William is a member of the Cadogan family, owners of The Cadogan Estate in Knightsbridge and Chelsea which has been in family ownership for some 300 years. He has excellent industry relationships and unique links with the London and UK wide family estates.
William is a founder and investment director of Trust Real Estate, a former investment banker with eight years at Cazenove and a Chartered Surveyor with ten years of experience in the industry. He is the UK-based director of Cadogan Estates (Australia) and a private investor with interests in the UK and overseas. William sits on the Fundraising Committee of The London Playing Fields Foundation and is a Trustee of The Cadogan Charity and the Village Housing Charitable Trust.
Baron Rainer von Echlin, PhD
Family Principal, Switzerland
Baron Rainer von Echlin, after the sale of an interest in the family-owned car component manufacturer Napa-Echlin on the New York Stock Exchange (NYSE : ECH), became in charge of the management of the family’s portfolio of assets. He also acts as a consultant to Central Banks in developing nations. His philanthropy interests are documented in his work in an environmental drive to clean up polluted lakes in Africa, and his long-standing involvement in Haiti, especially the creation and the continuous development of the use of Moringa Oleifera. Before that, he was responsible for the whole value chain of alternative investments and sales to institutional, wholesale, and private clients with firms such as most recently Bear Stearns (Set-up of BS Asset Management Europe), UBS Private Bank (global head of AI), RMF (CEO of research subsidiary), Salomon Brothers (head of sales D&CH). These senior roles at managing director level included marketing to UHNWI and various Board/Committee-memberships for family offices, banks, and pension funds. Prior to this, he survived an international career in derivative sales/product structuring /portfolio management at Merrill Lynch, and Credit Suisse in Germany, Japan, and Switzerland.
4th Generation Next Gen Member, Garcin Family, Monaco
Frédéric Garcin is the founder at Borderent, a real estate investment company focused on border regions. He is perpetuating a four-generation-old family tradition of real estate investments in and around Monaco through his own investments focused in various border regions diversified across Europe. In parallel, he is an advisor at a single-Family Office focusing on alternative investments. Frederic has 15 years of experience in the Hedge fund, Private equity, real estate, and Biotech space. As a principal at Argenthal Private Capital, he developed private equity projects based out of London after gaining experience as a European sales manager at Structured Retail Products Ltd advising mainly regulators. He worked in marketing with L’Oréal Giorgio Armani perfume, was also a strategic analyst in Milan for a merger project in the field of health insurance. Frédéric studied in Prépa HEC, at Bocconi in Milan and holds a master’s degree in business from Sciences Po Paris. Frédéric actively participates in the Monegasque artistic agenda and is the acting president of non-profit art association Aida Monaco.
Founder, Wealth & Society
Emmanuel Daniel is the founder of the Wealth and Society programme. He is also the founder of TAB International, the holding company of Wealth and Society, The Asian Banker and other media and professional community platforms. He is a writer, an entrepreneur and thought leader in the future of the financial services industry and is the author of Finance after the pandemic, that sketches the future of the finance industry. Emmanuel set up Wealth and Society as a platform to influence the increasing number of ultra-high net worth individuals to direct their wealth towards building a sustainable and progressive society.
Dr Gordian Gaeta
Chairman, Wealth & Society
Gordian Gaeta has been an investment consultant for more than 25 years. He has advised and served many of the leading financial services organisations across Asia and close to half of the top 100 banks worldwide. He specialises in developing and implementing analytical solutions for complex strategic issues in financial services-related industries undergoing significant change or being exposed to intricate risk issues. He is currently the principal of Leopard Capital. As chairman, he convenes the advisory boards in their core function of validating the matrices used in the programmes ratings, rankings and awards to ensure that they are conducted in a professional, impartial and accountable manner.
Advisory Board Member, Wealth & Society
Mr. Rubinstein, chairman and founder of TBLI Group Holdings, has been an integral thought leader for the Triple Bottom Line Investment Industry for many years. His mission, spearheaded by the organisation TBLI Group, is to create an inclusive values based economy. The aim is to maximise investment flows into sustainability initiatives by showing the opportunities triple bottom line investing offers to investors. For more than 20 years, TBLI Group has built the ecosystem for the Impact Investing and ESG community through advisory, educational and networking services.
Investor, Serial Entrepreneur, Germany
Tim Schumacher is a German investor and entrepreneur, with a focus on impact and climate investments. For over ten years, he was the CEO of publicly traded Sedo.com, which he co-founded. Since 2012, he has founded and/or invested in multiple start-ups like Eyeo (makers of Adblock Plus), SaaS.group, Zolar, CarbonCloud, Sirplus, Pachama and Ecosia. Ecosia is especially notable. Ten years after its foundation, it's now the largest independent European search engine. It uses all its profits to plant trees, and it has until 2020 planted over 100 million trees. Under the roof of Ecosia, Tim Schumacher also very recently co-founded the Ecosia World Fund (see Worldfund.vc) with a focus on Climate Investments.
Owner, Equinoxe Investments S.A., Switzerland
Michael Moquette is an accomplished banker and investment professional. After a long and distinguished career in international merchant and investment banking and wealth management, Michael took over Equinoxe Investments SA, a Geneva-based family office that has managed his family interests. Addressing a broad spectrum of business interests and being active in Private Equity and Direct Investments internationally, Michael is knowledgeable about the unique landscape and opportunities presented in Asia and Australasia due to his longstanding family interests and his former banking and advisory career. His family is particularly active in the natural resources sector and technology in emerging and developed markets, as well as in philanthropy internationally. Alongside his ongoing business commitments, Michael currently leads a significant project focused on M&A-driven opportunities in the financial sector on behalf of and with major qualified investors and partners.
Prof Annie Koh
Professor Emeritus of Finance, Senior Advisor, Business Families Institute Singapore Management University
Professor Annie Koh is Professor Emeritus of Finance (Practice) at Lee Kong Chian School of Business, Singapore Management University (SMU). She chairs the Asian Bond Fund 2 supervisory committee for the Monetary Authority of Singapore and is a committee member of Singapore’s Customs Advisory Council, and a board member of Singapore Food Agency. Professor Koh is currently Chairman of Prime US REIT and an independent director of AMTD IDEA Group, Prudential Assurance Company Singapore Pte Ltd, Yoma Strategic Holdings Ltd and EtonHouse Community Fund (Charity). She previously served on GovTech, Singapore’s CPF, HMI, K1 Ventures boards, and was a member of the World Economic Forum Global Future Council and the HR Industry Transformation Advisory Panel.
Zita Nikoletta Verbényi
Advisory Board Member, Wealth & Society
Zita Nikoletta Verbenyi is the founder and legacy aesthete at The Legacy Atelier™, and the 1st PhD candidate in family legacies. As a cultural scientist, she uniquely helps individuals and families capture, understand, articulate, frame, narrate, shape, preserve, showcase, re-energise, maximise, and transfer complex legacies, as well as ensure the longevity of these legacies via her bespoke legacy projects and advisory. She also creatively harnesses legacies to help enhance family anchoring, engagement, alignment, education, and inspiration in bespoke family governance, succession, and next-gen advisory works based on her multidisciplinary methodology. Zita is a Top Recommended Family Business Adviser in 2021, 2022 & 2023 by Spear's 500 in the UK. She brings her international expertise in family businesses and family offices to Wealth and Society.
3rd Gen Member, Managing Director, L'Excellence Diamond, Singapore
Sylvie Khau was born in Paris, in the heart of the finest jewellery arts and crafts, and she represents the 3 rd generation of the 70-year-old family enterprise, transmitting the long-lasting family passion and expertise in diamonds, precious gemstones and French fine jewellery. She is a regular speaker at gemmology workshops and gems investment seminars for corporates and financial institutions. Sylvie is also a board member at her family office.
In addition to being a Gemmology expert, Sylvie holds a double MSc degree in Management and Finance from EDHEC Business School. Prior to joining the family enterprise, Sylvie held several head of department positions in the investment banking arm of several international banking groups in Europe and Asia. She is also a polyglot, fluent in French, English, Mandarin, Cantonese, Teochew, and Japanese.
3rd Gen Member, Managing Director, L'Excellence Diamond, Singapore
Sophie Khau is a 3rd generation member managing the family gem and jewellery company, L’Excellence Diamond. Sophie is passionate about sharing the family’s knowledge and expertise in diamonds, gems and French high jewellery. Being a Gemmology Expert, she assists clients in acquiring their ideal jewels whether it is for investment, legacy, celebration or enjoyment purposes. She is also a regular speaker at gemmology workshops and gem investment seminars for corporates and financial institutions. Sophie also oversees her family office’s investments in the alternative space. She holds an Msc in Management from HEC Paris Business School and completed diamond grading at the Gemological Institute of America (GIA). She started her career in investment banking and private equity covering
South East Asia.
4rd Generation Owner, CEO, Teknos Group, Finland
Paula Salastie is the CEO and 4th generation owner of Teknos Group Oy. Paula has the educational background in architectural drafting and economics as well as leadership. She has been working permanently in Teknos Group since 2004 in various position ranging from ERP migration, corporate governance creation, JV development, director of consumer products to chairman of the board and finally CEO since the past 8 years. Before her career in Teknos, Paula worked in food import company. On the side, Paula has been investing the family funds since 1992 (age 14) and finally through Pyramid invest Oy until 2010, when she gave the company up as part of the generation change. As a side business, Paula works as a chairman of a non-profit that creates housing for the underprivileged. In addition, she participates in the work on several organisation in coatings industry as well as promoting women in the industry.
Pepe Quintero Uriach
6th Generation Member, Uriach, Catalunya, Spain
Pepe Quintero Uriach is honored to be part of the sixth generation of the Uriach family, whose legacy dates back to the founding of Grupo Uriach in 1838 – one of the oldest family-owned pharmaceutical companies in Europe. Amongst the various branches of the family tree, he stands as the eldest cousin among twelve, cherishing the bonds that tie them together. His journey began in India in the BioTech sector. After that amazing experience, he moved to New York, where he took his first steps into the world of startups and entrepreneurship. His entrepreneurial career started in the fashion industry and later expanded to healthcare, driven by a desire to contribute positively to these sectors. As a serial entrepreneur, Pepe has had the privilege of nurturing various ventures, with each one serving as a stepping stone towards his current role as a Country Manager for a pioneering tech startup. While he carries the Uriach legacy forward, Pepe has chosen a path distinct from family boards, aspiring to make his mark while staying connected to his roots.
Founder, Ethan K, 4th Generation Next-Gen Member, Koh Family Singapore
London-based Ethan Koh’s eponymous luxury label Ethan K was Incepted in 2011 while Ethan was a student at Central St. Martins, the subtle nuances of Ethan K captured the hearts of notable luxury connoisseurs around the world from British royalty, celebrities to titans over the years. It is one of the last independent luxury houses with a unique fourth-generation heritage in the art of exotic leathers.
Paying homage to the designer’s native culture through exotic colors and whimsical clasps encrusted with semi precious stones, every Ethan K creation is iconic and timeless. Ethan K can be found in some of the world’s best stores at Harrods in London, Galeries Lafayette, at Dubai Mall while collectors in the inner circle enjoy an exclusive bespoke service in the flagship stores. Today, the Ethan K label has entered into a new era with its ‘Essentials’ range. Fostering inclusivity whilst respecting its DNA, the tightly curated series of styles are created with the modern consumer in mind. With our multi faceted lives, the pieces are crafted thoughtfully with respect to the variety of materials used, focusing on smart, ergonomic design.
President, Belt and Road Green Development Institute, Former Under-Secretary-General, United Nations
Erik Solheim is a well-known global leader on environment and development. He will share his views on the outlook of green development with the collaborative endeavour that involves political leadership, business and citizens.Currently he is senior adviser at World Resources Institute and president of the Belt and Road Green Development Institute in Beijing. He is the Sixth UN Environment Executive Director and Under-Secretary-General of the United Nations. Prior to this position, Erik has been chair of the OECD Development Assistance Committee which is the main body of world donors. He served as Norwegian minister of Environment and International Development from 2005 until 2012. During that period, he initiated the global programme for conservation of rainforests and brought through game-changing national legislation - among them the Biodiversity Act and legislation to protect Oslo city forests. He brought Norwegian development assistance to 1%, the highest in the world.
Fourth-generation member, Rockefeller family; Founder and Chair, Synergos
Peggy Dulany has been invited to share her views on what kind of leadership is needed to help the world become more peaceful, equitable, and sustainable. She is chair of Synergos, a global organisationthat helps solve complex issues around the world by advancing bridging leadership, which builds trust and collective action. She co-founded Synergos’ Global Philanthropists Circle with her father, David Rockefeller, to support philanthropic families in using this approach. Dulany’s career has included heading a public high school programme for drop-outs and consulting with the United Nations and the Ford Foundation on health care and family planning, and with the National Endowment for the Arts on non-profit management and planning. She has sat on over thirty non-profit and corporate boards including Stone Barns Center for Food and Agriculture, the Rockefeller Brothers Fund, and the Africa-America Institute, among others. She also runs two socially responsible businesses.
Frederick Chavalit Tsao
Chairman, IMC Pan Asia Alliance Group; Founder and CEO, OCTAVE Institute
Tsao is the fourth-generation leader of IMC Pan Asia Alliance Group. He became chairman in 1995 and transformed the family business from a traditional shipping company to a diverse, multinational conglomerate.He founded Family Business Network Asia and served on the board of Family Business Network International, where he inspired the exploration of family businesses’ role within the global system. Tsao founded East West Cultural Development Centre to research on modernity and sustainability and realised that the world’s challenge is one of consciousness and evolution of humanity. He created AITIA Quantum Leadership Center and OCTAVE Institute as platforms, offering a new way for 21st century well-being by bringing together ancient wisdom and quantum science to create a harmonious society.
President, China Academy of New Supply-Side Economics
Jia Kang has been invited to share his views on common prosperity and third distribution from fiscal and taxation perspectives. He is president of China Academy of New Supply-Side Economics, member of Committee ofEconomic Affairs of Chinese People's Political Consultative Conference, and former president of the Chinese Academy of Fiscal Sciences. Jia is a consulting advisor of the People’s Governmentof several municipalities including Beijing and Shanghai. He is also a distinguished professor at Peking University and Renmin University of China. He was a member of the expert committee of the Eleventh, Twelfth, and Thirteenth Five-Year Plan. Jia has attended several economic symposiums at the invitations of central government leaders such as Zhu Rongji, Wen Jiabao, Hu Jintao, and Li Keqiang. He was the winner of the SunYefang Prize.
President, China Trustee Association; Chairman, AVIC Industry-Finance Holdings and AVIC Trust
Yao Jiangtao will share his views on the outlook of the wealth industry and “common prosperity”. Yao is chairman and general manager of AVIC Industry-Finance Holdings and chairman of AVIC Trust. He has worked in various sectors of the financial service industry for more than forty years, including for trusts, securities, futures, funds and banks. Before joining AVIC, he was vice general manager of Jiangnan Trust and Investment, and general manager and chairman of Jiangnan Securities. Currently, he is also president and head of industry development research group at China Trust Association, as well as board member of China Foundation for Poverty Alleviation and Chinese Academy of Financial Inclusion.
Global Headquarters Partner, Beijing Yingke Law Firm Shenzhen Office
Du Qin will share her views on the keys to successful succession planning for family businesses. Du is global headquarters partner of Beijing Yingke Law Firm Shenzhen Office, director of Yingke National Committee of Marriage and Family Law, team leader of Yingke National Family Wealth Lecture Team and director of civil law committee of Shenzhen Lawyers Association. Du is a highly acclaimed marriage and family lawyer, dedicated to family law and wealth management for more than ten years. She specialises in handling major and difficult cases, including foreign-related marriage, inheritance and property division family cases. She is also the counselor at law for many family offices and private banks, specialising in the systematic design and implementation of family (business) wealth management and inheritance structuring.
Associate Professor, Institute of Chinese Finance Studies, Southwestern University of Finance and Economics
Pan Xilong is an associate professor and executive director of Financial Quotient Center of Institute of Chinese Finance Studies at University of Finance and Economics. He finished the research on catastrophe compensation fund mechanism in 2015. Beginning 2016, he focused on economic ethics with Chinese characteristics and proposed the “Five Virtues Financial Quotient Theory” that combined the idea of "spending, earning, preserving, investing and financing" with five constant virtues of Confucianism, namely benevolence, righteousness, propriety, wisdom and fidelity. Pan published several books including Citizenship Financial Education --- Teenager’s Five Virtues Financial Quotient, Wealth and ValueandFamily and Succession.
Chairman, Honghu Best Global Family Office
Kang Chaofeng, chairman of Honghu Best Global Family Office, will share his views on how to support wealthy families in keeping and growing their wealth over generations. After graduating with a PhD in 2004, he worked for Penghua Fund and Fullgoal Fund. He later joined Ping An Trust in 2009 to manage China’s first group of charitable and family trusts. He co-founded the first onshore family trust in China in 2012 and led a team to establish the China Ping An Education Development Charitable Trust in 2016. Under Kang’s leadership, his team won a number of awards from different medias over the recent years including from The Asian Banker, Securities Times and China Securities Journal.
Shi Limin will share his insights on how to encourage high-net-worth individuals and enterprises to enable common prosperity. He is a research fellow of The Party School of the Communist Party of China (CPC) Central Committee (Chinese Academy of Governance).He is also the vice president of Zhejiang Provincial Charity Federation and vice president of Zhejiang Chairty Institute. He was deputy Secretary General of Zhejiang Provincial Committee of the CPC, Secretary General of Work Committee for Offices Directly under Zhejiang Committee, chairman of The Environmental Protection and Resources Conservation Committee of Zhejiang Provincial People's Congress.
Professor and PhD Supervisor, China Academy of Social Management / School of Sociology, Beijing Normal Universityration
Fu Changbo is professor and PhD supervisor of China Academy of Social Management / School of Sociology as well as director of China Social Innovation Institute at Beijing Normal University (BNU). He is also chief expert of China Family Philanthropy Initiator. Fu has been devoted to the development of philanthropy, social innovation, and a new social governance model based on collaboration, participation, and common interests since he resigned from central authority. He spearheaded reports and publications, including Report on A-Hundred-Million-Donation and Strategic Philanthropy in China, Report on Family Foundations in China,The List of Top 100 Philanthropists of Chinaand many others. He teaches courses such as Charity and Family Legacy and Business for Good and Family Legacy atBNU and other institutes.
Managing Director and Deputy Head of Investment Product and Solution, China International Capital Corporation
Liang Dongqing will share her perspective on how wealth management institutions can maintain and increase the value of customers' wealth through asset allocation. Liang is the deputy head of investment product and solution (IPS) and managing director at China International Capital Corporation (CICC). She joined CICC in 2008 and has accumulated a wealth of research experience in macroeconomics in the strategic research team, providing in-depth and comparative research for government and company clients. Since 2010, Liang has led the team to set up a full research system of financial product evaluation. The product research team has evaluated over one thousand asset manager and over thousands of financial products. The team also provides asset allocation solution to the clients. IPS serves clients’ need on trading, financing, various products and asset allocation solution.
Executive Director and Head of ESG & Climate Research, APAC, MSC
Wang Xiaoshu will share her perspectives on the development of ESG disclosure and rating in China. Wang leads MSCI’s ESG research team in Asia Pacific and insurance sector research, primarily focused on ESG risk and performance analysis of companies in Asia Pacific and China. She has more than 9 years working experience in the ESG field. She has published a number of research reports on major ESG trends in China, as well as a series of insurance sector reports. Prior to joining MSCI, Wang was a management consultant at CapGemini, working with major Chinese bank and financial institution clients to address Basel III compliance, develop internal performance metrics systems, and improve operational processes. When she worked at Business for Social Responsibility, she defined sustainability strategies for over ten large MNCs and state-owned enterprises in China.
Director, Investment Solutions, Russell Investments Management Shanghai
Jason Ma will share his perspectives on why both institutional and individual investors need to focus on ESG factors. He is director of Investment Solutions at Russell Investments Management Shanghai. He is responsible for designing bespoke FOF/MOM investment solutions for sophisticated institutional investors in China, including but not limited to asset allocation, manager selection and review, portfolio construction and management. Ma is also responsible for assisting the China general manager to develop the business in the region. Prior to joining Russell Investments, he worked for Mercer China as investment consulting director. He accumulated broad capital market investment experience and product knowledge while he worked at Bank Julius Baer and Standard Chartered in Singapore.
Founder and CEO, Melephant Sustainable Technology
Liu Yuanyuan has been invited to share her story about making global printing and dyeing industry more sustainable. Liu has over twenty yearsof working in downstream textile production industry and in nursery products industry before she founded Melephant. To provide the safest materials and the best growing environment for children, Liu and her team developed the world's first bio-based dye with no color fading, zero pollution, and zero carbon emissions. In 2019, Melephant won the first place of Kering’s K GenerationAward.