Connie Sin is Head of Funds and Alternatives for International Wealth Management, responsible for leading and developing strategy for the managed fund business across the regions. Connie embarks a strategic evolution to build a more dynamic and client-focused fund division by balancing innovative product offerings with strong advisory services.

Connie has worked in wealth management and asset management industry for two decades, holding various capacities including fund advisor and investment director. Prior to joining us, Connie held a similar capacity as Head of Managed Investment with Standard Charter Bank Hong Kong, responsible for the managed investments distribution business and overall strategy. Prior to that, Connie was the Executive Director of Fund Advisory team at BN Paribas Wealth Management. She also worked in a number of reputable financial institutions including Citibank, AIG Private Bank, CLSA Asia, and Noble Apex.

Connie is a CFA charter holder and holds a Master’s degree in China Business from The Hong Kong University of Science and Technology and a Bachelor of Commerce from University of British Columbia, Canada.

Jaye Chiu is the Head of Investment Products & Advisory for Bank of East Asia, overseeing all investment products, advisory services and brokerage services provided to personal, high-net-worth, corporate and institutional clients across the Bank’s Personal Banking, Private Banking, Wholesale Banking and BEA China. In particular, Jaye and his teams have been focusing on adopting technology-driven and cross-border wealth management solutions to benefit BEA’s clients within the region. Jaye is experienced in driving large-scale digitalization initiatives within the Wealth Management sector.

Previously, Jaye worked as Managing Director, Regional Head of Investment for Bank of Montreal (BMO) Private Bank in Asia and Senior Managing Director, Head of Investment Hong Kong at EFG Bank AG. Prior to these roles, Jaye also held other senior roles in HSBC Private Bank, BNP Paribas Wealth Management and UBS Wealth Management.

Jaye graduated with honors from Tepper School of Business - Carnegie Mellon University in the United States of America. He is a CAIA (Chartered Alternative Investment Analyst), CIWM (Certified International Wealth Management Diploma) and CPWP (Certified Private Wealth Professional) charter holder. Jaye speaks regularly at financial industry conferences and acts as a judge for various awards within the financial industry in Asia.

Jaye is actively involved in community work. He was appointed by the Chief Executive of HKSAR Government to be a member of Telecommunications Appeal Board and a member of Panel of Film Censorship Advisers. He was also Director & Club Secretary of the Rotary Club of the Peak, which focuses on local community service projects. 

Jaye also has a keen interest in youth mentoring. He is an Honorable Mentor and Advisor to Hong Kong Federation of Business Students (HKFBS), a student body representing the top universities in Hong Kong. Jaye has also previously mentored students at London School of Economics (LSE) students through Hong Kong Public Affairs and Social Service (HKPASS) society.

Lily is responsible for the Asia Alternative Capital Markets Group (ACM) within the Consumer and Investment Management Division. ACM is responsible for sourcing, creating, marketing and providing ongoing investor relations for the alternative investments offered by the firm. These include private equity funds, hedge funds, real estate funds, mezzanine funds, opportunistic funds, co-invest opportunities and private placements. Lily joined Goldman Sachs as an associate in 2012 and was named managing director in 2017.

Prior to joining Goldman Sachs, Lily was on the hedge fund investment team at Archer Asia, an Asian focused fund of funds, where her responsibilities included portfolio management, investment due diligence and hedge fund advisory services.

Prior to that, she was at Credit Suisse Asset Management and KBC Asia Fund of Funds. She worked at KBC Fund of Funds during the Institutional Year of the Year 2005 and Best Asian Fund of Funds 2007 Eurekahedge. In this role she was responsible for hedge fund investment due diligence, manager selection and advisory services. Lily earned a Bachelor of Commerce in Accounting from the University of Queensland in Australia.

Mathieu is currently Global Head and Asia Pacific Head of Alternatives, in our Global Private Banking and Wealth Division, based in Hong Kong. In this capacity, he oversees the offering of hedge funds, private equity funds, Real Estate funds and other private investment opportunities to HSBC’s private banking and wealth customers.

Prior to joining HSBC, Mathieu set-up the private markets offering of Antarctica Asset Management, a global platform allowing wealth managers to offer their clients access to a curated offering of hedge funds and private market funds.

Before that, Mathieu set up and grew the Asia operations of Moonfare, an online platform allowing private individuals to invest in Private equity funds. 

In the earlier part of his career, Mathieu held various leadership roles at UBS, including leadership of the Wealth Management Private Markets Distribution team and the Institutional Investments group for APAC. Mathieu also held equity capital markets, structuring and derivatives positions in the investment banking divisions of UBS, Merrill Lynch and Calyon in London and Paris.

Mathieu holds a Master’s degree in Applied Mathematics for Finance from Ecole Centrale Paris.

Michael Ostro is the Head of the Private Markets Group in Asia. He joined the Private Markets Group (PMG) in 2019 as an investment specialist, subsequently shifting focus to market development. 

PMG Asia is located across two offices - Singapore and Hong Kong - and is responsible for serving UBP Asia’s clients with innovative private market opportunities sourced locally and globally. 

Prior to joining the UBP PMG, Michael was an Investment Analyst on the trading desk of a Multi Family Office in London, ACPI Investment Managers (acquired by UBP), from 2016 to 2018. Before beginning his career in finance, Michael spearheaded the retail expansion of his family business, Ostro Minerals, from the years 2010 to 2016. 

Michael graduated with Distinction from the Cornell School of Hotel Administration in 2015

Michelle Shi joined UBS in 2022 as head of CIO Global Investment Management Alternative Solutions APAC, where she is responsible for the bank’s alternative fund offerings for the private wealth clients in the region.

Michelle has more than two decades of experience in the financial industry, and an established buy-side track record in the Alternatives investment industry for almost 20 years. 
She joined UBS after a decade with State Street Global Advisors and GE Asset Management where her last role was Head of Asia Private Equity, managing the Asian private equity investments and private credit investments on behalf of a large US pension
fund. In that role, she oversaw the Asia portfolio including funds, direct investments, and co-investments.

Prior to that, she was a senior investment member at ADM Capital, which is one of the leading credit and special situations hedge fund in the region, where she successfully originated and led the fund’s direct investments in various regional markets including Japan and Southeast Asia.

Stephen Sheung is the Head of Alternative Investments & Managed Solutions at Bank of Singapore’s Hong Kong branch. In this role, he leads a team of product specialists to drive the overall growth of the bank’s managed investments and alternative investments business. Stephen is experienced in portfolio advisory, portfolio management and investment strategy at various financial institutions including UBS Global Wealth Management and HSBC Global Private Banking.

Stephen holds a Master of International & Public Affairs from the University of Hong Kong and a Bachelor of Mathematics (Actuarial Science) from the University of Waterloo in Canada. He is a certified CFA and FRM, and has obtained the CFA Certificate in ESG Investing.