HUBBIS WEALTH SOLUTIONS FORUM - Hong Kong 2023

Yannick Häni heads 1291 Group in Asia and holds both a Bachelor degree in Business Law (B.Sc.) as well as a Master of Law in International Taxation (LL.M.). Since the beginning of his career in 2003, he has worked in the insurance industry in different positions and has therefore has experience in compliance, product development and financial advisement of HNWI and their tax advisors and asset managers. Prior to his engagement with 1291 Group, Yannick worked for six years as an advisor of international private banking clients for one of the largest insurance companies in Liechtenstein, where he gained extensive knowledge in tax optimization, asset protection and structuring as well as estate planning.

Kshitij (also known as KK) is a partner at 1291 Group based in Hong Kong. He has over 17 years of experience in Banking and Insurance across India and Hong Kong. He has been focused on NRI markets since 2007 when he was leading HSBC’s mass affluent NRI team for North Asia. Kshitij moved from banking to insurance in 2010 when he moved within HSBC to join the Business Development team at HSBC Insurance. He then set up the Life Insurance business in 2013 for a boutique Hong Kong insurance broker focusing on HNW insurance for Life and Health insurance needs. Kshitij has advised many families on Succession planning, Liquidity planning, Risk management and Protection needs. Kshitij is currently working with clients in finding solutions which provide strong asset protection and tax optimization. Also, solutions for generational wealth transfer across jurisdictions and financial pre-immigration planning for high tax jurisdictions. 1291 Group are specialists in structuring tailor-made international wealth protection solutions, which are long-term and tax-compliant, for wealthy individuals and families. Present in 13 locations, they work closely with Private Banks, Family Offices, tax advisers, law firms and External Asset Managers in helping them serve their clients.

Vincent joined ALPS Advisory, a multi-family office, in 2018 as Managing Director and is the Chief Investment Officer. His main focuses are designing and developing investment strategies and solutions for UHNW & HNW clients, and actively managing ALPS’s multi-asset portfolios and global equity mandates. Prior to joining ALPS, Vincent was a senior portfolio manager at Asia Capital Re in Singapore, an alternative investment portfolio manager at Aerion in the UK, a multi-asset portfolio manager at MMC UK pension fund and a G7 bond fund manager at British Airways Pension. Skilled in Credit Research, Equity Research, Asset Management, Portfolio Management, Capital Markets, Mutual Funds and Hedge Funds. A holder of a master’s degree in International Trade and Finance from Lancaster University, UK. A CFA Charterholder and a Fellow of Chartered Institute of Management Accountants.

Richard Grasby is an experienced trusts, funds, family office and private wealth lawyer. He has experience in multiple jurisdictions and has been admitted as a lawyer in England & Wales, the Cayman Islands and the BVI. Richard has expertise in the establishment and administration of offshore entities including trusts, companies and investment funds. He has significant experience in compliance, governance and account opening. Richard also has considerable involvement in private trust companies, family constitutions and succession planning. He has worked with clients and advisers in numerous jurisdictions. Richard lived and worked in Asia for over 12 years. Prior to that, he was based in the Cayman Islands. He has also worked in Jersey and London. Richard is the immediate past chair of the STEP Hong Kong branch, a committee member of the STEP Business Families Global Special Interest Group and a committee member of the STEP International Client Global Special Interest Group. He is a member of the Hong Kong Trustees Association and a lecturer on their Trust Training Certificate course. He is an elected member of the International Academy of Estate and Trust Law.

Mary Chiu is the Founder of Blakchorn Group, would includes Blackhorn Wealth Management and Blackhorn Family Office. With more than 20 years of experience in the asset management and banking industry, Mary was previously with UBS AG, expanding their Global Family Office offering in Greater China by providing investment solutions across the wealth management and institutional platform to prominent Hong Kong families. Mary started her banking career at Morgan Stanley, where she helped companies raise capital through IPOs and follow-on offerings and assisted Hong Kong listed companies in debt and equity capital issuances. She holds an MBA with Distinction from the Johnson Graduate School of Management at Cornell University and a double major Honours BA in Economics and Philosophy from the University of Toronto.

Luciano is a member of the Executive Senior Management of our Group. Luciano is the Managing Partner and a Board Member of CIG Hong Kong, which he co-founded. He is co-responsible for the management and development of CIG Group's activities. Luciano is a voting member of the Investment Committee, being co-responsible for CIG's asset allocation and investment strategy. He also co-manages and co-leads CIGP Group's Investment Banking activities. Prior to joining CIG Group, Luciano worked in the investment banking industry in London and Zurich for Morgan Stanley, Credit Suisse and JP Morgan. As an investment professional approved by the UK Financial Services Authority, he advised various private and institutional clients in the context of Mergers & Acquisitions, Equity and Debt Capital markets as well as Private Equity transactions. Prior to his investment banking experience, Luciano began his career in private banking with Lombard Odier Darier Hentsch & Cie in 2001. Luciano is a Responsible Officer and a Manager in Charge registered with the Hong Kong Securities and Futures Commission. In addition to his role at CIG, Luciano is a director of several regulated financial companies, investment funds, family foundations and other business-related companies. He is active in various investor and leadership networks, including the Young Presidents' Organization. He attended the University of St. Gallen, graduating with a Master's degree in Economics and Finance. He is fluent in Italian, French, English and German, proficient in Spanish.

Mr. Kenny Ho is a Founder and Managing Partner of Carret Private Investments, Ltd., the Hong Kong-based affiliate of Carret Asset Management, an SEC registered investment advisor located in New York. Carret Private is a renowned boutique independent asset management firm providing wealth management, principal investing and corporate advisory services to select high net worth families and individuals throughout Asia. Mr. Ho has worked in the banking industry for over 25 years, the last 15 of which in private wealth management. He is recognized as one of the forefathers of wealth management’s open-architecture model and an entrepreneur who has helped to set up two of Asia’s largest wealth management platforms - Credit Suisse and Bank Julius Baer. Prior to Carret Private, Mr. Ho was most recently with Julius Baer where he was one of the core regional executive management members to set up and establish the Asian franchise in 2006. He held various leadership positions at Julius Baer, including Deputy Global Head of Investment Solutions Group, Head of Investment Solution Group for Asia Pacific, member of the Asia Executive Board, and a member of the Bank’s Investment Committee. As Head of Investment Solutions Group Asia Pacific, he managed all of the advisory, discretionary, asset management along with its wealth planning franchises. Prior to Julius Baer, Mr. Ho was on the regional executive committee and the Head of Products for Credit Suisse Hong Kong. He began his career as an Investment Banker at Salomon Brothers where he worked for almost a decade. Previous to that, he worked as a management consultant at McKinsey & Co. Inc. Mr. Ho earned his Master’s of Business Administration degree from the University of Chicago Booth School of Business and is an active participant in the Asian business community. He sits on the Board for numerous companies, including being an active member of the Governor’s Advisory Board for the University of Chicago Booth School of Business and a member of the Church Council of Christ Church Hong Kong. Mr. Ho has a Bachelors Degree from James Madison University. In 1984, Mr. Ho was a nominated All American in High School soccer. During his senior year, he was voted first team All-Region, first team All-State, first team All-Conference and voted “Delaware High School Player of the Year”. Mr. Ho played Division 1 soccer at James Madison University. He was also a 2-time All-Conference High School tennis player.

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.

Denise Ng is Henley & Partners’ Head of North Asia based in Hong Kong. She leads a team of 18 dedicated advisory professionals in China and Hong Kong to assist private clients’ residency & citizenship planning and advisory. Denise has extensive experience in managing operations and business development, both in the region and as part of a wider global matrix, with strong contacts in EMEA and North America. She has over 20 years of experience in real estate consultancy, portfolio management, global mobility and relocation services, including immigration. Prior joining Henley & Partners, she served as Hong Kong Head of Destination & Real Estate Services at Cartus and Head of Tenancy Management, Residential Leasing & Relocation Services at Jones Lang LaSalle. Denise is a certified global mobility specialist, a licensed real estate agent and member of the Investment Migration Council. She holds a BA (Hon) in Business Administration and a Higher Diploma in Accountancy.

Yanylis arising star in Greater China wealth planning and a trusted counsel to leading families across the region. At Hywin, Yanyi specializes in crafting and implementing holistic family governance and succession solutions UHNW clients, including family diagnostics, trust structuring, tax and citizenship planning family conflict resolution, family litigation and defense. Prior to joining Hywin, Yanyi held senior positions at two leading global trust companies (Visb'4 Trident), intimately familiar with the trust laws and practices of major jurisdictions, As a popular speaker, Yanyi shared her insights at a variety of industry events and UHNW gatherings. Yanyi holds a bachelor degree of laws from the University of Bristol in United Kingdom, and completed academic pursuits at Peking University. Yanyi is a key member of Hong Kong Chinese People’ Political Consultative Conference (CPPCC) Youth Association, and saluted for her championship of closer ties between HKSAR and the motherland.

Paul is a Managing Director and Senior Wealth Advisor for the ASIAPAC region of the JP Morgan Private Bank. He is based in Hong Kong and joined JP Morgan 14 years ago from Ernst and Young LLP where he was a Director and head of the Private Client Services group in London. He was also Chairman and founder of the Ernst & Young International Private Wealth Group. He has over thirty five years experience in advising wealthy individuals and families on both domestic and international tax and estate planning as well as family governance and succession issues. He also has wide experience in advising philanthropists on both tax and structuring issues in relation to charitable giving. Paul graduated from Durham University and is a UK Solicitor. He is a member of the Society of Trust and Estate Practitioners and has served as co-chair of its International Committee as well as being an advisor to its UK technical committee and a member of the Family Business Special Interest Group. He is also Vice Chairman of the UK charity Philanthropy Impact prior to relocating to Hong Kong.

Jessica is a Founding Partner, Responsible Officer and Compliance Officer of The Capital Company Hong Kong Limited, an independent asset management firm formed in the beginning of 2017. Prior to her time at The Capital Company, Jessica co-founded EXS Capital Asia Limited in 2008, and served as a Responsible Officer and head of Operations and Compliance for the firm until the end of 2016. She and her team built a substantial asset management and financial planning practice during their time at EXS, which is part of the core of their new joint venture The Capital Company. Jessica is an expert in many areas including tax, financial, and estate planning and she specializes in serving Americans living in Asia. She and her team provide fee-based comprehensive wealth management and planning services to U.S. citizens in Asia and to persons with U.S. related planning needs. Over the last fifteen years, Jessica has built a comprehensive wealth management practice from the ground up and established an active presence across Asia-Pacific. Before she moved to Asia, Jessica worked as a Registered Representative for Charles Schwab. She continues to be licensed in the U.S. today as a Registered Investment Advisor, insurance professional, and Trust and Estate Practitioner, and serves clients in the U.S. and across Asia Pacific. While in Tokyo she completed her MBA at Temple University Japan. She also spent a year in AmeriCorps, the domestic Peace Corp, working with individuals with severe disabilities. Jessica lives in Hong Kong with her husband and two children. She is active in the American Chambers of Commerce in Hong Kong, the American Women’s Association, and supports a variety of nonprofit organizations around the region. Jessica is currently active in the Girl Scouts as an adult volunteer and an avid runner and cyclist with the Hong Kong Tritons.

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.

Mr. On Wai LAU is Head of Wealth Planning covering North Asia markets in Banque Pictet & Cie SA HK Branch. On Wai (ACG, TEP, MBA) has been working for different European private banking groups and trust companies for over 30 years. As North Asia Head of Wealth Planning in Pictet, he specializes in advising Greater China HNW families for their wealth succession, cross border investments, immigration planning, risk management and family governance planning by setting up different fiduciary and legal structures, including family offices and private trust companies etc.

Chi Man Kwan is Group Chief Executive Officer of Raffles Family Office (RFO), a pan-Asian financial services firm focused on addressing the wealth growth and preservation needs of ultra-high net worth individuals. Kwan's responsibilities centre on overseeing RFO's primary business lines - Independent Asset Management and Wealth Solutions - as well as steering the company's expansion to new markets and service offerings. Under his leadership, RFO has fast become one of Asia's largest multi-family offices, with a local presence in five cities across the region and a headcount of over 100. A wealth advisor by training, Kwan spent 15 years in the private banking sector with BNP Paribas and Standard Chartered before starting a single-family office that he later turned into what is now RFO. In addition to his corporate role, Kwan is the chairman of Family Office Association Hong Kong, a consultative body established to lead and drive dialogue between the family office industry, governments, and regulatory bodies. Kwan holds a Bachelor's Degree in Economics and Business Management from Lancaster University and is currently pursuing an Executive MBA through a programme run by INSEAD and Tsinghua University.

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.

Patricia Woo is a fund, trust and tax lawyer noted for her practice in helping global ultra-high-net-worth families set up and operate investment-centric, service-centric and comprehensive value-centric family offices.

Her expertise spans structuring of single family offices and multi-family offices, regulatory licensing and exemption, family investment guidelines, internal control and compliance manual, family constitutions, family council, hiring and compensation, internal hedge fund and private equity fund formation, management and administration, negotiations with private bankers, prime brokers, global custodians, execution brokers and administrators, and such charitable and philanthropic ventures as establishing and restructuring of charities.

Kevin is the head of private wealth (Greater China) for Stephenson Harwood. He has been consistently ranked in top band by Chambers HNW and Legal 500 for Private Client lawyers in Hong Kong. He is one of the leading private wealth, tax and trust practitioners in Asia Pacific. Kevin also advises on family businesses, and has represented corporate clients on commercial transactions and establishing operations in Hong Kong. Qualified in Hong Kong and Canada, Kevin advises clients in respect of both jurisdictions. Kevin acts as counsel for major corporations headquartered in Hong Kong and elsewhere. He advises on the registration, corporate tax, intellectual property, employment and immigration aspects of doing business in Hong Kong as well as on cross-border transactions. Kevin also represents numerous high net worth clients from around the world on diverse matters including succession planning, family trust, tax advisory and compliance, wills and estate, asset preservation, family business succession and governance, private equity investments and philanthropy. Aside from representing trust settlors and beneficiaries, Kevin also advises trust companies on Hong Kong registration, licensing and regulatory compliance issues.

Jeremy is the global Head of Distribution & Product Strategy for Transamerica Life (Bermuda) Limited. (TLB), responsible for developing and executing the company’s distribution and product strategy, while building its distribution capability and leading the proposition development to facilitate growth across Hong Kong, Singapore and Bermuda. Jeremy joined TLB in December 2020. Jeremy previously worked at Sun Life Financial, where over an eleven year period he served in various senior management roles, most recently working as its Chief Marketing Officer for Asia. He has over 25 years of experience in the life insurance industry with extensive experience in the areas of distribution, having first joined the industry as a broker and having led development of broker and bancassurance distribution channels in his prior roles at Sun Life Hong Kong, AIA NZ, and Sovereign Assurance. He holds a diploma in Management Studies from the University of Waikato, New Zealand, and a Non-Executive Director diploma through The Financial Times. Jeremy is based in Hong Kong.

Michael is a prominent figure in the financial services industry in Asia. He is the founder and CEO of Hubbis, a renowned provider of intelligence and connectivity for the Asian wealth management industry. With a depth of experience and expertise, he has played a pivotal role in shaping the industry for over 30 years, becoming a leading industry presence in the events, professional development, and publishing space in the region. Hubbis is a multi-generational family-owned and managed business.

He has been actively involved in the Asia-Pacific region since 1993. And has lived in Asia since 1995, holding positions in Hong Kong, Sydney, and Singapore. 

For over 14-years, Hubbis has established itself as the gold standard media and events brand in wealth management thought leadership in Asia. Each year providing a very large body of cutting-edge editorial and sponsored content, organizing top-flight events. During that time Hubbis has become the platform of choice for many high-profile C-suite leaders to communicate their vision of the Asian wealth management.

Before his involvement with Hubbis, Michael founded Pacific Prospect in 2002, a financial services media company. Under his leadership, the company achieved significant success and was subsequently acquired by global business-to-business publisher Incisive Media in 2006. Michael continued to serve as the CEO of Pacific Prospect until October 2008. Prior to his entrepreneurial ventures, Michael garnered 5 years of experience in financial markets publishing.

His career in this field began in 1993 when he joined Euromoney Publications as the publisher of the quarterly magazine, International Bond Investor. In 1995, Michael joined Thomson Financial Services (now owned by LSEG) and spearheaded the conception and launch of Finance Asia magazine. During his tenure as Managing Director of Finance Asia, he also initiated the Asian Debt Review, Asian Private Capital Magazine, and the Finance Asia Conference Business. In 1997, he founded FIA Limited, further expanding his contributions to the financial publishing industry.

Born in North Wales, Michael served as the head boy of St David's College Llandudno. He holds a degree in Business Administration from Cardiff University. Beyond his professional endeavours, Michael is a family-oriented individual and is happily married with three children: Reanna, Garett, and Tarryn.

Luciano is a member of the Executive Senior Management of our Group. Luciano is the Managing Partner and a Board Member of CIG Hong Kong, which he co-founded. He is co-responsible for the management and development of CIG Group's activities. Luciano is a voting member of the Investment Committee, being co-responsible for CIG's asset allocation and investment strategy. He also co-manages and co-leads CIGP Group's Investment Banking activities. Prior to joining CIG Group, Luciano worked in the investment banking industry in London and Zurich for Morgan Stanley, Credit Suisse and JP Morgan. As an investment professional approved by the UK Financial Services Authority, he advised various private and institutional clients in the context of Mergers & Acquisitions, Equity and Debt Capital markets as well as Private Equity transactions. Prior to his investment banking experience, Luciano began his career in private banking with Lombard Odier Darier Hentsch & Cie in 2001. Luciano is a Responsible Officer and a Manager in Charge registered with the Hong Kong Securities and Futures Commission. In addition to his role at CIG, Luciano is a director of several regulated financial companies, investment funds, family foundations and other business-related companies. He is active in various investor and leadership networks, including the Young Presidents' Organization. He attended the University of St. Gallen, graduating with a Master's degree in Economics and Finance. He is fluent in Italian, French, English and German, proficient in Spanish.

Jessica is a Founding Partner, Responsible Officer and Compliance Officer of The Capital Company Hong Kong Limited, an independent asset management firm formed in the beginning of 2017. Prior to her time at The Capital Company, Jessica co-founded EXS Capital Asia Limited in 2008, and served as a Responsible Officer and head of Operations and Compliance for the firm until the end of 2016. She and her team built a substantial asset management and financial planning practice during their time at EXS, which is part of the core of their new joint venture The Capital Company. Jessica is an expert in many areas including tax, financial, and estate planning and she specializes in serving Americans living in Asia. She and her team provide fee-based comprehensive wealth management and planning services to U.S. citizens in Asia and to persons with U.S. related planning needs. Over the last fifteen years, Jessica has built a comprehensive wealth management practice from the ground up and established an active presence across Asia-Pacific. Before she moved to Asia, Jessica worked as a Registered Representative for Charles Schwab. She continues to be licensed in the U.S. today as a Registered Investment Advisor, insurance professional, and Trust and Estate Practitioner, and serves clients in the U.S. and across Asia Pacific. While in Tokyo she completed her MBA at Temple University Japan. She also spent a year in AmeriCorps, the domestic Peace Corp, working with individuals with severe disabilities. Jessica lives in Hong Kong with her husband and two children. She is active in the American Chambers of Commerce in Hong Kong, the American Women’s Association, and supports a variety of nonprofit organizations around the region. Jessica is currently active in the Girl Scouts as an adult volunteer and an avid runner and cyclist with the Hong Kong Tritons.

Vincent joined ALPS Advisory, a multi-family office, in 2018 as Managing Director and is the Chief Investment Officer. His main focuses are designing and developing investment strategies and solutions for UHNW & HNW clients, and actively managing ALPS’s multi-asset portfolios and global equity mandates. Prior to joining ALPS, Vincent was a senior portfolio manager at Asia Capital Re in Singapore, an alternative investment portfolio manager at Aerion in the UK, a multi-asset portfolio manager at MMC UK pension fund and a G7 bond fund manager at British Airways Pension. Skilled in Credit Research, Equity Research, Asset Management, Portfolio Management, Capital Markets, Mutual Funds and Hedge Funds. A holder of a master’s degree in International Trade and Finance from Lancaster University, UK. A CFA Charterholder and a Fellow of Chartered Institute of Management Accountants.

Chi Man Kwan is Group Chief Executive Officer of Raffles Family Office (RFO), a pan-Asian financial services firm focused on addressing the wealth growth and preservation needs of ultra-high net worth individuals. Kwan's responsibilities centre on overseeing RFO's primary business lines - Independent Asset Management and Wealth Solutions - as well as steering the company's expansion to new markets and service offerings. Under his leadership, RFO has fast become one of Asia's largest multi-family offices, with a local presence in five cities across the region and a headcount of over 100. A wealth advisor by training, Kwan spent 15 years in the private banking sector with BNP Paribas and Standard Chartered before starting a single-family office that he later turned into what is now RFO. In addition to his corporate role, Kwan is the chairman of Family Office Association Hong Kong, a consultative body established to lead and drive dialogue between the family office industry, governments, and regulatory bodies. Kwan holds a Bachelor's Degree in Economics and Business Management from Lancaster University and is currently pursuing an Executive MBA through a programme run by INSEAD and Tsinghua University.

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.

Kshitij (also known as KK) is a partner at 1291 Group based in Hong Kong. He has over 17 years of experience in Banking and Insurance across India and Hong Kong. He has been focused on NRI markets since 2007 when he was leading HSBC’s mass affluent NRI team for North Asia. Kshitij moved from banking to insurance in 2010 when he moved within HSBC to join the Business Development team at HSBC Insurance. He then set up the Life Insurance business in 2013 for a boutique Hong Kong insurance broker focusing on HNW insurance for Life and Health insurance needs. Kshitij has advised many families on Succession planning, Liquidity planning, Risk management and Protection needs. Kshitij is currently working with clients in finding solutions which provide strong asset protection and tax optimization. Also, solutions for generational wealth transfer across jurisdictions and financial pre-immigration planning for high tax jurisdictions. 1291 Group are specialists in structuring tailor-made international wealth protection solutions, which are long-term and tax-compliant, for wealthy individuals and families. Present in 13 locations, they work closely with Private Banks, Family Offices, tax advisers, law firms and External Asset Managers in helping them serve their clients.

Denise Ng is Henley & Partners’ Head of North Asia based in Hong Kong. She leads a team of 18 dedicated advisory professionals in China and Hong Kong to assist private clients’ residency & citizenship planning and advisory. Denise has extensive experience in managing operations and business development, both in the region and as part of a wider global matrix, with strong contacts in EMEA and North America. She has over 20 years of experience in real estate consultancy, portfolio management, global mobility and relocation services, including immigration. Prior joining Henley & Partners, she served as Hong Kong Head of Destination & Real Estate Services at Cartus and Head of Tenancy Management, Residential Leasing & Relocation Services at Jones Lang LaSalle. Denise is a certified global mobility specialist, a licensed real estate agent and member of the Investment Migration Council. She holds a BA (Hon) in Business Administration and a Higher Diploma in Accountancy.

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.

Yannick Häni heads 1291 Group in Asia and holds both a Bachelor degree in Business Law (B.Sc.) as well as a Master of Law in International Taxation (LL.M.). Since the beginning of his career in 2003, he has worked in the insurance industry in different positions and has therefore has experience in compliance, product development and financial advisement of HNWI and their tax advisors and asset managers. Prior to his engagement with 1291 Group, Yannick worked for six years as an advisor of international private banking clients for one of the largest insurance companies in Liechtenstein, where he gained extensive knowledge in tax optimization, asset protection and structuring as well as estate planning.

Jeremy is the global Head of Distribution & Product Strategy for Transamerica Life (Bermuda) Limited. (TLB), responsible for developing and executing the company’s distribution and product strategy, while building its distribution capability and leading the proposition development to facilitate growth across Hong Kong, Singapore and Bermuda. Jeremy joined TLB in December 2020. Jeremy previously worked at Sun Life Financial, where over an eleven year period he served in various senior management roles, most recently working as its Chief Marketing Officer for Asia. He has over 25 years of experience in the life insurance industry with extensive experience in the areas of distribution, having first joined the industry as a broker and having led development of broker and bancassurance distribution channels in his prior roles at Sun Life Hong Kong, AIA NZ, and Sovereign Assurance. He holds a diploma in Management Studies from the University of Waikato, New Zealand, and a Non-Executive Director diploma through The Financial Times. Jeremy is based in Hong Kong.

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.

Mr. On Wai LAU is Head of Wealth Planning covering North Asia markets in Banque Pictet & Cie SA HK Branch. On Wai (ACG, TEP, MBA) has been working for different European private banking groups and trust companies for over 30 years. As North Asia Head of Wealth Planning in Pictet, he specializes in advising Greater China HNW families for their wealth succession, cross border investments, immigration planning, risk management and family governance planning by setting up different fiduciary and legal structures, including family offices and private trust companies etc.

Richard Grasby is an experienced trusts, funds, family office and private wealth lawyer. He has experience in multiple jurisdictions and has been admitted as a lawyer in England & Wales, the Cayman Islands and the BVI. Richard has expertise in the establishment and administration of offshore entities including trusts, companies and investment funds. He has significant experience in compliance, governance and account opening. Richard also has considerable involvement in private trust companies, family constitutions and succession planning. He has worked with clients and advisers in numerous jurisdictions. Richard lived and worked in Asia for over 12 years. Prior to that, he was based in the Cayman Islands. He has also worked in Jersey and London. Richard is the immediate past chair of the STEP Hong Kong branch, a committee member of the STEP Business Families Global Special Interest Group and a committee member of the STEP International Client Global Special Interest Group. He is a member of the Hong Kong Trustees Association and a lecturer on their Trust Training Certificate course. He is an elected member of the International Academy of Estate and Trust Law.

Paul is a Managing Director and Senior Wealth Advisor for the ASIAPAC region of the JP Morgan Private Bank. He is based in Hong Kong and joined JP Morgan 14 years ago from Ernst and Young LLP where he was a Director and head of the Private Client Services group in London. He was also Chairman and founder of the Ernst & Young International Private Wealth Group. He has over thirty five years experience in advising wealthy individuals and families on both domestic and international tax and estate planning as well as family governance and succession issues. He also has wide experience in advising philanthropists on both tax and structuring issues in relation to charitable giving. Paul graduated from Durham University and is a UK Solicitor. He is a member of the Society of Trust and Estate Practitioners and has served as co-chair of its International Committee as well as being an advisor to its UK technical committee and a member of the Family Business Special Interest Group. He is also Vice Chairman of the UK charity Philanthropy Impact prior to relocating to Hong Kong.

Kevin is the head of private wealth (Greater China) for Stephenson Harwood. He has been consistently ranked in top band by Chambers HNW and Legal 500 for Private Client lawyers in Hong Kong. He is one of the leading private wealth, tax and trust practitioners in Asia Pacific. Kevin also advises on family businesses, and has represented corporate clients on commercial transactions and establishing operations in Hong Kong. Qualified in Hong Kong and Canada, Kevin advises clients in respect of both jurisdictions. Kevin acts as counsel for major corporations headquartered in Hong Kong and elsewhere. He advises on the registration, corporate tax, intellectual property, employment and immigration aspects of doing business in Hong Kong as well as on cross-border transactions. Kevin also represents numerous high net worth clients from around the world on diverse matters including succession planning, family trust, tax advisory and compliance, wills and estate, asset preservation, family business succession and governance, private equity investments and philanthropy. Aside from representing trust settlors and beneficiaries, Kevin also advises trust companies on Hong Kong registration, licensing and regulatory compliance issues.

Mary Chiu is the Founder of Blakchorn Group, would includes Blackhorn Wealth Management and Blackhorn Family Office. With more than 20 years of experience in the asset management and banking industry, Mary was previously with UBS AG, expanding their Global Family Office offering in Greater China by providing investment solutions across the wealth management and institutional platform to prominent Hong Kong families. Mary started her banking career at Morgan Stanley, where she helped companies raise capital through IPOs and follow-on offerings and assisted Hong Kong listed companies in debt and equity capital issuances. She holds an MBA with Distinction from the Johnson Graduate School of Management at Cornell University and a double major Honours BA in Economics and Philosophy from the University of Toronto.

Mr. Kenny Ho is a Founder and Managing Partner of Carret Private Investments, Ltd., the Hong Kong-based affiliate of Carret Asset Management, an SEC registered investment advisor located in New York. Carret Private is a renowned boutique independent asset management firm providing wealth management, principal investing and corporate advisory services to select high net worth families and individuals throughout Asia. Mr. Ho has worked in the banking industry for over 25 years, the last 15 of which in private wealth management. He is recognized as one of the forefathers of wealth management’s open-architecture model and an entrepreneur who has helped to set up two of Asia’s largest wealth management platforms - Credit Suisse and Bank Julius Baer. Prior to Carret Private, Mr. Ho was most recently with Julius Baer where he was one of the core regional executive management members to set up and establish the Asian franchise in 2006. He held various leadership positions at Julius Baer, including Deputy Global Head of Investment Solutions Group, Head of Investment Solution Group for Asia Pacific, member of the Asia Executive Board, and a member of the Bank’s Investment Committee. As Head of Investment Solutions Group Asia Pacific, he managed all of the advisory, discretionary, asset management along with its wealth planning franchises. Prior to Julius Baer, Mr. Ho was on the regional executive committee and the Head of Products for Credit Suisse Hong Kong. He began his career as an Investment Banker at Salomon Brothers where he worked for almost a decade. Previous to that, he worked as a management consultant at McKinsey & Co. Inc. Mr. Ho earned his Master’s of Business Administration degree from the University of Chicago Booth School of Business and is an active participant in the Asian business community. He sits on the Board for numerous companies, including being an active member of the Governor’s Advisory Board for the University of Chicago Booth School of Business and a member of the Church Council of Christ Church Hong Kong. Mr. Ho has a Bachelors Degree from James Madison University. In 1984, Mr. Ho was a nominated All American in High School soccer. During his senior year, he was voted first team All-Region, first team All-State, first team All-Conference and voted “Delaware High School Player of the Year”. Mr. Ho played Division 1 soccer at James Madison University. He was also a 2-time All-Conference High School tennis player.

Patricia Woo is a fund, trust and tax lawyer noted for her practice in helping global ultra-high-net-worth families set up and operate investment-centric, service-centric and comprehensive value-centric family offices.

Her expertise spans structuring of single family offices and multi-family offices, regulatory licensing and exemption, family investment guidelines, internal control and compliance manual, family constitutions, family council, hiring and compensation, internal hedge fund and private equity fund formation, management and administration, negotiations with private bankers, prime brokers, global custodians, execution brokers and administrators, and such charitable and philanthropic ventures as establishing and restructuring of charities.

Yanylis arising star in Greater China wealth planning and a trusted counsel to leading families across the region. At Hywin, Yanyi specializes in crafting and implementing holistic family governance and succession solutions UHNW clients, including family diagnostics, trust structuring, tax and citizenship planning family conflict resolution, family litigation and defense. Prior to joining Hywin, Yanyi held senior positions at two leading global trust companies (Visb'4 Trident), intimately familiar with the trust laws and practices of major jurisdictions, As a popular speaker, Yanyi shared her insights at a variety of industry events and UHNW gatherings. Yanyi holds a bachelor degree of laws from the University of Bristol in United Kingdom, and completed academic pursuits at Peking University. Yanyi is a key member of Hong Kong Chinese People’ Political Consultative Conference (CPPCC) Youth Association, and saluted for her championship of closer ties between HKSAR and the motherland.

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.

Michael is a prominent figure in the financial services industry in Asia. He is the founder and CEO of Hubbis, a renowned provider of intelligence and connectivity for the Asian wealth management industry. With a depth of experience and expertise, he has played a pivotal role in shaping the industry for over 30 years, becoming a leading industry presence in the events, professional development, and publishing space in the region. Hubbis is a multi-generational family-owned and managed business.

He has been actively involved in the Asia-Pacific region since 1993. And has lived in Asia since 1995, holding positions in Hong Kong, Sydney, and Singapore. 

For over 14-years, Hubbis has established itself as the gold standard media and events brand in wealth management thought leadership in Asia. Each year providing a very large body of cutting-edge editorial and sponsored content, organizing top-flight events. During that time Hubbis has become the platform of choice for many high-profile C-suite leaders to communicate their vision of the Asian wealth management.

Before his involvement with Hubbis, Michael founded Pacific Prospect in 2002, a financial services media company. Under his leadership, the company achieved significant success and was subsequently acquired by global business-to-business publisher Incisive Media in 2006. Michael continued to serve as the CEO of Pacific Prospect until October 2008. Prior to his entrepreneurial ventures, Michael garnered 5 years of experience in financial markets publishing.

His career in this field began in 1993 when he joined Euromoney Publications as the publisher of the quarterly magazine, International Bond Investor. In 1995, Michael joined Thomson Financial Services (now owned by LSEG) and spearheaded the conception and launch of Finance Asia magazine. During his tenure as Managing Director of Finance Asia, he also initiated the Asian Debt Review, Asian Private Capital Magazine, and the Finance Asia Conference Business. In 1997, he founded FIA Limited, further expanding his contributions to the financial publishing industry.

Born in North Wales, Michael served as the head boy of St David's College Llandudno. He holds a degree in Business Administration from Cardiff University. Beyond his professional endeavours, Michael is a family-oriented individual and is happily married with three children: Reanna, Garett, and Tarryn.

Michael is a prominent figure in the financial services industry in Asia. He is the founder and CEO of Hubbis, a renowned provider of intelligence and connectivity for the Asian wealth management industry. With a depth of experience and expertise, he has played a pivotal role in shaping the industry for over 30 years, becoming a leading industry presence in the events, professional development, and publishing space in the region. Hubbis is a multi-generational family-owned and managed business.

He has been actively involved in the Asia-Pacific region since 1993. And has lived in Asia since 1995, holding positions in Hong Kong, Sydney, and Singapore. 

For over 14-years, Hubbis has established itself as the gold standard media and events brand in wealth management thought leadership in Asia. Each year providing a very large body of cutting-edge editorial and sponsored content, organizing top-flight events. During that time Hubbis has become the platform of choice for many high-profile C-suite leaders to communicate their vision of the Asian wealth management.

Before his involvement with Hubbis, Michael founded Pacific Prospect in 2002, a financial services media company. Under his leadership, the company achieved significant success and was subsequently acquired by global business-to-business publisher Incisive Media in 2006. Michael continued to serve as the CEO of Pacific Prospect until October 2008. Prior to his entrepreneurial ventures, Michael garnered 5 years of experience in financial markets publishing.

His career in this field began in 1993 when he joined Euromoney Publications as the publisher of the quarterly magazine, International Bond Investor. In 1995, Michael joined Thomson Financial Services (now owned by LSEG) and spearheaded the conception and launch of Finance Asia magazine. During his tenure as Managing Director of Finance Asia, he also initiated the Asian Debt Review, Asian Private Capital Magazine, and the Finance Asia Conference Business. In 1997, he founded FIA Limited, further expanding his contributions to the financial publishing industry.

Born in North Wales, Michael served as the head boy of St David's College Llandudno. He holds a degree in Business Administration from Cardiff University. Beyond his professional endeavours, Michael is a family-oriented individual and is happily married with three children: Reanna, Garett, and Tarryn.

Michael is a prominent figure in the financial services industry in Asia. He is the founder and CEO of Hubbis, a renowned provider of intelligence and connectivity for the Asian wealth management industry. With a depth of experience and expertise, he has played a pivotal role in shaping the industry for over 30 years, becoming a leading industry presence in the events, professional development, and publishing space in the region. Hubbis is a multi-generational family-owned and managed business.

He has been actively involved in the Asia-Pacific region since 1993. And has lived in Asia since 1995, holding positions in Hong Kong, Sydney, and Singapore. 

For over 14-years, Hubbis has established itself as the gold standard media and events brand in wealth management thought leadership in Asia. Each year providing a very large body of cutting-edge editorial and sponsored content, organizing top-flight events. During that time Hubbis has become the platform of choice for many high-profile C-suite leaders to communicate their vision of the Asian wealth management.

Before his involvement with Hubbis, Michael founded Pacific Prospect in 2002, a financial services media company. Under his leadership, the company achieved significant success and was subsequently acquired by global business-to-business publisher Incisive Media in 2006. Michael continued to serve as the CEO of Pacific Prospect until October 2008. Prior to his entrepreneurial ventures, Michael garnered 5 years of experience in financial markets publishing.

His career in this field began in 1993 when he joined Euromoney Publications as the publisher of the quarterly magazine, International Bond Investor. In 1995, Michael joined Thomson Financial Services (now owned by LSEG) and spearheaded the conception and launch of Finance Asia magazine. During his tenure as Managing Director of Finance Asia, he also initiated the Asian Debt Review, Asian Private Capital Magazine, and the Finance Asia Conference Business. In 1997, he founded FIA Limited, further expanding his contributions to the financial publishing industry.

Born in North Wales, Michael served as the head boy of St David's College Llandudno. He holds a degree in Business Administration from Cardiff University. Beyond his professional endeavours, Michael is a family-oriented individual and is happily married with three children: Reanna, Garett, and Tarryn.