Asian Private Banker unveils first-of-its-kind Fund Selection Council

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Asian Private Banker is proud to announce the line-up of its inaugural Fund Selection Council, a first-of-its-kind initiative that brings together the leading gatekeepers from the region’s top private banks.

Jansen Phee, UBS Global Wealth Management

The council, which encompasses some of the most senior private bank fund selection executives in Hong Kong and Singapore, includes prominent members from the likes of UBS Global Wealth Management, HSBC Global Private Banking, J.P. Morgan Private Bank, Morgan Stanley Private Wealth Management and Bank of Singapore.

Members of Asian Private Banker’s Fund Selection Council will make their formal debut at our Funds Selection Nexus events in Hong Kong and Singapore, taking place on 10 September and 12 September, respectively.

Christina Au Yeung, Morgan Stanley Private Wealth Management

At the events, members of the council will be invited to provide feedback and engagement with asset manager presentations, where they will directly provide invaluable insights into how the biggest private banks are thinking in terms of their product shelves across equity, fixed income and alternative asset classes.

As part of their tenure on our Fund Selection Council, Asian Private Banker will also publish a series of exclusive editorial pieces that curate the latest analysis and views from each council member.

Here is the list of Fund Selection Council members in full:

In this article

Hong Kong

Christina Au-Yeung, head of investment management services, Morgan Stanley Private Wealth Management Asia
Gabriel Chan, head of investment services Hong Kong, BNP Paribas Wealth Management
Lina Lim, regional and Hong Kong head of discretionary and funds, investments & wealth solutions, Asia Pacific, HSBC Global Private Banking and Wealth
Yvonne Leung, managing director and head of managed solutions, J.P. Morgan Private Bank in Asia
Connie Sin, head of managed investments, Nomura International Wealth Management
Hyde Sun, head of investment advisory, private wealth management Hong Kong, Cathay United Private Banking

Singapore

Arjan de Boer, head of markets, investments and structuring, Asia, Indosuez Wealth Management
Yazid Mahadi, head of funds selection, Bank of Singapore
Karen Tan, head of investment solutions and managed solutions, Asia, Pictet Wealth Management
Paras Gupta, head of investment services, Southeast Asia and head of discretionary portfolio management, Asia, UBP
Gareth Nicholson, chief investment officer and head of discretionary portfolio management, Nomura International Wealth Management
Jansen Phee, head of funds investment solutions for Asia Pacific, UBS Global Wealth Management

Gabriel Chan, BNP Paribas

“The Fund Selection Council is crucial for enhancing collaboration and transparency among fund selectors, asset managers, and the private banking community, and I envision it as a transformative platform for fostering meaningful dialogue among all stakeholders,” commented BNP Paribas WM’s Chan.

Paras Gupta, UBP

“I’m really delighted to be part of the inaugural Fund Selection Council with Asian Private Banker. It’s a great opportunity to team up with top experts and have meaningful conversations about the future of fund selection in Asia. I’m looking forward to sharing insights and learning from everyone,” said UBP’s Gupta.

Gareth Nicholson, Nomura

“I’m thrilled to be part of the Fund Selection Council, as it creates a unique opportunity for direct and meaningful dialogue between fund selectors and asset managers – something I value deeply, having been on both sides – fostering transparency and collaboration that will lead to more informed decisions and, ultimately, better outcomes for our clients,” added Nomura’s Nicholson.

Yazid Mahadi, Bank of Singapore

“This will be an interesting platform for fund selectors in this region to exchange ideas and foster innovation that would meet the growth in the wealth management industry in Asia,” said Bank of Singapore’s Mahadi.

Yvonne Leung, J.P. Morgan Private Bank in Asia

“I’m honoured to have been selected as a council member of the inaugural Fund Selection Council. I look forward to engaging in meaningful discussions and sharing diverse perspectives that will contribute to the enhancement of ideas and solutions within the broader private banking community in Asia,” said J.P. Morgan Private Bank’s Leung.

Arjan de Boer, Indosuez Wealth Management

“I’m proud to represent Indosuez Wealth Management, the private bank brand of the Crédit Agricole Group, and be alongside my colleagues in the industry for the Fund Selection Council. As a leader in private banking, it’s our privilege and responsibility to not only manage the wealth of our clients but to actively shape the dialogue, ensuring our clients are informed, empowered, and positioned for success in an ever-evolving financial landscape,” said Indosuez Wealth Management’s de Boer.

Lina Lim, HSBC

“This is a great initiative from Asian Private Banker. I look forward to being part of the Fund Selection Council to help shape best practices in Asia’s wealth management community,” said HSBC’s Lim.

“Sharing ideas and solutions amongst peers enhances the strength of our expertise, delivers more informed outcomes, and better serves our generation of clients as an industry,” said Morgan Stanley’s Au-Yeung.

“The fund council would be helpful to navigate investors amid uncertainties to select investment opportunities that align with long-term trends for stable returns,” said Cathay United’s Sun.

Register for Funds Selection Nexus

Karen Tan, Pictet WM

You are invited to APB‘s Funds Selection Nexus event this September, bringing together fund selection and investment teams managing over $1.5 trillion in assets* to explore the evolving demands of Asian clients, their wish lists for the coming year and strategies for navigating volatile markets.

*according to APB 2023 Asia AUM data

➤ Register for Hong Kong | Singapore

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