Maximising the Opportunities around NEXT GEN Wealth Management in Asia

Woon Shiu has over 20 years of expertise in marketing, client development and professional training in family office structuring, trusts, high-net-worth life insurance and estate planning in Asia Pacific (especially China, Taiwan, Hong Kong and Southeast Asia). Over the years, Woon Shiu has handled multiple landmark transactions, advising ultra-high net-worth individuals and founding members of banking conglomerates on matters relating to taxes, multi-generational endowment funds, planning of global assets, and much more. Woon Shiu is also an adjunct professor at the Wealth Management Institute (in Nanyang Technological University) and regularly lectures private bankers, lawyers and trust practitioners on wealth structuring and estate succession. He has also spoken as a guest lecturer at universities in China, and his views on family businesses are regularly featured in the Financial Times, Barron’s Asia, Singapore Business Times, China Daily and other renowned publications. Woon Shiu has advised numerous ultra-high net-worth families across Asia Pacific in the areas of strategic structuring of their estate and succession planning. He commonly engages multi-generation families, giving them advice on successfully establishing and implementing their desired family governance and philanthropic strategies. He holds a STEP certification and is a Solicitor in England and Wales, as well as an Advocate and Solicitor in Singapore. Woon Shiu is fluent in English and Mandarin – often lecturing in both languages – and is also conversant in Cantonese, Hokkien and Hainanese.

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.

Zac has experience in all areas of international private client law including cross border tax, trust, estate, family, divorce and succession laws. Zac also has extensive experience advising in relation business family and family office governance and succession planning, and international private client regulatory laws, including the Common Reporting Standard, Mandatory Disclosure Rules, Economic Substance Rules and Beneficial Ownership Registers.

Gabriel is Head Asia Pacific for Wealth Dynamix. In his role, Gabriel drives strategy and operational execution to serve Wealth Dynamix’s Wealth Management clients across Asia Pacific by providing unmatched solutions and in digital transformation and customer experience. Prior to joining Wealth Dynamix, Gabriel was Director for Financial Services for Microsoft Business Applications Asia. Gabriel is an accomplished, multi-cultural executive with 20 years of experience in finance industry and has held leadership positions with Microsoft, IBM and Sun Microsystems. From 2007 to 2015, Gabriel was based in Shanghai and took on various leadership positions in sales, partners development and software. He was instrumental in driving the nation wide payment system and facilitated many corebanking system and analytics projects.

Hengka focuses on international tax and transaction tax and advises on a variety of cutting-edge tax matters, including as they relate to tax planning and compliance, tax-efficient structuring, and tax dispute resolution. Hengka is also a trusted adviser in relation to wealth planning and he serves numerous Chinese Ultra HNWI, leading private banks and family offices for global asset protection scheme and handle their offshore trust, ESOP, CRS, immigration, and succession matters. Beyond that, Hengka contributes substantial efforts on non-profit and philanthropy legal practice. He is a pioneer lawyer in the NGO sector and has advised more than 50 international NGOs, United Nations Agency and charitable foundations and philanthropist on a full range of legal issues, advising the legal implications under INGO Law, handling transactions and day-to-day operation for these entities and representing them in structuring, entity formation, fundraising, donation, due diligence, tax incentives application, governance, litigation and internal compliance investigation. He has been appointed to serve as the China representative of CEPI and authorized representative of one famous international educational NGO. Henry is also selected as the Global Fellow of Salzburg Global Seminar, and Asia Fellow of AVPN for Impact Investment (funded by Ford Foundation).

Woon Shiu has over 20 years of expertise in marketing, client development and professional training in family office structuring, trusts, high-net-worth life insurance and estate planning in Asia Pacific (especially China, Taiwan, Hong Kong and Southeast Asia). Over the years, Woon Shiu has handled multiple landmark transactions, advising ultra-high net-worth individuals and founding members of banking conglomerates on matters relating to taxes, multi-generational endowment funds, planning of global assets, and much more. Woon Shiu is also an adjunct professor at the Wealth Management Institute (in Nanyang Technological University) and regularly lectures private bankers, lawyers and trust practitioners on wealth structuring and estate succession. He has also spoken as a guest lecturer at universities in China, and his views on family businesses are regularly featured in the Financial Times, Barron’s Asia, Singapore Business Times, China Daily and other renowned publications. Woon Shiu has advised numerous ultra-high net-worth families across Asia Pacific in the areas of strategic structuring of their estate and succession planning. He commonly engages multi-generation families, giving them advice on successfully establishing and implementing their desired family governance and philanthropic strategies. He holds a STEP certification and is a Solicitor in England and Wales, as well as an Advocate and Solicitor in Singapore. Woon Shiu is fluent in English and Mandarin – often lecturing in both languages – and is also conversant in Cantonese, Hokkien and Hainanese.

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.

Bijal joined the Firm in 2013 as a Partner to expand and build the Tax and Investment Funds practice. On private client matters she has advised individuals and family businesses from a legal, regulatory and tax perspective. She has experience in rolling out a comprehensive succession plan for clients, re-structuring of family businesses including HUFs and family arrangements, drafting wills, creation of trusts, etc. She is frequently invited to speak at domestic and international conferences on matters of Indian estate and succession planning and has several publications to her credit. Bijal is highly acclaimed for her dedication, in-depth understanding and knowledge of taxation, estate planning and structuring of funds; and for her solution oriented approach. Bijal regularly features on an annual basis in the Chambers & Partners (Asia – Pacific), Citiwealth Leaders List, Legal 500, International Tax Review (Asia Pacific), Who’s Who Legal “Corporate Tax Guide, Private Client Global Elite, Expert Guides – Tax 2018, Indian Lawyer 250 Law Business Research as a leader in the field of taxation and private client in India. She has also been ranked as a Band 1 lawyer for Private Wealth Law by Chambers & Partners for 2019 and 2020. Bijal served as an officer-elect on the Individual Tax & Private Client Committee of the International Bar Association. She is ex-officio member of the Steering Committee of the International Wealth Advisors Forum, which is a global think tank for the exchange of emerging trends in estate and succession planning.

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.

Hengka focuses on international tax and transaction tax and advises on a variety of cutting-edge tax matters, including as they relate to tax planning and compliance, tax-efficient structuring, and tax dispute resolution. Hengka is also a trusted adviser in relation to wealth planning and he serves numerous Chinese Ultra HNWI, leading private banks and family offices for global asset protection scheme and handle their offshore trust, ESOP, CRS, immigration, and succession matters. Beyond that, Hengka contributes substantial efforts on non-profit and philanthropy legal practice. He is a pioneer lawyer in the NGO sector and has advised more than 50 international NGOs, United Nations Agency and charitable foundations and philanthropist on a full range of legal issues, advising the legal implications under INGO Law, handling transactions and day-to-day operation for these entities and representing them in structuring, entity formation, fundraising, donation, due diligence, tax incentives application, governance, litigation and internal compliance investigation. He has been appointed to serve as the China representative of CEPI and authorized representative of one famous international educational NGO. Henry is also selected as the Global Fellow of Salzburg Global Seminar, and Asia Fellow of AVPN for Impact Investment (funded by Ford Foundation).

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.