HUBBIS WEALTH SOLUTIONS FORUM 2023

David is the Founder and President of the Portcullis Group. He has been described by the Singapore Academy of Law as “the Guru of Asian Family Offices". David is President of Baxian Bank Ltd, the first homegrown digital full bank in Malaysia regulated by the Labuan Financial Services Authority. David Chong and his family also owns Fusang Exchange Ltd, the first fully-regulated stock exchange in Asia providing end-to-end infrastructure to support Digital Securities. David is the former President of the Singapore Trustees Association (STA). He served as the Founding President of Society of Trust & Estate Practitioners (STEP) Singapore Branch and was the Founding President of the Singapore Fund Administrators Association (SFAA). He leads the Family Office Association Ltd. He is a Fellow of Harris Manchester College, University of Oxford. David is the Managing Director of David Chong Law Corporation, Singapore, and is qualified as a Barrister-at-Law, Lincoln's Inn; Advocate & Solicitor, Singapore; Malaya and Brunei; Barrister & Solicitor, British Virgin Islands; Solicitor, New South Wales and Queensland, Australia; Barrister & Solicitor, Australian Capital Territory and Victoria, Australia. David has a Master’s Degree in Law from National University of Singapore and a Master’s Degree in Business from City University, London.

Roger Chi is a Partner of 1291 Group Asia and oversees the development of the Singapore office. Roger has extensive experience working with family offices across Asia and the Middle East advising on cross border investments, succession planning, taxation, family governance, and private equity. Prior to 1291, Roger was a partner at Candareen Capital where he led their family Office advisory activities and was appointed a senior advisor to Sheikh Syed al Maktoun. Roger started his career as a venture capitalist at Brainrush Ventures - a San Francisco Bay Area venture capital firm, before joining a Monitor Company and a leading strategic consulting firm. Roger holds a MBA from the Wharton School of Business at the University of Pennsylvania and a Bachelor of Science (BS) from the UC Berkeley.

Bryan Henning is a wealth management specialist with over 30 years of experience. He represents Eton Solutions as Senior Vice President of International Sales. Bryan is based in Singapore, where he leads Sales & Marketing efforts in the Asia Pacific region. As Senior VP of International Sales, he leads client interactions, sales, implementation, and services throughout the Asia Pacific region and supports all company operations in Singapore. Throughout his multi-decade career, Bryan has worked in banking and wealth management, leading divisions for Standard Chartered Bank, Barclays Wealth, and HSBC, where he developed and managed all aspects of wealth management offerings to retail, mass affluent, HNW, and UHNW clients. While Bryan has successfully built and run wealth management and investment product and services businesses in Africa, the Middle East, and Europe, the majority of his experience is based in Asia. He is a Permanent Resident of Singapore, where he currently resides, and he has Canadian and Australian roots.

Marcus has in-depth experience of managing and resolving global trust and commercial disputes that arise in a practical and cost efficient manner. He has led the management of many global disputes as both an English lawyer and as a former professional trustee in the Cayman Islands, most recently managing a high profile, multi-billion dollar, multi-jurisdiction dispute involving prominent Middle Eastern families. Marcus has practical experience of litigation in England, Cayman, BVI, Bermuda, the Bahamas, the Isle of Man, the Channel Islands, Hong Kong, New Zealand and the US and his offshore address book is second to none. Legal 500 (2022) described him as “a stand out partner who is assured and hugely knowledgeable. He, along with his team, are able to effectively guide clients through the most complex and difficult cases with ease and a sense of security” and “his considerable experience as an offshore trustee, particularly in respect of contentious trust matters, gives him a valuable perspective that other lawyers lack. Marcus is extremely collaborative and a pleasure to work with.”

Shawn is the Head of Trust Services at Ocorian Singapore Trust Company (OSTC), leading the private clients’ team that oversees the management of fixed and discretionary trusts, purpose trusts, private unit trusts and family office structures. As the resident manager and a board member of Ocorian Singapore Trust Company, Shawn also oversees the statutory and regulatory obligations of the firm. As an experienced wealth planner, Shawn has partnered with ultrahigh net-worth (UHNW) families, entrepreneurs and businesses for many years. He works closely with his clients to oversee the strategic implementation of complex wealth planning solutions, tailored to meet the estate, succession, investments, tax and regulatory requirements and objectives of his clients. He has also assisted his clients with venture capital, private equity and digital assets investments, taking into consideration their individual objectives and circumstances. Prior to joining Ocorian, Shawn was the Senior Associate Director of the Wealth Structuring team at Providentia Wealth. Shawn is a full qualified member of the Society of Trust and Estate Practitioners (STEP)

Feisal Alibhai is the founder of Qineticare, the world's first Family Health Office. Qineticare’s mission is to empower individuals and families through an integrative well-being journey of self-discovery to transform their way of being to live a meaningful life. Feisal is also a 3rd generation family business entrepreneur with over 10,000 employees in 15 countries. A stage III cancer survivor, father, and lover of humanity, Feisal draws on a lifetime of personal experience to collaborate and facilitate for others his sincere joy for life. From his family, he learned to embody an ethic of integrity, generosity, and service to others. Facing the hardest of circumstances, he responds with trust in life and full commitment. After his brush with death, he discovered meaning and fulfilment in serving others to navigate the hardest moments, disease, death, family disharmony, and finding the way home to ourselves. Feisal is also the author of ‘Four Steps to Flow: Living a Meaningful Life Head and Heart United’.

Scott Moore is Managing Director and Head of the Indonesia and Philippines offices at Henley & Partners. Scott has extensive experience dealing with high-net-worth individuals and their families concerning residence and citizenship planning. He holds a Bachelor of Commerce from the University of British Columbia and has attended the National University of Singapore.

Alexandra is a Swiss qualified lawyer with Rajah & Tann Singapore LLP. As a certified inheritance law specialist, she advises European and Asian private clients and high net worth families on all trust and estate matters. She assists her clients in the fields of cross-border matrimonial and inheritance laws, wealth and estate planning as well as probate and estate administration. She understands both civil law and common law jurisdictions and assists clients with Swiss and European links on finding the most suitable structuring. Alexandra further covers relocations between Switzerland and Asia by advising her clients across the entire spectrum of their legal needs in connection with the move.

Sharon is the Regional Head of Asia Pacific and the leads of Private Client and Corporate services business of Ocorian in Asia. She has 20 years’ experience in the provision of financial, regulatory, corporate and fiduciary services while working in financial institutions, family offices and business outsourcing companies globally. Apart from working many years with private and corporate clients, she is very experienced in establishing and managing family offices, which includes sitting on the boards of family offices. Her international career has enabled her to develop an acute sense of culture awareness thus not only building strong client relationships but also helping clients navigate complex issues with a clear and steady focus on their goals. With an outstanding track record in delivery and execution, Sharon’s expertise is in successfully turning around business operations whilst upholding the highest levels of corporate governance. As a result, she has led numerous business expansions throughout Asia. Sharon is also an accountant and was formerly in senior roles with Citigroup, BNP Paribas and private family offices. Sharon joins us from TMF Group where she held several senior leadership roles in Singapore, Philippines and Malaysia.

Tess Wilkinson is the Director of Education Services at Henley & Partners. With over 25 years of experience in the industry, Tess’s comprehensive knowledge of global education combined with Henley & Partners Education’s independent, expert assessment result in the successful placement of clients’ children at the most suitable schools and universities. Tess holds a Bachelor of Arts in Communication and a Post Graduate Certificate of Education. In 2006, she set up a language training and translation services company in France. In 2014, she launched a British Chamber of Commerce award-winning employability program that brought the world of education and employment together, enabling hundreds of children to gain insight into different career paths and learn skills that are essential for their success in the workplace. Tess works closely with a network of highly qualified and experienced North American, European, Singaporean, Australian and New Zealand schools and university specialists who deliver Henley & Partners Education’s placement services. They have deep-rooted connections to top schools and universities and have been successfully counseling students for over 25 years. As a UK-qualified teacher, Tess has worked in British and European schools and is a consultant for the British School of Brussels, which was voted the Federation of British International Schools in Asia’s School of the Year in 2022.

Lee Sleight is Head of Business Development, Asia, and is responsible for designing tailored private wealth and succession planning solutions, working closely with Asia-focussed distribution partners, for UHNW clients and their families that protect, preserve and pass on their legacy to future generations. Lee has over 20 years’ experience in the wealth assurance industry across Europe, Asia and Latin America. Joining Lombard International Group in 2004, Lee successfully led the European Complex Case Structuring Team, where he built a unique track record, working in partnership with advisers to global UHNW families to offer Private Placement Life Insurance based solutions catering for their increasingly complex wealth and succession planning needs. Lee is a member of the Society of Trust and Estate Practitioners. Born in the UK, Lee has lived in Germany since 2005 and worked in Luxembourg since 2001. A father of 3, Lee is also an avid trail runner and triathlete.

Carolyn is Managing Director of Bordier & Cie Singapore and a pioneer of Malaysia's Private Banking sphere with over 20 years of experience. She was former Head of Maybank Private Malaysia, Wealth Management. Prior to joining Maybank Private, Carolyn was attached to CIMB Private Banking since its launch in 2002, with the last position held being Head of Private Banking in Malaysia. During the tenure, Carolyn had built and led teams to drive client relations, as well as expanded the Private Banking business by establishing presence in four new states - Penang, Sarawak, Sabah and Johor. She had also served at unit trust and mutual fund companies namely CIMB Principal Asset Management in Malaysia, and Templeton Management Limited, one of Canada's largest mutual funds, where she managed sales for the provinces of British Columbia and Alberta. Carolyn graduated with a Bachelor of Arts Degree (Hons) in Economics from the University of Toronto and has completed various Financial Planning courses.

Tommy is the Co-Head of Global Family and Institutional Wealth (GFIW), APAC. He and his team work closely with colleagues across global wealth management, investment bank and asset management to cover the billionaire clients in the region, their family offices and operating companies, offering holistic, one-bank solutions ranging from portfolio investments, wealth planning, family governance to institutional capital market solutions. Prior to this, Tommy was the Head of Active Advisory at UBS Global Wealth Management. In his capacity as Head of Active Advisory, he was responsible for all client-facing specialists in SEA, including the Active Portfolio Advisors, Investment Consultants, Investment Funds and Alternatives Specialists. At the regional level, he also provided strategic directions and regional coordination to all the Active Portfolio Advisors in Hong Kong, Singapore, and Taiwan. Before joining Wealth Management in 2017, Tommy spent sixteen years at UBS Investment Bank, most recently serving as the Head of Credit Sales for APAC. He was responsible for leading the firm’s corporate bond and credit derivative business in the region. Earlier in his career, Tommy headed the European Credit Strategy team in London and served as a Senior Credit Derivative Trader in the United States. He started his Wall Street career in 2001, spending the first six years at as a Macro Strategist. He holds a B.A. in Political Science from the University of Chicago, and is a CFA Charterholder.

AW Wen Ni is a Partner in the Specialist & Private Client Disputes Practice and in the Private Wealth Practice. Wen Ni's main practice areas are in civil commercial litigation and private wealth. Wen Ni regularly advises ultra-high-net-worth individuals and families with assets spanning different jurisdictions on succession and estate planning with a view to business continuity and providing for the future generations. This includes the setting up of trust structures, family offices, applications for the relevant tax exemption schemes, negotiating and preparing prenuptial agreements and family constitutions. Being a litigator, Wen Ni also acts for ultra-high-net-worth individuals and families in complex and high value disputes including contested estate / probate matters, shareholders' disputes, banking and financial disputes and proceedings commenced under Mental Capacity Act 2008. As a litigator, Wen Ni regularly appears as Counsel before the Singapore Courts.

Edmund is a senior partner heading up the firm’s Tax practice with three decades of experience in advising multinational organisations on cross-border tax planning, transfer pricing and tax disputes. He also advises on international trade issues such as customs, WTO and free-trade agreements. Edmund also leads the firm’s Trust, Estates and Wealth Preservation practice and advises high net worth individuals, private banks and trust companies in personal tax, as well as in trust and estate planning matters. Edmund was invited by the government to serve as a Judicial Commissioner at the Supreme Court and served from 2013 to 2016. On stepping down, he was appointed Senior Counsel in 2017, making him the first and only Tax and Trust lawyer to be given this accolade nationwide. Prior to his appointment to the Singapore judiciary in 2013, Edmund was named a Tier 1 lawyer by The Legal 500 Asia Pacific for Tax in 2012. His views on tax and wealth management were widely sought and publicised in the media, such as Bloomberg, BBC, Channel NewsAsia, Reuters, The Financial Times and The Straits Times. He was also a founding partner of a Singapore law firm that was associated with an international law firm, where he headed up the Tax and Wealth Management practices in Singapore. Edmund is a former President and an honorary member of the Singapore Trustees Association (STA).

Rohit Ganguli is the Head of Wealth Planning Asia at EFG Bank, he has two decades of experience working with clients to assist them in achieving their wealth planning objectives especially in relation to succession, legacy and asset protection needs. This often involves the use of trusts, foundations, corporate entities and other holding vehicles. Rohit is responsible for all aspects of the insurance activity in EFG in Asia. This involves supporting all insurance related discussions – including identifying life insurance referral opportunities based on clients’ wealth and liquidity planning needs, extensively interacting with external counter parties (such as insurance brokers and carriers) and also actively engaging with related stake holders within the bank. He manages all discussions around single family offices (SFO) and works closely with clients on the benefits and processes involved in the set up of SFOs. Rohit has a background in accountancy and also holds a Master’s degree in International Tax Law from the University of Leiden in the Netherlands. He is a registered trust and estate practitioner (TEP) and holds a diploma from the Society of Trust and Estate Practitioners and is also certified with the Singapore College of Insurance. He has worked across geographies and has been with Big 4 consulting firms and MNCs prior to joining the bank.

John Shoemaker is Senior Counsel with Butler Snow in their Singapore office. John has more than 30 years’ experience in tax, legal & regulatory compliance, and is a common law lawyer with educational emphasis on taxation, trusts & estate planning. He also has extensive experience in ensuring multi-jurisdictional compliance for fiduciary product offerings (working with multijurisdictional outside counsel & adapting products for sale in relevant jurisdictions), including product management skills to direct complex products from concept to fully operational status.

Lee Wong is Head of Family Services, Asia at Lombard Odier. Lee is responsible for leading Lombard Odier’s wealth planning and family services proposition, which is a key component of the Bank’s growth strategy in the region. Before joining Lombard Odier, Lee amassed over 22 years of experience in the wealth management industry. She joined from Union Bancaire Privée in Singapore, where she was Head of Wealth Planning for South Asia and was responsible for leading a team advising high net worth clients on their family wealth transition, family governance, as well as philanthropic aspirations. Lee is a member of the MAS-EDB Family Office workgroup as well as the Wealth Management Institute’s expert panel on Family Offices. She is a regular trainer for Singapore Management University for IBF certification courses on wealth planning and family office. She is also a trainer for Wealth Management Institute’s family office advisor program. Lee holds a Bachelor of Laws from the National University of Singapore. She is a Chartered Trustee appointed by the Singapore Trustee Association.

Gautam Duggal, Regional Head - Wealth Management EMEA and UAE at Standard Chartered Bank is responsible for strategy, business and product development for the Bank across Europe, Middle East, and Africa Region. In his role Gautam also oversees the advisory services offered by the Bank for investments, treasury and insurance products to the Retail, Private and Business segments.
He joined Standard Chartered in 2007 as the Regional Head of Bancassurance for MESA & Africa. A seasoned professional, Gautam has over 20 years of leadership experience across insurance, banking and finance, hospitality, service and marketing, with expertise in P&L growth, and launching new businesses. He has held various positions in institutions such as Radisson Hospitality, ExxonMobil, ICICI Lombard General Insurance Co Ltd and ABN AMRO Bank.

In his capacity as Regional Head of Bancassurance for MESA and Africa, Gautam launched the insurance business in Africa in 2007, and has built up the business from a start up to a significant player in Retail Clients. In 2013 Gautam added Wealth Management to his portfolio where he has over the past 2 years, built a strong Wealth Management business proposition, and expanded the product coverage across the region. Under his leadership the wealth business in Africa has grown to become a key pillar of the high value product suite in Africa.

Gautam holds a Bachelor of Arts (Honours) from Delhi University and a Masters in Hotel Management (IHM Kolkatta, India).

Gautam is married with two daughters and love spending his spare time going out with them.

Anthony is Chief Executive Officer of Isola Capital Group. Anthony has extensive experience in asset management, including private equity and venture capital. Anthony enjoyed a career in investment banking with Credit Suisse, Citigroup and Lehman Brothers Asia before transitioning to private investments. He has broad investment expertise across consumer, education, food safety, industrial, and technology sectors. Anthony attained a Bachelor of Commerce (Finance and Economics) from The University of Sydney and Bachelor of Laws (Honours) from The University of Sydney Law School. He is also a graduate of The College of Law (Sydney) and was admitted to the High Court of Australia and Supreme Court of NSW. Anthony completed the Financial Engineering Program of Stanford University and attended the Stanford Executive Institute. He is a Responsible Officer for Type 1 (Dealing in Securities), Type 4 (Advising on Securities) and Type 9 (Asset Management) activities licensed by the Hong Kong Securities and Futures Commission. Anthony is Co-Chair of Cyberport Investors Network Growth Portfolio Sub-Committee, a member of the Limited Partners Committee, Family Office Committee and Wine Committee of HKVCA, a member of the Hong Kong General Chamber of Commerce Taxation Committee and YEC Executive Committee. He is a member of the Hong Kong Securities and Investments Institute. Anthony is fluent in English, Mandarin and Cantonese. He is a keen tennis player, golfer, wine enthusiast and Formula One fan.

Tan Woon Hum is widely regarded as one of the rare senior market leaders specialising in investment funds, REITs and trusts, especially Variable Capital Companies (VCCs) and family offices. He heads a team of specialist lawyers in the Trust, Asset & Wealth Management practice at major Singapore law firm Shook Lin & Bok LLP. He is ranked as a Band 1 leading investment funds lawyer by Chambers Asia-Pacific since 2014 and top 100 lawyer in Singapore by Asia Business Law Journal in 2023. He advises on fund formation, (including hedge funds, private equity funds, venture capital funds, real estate funds and single-family funds) using Singapore funds (including VCC) and offshore funds structures (eg. Cayman LP funds and segregated portfolio companies). He drafts and reviews the full range of fund documents and is extremely well versed with independent asset managers, external asset managers, multi-family offices and single-family offices, and has an extremely strong track record in securing the relevant regulatory licences and exemptions. His excellent and long-term professional relationship with the local regulators, authorities and major industry players add credence to his practice. He has advised on and helped clients launched about 100 VCCs as at May 2023. He has extensive experience in advising private clients (including ultra-high net worth individuals and single-family offices) and trustees on the establishment of private trusts, family offices, single-family funds, Sections 13O and 13U (formerly 13R and 13X) structures and drafts trust documents, fund documents, global investor programme documents and family charters. Woon Hum is bi-lingual (English and Mandarin), has a law degree and a MBA (Finance). He is a highly sought after speaker and speaks regularly at public conferences, forums and seminars since 2002 in Singapore, Beijing, Shanghai, Hong Kong, Dubai, Bangkok, Ho Chi Minh and Kuala Lumpur.

Francis Liu is Chief Executive Officer, Private Clients Asia, and Chief Executive Officer, Singapore. He manages Lombard Odier’s private wealth management activities across its Singapore, Hong Kong and Tokyo offices. Francis has over 30 years of experience in the banking and finance industry. Prior to joining Lombard Odier, Francis was in UBS Wealth Management in Hong Kong, where he assumed various senior leadership roles within UBS’ APAC wealth management franchise over the last 12 years. Most recently he was Regional Head of UBS’ APAC UHNW business, where he coordinated all regional and country by country Ultra High Net Worth offerings, exposing him to all key Asian markets including South East Asia. Previously, Francis worked as a Managing Director at Merrill Lynch Private Wealth Management across Taipei, Singapore and Hong Kong, where he was responsible for the Greater China region.

Michael has an extensive background in financial services in Asia, Europe and North America. He has been in Asia-Pacific since 1995 – first in Hong Kong for six years, then in Sydney and Singapore, returning to Hong Kong in 2007. Before setting up Hubbis in early 2009, Michael founded Pacific Prospect in 2002 and sold it to global business-to-business publisher Incisive Media in 2006, continuing to serve as Chief Executive Officer until October 2008. Prior to Pacific Prospect, Michael worked for nine years in financial markets publishing. He joined Euromoney Publications in 1993 as the publisher of a quarterly magazine, International Bond Investor. In 1995, Michael joined Thomson Financial Services (now Thomson Reuters) to conceive and launch Finance Asia magazine. While he was Managing Director of Finance Asia, Michael also started the Asian Debt Review, Asian Private Capital Magazine and started the Finance Asia Conference Business. In 1997, Michael founded FIA Limited. Born in North Wales, Michael was head boy of St David’s College Llandudno. He has a degree in Business Administration from Cardiff University. And is married with three children - Reanna, Garett and Tarryn.

Francis Liu is Chief Executive Officer, Private Clients Asia, and Chief Executive Officer, Singapore. He manages Lombard Odier’s private wealth management activities across its Singapore, Hong Kong and Tokyo offices. Francis has over 30 years of experience in the banking and finance industry. Prior to joining Lombard Odier, Francis was in UBS Wealth Management in Hong Kong, where he assumed various senior leadership roles within UBS’ APAC wealth management franchise over the last 12 years. Most recently he was Regional Head of UBS’ APAC UHNW business, where he coordinated all regional and country by country Ultra High Net Worth offerings, exposing him to all key Asian markets including South East Asia. Previously, Francis worked as a Managing Director at Merrill Lynch Private Wealth Management across Taipei, Singapore and Hong Kong, where he was responsible for the Greater China region.

Gautam Duggal, Regional Head - Wealth Management EMEA and UAE at Standard Chartered Bank is responsible for strategy, business and product development for the Bank across Europe, Middle East, and Africa Region. In his role Gautam also oversees the advisory services offered by the Bank for investments, treasury and insurance products to the Retail, Private and Business segments.
He joined Standard Chartered in 2007 as the Regional Head of Bancassurance for MESA & Africa. A seasoned professional, Gautam has over 20 years of leadership experience across insurance, banking and finance, hospitality, service and marketing, with expertise in P&L growth, and launching new businesses. He has held various positions in institutions such as Radisson Hospitality, ExxonMobil, ICICI Lombard General Insurance Co Ltd and ABN AMRO Bank.

In his capacity as Regional Head of Bancassurance for MESA and Africa, Gautam launched the insurance business in Africa in 2007, and has built up the business from a start up to a significant player in Retail Clients. In 2013 Gautam added Wealth Management to his portfolio where he has over the past 2 years, built a strong Wealth Management business proposition, and expanded the product coverage across the region. Under his leadership the wealth business in Africa has grown to become a key pillar of the high value product suite in Africa.

Gautam holds a Bachelor of Arts (Honours) from Delhi University and a Masters in Hotel Management (IHM Kolkatta, India).

Gautam is married with two daughters and love spending his spare time going out with them.

Anthony is Chief Executive Officer of Isola Capital Group. Anthony has extensive experience in asset management, including private equity and venture capital. Anthony enjoyed a career in investment banking with Credit Suisse, Citigroup and Lehman Brothers Asia before transitioning to private investments. He has broad investment expertise across consumer, education, food safety, industrial, and technology sectors. Anthony attained a Bachelor of Commerce (Finance and Economics) from The University of Sydney and Bachelor of Laws (Honours) from The University of Sydney Law School. He is also a graduate of The College of Law (Sydney) and was admitted to the High Court of Australia and Supreme Court of NSW. Anthony completed the Financial Engineering Program of Stanford University and attended the Stanford Executive Institute. He is a Responsible Officer for Type 1 (Dealing in Securities), Type 4 (Advising on Securities) and Type 9 (Asset Management) activities licensed by the Hong Kong Securities and Futures Commission. Anthony is Co-Chair of Cyberport Investors Network Growth Portfolio Sub-Committee, a member of the Limited Partners Committee, Family Office Committee and Wine Committee of HKVCA, a member of the Hong Kong General Chamber of Commerce Taxation Committee and YEC Executive Committee. He is a member of the Hong Kong Securities and Investments Institute. Anthony is fluent in English, Mandarin and Cantonese. He is a keen tennis player, golfer, wine enthusiast and Formula One fan.

Carolyn is Managing Director of Bordier & Cie Singapore and a pioneer of Malaysia's Private Banking sphere with over 20 years of experience. She was former Head of Maybank Private Malaysia, Wealth Management. Prior to joining Maybank Private, Carolyn was attached to CIMB Private Banking since its launch in 2002, with the last position held being Head of Private Banking in Malaysia. During the tenure, Carolyn had built and led teams to drive client relations, as well as expanded the Private Banking business by establishing presence in four new states - Penang, Sarawak, Sabah and Johor. She had also served at unit trust and mutual fund companies namely CIMB Principal Asset Management in Malaysia, and Templeton Management Limited, one of Canada's largest mutual funds, where she managed sales for the provinces of British Columbia and Alberta. Carolyn graduated with a Bachelor of Arts Degree (Hons) in Economics from the University of Toronto and has completed various Financial Planning courses.

Roger Chi is a Partner of 1291 Group Asia and oversees the development of the Singapore office. Roger has extensive experience working with family offices across Asia and the Middle East advising on cross border investments, succession planning, taxation, family governance, and private equity. Prior to 1291, Roger was a partner at Candareen Capital where he led their family Office advisory activities and was appointed a senior advisor to Sheikh Syed al Maktoun. Roger started his career as a venture capitalist at Brainrush Ventures - a San Francisco Bay Area venture capital firm, before joining a Monitor Company and a leading strategic consulting firm. Roger holds a MBA from the Wharton School of Business at the University of Pennsylvania and a Bachelor of Science (BS) from the UC Berkeley.

Sharon is the Regional Head of Asia Pacific and the leads of Private Client and Corporate services business of Ocorian in Asia. She has 20 years’ experience in the provision of financial, regulatory, corporate and fiduciary services while working in financial institutions, family offices and business outsourcing companies globally. Apart from working many years with private and corporate clients, she is very experienced in establishing and managing family offices, which includes sitting on the boards of family offices. Her international career has enabled her to develop an acute sense of culture awareness thus not only building strong client relationships but also helping clients navigate complex issues with a clear and steady focus on their goals. With an outstanding track record in delivery and execution, Sharon’s expertise is in successfully turning around business operations whilst upholding the highest levels of corporate governance. As a result, she has led numerous business expansions throughout Asia. Sharon is also an accountant and was formerly in senior roles with Citigroup, BNP Paribas and private family offices. Sharon joins us from TMF Group where she held several senior leadership roles in Singapore, Philippines and Malaysia.

Tess Wilkinson is the Director of Education Services at Henley & Partners. With over 25 years of experience in the industry, Tess’s comprehensive knowledge of global education combined with Henley & Partners Education’s independent, expert assessment result in the successful placement of clients’ children at the most suitable schools and universities. Tess holds a Bachelor of Arts in Communication and a Post Graduate Certificate of Education. In 2006, she set up a language training and translation services company in France. In 2014, she launched a British Chamber of Commerce award-winning employability program that brought the world of education and employment together, enabling hundreds of children to gain insight into different career paths and learn skills that are essential for their success in the workplace. Tess works closely with a network of highly qualified and experienced North American, European, Singaporean, Australian and New Zealand schools and university specialists who deliver Henley & Partners Education’s placement services. They have deep-rooted connections to top schools and universities and have been successfully counseling students for over 25 years. As a UK-qualified teacher, Tess has worked in British and European schools and is a consultant for the British School of Brussels, which was voted the Federation of British International Schools in Asia’s School of the Year in 2022.

Shawn is the Head of Trust Services at Ocorian Singapore Trust Company (OSTC), leading the private clients’ team that oversees the management of fixed and discretionary trusts, purpose trusts, private unit trusts and family office structures. As the resident manager and a board member of Ocorian Singapore Trust Company, Shawn also oversees the statutory and regulatory obligations of the firm. As an experienced wealth planner, Shawn has partnered with ultrahigh net-worth (UHNW) families, entrepreneurs and businesses for many years. He works closely with his clients to oversee the strategic implementation of complex wealth planning solutions, tailored to meet the estate, succession, investments, tax and regulatory requirements and objectives of his clients. He has also assisted his clients with venture capital, private equity and digital assets investments, taking into consideration their individual objectives and circumstances. Prior to joining Ocorian, Shawn was the Senior Associate Director of the Wealth Structuring team at Providentia Wealth. Shawn is a full qualified member of the Society of Trust and Estate Practitioners (STEP)

Bryan Henning is a wealth management specialist with over 30 years of experience. He represents Eton Solutions as Senior Vice President of International Sales. Bryan is based in Singapore, where he leads Sales & Marketing efforts in the Asia Pacific region. As Senior VP of International Sales, he leads client interactions, sales, implementation, and services throughout the Asia Pacific region and supports all company operations in Singapore. Throughout his multi-decade career, Bryan has worked in banking and wealth management, leading divisions for Standard Chartered Bank, Barclays Wealth, and HSBC, where he developed and managed all aspects of wealth management offerings to retail, mass affluent, HNW, and UHNW clients. While Bryan has successfully built and run wealth management and investment product and services businesses in Africa, the Middle East, and Europe, the majority of his experience is based in Asia. He is a Permanent Resident of Singapore, where he currently resides, and he has Canadian and Australian roots.

Lee Sleight is Head of Business Development, Asia, and is responsible for designing tailored private wealth and succession planning solutions, working closely with Asia-focussed distribution partners, for UHNW clients and their families that protect, preserve and pass on their legacy to future generations. Lee has over 20 years’ experience in the wealth assurance industry across Europe, Asia and Latin America. Joining Lombard International Group in 2004, Lee successfully led the European Complex Case Structuring Team, where he built a unique track record, working in partnership with advisers to global UHNW families to offer Private Placement Life Insurance based solutions catering for their increasingly complex wealth and succession planning needs. Lee is a member of the Society of Trust and Estate Practitioners. Born in the UK, Lee has lived in Germany since 2005 and worked in Luxembourg since 2001. A father of 3, Lee is also an avid trail runner and triathlete.

Lee Wong is Head of Family Services, Asia at Lombard Odier. Lee is responsible for leading Lombard Odier’s wealth planning and family services proposition, which is a key component of the Bank’s growth strategy in the region. Before joining Lombard Odier, Lee amassed over 22 years of experience in the wealth management industry. She joined from Union Bancaire Privée in Singapore, where she was Head of Wealth Planning for South Asia and was responsible for leading a team advising high net worth clients on their family wealth transition, family governance, as well as philanthropic aspirations. Lee is a member of the MAS-EDB Family Office workgroup as well as the Wealth Management Institute’s expert panel on Family Offices. She is a regular trainer for Singapore Management University for IBF certification courses on wealth planning and family office. She is also a trainer for Wealth Management Institute’s family office advisor program. Lee holds a Bachelor of Laws from the National University of Singapore. She is a Chartered Trustee appointed by the Singapore Trustee Association.

Tommy is the Co-Head of Global Family and Institutional Wealth (GFIW), APAC. He and his team work closely with colleagues across global wealth management, investment bank and asset management to cover the billionaire clients in the region, their family offices and operating companies, offering holistic, one-bank solutions ranging from portfolio investments, wealth planning, family governance to institutional capital market solutions. Prior to this, Tommy was the Head of Active Advisory at UBS Global Wealth Management. In his capacity as Head of Active Advisory, he was responsible for all client-facing specialists in SEA, including the Active Portfolio Advisors, Investment Consultants, Investment Funds and Alternatives Specialists. At the regional level, he also provided strategic directions and regional coordination to all the Active Portfolio Advisors in Hong Kong, Singapore, and Taiwan. Before joining Wealth Management in 2017, Tommy spent sixteen years at UBS Investment Bank, most recently serving as the Head of Credit Sales for APAC. He was responsible for leading the firm’s corporate bond and credit derivative business in the region. Earlier in his career, Tommy headed the European Credit Strategy team in London and served as a Senior Credit Derivative Trader in the United States. He started his Wall Street career in 2001, spending the first six years at as a Macro Strategist. He holds a B.A. in Political Science from the University of Chicago, and is a CFA Charterholder.

Alexandra is a Swiss qualified lawyer with Rajah & Tann Singapore LLP. As a certified inheritance law specialist, she advises European and Asian private clients and high net worth families on all trust and estate matters. She assists her clients in the fields of cross-border matrimonial and inheritance laws, wealth and estate planning as well as probate and estate administration. She understands both civil law and common law jurisdictions and assists clients with Swiss and European links on finding the most suitable structuring. Alexandra further covers relocations between Switzerland and Asia by advising her clients across the entire spectrum of their legal needs in connection with the move.

Rohit Ganguli is the Head of Wealth Planning Asia at EFG Bank, he has two decades of experience working with clients to assist them in achieving their wealth planning objectives especially in relation to succession, legacy and asset protection needs. This often involves the use of trusts, foundations, corporate entities and other holding vehicles. Rohit is responsible for all aspects of the insurance activity in EFG in Asia. This involves supporting all insurance related discussions – including identifying life insurance referral opportunities based on clients’ wealth and liquidity planning needs, extensively interacting with external counter parties (such as insurance brokers and carriers) and also actively engaging with related stake holders within the bank. He manages all discussions around single family offices (SFO) and works closely with clients on the benefits and processes involved in the set up of SFOs. Rohit has a background in accountancy and also holds a Master’s degree in International Tax Law from the University of Leiden in the Netherlands. He is a registered trust and estate practitioner (TEP) and holds a diploma from the Society of Trust and Estate Practitioners and is also certified with the Singapore College of Insurance. He has worked across geographies and has been with Big 4 consulting firms and MNCs prior to joining the bank.

John Shoemaker is Senior Counsel with Butler Snow in their Singapore office. John has more than 30 years’ experience in tax, legal & regulatory compliance, and is a common law lawyer with educational emphasis on taxation, trusts & estate planning. He also has extensive experience in ensuring multi-jurisdictional compliance for fiduciary product offerings (working with multijurisdictional outside counsel & adapting products for sale in relevant jurisdictions), including product management skills to direct complex products from concept to fully operational status.

Edmund is a senior partner heading up the firm’s Tax practice with three decades of experience in advising multinational organisations on cross-border tax planning, transfer pricing and tax disputes. He also advises on international trade issues such as customs, WTO and free-trade agreements. Edmund also leads the firm’s Trust, Estates and Wealth Preservation practice and advises high net worth individuals, private banks and trust companies in personal tax, as well as in trust and estate planning matters. Edmund was invited by the government to serve as a Judicial Commissioner at the Supreme Court and served from 2013 to 2016. On stepping down, he was appointed Senior Counsel in 2017, making him the first and only Tax and Trust lawyer to be given this accolade nationwide. Prior to his appointment to the Singapore judiciary in 2013, Edmund was named a Tier 1 lawyer by The Legal 500 Asia Pacific for Tax in 2012. His views on tax and wealth management were widely sought and publicised in the media, such as Bloomberg, BBC, Channel NewsAsia, Reuters, The Financial Times and The Straits Times. He was also a founding partner of a Singapore law firm that was associated with an international law firm, where he headed up the Tax and Wealth Management practices in Singapore. Edmund is a former President and an honorary member of the Singapore Trustees Association (STA).

Tan Woon Hum is widely regarded as one of the rare senior market leaders specialising in investment funds, REITs and trusts, especially Variable Capital Companies (VCCs) and family offices. He heads a team of specialist lawyers in the Trust, Asset & Wealth Management practice at major Singapore law firm Shook Lin & Bok LLP. He is ranked as a Band 1 leading investment funds lawyer by Chambers Asia-Pacific since 2014 and top 100 lawyer in Singapore by Asia Business Law Journal in 2023. He advises on fund formation, (including hedge funds, private equity funds, venture capital funds, real estate funds and single-family funds) using Singapore funds (including VCC) and offshore funds structures (eg. Cayman LP funds and segregated portfolio companies). He drafts and reviews the full range of fund documents and is extremely well versed with independent asset managers, external asset managers, multi-family offices and single-family offices, and has an extremely strong track record in securing the relevant regulatory licences and exemptions. His excellent and long-term professional relationship with the local regulators, authorities and major industry players add credence to his practice. He has advised on and helped clients launched about 100 VCCs as at May 2023. He has extensive experience in advising private clients (including ultra-high net worth individuals and single-family offices) and trustees on the establishment of private trusts, family offices, single-family funds, Sections 13O and 13U (formerly 13R and 13X) structures and drafts trust documents, fund documents, global investor programme documents and family charters. Woon Hum is bi-lingual (English and Mandarin), has a law degree and a MBA (Finance). He is a highly sought after speaker and speaks regularly at public conferences, forums and seminars since 2002 in Singapore, Beijing, Shanghai, Hong Kong, Dubai, Bangkok, Ho Chi Minh and Kuala Lumpur.

Marcus has in-depth experience of managing and resolving global trust and commercial disputes that arise in a practical and cost efficient manner. He has led the management of many global disputes as both an English lawyer and as a former professional trustee in the Cayman Islands, most recently managing a high profile, multi-billion dollar, multi-jurisdiction dispute involving prominent Middle Eastern families. Marcus has practical experience of litigation in England, Cayman, BVI, Bermuda, the Bahamas, the Isle of Man, the Channel Islands, Hong Kong, New Zealand and the US and his offshore address book is second to none. Legal 500 (2022) described him as “a stand out partner who is assured and hugely knowledgeable. He, along with his team, are able to effectively guide clients through the most complex and difficult cases with ease and a sense of security” and “his considerable experience as an offshore trustee, particularly in respect of contentious trust matters, gives him a valuable perspective that other lawyers lack. Marcus is extremely collaborative and a pleasure to work with.”

AW Wen Ni is a Partner in the Specialist & Private Client Disputes Practice and in the Private Wealth Practice. Wen Ni's main practice areas are in civil commercial litigation and private wealth. Wen Ni regularly advises ultra-high-net-worth individuals and families with assets spanning different jurisdictions on succession and estate planning with a view to business continuity and providing for the future generations. This includes the setting up of trust structures, family offices, applications for the relevant tax exemption schemes, negotiating and preparing prenuptial agreements and family constitutions. Being a litigator, Wen Ni also acts for ultra-high-net-worth individuals and families in complex and high value disputes including contested estate / probate matters, shareholders' disputes, banking and financial disputes and proceedings commenced under Mental Capacity Act 2008. As a litigator, Wen Ni regularly appears as Counsel before the Singapore Courts.

Feisal Alibhai is the founder of Qineticare, the world's first Family Health Office. Qineticare’s mission is to empower individuals and families through an integrative well-being journey of self-discovery to transform their way of being to live a meaningful life. Feisal is also a 3rd generation family business entrepreneur with over 10,000 employees in 15 countries. A stage III cancer survivor, father, and lover of humanity, Feisal draws on a lifetime of personal experience to collaborate and facilitate for others his sincere joy for life. From his family, he learned to embody an ethic of integrity, generosity, and service to others. Facing the hardest of circumstances, he responds with trust in life and full commitment. After his brush with death, he discovered meaning and fulfilment in serving others to navigate the hardest moments, disease, death, family disharmony, and finding the way home to ourselves. Feisal is also the author of ‘Four Steps to Flow: Living a Meaningful Life Head and Heart United’.

David is the Founder and President of the Portcullis Group. He has been described by the Singapore Academy of Law as “the Guru of Asian Family Offices". David is President of Baxian Bank Ltd, the first homegrown digital full bank in Malaysia regulated by the Labuan Financial Services Authority. David Chong and his family also owns Fusang Exchange Ltd, the first fully-regulated stock exchange in Asia providing end-to-end infrastructure to support Digital Securities. David is the former President of the Singapore Trustees Association (STA). He served as the Founding President of Society of Trust & Estate Practitioners (STEP) Singapore Branch and was the Founding President of the Singapore Fund Administrators Association (SFAA). He leads the Family Office Association Ltd. He is a Fellow of Harris Manchester College, University of Oxford. David is the Managing Director of David Chong Law Corporation, Singapore, and is qualified as a Barrister-at-Law, Lincoln's Inn; Advocate & Solicitor, Singapore; Malaya and Brunei; Barrister & Solicitor, British Virgin Islands; Solicitor, New South Wales and Queensland, Australia; Barrister & Solicitor, Australian Capital Territory and Victoria, Australia. David has a Master’s Degree in Law from National University of Singapore and a Master’s Degree in Business from City University, London.

Lee Sleight is Head of Business Development, Asia, and is responsible for designing tailored private wealth and succession planning solutions, working closely with Asia-focussed distribution partners, for UHNW clients and their families that protect, preserve and pass on their legacy to future generations. Lee has over 20 years’ experience in the wealth assurance industry across Europe, Asia and Latin America. Joining Lombard International Group in 2004, Lee successfully led the European Complex Case Structuring Team, where he built a unique track record, working in partnership with advisers to global UHNW families to offer Private Placement Life Insurance based solutions catering for their increasingly complex wealth and succession planning needs. Lee is a member of the Society of Trust and Estate Practitioners. Born in the UK, Lee has lived in Germany since 2005 and worked in Luxembourg since 2001. A father of 3, Lee is also an avid trail runner and triathlete.

Sharon is the Regional Head of Asia Pacific and the leads of Private Client and Corporate services business of Ocorian in Asia. She has 20 years’ experience in the provision of financial, regulatory, corporate and fiduciary services while working in financial institutions, family offices and business outsourcing companies globally. Apart from working many years with private and corporate clients, she is very experienced in establishing and managing family offices, which includes sitting on the boards of family offices. Her international career has enabled her to develop an acute sense of culture awareness thus not only building strong client relationships but also helping clients navigate complex issues with a clear and steady focus on their goals. With an outstanding track record in delivery and execution, Sharon’s expertise is in successfully turning around business operations whilst upholding the highest levels of corporate governance. As a result, she has led numerous business expansions throughout Asia. Sharon is also an accountant and was formerly in senior roles with Citigroup, BNP Paribas and private family offices. Sharon joins us from TMF Group where she held several senior leadership roles in Singapore, Philippines and Malaysia.

Scott Moore is Managing Director and Head of the Indonesia and Philippines offices at Henley & Partners. Scott has extensive experience dealing with high-net-worth individuals and their families concerning residence and citizenship planning. He holds a Bachelor of Commerce from the University of British Columbia and has attended the National University of Singapore.

John Shoemaker is Senior Counsel with Butler Snow in their Singapore office. John has more than 30 years’ experience in tax, legal & regulatory compliance, and is a common law lawyer with educational emphasis on taxation, trusts & estate planning. He also has extensive experience in ensuring multi-jurisdictional compliance for fiduciary product offerings (working with multijurisdictional outside counsel & adapting products for sale in relevant jurisdictions), including product management skills to direct complex products from concept to fully operational status.

Feisal Alibhai is the founder of Qineticare, the world's first Family Health Office. Qineticare’s mission is to empower individuals and families through an integrative well-being journey of self-discovery to transform their way of being to live a meaningful life. Feisal is also a 3rd generation family business entrepreneur with over 10,000 employees in 15 countries. A stage III cancer survivor, father, and lover of humanity, Feisal draws on a lifetime of personal experience to collaborate and facilitate for others his sincere joy for life. From his family, he learned to embody an ethic of integrity, generosity, and service to others. Facing the hardest of circumstances, he responds with trust in life and full commitment. After his brush with death, he discovered meaning and fulfilment in serving others to navigate the hardest moments, disease, death, family disharmony, and finding the way home to ourselves. Feisal is also the author of ‘Four Steps to Flow: Living a Meaningful Life Head and Heart United’.