Singapore Breakfast Briefing- The External Asset Management Industry in Asia: A Tale Of Two Cities?

After being instrumental in building three Private Banks (Credit Suisse, ABN AMRO and Clariden) in Asia from 1986 to 2009, Urs decided to build his own business as an Independent Asset Manager / Family Office with a total focus on the client. Urs is a co-founder of the Association of Independent Asset Managers, Singapore (AIAM).

Anthonia has achieved great success and recognition in the international private wealth management arena with her exceptional drive, determination and perseverance. Ms. Hui is the co-founder of AL Wealth Partners Pte Ltd, a specialty firm that provides independent wealth advisory, fund management and multi-family office services. She co-founded the Association of Independent Asset Managers (AIAM) in Singapore to support Singapore’s drive to be a leading global wealth management center. She was involved in setting up and is currently an active member of the Advisory Committee for Financial Industry Competency Standards of The Institute of Banking & Finance Singapore, which sets benchmarks for professional achievement in the wealth management industry.

Reto Marx is the Regional Head of UBS & WM's Global Financial Intermediary business (FIM) for the Asia-Pacific region (APAC) (since 2010) and Member of the IPS Customized Advisory Executive Committee.

He has spent over 16 years in Asia (based in Singapore) and held various Senior Management roles prior to joining UBS:

Branch Managing Director & Head South-East Asia at Bank Sarasin-Rabo (Asia) Ltd (2008-2010), Member of the Executive

Board & Board of Director of Sarasin-Rabo Nominees (S) Pte Ltd

Head International Wealth Management & Market Leader Australasia at Credit Suisse (2000-2008)

Member of the Asia-Pacific Executive Committee & Portal Advisory Board at Credit Suisse (2004-2008)

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.

Stefano started his career at UBS in 1981. Having served as client advisor for corporate and wealth management clients in Switzerland and New York he has also covered a wide range of line management position in several areas of wealth management. Stefano was head of HNW and UHNWI business for Italy International before being appointed head of the firm’s UHNWI business for the global established markets in Switzerland. Prior to his current role, Stefano led wealth management Europe international and Forex distribution and active advisory. He was appointed group managing director in 2014.

Bruce is a chartered accountant with over 40 years financial services experience, previously a partner in PwC, latterly as Global leader of their Wealth Management practice and the key driver of their bi-annual Wealth Management Report. Bruce is now CEO of Weatherill Consulting providing advice on client centricity and wider strategic matters to wealth managers. He is the author of The Value of Trust: the quest by Wealth Managers for Trusted Advisor status and a number of other thought leadership reports. Bruce is chairman of ClearView Financial Media and Ten Lifestyle Group Plc as well as a non-executive of a number of companies including , The Wisdom Council and ComPeer.