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November 26, 2014

November 26, 2014

November 26, 2014

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November 26, 2014

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Editorial Board

Aditya Gadge

Aditya GadgeAditya is the Chief Executive Officer of Association of International Wealth Management India (AIWM India). AIWM India primarily focuses on broader and strategic role of developing a more robust and forward-looking training infrastructure for private banking and wealth management sector and to promote more active industry involvement and collaboration in training and continuing education matters. AIWM India is offering the prestigious Certified International Wealth Manager (CIWM) program in the Indian sub-continent.

Aditya is also the founder & CEO of Flagship HR- a promising HR consulting start-up, catering exclusively to the financial services sector in Asia. Aditya brings with him 9 years of experience in the Financial Services sector in varied disciplines like Training, Strategic Planning, Brand Building, PR, Media Planning and Buying. He is passionate about contributing towards the growth of Financial Services sector. In his last job, he was heading the Marketing & Business Development team at Financial Planning Standards Board India (FPSBI) and played a key role in enhancing the visibility of the CFP brand in the country.

Aditya has done his Masters in Economics and is a Certified Financial Planner. He is currently pursuing the CIWM certification. A prolific writer, Aditya has been regularly contributing to various business, financial and education publications.

Arpit Agarwal

Arpit AgarwalArpit 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.

Rajesh Malkani, Regional Head, Standard Chartered Private Bank, South East Asia

Rajesh MalkaniRajesh Malkani was appointed regional read, South East Asia, Private Banking for Standard Chartered in April 2008. Based in Singapore, Rajesh has responsibility for the Private Bank’s operations in South East Asia and strategic oversight of sales, business and franchise development and operations in the region. Prior to this appointment, Rajesh was Global Head of Sales and Business Development, Private Banking, where he was responsible for setting global sales and advisory standards, driving clear customer segmentation and optimising sales productivity of client advisors. Prior to Standard Chartered Bank, Rajesh was Head of Marketing, SEA for BNP Paribas Private Bank and held senior positions in UBS in Hong Kong. Rajesh, of Indian origin, is a citizen of Singapore.

Kees Stoute, Managing Director, EFG Singapore

Kees StouteIn 2007, Kees Stoute was appointed managing director of EFG Singapore, the Swiss private banking subsidiary of EFG International, currently the third largest banking group in Switzerland by Tier-1 capital. He had been based in Asia for 15 years, the last 13 of which he spent in Singapore. As an experienced private banker, Kees served at MeesPierson from 1992 to 1996 as its regional head of IT. In 1996, he was promoted to the position of chief operating officer of Fortis / MeesPierson in Singapore, where he was a member of the regional management team of private banking. In April 2000, he became managing director of the Business Line Private Banking and Trust in Asia for MeesPierson and in 2002, was promoted to managing director of MeesPierson Asia Ltd in Singapore. From mid-2004 to June 2005, he was a member of the Fortis Asia Bank Management Council. When Fortis acquired the London-headquartered Dryden Wealth Management in 2005, Kees was appointed CEO and chairman with the mandate to integrate this company into Fortis. In 2007, he moved to his current position of managing director, EFG Singapore.

Craig Murphy, Managing Director, Amicorp Group Hong Kong

Craig MurphyCraig Murphy was born and educated in the UK and has lived and worked in the Channel Islands, The Bahamas, Canada, the Cayman Islands and the British Virgin Islands. He has worked with institutional, corporate and private clients to structure a wide variety of trading, royalty, trust, fund, asset and debt based transactions as well as traditional private client trusts. Craig is an independent director for funds, MNC's, SME's and family companies. Craig is managing director of Amicorp Group's Hong Kong office. He has been a member of the Society of Trust & Estate Practitioners since 1998 and sits on the STEP Hong Kong Branch executive committee.

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

S. Khing GoThe 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.

Balakrishnan Kunnambath, Managing Director, Global Market Manager - Indian Subcontinent SG Private Banking (Asia Pacific)

Balakrishnan KunnambathBalakrishnan Kunnambath joinedSG Private Banking in March 2005 to deliver innovative investment and financial engineering solutions to high net-worth Non-Resident Indians globally. He has also facilitated the development of the on-shore wealth management business in India. He has over 23 years of banking experience, of which 11 years have been in Private Banking and 12 years in Treasury and Capital markets. He was formerly with a leading European bank in Dubai where he worked for 16 years.

Roman Scott, Chairman, Calamander Group

Roman ScottRoman Scott is the Chairman of the Calamander Group, an investment management firm based in Singapore. He serves as the Economic Spokesman for the British Chamber of Commerce in Singapore and is a board member and is a General Partner in several private equity funds. He was formerly a partner in The Boston Consulting Group's Singapore office and a senior member of BCG's Global Financial Services practice. He has over 20 years of experience as a board level advisor to more than 50 financial institutions and government agencies in the UK, Europe, South Africa, Japan and Southeast Asia. The Calamander Group is a boutique investment manager that specialises in real asset investments in the world’s fastest growing markets. The Group is headquartered in Singapore, with partners in London, New York, Colombo and Hanoi.

Eli William Lenyoun, Director, Family Wealth Solutions Pte. Ltd

Eli William LenyounEli Lenyoun is Founder and Director of Singapore-based Family Wealth Solutions. He was previously head (Asia), Program Development, Wealth Management, UBS AG and head (Asia, Wealth Management, BNP Paribas Private Bank. Previously he was head (South East Asia), Fiduciary Services, RBS Coutts Bank. Eli is also a lecturer at the Singapore Wealth Management Institute.

Anthonia Hui, Partner, AL Wealth

Anthonia HuiAnthonia 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.

Martin Crawford, CEO, Labuan IBFC

Martin CrawfordMartin Crawford spent the last 15 years in the Asia Pacific region running businesses in foreign exchange and asset management. Prior to that, he was based in Europe for 7 years where he completed his MBA at IMD in Switzerland and subsequently worked as a management consultant with Bain & Company.

Beat P. Lenherr, CFA, Chief Global Strategist

Beat P. LenherrBeat Lenherr has joined the banking industry with UBS in Switzerland. After a few years on the sell side with Nomura Securities, Bank Julius Baer & Co. and Daiwa Securities, he became an equity fund manager, joining LGT Bank in Liechtenstein in 1993. He has been based in Singapore since 1999 and became LGT Group’s Chief Investment Officer for the region in 2001. In November 2007 Mr. Lenherr joined the executive board of the asset management arm LGT Capital Management, as Chief Global Strategist.

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

Justin OngJustin 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.

Expert Commentary

Tom Burroughes

Standard Life Pushes Ahead With Asia Business, Names Luminaries For New Board

Standard Life, which has expanded its investment arm in Asia in recent months, has set up an Asia advisory board to guide strategy in the region.

Tom Burroughes

20 December 2013

Tom Burroughes

Embrace JVs - They're More Than An Unavoidable Move In Asia

A recent report underscores the benefits of joint ventures for fund firms in Asia, the lessons of which should also not be lost on wealth managers, despite some cautionary notes.

Tom Burroughes

8 September 2014

Tom Burroughes

EXCLUSIVE: Citi's EMEA Wealth Management Chief Optimistic On Future Prospects

Citigroups wealth management business in the Europe, Middle East and Africa region has seen a significant jump in client numbers in recent years notwithstanding financial market squalls. And there is more to come, its head argues.

Tom Burroughes

17 December 2013

Eliane Chavagnon

INTERVIEW: Banyan Partners CEO On Spotting Compelling Acquisition Opportunities

Banyan Partners chief executive, Peter Raimondi, speaks to Family Wealth Report about its spate of recent acquisitions and its strategic direction going forward.

Eliane Chavagnon

14 October 2013

Tom Burroughes

Six Unloved Emerging Markets That Might Win Friends This Year

Six emerging market countries Russia, India, Nigeria, Argentina, Venezuela and Cyprus - are unloved to varying degrees but their governments debt might suddenly become more attractive if certain developments occur, an investment house says.

Tom Burroughes

21 January 2013

Harriet Davies

US Advice Industry Veteran Turns His Gaze To China

Tim Kochis, giant of the US independent advice industry and ex-CEO of Aspiriant, has set himself a daunting task since retiring from the helm of his firm: to advance a legacy for independent financial planning services in the emerging world.

Harriet Davies

12 November 2012

News and Features