Who's Who in Private Banking (Aug 2025)

Central to AllianzGI’s investment philosophy is the Power of Two – a synergistic combination of advanced technology and seasoned human expertise.

Navigating noises and biases with clarity and confidence

AllianzGI’s systematic ‘Best Styles’ offers investors a core equity allocation strategy to global equities

‘We don’t want people to just focus on one particular aspect of their portfolio… we want to pivot our clients to thinking more like institutional investors, with a view of the portfolio in its totality,’ says Dr Owi S. Ruivivar, chief portfolio strategist at Bank of Singapore.

Building resilient portfolios in today’s volatile world

Bank of Singapore’s new asset allocation framework aims to help its clients think of their portfolios more holistically

UBS’s 400,000 sq ft Asia Pacific office at 9 Penang Road is its largest across Asia Pacific and a showcase of sustainability and innovation.

Building wealth for tomorrow

Five decades on, UBS is proud to help shape Singapore’s financial landscape while driving innovation and creating impact

‘They are looking for highly curated opportunities, co-investment options, and often, solutions tailored to
specific sector interests or
geographic preferences,’ says
Raymond Ang, global head, private bank and affluent clients, and head, wealth and retail banking, Greater China and North Asia at Standard Chartered.

Standard Chartered supports UHNW families across borders and generations

From family offices to digital-first experiences, the bank is helping clients build resilient structures, navigate complexity, and create lasting legacies

Legacy begins with shared understanding and meaningful connection.

Navigating generational wealth: How UOB Private Bank’s DPM delivers stability through market cycles

As Asia’s wealth expands and priorities evolve across generations, its discretionary portfolio management (DPM) offers a steady hand – helping families manage risk, reduce emotional decision-making an...

Omar Shokur, Asia head of private clients at Lombard Odier, notes that the bank’s model is anchored in
continuity and stewardship.

Why Lombard Odier is the private bank of choice for Asia’s wealthy families

As client expectations evolve, Lombard Odier is helping families across Asia navigate legacy transitions, diversify portfolios and build strategies that reflect their long-term goals

Back row (from left): Michael Chng, Head of Investment Counselling, Southeast Asia; Ishan Sarkar, Head of Wealth and Premier Solutions, Singapore; Abhishek Mehrotra,
Market Head, Southeast Asia International; Chan Eng Chien, Market Head, Taiwan & Co Head Offshore China; Gautam Anand, Global Coordinator, Global India, MENA and
Europe; Hammad Hashmi, Market Head, Singapore, Malaysia and Indonesia. Front row (from left): Melissa Bacani, Head of Credit Advisory, Southeast Asia; Sharnika Silva, Head of Trust and Fiduciary Services, Southeast Asia; Tommy Leung, Head of Global Private Banking, South Asia; Laura Lim, Head of Platform and Business Management, Singapore; Kerri Lim, Head of Ultra High Net Worth Segment, Asia.

HSBC Private Bank leans on broad suite of services to partner ultra-rich families and entrepreneurs

Institutional expertise and succession planning increasingly in focus for entrepreneurial families

From left: David Nendick, Team Lead, Southeast Asia; Tom Road, Team Lead, Global Clients; Clare Yang, Team Lead, North Asia; Evonne Tan, head of Barclays Private Bank
Singapore; Ken Sze, head of Investments Asia.

Building wealth with purpose: How Barclays supports Asian families in wealth transition

Barclays Private Bank is helping younger HNWIs chart a values-driven, diversified wealth management path focusing on liquidity, lifestyle and legacy

‘We created an integrated platform serving ultra-high-net-worth families with institutional rigour. While banks excel in their core areas, we complement the ecosystem by bringing together crossborder
structuring, estate planning, and business financing in one coordinated solution,’ says Group CEO Shilpi
Chowdhary.

Shaping the future of global wealth

Lighthouse Canton redefines private wealth management for a new era of global investors

Amid disturbing headlines, staying the course in investments is challenging, but attempting to time markets risks greater downside.
WHO’S WHO IN PRIVATE BANKING

Stay the course – with a robust portfolio

US FEDERAL Reserve chairman Jerome Powell’s remarks at the Jackson Hole economic summit last week were the salve that stock and bond markets craved.