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Advisory Panel

Arpit Agarwal

Arpit is a veteran of the Private Banking industry in India, who successfully conceptualized, launched and built a sizeable Private Banking business, for DSP Merrill Lynch (1993-1998), BNP Paribas (1999-2002), ICICI Bank Ltd (2002-2006). Arpit became an entrepreneur in February 2006 and set up the financial services and wealth management business for the Dawnay Day AV group in India, as the managing director & group CEO. Post the sale, Arpit decided to move on with his core team and set up their next venture “The ARYSS Group”. A first in India, Arpit has been instrumental in launching Private Banking elective programmes in over 26 MBA schools and teaches Private Banking. Arpit, a Certified Financial Planner (CFP) himself, served as the chairman of CFP’s Examination and Certification committee for many years.

S. Khing Go, CEO of Schroder & Co Asia Limited

The business was acquired from Commonwealth Private Bank where Khing was also Asia CEO. Prior to that he was CEO and founding partner of KE Swan & Co, a business that was sold to the commonwealth Bank of Australia. Previously he was with Prudential-Bache Asia Pacific, Lehman Brothers Asia Pacific and Merrill Lynch International.

Liew Nam Soon, ASEAN Managing Partner Financial Services, Ernst & Young Advisory

Nam Soon is Managing Partner, Financial Services, ASEAN for EY, responsible for managing the advisory, assurance, tax and transactions business. He is a member of the Financial Services Asia Pacific Leadership team and is also the Diversity and Inclusiveness leader for Asia Pacific.

Nam Soon has over 24 years of consulting and industry experience in large scale business and technology transformation, as well as risk management and compliance. He has worked extensively in retail, private, commercial and investment banking, asset management, insurance and private equity.

Prior to joining EY, Nam Soon held senior leadership positions as Chief Transformation Officer, Prudential Asia; and Partner, Financial Services and Wealth Management leader, IBM. He was also previously a partner with PwC and started his career with Andersen Consulting.

Nam Soon has deep experience in advising senor client executives on business, technology and digital transformation; risk management and governance, regulatory compliance; M&A, operations improvement of shared services information technology and operations; design and implementation of target operating models; managing cross-border IT and operations and outsourced portfolios across countries including China, Hong Kong, Taiwan, Japan, Korea, Thailand, Philippines, Malaysia, Singapore, Vietnam, Indonesia, India, U.S. and the U.K.

Urs Brutsch, Managing Partner and Founder, HP Wealth

After being instrumental in building three Private Banks (Credit Suisse, ABN AMRO and Clariden) in Asia from 1986 to 2009, Urs has decided to build his own business as an Independent Asset Manager / Family Office with a total focus on the client. Urs is a co-founder of the Association of Independent Asset Managers, Singapore (AIAM). HP Wealth Management is an Independent Asset Manager/Multi Family Office. Our core competency is the management of money, both on an advisory and discretionary basis.

Dawn Quek, Principal, Baker & McKenzie.Wong & Leow 

Dawn advises high net worth families and financial institutions that provide services to high net worth individuals and families on their tax, trust and estate planning issues. She is a member of the Singapore Trustees Association Executive Committee and Technical Committee and is quoted extensively in local and international media. Dawn sits on Baker & McKenzie's Global Steering Committee for Wealth Management and is recognised as a leading individual in Private Client / Wealth Management by several leading publications and directories.

Ong Yeng Fang, Managing Director and Head of UOB Private Bank

Ms. Ong has global responsibility of UOB’s private banking business. She joined UOB Private Bank from Bank Julius Baer, where she oversaw the integration of Bank of America Merrill Lynch Wealth Management (BoAML) into Bank Julius Baer, which the latter acquired in July 2013.

Ms. Ong spent four years at BoAML where she was the Market Managing Director, responsible for managing a team of Private Wealth Managers that covers clients in Indonesia, Philippines and Thailand. Her main responsibility was to grow the team's revenue despite various compliance initiatives and remediation and to expand the business of these markets. Besides attracting key talent to the organisation, she was also responsible for developing and retaining existing talent.

 

Prior to that, Ms. Ong was Managing Director (Senior Advisor) and Team Head at Bank Julius Baer since August 2006. Her client coverage included Singapore, Thailand, Jakarta, Brunei, Hong Kong, Taiwan and China. She was also appointed as the Deputy Market Head for Singapore in early 2009. Before that, Ms. Ong spent 17 years in DBS. Her last role in DBS was Managing Director in the Consumer Product Sector of Corporate and Investment Banking (CIB). The role required her to pitch to all the large corporations in Asia Pacific regions for mandates pertaining to lending, fixed income issues, IPOs and M&A activities. She was also instrumental in doing some private equity deal and mezzanine financing structures for clients in the region.

Anthonia Hui, Partner, AL Wealth

Anthonia is a founder partner of Singapore based AL Wealth. She has worked in various investment banks and private banks, including Coutts, BNP Paribas and Credit Suisse in London, Paris, Switzerland, Hong Kong and Singapore. With experience and familiarity in fixed income, foreign exchange, equity, derivatives and alternative investments, she has applied her extensive experience and knowledge in successfully advising and managing clients in the ultra high net worth category.

Justin Ong, Partner and Wealth Management Leader Financial Services Industry Practice – Singapore

Justin Ong is a Partner with PricewaterhouseCoopers Singapore, and leads the Wealth Management Practice where he is responsible for servicing organisations in the private banking and asset management industry in Singapore. Justin has more than 16 years of experience, including two years spent in London working primarily on fund management clients. As the Wealth Management leader, Justin leads the Asian portion of the well regarded PricewaterhouseCoopers Global Private Banking Survey. He has also been invited to speak at a number of private banking/wealth management conferences, including the International Private Banking Council Meeting and also helps private banks in running thought leadership sessions at management offsites and forums.

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