We're an alliance because our clients aren't just clients - they're part of the team too. Everyone has something to bring to the table to benefit the broader community, and that's how we work.
Kenny has more than 25 years of
experience in the financial sector in
various senior positions in both buy and
sell side institutions. Prior to joining
WMA, he was a portfolio manager for
Asian credit at Marathon Asset
Management, and worked at trading
desks in JPMorgan, Credit Suisse and
Head of Investment Services
Founder & CEO
Stephan has over thirty years of experience in the banking sector, in the fields of capital markets, asset management and private banking, and has been working in Singapore and Hong Kong since 1999.
Before founding WMA, Stephan was the Asia CEO of UBP Private Banking (SG & HK) until June 2015, and held a number of high-profile positions at Swiss-Asia (CIO and managing partner, SG & HK), Deutsche Asset Management (MD-Regional head of Sales, SG & HK), Citigroup Private Bank (MD, HK & SG) and BNP Paribas (Head of Treasury APAC and Fixed Income, SG).
Stephan, a French-born Singaporean citizen, holds a Master in Economy & Finance from Sciences Po, Paris and a B.A. in Applied Mathematics from the Université de Paris-Dauphine, Paris.
The WMA investment team is what our families and clients plug into for advice on their portfolios, specific investments, and in dealing with external business partners such as custodians, banks, brokers, fund managers and trustees.
Head of Investment Services
Kenny has over 25 years of experience in the financial sector in both buy- and sell-side firms.
Prior to joining WMA, Kenny was a Portfolio Manager at Marathon Asset Management, managing their Asian Credit portfolio.
Kenny started his career in 1992 at JP Morgan trading in fixed income, foreign exchange, interest rates and equity derivatives. He moved to Credit Suisse in 2000 to head up Asian Credit Trading, and later set up DBS's Asia High Yield Trading business from 2009 to 2012.
Kenny, a Singaporean citizen, holds Bachelor of Commerce (Hons) and Bachelor of Economics degrees from the University of Adelaide.
Head of Investment Research
Colin has been in the banking and finance industry since 2013.
Immediately before joining WMA, Colin completed a full-time MBA with the National University of Singapore, specializing in finance. Colin completed part of his programme at New York University's Stern School of Business, interned with Goldman Sachs’ Private Wealth Management, and was a finalist in an equity analysis competition organized by Yale University.
Colin, a Singaporean citizen, holds a Master of Business Administration and a B.Soc.Sci (Honours) in Political Science from the National University of Singapore.
Chief Administration Officer
Mala has over 30 years of working experience in the Private and Corporate Banking industry in Singapore, responsible for operations, finance, human resources and compliance activities.
Before joining WMA as founding CAO, Mala worked at UBP as assistant to the Asia CEO, heading Human Resources and Office Management functions. Before that, Mala was in charge of Southeast Asia Processing and Operations in BNP Paribas and supervising private banking operations at Bankers Trust.
Mala, a Singaporean citizen, is a certified Human Resources Manager with the International Academy of Business and Financial Management, and read Compliance and Banking Risks at IBF and ABS.
OUR ADMINISTRATIVE TEAM
WMA's administrative team keeps the show going day and night, helping to manage our dealings with a wide array of service providers to ensure that the investment team has what it needs to make the right decisions, and that clients are kept fully in the loop in all that we do.
Client Services & Administration
Iriana joined WMA as Client Services & Administration, after more than 20 years of experience in the banking industry.
Iriana, a Singaporean national, started her career in finance with POSB then OCBC prior joining Bank of Tokyo Mitsubishi where she held various roles in Accounting Department.
Iriana then joined Clariden Leu in Marketing & Communication prior to joining UBP in 2012.
myong suk kim
MS has more than 30 years of experience in capital markets and private banking, having been in the banking sector in Seoul, Hong Kong and Singapore.
Before joining WMA as Managing Director-Senior Investment Advisor, MS was CEO of BOS Securities Korea and Managing Director/Global Market Head Korea of ING Asia Private Bank and Bank of Singapore. MS has also held senior positions in Citibank Korea and HSBC Korea.
MS, a Korean Citizen, holds a Master’s Degree in Finance from Colorado State University, Fort Collins, Colorado, USA and a B.A. in Business Administration from Korea University, Seoul, Korea.
OUR CLIENT ADVISORS
Our licensed advisors draw on their decades of experience to advise families and clients under their purview on their investment portfolios.
Elizabeth has dedicated her entire career of over 30 years to advising private clients on wealth preservation and legacy planning.
Prior to joining WMA, Elizabeth was Managing Director at LGT Bank (Singapore) Ltd and Managing Director, Head of South East Asia, Rothschild Wealth Management and Director, Rothschild Trust.
Elizabeth, a UK Citizen and Singapore Permanent Resident, was named Banker of the Year in 2000, is an Associate of the Chartered Institute of Bankers, and a member of the Society of Trust and Estate Practitioners and the Singapore Institute of Directors.
Senior Investment Advisor
Raymond has over 20 years of experience in cross-assets sales in Asia. Prior to joining WMA, Raymond was Head of Financial Institutional Sales at MUFG and ANZ.
Raymond started his banking career with BNP Paribas in 1996, covering Private Banking Relationship Managers & their UHNW clients, Corporates, Sovereign Wealth Funds, Financial Institutions and Proprietary Traders. Later, Raymond joined Barclays Capital to set up a new Private Bank sales business unit.
Raymond is a Singaporean Citizen, and holds a Bachelor in Banking and Finance from Curtin University of Technology in Perth, Australia.
Leslie has been managing client money since 1995, working initially in active fund management firms before moving across to the private banking world in 2006.
Prior to joining WMA as Managing Partner, Leslie was the Asian head of Equity Advisory & Execution at Royal Bank of Canada Wealth Management.
Leslie started his career at DBS Asset Management focused on Singapore and Malaysian equity investments, and later worked at HSBC Asset Management and Lloyd George Management. In 2006, he joined Citi Private Bank and HSBC Private Bank. Leslie studied at University College London.
WMA's partners are more than just clients. They are at the heart of all we do, and are more than just passive members of the WMA community. They are active participants in our Alliance, bringing their and their families' decades of experience and networks in their respective industries to benefit the entire group.
Mok weng sun
Weng joined the financial sector in 1997 and has 19 years of experience in private equity investing across Asia-Pacific.
Prior to joining WMA, Weng was Partner and Head of South East Asia at Affinity Equity Partners. Prior to the establishment of Affinity as an independent fund manager in 2004, he was a Partner at UBS Capital, the proprietary private equity arm of UBS AG, and a member of the team that spun the business out of UBS to form Affinity. From 1991 to 1997, Weng worked in the industrial sector for a family-owned engineering group.
Weng, a Malaysian citizen, holds a MBA in Finance and a BSc in Industrial & Management Engineering from the Rensselaer Polytechnic Institute in New York, USA.
Roby has over 20 years of experience in General Management of financial and industrial companies in Indonesia.
Prior to joining WMA, Roby worked at his family-owned group of companies. Roby worked in the credit and banking arm of the Family business, advising the firm on strategic development and supervising its senior management and finance functions. Since 2000, Roby was CFO and Director of the family's textiles business.
Roby, an Indonesian citizen, holds a Master in Business Administration and Bachelor’s degree in Management Science from Golden Gate University, San Francisco, USA.
François has over 25 years of experience in General Management of luxury retail and F&B companies in Belgium and Vietnam.
From 1994 to 2011, François was the CEO of the Delvaux Group (est. 1829), a Belgian luxury goods manufacturer. François has also started restaurants and catering companies in Brussels, and more recently a craft brewery and brasserie in Ho Chi Minh City when he relocated to Vietnam in 2011 to open a leather goods factory for high-end European and US brands.
François, a Belgian citizen, is an active YPO member in Vietnam (and founder of the Belgium chapter in 1990), and holds a Bachelor in Applied Economic Sciences from the University of Louvain, Belgium.
Justin recently joined the financial industry to support his family in setting up and managing its Private Investment Office.
Before joining WMA, Justin was in the recruitment industry, and with an avid interest in the financial markets, he has been involved in his family’s direct investments and portfolio trading for the past 3 years.
Justin’s family was previously into the confectionary business called Munchy’s, a Malaysian manufacturer of biscuits and wafers exported globally.
Justin, a Malaysian Citizen and Singapore Permanent Resident, holds a Bachelor of Business in Management from the Royal Melbourne Institute of Technology, Australia.
Advisory Board Member
Richard, a Singaporean, holds a degree in Economics as well as a Law degree. He was called to the English Bar in 1991 and to the Singapore Bar in 1993.
After practicing law in Singapore for several years, Richard became an entrepreneur and started businesses in Singapore, Malaysia and Thailand.
His interests are varied as reflected in the different sectors his companies operate in. These businesses include Retail, Medical, Leisure, Property Development and Finance. He is currently still active and sits on the Boards of several companies in the region.
The Advisory Board comprises individuals who have graciously volunteered their lifetime of corporate experience to make WMA better for all its clients.
Advisory Board Member
Hugues is currently a senior advisor and operating partner for a limited number of families and a large international private equity firm. He was chairman of the Management Board and Group CEO of Banque Internationale à Luxembourg (BIL) from 2014 to 2019. Hugues, French by origin and now Luxembourgish, garnered his 30-year banking experience (of which 17 have been in Asia) in senior leadership positions with ABN AMRO, UBS and Crédit Agricole Indosuez. Before taking over BIL's leadership, he was CEO of ABN AMRO Private Banking in Asia & Middle East as well as Country Manager for Singapore.
Hugues holds an MBA with distinction from INSEAD and is also a graduate of HEC Paris (Ecole des Hautes Etudes Commerciales).
Quah ban huat
Advisory Board Member
Quah has over 30 years of experience in banking, finance and advisory. He is currently a Principal Advisor at KPMG Corporate Finance and a director on a number of listed and private companies.
Prior to this, Quah was a director on the board of several listed companies and held various key finance positions at Deutsche Bank, the IMC Group, City Gas Pte. Ltd and Rickmers Maritime.
Mr. Quah is a member of the Institute of Chartered Accountants in England and Wales and the Association of Chartered Certified Accountants in United Kingdom.