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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.
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.
Professional Financial Certificates from 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
Professional stations: Head of Singapore for a Hong Kong based Asset Manager Vice President at BB Securities Asia (Banco do Brasil) Relationship management roles in leading financial institutions including EFG & 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 (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 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
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: Often how we make another person feel is just as important as what we have done for the other person.
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.
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.
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.
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