The Fourteenth WealthBriefingAsia Awards 2026

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.

Jarrad Brown is the Australian Expat specialist Senior Financial Adviser with Global Financial Consultants. With the firm first opening its doors in Sydney in 1997, and in Singapore in 2003, it is one of the longest-standing privately-owned advisory firms in the region.

  Pierre is Managing Partner at WIZE by TeamWork, the all-in-one Wealth & Asset Management solution, which is one of the fastest growing WealthTech companies in Switzerland dedicated to External Asset Managers, Family Offices, Pension Funds, Fund Managers, Securities Firms and Banks.

He brings the judges panel an extensive banking operations & IT expertise acquired in his current role since 2020 but also during the 9 previous years while heading business development of Bank Lombard Odier global custody & reporting services which he joined after 10 years as Private Banking Client Executive at IBM Geneva.

Both Swiss and Belgian, used to work in multi-cultural and multilingual environments, his motivation has been during his whole career to understanding customer's pains, translating those to experts who are able to solve them and setting the right level of expectations on both sides.

Rolf Gerber lives in Singapore where he holds a number of board positions having retired after almost four decades in the finance industry at the end of 2016. Rolf joined LGT Bank in 2002 to establish a banking platform for the bank in Singapore. His last role was chairman of LGT Bank (Singapore). Before joining LGT he worked at UBS Investment Banking for over 20 years in various leadership positions in Zurich, London, Tokyo, Seoul, Hong Kong and Singapore.

Richard Grasby is a Partner in Appleby’s Hong Kong office, leading the Private Client, Trusts and Family Office practice.

Richard advises trustees, ultra-high net worth individuals, private trust companies and family offices on the establishment, restructuring and administration of trusts, including special trusts i.e. BVI VISTA, Cayman STAR and Employee Benefit Trusts. He regularly assists in estate administration, succession planning and family governance. Private clients and family offices instruct Richard to advise on the use of corporate vehicles for asset holding and succession planning purposes. Richard is an expert in regulatory law including AML, AEOI, economic substance and licensing and risk management for trust companies. He also advises on collective investment funds, particularly unit trusts and private label funds.

Richard has acted for many of the world’s leading trust companies, financial institutions, wealthy individuals and related structures. He has experience with dealing with clients and advisors across the globe.

Richard has over 20 years’ post qualification experience with the majority spent in offshore firms. Richard has lived and worked in Jersey, London, the Cayman Islands and (since 2009) Hong Kong. He is admitted as a solicitor in England and Wales and the British Virgin Islands and is a Registered Foreign Lawyer in Hong Kong. He has also been admitted as an Attorney in the Cayman Islands.

Richard is an active member of STEP. He has been on the local executive committee since 2012 and is a former chair. He is on the global steering committees for the Business Families and International Client Special Interest Groups. He is a member of the Academic Community.

Richard is an elected Academician of the International Academy of Estate and Trust Law (the only such offshore practitioner in APAC). He is also a Certified Anti Money Laundering Specialist.

Richard is a lecturer on trusts and family offices for the Hong Kong Securities and Investment Institute and for the Hong Kong University of Science and Technology.

He is a member of the Hong Kong Trustee Association, the Family Firm Institute the International Bar Association and the Investment Migration Council.

Richard is an active speaker at events across the world and a writer for many journals.

Elizabeth Hart ACIB, TEP, MSID

Elizabeth has dedicated her entire career, of over 30 years, to advising private clients and provides holistic

advice on wealth preservation, succession planning & family wellness.

Elizabeth is the CEO & Founder of Legacy Wealth Advisors Pte Ltd which provides independent succession

planning and investment services to support families to ensure a smooth transition of wealth to the next

generation. Legacy Wealth Advisors was awarded Independent Wealth Manager, South East Asia at the

WealthBriefingAsia Awards 2024 and Most Promising New Entrant at the WealthBriefingAsia Awards 2022.

Elizabeth is also Managing Director of The Life Academy Pte Ltd, which provides bespoke family wellness

programs and empowerment coaching to ensure harmony through generations and to prepare the next

generation for being future wealth owners.

Elizabeth is an independent non-executive director of British & Malayan Holdings Ltd, an SGX listed

company established since 1924 and a pioneering member of the Singapore Stock Exchange.

Previously, Elizabeth has held senior managerial positions including Managing Director, Head of South East

Asia, Rothschild Wealth Management and Director, Rothschild Trust for 12 years until 2016. Elizabeth has

been covering Asia & Australia for over 20 years. The industry awarded Elizabeth Banker of the Year in

2000.

Elizabeth is an Associate of the Chartered Institute of Bankers, a member of the Society of Trust and Estate

Practitioners, a member of the Singapore Institute of Directors. Elizabeth sits on the judging panel for the

Financial Times/PWM Global Private Banking Awards and the WealthBriefing Awards and is an Ambassador

for WealthiHer and Ladies Finance Club.

Suzanne is a top-tier private wealth lawyer with 12+ years' experience in Singapore. In 2021, Suzanne founded Stephenson Harwood's private wealth practice in Singapore. Her unique UK tax expertise, rare in APAC, is complemented by deep knowledge of the local market and trust, succession, and estate planning law. Suzanne routinely assists clients with complex assets and families spread across multiple jurisdictions. She is extremely client service focussed, and she is passionate about offering personalised, insightful advice to help families and institutions achieve their goals.

As a highly ranked international private wealth lawyer specialising in succession and estate planning with UK tax expertise, Suzanne places clients at the heart of all she does, ensuring their needs and goals guide every decision and strategy.

For individuals and families, Suzanne provides guidance in crafting wills, trust structures, family offices and family constitutions, ensuring their estate plans align with their values and future aspirations. Suzanne supports institutional clients by offering strategic advice on legal and business risks; navigating complex issues, including potentially litigious trust matters, regulatory challenges, and UK tax intricacies. By working together with her clients, Suzanne tailors' solutions to arrive at outcomes aligned with her clients' ambitions and objectives.

Suzanne provides clients with commercial, practical, and jargon-free advice, ensuring clarity and confidence in their decision making. She guides clients through the process of setting up a trust, from trustee selection, to choosing private banks and external asset managers, offering support and expertise at each step. For Suzanne, fit matters, and she is committed to nurturing long-term relationships as a trusted legal advisor, ensuring clients feel fully supported and comfortable in navigating increasingly complex legal landscapes.

Within the firm, Suzanne is a sponsor of the female career progression programme.  Following a prolonged battle with infertility and baby loss, Suzanne was sponsoring partner for the firm's groundbreaking infertility and baby loss policies.  She is a certified Mental Health First Aider and acts as a touch point for colleagues facing mental health challenges.  Outside of work, she is a mother to two young children and is committed to raising awareness of the juggle many working parents face.

Suzanne is ranked as a Leading Partner in The Legal 500 and listed in the top 100 lawyers in Singapore by Asia Business Law Journal.

Olivier Livenais is Managing Partner at Asia Pacific Investment Advisory since June 2025 where he is in charge of the Wealth
Management activity. He was previously CEO of Indosuez Hong Kong, the Wealth Management arm of the Credit Agricole Group
since the beginning of 2020, He was in charge of the development strategy for North Asia, leading a team of 130
people.

Olivier was with the Credit Agricole Group since 2000, where he started in the Internal Audit Direction. He joined Indosuez
Wealth Management in 2006 as Chief Financial Officer and Head of Strategy, a perimeter he enlarged In 2010, with the Risk,
Compliance and Legal division.

In 2013, he took over the US division of Indosuez dedicated to the wealthy Latin American clientele, before being appointed Global Head of Business Development in 2017. He then led an ambitious acquisition program In Europe (HSBC in Monaco, Banca Leonardo in Italy) and in Asia (CIC in Hong Kong and Singapore).

Olivier graduated with a master in Management and Finance from Grenoble Ecole de Management in France

Kylie has over 20 years of experience in Singapore and international tax. Prior to joining BDO in 2015, she was a tax principal with a Big Four firm. Currently, Kylie leads BDO’s Asset Management and Private Wealth Tax practice in Singapore.

Kylie has worked on a broad range of tax advisory assignments involving cross-border tax planning, private wealth structuring, due diligence, post-deal restructuring, supply-chain modelling, incentive negotiation, alternative investments, debt offerings, permanent establishment issues, etc.

Kylie has also served a wide range of clients from different industries with particular expertise in fund and trust structuring, serving family offices and financial institutions with tax advice on their investments as well as assisting high net worth families with their tax, trust and estate planning issues on a multijurisdictional basis.

Kylie holds an Honours degree in Accounting and Finance from Monash University in Australia and is an accredited tax advisor in Singapore. Kylie is also regularly involved in various international tax seminars held in the region, and has also frequently published articles on taxation in the press.

Kylie was voted as the leading advisor in WealthBriefingAsia Awards 2019.

Michael was previously the partner in charge of Baker McKenzie’s tax group in Asia. At the firm, Michael focused on estate and succession planning for high net worth individuals. His practice also involved general corporate tax advice, tax disputes and litigation and stamp duty matters. He focused on Asia generally and Hong Kong specifically. Michael sits on the executive committee of the Hong Kong branch of the Society of Trust and Estate Practitioners (STEP) and chairs its China sub-committee. He is also a member of STEP’s global Board and Council. Additionally, he is the Chairman of the Joint Liaison Committee on Taxation in Hong Kong and sits on the board of the International Fiscal Association's branch in Hong Kong. He has been a full-time lecturer in the Law Faculty of Hong Kong University and remains a visiting lecturer in tax law there.

Ian has held various senior regional management roles at Julius Baer, HSBC Private Bank, ABN AMRO Bank, Republic National Bank of New York and VP Bank. He has extensive experience in the wealth management industry and the region, and is a member of the Institute of Chartered Accountants of Scotland.

Steven Seow is the founder and executive director of Singapore Consultancy. He has more than 16 years of working experience in banking and consulting. Prior to running Singapore Consultancy, he was the Asia head of wealth management for Mercer (2013-2017) and a director in EY Advisory (2008-2013). Over the course of his career, he has also worked in Citi Private Bank, IBM, PwC Consulting and Odyssey.

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.

David Wilson leads Accenture’s Asia Wealth Management practice, working with the senior leadership teams of the region’s wealth management firms to enable business growth and improve organizational enablement and efficiency. Previously, David was a team lead within UOB’s Group Strategy & Transformation function leading key Board- and Executive Committee-level strategy and digital transformation programs. Prior to UOB he spent over a decade in consulting and wealth management with Capgemini, Merrill Lynch, and UBS.

Anton Wong is Head of Taiwan Market based in Hong Kong.  Along with his team of Relationship Managers, he supports and services clients of Taiwanese descent in the region.

This is in addition to his extended responsibility of articulating the Next Generation strategy for the bank, which he continues to champion along with other key stakeholders.

Joining the Bank in 2011, and prior to his current role, Anton headed the Key Client Group in Asia with a focus on the bank’s Ultra High Net Worth proposition. He oversaw the private bank’s cross-selling efforts with Corporate & Institutional Bank and other business lines, and brought customized solutions to this client segment.

He is also a member of BNP Paribas’ Hong Kong CSR Committee.  He is actively engaged in the promotion of the arts and inclusive activities for disabled artists through his involvement in local NGOs.

Anton obtained his bachelor and master degrees in accountancy from the University of Illinois, and an MBA in finance from Columbia Business School.

Rachel is counsel in Carey Olsen's Singapore office and leads the firm's trusts and private wealth practice in Asia. She has particular experience advising high net worth individuals and ultra-high net worth individuals from the Asia-Pacific region, many of whom are ranked on the Forbes World's Billionaires List and the Hurun China Rich List (which ranks China's wealthiest people with a minimum net worth of 5 billion yuan (US$690m)), with their family wealth preservation, global asset allocation and the establishment and restructuring of a wide range of trust structures. She also regularly advises and acts for professional trustees, single family offices and multi-family offices, wealth management companies, and private banks. Rachel is the only native Chinese Mandarin speaking trusts and private wealth lawyer based in Singapore who specialises in offshore law.