Maximising the impact of discussions around Wealth Solutions and HNW Insurance

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/

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.

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.

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.

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/

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 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.