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Chief Executive Officer, Julius Baer
Since 1 September 2019, Philipp Rickenbacher has been CEO of Julius Baer Group Ltd. and Bank Julius Baer & Co. Ltd.Philipp Rickenbacher joined Julius Baer in 2004 and subsequently held various senior leadership roles, including the responsibility for the Structured Products area. In 2016, he was appointed to the Bank’s Executive Board and became Head Advisory Solutions. From January until the end of August 2019, he was Head Intermediaries & Global Custody and Member of the Bank’s Executive Board.
Before joining Julius Baer, he was employed with McKinsey & Company in Zurich and London from 1997 to 2004, amongst others as Associate Principal.
Philipp Rickenbacher holds a Master of Science in Biotechnology from the Swiss Federal Institute of Technology (ETH) Zurich. Additionally, he is a graduate of the Swiss Finance Institute and of the Advanced Management Program of Harvard Business School. He is father of two children.
Chief Executive Officer, Bank of Singapore
Bahren Shaari was appointed Chief Executive Officer of Bank of Singapore on 1 February 2015. Prior to this appointment, he was the Senior Managing Director and Global Market Head of Southeast Asia. He has more than 30 years of banking experience. In 2016, he was conferred the Singapore Institute of Banking and Finance Distinguished Fellow award, in recognition of his significant contribution to the financial industry and outstanding leadership capabilities.Bahren has been a non-executive and independent director of Singapore Press Holdings since April 2012. He serves as a board member of the Institute of Systems Science at the National University of Singapore. Bahren is also a member of the Council of Presidential Advisers and served as an alternate member from April 2017 to January 2020.
Bahren was conferred the Public Service Star Medal in 2018. He was awarded the Public Service Medal in 2008.
Bahren is married with three children and graduated with an accountancy degree from the National University of Singapore.
Chief Executive Officer, HSBC Private Banking
Annabel Spring was appointed CEO of HSBC Private Banking in September 2020. She plays a critical role in accelerating the growth of the division as it continues to invest in its offering, technology and products.Annabel joined HSBC in 2019 as Group Head of Customers and Products, Wealth and Personal Banking. Previously, she spent nine years with the Commonwealth Bank of Australia, most recently as Group Executive for Wealth Management. Annabel also held a number of senior roles at Morgan Stanley, including Global Head of Firm Strategy and Execution, with postings in New York, Hong Kong and Sydney.
An Australian national, Annabel has a Bachelor of Laws and a Bachelor of Economics from the University of Sidney and an MBA from Harvard University.
Chief Executive Officer, BNP Paribas Wealth Management SA
Vincent Lecomte is CEO of BNP Paribas Wealth Management. He was most recently Co-CEO of BNP Paribas Wealth Management and prior to that post he served as its Chief Operating Officer.He joined Paribas’ Securities Services business in France in 1992. In 2005, Lecomte became Deputy Head of the Personal Investors business line and Deputy Chief Executive Officer of Cortal Consors, a subsidiary of BNP Paribas. He also spent three years in Germany as Head of the Securities Services business. He held several positions in the consulting field at the beginning of his career.
Lecomte is a graduate of ESCP Europe.
CEO EMEA, Head of International Private Bank, Deutsche Bank; Member, Deutsche Bank Group Management Committee
Claudio de Sanctis is a Member of the Deutsche Bank Group Management Committee, CEO EMEA and the Head of International Private Bank at Deutsche Bank.He joined the bank in December 2018 as Head of Wealth Management Europe. From February to December 2019, de Sanctis was CEO of Deutsche Bank (Switzerland) Ltd and Chief Country Officer for Switzerland. Subsequently, he was appointed as Global Head of Wealth Management for Deutsche Bank until the launch of the International Private Bank in June 2020, which brought together Deutsche Bank’s Private & Commercial Bank International (PCBI) unit with Wealth Management.
De Sanctis joined Deutsche Bank from Credit Suisse where he was Head of Private Banking Europe, reporting to the Executive Board, and, previously, Market Area Head of Private Banking Southeast Asia. Before, he spent seven years at UBS Wealth Management Europe, lastly as Market Head Iberia and Nordics. Earlier in his career, de Sanctis worked in the wealth management units of Barclays and Merrill Lynch.
De Sanctis earned a BA degree in Philosophy at La Sapienza University of Rome.
Deputy Managing Director
Markets & Development
Monetary Authority Of Singapore
Ms Jacqueline Loh Wai Yin is the Deputy Managing Director for Markets & Development as well as Corporate Development in MAS. She oversees the Markets and Investment, Development and International, as well as the FinTech and Innovation Groups. Ms Loh also oversees the Organisation & People Development, Technology, and Finance, Risk & Currency Groups.Jacqueline joined the MAS in 1987, after graduating with a Master of Business Administration from the University of Washington. She has experience in several functions across MAS, including as Assistant Managing Director in charge of the Prudential Policy, Macroprudential Surveillance and Specialist Risk Supervision Group. Between 1990 and 1994, Jacqueline worked in MAS’ New York Office.
Jacqueline is a Member of the Executive Committee of the ASEAN+3 Macroeconomic Research Office and the Institute of Banking & Finance Council. She serves on the HDB Board and the Board of Trustees at the Wealth Management Institute. Jacqueline is also a Member of the Board of Trustees of pension savings schemes in a couple of Ministries, and is the Chairperson of the Singapore Clearing House Association.
Jacqueline was awarded the Public Administration (Silver) Medal in August 2010 and Public Administration (Gold) Medal in 2018.
Head of Fixed Income, Asia Pacific, Managing Director, UBS Asset Management
Hayden Briscoe has overall responsibility for all Asia Pacific fixed income activities at UBS Asset Management. This includes fixed income investment capabilities in Hong Kong, Singapore, Japan, Australia, and China. He is also a member of the Global Fixed Income Management Team and Global Fixed Income Investment Forum.Prior to joining UBS Asset Management, Hayden was a Senior Vice President and Director of Asia Pacific Fixed Income at Alliance Bernstein. In this role he was instrumental in building out their Asian fixed income platform and responsible for regional and country portfolios as well as having input in global aggregate strategies.
Hayden previously worked at Schroders Investment Management, Colonial First State and Bankers Trust, where he fulfilled fund management, portfolio management, and trader roles.
Portfolio Manager, Matthews Asia
Winnie Chwang is a Portfolio Manager at Matthews Asia and manages the firm’s China Small Strategy and co-manages the China and Asia ESG Strategies. She joined the firm in 2004 and has built her investment career at the firm. Winnie earned an MBA from the Haas School of Business and received her B.A. in Economics with a minor in Business Administration from the University of California, Berkeley. She is fluent in Mandarin and conversational in Cantonese.
Head of Distribution APAC
Jaspar Crawley is Head of Distribution APAC, having joined the World Gold Council in August 2018. Jaspar is responsible for building long-term relationships with banks, wealth managers, family offices, and institutional gold investors.
Jaspar has over 10 years’ experience in the gold industry and related fields, working as a precious metals sales trader at UBS and Deutsche Bank. Formerly a Captain in the British Army, Jaspar holds a degree in History (BA Hons) from Newcastle University, the STA Diploma in Technical Analysis and is a CAIA charterholder.
Chief Executive Officer of EMEA and APAC, MarketAxess
Christophe Roupie joined MarketAxess in March 2017 as CEO of EMEA and APAC. In this role, Christophe is responsible for the international growth of the trading, data, and post-trade business groups at MarketAxess, including driving the firm’s global expansion into new and emerging markets.
He was previously Global Head of Trading and Securities Financing for AXA Investment Managers. While at AXA, he managed trading teams in Paris, London, Hong Kong and Greenwich, CT across equities, fixed income, FX, derivatives, repo and stock lending. Prior to this, Christophe was the Global Head of Fixed Income Trading at Natixis Asset Management.
Christophe started his career as an inter-dealer broker with Tradition. Throughout his career, he has been an advocate for electronic trading and market transparency as critical components of competitive, efficient and liquid fixed income markets globally.
Head of Private Banking Product, MarketAxess
Erik Tham is a senior executive and expert in financial markets, securities trading and electronic trading technology with over 20 years of industry experience. Erik started his career in 1999 as business consultant at Accenture, where he was involved in numerous projects related to securities exchanges and trading technology. Following this position, between 2006 and 2018, he covered various senior roles in fixed income e-trading at leading firms such as UBS Investment Bank and UBS Wealth Management in Zurich (Switzerland), including head of desk and market & technology expert.
In November 2018, Erik joined MarketAxess as Head of Private Banking Product with the objective to help trading desks at global private banks and wealth managers to combine highest execution performance with maximum efficiency.
Erik holds a master’s degree in Physics (M.Sc.) and is based in Zurich.
Chief Executive Officer, Hong Kong, Chief Investment Officer, Asia Pacific, Lombard Odier
Jean-Louis Nakamura is the Chief Executive Officer, Hong Kong and Chief Investment Officer, Asia Pacific for Lombard Odier group.Jean-Louis joined Lombard Odier in March 2008 to head the executive board of the Paris office. In late 2008, he was transferred to Lombard Odier’s head office in Geneva to become Head of the Quantitative & Overlay Management Team. He was appointed Deputy Global CIO of LOIM in June 2012; CIO, Asia Pacific in January 2014; and CEO, Hong Kong in July 2017.
Prior to joining Lombard Odier, Jean-Louis was CEO of the French Civil Service Pension Fund (ERAFP), having spent five years as CIO of the French Pensions Reserve Fund (FRR), where he was in charge of strategy, tactical allocation and the selection of managers for a portfolio valued at EUR34 billion. Previously, he was Head of International Forecasting and Macro Analysis at the Ministry of Economy & Finance, France from 2001-2003. He also served as a financial expert covering euro-related issues and the banking and insurance sectors for the European Council from 1999-2001.
Jean-Louis began his career in 1995 as an economist, specialising in macroeconomics and the banking industry at the French Ministry of Finance. Jean-Louis graduated from France’s Ecole Nationale d’Administration in 1995 and from the Institut d’Etudes Politiques in 1991.
Chief China Equity Strategist, Morgan Stanley
Laura Wang is an Executive Director in the Morgan Stanley Research Asia/Global Emerging Markets equity strategy team, in which she serves as Chief China Equity Strategist, providing Chinese equity related investment strategy research and services to global institutional clients. Laura joined the Firm in 2012. Prior to joining Morgan Stanley, Laura worked as a strategy consultant at Boston Consulting Group in its New York office. Laura has an MBA degree from Harvard Business School.
Director, Senior Product Specialist, Global Fixed Income, Allianz Global Investors
Luke Copley joined Rogge Global Partners (now Allianz Global Investors) in 2013. Luke is responsible for the Global Fixed Income platform’s Sovereign & Aggregate Product Specialist team, incorporating a range of core strategies totaling c.USD 97bn1 Assets Under Management.
Luke works closely with the platform’s CIOs and senior portfolio managers to serve as an advocate for Sovereign & Aggregate strategies. Luke is engaged with clients for portfolio review activities and discussion on the team’s outlook and investment strategy, in addition to being responsible for product design, and for customised mandate solutions for institutional investors.
Prior to the role, Luke served as a Fixed Income Product Specialist covering Global Credit, Emerging Market Debt and High Yield strategies, and was formerly a Generalist Portfolio Manager at Rogge. Previously Luke spent time as an Investment Consultant at Towers Watson, and before joining the industry was a Research Scientist in the field of Organic Chemistry, holding a Chemistry Master’s degree (MSci) and an Associateship of the Royal College of Science (ARCS). Luke is also a Member of the CFA Institute and CFA Society UK.
1. As at 30 September 2020
APAC Economist, UBS Global Wealth Management Chief Investment Office
Philip Wyatt is the APAC economist at UBS Chief Investment Office GWM where he is responsible for researching and setting the macro view for investing in the pan-Asia region – from China through to India. In CIO, he advises on various regional and global investment committees alongside asset allocation and emerging market experts.Before UBS CIO, Philip worked for UBS Investment Bank in its top-related macro team in HK advising the Bank and Institutional funds on macro strategy across asset classes for Asia with specialization in South East Asia and the Indian subcontinent. Prior to this, Philip worked in Foreign Exchange Rates strategy at SBC Warburg. Throughout the 1990s, Philip worked at GT Asset Management and Invesco where he helped the CIO with asset allocation for China and the Asia region. He has studied monetary policy, economic development and the history of the region in some depth through the prism of investing.
Philip holds a Master’s degree in Economics from Warwick University, England and a Bachelor’s degree in Economics & Econometrics from Sheffield University, UK.
Head of Investment Services, Asia Pacific, BNP Paribas Wealth Management
Garth is the Head of Investment Services, Asia Pacific for BNP Paribas Wealth Management, responsible for the regional investment services platform.Before taking on his current position, Garth was Head of Managed Assets, Asia, leading the regional Discretionary Portfolio Management (DPM) and Contractual Advisory teams. Garth has been based in Singapore since 2012, when he joined as Head of DPM, Asia.
He was previously Head of DPM and Head of Investment Advisory, Wealth Management in London. Prior to this he was Head of DPM, Wealth Management in The Netherlands, where he was responsible for discretionary investments for HNW, UHNW and institutional clients, as well as a range of asset management funds for both retail and institutional investors. He has significant asset management and wealth management investment experience across multiple asset classes.
Garth holds a Bachelor of Science degree in Actuarial Science, is a CFA charter holder, and holds an Executive MBA from INSEAD, where he graduated with distinction. He also holds a Master’s degree in Comparative East-West Philosophy from the University of Hawaii.
Head of Investment Grade Credit, EMEA, Columbia Threadneedle Investments
Alasdair Ross is Head of Investment Grade Credit, EMEA, with responsibility for our UK and European investment grade corporate credit teams based in London. Alasdair is lead portfolio manager across various global, euro and UK corporate credit portfolios including Threadneedle (Lux) Global Corporate Bond Fund, Threadneedle European Corporate Bond Fund, Threadneedle UK Corporate Bond Fund and is also deputy portfolio manager on the Threadneedle Credit Opportunities Fund.Alasdair’s investment background is as a fundamental, bottom-up, investment grade credit analyst. Between joining the company in 2003 and becoming a portfolio manager in 2007, he had responsibility for covering the TMT, utility and energy sectors, as well as the sterling whole business securitisation sector.
Prior to joining the company, Alasdair worked at BP plc in a rotation of commercial roles. Alasdair has a first class honours degree in Politics, Philosophy and Economics from the University of Oxford.He also holds the Chartered Financial Analyst designation.
Head of Fixed Income Funds, HSBC Private Banking
Yassar Ali is Head of Fixed Income Funds at HSBC Private Banking, based in London.Yassar joined HSBC Private Banking in September 2018, and is responsible for fixed income fund selection globally as well as providing support to the distribution of fixed income funds across the Private Bank.
Yassar was previously at Aberdeen Standard Investments, where he was a Senior Fixed Income Specialist for the fixed income business covering both emerging and developed market asset classes. He has 19 years’ experience within fixed income markets, including time as a Fixed Income Portfolio Manager at the European Investment Bank in Luxembourg. He has experience managing Money Market portfolios.
Yassar holds a degree in Engineering in Aerospace Systems, a Masters in Engineering and the Chartered Financial Analyst (CFA) designation.
Head of iShares Wealth Asia ex-Japan Distribution, BlackRock
Anthony Arthur, Director, is Head of AxJ Wealth, APAC iShares, covering iShares ETF distribution to global private banks. Before taking on this role, Anthony was a member of the APAC corporate communications team, leading media relations for the ETF and indexed business across the region, TLS and SPM. Prior to joining BlackRock in August 2013, Mr Arthur was a Senior Director at FTI Consulting, Hong Kong in strategic communications, where he worked since July 2012 advising financial services companies on their communications strategies. Previously, Mr Arthur worked for MHP Consulting (and its founding agency, The Hogarth Partnership) in London for seven years, advising on media relations for financial services companies such as Lazard, Rabobank, Robeco and Record Currency Management, as well as capital markets communications for listed corporates, including M&A and fundraising.
iShares specialist, Asia ex-Japan Wealth Distribution, BlackRock
Georgina Mitchell is a member of the iShares Asia ex Japan Wealth Distribution team, covering iShares ETF distribution to global private banks. Previously, Georgina worked at BlackRock in London where she was responsible for relationships with global private banks, wealth managers & private investment offices, including distribution of iShares ETFs and BlackRock Index Mutual Funds. Georgina holds a Bachelor degree with honours in Geography with proficiency in French from the University of Exeter. She is also a member of BlackRock’s Women’s Initiative Network.
Product Strategist, Fixed Income Portfolio Management Group Asia Pacific, BlackRock
Hui Sien Koay, CFA, Vice President, is a member of the Product Strategy Team within BlackRock’s Global Fixed Income (GFI) Portfolio Management Group. She currently focuses on the commercialisation, narratives and development of the Firm’s Fixed Income Index and ETF business in APAC. Ms. Koay was previously a product strategist in London, representing fixed income ETF strategies to clients across EMEA. She joined Blackrock in 2015, from Barclays’ Risk Analytics and Index Solutions group, where she was responsible for delivering benchmark bond indices and custom index solutions, as well as fixed income performance attribution and portfolio risk models to UK institutional clients. Ms. Koay holds an MEng in Mechanical Engineering from Imperial College London.
Chief Operating Officer, Wealth Management, DBS Bank
Mr Patrick Dreyfuss joined DBS Bank in October 2014 as Chief Operating Officer of the Wealth Management Group upon the successful acquisition of the Asian private banking business of Societe Generale.He joined Societe Generale Private Banking Asia (SGPB Asia) in 2004, where he was responsible for the successful spin-off of the private banking operations into a new legal entity – Societe Generale Bank & Trust (Singapore branch), and the set-up of a regional hub dedicated to private banking in Singapore. Prior to joining DBS, Patrick was Regional COO of SGPB Asia and was also Deputy Regional CEO since March 2011. He also acted as Project Director for Societe Generale when DBS announced its plans to acquire the French bank’s private banking franchise in Asia.
Prior to his appointments in Asia, he was with the Société Générale Group in Paris, France where he worked in the inspection department, responsible for high level audit & consulting assignments worldwide. Patrick has over 20 years of experience working in the financial sector, mainly in France, Luxembourg and Singapore.
Patrick is a French national and holds a degree from SUPELEC, a renowned engineering school in France.
Chief Operating Officer Asia Pacific, Operating Head Wealth Management Asia Pacific, UBS Global Wealth Management
Wiwi Gutmannsbauer joined UBS AG in 1998 and was appointed Chief Operating Officer Asia Pacific and Operating Head, Wealth Management Asia Pacific on 1 January 2018. Prior to this, he served as a member of the Executive Board of UBS Switzerland AG and Joint Chief Operating Officer UBS Switzerland AG. He was Operating Head Wealth Management Global Emerging Markets from 2010 to 2015 and was appointed Head WM Omnichannel Management in 2016.Wiwi has 20 years of experience working at UBS in various senior management roles. He was COO Business Unit Northern Europe from 2009 to 2010 and Regional Market Manager Austria International from 2007 to 2009.
Wiwi graduated with a Diploma in Earth Sciences from the University of Basel in 1993. From the same university three years later, he obtained a Ph.D. in Condensed Mater Physics / Mineralogy.
Head of Discretionary Portfolio Management Asia, Union Bancaire Privée
Paras Gupta is Head of Discretionary Portfolio Management (DPM) for the Private Bank in Asia.
In this role, Paras is responsible for leading the DPM teams in Singapore and Hong Kong in managing discretionary portfolios for ultra-high net worth clients and tailored portfolios across asset classes to clients in the region.
Paras has over 15 years of experience in banking and wealth management, and has spent the recent decade managing discretionary portfolios for high net worth individuals in Asia. He previously held senior positions at BSI in Hong Kong and Coutts in Singapore, and had also held roles in HSBC and Merrill Lynch in Singapore.
Paras holds a Masters degree in Business Administration from the Indian Institute of Foreign Trade in New Delhi, India. He is also a CFA charter holder and a Certified Financial Risk Manager (FRM).