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Bachelor of Law (LLB), Bachelor of Commerce (B. Com), Member of Society of Trust and Estate Practitioners (TEP)
Professional stations: Qualified Australian lawyer serving handful of SEA families in private practice, Wealth and Estate Planning Manager in international trust companies
Important values: When given the choice being right or being kind, choose kind.
Master of Law, with 25 years of experience in financial services and international wealth and tax planning.
Professional stations: Founder of the 1291 Group and a number of other companies in different sectors.
Important values: I believe in family and long term relationships. I want to help my clients with all my experience and network. In all my undertakings I try to create a win-win situation for all parties involved.
Business Administration Major - Colegio de Estudios Superiores de Administración, Bogota, Colombia / AMV Certified for Colombia financial markets / Certified stock broker in Panama
Professional stations: Partner - Aguaverde Family Office (Bogota) / Senior Associate - PKB Alasia SA (Panama, Bogota) / Liabilites Manager - Banco Corpbanca SA (Bogota) / Investment Advisor - Corredores Asociados SA (Bogota)
Important values: Family is my foremost priority. Transparency is essential to conduct successful, long-term business. Dedication and discipline are key to personal and professional success.
Master of Arts in Economics, New York University; Bachelor of Economics & Finance, University of Hong Kong.
Professional stations: I have 10 years Private Banking and High Net Worth Insurance industry experience in Asia. Prior joining 1291 Group, I was Regional Marketing Director at a leading PPLI carrier’s Asia operation. Before that, I was Senior Manager at a leading international HNW insurance brokerage firm. I started my career as a private banker at Morgan Stanley Asia Private Wealth Management Division.
Important values: Born and growing up in mainland China, I am strongly influenced and firmly believe in some key Confucianism rules, such as: “Never judge a book by its cover.” “Those who plan for the distant future, worry little now. — Confucius”. “Filial piety comes first before all virtues. — Ancient Chinese Quote”
Lic. oec HSG in Finance and Controlling at the University of St.Gallen / LL.M. in International Taxation at University of Liechtenstein / Trust and Estate Practitioner TEP of the Society of Trust and Estate Practioners STEP
Professional stations: More than 12 years of experience in Equity Research, Investment Management and Private Banking for reputable banks in Switzerland and Hong Kong. More than 5 years of experience as Partner of a Multi Family Office with a comprehensive and independent approach.
Important values: My values guide me and shape my priorities and reactions. Optimism, friendship and the belief in others are some of my key values in my private life, while authentic commitment, dedication and effort guide my professional life.
Bachelors of Law (LLB) - University of Pretoria - 2012
Professional stations: Stations: Admitted practicing attorney in the High Court of South Africa since 2014. Wealth structuring specialist advising several family offices, advisers and private clients in the Middle East and Asia at Trident Trust (Dubai). Director of 1291 Group DMCC.
Important values: Life is the equivalent of a persons choices and the value of life is measured by relationships that you keep and the choices that you make.
Bachelor of Social Science (Hons., Statistics) and Bachelor of Arts (Economic & Statictics) from National University of Singapore.
Professional stations: Prior to joining 1291 in June 2019, I was pioneer member of a leading PPLI carrier’s Singapore operation. I have over 25 years of experience building relationships with and addressing the needs of Asian high net worth clients. This includes working in the private banking and corporate banking divisions of major banks.
Important values: There is no perfect product, but I seek the most suitable solution for the client.
Wharton School of Business – MBA 2004 and UC Berkeley – Bachelor of Science 1997
Professional stations: Candareen Capital – Family office for Families in Asia and Middle East, Private office of Sheikh Saeed Al Maktoum – Senior Advisor, Brainrush Ventures - San Francisco Bay Area Venture Capital Firm.
Important values: Roger has been advising leading families in Asia and the Middle East on their private equity investments for the last 15 years. He brings a solid foundation of analytics coupled with strong leadership skills in a global context.
Professional Financial Certificates from the New York Institute of Finance and the Wharton School of the University of Pennsylvania and an Entrepreneurial Management degree from the University of St. La Salle, Chartered Trust and Estate Planner
Professional stations: Head of Singapore for a Hong Kong based Asset Manager, Vice President at BB Securities Asia (Banco do Brasil Group) and Relationship Managements Roles in global leading financial institutions including EFG and HSBC.
Important values: Integrity is key to successful and lasting client relationships. My family and client satisfaction are what drive me to be the best at what I do.
Bachelor of Arts in Sociology (Honours) with Minor in Business from Nanyang Technological University; CFA Singapore Research Programme (IBF Level 2)
Professional stations: Over 10 years of extensive experience in service and operations with global firms, including financial services and HNW solutions.
Important values: If it’s not from the heart, it’s not worth doing.
Insurance Specialist, graduated from Instituto Universitario de Seguros, Caracas
Lloyd Chartered Institute, Marine
Professional stations: Partner and Director of Waveca, Corredores de Seguros, Caracas, Regional Manager for Latin America of Zurich Insurance, Founding Partner of Strategic Alliances
Important values: I believe in family and friends
I believe in long term relationships with customers, serving them as a friend and in a holistic manner
I believe in freedom, our western values and on the principal of "give and take"
30+ years a Service Provider within the Financial & IT services area. Federal certificate in Project management further specializing in operational excellence and organizational Development (University Witten, Germany)
Professional stations: 15 years CEO and owner of a Business & IT Consulting Company specializing in corporate optimization, process & cost efficiency. 8 years as CEO/COO of Skandia Leben AG.
Important values: Strive for continuous improvement - never stop trying, failing, learning, because there is always a little more to achieve
Doctor of Laws (Dr. iur.), 20 years of experience in the financial sector,
different management positions in the past
Professional stations: Employments with several domestic and international insurers, currently member of the Executive Committee of 1291 Group
Important values: I envisage to create an added-value to the concrete situation. I believe in trust, partnership and loyalty. The only way to build a strong work ethic is getting your hands dirty.
Commercial apprenticeship EFZ
Professional stations: 4 years of hotel business experience in 4* and 5* hotels. With the 1291 Group since 2016.
Important values: The only way to do great work is to love what you do.
Master of Laws (LL.M.) & Master of Business Administration (MBA)
Professional stations: Co-Founder and Managing Partner of various 1291 Group entities since 2014. From 2007 - 2014 CEO and Board Member of an Irish and Liechtenstein based international Life Insurance company with more than EUR 5 billion AuM. Various management positions with a listed Swiss Insurance Group from 1996 - 2007. Board member of the Liechtenstein Insurance Association from 2008 - 2015.
Important values: Cooperation. Even the most complex tasks can be made simpler when we focus on the solutions - together.
Fellow of the Institute of Chartered Accountants (UK)- FCA, Chartered Tax Adviser (UK)- CTA, Member of STEP -TEP, Insurance qualified (Singapore)
Professional stations: Head of Private Banking Singapore/Malaysia- Citibank Head of Trust – Asia Pacific – Citibank Head of International Private Banking – DBS Head of Wealth Planning and Insurance- Asia -DBS
Important values: Two thoughts: Life: Not how long but how well you have lived is the main thing. Seneca) Work: It is amazing what you can achieve if you are not concerned with who gets the credit.
Qualified Paralegal (Germany), Diploma in International Trust Manager (STEP) = Member of Society of Trust and Estate Practitioners (TEP)
Professional stations: Over 15 years of industry experience working with high net worth individuals and renowned families specializing in cross-border issues and asset protection needs with a focus on multi-generation succession planning as well as the management of complex trust and corporate structures. Anne worked for global financial institutions including HSBC and international trust and corporate services providers in Switzerland, Singapore and Hong Kong.
Important values: Integrity is the seed for achievement. It is the principle that never fails.
Master of Laws (LLM)
Professional stations:After Law School at University of Zurich, first function at Compliance & Regulatory Specialist at Private Bank and later KPMG. 2007 diploma in Compliance Management (DAS) followed by several years as Legal Counsel at Credit Suisse focusing on OTC Derivatives, Securities Lending, REPO as well as Precious Metals Transfer to Relationship Manager for UHNWI Russia Desk at CS. 2013 to 2017 UBS at the UHNWI Russia and UK desk in Zurich. Responsible for market entry of a foreign controlled Bank in Switzerland.
Important values: Wonders are many and none is more wonderful than a human being.
Law Degree, Universidad Iberoamericana, Mexico City; Foreign Associate, International Lawyer Program, Cleary Gottlieb Steen & Hamilton LLP, New York Office; Diploma on American Law, Universidad Iberoamericana – Georgetown University; CLE Program on Legal Ethics, NYC Bar Association, New York
Professional stations: Partner of 1291, Escrow Local Head at JP Morgan Mexico, Sales Director at Amicorp Group, VP Sales - Trust & Secuirities Services at Deutsche Bank
Important values: I believe in honor, tradition and given and chosen family. I consider it wise to learn from and lead by example. I am resilient and will always find a way to prevail.
Commercial Apprenticeship EFZ
Currently studying - Bachelor Degree in Business Law
Professional stations: Apprenticeship EFZ at Zürcher Kantonalbank.
Important values: There is no success without hard work and positivity.
Masters of Business Administration (MBA) - Kellogg School of Management, Northwestern University & Peking University; Bachelors of Science – Babson College in Finance and Entrepreneurship
Professional stations: Over 15 Years of experience in advising HNW individuals in North America and Asia, and 10 years in the International Offshore Life Insurance Sector
Important values: “Goodness without knowledge... is weak and feeble, yet knowledge without goodness is dangerous.... Both united form the noblest character and lay the surest foundation of usefulness…” John Phillips, Deed of Gift, Phillips Exeter Academy
Bachelors of Science in Information Technology (BSIT) at Jose Rizal University.
Professional stations: Years of hands-on experience in corporate structuring, customer service, administrative and legal support. A strong knowledge and understanding of setting up corporate offshore structures as well as onshore companies in the United Arab Emirates.
Important values: To accomplish great things, we must not only act, but also dream, not only plan, but also believe.
Keio University, Bachelor of Art in Economics: National Futures Association Series #3
(National Commodity Futures Registered Representative-1997) / National Association of Security Dealers Series #7 (General Securities Registered Representative-1994)
Professional stations: 40years of experience in financial services and International estate planning
Important values: Provide value added advice and guidance by analyzing client needs and resolving issues. Provide the broadest range and highest quality of products and services, which are easy for clients to understand and use. Develop and maintain long-term relationships by actively listening to client feedback in order to build trust and loyalty.
Graduation in economics and business administration, Bachelor in Event Management
Professional stations: Over 10 year experience as Executive Assistant at Comlux Aviation and Eurasia Group. Knowledge in Trust Management. With 1291 Group since January 2018.
Important values: The future belongs to those who believe in their own dreams.
Master of Law in international taxation (LL.M.) and Bachelor of Business Law (B.LAW)
Professional stations: CEO of 1291Group Asia since 2016, Sales Partner of various 1291Group entities since 2014, Sales Manager for Northern Europe for Valorlife Life Insurance Company from 2012 to 2014
Important values: You have to learn the rule of the game. And then you have to play better than anyone else. - Albert Einstein
Master of Law, with over 10 years of experience in financial services and insurance business
Professional stations: Having worked for international law-firms. Compliance Officer Irish branch (insurance company).
Important values: I believe in the power of giving back. I am driven by integrity and I have a passion for details. I always try to find a solution to any problem.
BA (Hons) in French Literature and Language
Diploma in Sales & Marketing, CIM
Certified Trust and Estate Planner (TEP)
Professional stations: 25 years in the corporate services and trust sector in the UK and Switzerland. Over the last 11 years in Switzerland I have held the following positions: Estate and Trust Advisor for Credit Suisse Trust Director of Business Development for PraxisIFM Group. Partner, swisspartners Marcuard Heritage
Important values: Integrity and trustworthiness are my core values and are at the heart of my professional and personal life.
Bachelor of Science from USC Marshall School of Business.
Professional stations: Joined 1291 Group in 2020 and has previously worked for different financial institutions in Asia including PingAn Group and Lombard International. Will comes from a family background in the trust business, which has enabled him to understand the importance of trust and insurance in wealth planning. With his extensive knowledge of insurance and trust, he has been serving the Greater China market since 2018.
Important values: Your attitude determines everything that you do.
Over 30 years' experience working in the financial services, holding various technical and leadership roles for companies such as Axa, Canada Life and the Generali Group. Responsible for insurance solutions for high and ultra-high net worth clients including unique estate planning solutions. Responsible for training professional advisers. Obtained UK Diploma in financial planning 2007.
Professional stations: Head of Institutional Business for Canada Life. Head of UK & International business for Generali PanEurope. Partner 1291 Group.
Important values: I will always work tirelessly on behalf of my clients for the best possible outcome. I am passionate about protecting my client's wealth and planning for their family's future.
Bachelor of Arts (Sociology) at the Macquarie University, Australia
Professional stations: Worked in Sales & Marketing field for 5 years. With HR & Administrative experience in Hong Kong listed company. With the 1291 Group since 2017.
Important values: Love the life you live and you will live a life of love.
Master of Business Administration at the University of Zurich and Murcia (Spain) / 20 years' experience in the Finance industry, thereof 15 years international PPLI tax and wealth advisory / Post graduate studies at ETH Zurich.
Professional stations: Past: Successfully building up the PPLI business with one of the top-tier Insurance companies in Switzerland/Europe. Today: PPLI expert in the Latin American markets, Israel and Turkey / Broad working experience in New York and Spain over 2 years.
Important values: More than believing but living: Trust – Long-term partnerships begins with a trustful relation. Quality – Focused on best possible solutions to protect and maintain family wealth. Tailor-made – Every client is special and unique. Private – Understanding family needs as a dedicated father and husband.
Naval Officer Logistic and Administration Specialist.
Stock Trading Course
Deepening Course in Treasury Management.
Fixed Income Portfolios in the US and Derivatives Markets Seminar
Professional stations: Consultoría Legal Ltda. - Project Manager / Financial Manager Corredores Asociados S.A. - General Fund Manager Fiduciaria Petrolera S.A. - CFO Delta Bolívar CFC S.A. - Treasury Director
Important values: For me God and family are the most important things in life. Integrity and coherence are the principal values in the character of a man. Innovation, resilience and creativity are my personal stamp in business.
BA in law and business administration at Bocconi University (Milan), Executive Management Certificate at Henley Management College and Certificate in Commercial Real Estate at Cornell University.
Professional stations: 13 years of experience in Commercial Disciplines of the hospitality industry on the brand side (Hilton, Kempinski, Jumeirah) and the ownership side (Majid al Futtaim). 10 years of experience in management consulting (IBM) and in entrepreneurial adventures. Experienced in any market within Europe and the Middle East, Francesco lived in Italy, UK, Germany and the UAE. Prior to joining 1291 Group, Francesco was serving as Senior Vice President for Commercial at Jumeirah Hotel Group.
Important values: I believe in building profound legacies, personally and professionally, driven by both deep competences and strong relationships. I believe it’s important to look for the fun element in whatever we do. Life is too short to be wasted.
I believe in long term relationships with customers, serving them as a friend and in a holistic manner
I believe in freedom, our western values and on the principal of "give and take"
Commercial apprenticeship EFZ and Advanced Federal Diploma of Higher Education in Business Administration
Professional stations: Over 5 year experience as an Accountant in an international company in different sectors. With the 1291 Group since 2018.
Important values: Surround yourself with good people. Do what makes you happy and be grateful for everything you have. Appreciate your life. You will attract positivity, happiness and joy.
26 years of experience in insurance business
Professional stations: Chief Sales Officer at Uniqa Lebensversicherung AG Liechtenstein
Important values: Solution oriented mindset. Dedicated to my family and work life. There is always value in effort.
Bachelor of Engineering, electronic and electrical engineering / 20 years Banking and Insurance industry experience, with 13 years in Asia
Professional stations: HSBC Insurance (Singapore) - Head of High Net Worth Distribution S.E.A. / Old Mutual (Singapore) - Head of High Net Worth Distribution S.E.A. and M.E. / Swiss Life (Singapore) - Head of Rep office Hong Kong
Important values: Always ask questions and never assume the answers. The better you know something, the more simply you can explain it. Never be afraid to challenge the status quo.
Commercial apprenticeship EFZ and 30 years of banking experience. Bachelor in Private Banking and Financial Planning. Fluent in several Languages.
Professional stations: 20 years in Private Banking Client Advisory for HNWI. With the 1291 Group since 2015.
Important values: The whole shall always be more than the sum of its parts (inspired by Aristotle).
Master’s in Business Administration with specialization in Marketing and Operations, Bachelor's Degree in Chemical Engineering
Professional stations: Over 15 years of experience in High Net Worth banking and Insurance in HSBC, Citibank and a boutique Life insurance brokerage in Hong Kong and India.
Important values: Passion, Drive and a Positive Mindset. I am here to find solutions for you and your clients.
Master in Laws of Taxation, Master in Business Administration, Certified Trust & Estate Planner.
Professional stations: Samy has been in the Wealth Structuring industry for the last 13 years. He began his career as a tax advisor in some of the world’s largest law firms and the "the big four" before joining Private Banking (JP Morgan, Credit Suisse) in their tax departments. Before joining 1291 Group, he worked for nearly six years at Julius Baer, as Executive Director (Wealth Planning department) in Zurich, Singapore and Hong Kong.
Important values: Loyalty is the quality that I value most. I am a problem solver who strives to find creative solutions to address my client’s needs and build the long term trust required in our business.
Gakushuin University, Japan (Intercultural Communications & Japanese Language).
University of Portsmouth, England (International Trade & English).
Professional stations: Great experiences of learning and working abroad.
Important values: My family is the most important thing in my life. I enjoy learning new things and can adapt quickly to changes. My values: commitment, flexibility, fairness and integrity.
Master Degree in Finance and Economics, University of Zurich
Professional stations: Chief Representative Credit Suisse Group in Russia, Founder of different companies
Important values: Fairness. Pursuit of Excellence. Innovation. Partnership.
Financial Planner, Certificate of National and International Tax Law, over 20 years experience in wealth and tax planning at various banks and unit-linked life insurance companies
Professional stations: Member of the Executive Board Rheintal-Assets AG, Member of the Management Baloise Life Liechtenstein AG, Member of the Executive Board 1291 Group Switzerland / Europe
Important values: Love and family are the most important of all values in life. Honesty and respect is something for strong people. The best ideas reach me, when I imagine, I am my own client.
Bachelor of Commerce – Finance & Marketing
Professional stations: Xiao started her career in 2016 in Dubai after completing her undergraduate studies from Murdoch University. Xiao later relocated to Hong Kong in 2017 and worked for Swiss International Asset Management Ltd. as Marketing Manager and PA to CEO for over 4 years before joining 1291.
Important values: The harder you work, the luckier you get.
LLM in Financial Law, Solicitor (E&W), Advocate (FR)
Professional stations: Owner / MD at Exocap Consulting
Director, wealth planning UBS Singapore
Wealth planner, Swiss Life
Legal Counsel, Lombard International Luxembourg
Important values: I value entrepreneurship and long-term relationships - both at work and at home!
My core skill is problem solving so I strive to deliver clear and efficient solutions.