Having worked since February 2000 in Hong Kong and Singapore, Stephan has over twenty five years of experience in the banking sector, in the fields of capital markets, asset management and private banking.

Before founding WMA , Stephan was the Asia CEO of UBP Private Banking (SG & HK) until June 2015, and held a number of high-profile positions at Swiss-Asia (CIO and managing partner, SG & HK), Deutsche Asset Management (MD-Regional head of Sales, SG & HK), Citigroup Private Bank (MD, HK & SG) and BNP Paribas (Head of Treasury APAC and Fixed Income, SG).

Stephan, a French-born Singaporean citizen, holds a Master in Economy & Finance from Sciences Po, Paris and a B.A. in Applied Mathematics from the Université de Paris-Dauphine, Paris.

Kenny has over 25 years of experience in the financial sector, having held senior positions with buy-side and sell-side financial institutions.

Prior to joining WMA as its Head of Investment Services, Kenny was a Portfolio Manager at Marathon Asset Management. He was responsible for managing the Asian Credit portfolio of the Emerging Market Debt funds.

Kenny started his career in 1992 at JP Morgan with various trading desks in the fixed income, foreign exchange, interest rates and equity derivatives markets. He moved to Credit Suisse in 2000 and was heading the Asian Credit Trading business. He then spent 3 years at DBS, starting up their Asia High Yield Trading business from 2009 till 2012.

Kenny, a Singaporean citizen, holds both the Bachelor of Commerce (Hons) and Bachelor of Economics degree from the University of Adelaide.

Colin has been in the banking and finance industry since 2013, starting out in mortgage sales before moving on to product management in OCBC Bank and American Express International Inc.

Immediately before joining WMA, Colin completed a full-time MBA with the National University of Singapore, specializing in finance, and he was elected by his peers to be the president of the NUS MBA Finance Club. Colin completed the last part of his NUS post-graduation in an exchange program with the New York University - Stern Business School, did an internship with Goldman Sachs’ Private Wealth Management, and was a finalist in an Equity Analysis competition organized by Yale University.

Colin, a Singapore citizen, holds a Master of Business Administration and a B.Soc.Sci (Honours) in Political Science from the National University of Singapore.

Ms. Nirmala has over 25 year of working experience in the Private and Corporate Banking industry in Singapore, handling a wealth of responsibilities across operations, finance, human resources and compliance activities.

Before joining WMA as founding COO, Nirmala was working at UBP since 2008 as assistant to the Asia CEO, heading Human Resources and Office Management functions, following 9 years with BNP Paribas (in charge of South-East Asia Processing and Operations) and 8 years at Bankers Trust (supervising Private Banking Operations).

Nirmala has also been actively involved in the enhancements of operation systems for MAS 626 prevention of money laundering and countering the financing of terrorism, FATCA and other MAS directives, acting as the coordinating officer for regulatory matters with the MAS and all the other Asian governing bodies.

Nirmala, a Singaporean citizen, is a certified Human Resources Manager with the International Academy of Business and Financial Management, and read Compliance and Banking Risks at IBF and ABS.

Iriana joined WMA as Client Services & Administration, after more than 20 years of experience in the banking industry.

Iriana, a Singaporean national, started her career in finance with POSB then OCBC prior joining Bank of Tokyo Mitsubishi where she held various roles in Accounting Department.

Iriana then joined Clariden Leu in Marketing & Communication prior to joining UBP in 2012.

Leslie has been managing client money since 1995, working initially in active fund management firms before moving across to the private banking world in 2006.

Prior to joining WMA as a Managing Partner, Leslie was Asian head of Equity Advisory & Execution at Royal Bank of Canada Wealth Management.

Leslie started his career at DBS Asset Management where he was responsible for Singapore and Malaysian equity investments. He then served at a number of fund management companies including HSBC Asset Management and Lloyd George Management. He joined Citi Private Bank as portfolio counsellor in 2006 and went on to work at HSBC Private Bank. Leslie studied at University College London in UK.

Having worked since November 1984 in Seoul, Hong Kong and Singapore, MS has over 30 years of experience in the banking sector, in the fields of capital markets and private banking.

Before joining WMA as Managing Director-Senior Investment Advisor, MS was CEO of BOS Securities Korea Co. Ltd. and prior to that, MS was Managing Director/Global Market Head Korea of ING Asia Private Bank and Bank of Singapore. MS also held senior positions in Citibank, Korea and HSBC, Korea as Branch Managers and Sales & Distribution Head.

MS, a Korea Citizen, holds a Master’s Degree in Finance from Colorado State University, Fort Collins, Colorado, USA and a B.A. in Business Administration from Korea University, Seoul, Korea.

Elizabeth has dedicated her entire career, of over 30 years, to advising private clients, offering a highly personalised, professional and confidential wealth management service, and providing holistic advice on wealth preservation and legacy planning.

Prior to joining WMA, Elizabeth was Managing Director at LGT Bank (Singapore) Ltd for almost 2 years and Managing Director, Head of South East Asia, Rothschild Wealth Management and Director, Rothschild Trust for 12 years until 2016. Elizabeth has been covering Asia for over 20 years, living in the UK and Singapore. The industry awarded Elizabeth Banker of the Year in 2000.

Elizabeth, a UK Citizen and Singapore Permanent Resident, is an Associate of the Chartered Institute of Bankers, a member of the Society of Trust and Estate Practitioners and a member of the Singapore Institute of Directors.

Weng joined the financial sector in 1997 and has 19 years of experience in private equity investing across the Asia-Pacific region.

Prior to joining WMA, Weng was Senior Adviser of Affinity Equity Partners. From 2004 until 2014, he was Partner and Head of South East Asia for Affinity responsible for originating, executing and managing private equity investments across various markets. Prior to the establishment of Affinity as an independent fund manager in 2004, he was a Partner at UBS Capital, the proprietary private equity arm of UBS AG, and a member of the senior management team that spun the business out of UBS to form Affinity. From 1991 to 1997, Weng worked in the industrial sector for a family-owned engineering group.

Weng, a Malaysian citizen, holds a MBA in Finance and a BSc in Industrial & Management Engineering from the Rensselaer Polytechnic Institute in New York, USA.

Raymond joined the financial industry in 1996, and has over 20 years of experience in cross-assets sales in Asia.

Prior to joining WMA, Raymond was Head of Financial Institutional Sales at MUFG, following a short stint in 2011 with ANZ in the same role.

Raymond started his banking career with BNPP in 1996, where he worked with many different client segments, covering Private Banking Relationship Managers & their UHNW clients, Corporates, Sovereign Wealth Funds, Financial Institutions and Proprietary Traders. Later on, Raymond joined Barclays Capital as director, from July 2006 to May 2011, where he helped in restructuring the Bank Sales team to set up a new Private Bank Sales business unit.

Raymond is a Singaporean Citizen, and holds a Bachelor in Banking and Finance from Curtin University of Technology in Perth, Australia.

Roby has over 20 years of experience in General Management of financial and industrial companies in Indonesia.

Prior to joining WMA, Roby was working for his Family-owned group of companies.

From 2007 until 2018, Roby was an Executive Director with the credit and banking arm of the Family business, advising the firm on its strategic development, as well as supervising its senior management and finance functions.

And since 2000, Roby was also the CFO and Director of the textile Family business, responsible for the reporting and operating direction of the company.

Roby, an Indonesian citizen, holds a Master in Business Administration and Bachelor’s degree in Management Science from Golden Gate University, San Francisco, USA.

Justin recently joined the financial industry to support his family in setting up and managing its Private Investment Office.

Before joining WMA, Justin was in the recruitment industry, and with an avid interest in the financial markets, he has been involved in his family’s direct investments and portfolio trading for the past 3 years.

Justin’s family was previously into the confectionary business called Munchy’s, a Malaysian manufacturer of biscuits and wafers exported globally.

Justin, a Malaysian Citizen and Singapore Permanent Resident, holds a Bachelor of Business in Management from the Royal Melbourne Institute of Technology, Australia.

François has over 25 years of experience in General Management of luxury retail and food & beverage companies, in Belgium and Vietnam.

From 1994 to 2011, François was the CEO of his family’s company, Delvaux Group (est. 1829), a Belgian manufacturer of leather goods that has operated in the very high-end of the market for seven generations.

In 2011, François let enter a majority shareholder to develop the international exposure of the Delvaux brand, and since then he has remained board member and advisor to the company.

During those years, François also started and ran a few famous restaurants and catering companies in Bruxelles.

François, who relocated to Vietnam in 2011 to open a leather goods factory for high-end European and US brands, also founded in 2016 a Belgian Beer Craft Brewery along with a Brasserie in Ho Chi Min City.

François, a Belgian citizen, is an active YPO member in Vietnam (and founder of the Belgium chapter in 1990), and holds a Bachelor in Applied Economic Sciences from the University of Louvain, Belgium.

An independent wealth management specialist, providing high net worth individuals, families and institutional investors with financial advice on investment products, consolidated asset reporting and consulting services (on cost structure and business partner selection)

A firm committed to full transparency and independence from providers, with an absolute NO kick back policy, to guarantee at all times the alignment of interest with clients

A comprehensive serviced-office solution, acting as incubator for Single Family Offices, and aggregator of Independent Private Bankers and Asset-Managers

An integrated platform to foster business networking, club-deals, cross-fertilization of ideas, sharing of best practices and optimised Asset & Liability solutions

An alliance of like-minded investors and wealth advisors to benefit from a critical size community, to deliver superior and consistent returns with unbiased and unconstrained financial services

...an innovative Wealth Management Ecosystem

WMA's solution for ultra-high net worth individuals, families and institutional investors, provides a bespoke Private Investment Office with premises, full market access, accounts and risks consolidation, outsourced CIO, mentoring of next generation investors

WMA is privately owned, not related to or remunerated by any banks, brokers or asset-managers, to offer holistic, objective and best-in-class services

WMA is exclusively working for its clients, with no proprietary trading, no credit nor market risks for its own account, to prevent any conflict of interest

WMA's truly open-architecture enables traditional and new trading platforms, to get optimised terms and conditions with highest-standard business partners

WMA's fee model with the client as sole pay-master, and pricing tailored to client’s economic needs (flat-fee or performance-based or function of asset size), are the only way to ensure accountability and efficiency in financial advisory for clients

WMA's team of highly experienced and connected banking professionals is best-equipped to act as the trusted advisor to our clients

WMA's ecosystem brings a new client experience for Wealth Management services, re-aligning interest, re-establishing a sustainable and trusted partnership