Indosuez Wealth Management boosts Asia growth with key hires

Indosuez Wealth Management, the global wealth management brand Crédit Agricole Group, is bolstering its presence in Asia with a series of new hires. These appointments reflect the bank’s commitment to deepening relationships with its clients and enhancing its suite of bespoke wealth solutions in this dynamic region.

Building on recent senior hires — including Phonda Chan as deputy chief executive of the Hong Kong Branch, Chua See Piu as market head for North Asia in the Singapore branch, and Eddie Chng focusing on the China market in the Singapore branch — Indosuez has onboarded a new wave of experienced professionals across key areas such as relationship management, investment management and insurance. These latest hires are set to strengthen the bank’s capabilities and reinforce its position as a leading boutique private bank in Asia.

Key appointments to enhance client offerings and their wealth journey:
Insurance Expertise:

•Vicki Koh has joined as senior insurance specialist, Asia, in Singapore, reporting to Brian Tan, head of structuring and insurance solutions, Asia. Koh has nearly 20 years of experience from international insurance brokerages and major banks, including being head of priority, private and business banking in bancassurance in Prudential Assurance Company Singapore prior to Indosuez. Recognising the importance of life insurance in legacy and risk management planning, Indosuez has enhanced its wealth planning approach to integrate holistic insurance strategies, ensuring clients benefit from expert referral with specialised insurance expertise while maintaining their trusted relationships with the bank.

Relationship Management:

•Diana Chiew has joined the external asset manager (EAM) desk in Singapore as a relationship manager, in the team of Shiladitya Choudhuri, market head for EAM and Multi-Family Office Business. Chiew brings 17 years of experience in the EAM business, having held roles at Credit Suisse, VP Bank and most recently, DBS Bank. Indosuez’s dedicated EAM desk provides professional intermediaries with specialised support, faster execution and tailored service, and helps secure the bank’s position as a partner of choice in the fast-evolving wealth needs of clients.

•Joe Fang joined as senior relationship manager in Singapore. He was previously from Bank of East Asia, Singapore branch where he was executive director for Wealth Management in the Greater China team. He has more than 25 years of experience in wealth management across global banks including UBS, Bank of Montreal and Bank J. Safra Sarasin. Joe reports to Rosemarie Chong, market head for ultra-high net worth individuals and partnerships.

•Tanny Ho has joined as senior relationship manager in the North Asia team headed by Chua See Piu, based in Singapore. Prior to Indosuez, Ho was from United Overseas Bank in the North Asia team, and has over 20 years’ experience in financial services including HSBC, ANZ Bank and Credit Suisse.

Investment Management:

• In Singapore, Lucas Yang, Leona Tan, and Terrence Yip have joined the Investment management team, reporting to Su Qian, head of investment management, Asia. Terrence Yip has joined as senior portfolio manager, he joined from CTBC Private Bank where he was acting head of investment product advisory and has close to 20 years of financial services experience. Leona Tan has joined as senior portfolio manager, from her previous role as financial services advisor with HSBC, and comes with over 20 years of portfolio management experience. Lucas Yang is appointed portfolio manager, he joined from RHB Asset Management where he was fixed income portfolio manager and has more than 15 years of experience in financial services.

•Andrew Chan joined as senior fund specialist in Hong Kong, he has over 25 years of industry experience and was previously from Bank of Singapore where he held a similar role in alternative investments and managed solutions. Chan reports locally to Timothy Tsang, head of advisory solutions Hong Kong and functionally to Su Qian,

These appointments in the investment management team underscore Indosuez’s focus on providing tailored investment solutions across private markets, discretionary portfolio management, and bespoke fund offerings to meet the diverse needs of its clients.

Positioning for growth in Asia

The new hires bring deep international experience and a nuanced understanding of key Asia markets, further strengthening Indosuez’s ability to deliver advisory, financing and investment solutions that resonate with clients.

Laurent Proutière, CEO Asia, Indosuez Wealth Management, said: “This is Asia’s moment, and it is also Indosuez’s moment in Asia. Our ambition is to be the boutique private bank of reference in this region. Our accelerated recruitment momentum has resulted in a stronger and more dynamic team, empowering us to grow further and deliver distinctive outcomes for our clients.”

He added, “We are investing in capabilities that matter most to clients — from wealth creation to legacy planning — ensuring we remain their trusted partner in managing, protecting, and passing on their wealth.”

As Indosuez continues its expansion across Asia, these strategic hires reaffirm the bank’s commitment to providing holistic, client-centric solutions while solidifying its role as a trusted partner for high-net-worth individuals, families, and professional intermediaries.

Re-disseminated by Wealth and Society