Asian Family Wealth Forum 2016

Daniel Brunner, Executive Director, is Senior Client Relationship Manager. He joined TriLake Partners as of July 2016. Daniel is a senior banker with 23 years of experience gained internationally. Prior to joining TriLake Partners in Singapore, Daniel was Managing Director at Credit Suisse AG in the Private Banking & Wealth Management division, based in the Zurich head office. Daniel worked for Private Banking Asia Pacific Switzerland as Senior Client Partner in the Greater China team. Prior to that, Daniel held various positions in Credit Suisse such as Head of Corporate Advisory & Associations, Global Head of Financial Institutions, Co-Head Relationship Management Financial Institutions, Senior Relationship Manager for Banks, Asset Managers & Brokers, Investment Manager for Private Equity/Venture Capital, and Associate Director at Credit Suisse First Boston in New York. He is also a Member of the Executive Board of the Swiss-Asian Chamber of Commerce since 2011 and Co-Chair of the “Philippines Chapter”. Daniel Brunner holds a Masters Degree and Ph.D. of the University of Zurich in business administration and economics – magna cum laude and is a Certified Relationship Manager in Private Banking. He speaks fluent Swiss-German, German, English and French. Mandarin, Spanish and Portuguese are conversational.

Hans Diederen is the Head of Family Office Services at the Heritage Trust Group since January 2016. His main focus is on advising Asian Business Families with governance structures to timely prepare them for Family and Business succession. Hans has over 23 years of experience in the financial service industry spanning 6 countries on 3 continents in both corporate banking and wealth management. Since 2006 he is based in Asia in senior roles wealth management roles, his time almost equally split between Hong Kong and Singapore. In his last role he was CEO Asia for Credit Agricole Suisse and responsible for the Asian wealth management activities. Prior to that, Hans was Managing Director, Head of South East Asia Advisory at Merrill Lynch. For ABN AMRO he worked in senior roles in Brazil, the Netherlands, Luxembourg, Gibraltar, Hong Kong and Singapore across private and corporate banking. His last role was CEO, private banking Asia. Hans is a Dutch national and graduated from Erasmus University Rotterdam with a Master’s degree in Commerce and Business Administration.

Patricia Thomas, as CEO of APAC, is responsible for all investment activities, including fund raising, building client relationships and product development. She oversees all operations and finance activities of Fact Family Office and LP Suisse Group in Asia. With over 30 years of experience in the private banking industry, Patricia has a significant track record of success in investment management and business development, trust and funds set-up, as well as tax and compliance. She was the Head of Private Banking Asia for Banque Indosuez (Credit Agricole) and Manufacturers Hanover Trust Company (JP Morgan). In 1997, she set up the first four immigration funds in Hong Kong and was the first to launch the sale of derivative products to high net worth individuals in Asia. During her tenure at Banque Indosuez, it was accredited “Most Innovative Private Bank in Asia” by Asia Finance Magazine. Patricia is a member of the Institute of Chartered Accountants of England and Wales (Fellow).

Our CEO and Founder has extensive experience in the wealth management sector, having spent over 20 years in this field with major financial institutions, namely Citigroup, Standard Chartered Bank and Societe Generale, before founding Infinity Partners in 2010. During her years with the Banks, she was Country Head overseeing marketing teams and developing business strategies, and at the same time, was hands-on in managing client-relationships. As a senior private banker with many years of experience dealing with the largest and prominent families in Asia, she has developed a deep understanding for the requirements and investment needs of the high-net worth families in the region. She holds a Bachelor degree from the US majoring in Business Economics.

Lee Woon Shiu is Managing Director, Head of Wealth Planning, Trust & Insurance at Bank of Singapore Limited.          

He is responsible for all marketing, client development and professional training aspects of trust and estate planning services in Asia Pacific, with particular emphasis on China, Taiwan, Hong Kong & South East Asia.

Advising several high net-worth families in Singapore in planning and structuring of onshore and offshore trust structures to conform with trust and estate duty legislation in Singapore, Lee also assisted in drafting trust deeds and declarations of trust for such families and in researching on the estate duty tax implications of holding assets in their personal names in Singapore, Hong Kong, Indonesia, Thailand, Philippines and Malaysia.   

Lee also spearheaded and executed projects and training programs for training of new private bankers and client service officers/associates in the Asia Pacific offices with regard to sales strategy and trust administration.

Lee graduated with a Bachelor of Laws (Honours) 2nd Upper Division from the National University of Singapore.

Peter is responsible for the leadership and growth of Amicorp's global Institutional Sales division, across more than 40 offices and 30 countries, running a sales team of 12 across Hong Kong, Singapore, Dubai, Zurich, New York and Miami. The Institutional Sales division leads Amicorp's engagement with its top 50 priority relationships, including global private banks, family offices, professional services firms and independent asset managers.

In this role, Peter has led a number of major transactions, involving entity and portfolio acquisitions that accelerate the growth of Amicorp’s fiduciary offerings in key markets, product segments and jurisdictions. More than half of the top 10 global private banks, choose Amicorp as their strategic provider, because of their global coverage, breadth of proposition, scalable platform, and specialist knowledge of jurisdictions and products across the key markets that they operate in.

Peter joined the Amicorp Group in February 2012, after 10 years in private banking, and institutional asset management in Europe, Africa, Asia and Australia at Macquarie Bank and Westpac. Prior to a career in financial services, Peter spent 7 years with Arthur Andersen in Australia, Asia and the US, in private clients, transactions, mergers and acquisitions, risk management and audit.

Peter was raised in Sydney Australia, is a Chartered Accountant and holds a Masters of Commerce (Macquarie University) and Bachelor of Commerce (UNSW). Peter is married with 2 children and lives in Hong Kong.

Yai Sukonthabhund is Partner and CEO of Crossbridge Capital Asia. Crossbridge Capital is a global wealth management firm that provides independent and tailored investment solutions to private clients. Crossbridge Capital was founded in 2008 and has regulated offices in London, Singapore and Monaco with approximately US$3 billion under supervision. 

Prior to joining Crossbridge Capital, Yai worked at Deutsche Bank, Citibank and Bank Julius Baer. 

Ted Low is a partner in GAO Capital, a Family Office Co-op. He currently heads the Direct Investments team.
 
Prior to GAO Capital, Ted was a Founding Partner in a boutique advisory firm specialising in greenfield mining projects. He is also actively involved with his family's business in property development and hospitality in China, Hong Kong, Malaysia and Australia. Ted’s family has held a successful enterprise in the region for three generations. His experience in the Asian markets have been invaluable in understanding hedge funds with exposure to the region. Prior to that, Ted was a research analyst in a multi-billion dollar hedge fund based in Boston focusing on technical analysis.

Sean joined Trident Trust in 2016 and has overall responsibility for Trident’s Singapore operations. Sean has held senior positions at both independent and institutional trust companies during his 30-year career, which spans both Asia and Europe. He has advised many international high net worth clients on the use of trusts and other estate planning vehicles. Sean is a Fellow of the Association of Chartered Certified Accountants and a qualified Trust & Estate Practitioner.

Wai Soon is the Head of Goldman Sachs’ Strategic Wealth Advisory Team in Asia who assists clients and their advisors in international tax and wealth planning. She has more than 10 years’ international experience helping Asian families with their multi-jurisdictional tax, succession, family governance and philanthropic needs associated with the creation, preservation and transfer of wealth to successive generations. Prior to joining Goldman Sachs, Wai Soon was a Wealth Advisor at J.P. Morgan Hong Kong and a Regional Trust Professional at Merrill Lynch Singapore. She started her career as a lawyer in a boutique law firm in Singapore specializing in M&A. Wai Soon graduated, with Honors, from the Faculty of Law, National University of Singapore and was an Advocate and Solicitor of the Supreme Court of Singapore. She is a member of Singapore Academy of Law, Association of Corporate Counsels (US), and the Society of Trust and Estate Practitioners. She is fluent in English, Mandarin and Cantonese.

Steve is a Swiss national who now calls Singapore home. He joined Swiss-Asia in January of 2008, and has 20 years’ experience working in the Trading, Wealth Management and Alternative Funds space. Before joining the Swiss-Asia team, Steve spent 10 years as the Head of Trading and Treasury for Swissquote Bank in Geneva. Steve specialises in translating business goals and visions into actionable, profitable and sustainable business lines. He conceptualises and builds Swiss-Asia’s projects from the ground up, handling all required negotiation and structuring of deals throughout the Asian market. He is an innovator who delivers solid projects in which he is responsible for all aspects of risk, compliance, finance and operations. Steve is a respected industry expert whose dedication to Swiss-Asia’s delivery of excellence, integrity, and financial independence garner many invitations to speak regarding the current climate and future of Wealth Management and Alternative Investments. He is a frequent lecturer at the Singapore Management University (SMU) MBA Class and guest speaker at many International Wealth Management Conferences and Forums throughout Asia. In addition to his role as COO & Managing Partner for Swiss-Asia, Steve is the President of the Association of Independent Asset Managers in Singapore (AIAM). AIAM is committed to the growing Independent Asset Management Industry and its role in strengthening Singapore’s economy. Steve is also registered as a Professional Director with the Cayman Islands Monetary Authority and sits on the board of Directors of a large panel of Hedge Funds.

Sunil has over 15 years of experience in providing financial services solutions to clients. His areas of focus include trustee and private client services, regulatory compliance and immigration. Prior to joining the firm, he worked at PwC’s Financial Services practice and at Deutsche Bank in London. He is a qualified Chartered Accountant and Trust and Estate Practitioner. He has a first class honours degree from Oxford University.

Lefan represents large multinational and US Fortune 500 companies and large Chinese enterprises in cross-border mergers and acquisitions, joint ventures, real estate investment, corporate restructuring, and other international investment, international trade and commercial transactions, including technology development and license; in clean tech and clean energy areas, representing clients on making investments in those areas and advising on energy management contracting (EMC) related matters.

He also represents private equity, investment banks and other financial institutions in the areas of corporate finance, growth and buyout private equity investments, mergers and acquisitions, reverse mergers, capital markets, and direct investment in China.

He also represents major Chinese companies and other clients in overseas (outbound) investments and global and domestic sponsorship matters.

Eric is an international tax professional and holds a master degree in Fiscal Economics in The Netherlands. He started as international tax advisor at Arthur Andersen and switched in 1999 to in-house tax departments of multinationals, first at Philips Electronics, followed by 11 years as global Head of Tax of Atos Origin. Eric joined the Amicorp Group in 2012 as group international tax consultant. In this capacity Eric is focusing on global developments to multilateral automatic exchange of information that lead to Global Tax Transparency, including FATCA, IGAs and the G20/OECD initiative to Common Reporting Standards. Eric is global lead of the FATCA team of Amicorp, responsible for product and business development of FATCA compliance services and compliant solutions in the private client market.

With a background in many different aspects of wealth management, Steven Seow was appointed Mercer's head of wealth management in Asia in October 2013. Although based in Singapore, he travels extensively to work with the firm's financial institution client base across Asia. Prior to joining Mercer, Steven was director of banking and wealth management at Ernst & Young Advisory in Singapore for just over five years, offering private and retail banks in Asia business advisory services in investment suitability, product development and business operations controls. His has also worked in Citi Private Bank, IBM Business Consulting, PricewaterhouseCoopers Consulting and Odyssey Financial Technologies.

Helene Li is Head of Strategic Planning, Brand & Communications, Asia Pacific for BNP Paribas’ wealth management division, a role she has held since 2013.

A seasoned management consultant and finance industry professional, Helene has held various senior management positions in business strategy, marketing and branding throughout her career which includes tenure at global consulting giant Boston Consulting Group and Towers Watson.

Prior to joining BNP Paribas, Helene held similar roles for J.P. Morgan Private Bank and Swiss wealth management firm Lombard Odier. In these capacities, she was instrumental in forging a set of value propositions that resonate with the legacy sustaining and wealth preservation needs of Asian family offices.

To further advocate these topics, she partnered with the Hong Kong Polytechnic University in organizing the “Creative Capitalism” Forum in 2010, which formed a cross-sector platform to debate and deepen the call for action in driving sustainable family legacy and socially meaningful engagements for the ultra-high-net-worth families.

A sought-after speaker and moderator at Family Office and Venture Philanthropy forums, Helene graduated from the University of Hong Kong with a First Class Honors degree in English and Economics.

Prior to joining Swiss Life Steve Hickman worked for Old Mutual as Head of Region, CEO & Global Head of High Net Worth. Prior to this he was at HSBC in Hong Kong, where he was head of distribution for HNW worth business. At HSBC he played a key role in the design and implementation of the HSBC high net worth insurance proposition. Prior to HSBC, Steve worked for American International Assurance in Hong Kong, where he redesigned the high net worth brokerage channel. Steve has 25 years of insurance experience, including 16 years in Asia. Before coming to Asia, Steve gained extensive sales experience in the US, South America, Eastern Europe working at AIG, American General, Sun America and ALICO.

Joseph McBurney has over 18 years’ experience in the trust and fiduciary industry in Europe, the Caribbean and Asia, with a focus on private clients. Prior to joining Asiaciti Trust in March 2015, he was Head of Trust for an independent trust company in Singapore and General Manager of an office in Geneva. Joseph is a member of STEP.

Tobias has been a former tax consultant in Indonesia and Singapore for more than 8 years. He has been with Amicorp and handling the Indonesia market since 2011.

Hrishi is a member of the leadership team at Taurus. He has over 16 years of private banking experience across New York, London, Singapore and East and Southern Africa. He has worked in the private banking divisions of Citibank, Barclays Wealth and Standard Chartered. Hrishi has managed high net worth clients based in Kenya, Zambia, Botswana, and South Africa. He has leveraged his knowledge and experience in banking, credit, investments, and wealth structuring to address the financial needs of clients. At Taurus, he advises families of various nationalities based in Zambia, Botswana and Singapore. His extensive experience across East and Southern Africa allowed Taurus to establish a footprint in Africa. He travels to Zambia, Botswana and Kenya to continue to develop strong relationships with clients who require a family office service. In 2017, Hrishi won the Outstanding Young Private Bankers Award at the Private Banker International Global Wealth Summit and Awards. Hrishi is from Kerala, India and grew up in Tanzania, Zambia and Swaziland, but maintains strong ties with Kerala. He earned his International Baccalaureate Diploma from Waterford Kamhlaba United World College of Southern Africa in Swaziland. He has a BA in Economics with distinction from Cornell University in the US and Masters in Operations Research and Industrial Engineering also from Cornell. He has an MBA from the INSEAD business school. Hrishi is a keen tennis player and golfer. He is married with one son and takes his family time very seriously.

Carol founded WYNNES Family Group in 1998. The Group engages in three associated businesses, namely financial advisory, family office and family trust. Through them, WYNNES serves families by developing business strategies, setting up family office, managing investments and succession planning.

For over 30 years, Carol accumulated a broad spectrum of experiences in the broadcasting, telecommunications and financial industry. Within the financial industry, she acquired experience in futures & commodities trading, forex and stock trading, real estate, insurance business development, financial advisory and private equity. Carol is a qualifying and life member of the Million Dollar Round Table, a premier association of financial professionals in the US.

Carol contributes actively in enriching the lives of women and families. She is deeply involved in Women Business Connections (WBC) and contributes to WINGS - Women’s Initiative for Aging Successfully, a project of TSAO Foundation. She is also actively involved with the Association of Financial Advisers, Singapore.

Carol is certified as a Chartered Family Office Specialist (CFOS) by the Family Office Institute (Florida, US). She graduated from the National University of Singapore with a Bachelor of Engineering.

Peter acts for private clients in a wide range of areas, including international business development and structuring, and tax and estate planning. He has been practicing in Monaco since 1988 and now shares his time between Monaco and Asia. Peter is managing director of the Rosemont International group, which provides an all-round multi-disciplinary service to individuals and their families, and assists in structuring and administering a client's financial world covering the important areas of interest to clients including:

• Tax, estate and business planning
• Onshore and offshore corporate and fiduciary activities

Peter is a Fellow of the Institute of Chartered Accountants of England & Wales and has been a member of STEP since 1998. He is a member of the Institute of Directors, the ITPA (International Tax Planning Association), AMCO (Association Monégasque des Compliance Officers), and Secretary of the Monaco Association of Trust and Company Service Providers - AMPA (Association Monégasque des Professionnels en Administration de Structures Etrangères).

Ntoudi Mouyelo joined Amicorp Group in 2013 as Director, Business Development.

Based in Singapore, Ntoudi is responsible in providing strategic solutions in corporate management, trust and fund to family offices, financial institutions and high net worth individuals, across South East Asia. Together with the Business Development team, he is instrumental in further developing Amicorp’s fund activities, from structuring to fund administration, and established a better positioning in Singapore.

Prior to Amicorp, Ntoudi worked for 14 years at Banque Internationale a Luxembourg, where he held several senior roles in Luxembourg and Singapore. In his last appointment as Head of Wealth Banking Services and member of the Executive Committee, based in Singapore, Ntoudi was responsible for development of the sales network through financial intermediaries such as external asset managers, tax advisors, insurance brokers and financial advisors across Asia Pacific.

Ntoudi holds a Master in Banking & Finance (Hons) from Luxembourg School of Finance (Luxembourg) and Stern University (United States) as well as a Bachelor degree in Engineering from Ecole Polytechnique of Montreal (Canada). 

Dawn Quek advises on tax and wealth management. She assists high net worth families with their tax, trust and estate planning issues on a multijurisdictional basis, focusing on setting up family offices and using onshore and offshore trust structures and other vehicles to help clients hold and transfer wealth through generations. She advises financial institutions serving such families on issues and regulations that affect their business. She also provides and coordinates regional tax advice for multinational corporations and financial institutions on cross-border transactions and tax restructuring. She has extensive experience in advising on tax issues in respect of mergers and acquisitions, and has assisted many clients in resolving tax disputes. Dawn is also recognised as a key individual in the area of wealth management by leading legal and tax directories including Chambers and Partners and Legal 500.

Professor Annie Koh is Vice President for Business Development and External Relations at the Singapore Management University (SMU). An Associate Professor of Finance, Prof Koh also holds the position of Academic Director of the Financial Training Institute (FTI), Centre for Professional Studies (CPS), International Trading Centre (ITC) and Business Families Institute (BFI) at SMU. A Fulbright scholar, Prof Koh has a PhD in International Finance from the Stern School of Business, New York University. With wide research interests in Family Office and Family Business Research, Investor Behaviour, Alternative Investments, and Enterprise Risk Management, Prof Koh is a frequently sought after conference speaker, panel moderator and expert commentator.

Alexis Tan has more than 10 years of experience in the immigration industry. Before joining Henley & Partners she owned her own immigration firm based in Singapore and successfully helped clients obtain residency in Canada, Australia and the US. She also holds a real estate license in Singapore and is well versed on property investment locally. She has studied and worked in both Canada and the US where she earned her bachelor’s degree from Indiana State University. She speaks English, Mandarin, Cantonese and Taiwanese.

David has over 25 years experience in the international financial services arena. He has lived and worked in seven countries and has played a significant role in the development and execution of strategy at several of the world’s premiere banks and trust companies.

A qualified barrister and solicitor in Ontario, Canada and Bermuda, David served as General Counsel to Wood Gundy Inc., one of Canada’s largest Investment Banks and to Bank of Bermuda Limited. He has subsequently held increasingly senior management roles with Coutts, UBS, Franklin Templeton, the law firm of Conyers, Dill & Pearman, Barclays and EFG.

David holds a Bachelor of Arts from Huron University College at the University of Western Ontario, a Bachelor of Laws from the University of Windsor and a Master of Business Administration from Southern Methodist University. David is a member of the Society of Trust and Estate Practitioners and has served on the STEP Branch Executive in the Bahamas, Bermuda and Guernsey.

Amongst his professional accolades, David has been named to the Citywealth Leaders List every year since 2009 and serves on the STEP Private Client Awards Panel of Experts. David is a frequent speaker at industry trade gatherings and has published numerous articles on topics of interest to the international private banking, trust and investment community.

David has served as trusted advisor to ultra-high-net-worth families, numerous family offices, select institutional clients and several philanthropic enterprises on matters relating to succession, growth, leadership, risk mitigation, regulatory control and governance.

David has counselled clients on six continents and has been engaged in the establishment and administration of over 100 private trust companies. He has extensive experience in all transactional aspects associated with the structuring, financing and management of diverse asset classes such as multi-national manufacturing and production facilities, new and old media assets, entertainment conglomerates, hotel chains, professional sports franchises, commercial and residential real estate, ships, aircraft, intellectual property and a variety of chattels including wine, classic automobiles, antiquities, bloodstock and fine art.

Kevin is the co-head of Zhong Lun’s Private Client practice. His practice focuses on trusts, tax, regional corporate structuring and transactions with over 30 years of experience in the areas of private wealth advisory, trusts, tax, corporate and commercial law, mergers and acquisitions, private equity, cross-border transactions, and a wide range of business law. He is qualified in Hong Kong and Canada, and advises clients in respect of both jurisdictions.

Kevin acts as counsel for major corporations headquartered in Hong Kong, China, the USA, Canada, Japan and other jurisdictions. He also represents numerous high net worth clients from around the world on diverse matters including succession planning, tax advisory and compliance, asset preservation, family businesses, private equity investments and philanthropy.

Wong Lee is Managing Director, Head of Wealth Planning for South Asia at UBP. Based in Singapore, Lee leads a team of wealth planners, focusing on the markets of Singapore, Indonesia, Malaysia and Thailand and the Global NRI segment. She is also responsible for spearheading the creation of innovative and market-leading wealth structuring solutions in the areas intergenerational succession planning, tax and estate planning, legacy planning, liquidity planning and philanthropy advisory. A lawyer by training, Lee has almost 20 years of experience in the legal, fiduciary and financial services. She had previously joined Coutts from UBS, where she was responsible for advising high net worth clients in addressing their family wealth transition needs as well as philanthropic aspirations through bespoke protection and preservation structures. Lee graduated with a Bachelor of Laws from the National University of Singapore.

Joining Credit Suisse in 1998 as an analyst, Philipp Piaz commenced his comprehensive career in private banking and wealth management. During his time at Credit Suisse, Philipp held a number of senior roles, relocating from Zürich to Singapore in 2001 to undertake Thailand Private Client Business Development in his role as Vice President. In 2004, Philipp joined the senior management of Deutsche Bank AG, with whom he was affiliated for 5 years. In his role as Director, Philipp was responsible for the development of Deutsche Bank’s Thai Private Client Business. In 2009, he became Co-Founder & Managing Partner at Finaport, overseeing the expansion of the firm's Asian operations. Philipp is a founding member of the Association of Independent Asset Managers (AIAM) in Singapore, and was appointed President of the AIAM in 2018. Philipp undertook Elementary Studies of Economics and Law at University of St. Gallen in Switzerland.

Dicky Fong is the Head of Institutional Sales – North Asia of Amicorp Group. 

Dicky is a senior trust specialist with experience in tax advisory and succession planning. Dicky is a qualified accountant in Australia, Hong Kong and the United Kingdom. Dicky most recent engagement was with Bank Julius Baer as a wealth planner covering North Asia.  Dicky’s earlier professional career includes working in Citi Private Bank, as global wealth structuring consultant and as a tax partner with BDO.

Dicky is very experienced in assisting High Net Worth clients on wealth and succession planning. Dicky assisted private banks relationship managers to attend to specific needs on wealth planning and succession planning, including dealing with regulatory changes and reporting arising from CRS and FATCA. Dicky has specific trust experience with Cayman, BVI and Singapore offshore jurisdictions.

Dicky holds a Master of Business Administration from Griffith University and Bachelor of Commerce from University of Southern Queensland in Australia. Dicky is a member of The Hong Kong Institute of CPAs; the Association of Chartered and Certified Accountants and The CPA Australia.

Professor Annie Koh is Vice President for Business Development and External Relations at the Singapore Management University (SMU). An Associate Professor of Finance, Prof Koh also holds the position of Academic Director of the Financial Training Institute (FTI), Centre for Professional Studies (CPS), International Trading Centre (ITC) and Business Families Institute (BFI) at SMU. A Fulbright scholar, Prof Koh has a PhD in International Finance from the Stern School of Business, New York University. With wide research interests in Family Office and Family Business Research, Investor Behaviour, Alternative Investments, and Enterprise Risk Management, Prof Koh is a frequently sought after conference speaker, panel moderator and expert commentator.

Sean joined Trident Trust in 2016 and has overall responsibility for Trident’s Singapore operations. Sean has held senior positions at both independent and institutional trust companies during his 30-year career, which spans both Asia and Europe. He has advised many international high net worth clients on the use of trusts and other estate planning vehicles. Sean is a Fellow of the Association of Chartered Certified Accountants and a qualified Trust & Estate Practitioner.

Peter acts for private clients in a wide range of areas, including international business development and structuring, and tax and estate planning. He has been practicing in Monaco since 1988 and now shares his time between Monaco and Asia. Peter is managing director of the Rosemont International group, which provides an all-round multi-disciplinary service to individuals and their families, and assists in structuring and administering a client's financial world covering the important areas of interest to clients including:

• Tax, estate and business planning
• Onshore and offshore corporate and fiduciary activities

Peter is a Fellow of the Institute of Chartered Accountants of England & Wales and has been a member of STEP since 1998. He is a member of the Institute of Directors, the ITPA (International Tax Planning Association), AMCO (Association Monégasque des Compliance Officers), and Secretary of the Monaco Association of Trust and Company Service Providers - AMPA (Association Monégasque des Professionnels en Administration de Structures Etrangères).

Carol founded WYNNES Family Group in 1998. The Group engages in three associated businesses, namely financial advisory, family office and family trust. Through them, WYNNES serves families by developing business strategies, setting up family office, managing investments and succession planning.

For over 30 years, Carol accumulated a broad spectrum of experiences in the broadcasting, telecommunications and financial industry. Within the financial industry, she acquired experience in futures & commodities trading, forex and stock trading, real estate, insurance business development, financial advisory and private equity. Carol is a qualifying and life member of the Million Dollar Round Table, a premier association of financial professionals in the US.

Carol contributes actively in enriching the lives of women and families. She is deeply involved in Women Business Connections (WBC) and contributes to WINGS - Women’s Initiative for Aging Successfully, a project of TSAO Foundation. She is also actively involved with the Association of Financial Advisers, Singapore.

Carol is certified as a Chartered Family Office Specialist (CFOS) by the Family Office Institute (Florida, US). She graduated from the National University of Singapore with a Bachelor of Engineering.

Dawn Quek advises on tax and wealth management. She assists high net worth families with their tax, trust and estate planning issues on a multijurisdictional basis, focusing on setting up family offices and using onshore and offshore trust structures and other vehicles to help clients hold and transfer wealth through generations. She advises financial institutions serving such families on issues and regulations that affect their business. She also provides and coordinates regional tax advice for multinational corporations and financial institutions on cross-border transactions and tax restructuring. She has extensive experience in advising on tax issues in respect of mergers and acquisitions, and has assisted many clients in resolving tax disputes. Dawn is also recognised as a key individual in the area of wealth management by leading legal and tax directories including Chambers and Partners and Legal 500.

Hrishi is a member of the leadership team at Taurus. He has over 16 years of private banking experience across New York, London, Singapore and East and Southern Africa. He has worked in the private banking divisions of Citibank, Barclays Wealth and Standard Chartered. Hrishi has managed high net worth clients based in Kenya, Zambia, Botswana, and South Africa. He has leveraged his knowledge and experience in banking, credit, investments, and wealth structuring to address the financial needs of clients. At Taurus, he advises families of various nationalities based in Zambia, Botswana and Singapore. His extensive experience across East and Southern Africa allowed Taurus to establish a footprint in Africa. He travels to Zambia, Botswana and Kenya to continue to develop strong relationships with clients who require a family office service. In 2017, Hrishi won the Outstanding Young Private Bankers Award at the Private Banker International Global Wealth Summit and Awards. Hrishi is from Kerala, India and grew up in Tanzania, Zambia and Swaziland, but maintains strong ties with Kerala. He earned his International Baccalaureate Diploma from Waterford Kamhlaba United World College of Southern Africa in Swaziland. He has a BA in Economics with distinction from Cornell University in the US and Masters in Operations Research and Industrial Engineering also from Cornell. He has an MBA from the INSEAD business school. Hrishi is a keen tennis player and golfer. He is married with one son and takes his family time very seriously.

Joining Credit Suisse in 1998 as an analyst, Philipp Piaz commenced his comprehensive career in private banking and wealth management. During his time at Credit Suisse, Philipp held a number of senior roles, relocating from Zürich to Singapore in 2001 to undertake Thailand Private Client Business Development in his role as Vice President. In 2004, Philipp joined the senior management of Deutsche Bank AG, with whom he was affiliated for 5 years. In his role as Director, Philipp was responsible for the development of Deutsche Bank’s Thai Private Client Business. In 2009, he became Co-Founder & Managing Partner at Finaport, overseeing the expansion of the firm's Asian operations. Philipp is a founding member of the Association of Independent Asset Managers (AIAM) in Singapore, and was appointed President of the AIAM in 2018. Philipp undertook Elementary Studies of Economics and Law at University of St. Gallen in Switzerland.

Steve is a Swiss national who now calls Singapore home. He joined Swiss-Asia in January of 2008, and has 20 years’ experience working in the Trading, Wealth Management and Alternative Funds space. Before joining the Swiss-Asia team, Steve spent 10 years as the Head of Trading and Treasury for Swissquote Bank in Geneva. Steve specialises in translating business goals and visions into actionable, profitable and sustainable business lines. He conceptualises and builds Swiss-Asia’s projects from the ground up, handling all required negotiation and structuring of deals throughout the Asian market. He is an innovator who delivers solid projects in which he is responsible for all aspects of risk, compliance, finance and operations. Steve is a respected industry expert whose dedication to Swiss-Asia’s delivery of excellence, integrity, and financial independence garner many invitations to speak regarding the current climate and future of Wealth Management and Alternative Investments. He is a frequent lecturer at the Singapore Management University (SMU) MBA Class and guest speaker at many International Wealth Management Conferences and Forums throughout Asia. In addition to his role as COO & Managing Partner for Swiss-Asia, Steve is the President of the Association of Independent Asset Managers in Singapore (AIAM). AIAM is committed to the growing Independent Asset Management Industry and its role in strengthening Singapore’s economy. Steve is also registered as a Professional Director with the Cayman Islands Monetary Authority and sits on the board of Directors of a large panel of Hedge Funds.

Alexis Tan has more than 10 years of experience in the immigration industry. Before joining Henley & Partners she owned her own immigration firm based in Singapore and successfully helped clients obtain residency in Canada, Australia and the US. She also holds a real estate license in Singapore and is well versed on property investment locally. She has studied and worked in both Canada and the US where she earned her bachelor’s degree from Indiana State University. She speaks English, Mandarin, Cantonese and Taiwanese.

Ted Low is a partner in GAO Capital, a Family Office Co-op. He currently heads the Direct Investments team.
 
Prior to GAO Capital, Ted was a Founding Partner in a boutique advisory firm specialising in greenfield mining projects. He is also actively involved with his family's business in property development and hospitality in China, Hong Kong, Malaysia and Australia. Ted’s family has held a successful enterprise in the region for three generations. His experience in the Asian markets have been invaluable in understanding hedge funds with exposure to the region. Prior to that, Ted was a research analyst in a multi-billion dollar hedge fund based in Boston focusing on technical analysis.

Lefan represents large multinational and US Fortune 500 companies and large Chinese enterprises in cross-border mergers and acquisitions, joint ventures, real estate investment, corporate restructuring, and other international investment, international trade and commercial transactions, including technology development and license; in clean tech and clean energy areas, representing clients on making investments in those areas and advising on energy management contracting (EMC) related matters.

He also represents private equity, investment banks and other financial institutions in the areas of corporate finance, growth and buyout private equity investments, mergers and acquisitions, reverse mergers, capital markets, and direct investment in China.

He also represents major Chinese companies and other clients in overseas (outbound) investments and global and domestic sponsorship matters.

Michael has an extensive background in financial services in Asia, Europe and North America. He has been in Asia-Pacific since 1995 – first in Hong Kong for six years, then in Sydney and Singapore, returning to Hong Kong in 2007. Before setting up Hubbis in early 2009, Michael founded Pacific Prospect in 2002 and sold it to global business-to-business publisher Incisive Media in 2006, continuing to serve as Chief Executive Officer until October 2008. Prior to Pacific Prospect, Michael worked for nine years in financial markets publishing. He joined Euromoney Publications in 1993 as the publisher of a quarterly magazine, International Bond Investor. In 1995, Michael joined Thomson Financial Services (now Thomson Reuters) to conceive and launch Finance Asia magazine. While he was Managing Director of Finance Asia, Michael also started the Asian Debt Review, Asian Private Capital Magazine and started the Finance Asia Conference Business. In 1997, Michael founded FIA Limited. Born in North Wales, Michael was head boy of St David’s College Llandudno. He has a degree in Business Administration from Cardiff University. And is married with three children - Reanna, Garett and Tarryn.

Michael has an extensive background in financial services in Asia, Europe and North America. He has been in Asia-Pacific since 1995 – first in Hong Kong for six years, then in Sydney and Singapore, returning to Hong Kong in 2007. Before setting up Hubbis in early 2009, Michael founded Pacific Prospect in 2002 and sold it to global business-to-business publisher Incisive Media in 2006, continuing to serve as Chief Executive Officer until October 2008. Prior to Pacific Prospect, Michael worked for nine years in financial markets publishing. He joined Euromoney Publications in 1993 as the publisher of a quarterly magazine, International Bond Investor. In 1995, Michael joined Thomson Financial Services (now Thomson Reuters) to conceive and launch Finance Asia magazine. While he was Managing Director of Finance Asia, Michael also started the Asian Debt Review, Asian Private Capital Magazine and started the Finance Asia Conference Business. In 1997, Michael founded FIA Limited. Born in North Wales, Michael was head boy of St David’s College Llandudno. He has a degree in Business Administration from Cardiff University. And is married with three children - Reanna, Garett and Tarryn.

Michael has an extensive background in financial services in Asia, Europe and North America. He has been in Asia-Pacific since 1995 – first in Hong Kong for six years, then in Sydney and Singapore, returning to Hong Kong in 2007. Before setting up Hubbis in early 2009, Michael founded Pacific Prospect in 2002 and sold it to global business-to-business publisher Incisive Media in 2006, continuing to serve as Chief Executive Officer until October 2008. Prior to Pacific Prospect, Michael worked for nine years in financial markets publishing. He joined Euromoney Publications in 1993 as the publisher of a quarterly magazine, International Bond Investor. In 1995, Michael joined Thomson Financial Services (now Thomson Reuters) to conceive and launch Finance Asia magazine. While he was Managing Director of Finance Asia, Michael also started the Asian Debt Review, Asian Private Capital Magazine and started the Finance Asia Conference Business. In 1997, Michael founded FIA Limited. Born in North Wales, Michael was head boy of St David’s College Llandudno. He has a degree in Business Administration from Cardiff University. And is married with three children - Reanna, Garett and Tarryn.

Michael has an extensive background in financial services in Asia, Europe and North America. He has been in Asia-Pacific since 1995 – first in Hong Kong for six years, then in Sydney and Singapore, returning to Hong Kong in 2007. Before setting up Hubbis in early 2009, Michael founded Pacific Prospect in 2002 and sold it to global business-to-business publisher Incisive Media in 2006, continuing to serve as Chief Executive Officer until October 2008. Prior to Pacific Prospect, Michael worked for nine years in financial markets publishing. He joined Euromoney Publications in 1993 as the publisher of a quarterly magazine, International Bond Investor. In 1995, Michael joined Thomson Financial Services (now Thomson Reuters) to conceive and launch Finance Asia magazine. While he was Managing Director of Finance Asia, Michael also started the Asian Debt Review, Asian Private Capital Magazine and started the Finance Asia Conference Business. In 1997, Michael founded FIA Limited. Born in North Wales, Michael was head boy of St David’s College Llandudno. He has a degree in Business Administration from Cardiff University. And is married with three children - Reanna, Garett and Tarryn.