Independent Family Office Advisor,
based in London, UK
Gerard assists families and family offices in identifying unique private equity opportunities and in meeting their succession planning and philanthropic objectives. Gerard is also an advisor to Avington Financial Ltd., a London-based merchant bank which specialises in the luxury hospitality, real estate and consumer brand sectors, and Madeira Global, a NY based impact investment firm.
Gerard has held senior management positions at the global level at UBS, Barclays, HSBC and Merrill Lynch. His positions have included Vice Chairman, Global Emerging Markets at UBS, where he oversaw the bank’s relationships with key clients, Vice Chairman and before that Head of Europe, Middle East, Africa, and the Americas at Barclays Wealth. Previous roles included CEO HSBC Private Bank for Canada, the US and Latin America, Global Head for Product, Sales, Marketing and Communication at Merrill Lynch International Private Client, CEO Merrill Lynch International Trusts & Generational Planning, Country Head Merrill Lynch Private Client Brazil, and Associate Director at Merrill Lynch International Bank London for the Middle East, Western Europe and Latin America.
Prior to his career in Wealth Management, Gerard worked as an investment banker and international lawyer in the US, Europe and the Middle East.
Gerard holds an LLM from the School of Advanced Legal Studies at the University of London, a Juris Doctor from the American University in Washington, D.C., and a BA in International Relations from Columbia University, NY. He is a citizen of Canada and Malta, is conversant in six languages and has lived in Lebanon, Iran, Saudi Arabia, Greece, the UK, the US and Brazil. He resides with his family in London and maintains a home in Uruguay.
Christina M. Baltz,
Partner, Wealth Planning & Tax, WithersWorldwide
Based in New York, USA
Christina works with global families to develop and implement innovative and technically accurate planning strategies that address clients’ wealth planning, corporate and family governance, charitable planning and family office needs and objectives, across generations and borders. More specifically, she has advised domestic and international individuals, family offices, business owners and charitable organizations on tax, estate planning, governance and other legal issues, and has advised financial institutions on trust and compliance issues and estate planning products for private clients.
Christina has substantial experience in wealth management and structuring, having headed teams at UBS and JP Morgan, as well as working as a corporate and estate planning attorney at Cravath, Swaine & Moore and as a partner in the private client practice at Cadwalader, Wickersham & Taft. Her experience working at leading law firms and financial institutions has informed her wide-ranging perspective on clients’ requirements and the most effective and practical ways in which to create and implement tailored solutions for them.
Editor-in-Chief, Professional Wealth Management
based in London, UK
Yuri Bender is a financial journalist focusing on private banking, international asset management and capital markets. He has edited and launched a variety of titles at the Financial Times group and is currently Editor-in-Chief of the Professional Wealth Management pan-European and Asian magazine, website and events hub.
He has promoted and led debate on how private banks and asset management groups must match customer needs. He moderates panels on financial, business and cultural issues in Europe, the US and Asia, has reported from developing markets including Indonesia, Malaysia, China, Russia and Ukraine and writes a regular column for FTfm, the fund management section of the FT newspaper. He studied Investment Management at the London Business School.
Founder and CEO, Cornwall and Co Consulting Ltd
Based in London, UK
Kim is the founder and CEO of Cornwall and Co Consulting Ltd, which provides learning and development training to banks and financial institutions in Europe and the Middle East. The focus is on private banking, motivational speaking and project management. Clients include SG Hambros London, Gulf Bank Kuwait, Markaz Kuwait, Boubyan Bank Kuwait and the Kuwait Institute of Banking Studies.
He is also advising non-UK citizens on the holding of UK real estate.
With 36 years’ experience in private banking, with a strong leadership and management track record, Kim retired from SG Hambros Bank in November 2013 after 10 years covering the Middle East and Europe.
He developed the Middle East private banking business in particular by using valuable contacts acquired by living and working in the area from 1977 to 1984 as a financial consultant. He opened up new markets in Kuwait, Dubai and Abu Dhabi, gathered more than $700m of new assets, and helped integrated the purchase of ABN Private Banking and Barings Asset Management
From 1984 to 2002, as a vice president at Merrill Lynch Private Banking in London, Kim acquired and serviced a broad base of UK and European clients.
Kim became one of the first persons in the UK to become fully RDR compliant and then guided and mentored others to achieve this necessary and important qualification. Kim holds a law degree from Queens’ College Cambridge, passed Bar Exams and became a barrister at the Inner Temple.
Partner, Scorpio Partnership,
based in London, UK
Sebastian focuses on the execution and development of strategy recommendations for Scorpio Partnership. He has completed assignments around the globe for private banks, global banks, asset managers, family offices, technology firms, service providers, aggregators and start-up wealth management initiatives. He is also currently involved in creating and building education-based solutions for a number of clients.
He is a lecturer at The Swiss Finance Institute (formerly the Swiss Banking School) for its executive MBA programme, speaking on family offices and wealth management. He is also a regular commentator on the wealth management industry in the press and at conferences and academies.
Sebastian’s industry views have been broadcast on Bloomberg TV and CNBC and published in several leading industry journals, and publications.
Sebastian has been an advisory board member of the Wealth Congress since 2003. He is also the creator and faculty director of the International Wealth Management Academy developed with the Financial Times Group.
Before establishing Scorpio Partnership, Sebastian was the London-based managing editor of Global Private Banking, an Institutional Investor trade publication covering international wealth management. He joined in 1995 in Hong Kong to assist with the launch of Global Private Banking in Asia, having previously been with Euromoney.
Sebastian holds a first class BA (Hons.) degree in Modern History from University College London and was awarded an MSc (Econ.) with distinction from the London School of Economics.
Christian A. Edelmann,
Partner, Global Head Corporate & Institutional Banking and Wealth &
Asset Management Practices, Oliver Wyman
Based in London, UK
Christian A. Edelmann is a Partner based in the London office and the Head of Oliver Wyman’s Corporate &
Institutional Banking (CIB) and Wealth & Asset Management (WAM) practices.
Prior to his current role, Christian was based out of Hong Kong, running Oliver Wyman’s business in Asia-Pacific.
He has worked in depth with major financial institutions in North America, Europe, Asia and the Middle East covering a broad range of sell and buy side institutions as well as market infrastructure players.
Christian is the author of various of our landmark publications, including the 2015 edition of our annual report with Morgan Stanley on Wholesale & Investment Banking as well as our joint report with the Fung Global Institute on Asia Finance 2020. He regularly acts as a speaker at leading industry events.
Christian holds a Master degree in Law (summa cum laude) and a Master degree in Business and Economics (insigni cum laude) from the University of Basel (Switzerland). He has also earned the CFA (Chartered Financial Analyst) and the FRM (Financial Risk Manager) designation
CEO, Fowler Fox & Co group of companies,
based in Hong Kong
Simeon Fowler is the Founder and CEO of Fowler Fox & Co, a global private banking executive search firm. Prior to Fowler Fox Simeon was in Financial services for over 10 years. Simeon holds qualifications with the Chartered Institute of Bankers, Chartered Insurance Institute and holds a diploma in financial planning and investment management.
Fowler Fox & Co Group of companies was established over a decade ago to offer the world’s best Private Banks a bespoke solution in the search for global talent. We have been tracking key talent for many years and advise when to approach these high caliber private bankers and to position their opportunities in a concise, compelling and thought provoking manner.
Fowler Fox has representation in London, Switzerland, Singapore and Hong Kong. Our market knowledge and embedded contacts enable us to offer wider ranging strategic advice to Private Banks as well as timely and targeted talent hiring solutions. Our reputation of innovative thinking and expert knowledge on talent acquisition is industry recognized.
based in Singapore
Julia is a Financial Services Partner with PwC, based in Singapore. She is the key Client Relationship Partner for a number of our private banking clients. In this role, she regularly engages senior executives at the private banks at the business level with PwC’s point of view about industry trends and brings in experts to help the banks in areas ranging from client engagement programmes, technology programme management, risk, regulatory, tax and compliance matters.
In her functional capacity as a risk specialist, she has led a range of risk projects with the private banks and banks to help them manage the operational risk, transformation risk and regulatory risk as their businesses transform as a respond to either strategic or regulatory changes. She provides constructive challenge to her clients and guides them in managing the risks associated with the changes to help them gain confidence in their programmes.
Julia has a Bachelor of Accountancy from the Nanyang Technological University in Singapore and is a FCA member with the Institute of Chartered Accountant of England and Wales. She has worked with PwC in Singapore and London.
Shelby du Pasquier,
Partner, Head of Banking and Finance Group, Lenz & Staehelin,
based in Geneva, Switzerland
Shelby R du Pasquier is a partner at Lenz & Staehelin where he is the head of the banking and finance group in Geneva. In this context, he advises Swiss and international financial institutions in all banking matters with a focus on regulatory issues and internal investigations. Mr du Pasquier is a frequent speaker at professional conferences. His publications include a number of contributions and articles on banking law and financial services, hedge funds and private equity. He has served as vice chair (2001-2005) on the IBA sub-committee I1 (private funds) and as expert on the SIX Swiss Exchange. He is regularly distinguished by a number of nominations in professional directories, including Chambers, Who’s Who Legal and IFLR in banking, capital markets and investment funds. He is a board member of the Swiss National Bank.
Mr du Pasquier has been a partner at Lenz & Staehelin since 1994. He completed both a business degree and a law degree at Geneva University in 1983. He also obtained an LLM from Columbia University School of Law in 1988. He speaks English, French, German and Spanish.
Economics editor, The Banker
Silvia Pavoni is the economics editor of The Banker, for which she has on international trade, sovereign debt crises, capital markets and wealth management.
Silvia is in charge of The Banker’s Latin America section, the research behind the annual ranking of international financial centres as well as multimedia content for thebanker.com. She has reported from a number of developed and emerging markets – including Brazil, the United States, Italy and Hong Kong, among many others – with both written and filmed pieces.
As part of her role, she regularly conducts high-level interviews with finance ministers, central bank governors and senior bankers. She represents The Banker at various international events, including the annual meetings of the IMF/World Bank and the Inter-American Development Bank, and has chaired numerous conferences and panel discussions on banking, trade and investment.
Previously, Silvia was online editor of Public Private Finance, a news and data service for the UK public private partnerships community. She has also conducted research for organisations such as the Italian Chamber of Commerce and Industry for the UK and the Italian Trade Commission.
Silvia is Italian mother-tongue and is fluent in English and Spanish. She holds a BSc in Economics and Finance from Ca’ Foscari University of Venice.
Research Director Wealth Management, AITE Group,
based in Boston, USA
Alois Pirker is a research director at Aite Group, LLC, specializing in trends in the wealth management market. He has published extensively on topics including the registered investment advisor space, financial planning, separately managed accounts, and advisor-focused platforms and tools.
Before joining Aite Group, Mr. Pirker was an Analyst within Celent’s Securities & Investments Group, where he published several studies and advised clients on new strategic technologies in the financial services marketplace.
Prior to working for Celent, Mr. Pirker was an Associate Director of investment solutions at UBS Wealth Management in London. In this role he developed business requirements and managed the delivery of various initiatives targeted at the launch of UBS’ separately managed accounts business within the five largest European wealth management markets (the U.K., Germany, France, Italy and Spain). Before assuming this role, he led a team of business analysts responsible for all data warehousing/reporting requirements for the implementation of UBS’ European wealth management platform.
Before moving to London, Mr. Pirker was a data architect within UBS’ enterprise data warehouse program in Switzerland.
Mr. Pirker holds BS and MS degrees (Diplom-Ingenieur) in applied computer science from the University of Klagenfurt in Austria. He also studied at the École Polytechnique Fédérale de Lausanne in Switzerland, where he wrote his master’s thesis on data management. He is fluent in English and German and proficient in French.
based in London, UK
Amin Rajan is the Chief Executive of the Centre for Research in Employment and Technology in Europe (CREATE) – a pan-European network of prominent researchers undertaking high level advisory assignments for the UK Government, City institutions, multinational companies and international bodies such as the EU, OECD and ILO.
He has also acted as a senior consultant to companies such as ABN-AMRO, Aegon Group, Barclays, BP, BT, Citigroup, Corning, Deutsche Bank, EDS, Fiat, Ford, GSK, HSBC, IBM, ICI, ICL, KPMG Legal & General plc, Lloyds TSB, Merrill Lynch Investment Management, Microsoft, Morgan Stanley, Motorola, Proctor & Gamble, Prudential, Rolls Royce, Royal Bank of Scotland, Royal SunAlliance, Shell, and UBS.
As well as appearing on radio and television regularly, he contributes feature articles to The Financial Times, Global Investor, The Guardian, The Sunday Times, and The London Evening Standard. He has published numerous books and articles on leadership, business cultures, socio-economic forecasting, globalisation, new technologies, diversity and new business models.
He has presented the results of his work at over 100 major events in the USA, Europe and Asia-Pacific in the last five years. His expertise covers, amongst others, leadership and new business models in financial services. He is the author of 11 best selling research reports. He is a visiting professor at the Cass Business School, London Metropolitan University, Centre for Leadership Studies at Exeter University, President of the Scientific Committee at Audencia – Nantes Ecole de Management in France, and on the Editorial Board for the Journal of Asia-Pacific Business. In 1998 he was awarded the Aspen Institute’s Prize in leadership. It is a subject on which he has done extensive research involving some of today’s outstanding business leaders. In two resulting publications, he has developed a close link between leadership, strategy and the emerging business models. His work has proved so influential that he now provides leadership coaching to Chief Executives, executive committees and investment specialists in different companies.
based in Switzerland
Ray Soudah is the founding partner and chairman of MilleniumAssociates, the independent international M&A and Corporate Finance Advisory firm, based in Switzerland and the UK. Founded in 2000, MilleniumAssociates specialises in M&A and advisory services for the global financial services industry with particular focus on the global wealth and asset management sectors. As founding partner and chairman Ray takes a strategic advisory role, supporting the operational team and developing MilleniumAssociates’ broad network of senior contacts with financial services companies, investors, institutions and sovereign funds globally.
Ray has enjoyed a long and varied career in the global financial services arena working in territories as diverse as the US, Asia, Middle East and Europe. Prior to forming MilleniumAssociates Ray was Managing Director and member of the Private Banking Management Board for SBC/UBS AG where he created and led the global corporate strategic acquisition and development team in asset/wealth management and private banking. Earlier positions include; Chief Investment Officer, Chief Financial Officer and member of the Executive Board of Cedel Bank (renamed Clearstream); Chief Investment Officer for the National Bank of Bahrain including Head of International Banking and Private Banking; CEO of Hong Kong, CEO of Japan, Head of Global Capital Markets office (London) and head of FIG for Midland Montagu Investment Banking and MD/CEO of Midland Montagu Securities as well as various senior positions within Citigroup, including Head of Asia Pacific Treasury and Capital Markets.
Ray is a Harvard Business School & INSEAD Alumnus. He has multicultural, multilingual wealth management and private banking/investment banking expertise. Ray is a patron of the British Swiss Chamber of Commerce and speaks English, French, Greek and Japanese.
Global Head of Market Intelligence, Capgemini Financial Services,
based in Virginia, USA
With over 15 years of strategy and transformation consulting experience within the U.S., Europe, and Asia, Bill Sullivan is the Global Head of Capgemini’s Financial Services Market Intelligence Group. His main fields of expertise are market analysis and sizing, competitive and trends analysis, primary research initiatives, strategic transformation, and Social Media. He has worked extensively in the Financial Services industry with a focus on Wealth Management.
As Head of Global Financial Services Market Intelligence, Bill manages a team of strategy consultants, sector analysts, and information researchers who bring together a wide range of strategic research and analysis capabilities to help Capgemini’s financial services clients across the globe address complex, strategic issues. He is responsible for Capgemini’s global financial services thought leadership studies and has contributed to the development of the World Wealth Report and Asia-Pacific Wealth Report for the last 10 years, including program management for the past eight editions from 2007 through 2014. He has also program managed the 2009 through 2012 Capgemini U.S. Metro Wealth Indexes and the inaugural U.S. Wealth Report 2014.
Before running the Market Intelligence team, Bill oversaw the Capgemini’s Global Wealth Management Center of Excellence. Previous positions include running Capgemini’s Global Financial Services Lab in Paris, France and managing the Americas’ Strategic Research Group based in Cambridge, Massachusetts.
Bill was born in Boston, Massachusetts and graduated with a degree in Economics and Psychology from Tufts University in Medford, Massachusetts. He currently resides in Virginia with his wife and two daughters after working 2009 through 2012 in Hyderabad, India.
Co-founder, Head of Marketplace & Content, The Wealth Mosaic,
Based in London, UK
Stephen is a research analyst focused on the global wealth management sector. With 12 years’ experience in the sector, he has recently co-founded a new global digital market network dedicated to bringing wealth managers and solution providers closer together based on transparency and knowledge, called The Wealth Mosaic.
With a specialist focus on wealth management, Stephen has been involved in over 70 different research projects covering a board variety of wealth manager types, a broad range of different service providers to the sector including technology, consulting, accounting, philanthropy, trust, investment managers and government, and covering a wide array of geographies international jurisdictions covering North America, Europe, Asia and Latin America.
In terms of project experience, Stephen has led or supported projects focusing on: market analysis, sizing and gap analysis; competitive intelligence and benchmarking; market entry strategy; client, advisor and intermediary insight; partnership identification and strategy, sector overview reports and more specific work looking at a range of relevant technology areas such as portfolio management, digital tools and client onboarding.
In Stephen’s current role, his interest is focused on broadly understanding the evolving business needs of wealth managers and, to support those needs, has built a platform that supports the discovery, understanding, engagement and tracking of the deep and changing marketplace of solutions and solution providers that seek to service this market and those needs.
Senior Partner, Global Consulting Leader for Investments within Mercer’s Multinational Client Group and the Global Head of Mercer Investments’ Wealth Manager and Global Technology Solutions business,
based in UK
Cara leads Mercer’s four regional wealth management consulting teams, business development and retail research development of Mercer’s WM proposition for financial intermediaries and retail platforms.
Cara has over 19 years of experience in the pensions and investment industry, and began at Mercer’s investment consulting business as Global COO in April 2005. Before joining Mercer in the UK, Cara worked in New York with Merrill Lynch Investment Management, and also for the French bank, CDC, in its Investment Management group.
Cara began her career in finance as a financial adviser with Merrill Lynch in New York. Prior to working in the investment industry, she was responsible for budgets and logistics for US Army and NATO MWR deployments.
Cara graduated from the University of Michigan, Ann Arbor with a BA, and from The University of Hartford with an MBA in Finance.