Management
  • Ranjiv Raman, Cazenove Capital Management
  • Shabbir Sadriwala, UBS
  • Simon Lints, Cazenove Capital Management
  • Tuan Hunyh, Deutsche Bank
  • Vincent Ee, Thirdrock
  • Vinit Sarangdhar, Alpha Quest
  • Wei Mei Tan, Credit Suisse


Previous Year Participating Institutions

  • Bank of Singapore
  • BNP Paribas Wealth Management
  • Credit Agricole
  • Credit Suisse
  • CTBC
  • DBS
  • Deutsche Bank WM
  • EFG
  • Goldman Sachs
  • HSBC Private Bank
  • J.P. Morgan
  • LGT
  • Morgan Stanley
  • Pictet & Cie
  • RBC
  • Schroders Private Bank
  • Union Bancaire Privee
  • UBS Wealth Management
  • Vontobel Private Banking
  • Wing Lung Bank






Click here to apply to the next DPM Leaders Conversation.

Click here to request further information on the partnership and engagement opportunities available around the DPM Leaders Conversation.