Turning points

UBS Wealth Insights 2019

Singapore highlights

 

Video gallery

Mark Haefele

Are we at a turning point in global financial markets? What are you watching to try and understand if the next turn is up or down?

Kelvin Tay

Should Asian investors be concerned about getting into a late cycle?

Matthew Miller

What is the outlook on the global trade war? Will US and China trade tensions crash the markets?


Dr. Keyu Jin

Can US and China arrive at a trade agreement? Slower but higher quality growth possible in China?

 

Photo Gallery

2018 was a notable year for financial markets. Heightened US-China tensions and a maturing global cycle contributed to more turbulent conditions.

So what can investors expect to see in 2019?

The investment environment is becoming more challenging. Political risks, ranging from trade disputes, to Brexit, to Italy, abound. But at the same time, some of the best opportunities can present themselves amid dislocations to help investors achieve their financial goals.

That said, many investors make their costliest errors during transition points in the market cycle. Our Liquidity. Longevity. Legacy (3L) approach to wealth management can help you plan for your long-term goals while reducing the danger of falling prey to costly decisions during downturns.

Not sure where to start? Join us at the UBS Wealth Insights forum for our 2019 outlook, where we will look at risks, and opportunities in the months to come. So grab your paddle and start your journey.

Agenda

An overview of the topics discussed at the forum.

UBS Wealth Insights group on LinkedIn

The UBS Wealth Insights group on LinkedIn is designed to explore wealth management and market trends in Asia Pacific

Keynote Speakers

 

Mr Heng Swee Keat

Minister for Finance

Mr Heng Swee Keat is the Minister for Finance and Member of Parliament for Tampines GRC.

The Ministry of Finance manages the national budget, oversees corporate governance regulations, and supervises the prudent investment and utilisation of public funds and government reserves. Mr Heng co-chaired the Committee on the Future Economy (CFE), which charted the strategies for Singapore's next phase of growth. He chairs the tripartite Future Economy Council, which oversees the implementation of national strategies in areas such as skills and capabilities development, innovation and productivity, and industry transformation. He is also the Chairman of the National Research Foundation, which sets the direction for Singapore's research, innovation and enterprise strategies.

Before this, Mr Heng served as Minister for Education from 2011 to 2015. He drove programmes for a student-centric, values-driven education system, emphasising the holistic development of students and multiple educational pathways. While at MOE, Mr Heng also led Our Singapore Conversation, a national consultation exercise that reached out to close to 50,000 Singaporeans on their aspirations for Singapore's future. In 2015, he chaired the Singapore 50 (SG50) Steering Committee leading the celebrations for Singapore's Golden Jubilee.

Prior to entering politics in May 2011, Mr Heng was the Managing Director of the Monetary Authority of Singapore (MAS), where he received the "Central Bank Governor of the Year in Asia-Pacific" Award by the British magazine The Banker. He has served in various other public service positions, including appointments in the Singapore Police Force, as the Permanent Secretary of the Ministry of Trade and Industry, as the Chief Executive Officer of the Trade Development Board, and as the Principal Private Secretary to then-Senior Minister Lee Kuan Yew from 1997 to 2000. In 2001, Mr Heng was awarded the Gold Medal in Public Administration, and the Meritorious Medal in 2010 for his contribution to the public service in Singapore.

Mr Heng has an MA in Economics from Cambridge University. He also holds a Masters in Public Administration from the Kennedy School of Government, Harvard University.

 

The Right Honourable Gordon Brown

Prime Minister of Great Britain and Northern Ireland (2007 – 2010) and Chancellor of Exchequer (1997 -2007)

Gordon Brown served as Prime Minister of the United Kingdom and Leader of the Labour Party from 2007 to 2010. As Prime Minister, Brown’s tenure coincided with the start of the global financial crisis. He was one of the first to initiate calls for global action while introducing a range of rescue measures in the UK. In April 2009, Brown hosted the G20 Summit in London, where world leaders committed to making $1.1 trillion available to help the world economy through the crisis and restore credit, growth, and jobs. They also pledged to strengthen financial supervision and regulation.

Previously, Brown, a Member of Parliament from 1983 to 2015, served as Chancellor of the Exchequer from 1997 to 2007, making him the longest-serving Chancellor in modern history. His tenure was marked by major reform of Britain’s monetary and fiscal policy and sustained investment in health, education, and overseas aid.

Brown’s experiences during the global financial crisis convinced him of the urgent need for greater international cooperation to prevent future shocks to the global economy and led him to write Beyond the Crash: Overcoming the First Crisis of Globalisation (2010). He is also the author of a memoir, My Life, Our Times (2017), highlighting the lessons he learned from his professional career and personal life, and describing how those lessons can be applied to today’s challenges.

Brown’s time in government shaped his views on the importance of education as a fundamental right of every child in the world, and as an engine of future economic growth and prosperity. As the United Nations Special Envoy for Global Education, he passionately advocates for global action to ensure education for all.

Since leaving government, Brown has also advised the World Economic Forum and served as New York University’s inaugural Distinguished Global Leader in Residence. Brown, who has a Doctor of Philosophy degree in History from the University of Edinburgh, spent his early career working as a lecturer.

He is married to Sarah Brown, a charity campaigner, and they have two young sons.

Speakers (in order of appearance)

 

Gan Seow Ann

Executive Vice Chairman , UBS Global Wealth Management

Gan Seow Ann is currently the Executive Vice Chairman, UBS Global Wealth Management. He joined as Vice Chairman, Southeast Asia and Asia Pacific in 2013 and was appointed Divisional Vice Chairman in February 2016. He is concurrently a member of the Singapore Management Committee which oversees business strategy, risk management and governance for UBS Singapore Branch.

Mr Gan advises UBS' key clients and business owners on a global basis, drawing on his deep understanding of international capital markets and strong track record in leading businesses. Additionally, he advises and supports UBS senior leadership on a broad range of key business activities.

Prior to joining UBS AG, he was President of Singapore Exchange Limited (SGX), where he had a distinguished career, responsible for developing and growing the community of participants for the stock and derivatives exchanges. He was concurrently the Chief Executive of the two operating exchanges. He also led the drive to establish Singapore as the premier listings venue for IPOs and debt capital raising.

Mr Gan held several senior appointments in the capital markets over a 17-year period. This included Merrill Lynch where he was Managing Director responsible for South East Asia equities market, and Head of Singapore, Malaysia and Indonesia for Crosby Securities (which became SocGen Securities).

In addition, Mr Gan has served as director in a statutory board, several business entities and charitable organisations as well as co-opted member of several public service committees.

Mr Gan holds a Master of Business Administration from McMaster University, Canada, and a BA in Economics (Distinction) from Wilfrid Laurier University.

 

August Hatecke

Co-Head Wealth Management Asia Pacific

August Hatecke was appointed Co-Head Wealth Management Asia Pacific with effect from 1 January 2019. Since April 2016, he was Head of UBS Wealth Management South East Asia and additionally Head of UBS Wealth since June 2017. August previously served as UBS Head of Ultra High Net Worth and Global Family Office Switzerland based in Zurich where he was responsible for managing the needs of wealthy clients in Switzerland.

August started his career with the Investment Banking arm of SBC O'Connor Warburg Dillon Read in 1992 before moving to Private Banking where he was working on Active Advisory, Portfolio Management, Treasury and Execution. He was with Credit Suisse AG for the period 2001-2010 where he headed teams in Private Banking Switzerland, Investment Services and Products as well as Trading and Sales. Since returning to UBS in 2010, he has been responsible for the Ultra High Net Worth and Global Family Office business for UBS Switzerland AG.

August holds a Master Degree in Economics from the University of Zurich.

 

Mark Haefele

Global Chief Investment Officer, UBS Global Wealth Management

Mark Haefele is the Chief Investment Officer of UBS Global Wealth Management and the Chair of the UBS Global Investment Committee. In this capacity, Mark oversees the investment policy and strategy for approximately USD 2 trillion in invested assets.

Mark joined UBS as Head of Investment, CIO WM when the CIO office was founded in 2011.

Before joining UBS, Mark was the co-founder and co-fund manager at Sonic Capital. He also served as a Managing Director at Matrix Capital Management.

A former lecturer and acting dean at Harvard University, Mark is a frequent contributor to numerous financial media, including CNBC, Bloomberg and the WSJ.

Mark received a BA from Princeton, and both an MA and PhD from Harvard University.

As a Fulbright Scholar, he also received an MA from the Australian National University.

 

Min Lan Tan

Head Chief Investment Office APAC, UBS Global Wealth Management

Tan Min Lan is the Head of the Asia Pacific Investment Office at UBS Global Wealth Management Chief Investment Office, since July 2013. She serves as a member of the Global Investment Committee, Emerging Market Investment Committee and Asia Investment Committee, which formulate the regional and global UBS House View.

Prior to joining UBS Global Wealth Management, Min Lan spent eleven years with the UBS Investment Bank where she held a number of senior appointments, and was ranked the number 1 analyst in Singapore by Asiamoney for ten straight years. Before joining UBS, Min Lan worked as a senior economist with the Econometric Modelling unit at the Monetary Authority of Singapore, as well as an economist and strategist at Merrill Lynch covering the Asian equities markets.

 

Kelvin Tay

Regional Chief Investment Officer, UBS Global Wealth Management

Kelvin Tay is the Regional Chief Investment Officer at UBS Global Wealth Management. Kelvin is a member of the UBS Global Emerging Markets Investment Committee, as well as the Asia-Pacific Investment Committee where he provides strategic research and inputs to the investment and asset allocation process across asset classes.

Based in Singapore, Kelvin joined UBS Global Wealth Management Asia in April 2006 and was deputy head of P&S Consulting (Southeast Asia), where he helped clients structure investment portfolios based on asset allocation. Prior to joining UBS, Kelvin worked at Deutsche Bank Private Wealth Management (Asia) as the Asian & European Equity Strategist responsible for Asian & European equity selection. He was also the portfolio manager of the Asian equities portfolio and was also responsible for conducting funds research.

From 2002 to 2004, Kelvin was a Regional Telecoms Analyst with JPMorgan Chase where he was consistently one of the top 3 rated regional Asian telecoms analysts in international surveys such as AsiaMoney and Institutional Investor.

From 2000 to 2002, Kelvin was a Regional Telecoms Analyst with ABN AMRO (Asia) Ltd in Hong Kong, where he was ranked No.3 in AsiaMoney's Asia-wide regional telecoms analyst survey in 2001 and his team was ranked No. 1 in the 2000 Greenwich survey. Prior to that, Kelvin worked at Overseas Union Bank in Singapore as a credit analyst in loan syndications and capital markets.

 

Dr. Keyu Jin

Professor of Economics at the London school of Economics

Dr. Keyu Jin is a tenured professor of Economics at the London School of Economics. She is from Beijing, China, and holds a B.A., M.A. and Phd from Harvard University. Her research focuses on international macroeconomics and the Chinese economy. Multiple academic works have been published in the top academic journals in Economics. Outside academia, she serves as a non-executive director to Richemont Group, the second largest luxury conglomerate. She also serves on the working committee for China Banking Regulatory Committee on Fintech.

In recent years, she has focused on technology investments in China, and is a general partner at Sky9 capital, a leading venture fund in China. A columnist for Project Syndicate and Caixin Magazine, the main economics and finance magazine in China, she writes widely about the Chinese economy and global finance, and have made multiple op-ed contributions to the Financial Times.

She has had prior experience at the IMF, the World Bank, the New York Fed, Goldman Sachs, as well as other financial institutions. She was named Young global leader by the World Economic Forum in 2014.

 

Kishore Mahbubani

Senior Advisor (University & Global Relations) and Professor in the Practice of Public Policy National University of Singapore

Professor Kishore Mahbubani is Senior Advisor (University & Global Relations) and Professor in the Practice of Public Policy at the National University of Singapore, where he also served as Dean of the Lee Kuan Yew School of Public Policy from 2004 to 2017. Concurrently, Prof Mahbubani serves in the Boards and Councils of institutions around the world, including the Yale President's Council on International Activities (PCIA), University of Bocconi International Advisory Committee and the World Economic Forum - Global Agenda Council on Geo-economics. Before that, he enjoyed a long career with the Singapore Foreign Service from 1971 to 2004.

He had postings in Cambodia (where he served during the war in 1973-74), Malaysia, Washington DC and New York, where he served two stints as Singapore’s Ambassador to the UN and as President of the UN Security Council in January 2001 and May 2002. He was Permanent Secretary at the Singapore Foreign Ministry from 1993 to 1998. He also served as a member of Commission of Eminent Persons under the chairmanship of the former President of Mexico Ernesto Zedillo to advice the International Atomic Energy Agency from 2007 to 2008.

Prof Mahbubani has spoken and published globally. He is the author of Can Asians Think?, Beyond The Age Of Innocence, The New Asian Hemisphere, The Great Convergence (which was selected by the Financial Times as one of the best books of 2013) and Can Singapore Survive?, and co-author of The ASEAN Miracle. His latest book, Has the West Lost it? A Provocation was published in April 2018. More information on his writings can be found at www.mahbubani.net.

Prof Mahbubani was awarded the President’s Scholarship in 1967. He graduated with a First Class Honours degree in Philosophy from the University of Singapore in 1971. From Dalhousie University, Canada, he received a Master’s degree in Philosophy in 1976 and an honorary doctorate in 1995. He spent a year as a fellow at the Center for International Affairs at Harvard University from 1991 to 1992. Prof Mahbubani was conferred The Public Administration Medal (Gold) by the Singapore Government in 1998. He was listed as one of the top 100 public intellectuals in the world by Foreign Policy and Prospect magazines in September 2005, and included in the March 2009 Financial Times list of Top 50 individuals who would shape the debate on the future of capitalism. He was selected as one of Foreign Policy’s Top Global Thinkers in 2010 and 2011. In 2011, he was described as “the muse of the Asian century”. Most recently, he was selected by Prospect magazine as one of the top 50 world thinkers for 2014.

 

Matthew Miller

Capital Group Political Economist and Corporate Affairs Advisor

Matt Miller is a political economist and corporate affairs advisor at Capital Group where his duties include analyzing U.S. policy trends that affect investment decisions, and supporting Capital’s communication and engagement efforts with a wide range of external audiences. He also hosts the firm’s new podcast, “Capital Ideas,” which features a blend of long-term investment insights from Capital’s team, and conversations with top authors and thinkers relevant to global finance. He has 32 years of industry experience and has been with Capital Group for three years.

Prior to joining Capital, Matt was a senior advisor at McKinsey & Company. Before that, he served as a senior advisor in the White House Office of Management and Budget and was a White House Fellow serving as a special assistant to the chairman of the Federal Communications Commission. He was also a columnist for The Washington Post; the host of public radio’s “Left, Right & Center” program; and a senior fellow at the Center for American Progress. He has authored two books on public policy — The Two-Percent Solution: Fixing America’s Problems in Ways Liberals and Conservatives Can Love and The Tyranny of Dead Ideas — and has contributed to Fortune, Time, The New Republic and various other national publications. He holds a law degree from Columbia Law School, where he was a James Kent scholar, and a bachelor’s degree in economics from Brown University, graduating magna cum laude. Matt is based in Los Angeles.

 

John Hsin

Managing Partner of Hua Xing Growth Capital (China Renaissance Group)

John has 20 years of private equity investment experience. He joined China Renaissance in 2012 to spearhead CR’s PE investment funds – Huaxing Capital. Prior to joining China Renaissance, John was a Partner and Managing Director for Highland Capital Partners in China, Investment Director for Intel Capital China, and Investment Manager at Walden International in US Silicon Valley. After founding Huaxing Capital, John has led Huaxing’s investments in Didi, Dianping, Meituan, Zhaogang, Lexin, Ucloud, Lagou, Medlinker, Mobanker, Sensetime, Netis, and Mining Lamp Big Data.

John has a Bachelor of Engineering degree from Dartmouth College, Bachelor of Science degree in physics from Vassar College, and MBA from Harvard Business School.

 

Geoffrey Wong

Head of Emerging Markets and Asia Pacific Equities, UBS Asset Management

Geoffrey Wong is Head of Emerging Markets and Asia-Pacific Equities with overall responsibility for all Emerging Markets, Asian, Japanese and Australian equity teams, strategies and research. Geoffrey is also responsible for research, portfolio management and construction for Emerging Market Strategies.

He chairs the Emerging Markets Equity Strategy Committee and is based in Singapore.

Geoffrey joined UBS in 1997. His prior experience includes co-founding an Asian investment management firm, where he served as Director of Investment Management responsible for asset allocation and stock selection for global and regional institutional portfolios.

Geoffrey served on the board of directors of Singapore Exchange, the combined stock and futures exchange of Singapore between 2003 and 2006. He is a member of the Singapore Society of Financial Analysts and a Fellow of the Institute of Banking and Finance.

 

Hartmut Issel

Managing Director, Head Equity APAC, Chief Investment Office UBS Global Wealth Management

Mr. Issel studied finance with a concentration on statistics at the Technical University of Berlin and received a Masters degree. He is a CFA charter holder since 2001. Hartmut Issel gained initial work experience at Deutsche Bank in Berlin, Union Bank of Switzerland in Zurich and Price Waterhouse in New York, before joining UBS in 1998, working in Basle, London and Zurich. He started his career at UBS as a buy side analyst for Germany (including responsibility for the country equity portfolio) and Scandinavian countries and later assumed coverage of the IT and telecom sectors.

From 1999 to 2005 he has been in charge of the global IT sector. In 2005-2006, Mr. Issel was sent to New York to build up and lead the North American research unit of WMR in the United States at WM International, focusing on stock markets but also holding general financial market outlook presentations for clients. Starting 2007 he founded and was heading WMR India at the India Service Centre in Hyderabad (India), a team of research associates. In July 2009 he joined in Singapore as WMR head for the location and deputy head of APAC, also covering India and Indonesia. In addition he holds presentations on Asia-wide and global topics for investors in one to ones, at events as well as conferences.

 

Michelle Chua

IPS DM Client Investment Specialists APAC, Singapore

Michelle joined the UBS Investment Funds team, Singapore in December 2013 as a junior specialist before taking on her new role as a portfolio specialist, managing South East Asia International markets. She is now part of the DM IF&A Investment Funds team, supporting the entire HNW market.

Prior to joining UBS, she was in charge of handling sales and procurements in Asia, at Liven Agrichem, an award winning physical commodity trading company headquartered in Singapore.

She holds a Bachelor of Business Management from Singapore Management University, majoring in Finance. She can read and write well both in English and Mandarin.

 

Shane Huang

IPS Global Capital Markets Distribution, UBS Global Wealth Management

Shane advises Client Advisors and their Clients on global equity and fixed income investments, through outright cash and derivative solutions, across capital markets. Prior to joining UBS in 2014, Shane worked at Temasek as an analyst in the Consumer Investments cluster.

 

Wei Wei Si

Director, Head of FX Client Advisory Solutions, Singapore

Si Wei Wei joined UBS Investment bank, Singapore in August 2007 as Structured Product Sales mainly targeting the corporate clients. Since 2009 she took on the new role as the Client Advisory Solution specialist providing investment, trading and hedging solutions for wealth management clients. While heading the FX Client Advisory Solution team in Singapore, she is also responsible in covering the Ultra High Net Worth clients in Southeast Asia.

She has been working within the financial markets for the past 18 years. Prior to joining UBS, she was servicing the corporate sector throughout her initial working years. Her previous experiences include Corporate Sales, Credit as well as FX in DBS, Citigroup and General Electric Commercial Finance. She spent the last 14 years in FX and has strong understanding in G10 and Asian currencies.

Wei Wei graduated from Nanyang Technological University with a Bachelor of Business (Honors) in Banking.

 

Bryan Teoh

Investment Content APAC, UBS Global Wealth Management

Bryan joined the UBS APAC Sales Management team in 2015 before taking on his new role as an investment content specialist. He creates investment content, advises on asset allocation and provides investment ideas across asset classes in a portfolio context.

Prior to joining UBS, he was a management consultant at KPMG Singapore, servicing Financial Services clients. Bryan holds a CFA charter and a CPA (Aust.) designation.

 

Brian Lofton

Chief Risk Officer, Whitebox Advisors

Brian Lofton joined Whitebox in 2013 and serves as the firm’s Chief Risk Officer. Prior to joining Whitebox, Mr. Lofton was Head of Risk Management at Concordance Capital Management. While at Concordance, he also built and managed a systematic volatility arbitrage and momentum trading portfolio.

Mr. Lofton previously led the development of an internal risk system used to monitor Allianz Investment Management’s $70 billion global hedging operation and worked in risk management at Deephaven Capital Management. Mr. Lofton earned a BS in Finance and Certificate in Applied Mathematics from Washington University in St. Louis in 2002 and 2005, respectively, and an MS in Financial Mathematics from the University of Chicago in 2007.

 

Gautam Banerjee

Senior Managing Director and Chairman of Blackstone Singapore

Gautam Banerjee is a Senior Managing Director and Chairman of Blackstone Singapore. Mr. Banerjee served as Executive Chairman of PricewaterhouseCoopers (PwC) Singapore for nine years until his retirement in December 2012. He spent over 30 years with the firm in various leadership roles in Singapore, India and East Asia.

Mr Banerjee is an independent director on the Board of Singapore Airlines Limited, Piramal Enterprises Limited, The Indian Hotels Company Limited and GIC Private Limited. He is a Vice-Chairman of the Singapore Business Federation and his roles in the not-for-profit sector include serving on the Governing Board of Yale-NUS College and the Legal Service Commission of Singapore. Mr. Banerjee is a fellow of the Institute of Chartered Accountants in England and Wales (ICAEW) and the Institute of Singapore Chartered Accountants (ISCA). He graduated with a Bachelor of Science (Honours) degree from Warwick University in 1977 and was awarded an Honorary Doctor of Laws (LLD) by the same university in 2014. Mr. Banerjee was a Nominated Member of Parliament in Singapore from 2007 to 2009 and was awarded the Public Service Medal by the Singapore Government in 2014.

 

Mischa Eckart

Head of Client Investment Specialists, APAC, UBS Global Wealth Management

Mischa Eckart joined UBS in 2006 in Zurich. Since joining, Mischa has held positions in Zurich, Tokyo and in Singapore. He is currently responsible for the Client Investment Specialist team who partners with Wealth Management UHNW and HNW client advisors on portfolio distribution and reviews.

Prior to his current role, Mischa held various roles in the Sales and Content Distribution space, ultimately heading the Sales Management function for the Asia Pacific region. He started his career in management consulting and moved on to head a distribution team at a domestic cooperative bank in Switzerland.

Mischa is a graduate of the University of St. Gallen, Switzerland where he obtained a Masters degree. After gaining some work experience Mischa went back part-time to his alma mater to pursue a doctorate in Corporate Governance. His book “Cooperative Governance” deals with harnessing governance structures and processes as a source for sustainable competitive advantage. Mischa is also a holder of the Alternative Investment Analyst charter (CAIA).

Mischa lives in Singapore with his wife and three children. He was born in Basel and has spent his school years in Frankfurt, Zurich, and Tokyo, where he spent almost 6 years in the 1990s. Mischa has been living in Asia for the past 10 years, including 3 years in Tokyo.

 

Anuj Jain

Co-founder & CEO of Startup-O

Anuj is the co-founder & CEO of Startup-O which is South East Asia’s largest online platform for startup assessments, investment & venture building. The proprietary process is a blend of the art assessments by seasoned global experts and science of decision algorithms. He is driven by the vision of democratising innovation by enabling authentic entrepreneurs to succeed with access to capital & global networks while serving investors with a transparent & data-driven approach.

Anuj has rich ‘Go To Market’ knowhow across 14 Asian markets from ‘Japan to Jakarta’. He gained a wealth of experience in his career spanning across major consumer product MNCs like Procter & Gamble, Glaxo SmithKline Beecham, WIPRO, BIC. He is a strong contributor to Singapore & SEA startup ecosystem since 2013, and as such, has a deep understanding of pain areas for both founders and investors. He led scaling of an F&B SaaS platform in the region successfully, spent hundred of hours in training 160+ startup founders through a structured startup boot camp and mentored many others before he co-founded Startup-O in early 2016.
 
A strong proponent of the ‘Pay it Forward’ philosophy, he actively shares his knowledge and experience with entrepreneurs and investors alike. Originally from India, he is living in Singapore with his family since 2002.

 

Meryl Lee

IPS Capital Markets Distribution APAC, Singapore, UBS Global Wealth Management

Meryl is in the IPS Capital Markets Distribution team in Singapore. Her product coverage includes Equities, Equities and Fixed Income Structured Products, and Hybrid Structured Products investment solutions.

She joined UBS in September 2017 from Morgan Stanley and Goldman Sachs. Her previous roles in the respective Private Wealth Management divisions included product management and cross asset sales as a financial analyst. Meryl graduated with a Bachelor of Business Accounting Honours Degree from National University of Singapore. She is a certified Chartered Accountant of Singapore.

 

Sean Fitzgibbon

Executive Vice President, Senior Portfolio Manager, BNY Mellon Smart Mobility

Sean is the lead portfolio manager for the firm's Thematic Active Equity solutions as well as the US Manufacturing Equity and Emerging Markets Equity strategies. He uses an approach that combines fundamental research with quantitative tools. Sean has been blending these research techniques as a portfolio manager since 2002, initially managing US large cap and global strategies.

In 2008, Sean started managing the emerging markets strategies. In 2016, Sean formalized the firm’s approach to Thematic Active Equity solutions to better align fundamental and quantitative resources. Sean has been with the firm since 1991, and during his career, his equity coverage responsibilities have included Health Care, Consumer Discretionary, Consumer Staples, Financials and Utilities.
 
Sean received a BS in economics from Northeastern University and an MBA from Babson College. He holds the Chartered Financial Analyst® designation and is a member of the CFA Society Boston and the CFA Institute.

 

Sundeep Gantori

Equity Analyst, UBS Global Management Chief Investment Office

Sundeep graduated in commerce from Osmania University, India with a gold medal and is also a CFA and CAIA charterholder.

Sundeep Gantori is the equity analyst responsible for the global technology sector, Asia ex Japan Focus 20 list and Taiwan equity market.

Sundeep joined UBS Global Wealth Management as an equity analyst in February 2007 and his coverage mainly focuses on both global and Asian technology sectors including semiconductors, hardware, internet and software & services. Additionally, Sundeep is also responsible for Asia ex Japan Focus 20, CIO's highest convictions stock ideas in the region and Taiwan equities. Before joining UBS, Sundeep worked as an equity analyst in PCS Securities, an Indian brokerage firm where he was covering the Indian IT & Telecom sectors.

 

Hong Wee Yap

IPS Investment Funds

Mr Yap is an Investment Funds Specialist with UBS Singapore. He joined UBS in June 2018.

Hong Wee has over 7 years of experience in Wealth Management. Prior to joining UBS, he was an Investment Consultant with ICBC Singapore, advising HNW and UHNW clients on multi-asset investments. He also spent a number of years with Bank of Singapore, in an Investment Counsellor role, where he advised clients on multi-asset portfolios invested in Fixed Income, Equities, Investment Funds and Structured Products. Earlier in his career, he was a Technical Instructor with SIA Engineering Company, specialized in aircraft maintenance training.

He graduated from National University of Singapore with a Bachelor in Electrical Engineering and is a CFA charter holder.

 

Paterson Lau, CFA

Managing Director, UBS AG

Paterson joined UBS in 2004. He currently leads a team of senior client advisors covering Ultra High Net Worth (UHNW) clients and family offices, focusing on wealth management, business succession and family legacy planning.

With over 20 years of banking experience, Paterson has taken on various roles including equity research and advising UHNW clients on capital markets investment solutions. He had previously worked in Citibank and HSBC.
 
Paterson graduated from Nanyang Technological University in Singapore with a Bachelor of Accountancy. He has also obtained his Chartered Financial Analyst (CFA) certification from the CFA Institute.