UBS is proud to present the annual Leadership Excellence and Development Series (UBS LEADS) Certification Program. This program focuses on how families can remain successful for generations and ensure that the next generation can add value and drive family legacy. Families who prepare the next-in-line for their future responsibilities often thrive and sustain wealth for multiple generations.

The exclusive education program will impart foundational financial knowledge, share relevant business expertise, and provide insights to the latest trends in the markets. We aim to enable and empower the next generation to make good and sound decisions for their investments, business ventures and family businesses.

  • Gain leading edge financial knowledge and actionable strategies to shape future roles.
  • Develop a skill set to thrive as future family business leaders or stewards of substantial financial wealth.
  • Immersive learning experiences designed to bridge theory and real-world application
  • Learn how to develop a Minimum Viable Product (MVP) and refine their business idea to attract investors.
  • Exchange experiences and insights in a curated environment
  • Find inspiration, reflect on personal stories, and explore own future paths
  • Build emotional resilience and insight through a guided self-discovery and practical tools.
  • Grow a network and friendships with like-minded peers and thought leaders

21 July to 23 July 2025

Full-day

UBS University, 9 Penang Road Singapore 238459

In-person

Event Highlights


Speakers

 (In order of appearance)

21 July

YOUNG Jin Yee

Young Jin Yee

Co-Head Global Wealth Management Asia Pacific,
Country Head, UBS Singapore

Biography(PDF, 88 KB)

Kelvin TAY

Kelvin Tay

Chief Investment Officer, South Asia Pacific,UBS Global Wealth Management

Adjunct Associate Professor
Nanyang Business School
Nanyang Technological University

Lecturer & Lead Faculty,
Wealth Management Institute, Singapore

Biography(PDF, 76 KB)

Jessie LEE

Jessie Lee, CFA

A&S Investment Specialist – Singapore,
UBS Global Wealth Management

Biography(PDF, 74 KB)

22 July

Laurent Rosfelder

Laurent Rosfelder

Head GWM F2B Digitalization (ADO) Managing Director, UBS

Biography(PDF, 83 KB)

Christine Feng

Christine Feng

Head GWM Digital Transformation, UBS

Biography(PDF, 78 KB)

Aveline CHAN

Aveline Chan

ESG Strategy APAC Lead,
UBS APAC Chief Sustainability Office

Biography(PDF, 69 KB)

Sheryl Fofaria

Sheryl Fofaria

Head of Social Impact and Philanthropy,
Southeast Asia, UBS AG

Biography(PDF, 99 KB)

Hian Goh

Hian Goh

Founder, General Partner
Openspace Ventures

Biography(PDF, 54 KB)

Dione Song

Dione Song

Chief Executive Officer
Love, Bonito

Biography(PDF, 79 KB)

Dr Yeo Su Ling

Dr Yeo Su Ling

Director
Venture Creation and Growth, INNOVATION & ENTERPRISE GROUP
Agency for Science, Technology and Research (A*STAR)

Biography(PDF, 53 KB)

Lisa Schroeder

Lisa Schroeder

AI Enablement Product Manager,
UBS GOTO GCTO

Biography(PDF, 74 KB)

Bryan Halim

Bryan Halim

Chief of Staff, WMPC Technology APAC,
UBS GOTO WMPC Technology

Biography(PDF, 66 KB)

Asti Temi

Asti Temi

Engineering Excellence & Talent Development,
UBS GOTO APAC

Biography(PDF, 68 KB)

23 July

Catherine Chow

Catherine Chow

Head of Family Advisory & Family Office Competence Centre SEA,
Family Advisory APAC - SEA,
UBS Global Wealth Management

Biography(PDF, 58 KB)

Andre Loh

Andre Loh

Director,
Family & Family Office Advisor SEA,
Family Advisory APAC - SEA,
UBS Global Wealth Management

Biography(PDF, 69 KB)

Chen Chee Yang

Chen Chee Yang

Managing Director, Crossbow Capital
YIO Regional Manager Asia Pacific

Biography(PDF, 51 KB)

Teo Jia En

Teo Jia En

Co-Founder
Crane

Biography(PDF, 62 KB)

Febyan Rustandy

Febyan Rustandy

Head of Marketing, Corporate Communications and Investor Relations
PT Arwana Citramulia Tbk

Biography(PDF, 75 KB)

Claude Harbonn

Claude Harbonn

Managing Director
Co-Head GWM UHNW Solutions Group

Biography(PDF, 67 KB)

Michele Lim

Michele Lim

Head of Circle One by UBS and APAC Business Lead of Digital Banking
UBS Global Wealth Management

Biography(PDF, 115 KB)

Ryan Goh

Ryan Goh

Digital Content Specialist, Circle One by UBS
UBS Global Wealth Management

Biography(PDF, 68 KB)

Khairul Asyraf Khan Surattee

Khairul Asyraf Khan Surattee

Digital Content Specialist, Circle One by UBS
UBS Global Wealth Management

Biography(PDF, 82 KB)

Lionel Lim

Lionel Lim

Personal Branding Strategist
Lionel Lim Lifestyle Works

Biography(PDF, 70 KB)

Patricia QUEK

Marissa Ow

Head, Client Development SEA
UBS Global Wealth Management APAC

Biography(PDF, 75 KB)

Dr Geraldine Tan

Dr Geraldine Tan

Director / Principal Registered Psychologist

Biography(PDF, 66 KB)

Dr. Ben Charoenwong

Dr. Ben Charoenwong

Associate Professor of Finance
INSEAD Asia Campus

Biography(PDF, 66 KB)

Bryan Koh

Bryan Koh

Founder & Chief Executive Officer
WhiteCoat Global

Biography(PDF, 58 KB)

Patricia QUEK

Patricia Quek

IBF Fellow,
Business Sector Head,
Singapore and Malaysia,
UBS Global Wealth Management

Biography(PDF, 65 KB)

Ashok Vakakulu Murthy

Ashok Vakakulu Murthy

Head Deposits Switzerland & International,
Head APAC Lombard, Mortgages and Deposits Product Management, UBS Global Wealth Management

Biography(PDF, 70 KB)