Maximising the impact of discussions around Wealth Solutions and HNW Insurance

Berry Wong is the Chief Executive Officer, Asia Pacific of Charles Monat Associates, based in Hong Kong. Berry is responsible for overseeing operations in Mainland China, Hong Kong, Malaysia, and Singapore. With his extensive experience in wealth planning and liquidity planning, he will develop wealth strategies to expand the market presence in Mainland China, Hong Kong, Malaysia, and Singapore. Berry is a member of Charles Monat’s Operational Committee and oversees other management functions including Operations, Inforce Policy Servicing, Marketing, etc. Berry initially joined Charles Monat Associates as Chief Executive Officer, Hong Kong. In his previous role, he is responsible for leading the Hong Kong team to develop independent life broker business in partnership with private banks. Berry has over 22 years of experiences working in major financial institutions in Asia. Prior to returning to Hong Kong, Berry lived in Canada where he finished his first degree in University of Toronto.

Simon leads the Money Markets and Insurance business for HSBC Private Banking in Asia, as well as the FX business in North Asia. He has 15 years of experience across private banking and management consulting.

Regan has been a leading personality in Greater China wealth management for the past 20 years, and is a trusted confidant and investment advisor for some renowned dynasties. At Hywin, Regan leads a team dedicated to serving Hywin clients’ full range of private banking needs (on EAM basis), including private banking accounts, portfolio management, premium financing, commercial and residential real estate financing, jet & yacht financing as well as small-scale cross boarder M&As. Prior to Hywin. Regan held senior roles including Chief Executive of Glory sun Wealth Management (1282.HK), Associate Director of Haitong International Wealth Management (655.HK), etc. As recognition of his expertise, Regan won numerous wealth management awards including most recently Master Agency Award (MAA) and International Management Titanium Award (IMA) from GAMA International. Regan holds a Bachelor of Financial Services degree from the University of Bradford; he was among the very few Chinese to be bestowed the “Bank of Scotland Award’, a distinction applauded by the Chinese diaspora in UK. Before returning to Hong Kong, Regan Served as Certified Management Accountant in Leeds and Manchester; — and was known for his professional excellence.

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.

Will Price has been with Quilter International since 2014 as Head of International Distribution, ASEAN. He brings with him years of sales experience in the wealth management and offshore insurance industries. Prior to joining Quilter International, Will was with Zurich International for 12 years in client centric roles with his last position as Singapore Sales Manager. In Quilter International, Will is responsible for identifying new business opportunities and developing existing relationships/ business levels with local and expatriate financial advisory firms across Singapore & SE Asia. Will specialises in high net worth insurance solutions for corporate and individual high net worth clients. Will holds a degree from Northumbria University.

https://www.linkedin.com/in/will-price-a3736966/

Simon leads the Money Markets and Insurance business for HSBC Private Banking in Asia, as well as the FX business in North Asia. He has 15 years of experience across private banking and management consulting.

Regan has been a leading personality in Greater China wealth management for the past 20 years, and is a trusted confidant and investment advisor for some renowned dynasties. At Hywin, Regan leads a team dedicated to serving Hywin clients’ full range of private banking needs (on EAM basis), including private banking accounts, portfolio management, premium financing, commercial and residential real estate financing, jet & yacht financing as well as small-scale cross boarder M&As. Prior to Hywin. Regan held senior roles including Chief Executive of Glory sun Wealth Management (1282.HK), Associate Director of Haitong International Wealth Management (655.HK), etc. As recognition of his expertise, Regan won numerous wealth management awards including most recently Master Agency Award (MAA) and International Management Titanium Award (IMA) from GAMA International. Regan holds a Bachelor of Financial Services degree from the University of Bradford; he was among the very few Chinese to be bestowed the “Bank of Scotland Award’, a distinction applauded by the Chinese diaspora in UK. Before returning to Hong Kong, Regan Served as Certified Management Accountant in Leeds and Manchester; — and was known for his professional excellence.

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.

Berry Wong is the Chief Executive Officer, Asia Pacific of Charles Monat Associates, based in Hong Kong. Berry is responsible for overseeing operations in Mainland China, Hong Kong, Malaysia, and Singapore. With his extensive experience in wealth planning and liquidity planning, he will develop wealth strategies to expand the market presence in Mainland China, Hong Kong, Malaysia, and Singapore. Berry is a member of Charles Monat’s Operational Committee and oversees other management functions including Operations, Inforce Policy Servicing, Marketing, etc. Berry initially joined Charles Monat Associates as Chief Executive Officer, Hong Kong. In his previous role, he is responsible for leading the Hong Kong team to develop independent life broker business in partnership with private banks. Berry has over 22 years of experiences working in major financial institutions in Asia. Prior to returning to Hong Kong, Berry lived in Canada where he finished his first degree in University of Toronto.

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.