- Private Wealth Solutions
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.
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.
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 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.
Masters of Finance in The University of Hong Kong, BSc Management and Strategy in Aston University
Professional stations: Worked as an Institutional Sales to Fund Managers, experience in sales of fixed income and equity derivatives products as well. Building long term relationship with the clients.
Important values: “Success is not the key to happiness. Happiness is the key to success. If you love what you are doing, you will be successful.”
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.
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.