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Asian Private Banker
INVESTMENT
ADVISORY
SUMMIT
HONG KONG
2015
13 MAY 2015
LEAD SPONSORS
GOLD SPONSORS
LEGAL SPONSOR
Asian Private Banker
INVESTMENT
ADVISORY
SUMMIT
HONG KONG
2015
Wednesday May 13, 2015
The Conrad Hotel, Hong Kong
INVESTMENT ADVISORY COUNCIL
Angel Wu
Regional Head of Products & Solutions, Asia and Middle East
ABN AMRO Private Bank
Belle Liang
Head of Investment Advisory
Hang Seng Private Bank
Garth Bregman
Head of Discretionary Portfolio Management, Asia
BNP Paribas Wealth Management
Jaye Chiu
Head of Investments
EFG Asset Management (Hong Kong)
Mourad Tahiri Alaoui
Managing Director, Regional Head of Portfolio Management, Asia
Pictet & Cie
Richard Mak
Head of Advisory Services, Asia
Pictet & Cie
Rocky Cheung
Executive Director, Head of Investment Advisory, Hong Kong Wealth Management
DBS Bank
Sean Cochran
Managing Director, Head of Mandate Specialists, Asia Pacific
UBS Wealth Management
Sascha Banz
Managing Director, Head of Investment Consulting, Hong Kong
Credit Suisse
Susan Chua
Head of Wealth Management Services, North Asia
BSI
Follow us on Twitter @asianpvtbanker
PROGRAMME
8:30 – 9:00am
9:00 – 9:05am
9:05 – 10:00am
Registration and coffee
Welcome and opening comments
In conversation with CEOs
Differentiate or die?
With private banks in Asia eager to distinguish themselves by the quality of their
advice, will the investment advisory community finally be at the front and centre
of the business model? Will investment advisors be as sought after as relationship
managers? Will they be remunerated on a similar scale? Is market performance the
single most important criteria when evaluating advisory personnel?
Chair:
Shruti Advani, Editor, Asian Private Banker
Panellists:
Claude Haberer, Chief Executive Officer Asia, Pictet & Cie
Ian Pollock, Regional Head of Private Banking International, North Asia, ABN AMRO
Jean-Claude Humair, Group Managing Director, Regional Market Manager, Hong
Kong, UBS Wealth Management
Vincent Chui, Managing Director, Head of Asia Institutional Equity Distribution &
Private Wealth Management, Morgan Stanley
10:00 – 10:40am
Presentation
Know your customers The Asian high net worth client is difficult to define and meeting the needs of this
diverse group is a significant challenge. Is the Asian private banking industry set up
to meet the needs of clients today and in the future? In this session, Andrew Hendry
will share fresh insight from M&G’s proprietary research programme, providing a
view on what your customers need from their private banking relationships, how
they benchmark their wealth, and what they really see as their financial goals.
Presenter:
Andrew Hendry, Managing Director, Asia, M&G Investments
10:40 – 11:05am
Coffee Break
Notes
11:05 – 11:45am
Decision-makers’ panel
2015 and beyond – approaches, themes and opportunities
Hear insights from discretionary portfolio managers and gatekeepers of advisory
mandates, who will explore key investment themes for 2015 and beyond. Which asset
classes and instruments are these decision-makers keeping an eye on? Where are
flows headed? What are the expectations for the year ahead?
Chair:
Bernard Wai, Managing Director, Head of Asia Pacific Private Client Solutions
Investor Sales, Citi
Panellists:
Garth Bregman, Head of Discretionary Portfolio Management, Asia, BNP Paribas
Wealth Management
Mourad Tahiri Alaoui, Managing Director, Regional Head of Portfolio Management,
Asia, Pictet & Cie
Sean Cochran, Managing Director, Head of Mandate Specialists, Asia Pacific, UBS
Wealth Management
11:45 – 12:25pm
Legal presentation
Regional perspectives on regulatory preoccupation
Management responsibility, open communication, and transforming culture: Hong
Kong, Singapore and regional perspectives on these regulatory preoccupations and
how these preoccupations are changing regulators’ behaviour, and how to manage
the risks.
Presenters:
Matthew Newick, Partner and Head of Litigation & Dispute Resolutions, Asia Pacific,
Clifford Chance
Nish Shetty, Partner and Head of International Arbitration and Dispute Resolution,
South and Southeast Asia, Clifford Chance
12:25 – 1:00pm
Panel discussion
The future of managed solutions for high net worth investors
The panel will discuss some of the marketplace trends and disruptive factors that
are changing the way private banks service their clients. Along with portfolio
construction, technology, regulation, cost pressures and evolving investor preferences,
the panel will look at innovation in asset management and discretionary solutions
that are increasingly being utilised to meet investors wealth management needs.
Chair:
Anthony J. Harper, President and Chief Executive Officer, BNY Mellon Managed
Investments, Asia Pacific
Panellists:
Andrew Hendry, Managing Director, Asia, M&G Investments
Mark Shipman, Head of Global Funds and Investment Management Sector, Co-head
of the Asia Pacific Financial Services Regulatory Group, Clifford Chance
Richard Mak, Head of Advisory Services, Asia, Pictet & Cie
Sascha Banz, Managing Director, Head of Investment Consulting, Hong Kong,
Credit Suisse
Notes
1:00 – 2:00pm
Luncheon
Location: Granville Room
2:05 – 3:00pm
Breakout sessions
a. Case studies: tools and methodologies for efficient portfolio allocation
The investment landscape has changed significantly since the Global Financial
Crisis. A vast array of tools and products for gaining market access, generating
yield and managing market risks are available to investors. How do we determine
which are most effective at meeting the needs of investors?
Citi explores some recent successes in credit and credit-linked products which
offer attractive risk/return profiles, and which can support efficient portfolio
allocation.
Moderators:
Bernard Wai, Managing Director, Head of Asia Pacific Private Client Solutions
Investor Sales, Citi
David Weiss, Director, Head of Structured Credit Sales and Solutions, Asia-Pacific, Citi
b.Exploring the differences between the perceptions and reality of the Asian HNWIs
Following the morning introduction to M&G’s research on high net worth
investors, Ben Cherrington will lead an interactive discussion, exploring and
debating salient insights from the findings. In particular, the session will explore
notable differences between the perceptions and reality of the profile, behaviour
and key financial motivators of Asia’s high net worth individuals.
Moderator:
Ben Cherrington, Director, Intermediary Channels, Asia Pacific, M&G Investments
c.The evolution of technology influencing the buying habits and manufacturing of
structured products
We would like to take this opportunity to discuss advisory, technology and solution
driven approaches to family offices and independent asset managers.
In this day and age we believe investors are much more knowledgeable, and with
the next generation inheriting wealth they are even more focused on solutions
rather than opportunistic trades. The difference in this culture offers a different
investment approach and mentality that we would like to discuss at this round table.
Moderators:
Eugene Lee, Head of Financial Products Advisory, APAC, Vontobel Investment
Banking
3:00 – 3:30pm
High tea and networking session
3:30 pm
Close
Notes
BIOGRAPHIES
MC
In Conversation with CEOs - Panellists
Shruti Advani
Claude Haberer
Shruti Advani has been Editor of
Asian Private Banker since 2009.
She previously worked as an anchor
and Associate Stocks Editor for
Bloomberg Television. Ms Advani
is acknowledged in Hong Kong
banking circles as an authority on
private banking. She is a frequent
speaker and moderator at industry
events, as well as jury Chairperson
for the Asian Private Banker Awards
for Distinction.
Claude Haberer is CEO Wealth
Management Asia. Prior to joining
Pictet Group, Mr. Haberer held
a number of senior management
positions within BNP Paribas,
including CEO BNP Paribas Private
Bank North Asia. A French national,
Mr Haberer speaks French, English,
Mandarin Chinese, Russian,
German and Spanish. He holds a
Master’s degree in Chinese Language
and Civilisation from the Institut des
Langues et Civilisations Orientales
of the Université de Paris, and a
Master of Business Administration
from the Ecole des Hautes Etudes
Commerciales (HEC).
Editor
Asian Private Banker
Chief Executive Officer Asia
Pictet Wealth Management Asia
Mr Haberer is also the President of
Association Ricci and is a knight in
the Ordre National du Mérite of the
French Republic.
Ian Pollock
Jean-Claude Humair
Regional Head of Private Bank
International, North Asia
ABN AMRO Private Bank
Group Managing Director, Regional
Market Manager, Hong Kong
UBS Wealth Management
Ian Pollock joined ABN AMRO
Private Banking in April 2013 as
Regional Head of Private Bank
International, North Asia. As a
member of the Asia & Middle
East Private Banking Management
Team, Mr Pollock is responsible
for the management and further
development of the private banking
business in North Asia. Mr Pollock
has spent the better part of his
30-year career in Hong Kong,
most recently as CEO for VP
Bank in Asia. He has previously
held senior regional management
positions, including as Deputy
CEO, COO and CFO, at Julius Baer,
HSBC Private Bank and Republic
National Bank of New York. He has
extensive experience in the wealth
management industry and intimate
knowledge of the region to drive the
continued growth of the Bank North
Asia business.
Jean-Claude Humair is Group
Managing Director and Regional
Market Manager, Hong Kong, at
UBS Wealth Management. He
is responsible for managing and
leading the growth strategy of Hong
Kong-domiciled clients. He joined
UBS in Geneva in 1981, and from
1985-1990 worked in London and
New York. Between 1991-1995,
Mr Humair was a Client Advisor,
handling ultra high net worth
clients in Geneva, before moving to
Hong Kong in 1996. After a stint as
Country Team Head, Hong Kong,
from 2003-2006, Mr Humair spent
four and a half years in Tokyo as
CEO of UBS Wealth Management,
Japan. He relocated to Hong Kong
in 2011.
Mr Pollock is a qualified member
of the Institute of Chartered
Accountants of Scotland.
Mr Humair graduated in Economics
at the Ecole Superieure de
Commerce La Chaux-de-Fonds in
Switzerland. He speaks English and
French.
Vincent Chui
Managing Director
Head of Asia Institutional Equity
Distribution & Private Wealth Management
Morgan Stanley
Vincent Chui is a Managing Director
of Morgan Stanley. He is Head of Asia
Institutional Equity Distribution and
Chief Executive of Morgan Stanley
Asia International Limited, the private
banking platform of the firm in the
region. He sits on the firm’s Equity
Operating Committee and Asia
Executive Committee.
Mr Chui began his career with
the Administrative Service of the
Hong Kong government. He joined
Morgan Stanley in 1996 and became a
Managing Director in 2000.
Mr Chui is a member of Deposittaking Companies Advisory
Committee and Financial
Infrastructure Sub-Committee of
Exchange Fund Advisory Committee.
Previously, he served on the Central
Policy Unit and Securities and Futures
Appeal Tribunal.
He holds an MBA jointly conferred
by Kellogg School of Management,
Northwestern University and Hong
Kong University of Science and
Technology.
Presenters, Panellists and Moderators
Andrew Hendry
Managing Director Asia
M&G Investments
Andrew Hendry joined M&G
Investments in 2011 as Managing
Director of Asia, based in Singapore.
Prior to joining M&G, he advised
asset managers, private banks
and hedge funds on pan-regional
expansion and asset gathering. Mr
Hendry was previously at Capital
Group Companies for 10 years,
during which time he worked in
private equity, institutional client
relations and global distribution
relationships. Mr Hendry has
worked in Los Angeles, London,
Geneva and Singapore. He
has 15-year’s experience in the
investment management industry.
Mr Hendry is a CFA charterholder
and holds an MBA from INSEAD.
He has an MA in Economics and
French from the University of St.
Andrews in the UK.
Anthony J. Harper
Ben Cherrington
Director, Intermediary Channels,
Asia Pacific
M&G Investments
Managing Director, Head of Asia Pacific
Private Client Solutions Investor Sales
Citi
Anthony J. Harper is President
and Chief Executive Officer for
Managed Investments – Asia Pacific
at BNY Mellon. He is responsible
for the company’s strategic objective
to launch and grow a managed
accounts business in the region.
Before relocating to Hong Kong
in late 2012, Mr Harper was CoPresident of Pershing Managed
Account Solutions and Managing
Director for Pershing LLC and
Lockwood Advisors, Inc., both BNY
Mellon companies.
Ben Cherrington joined M&G
Investments in 2009 as a
Partnerships Development Director,
dealing with the UK’s Life Company,
Platform and Advisory community.
During the previous 10 years, Mr
Cherrington held similar roles at
Henderson Global Investors, New
Star and Skandia, where he worked
in the fund selection team.
Bernard Wai is a Managing Director
and Head of Private Client Solutions
group, based in Hong Kong. He
has served in a variety of capacities
since joining Citi in 2002, including
Head of Retail Structured Products
Sales and Head of Pan Asian Equity
Derivatives and Convertible Bond
Sales, in Hong Kong and Tokyo.
His group is responsible for the
marketing and execution of multiasset structured solutions for
financial intermediaries, including
private banks and consumer banks,
and their clients. Mr Wai began
his career as an equity derivatives
salesperson covering hedge funds
at Morgan Stanley. He holds a BS
in Economics from The Wharton
School of the University of
Pennsylvania in the US.
President and Chief Executive Officer
BNY Mellon Managed Investments,
Asia Pacific
Prior to his role at Pershing, Mr
Harper was President of PNC
Managed Investments Inc. He joined
PNC Global Investment Servicing
(formerly PFPC Worldwide, Inc.)
in 2004 to establish the company’s
product development and strategy
unit responsible for investor services
and securities services globally.
Mr Harper holds a Bachelor of Arts
degree from The Johns Hopkins
University and a Graduate Diploma
from The University’s Paul H. Nitze
School of Advanced International
Studies. He was an English-Speaking
Union scholar.
Mr Cherrington has a BA in
Business Studies, specialising
in Finance, from Bournemouth
University in the UK. In November
2013, he relocated to Asia as Sales
Director, Intermediary Channels,
Asia Pacific.
Bernard (“Bernie”) Wai
David Weiss
Director, Head of Structured Credit Sales
and Solutions, Asia-Pacific, Citi
David Weiss is Director and
Head of Structured Credit Sales
and Solutions, Asia Pacific. He is
responsible for developing and
delivering Citi’s comprehensive suite
of structured credit opportunities,
ranging from traditional structured
credit products for investment to
credit-driven liability management
transactions and financing-based
solutions.
Mr Weiss began his career with
HSBC in New York, later moving
to London as a member of HSBC’s
European flow and structured
credit sales force. He then moved
to Hong Kong, ultimately taking
responsibility for HSBC’s regional
credit structuring. He joined Citi
in 2012. Mr Weiss is a graduate of
Babson College with a Bachelor of
Science in Business Management,
and holds a Juris Doctor from The
Chinese University of Hong Kong.
Eugene Lee
Head of Financial Products Advisory,
APAC
Vontobel Investment Banking
Eugene Lee is the Head of Financial
Products Advisory, APAC, at
Vontobel Investment Banking. In
2012, he was Global Head of Sales
at E Funds International, China’s
largest asset management by assets
under management. From 20102012, Mr Lee served as the Cohead of Global Markets and the
Head of Equities, APAC at BBVA.
He also served as an advisor to
CITIC Carbon Asset Management,
a subsidiary of the CITIC Group.
From 2006-2010, Mr Lee was Head
of Wealth Management, APAC
at HSBC Global Banking and
Markets. From 1997-2006, he held
various management roles in the
Investment Bank and Private Wealth
Management at J.P. Morgan and
Morgan Stanley.
Garth Bregman
Matthew Newick
Garth Bregman has been Regional
Head of Discretionary Portfolio
Management, Asia, since 2012. He
was previously Head of Investment
Services for BNP Paribas Wealth
Management in London. Before
this, he was Head of Discretionary
Portfolio Management for BNP
Paribas Wealth Management in the
Netherlands, where he managed
a team responsible for high net
worth, ultra high net worth and
institutional client portfolios, as
well as a range of asset management
funds for both retail and
institutional investors. Mr Bregman
has significant asset
management and wealth
management investment experience
across multiple asset classes.
Matthew Newick is a Partner and
Head of Litigation & Dispute
Resolution, Asia Pacific, based
in Hong Kong. He specialises in
banking disputes, and regulatory
investigations and enforcement.
His practice has spanned the full
range of civil, criminal, regulatory,
administrative and arbitral tribunals,
and involved regulators and courts
around the world. Mr Newick’s work
has included acting for and against
securities and derivatives exchanges
(including the prosecution of
disciplinary proceedings on behalf
of exchanges); insolvency related
issues, and complex conflict of law
and jurisdiction issues, including
anti-suit injunctions.
Head of Discretionary Portfolio
Management, Asia
BNP Paribas Wealth Management
He holds a Bachelor of Science
degree in Actuarial Science. He is
a CFA charterholder, and holds
an Executive MBA from INSEAD,
where he graduated with distinction.
Mr Bregman also holds a Master’s
degree in Comparative East-West
Philosophy from the University of
Hawaii.
Partner and Head of Litigation &
Dispute Resolution, Asia Pacific
Clifford Chance
Mr Newick is a recognised globally
in major legal directories, including
Legal 500 and Chambers.
Mark Shipman
Head of Global Funds and Investment
Management Sector
Co-head of the Asia Pacific Financial
Services Regulatory Group
Clifford Chance
Mark Shipman is Clifford Chance’s
Head of the Global Funds and
Investment Management sector
and Co-head of the Asia Pacific
Financial Services Regulatory
group. He has extensive experience
advising managers, sponsors and
investors on all types of funds,
structured as corporate vehicles,
limited partnerships and unit trusts,
both open-ended and closed-ended,
including hedge funds, private
equity funds, real estate funds,
special opportunity funds, as well as
China-related funds.
Mr Shipman joined Clifford Chance
in 1991 and has been a partner since
2001. He was admitted as a solicitor
in England and Wales in 1990 and
in Hong Kong in 1997. He is a
member of the Executive Committee
of AIMA and the Technical SubCommittee of the HKVCA. He
is also a member of Hong Kong’s
Financial Services Development
Council and a member of the
Advisory Committee to the Hong
Kong Securities and Futures
Commission.
Mourad Tahiri Alaoui
Managing Director, Regional Head of
Portfolio Management, Asia
Pictet & Cie
Mourad Tahiri Alaoui has 20 years
experience in wealth management.
He joined Pictet & Cie (Asia) Ltd
in April 2012 as the Regional Head
of Portfolio Management. Prior
to joining Pictet, Mr Alaoui spent
16 years at BNP Paribas, leading
various teams in Europe and Asia.
As the regional head of Portfolio
Management based in Hong
Kong, Mr Alaoui led a team of
investment professionals to develop
an investment platform and build
successful strategies. In Switzerland,
he was responsible for a team of
equity, fixed-income and long/short
portfolio managers.
Mourad holds a Master’s degree in
Finance from University Paris I and
a Telecommunications Engineering
degree from University Paris XIII.
Sascha Banz
Sean Cochran
Managing Director, Head of Investment
Consulting, Hong Kong
Credit Suisse
Managing Director, Head of Mandate
Specialists, Asia Pacific
UBS Wealth Management
Sascha Banz is a Managing Director
of Credit Suisse in the Private
Banking division, based in Hong
Kong. He is responsible for the
Investment Consulting Desk for
Greater China and Emerging Asia
Markets in Hong Kong. He served as
a member on the Managing Director
Evaluation Committee (MDEC)
during 2013.
Sean Cochran was appointed Head
of Mandate Specialists for UBS
Wealth Management Asia Pacific
in April 2014. He is based in Hong
Kong and leads a team of investment
specialists across Asia who advise
private clients and family offices
on the use of UBS’ Discretionary
Mandate portfolios to achieve their
investment objectives.
Mr Banz rejoined Credit Suisse in
1999 from PriceWaterhouseCoopers,
where he worked in the audit and
business assurance services, with a
focus on the financial Industry. He
previously worked at Credit Suisse
Switzerland in client- and salesrelated functions across various
departments since 1988.
Mr Cochran joined UBS Wealth
Management in 1997. Prior to this
current role, he was Market Manager
for UBS Wealth Management in
Sydney. He previously held various
leadership positions in the US and
Singapore.
Mr Banz holds a Bachelor of Arts
degree from Lucerne University of
Applied Sciences in Switzerland. He
is also a CAIA charterholder.
Mr Cochran holds an MBA in
Finance from the Columbia Business
University in the US, and is a
Certified Financial Planner.
Investment Advisory Council
Angel Wu
Regional Head of Products & Solutions,
Asia and Middle East
ABN AMRO Private Banking
Angel Wu began her career in
financial industry as an equity
analyst with Bank of East Asia.
She assumed her current position
as Regional Head of Products
& Solutions in 2010. Ms Wu is
responsible for managing teams
in the following areas: Investment
Strategy & Portfolio Expertise,
Investment Products, Treasury &
Special Products, Dealing, Private
Lending, Investment Counseling,
and Wealth Structuring and Estate
Planning.
Ms Wu was previously an
investment strategist at Citibank
Private Banking, Hong Kong,
and held senior positions at Dah
Sing Private Banking as Head of
Investment Advisory and ABN
AMRO Private Banking Hong Kong
as Head of Special Products.
Ms Wu is a CFA, CFP and FRM,
and holds a Bachelor’s degree
in Economics from Hong Kong
University.
Belle Liang
Jaye Chiu
Richard Mak
Belle Liang has been the Head
of Investment Advisory at Hang
Seng Bank since 2011, dedicating
her time to servicing the Bank’s
relationship managers and high net
worth customers. Her primary focus
entails delivering comprehensive
investment portfolio strategy and
product expertise based on clients’
wealth management goals and
objectives. Previously Ms Liang
worked as a research analyst at
an investment bank, and was the
Head of Research at a Hong Kong
brokerage house, specialising
in equities. She has extensive
experience in fulfilling her current
role as a leader of the Bank’s
investment specialists to provide
investment strategy and product
advisory services.
Jaye Chiu has been Head of
Investments for EFG Asset
Management (Hong Kong) since
2014. Based in Hong Kong, he
has executive responsibility for
providing portfolio management
and advisory services to high net
worth, ultra high net worth and
institutional clients. Mr Chiu is
responsible for managing a team of
discretionary portfolio managers,
investment advisors and research
analysts that covers equities, bonds,
funds, alternative investments and
foreign exchange.
Richard Mak joined Pictet in 2011
to lead the Asia Advisory Team
to provide investment advisory
services to high net worth investors
in Asia. Prior to joining Pictet, he
was the head of Advisory-Asia at
BNP Paribas Wealth Management.
Mr Mak has 17 years of investment
experience in Japanese equity
investments with various institutions
such as Lombard Odier and Skandia
Asset Management, and has been
advising private clients on global
investments since 2003.
Head of Investment Advisory,
Hang Seng Private Bank
Ms Liang holds an MBA degree
from William E. Simon Graduate
School of Business in the US.
Head of Investments
EFG Asset Management (Hong Kong)
Mr Chiu started his professional
career with UBS Wealth
Management, initially as a portfolio
manager and, subsequently, as an
investment consultant. He was Head
of Profiled & Fund Mandates for
BNP Paribas Wealth Management,
were his team was responsible for
the management and marketing
of multi-asset class investment
portfolios in Hong Kong and
Singapore. Before joining BNP
Paribas, he was a discretionary
portfolio manager at HSBC Private
Bank.
Mr Chiu has a Bachelor of Science
degree in Finance from Carnegie
Mellon University in the US, where
he graduated with honors.
Head of Advisory Services, Asia
Pictet & Cie
Mr Mak holds a CFA and has been
a member of the CFA Institute since
1993.
Rocky Cheung
Susan Chua
Rocky Cheung joined DBS Private
Bank in 2004. He is now leading
the Investment Advisory teams for
all client segments under Wealth
Management at DBS Bank (Hong
Kong) Limited. His teams provide
investment counseling services to
relationship managers and clients.
Mr Cheung has more than 19
years of experience in the financial
industry. Prior to joining DBS, he
gained exposure in fund houses,
securities houses and futures
exchange.
Susan Chua is responsible for the
development and delivery of wealth
solutions for BSI clients. She is
supported by a team of specialists
comprising portfolio managers
and advisors, investment and
product strategists, as well as wealth
planners. Ms Chua has more than 20
years of investment experience. She
held various positions at Citigroup
Private Bank’s Singapore and New
York offices for 13 years. Ms Chua
returned to Singapore in 2003 to join
Coutts, where she spent eight years,
and was instrumental in building
and developing the investment team.
Executive Director,
Head of Investment Advisory, HK
Wealth Management
DBS Bank
Mr Cheung holds two master
degrees, a Master of Investment
from HKUST, and Master of
E-commerce from CityU in Hong
Kong. He has his Bachelor degree
in Business Administration from
HKUST.
He speaks Cantonese, Mandarin,
English and Hakka.
Head of Wealth Management Services,
North Asia
BSI
Ms Chua is a CFA charterholder
with a diploma in Banking
and Finance. She received her
certification in bond trading from
the International Capital Market
Association, Switzerland. She is a
voting member of the BSI’s Global
Asset Allocation Committee and
chairs the Hong Kong Portfolio
Management Committee.
Notes
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