External Asset Managers in Asia: New Directions for a Rapidly-Expanding Sector – Hong Kong

About

After the success of last year’s research report on the growing EAM market in ASIA, titled “A Tale of two Cities”, we are delighted to announce the launch of the 2017 report, along with our partners, UBS.

You are cordially invited to attend our event in Hong Kong on 6th June where industry experts, including senior managers from UBS will share the findings of this insightful research. They will also answer your questions concerning the future and structure of the Asian wealth management market.

The Independent Asset Management landscape in Asia has already seen a significant rise since 2016 but with increased regulation and competition for clients and bankers, what are the key areas that EAM’s have found that have both benefited and hindered the sector over the last 12 months and their visions for the future?

Save the date and register now for this must attend event for everyone interested in the future of wealth management for the Independent Asset Manager segment in Asia.

We very much look forward to seeing you there to discuss the future of Asian external asset management and the findings of this ground-breaking research.


Agenda


logistics

Date and Time

Date: Tuesday 6th June • 2017
Time: 8:00 am – 11:00 am

Venue

The American Club

Address: Floors 48-49, Exchange Square Two, Central, Hong Kong


Speakers

Kitty Chou

Head of Business Development

UBS Wealth Management

Kitty Chou joined UBS AG in Zurich in 2004.

She moved to Hong Kong to join the UBS's global financial intermediary business (GFIM) HK desk in 2007.

In 2011, she helped to set up the business development team of FIM in APAC region and thereafter headed the business development team in APAC.

As a business developer, her role was focus on acquiring the new business opportunities and embracing the EAM partners to UBS platform.

Additionally she took over the role of head of account manager of GFIM HK in mid-2016.

Based in Hong Kong since 2007, she has also worked in Switzerland with the exposure of EAM business in both Asia and Europe.

Aniruddha Ganguly

Executive Director, Head Financial Intermediaries Singapore

UBS Wealth Management

Aniruddha has been with UBS for over 10 years across Hong Kong, Mumbai and Singapore. He has worked in a wide range of roles such as internal strategy, leading a domestic wealth management build-out initiative, and in the Chief of Staff function covering Malaysia, Thailand, Philippines, the Non-Resident Indian sector and international markets, before moving to the Financial Intermediaries business. He took over the management of the Financial Intermediaries business for the Singapore hub in early 2017.

Prior to UBS, Aniruddha worked in management consulting in Sydney and Mumbai in Ernst & Young, Bain & Company and The Boston Consulting Group.

Kenneth Ho

Managing Partner and Founder

Carret Private Investments Limited

Kenneth Ho is a managing partner and founder of Carret Private Investments Limited, a joint venture with Carret Global Limited. Founded in 2016, Carret Private is the leading boutique wealth management and customized institutional asset manager in Asia.

Prior to Carret Private, Mr. Ho joined Bank Julius Baer in 2006. As head of investment solutions group Asia, he managed all of the advisory, discretionary management, asset management and wealth & tax planning franchises.

Prior to joining Julius Baer, Kenneth was the head of products for another global private bank, and before that, an investment banker with Salomon Brothers Inc.

Mr Ho has an MBA from the University of Chicago Booth School of Business and a Bachelors Degree from James Madison University.

Philippe Kretz

Founding Partner

Swiss China Capital

Philippe started his career at Goldman Sachs in London working on the fixed income desk servicing major Swiss financial institutions. He then held senior roles in Private Wealth Management for Credit Suisse, Deutsche Bank and Julius Baer in Switzerland and Singapore. In 2008, Philippe started his own Private Wealth Management business in Geneva, then in Hong Kong. He holds a Master’s degree in finance and management from the University of Lausanne in Switzerland and is a CFA and a CMT chart holder.

Philippe Legrand

Chief Executive

London & Capital, Asia

Philippe Legrand is chief executive and founding partner of London & Capital Asia, an award-winning multi-family office that services HNW clients as a one-stop solution for all their financial needs, in either wealth management or corporate advisory for their family business.

Philippe has accumulated 30 years of senior management experience with international banks in private, corporate and investment banking. He developed the Asian private banking platform for Rabobank/Sarasin in the late 1990s and subsequently headed the private banking North Asian operations of  ABN AMRO. He was previously deputy CEO of BNP Paribas Wealth Management, North Asia, a group for which he worked for over 13 years.

Based in Hong Kong since 1995, he has also worked in Europe, North America and India. He is a regular speaker at wealth management and asset management conferences in Asia as well as being a judge for awards within the industry.

CHAIRMAN


Andrew Deane

Asia Publisher and Head of Business Development

WealthBriefingAsia

Andrew is one of the original founders of WealthBriefing, Asia Publisher for WealthBriefingAsia and leads the business development in the region. He has over 30 years of experience in Financial Services and has specialised in Wealth Management and Private Banking since 2000. Andrew has built an extensive global network of contacts in the industry to CEO level. He splits his time between Singapore, London and Hong Kong.


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