The Fourth WealthBriefingAsia External Asset Management Awards 2025

Mario brings extensive experience to the industry as senior advisor driving sales and business initiatives in Asia Pacific for UHNWI/FO service providers. He draws upon his detailed understanding from roles such as global head of business management for ANZ Private Bank in Australasia, where he defined and delivered the strategic and operational needs for the business.

Previously Mario worked for leading wealth managers such as Vontobel, Credit Suisse and Deutsche Bank, holding positions across a variety of disciplines including relationship management, business and financial planning, training and development, strategy, business development and marketing communications in both Europe and Asia. He was also managing director for Solution Providers Management Consulting, leading its growth in Asia Pacific, specifically Singapore.

He wrote and published his Ph.D. thesis about the supervision of External Asset Managers [EAM] in Switzerland (“Der bankunabhängige Vermögensverwalter: Analyse des Handlungsbedarfs einer möglichen Aufsicht unter Berücksichtigung des amerikanischen und englischen Rechts”), build up/out of various EAM desks in Switzerland and Singapore and serviced this segment.

Emmanuel Guillaume is Head of External Asset Managers, Asia-Pacific for Lombard Odier. Emmanuel is responsible for leading Lombard Odier’s intermediary business in Asia-Pacific (APAC), overseeing a team of
professionals committed to delivering best-in-class private banking services and innovative solutions for intermediaries in APAC.

Residing in Singapore since 2002, Emmanuel has extensive experience in advisory and sales roles covering external asset managers in Singapore and Hong Kong. Before joining Lombard Odier, he was Head of Structured
Solutions & Investments Asia at Vontobel. Prior to this, he was Head of Investments at Citibank and Head of Structured products Asia at UBP.

Emmanuel has significant expertise in bespoke investment solutions. He graduated from EM Lyon Business School, and also holds a Master’s degree from Université Paris Dauphine-PSL.

Felicia Heng is the Founder and Managing Director of Wise Purpose, Asia's leading family office, consulting, coaching and advisory practice. With a unique fusion of expertise in psychology, wealth management, and business strategy, Wise Purpose collaborates with Family Office principals, business family owners, and board directors of charities and foundations to navigate pivotal leadership, wealth, and business transitions with precision and insight. One area of focus is in the area of family wealth mediation to navigate conflicts that arise from ownership, succession planning, and financial management.

Prior to establishing Wise Purpose, Felicia served as a senior banker at J.P. Morgan Private Bank, guiding asset owners, families, and C-suite professionals in strategic wealth management to fulfill their family legacy goals and philanthropic aspirations. With over 25 years of international experience spanning banking, logistics, and pharmaceuticals, Felicia is a proven leader in strategic business planning, leadership transitions, and cultivating intellectual and social capital for enduring stewardship.

Certified in International Mediation, Advanced Wealth Management, Family Wealth Advising, and Executive Coaching, Felicia is dedicated to empowering families towards sustainable success and generational prosperity

Hassen is a Senior Relationship Manager covering External Asset Managers at MCB (DIFC Branch). He relocated from MCB’s Head Office in July 2021 where he was previously responsible for coverage of EAMs and Multi Family Offices in Switzerland, Monaco, the UAE and in Mauritius. Prior to joining MCB, Hassen established the EAM Desk at Afrasia Bank, a boutique bank based in Mauritius. Hassen is an entrepreneurial and solution oriented banking professional with experience in multiple African, Middle Eastern and European jurisdictions who actively leverages on the entire MCB Group capabilities that also include corporate and investment banking, asset management and private equity. He holds a Master of Business Administration from HEC Paris and speaks fluently English and French.

Noah has more than 20 years of experience in international private banking. Prior to his current role, Noah was Head Business Management for Intermediaries Asia Pacific providing managerial guidance in strategic initiatives, business development, service offering and risk governance framework.

Noah joined Bank Julius Baer in 2003 and has held numerous appointments as Head Of Operations with the former “Banco di Lugano (Singapore) Ltd”, Head Booking Centre Singapore and Head Business Management of Private Banking International.

Noah has a Master of Business in Finance from the University of Technology Sydney and a Bachelor of Science (Economics) in Management Studies from the University of London.

Anne is founder of the online platform AW●ASIA PACIFIC | MIDDLE EAST at americanswelcome.asia introducing asset managers registered with the Securities and Exchange Commission in the United States and dedicated to providing compliant wealth management services to US, Canadian, and Latin American citizens, residents, and expats. The platform includes other wealth management-related services as well. In addition, Anne is the founder of AW✚SWITZERLAND at americanswelcome.swiss and also provides US-oriented, digital, and traditional marketing, communication, and business development strategies through her agency, Americom.

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

Gary Tiernan has worked in the international finance industry for over three decades. He now runs his own consulting business supporting UHNWIs and families. He is an experienced CEO and CIO in the MFO and EAM areas.
He started his career in investment banking, holding management roles in London and Switzerland. In private banking, he has held several global roles, and multiple senior regional roles in Asia and Europe, and worked extensively with clients internationally. These roles have covered investments, fiduciary and wealth planning, and sales management.

Sandro Treier is the Head Intermediaries Greater China at Bank Julius Baer. He joined Bank Julius Baer in 2013. Before joining Bank Julius Baer he worked with LGT Bank Hong Kong where he was responsible for the development of the Independent Asset Manager/EAM business. Prior to this, he worked with UBS Wealth Management in Switzerland, also covering Financial Intermediaries. He has over 25 years of experience in the banking industry, 18 of which working with Intermediaries. Sandro earned his MBA from Macquarie Graduate School of Management (MGSM), Sydney.

Bruce is a chartered accountant with over 37 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 a non-executive of a number of companies including Fidelity Holdings UK, The Wisdom Council, ComPeer, JDX Consulting and Ten Group.