Digital Wealth Asia 2017

Joe Rothermich is a Director of Data Science for Thomson Reuters Labs. His background includes machine learning and quantitative finance.  At Thomson Reuters, he is building a lab in Singapore to work with customers and partners to identify and pursue new business opportunities through data science, big data, and proof-of-concepts. The lab works on projects that range from looking for alpha in novel data sets to identifying forced labor and corruption in supply chains using big data.

Prior to Thomson Reuters, Joe was a quantitative portfolio manager at a Lincoln Vale LLC, a Fintech startup founder, and a consultant. Joe received an M.Sc. in Natural Computation from the University of Birmingham, UK, and a B.S. in Systems Analysis from Miami University. He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and the Boston Security Analysts Society.

Alex is the CEO of FInFabrik. With a career spanning 18 years in FinServ and Fintech spent in the trenches of various Global Tier 1 financial institutions across various business lines, markets and asset classes.

His plain-talking ways of simplifying complex issues and technologies make him a sought after public speaker and advisor particularly for debunking the blockchain hype and pushing the agenda for real innovation.

His work in Fintech is at the forefront of the next wave of banking, using technology to improve the customer journey particularly in capital markets and wealth management. 

En Lai joined UBS in 2015 from DBS Bank, where he led the investment communications team for the Chief Investment Office. He was later tasked with DBS’ Digital Bank content strategy ahead of its launch in India. Prior to joining DBS, he was the APAC head for Political/General News at the Wall St Journal/Dow Jones Newswires. He has had stints at Bloomberg News, The Associated Press and The Straits Times, Singapore in a career spanning 16 years. He was twice a Pulitzer finalist for his International News and Breaking News reporting for The Associated Press. 

Michael is launching partner and CEO of 360F. Before that, he was Managing Partner andCEO of Synpulse, a globally active management consultancy firm. A trusted adviser to theinternational financial services industry, Synpulse has around 400 employees inSwitzerland, Germany, the US, UK, Singapore, Sydney and Hong Kong.Michael was a major shareholder and sold his stake in 2016, Michael’s professional career began as technical project manager with Living Systems. He then went on to become consultant with the Boston Consulting Group Switzerlandin the areas of Financial Services. During his consulting career, Michael focusedpredominantly on Wealth Management and Life Insurance. He has extensive experience in the areas of distribution, customer orientation, process optimization and platform projects. Michael has led and participated in over 100 projects in more than 20 years. Michael studied physics at Karlsruhe University in Germany (1991 - 1996), École Nationale Supérieure de Physique de Grenoble in France (1993 - 1994) and at the University of Sheffield in England (1994 - 1995). He completed his studies with degree as Master of Science and a degree as Master of Philosophy. In 2006, he also obtained a master degree in insurance management from the University of St. Gallen in Switzerland.

Vineet is a senior financial services professional with almost 3 decades in the Banking and Financial Services Industry, across  wealth management- buy and sell side, banking- private client and retail banking, and insurance- pensions and life. He has an  extensive track-record in driving sustainable top-line growth, establishing effective risk-controlled governance regimes, and  spearheading lasting transformation , in both line and matrix settings. Vineet has held roles of  progressing responsibilities with HSBC, ANZ, ING, and Citibank, at country, regional and global levels. He currently leads the  wealth management practice for Arete Financial Partners, a management consulting boutique, based in Singapore, offering M&A, Digital & Strategy advisory services to banks, asset managers and insurers, regionally. Vineet is a CFA charter holder, with an MBA and degree in Engineering. A Singapore national, he is a member of the Singapore Institute of Directors, and CFA Singapore.

Mark Nelligan is Pershing’s senior business representative in Asia Pacific. He is based in Singapore and is responsible for relationship management and business development in the region. He is a member of BNY Mellon’s Asia Pacific Executive Committee and is chief executive officer of Pershing Securities Singapore Private Ltd, which holds a capital markets license to service Singapore financial intermediaries. He has over 20 years of financial services experience. Mark joined Pershing in October 2002 from ING Barings, Singapore, where he was the chief operating officer with responsibility for the bank’s commercial and investment banking operational support platform in South East Asia, Vietnam and India. Prior to this, he held several senior operational roles in Hong Kong, India and London. He is a Fellow of the Institute of Chartered Accountants in England & Wales (FCA, ICAEW) and a graduate of Jesus College, Cambridge University.

Shirley Crystal Chua founded Golden Equator in 2012, which has today become a synergistic group of businesses comprising five businesses including a multi-family office, a fund management company, a personal finance management platform, a business consultancy, and a community-focused workspace. For close to 20 years, Shirley has been a trusted advisor for ultra-high-net-worth families and individuals (UNHWs). She currently also oversees the Group’s multi-family office, Golden Equator Wealth. An enterprising visionary, she has successfully leveraged a wealth of experience gained during her career to distil and master the exceptional art of business architecture.

Smita Choudhary is the Head of Digital and Business Transformation at Bank of Singapore where she is responsible for the definition and execution of the bank’s digital strategy and roadmap. Her team is also responsible to drive large scale transformational initiatives with technology that are key for business growth and operational efficiency. She joined Bank of Singapore in Sep 2015.

Smita has over 16 years of experience in Wealth Management, Change Management, Technology / Process Consulting and Project Management in Asia and the USA. Previously, she was with UBS in Singapore, where she has worked since 2006, in various business project/transformation lead roles.

An Electrical engineer by training, Smita also holds a MBA from IMD, Switzerland, and is a Six Sigma black belt.

Yashesh is responsible for IBM’s Banking & Financial Markets sector in ASEAN.  In this role, he looks after the strategy, execution, business results and client satisfaction for the full range of IBM's Banking & Financial Markets business in ASEAN.

Before assuming this role, he was an Associate Partner at IBM Global Business Services (GBS), focusing on the Banking and Financial Markets sector.  In this role, he had the responsibility of growing client relationships and winning large deals, which he successfully achieved with large global and regional banks.

Prior to joining IBM, he worked with PwC, Arthur Andersen and Infosys and was involved in originating and advising on deals covering Structured Finance, CRM strategy, Market Entry strategies, Supply Chain strategy and implementations and Enterprise Transformations across US, Hong Kong and India.  He has frequently been interviewed on CNBC Hong Kong as an industry expert, and has been quoted in local press on matters related to investing in India. 

He holds an MBA from the University of Texas at Austin, and is currently residing in Singapore.

Urs is a Director in EY Performance Improvement Strategy, providing advisory services in the Wealth & Asset Management sector. Prior to joining EY, he led a consulting practice for a Swiss consulting firm to serve financial institutions around target operating model innovation, digital transformation strategies, CX design, project delivery and offshore development services. Urs has over 15 years business development and digital transformation experience in Asia Pacific and Switzerland for leading global financial institutions.

Ryan Burdick is Senior Vice President and Global Head of Sales at Xignite, Inc. Prior to Xignite Burdick served as Head of Client Management North America for Markit, leading a team responsible for managing the company’s enterprise software clients. Prior to Markit he was Vice President at S&P Capital IQ responsible for building partnerships and alliances to grow sales for the company’s large portfolio of complex enterprise data and analytics solutions. Burdick also has held senior sales positions at Standard and Poor’s. He graduated from St. Lawrence University Canton, NY.

Marko Milek is a managing director and head of Global Exchange for Asia Pacific. Based in Hong Kong, he is responsible for managing and developing Global Exchange’s business functions – data, analytics, research and advisory – in the region. 

Dr. Milek has significant experience in the technology industry, in areas including data and analytics, research, product and project management and business development. He held various technical and management roles in Canada, Finland and Singapore over the past 15 years. 

He holds a Doctor of Philosophy in Physics, a Master of Science in Physics, a second master’s degree in computer science and a Bachelor of Science in Physics. He has attended educational institutions including California Institute of Technology in the United States, McGill University in Canada and University of Zagreb, Croatia.

Evy is Senior Vice President, responsible for the digital offering available to the wealth segments of DBS’s Consumer Banking Group. Prior to joining DBS, Evy worked as a consultant in Financial Services for over 10 years, leading design, delivery and deployment of digital platforms across Europe and Asia. She is passionate about her healthy lifestyle, spending time outdoors, and being with her family. Evy has a Master of Science in Information Technology obtained at the Catholic University of Leuven, Belgium.

Prior to joining Crossbridge Capital, Charlie spent more than 25 years building businesses focused on the structuring, trading and distribution of private investor products for the wealth management industry.

At Bank of Ireland Global Markets in the US he served as Head of Strategy, Funding and Structured Products. Previously, he was Head of Private Investor Products at ABN AMRO and Incapital in the USA. He also worked at HSBC, Hong Kong as Head of USD Fixed Income where he built the US Dollar fixed income business in Hong Kong and expanded to Singapore, Tokyo, and London.

Charlie is an International Banking, Finance and Capital Markets Expert with more than twenty years’ experience in the Americas, Europe and Asia.

Charlie received a Bachelor of Business Administration degree with emphasis in Finance from the University of Miami.

Nakul manages growth of digital franchise growth, digital sales and promoting OCBC’s digital wealth agenda, including investment and protection products, for OCBC Bank Consumer Banking division. Prior to this, Nakul has over 6 years’ experience in Advertising, Media & Technology in India.

David Rhind joined SS&C in 2013 as our Regional Solution Manager – Asia Pacific.

He is responsible for a range of SS&C solutions in Asia Pacific and works with financial institutions, including asset and wealth managers and the superannuation industry, to ensure that SS&C can help them achieve their business goals and maximise return on investment. 

David has over 25 years of financial services and technology experience and has worked in Australia, the Middle East and the UK for well-known fund managers, asset servicers, sovereign wealth funds and buy-side focussed software solutions providers.

David is based in Melbourne, Australia.

An executive with a proven track record, Bhaskar has over the last 12 years consulted with various banks, brokerages and asset management firms across India, Middle East, US and London. Prior to founding WeInvest, he spent over seven years at Headstrong Capital Markets, where he was responsible for growing the Europe business and heading up the Asian business. He started his career at India’s largest private bank, ICICI bank before consulting with Charles Schwab, Thomson Reuters & clients like Goldman Sachs, CMC Markets, Macquarie Securities, Bursa Malaysia etc. He holds an Engineering degree from IIT Madras and an MBA from IIM Ahmedabad.

Alex Ypsilanti spearheads Quantifeed’s mission to solve the challenges of digital wealth management.

Before co-founding Quantifeed, he spent fifteen years as an investment banking research analyst. His work enabled investors to improve their risk-adjusted returns and to gain access to a wider range of market strategies and risk premia. Alex, a top ranked analyst by Institutional Investor, had a leading role in the growth of the European ETF market, hedge fund replication and the use of volatility products in portfolios.

A former managing director for Morgan Stanley and Bank of America Merrill Lynch, Alex has built and led teams of derivatives and quantitative strategists in London, Tokyo and Hong Kong.

Alex holds Bachelors and Masters degrees in Information Systems Engineering and a PhD in Mathematical Finance from Imperial College, University of London.

Urs Lichtenberger is responsible for Credit Suisse’s Client and Front-Office Platforms in Asia Pacific, based in Singapore. He oversees the development and implementation of the bank’s external and internal platforms including digital client offerings, Relationship Manager, Client Lifecycle/Onboarding and Control related tools relevant for the bank in Asia Pacific. Mr. Lichtenberger joined Credit Suisse in 2011 and has held various management roles since. He was instrumental in the successful rehaul and digitalization of the Private Banking platform with the launch of the award winning DPB while introducing a new change management organization to ensure the business was capable of absorbing the changes. He has more than 15 years of experience in successfully leading large transformational projects from strategy to execution and setting up impactful change management capabilities within the financial industry across Asia and Europe. He holds an Executive MBA from the University of St. Gallen, Switzerland in Business Engineering.

Aananth is a technologist with a passion for design led innovation, which he has skillfully employed to build successful businesses in markets stretching from North America to South Korea. He started his career as a programmer at Oracle corp and moved on to Amazon.com where he built big data systems before the term big data became popular. 

Aananth joined Standard Chartered bank in Singapore when the bank was a digital laggard and played a pivotal role in transforming the culture of the digital banking group. For 3 years he lead the mobile banking division for the bank, and spearheaded the development & launch of Breeze - an award winning mobile banking suite across the bank's top 10 markets. 

Most recently, Aananth was a co-founder and CTO of welab.co, a Hong Kong and China based mobile lending "Unicorn" (raised over $205 Mn) whose backers include Khazanah sovereign fund, ING Bank, The Govt of Guangdong, Mr. Li Ka Shing's fund, Yuri Milner's (of DST) fund and Sequoia capital.

Aananth is currently the CTO and co-founder of WeInvest, a digital wealth startup in Singapore transforming the way consumers invest their money.

Aananth lives in Singapore with his wife and 2 daughters. He is an active meditator and spends his free time volunteering for NGOs involved with holistic education for kids and teaches coding to kids. He holds an M.S in Software systems.

John Robson drives client partnerships at Quantifeed, a leading provider of digital investment solutions to financial institutions in Asia. He works with banks, online brokers and wealth advisors to assist them in developing their digital wealth management future. Based in Hong Kong for over 20 years, he has held regional leadership roles at JP Morgan, Nomura and Merrill Lynch managing teams which serviced the region’s consumer and private banks. His career has been focused on the development of investment platforms and products. He has been instrumental in introducing significant product innovation to wealth management platforms in Hong Kong, London and Tokyo. John has been a board member of several private and public listed companies.

A recognised thought leader in the region, Mark is the EY Asia-Pacific Wealth & Asset Management Leader and Advisory Leader. He has led projects across the buy-side, including strategy, risk and regulations, operating model, customer and growth, with the majority of his time focused on business and digital transformation. Prior to joining EY, Mark spent over 20 years in the financial technology industry, providing services to the same community. This included fintech start-ups, VC raising and exits. He received a master’s degree from the University of Oxford.

Artur is a co-founder of Smartly, a digital wealth management platform that simplifies the savings and investment journey for the average people. Originally Estonian, while working in banking and asset management, he quickly saw the inefficiencies and opportunities in the ecosystem. This resulted in him and Keir founding Smartly and moving to Singapore.

Michiel is an experienced services and technology executive at the forefront of key developments transforming the banking industry. Currently Michiel is the COO of Canopy, one of the world's leading wealth tech companies. In the last 3 years Michiel has overseen Canopy's growth from a small Singapore focused company to a global, multi-million dollar revenue player with offices in Asia and Europe and thousands of users. Before he joined Canopy Michiel had a long career as a consultant with IBM and PwC where he delivered large and innovative transformation programs with banks on both the business and technology side. After 12,5 years in Asia Michiel recently moved back to Europe to drive Canopy's growth with large banks in Switzerland and other European markets.

Wee Kee Chia joined Synpulse in 2009 as one of the first few hires for the Singapore office. He is experienced in the area of target operating model design, business process design, and core banking system implementation. WeeKee has extensive experience working with multiple banks on various key business transformation projects.  He also helps to develop the topic of Robo Advsory and RPA in Synpulse.

He holds a MBA from National University of Singapore and a Bachelor of Computer Engineering (Hons) degree from Nanyang Technological University.

Sami has over 17 years of consulting and business management experience. Specializing in professional services and software applications, with significant international exposure in Technology and Operations, Sami is an expert in service delivery and a seasoned practitioner of Project Management and Systems Development Life Cycle practices. His proven track record in presales consults, post-sales technical and functional teams, as well as support sales is achieved by building credible relationships with clients at senior executives and key stakeholders level.

Ben Turner is the primary Solution Consultant for Liferay in Australia and also holds a Product Management role for Liferay Asia Pacific. Ben has over 20 years' experience working for Enterprise Software organisations, with the last 13 of those focused on helping prospects and customers across Australia, New Zealand, Asia, Japan, Europe and the US get the most value out of their technology investments, primarily within the Financial Services and Insurance community, but with invaluable experience across all vertical sectors.

Ben specialises in bridging the divide between Business and Technology - possessing a deep understanding of the features and capabilities of the Liferay Platform as well as a genuine understanding of what this actually means to customers trying to solve business problems.

Having achieved and experienced the digital growth in China, Alvin returned to Singapore to continue driving the "banking in the digital world" for HSBC. The uniqueness of Singapore poses great opportunity to grow and drive the rapid changing face of digital banking.

Alvin had regional experience having worked in Malaysia, Singapore and China for the past 14 years across large global consumer banks, regional digital media agency, web portal and early start-up companies. These experiences come together well for Alvin as each of these is a critical building block in taking on the challenge to building successful digital businesses. 

In HSBC, Alvin own and drive the digital agenda in both transformation and step-changing the bank to making every experience simpler, faster and better for the customers. 

Partnering fintech, industry experts and innovation vendors, Alvin is starting to deepen the change in key areas such as payments, wealth, loans, insurance and identity. And, has a strong interest in some newer platforms like wearable, Internet of Things, automobile technology and home smart devices. 

Alvin is an advocate in building a strong organization culture and talents working together to drive the vision of being the world’s best bank in delivering digital experience.

Chandrima Das is the CEO & Co-Founder of Bento, Asia first B2C Bionic Advisor. She has over 18 years experience in asset management and private banking industry. Bento was conceived to bring a simple portfolio based investing that large institutions follow to the wealth management space. Prior to setting up Bento, Chandrima was a Managing Director in Bank of Singapore heading up fund selection and advisory. She joined the bank from ING Investment Management where she was CEO Singapore. She has worked  in a number of markets in Asia and in the UK in various capacities in product development, investment marketing and sales.

Alan is a passionate risk and ecosystems researcher, and founder of Lykke’s Natural Capital Markets group and Tree-volution.com. His mission is to protect global commons by democratizing investment in natural capital.

Alan started his career as a researcher in JPMorgan’s corporate risk management group in New York, after receiving a degree in Industrial Engineering at Stanford University in 1993. He is one of 25 founding members of the RiskMetrics Group (now part of MSCI), where he authored Risk Management: A Practical Guide (1999). Alan became fascinated by systemic risk early warning signals with the onset of the US Subprime crisis in 2007, eventually developing a next generation framework for Integrated Risk Management.  

Alan is inspired by evolutionary ecosystems, and his most recent publication is Adaptive Risk Management: Powered by Network Science. Alan’s mission is to catalyze a global risk culture to protect the systems that sustain us.

Mark Büsser studied Aeronautical Engineering at the ETH (Federal Institute of Technology, Zürich, Switzerland) and holds an MBA from IMD. He started his career in management Consulting, then led a big machine tool company before founding IMTF group, which he has successfully built up and managed for over 29 years to become a market leader in administrative process automation (Onboarding, Client Life cycle management, loan origination, etc.)  Content Management and Compliance in Switzerland and over 50 countries.

Lee Ng is passionate about finding small ideas that can have big impact for MetLife. Born and raised in Singapore, she spent the last 30 years in the U.S., spending over 20 years in Silicon Valley working in innovation. Lee has relocated to Singapore to join MetLife’s LumenLab.

At LumenLab, Lee leads the Innovation Management Office to leverage past experience in marketing, research and development, manufacturing, business development, consulting, and venture capital, to launch disruptive new businesses for MetLife. As part of the leadership team, Lee brings structure to the management of an innovation portfolio including review and refining new business ideas, and works with MetLife’s in-country experts to develop the plan for testing the new business ideas and assess market potential.

Prior to joining MetLife, Lee spent over 20 years in Silicon Valley. Lee was the Director of Venture Technology at Siemens, working with venture capitalists and innovators to identify and fund innovative technologies through partnerships and joint technology developments. Before this, Lee was part of Agilent’s New Business Creation & Venture Team that brought innovative products to market. In previous roles, she worked at Hewlett Packard and consulted for Fortune 500 technology companies and Ampersand Ventures.

Lee holds a B.S. in Mechanical Engineering from UT Austin, and both Masters’ and PhD degrees in Materials Engineering from the Massachusetts Institute of Technology (M.I.T.), with a minor in Business.

Duncan is an executive with a 25 year finance career at BondIT, MarketAxess and J.P. Morgan.

His Fixed Income experience across Fintech, Investment Banking in eTrading, Sales & Trading, Operations, Project Management has been instrumental in driving new business development and implementation for BondIT as well as MarketAxess and J.P. Morgan. 

His most recent responsibilities include leading BondIT's global product expansion after revamping MarketAxess Asian eTrading business and launching J.P. Morgan's transition management business in Asia.

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.

A recognised thought leader in the region, Mark is the EY Asia-Pacific Wealth & Asset Management Leader and Advisory Leader. He has led projects across the buy-side, including strategy, risk and regulations, operating model, customer and growth, with the majority of his time focused on business and digital transformation. Prior to joining EY, Mark spent over 20 years in the financial technology industry, providing services to the same community. This included fintech start-ups, VC raising and exits. He received a master’s degree from the University of Oxford.

John Robson drives client partnerships at Quantifeed, a leading provider of digital investment solutions to financial institutions in Asia. He works with banks, online brokers and wealth advisors to assist them in developing their digital wealth management future. Based in Hong Kong for over 20 years, he has held regional leadership roles at JP Morgan, Nomura and Merrill Lynch managing teams which serviced the region’s consumer and private banks. His career has been focused on the development of investment platforms and products. He has been instrumental in introducing significant product innovation to wealth management platforms in Hong Kong, London and Tokyo. John has been a board member of several private and public listed companies.

Mark Büsser studied Aeronautical Engineering at the ETH (Federal Institute of Technology, Zürich, Switzerland) and holds an MBA from IMD. He started his career in management Consulting, then led a big machine tool company before founding IMTF group, which he has successfully built up and managed for over 29 years to become a market leader in administrative process automation (Onboarding, Client Life cycle management, loan origination, etc.)  Content Management and Compliance in Switzerland and over 50 countries.

David Rhind joined SS&C in 2013 as our Regional Solution Manager – Asia Pacific.

He is responsible for a range of SS&C solutions in Asia Pacific and works with financial institutions, including asset and wealth managers and the superannuation industry, to ensure that SS&C can help them achieve their business goals and maximise return on investment. 

David has over 25 years of financial services and technology experience and has worked in Australia, the Middle East and the UK for well-known fund managers, asset servicers, sovereign wealth funds and buy-side focussed software solutions providers.

David is based in Melbourne, Australia.

Evy is Senior Vice President, responsible for the digital offering available to the wealth segments of DBS’s Consumer Banking Group. Prior to joining DBS, Evy worked as a consultant in Financial Services for over 10 years, leading design, delivery and deployment of digital platforms across Europe and Asia. She is passionate about her healthy lifestyle, spending time outdoors, and being with her family. Evy has a Master of Science in Information Technology obtained at the Catholic University of Leuven, Belgium.

Michael is launching partner and CEO of 360F. Before that, he was Managing Partner andCEO of Synpulse, a globally active management consultancy firm. A trusted adviser to theinternational financial services industry, Synpulse has around 400 employees inSwitzerland, Germany, the US, UK, Singapore, Sydney and Hong Kong.Michael was a major shareholder and sold his stake in 2016, Michael’s professional career began as technical project manager with Living Systems. He then went on to become consultant with the Boston Consulting Group Switzerlandin the areas of Financial Services. During his consulting career, Michael focusedpredominantly on Wealth Management and Life Insurance. He has extensive experience in the areas of distribution, customer orientation, process optimization and platform projects. Michael has led and participated in over 100 projects in more than 20 years. Michael studied physics at Karlsruhe University in Germany (1991 - 1996), École Nationale Supérieure de Physique de Grenoble in France (1993 - 1994) and at the University of Sheffield in England (1994 - 1995). He completed his studies with degree as Master of Science and a degree as Master of Philosophy. In 2006, he also obtained a master degree in insurance management from the University of St. Gallen in Switzerland.

Shirley Crystal Chua founded Golden Equator in 2012, which has today become a synergistic group of businesses comprising five businesses including a multi-family office, a fund management company, a personal finance management platform, a business consultancy, and a community-focused workspace. For close to 20 years, Shirley has been a trusted advisor for ultra-high-net-worth families and individuals (UNHWs). She currently also oversees the Group’s multi-family office, Golden Equator Wealth. An enterprising visionary, she has successfully leveraged a wealth of experience gained during her career to distil and master the exceptional art of business architecture.