Kimmis Pun, a veteran banker for 40 years in Asia, is the Managing Director of Fiduciary Asia Family office in Singapore and Senior Adviser of Shenning Investments, helping High Net Worth Individuals structure and plan their wealth, investment and succession. Prior to this Family Office appointment, she has been in senior management positions at UBS, HSBC, Bank of America, BNP Paribas, Standard Chartered Bank, Maybank, VP Bank and EFG Bank, and has extensively covered Indonesia, Malaysia, Middle-East and the Greater China Region. With her all-rounded experience in Corporate/Investment Banking, Trustee Company, Private Banking and Family Offices at many world class banks, she serves Ultra HNWIs in the Asia region and is instrumental in their wealth planning, investment planning and succession planning. She has an MBA from Manchester Business School, University of Manchester (UK), and professional qualifications CFP, ChFC, CWMA, AIF, AEPP and IBFA. She is also the IBF Fellow awarded by IBF Singapore. Driven by her pursuit of life-long learning, she is at present studying her 3-year Doctorate (DBA) and would complete it in 2023. Besides being successful in her career, Kimmis plays a significant role in the financial planning and wealth planning industry. She was the ex-Board of Director of the US-based Financial Planning Standard Board & ex-President of Financial Planning Association of Singapore. She is the current Chairman of Wealth Planning Standard Board that makes research and promotes wealth structuring and planning. Being a strong believer in philanthropy and life-long learning, she speaks frequently in various international seminars and conventions, contributes articles to financial magazines, gives interviews to media, lectures in Singapore universities & many regional universities and conducts in-house training for leading financial institutions in the region. She is commissioned by EPPL to create the AEPP program materials and conducts AEPP classes in the Greater China region.
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The Opportunities and Challenges in Helping UHNW Families Transfer Businesses and Wealth to their Beneficiaries The Hubbis Wealth Solutions Forum in Singapore on June 14 saw a group of experts assembled for the last panel discussion of the event, to debate the issues and opportunities around the great Asian wealth transfer, specifically in the context of UHNW clients and families. The experts, with combined d....
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