Redefining investor data needs: setting the gold standard of wealth management in APAC

Arjan De Boer was appointed Head of Private Banks Coverage Asia-Pacific for Crédit Agricole CIB, based in Hong Kong, on 1 September 2025. In this newly created position, Arjan is responsible for developing Crédit Agricole CIB’s business with the private banks across the region, focusing on Hong Kong and Singapore. Arjan’s extensive knowledge of APAC markets will be instrumental in further deepening the dialogue with clients and contributing to promoting the Bank’s expertise.

Prior to that, Arjan worked for the private banking arm of the Crédit Agricole Group, Indosuez Wealth Management, where he had been Head of Markets, Investments and Structuring for Asia since 2017.

He was Head of Private Banking North Asia at ANZ in Hong Kong in 2013-17.

He spent 15 years with ABN AMRO, where he assumed the same position in 2010-13 and was previously Head of Treasury & Special Products in Singapore in 2006-10 and before then, in the Netherlands in 2003-06.

Steven Carroll is the head of market development, wealth, Asia Pacific, for Refinitiv, formerly the financial and risk business of Thomson Reuters. Based in Singapore, Steven is responsible for Refinitiv’s engagement with the Wealth Management and Private Banking communities, encompassing both digital and advisory solutions.

Previously, Steven was head of ASEAN for Refinitiv. Other previous roles include head of market development, investment & advisory, Asia Pacific and head of account management, StarMine, North America.

Steven has more than 20 years’ experience in financial markets, FinTech and information services.

Raphael is a Senior Product Manager and responsible for Avaloq’s Investment Advisory application, a tool within our new Wealth platform. Before joining Avaloq, he developed products and investment processes for major banks and Fintechs alike. Raphael holds a master degree in Banking and Finance from the University of Zurich and is a CFA charterholder.

Wendy has been a wealth management journalist, researcher and consultant for a decade, covering a huge range of international markets and sub-sectors over that time. Known as a technology and communications specialist, she has written an array of in-depth reports on issues affecting private banks and wealth managers, ranging from compliance and innovation trends through to client experience, branding and marketing strategies. As well as speaking at conferences in both the UK and abroad, Wendy also regularly consults for wealth and asset managers, including carrying out research projects among end H/UHNW clients for both internal and external purposes.