Wealth Solutions & Wealth Planning

UBP appoints Robert Phua as Head of Wealth Planning, South Asia

Union Bancaire Privée (UBP) is pleased to announce the appointment of Robert Phua as Head of Wealth Planning, South Asia, effective 3 January 2022.

Robert reports to Ranjit Khanna, Head of South Asia and Singapore Branch Chief Executive, and to Bertrand Binggeli, Group Co-Head of Wealth Planning. He will work closely with the South Asia team to develop the bank’s wealth planning business.

Based in Singapore, Robert’s focus will be on continuously growing UBP’s wealth planning business in South Asia with a special focus on family offices in the region.


Commenting on the appointment, Ranjit Khanna said: “we are pleased to announce the appointment of Robert as we continue to grow our wealth planning and family offices business in South Asia. Wealth planning is at the heart of UBP’s client offering and we are glad to have Robert on board to further strengthen the bank’s capacity in providing clients with bespoke and innovative wealth management solutions.”


Robert has over 20 years’ experience and joined UBP from Julius Baer, where he provided wealth planning advisory services to the bank’s clients in Asia including the structuring and setting up of trusts, family offices, fund entities and non-profit entities. Prior to that, he headed the Private Trust, Securities & Fiduciary Services for DBS Bank and worked as a legal counsel in various corporations. He has a commendable academic legal background including a Barrister-at-Law degree from Lincoln’s Inn, London, UK and is a qualified and admitted Advocate & Solicitor in Singapore. He graduated in law from the University of Leeds, UK. Robert holds various STEP Diplomas notably in Trust and Estate Planning.