HNW INSURANCE SUMMIT - Singapore 2023

Roger Chi is a Partner of 1291 Group Asia and oversees the development of the Singapore office. Roger has extensive experience working with family offices across Asia and the Middle East advising on cross border investments, succession planning, taxation, family governance, and private equity. Prior to 1291, Roger was a partner at Candareen Capital where he led their family Office advisory activities and was appointed a senior advisor to Sheikh Syed al Maktoun. Roger started his career as a venture capitalist at Brainrush Ventures - a San Francisco Bay Area venture capital firm, before joining a Monitor Company and a leading strategic consulting firm. Roger holds a MBA from the Wharton School of Business at the University of Pennsylvania and a Bachelor of Science (BS) from the UC Berkeley.

Peter Triggs is a Tax, Trust and Wealth Planning veteran with more than 30 years’ experience across Asia, The Middle East and Europe. He is now a Partner in 1291, (a wealth structuring and insurance business) lectures in Wealth Planning at the Wealth Management Institute in Singapore, and has his own consulting company. In previous capacitites, Peter served as: Managing Director, Head of Regional Wealth Planning, and Head of International Private Banking, DBS Private Bank in Singapore. Deputy CEO and Head of International Private Banking at Bank of China (Suisse) in Geneva. Managing Director, in various positions within Citibank Private Bank in London, Jersey, Geneva, Zurich and Singapore. His roles incluced Head of Citi Private Banking in Singapore and Malaysia and Head of Trust & Insurance in Asia. Prior to this, Peter was a Tax Principal for Deloitte in their London office. He is a fellow of the Institute of Chartered Accountants, a Chartered Tax Advisor in the UK, a Member of the Society of Trust and Estate Practitioners and is qualified in Insurance and Investments in Singapore. He has an Honours degree in Mathematics and Philosophy from the University of Birmingham.

Based in Singapore, Benjamin is passionate about helping business owners, crypto investors and high net worth families craft holistic and tax-compliant solutions for asset protection, legacy planning, crypto-fiat integration, and liquidity management. Additionally, his forte includes assisting international clients separate business risks from their family fortunes, as well as in areas of art, emigration, family governance, and real estate. He has more than 20 years’ experience advising on a wide range of transactions spanning diverse jurisdictions. He is presently also a faculty member of Singapore’s Wealth Management Institute, lecturing on Trust Regulations and Practices. Benjamin was a recognised key lawyer in the 2020 Legal 500 Asia Pacific and served on the Law Society of Singapore’s Tax & Trust Committee for two terms. He was most recently the Head of Private Client at EY Law Singapore. Credentials include: MSc (Real Estate); LLB (Honours); Diploma in International Trust Management (Distinction); Diploma in Financial Management (ACCA); and Certificate in Life Insurance (SCI).

John Shoemaker is Senior Counsel with Butler Snow in their Singapore office. John has more than 30 years’ experience in tax, legal & regulatory compliance, and is a common law lawyer with educational emphasis on taxation, trusts & estate planning. He also has extensive experience in ensuring multi-jurisdictional compliance for fiduciary product offerings (working with multijurisdictional outside counsel & adapting products for sale in relevant jurisdictions), including product management skills to direct complex products from concept to fully operational status.

Woon Shiu has over 20 years of expertise in marketing, client development and professional training in family office structuring, trusts, high-net-worth life insurance and estate planning in Asia Pacific (especially China, Taiwan, Hong Kong and Southeast Asia). Over the years, Woon Shiu has handled multiple landmark transactions, advising ultra-high net-worth individuals and founding members of banking conglomerates on matters relating to taxes, multi-generational endowment funds, planning of global assets, and much more. Woon Shiu is also an adjunct professor at the Wealth Management Institute (in Nanyang Technological University) and regularly lectures private bankers, lawyers and trust practitioners on wealth structuring and estate succession. He has also spoken as a guest lecturer at universities in China, and his views on family businesses are regularly featured in the Financial Times, Barron’s Asia, Singapore Business Times, China Daily and other renowned publications. Woon Shiu has advised numerous ultra-high net-worth families across Asia Pacific in the areas of strategic structuring of their estate and succession planning. He commonly engages multi-generation families, giving them advice on successfully establishing and implementing their desired family governance and philanthropic strategies. He holds a STEP certification and is a Solicitor in England and Wales, as well as an Advocate and Solicitor in Singapore. Woon Shiu is fluent in English and Mandarin – often lecturing in both languages – and is also conversant in Cantonese, Hokkien and Hainanese.

Michael is a financial services tax partner with Deloitte Asia Pacific and is the firm’s Asia Pacific Financial Services Tax Leader. He has 35 years of tax experience; 27 years of which have been spent working in Asia having been based in Kuala Lumpur, Hong Kong and Singapore. Prior to joining Deloitte, Michael had held senior tax roles with leading financial institutions and professional firms in Asia Pacific and academic appointments at the University of Melbourne and National University of Singapore. Michael advises on all areas of financial services tax (including indirect tax, information reporting, M&A tax and transfer pricing); and is a recognised industry tax expert. Michael works across all sectors including banking and securities, insurance and investment (and wealth) management. He is qualified as both a solicitor (Supreme Court of Victoria and High Court of Australia) and a Certified Public Accountant (Australia). Michael is an Accredited Tax Adviser: Income tax and GST (Singapore), a Certified Tax Adviser (Hong Kong) and a Trust and Estate Practitioner. He is a Fellow of the Taxation Institute of Hong Kong, an Associate of the Chartered Tax Institute of Malaysia and a member of the Singapore Institute of Directors. Michael holds a Master of Taxation from the University of Melbourne and a Master of Laws from the National University of Singapore. He is a member of the ASIFMA Tax Product Committee and a member of the AIMA Tax Committee in Singapore.

Junwei is a legally trained tax professional with deep tax technical expertise in Singapore, and broader experience across the Asia Pacific region. He currently serves as a Director in Deloitte’s financial services tax practice in Singapore, where he leads the delivery of tax advice on the firm’s key local and regional engagements. He provides tax advice to clients across a broad range of matters, including wealth management, trust structures, international tax planning, fund structuring/formation, CRS/FATCA, amongst others. Prior to joining Deloitte, he was in a leading international law firm, specialising in Singapore tax law. Junwei is a member of the Law Society of Singapore, and a committee member of the Tax & Trusts Committee within the Law Society of Singapore.

Rohit Ganguli is the Head of Wealth Planning Asia at EFG Bank, he has two decades of experience working with clients to assist them in achieving their wealth planning objectives especially in relation to succession, legacy and asset protection needs. This often involves the use of trusts, foundations, corporate entities and other holding vehicles. Rohit is responsible for all aspects of the insurance activity in EFG in Asia. This involves supporting all insurance related discussions – including identifying life insurance referral opportunities based on clients’ wealth and liquidity planning needs, extensively interacting with external counter parties (such as insurance brokers and carriers) and also actively engaging with related stake holders within the bank. He manages all discussions around single family offices (SFO) and works closely with clients on the benefits and processes involved in the set up of SFOs. Rohit has a background in accountancy and also holds a Master’s degree in International Tax Law from the University of Leiden in the Netherlands. He is a registered trust and estate practitioner (TEP) and holds a diploma from the Society of Trust and Estate Practitioners and is also certified with the Singapore College of Insurance. He has worked across geographies and has been with Big 4 consulting firms and MNCs prior to joining the bank.

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.

Scott Moore is Managing Director and Head of the Indonesia and Philippines offices at Henley & Partners. Scott has extensive experience dealing with high-net-worth individuals and their families concerning residence and citizenship planning. He holds a Bachelor of Commerce from the University of British Columbia and has attended the National University of Singapore.

Mr. Chan has over 15 years of experience in the financial services industry. He has been a top producer at firms such as Wells Fargo Private Client Services, Citicorp Investments and Cetera Financial. Most recently, he served as Regional Investment Manager for East West Bancorp Investments. While at East West, he specialized in advising high net worth and ultra-high net worth clients, domestic and abroad. He focused on providing individually tailored investment, estate planning and insurance financial solutions. In addition, he supervised and trained both registered financial advisors and bank staff across the United States. Mr. Chan holds a Masters of Engineering in Chemical & Electrical Engineering from the University of Southern California

Leading the sales organization, Mr. Harrell brings over 30 years of offshore and annuity sales and leadership experience. Mr. Harrell joined Knighthead Annuity with a mandate to increase sales from existing distributors as well as expand the number of distribution partners. Formerly, Mr. Harrell served as Director of Business Solutions – Bank Channel for Russell Investments where he worked since 2010. Mr. Harrell successfully grew sales and distribution from zero to more than $2.5 Billion in five years establishing the bank network as the dominant distribution channel for Russell Investments. Prior to Russell, Mr. Harrell served as Managing Director, Western Division Sales for Symetra, growing sales from $500 million to over $2.2 Billion. He spent a number of years as First Vice President Banco de Puerto Rico and Senior Vice President for Sun Life Financial (five years) and Vice President Essex Corporation (seven years). Mr. Harrell also brings significant experience in product development and marketing. Mr. Harrell holds a Bachelor of Science - Social and Behavioral Science from Linfield College; McMinnville, Oregon and is a Certified Financial Planner® and Certified Mutual Fund Counselor®.

Lee Sleight is Head of Business Development, Asia, and is responsible for designing tailored private wealth and succession planning solutions, working closely with Asia-focussed distribution partners, for UHNW clients and their families that protect, preserve and pass on their legacy to future generations. Lee has over 20 years’ experience in the wealth assurance industry across Europe, Asia and Latin America. Joining Lombard International Group in 2004, Lee successfully led the European Complex Case Structuring Team, where he built a unique track record, working in partnership with advisers to global UHNW families to offer Private Placement Life Insurance based solutions catering for their increasingly complex wealth and succession planning needs. Lee is a member of the Society of Trust and Estate Practitioners. Born in the UK, Lee has lived in Germany since 2005 and worked in Luxembourg since 2001. A father of 3, Lee is also an avid trail runner and triathlete.

Nicholas Kourteff is an insurance industry consultant who works with premier insurance manufacturers, reinsurers, banks and distribution partners to help High Net Worth customers achieve a lifetime of financial security and provide them with peace of mind. Nicholas is a qualified and accomplished executive with over 20 years experience in financial services. He brings a richness of expertise with strong connections in areas such as High Net Worth insurance distribution, bancassurance and financial planning. From 1994 he built a successful financial planning practice in Sydney, Australia with major Australian banks, prior to relocating to Hong Kong in 2000, where he specialized to bring needs based insurance and investment advice to the mass affluent and bancassurance markets. In 2007 he relocated to South East Asia to drive the growth of the then fledgling High Net Worth insurance market. As Wealth Planning Life Insurance Sales Manager, Nicholas pioneered Private Bancassurance together with specialist Insurance Brokers, Wealth Planners and Client Advisors to develop and grow the High Net Worth insurance landscape and bring best practices to South East Asia clientele. Nicholas holds a Master of Business Administration and a Bachelor of Business in Applied Economics from the University of South Australia, and a Graduate Diploma of Applied Finance and Investment from the Financial Services Institute of Australasia. He also holds Hong Kong qualifications in insurance, MPF and the Hong Kong Securities and Investment Institute. He is available for both short and long term consulting roles and welcomes your contact.

Sharon is the Country Head, Singapore and Head of Private Clients for Ocorian. She has 20 years’ experience in the provision of financial, regulatory, corporate and fiduciary services while working in financial institutions, family offices and business outsourcing companies globally. Apart from working many years with private and corporate clients, she is very experienced in establishing and managing family offices, which includes sitting on the boards of family offices. Her international career has enabled her to develop an acute sense of culture awareness thus not only building strong client relationships but also helping clients navigate complex issues with a clear and steady focus on their goals. With an outstanding track record in delivery and execution, Sharon’s expertise is in successfully turning around business operations whilst upholding the highest levels of corporate governance. As a result, she has led numerous business expansions throughout Asia. Sharon is also an accountant and was formerly in senior roles with Citigroup, BNP Paribas and private family offices. Sharon joins us from TMF Group where she held several senior leadership roles in Singapore, Philippines and Malaysia.

Sim Sze Kuan serves as Of Counsel at RHTLaw Asia, specializing in private client services. With over 30 years of experience in the legal field, Sze Kuan possesses an exceptional background in family office and private wealth management. In the 1990s, Sze Kuan was a partner at a prominent law firm in Singapore and Hong Kong, where he advised clients on a wide range of matters, including corporate, banking, real estate, and venture capital transactions. Throughout the 2000s, he held the position of Vice President (VP) of Legal for Asia’s largest life sciences venture capital fund, established by the Singapore government agency, EDB Investments as part of the nation’s efforts to develop a robust life sciences industry. Following this, Sze Kuan joined a large Asian multinational corporation in the resources and manufacturing sector, leading the legal team across its diverse business units in Asia, Europe, and South America. Amongst his key roles was serving as the VP Legal and Compliance Officer for the Family Office’s SFC-licensed Hong Kong asset management arm, overseeing regulatory compliance, investment funds structuring and compliance, and transaction support for all investments including capital and debt market transactions, acquisition, structuring and financing of exceptional, prime quality commercial real estate properties in major world financial centres. Sze Kuan also led the legal team for the HK based Family Office, managing private wealth structures and transactions including trusts and other investment structures, family foundations, estate and succession planning, tax and residency planning, regulatory compliance, art acquisitions and ownership. Through his extensive experience in both private practice and in-house legal roles, Sze Kuan has developed a comprehensive understanding of the legal and commercial aspects of corporate, asset management, family office operations, and private wealth transactions.

Zac has experience in all areas of international private client law including cross border tax, trust, estate, family, divorce and succession laws. Zac also has extensive experience advising in relation business family and family office governance and succession planning, and international private client regulatory laws, including the Common Reporting Standard, Mandatory Disclosure Rules, Economic Substance Rules and Beneficial Ownership Registers.

Eddy is the Head of Brokerage for for Transamerica Life (Bermuda) Limited (TLB) in Singapore. He is responsible for leading the development of and cultivating key relationships with international brokers, private banks and other financial advisory firms to further expand TLB’s distribution and has held this role since September 2019. With over 15 years of experience in the insurance and banking industry, Eddy has in-depth knowledge and understanding of the High Net Worth life insurance market. He has held various senior positions in prior roles at AXA and HSBC Insurance, where he participated in the sales engagement, distribution strategy, product development and pricing, underwriting, training and operations fulfilment processes. He holds a Bachelor of Economics, with a double major in International Business Economics and Money & Banking, from the University of Western Australia. Eddy is based in Singapore.

Michael is a prominent figure in the financial services industry in Asia. He is the founder and CEO of Hubbis, a renowned provider of intelligence and connectivity for the Asian wealth management industry. With a depth of experience and expertise, he has played a pivotal role in shaping the industry for over 30 years, becoming a leading industry presence in the events, professional development, and publishing space in the region. Hubbis is a multi-generational family-owned and managed business.

He has been actively involved in the Asia-Pacific region since 1993. And has lived in Asia since 1995, holding positions in Hong Kong, Sydney, and Singapore. 

For over 14-years, Hubbis has established itself as the gold standard media and events brand in wealth management thought leadership in Asia. Each year providing a very large body of cutting-edge editorial and sponsored content, organizing top-flight events. During that time Hubbis has become the platform of choice for many high-profile C-suite leaders to communicate their vision of the Asian wealth management.

Before his involvement with Hubbis, Michael founded Pacific Prospect in 2002, a financial services media company. Under his leadership, the company achieved significant success and was subsequently acquired by global business-to-business publisher Incisive Media in 2006. Michael continued to serve as the CEO of Pacific Prospect until October 2008. Prior to his entrepreneurial ventures, Michael garnered 5 years of experience in financial markets publishing.

His career in this field began in 1993 when he joined Euromoney Publications as the publisher of the quarterly magazine, International Bond Investor. In 1995, Michael joined Thomson Financial Services (now owned by LSEG) and spearheaded the conception and launch of Finance Asia magazine. During his tenure as Managing Director of Finance Asia, he also initiated the Asian Debt Review, Asian Private Capital Magazine, and the Finance Asia Conference Business. In 1997, he founded FIA Limited, further expanding his contributions to the financial publishing industry.

Born in North Wales, Michael served as the head boy of St David's College Llandudno. He holds a degree in Business Administration from Cardiff University. Beyond his professional endeavours, Michael is a family-oriented individual and is happily married with three children: Reanna, Garett, and Tarryn.

Woon Shiu has over 20 years of expertise in marketing, client development and professional training in family office structuring, trusts, high-net-worth life insurance and estate planning in Asia Pacific (especially China, Taiwan, Hong Kong and Southeast Asia). Over the years, Woon Shiu has handled multiple landmark transactions, advising ultra-high net-worth individuals and founding members of banking conglomerates on matters relating to taxes, multi-generational endowment funds, planning of global assets, and much more. Woon Shiu is also an adjunct professor at the Wealth Management Institute (in Nanyang Technological University) and regularly lectures private bankers, lawyers and trust practitioners on wealth structuring and estate succession. He has also spoken as a guest lecturer at universities in China, and his views on family businesses are regularly featured in the Financial Times, Barron’s Asia, Singapore Business Times, China Daily and other renowned publications. Woon Shiu has advised numerous ultra-high net-worth families across Asia Pacific in the areas of strategic structuring of their estate and succession planning. He commonly engages multi-generation families, giving them advice on successfully establishing and implementing their desired family governance and philanthropic strategies. He holds a STEP certification and is a Solicitor in England and Wales, as well as an Advocate and Solicitor in Singapore. Woon Shiu is fluent in English and Mandarin – often lecturing in both languages – and is also conversant in Cantonese, Hokkien and Hainanese.

Sim Sze Kuan serves as Of Counsel at RHTLaw Asia, specializing in private client services. With over 30 years of experience in the legal field, Sze Kuan possesses an exceptional background in family office and private wealth management. In the 1990s, Sze Kuan was a partner at a prominent law firm in Singapore and Hong Kong, where he advised clients on a wide range of matters, including corporate, banking, real estate, and venture capital transactions. Throughout the 2000s, he held the position of Vice President (VP) of Legal for Asia’s largest life sciences venture capital fund, established by the Singapore government agency, EDB Investments as part of the nation’s efforts to develop a robust life sciences industry. Following this, Sze Kuan joined a large Asian multinational corporation in the resources and manufacturing sector, leading the legal team across its diverse business units in Asia, Europe, and South America. Amongst his key roles was serving as the VP Legal and Compliance Officer for the Family Office’s SFC-licensed Hong Kong asset management arm, overseeing regulatory compliance, investment funds structuring and compliance, and transaction support for all investments including capital and debt market transactions, acquisition, structuring and financing of exceptional, prime quality commercial real estate properties in major world financial centres. Sze Kuan also led the legal team for the HK based Family Office, managing private wealth structures and transactions including trusts and other investment structures, family foundations, estate and succession planning, tax and residency planning, regulatory compliance, art acquisitions and ownership. Through his extensive experience in both private practice and in-house legal roles, Sze Kuan has developed a comprehensive understanding of the legal and commercial aspects of corporate, asset management, family office operations, and private wealth transactions.

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.

Rohit Ganguli is the Head of Wealth Planning Asia at EFG Bank, he has two decades of experience working with clients to assist them in achieving their wealth planning objectives especially in relation to succession, legacy and asset protection needs. This often involves the use of trusts, foundations, corporate entities and other holding vehicles. Rohit is responsible for all aspects of the insurance activity in EFG in Asia. This involves supporting all insurance related discussions – including identifying life insurance referral opportunities based on clients’ wealth and liquidity planning needs, extensively interacting with external counter parties (such as insurance brokers and carriers) and also actively engaging with related stake holders within the bank. He manages all discussions around single family offices (SFO) and works closely with clients on the benefits and processes involved in the set up of SFOs. Rohit has a background in accountancy and also holds a Master’s degree in International Tax Law from the University of Leiden in the Netherlands. He is a registered trust and estate practitioner (TEP) and holds a diploma from the Society of Trust and Estate Practitioners and is also certified with the Singapore College of Insurance. He has worked across geographies and has been with Big 4 consulting firms and MNCs prior to joining the bank.

Scott Moore is Managing Director and Head of the Indonesia and Philippines offices at Henley & Partners. Scott has extensive experience dealing with high-net-worth individuals and their families concerning residence and citizenship planning. He holds a Bachelor of Commerce from the University of British Columbia and has attended the National University of Singapore.

Zac has experience in all areas of international private client law including cross border tax, trust, estate, family, divorce and succession laws. Zac also has extensive experience advising in relation business family and family office governance and succession planning, and international private client regulatory laws, including the Common Reporting Standard, Mandatory Disclosure Rules, Economic Substance Rules and Beneficial Ownership Registers.

Michael is a financial services tax partner with Deloitte Asia Pacific and is the firm’s Asia Pacific Financial Services Tax Leader. He has 35 years of tax experience; 27 years of which have been spent working in Asia having been based in Kuala Lumpur, Hong Kong and Singapore. Prior to joining Deloitte, Michael had held senior tax roles with leading financial institutions and professional firms in Asia Pacific and academic appointments at the University of Melbourne and National University of Singapore. Michael advises on all areas of financial services tax (including indirect tax, information reporting, M&A tax and transfer pricing); and is a recognised industry tax expert. Michael works across all sectors including banking and securities, insurance and investment (and wealth) management. He is qualified as both a solicitor (Supreme Court of Victoria and High Court of Australia) and a Certified Public Accountant (Australia). Michael is an Accredited Tax Adviser: Income tax and GST (Singapore), a Certified Tax Adviser (Hong Kong) and a Trust and Estate Practitioner. He is a Fellow of the Taxation Institute of Hong Kong, an Associate of the Chartered Tax Institute of Malaysia and a member of the Singapore Institute of Directors. Michael holds a Master of Taxation from the University of Melbourne and a Master of Laws from the National University of Singapore. He is a member of the ASIFMA Tax Product Committee and a member of the AIMA Tax Committee in Singapore.

Peter Triggs is a Tax, Trust and Wealth Planning veteran with more than 30 years’ experience across Asia, The Middle East and Europe. He is now a Partner in 1291, (a wealth structuring and insurance business) lectures in Wealth Planning at the Wealth Management Institute in Singapore, and has his own consulting company. In previous capacitites, Peter served as: Managing Director, Head of Regional Wealth Planning, and Head of International Private Banking, DBS Private Bank in Singapore. Deputy CEO and Head of International Private Banking at Bank of China (Suisse) in Geneva. Managing Director, in various positions within Citibank Private Bank in London, Jersey, Geneva, Zurich and Singapore. His roles incluced Head of Citi Private Banking in Singapore and Malaysia and Head of Trust & Insurance in Asia. Prior to this, Peter was a Tax Principal for Deloitte in their London office. He is a fellow of the Institute of Chartered Accountants, a Chartered Tax Advisor in the UK, a Member of the Society of Trust and Estate Practitioners and is qualified in Insurance and Investments in Singapore. He has an Honours degree in Mathematics and Philosophy from the University of Birmingham.

John Shoemaker is Senior Counsel with Butler Snow in their Singapore office. John has more than 30 years’ experience in tax, legal & regulatory compliance, and is a common law lawyer with educational emphasis on taxation, trusts & estate planning. He also has extensive experience in ensuring multi-jurisdictional compliance for fiduciary product offerings (working with multijurisdictional outside counsel & adapting products for sale in relevant jurisdictions), including product management skills to direct complex products from concept to fully operational status.

Sharon is the Country Head, Singapore and Head of Private Clients for Ocorian. She has 20 years’ experience in the provision of financial, regulatory, corporate and fiduciary services while working in financial institutions, family offices and business outsourcing companies globally. Apart from working many years with private and corporate clients, she is very experienced in establishing and managing family offices, which includes sitting on the boards of family offices. Her international career has enabled her to develop an acute sense of culture awareness thus not only building strong client relationships but also helping clients navigate complex issues with a clear and steady focus on their goals. With an outstanding track record in delivery and execution, Sharon’s expertise is in successfully turning around business operations whilst upholding the highest levels of corporate governance. As a result, she has led numerous business expansions throughout Asia. Sharon is also an accountant and was formerly in senior roles with Citigroup, BNP Paribas and private family offices. Sharon joins us from TMF Group where she held several senior leadership roles in Singapore, Philippines and Malaysia.

Mr. Chan has over 15 years of experience in the financial services industry. He has been a top producer at firms such as Wells Fargo Private Client Services, Citicorp Investments and Cetera Financial. Most recently, he served as Regional Investment Manager for East West Bancorp Investments. While at East West, he specialized in advising high net worth and ultra-high net worth clients, domestic and abroad. He focused on providing individually tailored investment, estate planning and insurance financial solutions. In addition, he supervised and trained both registered financial advisors and bank staff across the United States. Mr. Chan holds a Masters of Engineering in Chemical & Electrical Engineering from the University of Southern California

Leading the sales organization, Mr. Harrell brings over 30 years of offshore and annuity sales and leadership experience. Mr. Harrell joined Knighthead Annuity with a mandate to increase sales from existing distributors as well as expand the number of distribution partners. Formerly, Mr. Harrell served as Director of Business Solutions – Bank Channel for Russell Investments where he worked since 2010. Mr. Harrell successfully grew sales and distribution from zero to more than $2.5 Billion in five years establishing the bank network as the dominant distribution channel for Russell Investments. Prior to Russell, Mr. Harrell served as Managing Director, Western Division Sales for Symetra, growing sales from $500 million to over $2.2 Billion. He spent a number of years as First Vice President Banco de Puerto Rico and Senior Vice President for Sun Life Financial (five years) and Vice President Essex Corporation (seven years). Mr. Harrell also brings significant experience in product development and marketing. Mr. Harrell holds a Bachelor of Science - Social and Behavioral Science from Linfield College; McMinnville, Oregon and is a Certified Financial Planner® and Certified Mutual Fund Counselor®.

Based in Singapore, Benjamin is passionate about helping business owners, crypto investors and high net worth families craft holistic and tax-compliant solutions for asset protection, legacy planning, crypto-fiat integration, and liquidity management. Additionally, his forte includes assisting international clients separate business risks from their family fortunes, as well as in areas of art, emigration, family governance, and real estate. He has more than 20 years’ experience advising on a wide range of transactions spanning diverse jurisdictions. He is presently also a faculty member of Singapore’s Wealth Management Institute, lecturing on Trust Regulations and Practices. Benjamin was a recognised key lawyer in the 2020 Legal 500 Asia Pacific and served on the Law Society of Singapore’s Tax & Trust Committee for two terms. He was most recently the Head of Private Client at EY Law Singapore. Credentials include: MSc (Real Estate); LLB (Honours); Diploma in International Trust Management (Distinction); Diploma in Financial Management (ACCA); and Certificate in Life Insurance (SCI).

Nicholas Kourteff is an insurance industry consultant who works with premier insurance manufacturers, reinsurers, banks and distribution partners to help High Net Worth customers achieve a lifetime of financial security and provide them with peace of mind. Nicholas is a qualified and accomplished executive with over 20 years experience in financial services. He brings a richness of expertise with strong connections in areas such as High Net Worth insurance distribution, bancassurance and financial planning. From 1994 he built a successful financial planning practice in Sydney, Australia with major Australian banks, prior to relocating to Hong Kong in 2000, where he specialized to bring needs based insurance and investment advice to the mass affluent and bancassurance markets. In 2007 he relocated to South East Asia to drive the growth of the then fledgling High Net Worth insurance market. As Wealth Planning Life Insurance Sales Manager, Nicholas pioneered Private Bancassurance together with specialist Insurance Brokers, Wealth Planners and Client Advisors to develop and grow the High Net Worth insurance landscape and bring best practices to South East Asia clientele. Nicholas holds a Master of Business Administration and a Bachelor of Business in Applied Economics from the University of South Australia, and a Graduate Diploma of Applied Finance and Investment from the Financial Services Institute of Australasia. He also holds Hong Kong qualifications in insurance, MPF and the Hong Kong Securities and Investment Institute. He is available for both short and long term consulting roles and welcomes your contact.

Eddy is the Head of Brokerage for for Transamerica Life (Bermuda) Limited (TLB) in Singapore. He is responsible for leading the development of and cultivating key relationships with international brokers, private banks and other financial advisory firms to further expand TLB’s distribution and has held this role since September 2019. With over 15 years of experience in the insurance and banking industry, Eddy has in-depth knowledge and understanding of the High Net Worth life insurance market. He has held various senior positions in prior roles at AXA and HSBC Insurance, where he participated in the sales engagement, distribution strategy, product development and pricing, underwriting, training and operations fulfilment processes. He holds a Bachelor of Economics, with a double major in International Business Economics and Money & Banking, from the University of Western Australia. Eddy is based in Singapore.

Junwei is a legally trained tax professional with deep tax technical expertise in Singapore, and broader experience across the Asia Pacific region. He currently serves as a Director in Deloitte’s financial services tax practice in Singapore, where he leads the delivery of tax advice on the firm’s key local and regional engagements. He provides tax advice to clients across a broad range of matters, including wealth management, trust structures, international tax planning, fund structuring/formation, CRS/FATCA, amongst others. Prior to joining Deloitte, he was in a leading international law firm, specialising in Singapore tax law. Junwei is a member of the Law Society of Singapore, and a committee member of the Tax & Trusts Committee within the Law Society of Singapore.

Roger Chi is a Partner of 1291 Group Asia and oversees the development of the Singapore office. Roger has extensive experience working with family offices across Asia and the Middle East advising on cross border investments, succession planning, taxation, family governance, and private equity. Prior to 1291, Roger was a partner at Candareen Capital where he led their family Office advisory activities and was appointed a senior advisor to Sheikh Syed al Maktoun. Roger started his career as a venture capitalist at Brainrush Ventures - a San Francisco Bay Area venture capital firm, before joining a Monitor Company and a leading strategic consulting firm. Roger holds a MBA from the Wharton School of Business at the University of Pennsylvania and a Bachelor of Science (BS) from the UC Berkeley.

Peter Triggs is a Tax, Trust and Wealth Planning veteran with more than 30 years’ experience across Asia, The Middle East and Europe. He is now a Partner in 1291, (a wealth structuring and insurance business) lectures in Wealth Planning at the Wealth Management Institute in Singapore, and has his own consulting company. In previous capacitites, Peter served as: Managing Director, Head of Regional Wealth Planning, and Head of International Private Banking, DBS Private Bank in Singapore. Deputy CEO and Head of International Private Banking at Bank of China (Suisse) in Geneva. Managing Director, in various positions within Citibank Private Bank in London, Jersey, Geneva, Zurich and Singapore. His roles incluced Head of Citi Private Banking in Singapore and Malaysia and Head of Trust & Insurance in Asia. Prior to this, Peter was a Tax Principal for Deloitte in their London office. He is a fellow of the Institute of Chartered Accountants, a Chartered Tax Advisor in the UK, a Member of the Society of Trust and Estate Practitioners and is qualified in Insurance and Investments in Singapore. He has an Honours degree in Mathematics and Philosophy from the University of Birmingham.

John Shoemaker is Senior Counsel with Butler Snow in their Singapore office. John has more than 30 years’ experience in tax, legal & regulatory compliance, and is a common law lawyer with educational emphasis on taxation, trusts & estate planning. He also has extensive experience in ensuring multi-jurisdictional compliance for fiduciary product offerings (working with multijurisdictional outside counsel & adapting products for sale in relevant jurisdictions), including product management skills to direct complex products from concept to fully operational status.

Roger Chi is a Partner of 1291 Group Asia and oversees the development of the Singapore office. Roger has extensive experience working with family offices across Asia and the Middle East advising on cross border investments, succession planning, taxation, family governance, and private equity. Prior to 1291, Roger was a partner at Candareen Capital where he led their family Office advisory activities and was appointed a senior advisor to Sheikh Syed al Maktoun. Roger started his career as a venture capitalist at Brainrush Ventures - a San Francisco Bay Area venture capital firm, before joining a Monitor Company and a leading strategic consulting firm. Roger holds a MBA from the Wharton School of Business at the University of Pennsylvania and a Bachelor of Science (BS) from the UC Berkeley.

Roger Chi is a Partner of 1291 Group Asia and oversees the development of the Singapore office. Roger has extensive experience working with family offices across Asia and the Middle East advising on cross border investments, succession planning, taxation, family governance, and private equity. Prior to 1291, Roger was a partner at Candareen Capital where he led their family Office advisory activities and was appointed a senior advisor to Sheikh Syed al Maktoun. Roger started his career as a venture capitalist at Brainrush Ventures - a San Francisco Bay Area venture capital firm, before joining a Monitor Company and a leading strategic consulting firm. Roger holds a MBA from the Wharton School of Business at the University of Pennsylvania and a Bachelor of Science (BS) from the UC Berkeley.