The Third Annual WealthBriefingAsia External Asset Management Awards 2024

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

Regina has worked in private wealth management for the last 19 years, holding various product roles in trading, structuring and treasury. She held the executive role overseeing the wind down of Coutts & Co Asian business interests. She has extensive experience in sales, product management and trading platforms and is also well versed in dealing with banking regulations and platform development.

Regina currently serves the Family Office Association Hong Kong as a Coordinator for their Education & Research Committee, promoting the family office community and events.. Regina holds a Master’s Degree in Law from the Chinese University of Hong Kong.

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.

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.

Patrick joined UBS in October 2022 as Co Head FIM APAC after 12 years with Credit Suisse Group across the locations Zurich and Singapore. He has served in investment advisory and relationship management functions. Patrick has over ten years of experience with independent asset managers in Asia and is responsible for UBS FIM Singapore. He combines extensive knowledge in the areas of asset and relationship management as well as building successful teams. He has a passion for developing technologies that help clients achieve optimal results. He holds a Bachelor in Business Administration and a Master in Banking and Finance from the University of St. Gallen.

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.

Markus is Co Head FIM APAC, responsible for the team in Hong Kong since 2023. Markus has over 20 years of experience at UBS Global Asset Management and UBS Wealth Management. Over the past 17 years, he has served financial intermediaries and end clients in APAC in various roles: first as a member of the Capital Market Advisory team and then as FIM Client Advisor and Business Developer. In 2018, he was appointed Head FIM Singapore and Co Head FIM APAC in 2021. Markus holds a Master of Advanced Studies in Finance from the University of Bern and a Master of Science in Wealth Management from the University of Rochester, New York.

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.

Shiladitya Choudhuri is Market Head for External Asset Management & Multi-Family Office at Indosuez Wealth Management in Singapore. He is responsible for the commercial strategy, and market and risk management for the External Asset Management (EAM) business. A veteran of the bank, Shiladitya also serves as the Market Head for the NRI (Non-Resident Indians) business. After a successful stint in HSBC Private Bank, Shiladitya joined Indosuez in 2009 and was promoted to Managing Director in 2014.

Shiladitya has held numerous senior roles across three decades managing clients and businesses in private banking, wealth management, retail banking and start-ups in Asia, the Middle East and
India. Through these experiences, he has gained a deep understanding of his network of global clients, their cross-generational investment needs, and matters of succession planning.

Shiladitya was an integral part of ICICI Bank’s initial retail expansion in India in 1999, and its international
venture into Dubai in 2001. In 2004, he played a pivotal role in launching ABN Amro Bank’s NRI business in
Singapore.

Shiladitya holds a Bachelor’s degree in Statistics and a Master in Business Management from the University
of Calcutta, India. In 2015, he completed the Advanced Management Programme at INSEAD in Fontainebleau,
France.

Sean Chee is a seasoned professional in the financial industry, currently serving as the Deputy Team Head of the SEA Intermediaries team at Julius Baer. With a wealth of experience as a Private Banker and Portfolio Manager, Sean has previously held positions at reputable institutions such as Credit Suisse and Citibank. His background as a Portfolio Manager at Covenant Capital further solidifies his expertise in managing portfolios and investments. Sean’s extensive experience and leadership in the financial sector makes him a valuable asset to the Intermediaries team in Julius Baer.

Matthias has started his journey in the Private Banking space in the late 1990ies in Switzerland. During his career, he has worked in both Los Angeles (2 years) as well as Singapore (7 years). Prior to joining BIL Suisse in 2023, he worked for 2 years for one of the two fully regulated Crypto Banks in Switzerland. In his new role with BIL Suisse, he also oversees the Asia based intermediaries’ business out of Switzerland.

Michel Hofstetter assumes the role as the Head of Intermediaries at the Singapore branch of VP Bank. An industry veteran with more than two decades of experience in the banking industry working with intermediaries, Michel joined VP Bank Ltd Singapore Branch in 2022 and is currently responsible for growing the Bank's intermediaries business and increasing share of wallet in the market.

Before VP Bank, Michel was in Julius Baer as Deputy Head of Intermediaries Southeast Asia and covered various intermediary roles in global banking hubs such as Zurich, New York and Singapore.

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.