The Vital Future of the Relationship Manager in Asia

Evrard Bordier is chief executive officer of Bordier & Cie, Singapore. He has been managing partner of Bordier & Cie Group since 2011, and president of the board of Bordier Bank (TCI) since 2000. Prior to his current role in Singapore, he served as managing director of Bordier International in London for 10 years. Evrard has been in the financial industry for more than 20 years, during which he has garnered extensive international experience holding diverse positions in Singapore, Hong Kong, Geneva, Zurich, and London. Between 1997 and 2000, he served as chief of staff for the Financial Planning and Wealth Management Business Division of UBS in Zurich, overseeing all of its asset management business units across the world. Prior to that, he was a client adviser in the private banking department of Swiss Bank Corporation in Singapore where he covered the markets of Indonesia and Taiwan. He first moved to Asia in 1994 and joined Nomura International in Hong Kong as a broker. Evrard began his professional career as a lawyer at Lenz & Staehelin in Geneva, specialising in the banking and finance practice. Evrard is a direct descendant and fifth generation of the bank’s founding family. He is a member of the Society of Trust and Estate Practitioners, the Turks and Caicos Islands Bankers Association, the Financial Industry Association, and the Swiss Financial Planner Organisation.

Karen Tan is the Head of Private Banking at VP Bank Ltd Singapore Branch. She oversees a team that advises clients from all over Asia on investments and their wealth management needs. Prior to that, she has worked at Indosuez Wealth Management, where she was a Managing Director. She was also Senior Vice President and Team Head at CIC Banque Privée. Karen brings with her over 30 years of experience in the banking and financial sector. Her specialties include Foreign Exchange trading, sales, and marketing in Treasury and Exchange Traded Products, derivatives, as well as coaching and leadership development. Karen is an avid volunteer for the Council Board for Club Rainbow Singapore, a non-profit charity organization supporting children suffering from chronic and life-threatening illnesses. She also volunteers for PRYME, a project to assist scholars in Singapore and is a speaker at ITE Central Scholars’ Program, sponsored by the US Embassy. Karen was a recipient of the Great Women of Our Times Award 2006, under the ‘Most Inspiring Woman’ category.

Dominic Gamble is Head of Asia Pacific for Wealth Dynamix, a global technology leader in client lifecycle management solutions for the wealth management industry. After graduating from London School of Economics in Accounting and Finance he started his career trading fixed income and derivatives at Credit Agricole Indosuez in 2001. Two years later he moved to Credit Suisse First Boston Private Bank and latterly was a founding member of the UHNW and Family Office team at Deutsche Wealth Management in London. Dominic left private banking in 2011 to establish findaWEALTHMANAGER.com in London, and simultaneously a client acquisition portal in Singapore in 2015 which was acquired by Privé Technologies in 2017, for whom he became Chief Digital Officer, overseeing 'Solution Sales' for their extensive engagement and advice product suite. In 2018 he joined Wealth Dynamix, to head the APAC region, based in Singapore.

Having graduated in 1986 from Edinburgh University with an Honours Law Degree and Postgraduate Diploma in Legal Practice, Simon started his financial career with J.P Morgan / Saudi International Bank in London, New York and the Middle East specialising in corporate finance solutions for High Net Worth, Corporate and Family Office clients. In 1994, Simon moved to Clydesdale Bank PLC (then part of the National Australia Bank group) to build the Specialised Finance Unit before being asked (in 1999) to join the board of one of Scotland’s largest privately owned companies (Strathclyde Pharmaceuticals Limited) as Business Development Director. In 2006, upon the successful growth and sale of the principal parts of that business, Simon joined UBS AG in Scotland to drive forward its Scottish wealth management business. In 2008 Simon moved to Credit Suisse in Singapore to establish and develop their UK/International private banking operation before joining Cazenove Capital Management in June 2016. The firm rebranded to Schroders Wealth Management in September 2017.  In April 2020, Simon was appointed Strategic Advisor to Raffles Family Office where he is responsible for driving the firm’s strategic expansion and business development in Asia. Simon is a GlobalScot and co-founder of the Scottish Business Association of Singapore.

A recognised thought leader in the region, Mark is the EY Asia-Pacific Wealth & Asset Management Leader and Advisory Leader. He has led projects across the buy-side, including strategy, risk and regulations, operating model, customer and growth, with the majority of his time focused on business and digital transformation. Prior to joining EY, Mark spent over 20 years in the financial technology industry, providing services to the same community. This included fintech start-ups, VC raising and exits. He received a master’s degree from the University of Oxford.

Evrard Bordier is chief executive officer of Bordier & Cie, Singapore. He has been managing partner of Bordier & Cie Group since 2011, and president of the board of Bordier Bank (TCI) since 2000. Prior to his current role in Singapore, he served as managing director of Bordier International in London for 10 years. Evrard has been in the financial industry for more than 20 years, during which he has garnered extensive international experience holding diverse positions in Singapore, Hong Kong, Geneva, Zurich, and London. Between 1997 and 2000, he served as chief of staff for the Financial Planning and Wealth Management Business Division of UBS in Zurich, overseeing all of its asset management business units across the world. Prior to that, he was a client adviser in the private banking department of Swiss Bank Corporation in Singapore where he covered the markets of Indonesia and Taiwan. He first moved to Asia in 1994 and joined Nomura International in Hong Kong as a broker. Evrard began his professional career as a lawyer at Lenz & Staehelin in Geneva, specialising in the banking and finance practice. Evrard is a direct descendant and fifth generation of the bank’s founding family. He is a member of the Society of Trust and Estate Practitioners, the Turks and Caicos Islands Bankers Association, the Financial Industry Association, and the Swiss Financial Planner Organisation.

A recognised thought leader in the region, Mark is the EY Asia-Pacific Wealth & Asset Management Leader and Advisory Leader. He has led projects across the buy-side, including strategy, risk and regulations, operating model, customer and growth, with the majority of his time focused on business and digital transformation. Prior to joining EY, Mark spent over 20 years in the financial technology industry, providing services to the same community. This included fintech start-ups, VC raising and exits. He received a master’s degree from the University of Oxford.

Karen Tan is the Head of Private Banking at VP Bank Ltd Singapore Branch. She oversees a team that advises clients from all over Asia on investments and their wealth management needs. Prior to that, she has worked at Indosuez Wealth Management, where she was a Managing Director. She was also Senior Vice President and Team Head at CIC Banque Privée. Karen brings with her over 30 years of experience in the banking and financial sector. Her specialties include Foreign Exchange trading, sales, and marketing in Treasury and Exchange Traded Products, derivatives, as well as coaching and leadership development. Karen is an avid volunteer for the Council Board for Club Rainbow Singapore, a non-profit charity organization supporting children suffering from chronic and life-threatening illnesses. She also volunteers for PRYME, a project to assist scholars in Singapore and is a speaker at ITE Central Scholars’ Program, sponsored by the US Embassy. Karen was a recipient of the Great Women of Our Times Award 2006, under the ‘Most Inspiring Woman’ category.

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.