Overview

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.

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Speakers’ Chair

Andrew Deane

Andrew Deane

Co-Founder - Head of Business Development APAC & MENA

WealthBriefingAsia

Andrew Deane is co-founder of ClearView Financial Media, head of business development for ASIA and Middle East and WealthBriefingAsia publisher. Andrew has over 32 years experience in financial services with a focus on the wealth management sector since 1998. He previously worked in the City of London as a Stockbroker and has covered back, middle and front office.

Andrew has an entrepreneurial approach to business and has previously advised startup companies and pre-IPO businesses looking for capital raise. He has extensive contacts across Asia and Middle East both from within the wealth management sector but also through a network of HNWI’s and family offices.

Although based in the UK, Andrew travels regularly to Singapore, Hong Kong, UAE and Switzerland. Outside of ClearView Financial Media, Andrews passion is rugby which he still actively plays.

Speakers

Kitty Chou

Executive Director, Head of Business Development FIM APAC

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

Mr. Kenny Ho is a Founder and Managing Partner of Carret Private Investments, Ltd., the Hong Kong-based affiliate of Carret Asset Management, an SEC registered investment advisor located in
New York. Carret Private is a renowned boutique independent asset management firm providing wealth management, principal investing and corporate advisory services to select high net worth
families and individuals throughout Asia. Mr. Ho has worked in the banking industry for over 25 years, the last 15 of which in private wealth management. He is recognized as one of the forefathers of wealth management’s open-architecture model and an entrepreneur who has helped to set up two of Asia’s largest wealth management platforms - Credit Suisse and Bank
Julius Baer. In 2020, he was selected by an independent panel of industry veterans as the winner of the “Outstanding Individual” in wealth management at the Fifth annual Wealthbriefing Asia
Greater China Awards. Prior to Carret Private, Mr. Ho was most recently with Julius Baer where he was one of the core regional executive management members to set up and establish the Asian franchise in 2006. He held various leadership positions at Julius Baer, including Deputy Global Head of Investment Solutions Group, Head of Investment Solution Group for Asia Pacific, member of the Asia Executive Board, and a member of the Bank’s Investment Committee. As Head of Investment Solutions Group Asia Pacific, he managed all of the advisory, discretionary, asset management along with its wealth planning franchises. Prior to Julius Baer, Mr. Ho was on the regional executive committee and the Head of Products for Credit Suisse Hong Kong. He began his career as an Investment Banker at Salomon Brothers where he worked for almost a decade. Previous to that, he worked as a management consultant at McKinsey & Co. Inc. Mr. Ho earned his Master’s of Business Administration degree from the University of Chicago Booth School of Business and is an active participant in the Asian business community. He sits on the Board for numerous companies, including being an active member of the Governor’s Advisory Board for the University of Chicago Booth School of Business and a member of the Church Council of Christ Church Hong Kong. Mr. Ho has a Bachelors Degree from James Madison University.

Philippe Kretz

Executive Director of the Board & Founding Partner

Swiss China Capital

Mr. Philippe Kretz obtained a Master's degree in Finance and Management from the University of Lausanne in Switzerland. As a CFA and a CMT charterholder, Philippe presents a comprehensive career in International Finance and Private Wealth Management. His early career started at Goldman Sachs in London, and then Philippe held senior roles in Private Wealth Management with Credit Suisse, Deutsche Bank and Julius Baer in Switzerland and in Singapore. In 2009, he established his own Wealth Management company in Geneva, eventually expanding his operations to Hong Kong. In 2011, together with his brother Laurent, they launched Swiss China Capital Ltd in HK which then merged into the SCCorp. in 2017 and became SCC Hong Kong limited. Philippe is the co-founder and a Board member of the SCCorp., mainly responsible for managing the offshore business as well as the investment product business.

Philippe Legrand

CEO

LCA Solutions

Philippe is CEO and founding partner of London & Capital Asia, an award winning multi-family office that services high net worth clients as a one stop solution. Beyond a standard wealth management offering and corporate advisory solutions for the family business, LCA offers family governance guidance and also provides a forum to source answers to numerous non-financial issues (succession & generational transfer, legal structuring, immigration, family charters etc.).

Philippe has accumulated more than 30 years of senior management experience with international banks in private, corporate and investment banking.

Before founding LCA in 2010, 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 whom he worked for over 13 years.

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

Philippe won the Asian WealthBriefing 2017 Award for “Outstanding contribution to wealth management thought leadership”.

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