Celebrating Women in Private Wealth

Private Inspiration

Private wealth is full of female pioneers and trailblazers — women who have broken down barriers and shattered glass ceilings, who have overcome career challenges, pushed boundaries, and paved the way for a generation of young women to follow in their footsteps.

These are their inspiring stories from the worlds of private banking and family offices.

Private banking

Annie Chu

HEAD OF BUSINESS MANAGEMENT, INVESTMENT SERVICES ASIA | UNION BANCAIRE PRIVÉE (UBP)

Annie Chu shares her experience transitioning from a chemical engineering background to the world of finance, and how stepping outside of her comfort zone can become a transformative experience. She also provides insights into how technology enhances the client experience in private banking.

Grace Tam

CHIEF INVESTMENT ADVISOR HONG KONG AND MANAGING DIRECTOR WITH THE CHIEF INVESTMENT OFFICE (CIO) ASIA | BNP PARIBAS WEALTH MANAGEMENT

Grace Tam shares how she applies the fundamentals of parenting towards understanding the nature of personalities in the corporate world, and the importance of having a strong ‘CV’: ‘Courage’ and ‘Visibility’.

Lavanya Chari

GLOBAL HEAD OF INVESTMENTS AND WEALTH SOLUTIONS FOR PRIVATE BANKING AND WEALTH MANAGEMENT | HSBC

Lavanya Chari shares how client and staff engagements have evolved in a post-COVID world, and the importance of gender equity in driving better performance in an organization.

Jean Chia

CHIEF INVESTMENT OFFICER AND HEAD OF PORTFOLIO MANAGEMENT & RESEARCH | BANK OF SINGAPORE

Jean Chia explains how she navigated through volatility and maintained client relationships throughout the pandemic, and why Asia is getting more serious with tackling the climate crisis.

Vivien Jong

CHIEF DIGITAL OFFICER | ASIA BNP PARIBAS WEALTH MANAGEMENT

Vivien Jong discusses how she fosters innovation throughout the bank, why it’s important to build a high-performance team and why digital transformation has been at the forefront for clients.

Audra Seah

MANAGING DIRECTOR AND HEAD OF INVESTMENT ADVISORY & CAPITAL MARKET PRODUCTS, WEALTH MANAGEMENT GROUP | DBS BANK

Audra Seah talks about weathering crises and how her team pivoted to help clients in time of need and, why there are now more opportunities for women in senior positions.

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Gea Hong Tho

CHIEF EXECUTIVE OFFICER FOR SINGAPORE AND SEA REGION | EFG BANK AG

Gea Hong Tho shares how she balances the demands of work and family life, why her role was so crucial throughout the COVID-19 outbreak and why “food business” is worth keeping an eye out for.

Jin Yee Young

PRIVATE BANKING MANAGING DIRECTOR AND MARKET GROUP HEAD FOR SINGAPORE AND MALAYSIA | CREDIT SUISSE

Jin Yee Young shares her perspectives on the importance of diversity in the workforce, how keeping active is transferred into her professional life and why it’s important to have ESG-friendly habits.

Family office

Serene Tan

HEAD OF INVESTMENT | SUN VENTURE

Serene Tan shares insights from her experience in the world of strategic advisory, learnings from leading organizations through unprecedented periods and insights into how to support and empower young leaders to rise above—and thrive—in complex environments.