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UK

Simon Smales

HSBC Private Bank

RBC Wealth Management

Director, UK private
clients

Director, UK private
clients

UK

Sean Costello

Barclays

RBC Wealth Management

Vice president, ultra high
net worth and family office group

Director, UK private
clients

UK

Ojan Jamkhou

RBC Wealth Management,
Toronto

RBC Wealth Management

Vice president, strategic
initiatives

Head of credit, global trust
& wealth management – UK

Germany

Cora Pfab

F&C Thames River

Carmignac Gestion

Sales manager, Germany

Sales manager, Southern
Germany & Austria

UK

Linda Urquhart

Morton Fraser

Adam & Company

Chief executive

Non-executive director

UK

Alexa Henderson

Bankers Trust of New York /
Deutsche Bank

Adam & Company

Managing director,
investment performance business

Non-executive director

UK

Andy Mattocks

Coutts

Arbuthnot Latham &
Co.

Deputy head of global
strategy & change, RBS wealth division

Head of corporate
development

US

Terry Jenkins

BMO Harris

BMO Harris

Head of private banking,
Illinois, Washington, Virginia, Arizona and Florida

Executive vice president
& head, US private bank

US

Lisa Maurer

Hascoe Associates

Citi Private Bank

Investment analyst

Director, family office
group

US

Steven Young

Deutsche Bank AG

Citi Private Bank

Managing director and senior
private banker

Managing director & UHNW
private banker

UK

Sabrina Del Prete

Barclays

Coutts

Head of strategic
partnerships

Managing director, head of
client solutions

UK

Keith Wilson

Barclays Wealth and
Investment Management

Coutts

Head of product, Barclays
wealth advisory

Managing director, head of
products & services development

Singapore

Johnny Heng

Credit Suisse

Coutts

Managing director for
UHNWI

Managing director and head
of active advisory, Asia

UK

Paul Farrow

The Telegraph Media
Group

Coutts

Personal finance editor

Editor, products &
services communications

UK

Ben Hunt

Barclays Wealth

Coutts

Co-head of structured
products

Managing director, head of
derivative products

US

Jordan Szekely

Goldman Sachs

Evercore Wealth
Management

Wealth adviser

Vice president &
financial adviser

Hong Kong

Fan Jiang

Goldman Sachs

J.P. Morgan Private Bank

CIO, private wealth
management

Asia chief investment
strategist

Singapore

Edmund Teo

Russell Investments

Mercer

Regional director

Director, Asia wealth
management

Singapore

Pierre DeGagne

Standard Chartered Bank

Mercer

Head of funds selection

Principal consultant, Asia
wealth management

UK

Stephen Hunter

Cornelian Asset Managers

Rathbones

Director, private client and
charity team

Investment director,
Edinburgh

UK

Paul Stibbard

Baker McKenzie

Rothschild Trust

Head of wealth management
department

Senior adviser

UK

Richard Killingbeck

Credit Suisse

WH Ireland

Managing director, UK
private banking

Head of private wealth
management

Indonesia

Sean Straton

Westpac Private Bank

JP Morgan Private Wealth

General manager, Southeast
Asia

Executive director,
Indonesia coverage team

Singapore

Hans-Peter Borgh

ANZ

ABN Amro Private Banking

Regional head of affluent
banking Asia Pacific

CCO, Asia & Middle
East

New Zealand

Philip-Houghton Brown

OnePath New Zealand

Mercer

CIO

Head of investments, NZ

Malaysia

Roni Abdul Wahab

Credit Suisse

HSBC Bank Malaysia Bhd

Head of Malaysia
coverage

MD, head of global
banking

Australia

Leah Mallett

MLC

MLC

Adviser, practice
management

Head of advice programmes,
business development

Malaysia

Vince Au Yoong See Weng

RHB Bank

RHB Bank

Acting director of retail
banking

Director of retail
banking