Seizing the Opportunities in Wealth Management in Hong Kong and China

David Perez de Albeniz oversees Allfunds in Asia, following his prior assignments as Global Head Strategic Accounts and Regional Manager Middle East. He has built extensive knowledge of the mutual funds business, with a career that spans over 20 years doing Equity Trading, Fund Research, Institutional Advisory and Business Development for various firms. He holds a MSc in Mathematics by the Autonomous University of Madrid and an Executive MBA by INSEAD.

Jaye Chiu is the Head of Investment Products & Advisory for Bank of East Asia, overseeing all investment products and advisory services provided to personal, high-net-worth, corporate and institutional clients across the Bank’s Personal Banking, Private Banking, Corporate Banking and BEA China. In particular, Jaye and his teams have been focusing on adopting technology-driven and cross-border wealth management solutions to benefit BEA’s clients within the region. Previously, Jaye worked as Managing Director, Regional Head of Investment for Bank of Montreal (BMO) Private Bank in Asia and Senior Managing Director, Head of Investment Hong Kong at EFG Bank AG. Prior to these roles, Jaye also held other senior roles in HSBC Private Bank, BNP Paribas Wealth Management and UBS Wealth Management. Jaye graduated with honors from Tepper School of Business - Carnegie Mellon University in the United States of America. He is a CAIA (Chartered Alternative Investment Analyst), CIWM (Certified International Wealth Management Diploma) and CPWP (Certified Private Wealth Professional) charter holder. Based in Hong Kong since 2004, Jaye speaks regularly at financial industry conferences and acts as a judge for various awards within the financial industry in Asia. Jaye participates actively in community service and is involved in mentoring younger generations. Jaye is an Honorable Mentor and Advisor to Hong Kong Federation of Business Students (HKFBS), a student body representing the top universities in Hong Kong. Jaye was invited to mentor London School of Economics (LSE) students for the past five years through Hong Kong Public Affairs and Social Service (HKPASS) society. Additionally, Jaye is a Director & Public Image Chairman of the Rotary Club of the Peak, which focuses on local community service projects. Jaye is married with two daughters. He is an avid snowboarder, a competitive swimmer and a concert violinist certified by The Royal Conservatory of Music.

Albert Chiu, is the Executive Chairman of EFG bank for Asia Pacific Region. Albert joined EFG in 2000 and founded the Asia operations. In 2009, he became the CEO of EFG in Asia Pacific. Under his stewardship, EFG has grown exponentially and its Asian business became profitable within a year. EFG Asia Pacific region has now more than 700 employees and manages close to CHF30 billion of clients assets after the recent closing of the acquisition of majority stake in Shaw and Partners. Albert has spoken at many industry forums on the changing landscape of private banking and was named 'Private Banker of Year' by Asian Private Banker Awards for Distinction in 2017. Under his leadership, EFG Bank was also voted as the Best Pure Play Private Bank in Asia for 5 consecutive years by Asia money. Prior to joining EFG, he was with HSBC Bank USA and Citibank N.A. Albert holds a Bachelor's Degree in Business Administration from The Chinese University of Hong Kong. He also obtained a Higher Diploma on Asia Studies from The Sophia University of Japan and completed the Advanced Management Program at the Harvard Business School. Currently, Albert is serving as the Honourable Chairman of the Jazz Association of Singapore and since July 2018, he was awarded Distinguished Patrons of the Art by the National Arts Council of Singapore for 5 consecutive years. He is also the Chairman for the EFG Young Athletes Foundation in Hong Kong. Albert was commissioned in the Royal Military Academy of Sandhurst in the UK and had served as a volunteer British Army officer with The Royal Hong Kong Regiment. He was also a FIFA Class Soccer Referee from 2000 to 2005 for FIFA. He is currently the Chairman of the Referee Committee of the Hong Kong Football Association. EFG Bank AG is part of EFG International, a global private banking group that is headquartered in Zurich, Switzerland. EFG international operates in around 40 locations worldwide and its shares are listed on the SIX Swiss Exchange. EFG is a leading player in private banking with a growing presence in Asia.

Stephanie has more than 17 years of experience in managing multi-asset portfolios globally for Goldman Sachs as well as for institutional investors and family offices. Her expertise in global macro and quantitative investing has enabled her to effectively manage multi-billion portfolios for her clients. Prior to finance, she began her career at McKinsey & Co. advising companies in the Asia Pacific region. Stephanie earned her MS in Computer Science (Artificial Intelligence) from Stanford University and BS in Computer Engineering from the University of Michigan.

Jean-Paul Mergeai is President International Sales and Member of the Executive Committee. He is responsible for the strategy, growth and P&L across EMEA and APAC. Jean-Paul was appointed Managing Director in charge of the Middle-East and Africa in 2014 and successfully led the sales and operations organizations in the region. He joined Temenos' through the acquisition of Odyssey Financial Technologies in 2010 and was responsible for Temenos' Private Wealth global operations before leading our North American sales operations. Prior to Temenos, Jean-Paul held senior leadership positions at Odyssey where he managed the firm's global accounts program as well as Odyssey's North American operations. Jean-Paul moved to the financial industry when he joined Reuters in Luxembourg in 1989. A seasoned executive, he has over 30 years of experience in delivering value to banks and financial institutions. Jean-Paul started his career as an academic focusing his research on machine translation and artificial intelligence as applied to natural languages. Jean-Paul graduated from the University of Liège magna cum laude with a master's degree in Linguistics and Information Technology in 1984.

Jean-Paul Mergeai is President International Sales and Member of the Executive Committee. He is responsible for the strategy, growth and P&L across EMEA and APAC. Jean-Paul was appointed Managing Director in charge of the Middle-East and Africa in 2014 and successfully led the sales and operations organizations in the region. He joined Temenos' through the acquisition of Odyssey Financial Technologies in 2010 and was responsible for Temenos' Private Wealth global operations before leading our North American sales operations. Prior to Temenos, Jean-Paul held senior leadership positions at Odyssey where he managed the firm's global accounts program as well as Odyssey's North American operations. Jean-Paul moved to the financial industry when he joined Reuters in Luxembourg in 1989. A seasoned executive, he has over 30 years of experience in delivering value to banks and financial institutions. Jean-Paul started his career as an academic focusing his research on machine translation and artificial intelligence as applied to natural languages. Jean-Paul graduated from the University of Liège magna cum laude with a master's degree in Linguistics and Information Technology in 1984.

Stephanie has more than 17 years of experience in managing multi-asset portfolios globally for Goldman Sachs as well as for institutional investors and family offices. Her expertise in global macro and quantitative investing has enabled her to effectively manage multi-billion portfolios for her clients. Prior to finance, she began her career at McKinsey & Co. advising companies in the Asia Pacific region. Stephanie earned her MS in Computer Science (Artificial Intelligence) from Stanford University and BS in Computer Engineering from the University of Michigan.

David Perez de Albeniz oversees Allfunds in Asia, following his prior assignments as Global Head Strategic Accounts and Regional Manager Middle East. He has built extensive knowledge of the mutual funds business, with a career that spans over 20 years doing Equity Trading, Fund Research, Institutional Advisory and Business Development for various firms. He holds a MSc in Mathematics by the Autonomous University of Madrid and an Executive MBA by INSEAD.

Jaye Chiu is the Head of Investment Products & Advisory for Bank of East Asia, overseeing all investment products and advisory services provided to personal, high-net-worth, corporate and institutional clients across the Bank’s Personal Banking, Private Banking, Corporate Banking and BEA China. In particular, Jaye and his teams have been focusing on adopting technology-driven and cross-border wealth management solutions to benefit BEA’s clients within the region. Previously, Jaye worked as Managing Director, Regional Head of Investment for Bank of Montreal (BMO) Private Bank in Asia and Senior Managing Director, Head of Investment Hong Kong at EFG Bank AG. Prior to these roles, Jaye also held other senior roles in HSBC Private Bank, BNP Paribas Wealth Management and UBS Wealth Management. Jaye graduated with honors from Tepper School of Business - Carnegie Mellon University in the United States of America. He is a CAIA (Chartered Alternative Investment Analyst), CIWM (Certified International Wealth Management Diploma) and CPWP (Certified Private Wealth Professional) charter holder. Based in Hong Kong since 2004, Jaye speaks regularly at financial industry conferences and acts as a judge for various awards within the financial industry in Asia. Jaye participates actively in community service and is involved in mentoring younger generations. Jaye is an Honorable Mentor and Advisor to Hong Kong Federation of Business Students (HKFBS), a student body representing the top universities in Hong Kong. Jaye was invited to mentor London School of Economics (LSE) students for the past five years through Hong Kong Public Affairs and Social Service (HKPASS) society. Additionally, Jaye is a Director & Public Image Chairman of the Rotary Club of the Peak, which focuses on local community service projects. Jaye is married with two daughters. He is an avid snowboarder, a competitive swimmer and a concert violinist certified by The Royal Conservatory of Music.

Albert Chiu, is the Executive Chairman of EFG bank for Asia Pacific Region. Albert joined EFG in 2000 and founded the Asia operations. In 2009, he became the CEO of EFG in Asia Pacific. Under his stewardship, EFG has grown exponentially and its Asian business became profitable within a year. EFG Asia Pacific region has now more than 700 employees and manages close to CHF30 billion of clients assets after the recent closing of the acquisition of majority stake in Shaw and Partners. Albert has spoken at many industry forums on the changing landscape of private banking and was named 'Private Banker of Year' by Asian Private Banker Awards for Distinction in 2017. Under his leadership, EFG Bank was also voted as the Best Pure Play Private Bank in Asia for 5 consecutive years by Asia money. Prior to joining EFG, he was with HSBC Bank USA and Citibank N.A. Albert holds a Bachelor's Degree in Business Administration from The Chinese University of Hong Kong. He also obtained a Higher Diploma on Asia Studies from The Sophia University of Japan and completed the Advanced Management Program at the Harvard Business School. Currently, Albert is serving as the Honourable Chairman of the Jazz Association of Singapore and since July 2018, he was awarded Distinguished Patrons of the Art by the National Arts Council of Singapore for 5 consecutive years. He is also the Chairman for the EFG Young Athletes Foundation in Hong Kong. Albert was commissioned in the Royal Military Academy of Sandhurst in the UK and had served as a volunteer British Army officer with The Royal Hong Kong Regiment. He was also a FIFA Class Soccer Referee from 2000 to 2005 for FIFA. He is currently the Chairman of the Referee Committee of the Hong Kong Football Association. EFG Bank AG is part of EFG International, a global private banking group that is headquartered in Zurich, Switzerland. EFG international operates in around 40 locations worldwide and its shares are listed on the SIX Swiss Exchange. EFG is a leading player in private banking with a growing presence in Asia.