The WealthBriefingAsia Summits are large-scale thought-leadership, education and networking events exclusively for members of the WealthBriefingAsia network.
WealthBriefingAsia events encourage intellectual debate on the challenges and opportunities facing the wealth management industry and are designed to be an optimal use of a wealth manager’s precious time. They represent an excellent networking opportunity and attendees can also accrue valuable CPD hours.
Attendance is complimentary for members of the WealthBriefingAsia network and its partnering organisations, but places are limited.
|08:00 – 09:00||Registration and breakfast|
|09:00 – 10:00||Panel session: Jurisdictional Wealth Structuring: What The Age of Transparency Means For Your Clients|
|10:00 – 10:30||Networking and refreshments|
|10:30 – 11:30||Panel session: Where Next For Wealth Management Technology?|
|11:35 – 12:35||Panel session: In What Way Can Passion Investments And Collectibles Form Part Of A Portfolio?|
|12:35 – 13:30||Lunch and networking|
Date and Time
Date: Thursday 23rd April - 2015
Time: 8:00 am – 2:00 pm
JW Marriott Hotel
Address: JW Marriott Hotel, One Pacific Place, 88 Queensway, Hong Kong
Telephone: +852 2810 8366
Chuck Bokman is the lead partner at Capco Consulting’s Singapore, office responsible for wealth management clients and their transformation projects. After starting his consulting career in the US with Coopers&Lybrand, he spent 18 years with PwC, IBM, and then PwC again in Switzerland. Chuck has recently moved to Singapore to lead the launch of Capco’s office in the country.
Chuck brings over 20 years consulting experience, focused on wealth management transformation projects ranging from core banking replacement, to digital strategy. He has worked with most of the major players in the private banking and financial services in Switzerland, Europe, and Asia to solve their most pressing problems including regulatory and compliance issues, CRM/portals, target operating models and core banking system implementation.
Herbert Smith Freehills
Joanna Caen is a recent addition to Herbert Smith Freehill's private wealth team. She has joined HSF from New Zealand where she has advised both onshore and offshore clients in all aspects of private wealth structuring and disputes. She has particular expertise in overseeing and litigating complex, multi-jurisdictional structures on behalf of clients.
Patrick's practice focuses on trust and succession litigation including Inheritance Ordinance claims, breach of trust actions and applications for construction of trust documents and wills. He also advises on removal of personal representatives and trustees.
Patrick gives advice on all types of charity litigation as well as fraud and asset tracing. He has a particular interest in SE Asia, having practised in Hong Kong for 20 years.
Marco joined Stanley Gibbons in Hong Kong as investment director in October 2012. His main responsibilities are overseeing Stanley Gibbons' Asian offices in Hong Kong and Singapore, the development of new business in Hong Kong, Singapore and the broader Asia-Pacific region, building relationships with private banks, IFAs, wealth managers and other intermediaries, presenting Stanley Gibbons' investment services at events and other networking opportunities and maintaining relationships with existing and potential new investors. Prior to joining Stanley Gibbons (Asia) Limited, Marco spent almost 20 years with KPMG and just under two years with a smaller global consulting firm, primarily in merger and acquisition related advisory roles.
The Watch Fund
Dominic Khoo was the first South-East Asian to have worked full-time as a professional watch expert in an auction house. Under expert in the field Osvaldo Patrizzi at watch auction house Antiquorum, Dominic spent time in its Geneva, Hong Kong and Shanghai offices, appraising and authenticating watches for international clients and auctions.
In the earlier part of his career, Dominic took on journalism, editorial, directorial and editor-in-chief roles at several international watch publications. Dominic has accumulated 15 years’ experience of investing in watches, wearing them and selling them for more. In 2013, auction house Spink 1666 appointed Dominic as their first and only watch specialist to start up their international watch auction business.
The Watch Fund has offices in Geneva, Hong Kong and Singapore and has become the world's biggest watch investment system in the world with US$28.8 million in assets under management.
Auctioneer and Valuer
Macey and Sons
Jonathan Macey has 25 years of experience in the auctioneering and financial business; his forte is exit strategies along with a wealth of knowledge in the art business. Jonathan trained from an early age at London-based auctioneers, Phillips, and graduated as an auctioneer and valuer. He has been assisting private clients and institutions on portfolio building in the art business and he also has a wealth of high net worth art investor clients globally. Over the years has gained valuable knowledge in the art market and brings his success to others for educational seminars and regular press interviews.
Managing Director, Private Banking, North Asia and Wealth Solution, Asia
BMO (Bank of Montreal) Private Bank
Simon is a veteran trust specialist with more than 25 years of experience in wealth planning, trustee administration and private banking. He is the managing director for BMO Asia Private Bank, North Asia and is responsible for the trust and wealth planning services in Asia since 2015. He was previously the managing director and head of RBC Wealth Management’s Trust Company - Asia for almost 20 years, as well as the head of their private banking business in Hong Kong for about 16 years. Prior to that, he worked at HSBC Trustee International in Hong Kong, and Deloitte & Touche in Hong Kong and Vancouver.
Simon is highly regarded in the industry and has won many industry awards during his professional career. He is a chartered accountant, qualified in Canada and a member of STEP. He was an executive committee member of the Hong Kong Trustee Association from 1996 to 2005, and was also the deputy chairman between 1999 and 2000.
Peter Sherriff is the principal architect for Charles River in Asia Pacific. In this role, he is responsible for working with new and existing clients on their enterprise solution design leveraging the Charles River IMS.
Prior to joining Charles River, Peter was involved in product development and then consulting services for ACT Financial Systems and Misys Asset Management Systems focusing on middle- and back-office solutions along with their integration to front-office systems and transactional networks such as SWIFT.
Peter has almost 20 years of experience in the financial services software industry across the enterprise. He spent the first 10 years of his career in the UK focusing on the requirements of the European markets and since 2004 has been primarily involved in the Asian markets, especially Australia, Singapore, Hong Kong, China and Japan.
Asiaciti Trust Group
Christine Wong has over 16 years’ professional experience in the private client trust and wealth planning sector. Previously she worked as a senior wealth planning consultant at two major international banks for high net worths in the PRC and north Asia. Qualified as an Australian accountant, Christine spent her early career with two Big Four accounting firms in Hong Kong, specialising in trust and tax planning for Hong Kong families.
Director, Group Technology
UBS Wealth Management
With more than 17 years of experience in IT for financial industry across Asia, Stanley joined UBS Hong Kong in 2010, now the software product manager for advisory solutions. Prior to joining UBS, Stanley worked in a global investment bank; where he managed the client connectivity front office technology, and implemented the local middle & back office application suite in Indonesia & India. In his early consultancy career with Accenture, he had been working with local regulators, stock exchanges and banks.
Business Development Director - Greater China
Dr Yumei Zhang is business development director, Greater China, based in Hong Kong. Prior to Jersey Finance, Yumei was the managing director of Louvre Fiduciary (Hong Kong), a subsidiary of the Guernsey headquartered Louvre Group, a fiduciary and fund services provider.
Yumei’s career has included academic teaching in UK universities, financial regulation at the Guernsey Financial Services Commission, where she was a senior analyst in the investment business division and most recently business development at the Louvre Group.
Yumei is a fully qualified STEP member and an associate member of the Chartered Institute of Securities and Investment.
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