The APAC head of wealth planning at Credit Suisse is leaving the bank and returning to the family office (FO) sector, according to an internal memo seen by Asian Private Banker. Bernard Fung will leave at the end of November 2021 after having spent 10 years at the bank. He has been instrumental in shaping and building Credit Suisse’s wealth […]

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Credit Suisse has made a slew of appointments for its Greater China team across the region’s two wealth hubs, including a new Greater China market head based in Singapore. Lock Keng Cheong has been named market group head, Private Banking Greater China Singapore. He will lead the Singapore-based team covering the Greater China market. Lock joined the bank in 2007 […]

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In addressing the question of legacy, an overemphasis on factors relating to succession could stymie the process, according to Bernard Fung, APAC head of wealth planning services at Credit Suisse Private Banking. “The older generation generally takes the perspective of whether the next generation can continue to run and grow what they have created, while the younger generation is often […]

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While the impact-investing space continues to grow rapidly in Asia, especially amongst the region’s UHNW population, the potential for mainstream adoption may lie specifically in public markets and debt securities, Bernard Fung, Credit Suisse’s APAC head of wealth planning services, told Asian Private Banker. Asia mainstream potential in public markets and fixed income According to a recent report published the Global […]

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Credit Suisse Private Banking has bulked up its family office services team with the addition of a senior specialist who supports relationship managers in Hong Kong and Singapore, according to an internal announcement seen by Asian Private Banker. Tan Mae Shen joined the Swiss private bank a few weeks ago, based in Singapore, the memo stated. She reports to Thomas Ang, […]

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Credit Suisse Private Banking has created a new wealth planning services unit based in Singapore, according to an internal memo seen by Asian Private Banker. Bernard Fung, who will continue to oversee the private bank’s family office and philanthropy advisory services, will head the new team as of 1 March, 2017. According to the memo, “this new unit will leverage existing […]

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