Gerard is responsible for the overall operation and performance of Equiom Singapore ensuring that the business operates in line with group strategy. A highly experienced financial services professional, Gerard plays a key role in executing Equiom Singapore's financial performance strategy, providing direction and leadership for strategic planning and reporting processes. He oversees the growth of Equiom Singapore and its provision of trust and corporate services. Gerard has a proven track record in wealth management, relationship management, fiduciary services, business development and project management developed over 20+ years. Prior to joining Equiom, Gerard was the Managing Director of Relationship Management at the Royal Bank of Canada (RBC) in Jersey where he managed the delivery of several strategic change initiatives to improve the profitability, efficiency, and effectiveness of the business. Gerard holds a Masters in Business Administration (MBA) and a Bachelor of Science in Finance (BSc). He is an Associate of the Institute of Canadian Bankers (AICB), and a qualified member of STEP.
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Tools and Strategies to help Private Clients Secure their Legacies for the Next Generations Approaching private clients on matters of wealth structuring and estate planning is difficult anywhere in the world, but the wealth management industry has for some years been more directly addressing the truly massive transition of wealth taking place from the founder/older generations in Asia (and....
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