Citywire Asia Sustainable Finance Congress

Anurag Mahesh is Vice Chairman, APAC for Deutsche Bank International Private Bank. In his role, Anurag works with clients and stakeholders within Deutsche Bank across various divisions with a view to deliver best in class solutions for the clients’ Wealth Management and corporate requirements.

Prior to re-joining Deutsche Bank in Jan 2022, Anurag was the co-head of Global Family Office (GFO) APAC at UBS AG, Singapore/HK. Prior to this, he was with Deutsche Bank Wealth Management from 2007 through 2017 and most recently was the head of Global Key Client Partners (KCP) and member of Wealth Management’s Global Executive Committee.

He holds a Bachelor of Technology degree from Indian Institute of Technology (IIT), Bombay, India and a Post Graduate Diploma in Management from Indian Institute of Management (IIM), Ahmedabad, India. He is also a CFA charter holder and member of CFA Society Singapore.

Anurag has been part of Singapore’s effort to create a Family Office ecosystem and was the founding member of the Family Office Development Team (FODT) sponsored by MAS, EDB and Wealth Management Institute (WMI).

Drawing upon his extensive leadership experience and industry knowledge, Arjan is responsible for the entire products and services offering in Asia and overlooks the regional investment strategy.

Arjan started his financial career with Hollandsche Bank Unie (HBU), serving Private, Corporate and Institutional clients within a dealing room environment, and subsequently became Head of Treasury & Special Products Private Clients in the Netherlands.

He has over 14 years of experience with ABN AMRO Private Banking, of which more than 7 years were spent in Asia. In early 2006, he relocated to Singapore to take up the position of Regional Head of Treasury & Special Products for Private Banking in Asia with ABN AMRO.

With his strong understanding of the needs of Asian clients, Arjan moved to Hong Kong in April 2010 and was appointed Head of Private Banking for North Asia. Following this, he was appointed Head of North Asia at ANZ Private Bank before being appointed Head of Integration for ANZ Retail & Private Wealth Asia in April 2016. Arjan was appointed Head of Head of Markets, Investments & Structuring Asia at Indosuez Wealth Management in February 2017.

Arjan graduated with a Master of Science in Business Economics from Nyenrode University, the Netherlands.

Eleonore Dachicourt CFA is the Head of Sustainable & Responsible Investments, Asia at BNP Paribas Wealth Management. She is responsible for leading the organisation’s growth in sustainable investment offering and drive client uptake of sustainable investments.

Prior to joining BNPP in 2022 , Eleonore was with Credit Suisse, where her last role was the Head of Sustainable Client Solutions, Global Wealth Management, responsible for implementing the company’s sustainability investment strategy . In this role she advised clients on their sustainability journey and worked closely with the investment products and services teams towards a holistic sustainable investment offering spanning all asset classes and strategies, from ESG integration to impact investing. She was also responsible for successfully growing sales of sustainable & responsible investments across all market areas, globally.

Eleonore has more than 20 years of Asset and Wealth Management experience as an investment specialist and fund raiser across Asia, Europe and the Middle East, including 10 years in Singapore.Over the course of her career she has raised and managed billions of dollars across the alternatives space, primarily in hedge funds, as well as in traditional multi asset long only portfolios.

Eleonore holds a Masters in Business and Finance from NEOMA Business School, an MBA from INSEAD. She is a CFA Charterholder, and a professionally certified executive and wellness coach.

Eugenia Koh is Global Head of Sustainable Finance for the Consumer, Private and Business Banking division at Standard Chartered Bank. In her role, she is responsible for building sustainable finance product capabilities and client engagement tools, and embedding reputational, sustainability and climate risk considerations into governance frameworks and risk management processes to deliver on the division's net zero commitments. Eugenia partners with bankers to engage clients on conversations to incorporate sustainable investing strategies into their portfolios. She also actively drives industry thought leadership and is a member of the Bank's global Sustainable Finance Governance Committee.

She has over 12 years of experience in sustainable development from sustainable investing to corporate social responsibility and experimenting with building a social enterprise to support livelihoods in Cambodia.

Prior to joining the Bank, Eugenia worked in the COO team at Barclays, where she had her initial foray into impact investing. There, she was tasked with evaluating and exploring the implementation of an impact investing platform for Barclays in Asia.

She started her career at Weber Shandwick, and worked on a number of award-winning public relations campaigns spanning thought leadership to corporate social responsibility.

She is author of "Dawn Kwan. Art Awakening", a chronicle of child prodigy Dawn Kwan's journey as a child artist, which is available in all National Libraries in Singapore.

James Wey, Managing Director, the Head of Singapore and Southeast Asia for J.P. Morgan Private Bank in Asia. He is responsible for managing and overseeing the Private Bank in Singapore.

James joined J.P. Morgan in 2008 and prior to moving to Singapore he was a Market Manager based out of Hong Kong. Over the years, James had worked with many significant and sophisticated families in the region, where most have control over several listed companies and require complex planning and unique investment requirements. With his in-depth knowledge and experience in the financial services industry, he offers tailored solutions and advice that are best suited for each family according to their circumstances.

Prior to joining J.P. Morgan, James was a management consultant with McKinsey & Company for over 3 years, responsible for advising clients on their strategic and operational issues across Asia Pacific. He is also experienced in private equity investments in Asia, having worked primarily on real estate transactions.

James holds a Bachelor of Science degree from Brown University in Rhode Island, USA, majoring in Neuroscience. He obtained his MBA from Duke University in North Carolina, USA, majoring in Finance, with an additional certificate in Health Sector Management. He also takes a keen interest in music and history, enjoys tennis and hiking.

James has lived in Taiwan, China, the United States, Thailand and Japan; he currently resides in Singapore with his family.

Lee Wong is Head of Family Services, Asia at Lombard Odier.

Lee is responsible for leading Lombard Odier’s wealth planning and family services proposition, which is a key component of the Bank’s growth strategy in the region.

Before joining Lombard Odier, Lee amassed over 23 years of experience in the wealth management industry. She joined from Union Bancaire Privée in Singapore, where she was Head of Wealth Planning for South Asia and was responsible for leading a team advising high net worth clients on their family wealth transition, family governance, as well as philanthropic aspirations.

Lee is a member of the MAS-EDB Family Office workgroup as well as the Wealth Management Institute’s expert panel on Family Offices. She is a regular trainer for Singapore Management University for IBF certification courses on wealth planning and family office. She is also a trainer for Wealth Management Institute’s family office advisor program.

Lee holds a Bachelor of Laws from the National University of Singapore. She is a
Chartered Trustee appointed by the Singapore Trustee Association.

Mae serves as Head of Philanthropy Services Asia and is based in Singapore. She advises individual, family, corporate, and institutional clients on the implementation of their philanthropic ambitions. Mae leads the integration of philanthropy into the spectrum of sustainable positive impact solution, develops and implements philanthropy training protocols for colleagues, and offers thought leadership for clients.

Before joining BNP Paribas, Mae was with Credit Suisse Private Banking APAC for over a decade. In her role as Philanthropy Advisor, she helped lead the roll-out of SymAsia Foundation, the first donor advised fund under the auspices of a bank in Asia. Mae worked to structure client’s private and corporate foundations under SymAsia, and developed grant strategies for these foundations.

With over 20 years of non-profit and philanthropy experience, Mae has first-hand experience raising funds and partnering both the private and government sectors in non-profit activities, having founded a Singapore-based charity to promote visual literacy and support emerging art practitioners. Art Outreach Singapore, was established in 2003, and she remains its chairperson. Mae also sits on various panels and committees focused on social impact and philanthropy for various Singapore statutory boards

Mae often speaks on topics in the areas of philanthropy and art, and is a graduate of the National University of Singapore.

When he’s not seeking out investment opportunities for clients, Marc coaches rugby for underprivileged kids. At the heart of it is his belief in creating a positive change to people and to society.

He brings this philosophy to work, where he sees ESG as a way to both help clients do well, and do good at the same time.

Joining DBS from Société Générale in October 2014, Marc leads the Wealth Managed Solutions and Investment Governance group. His team of specialists cover managed products such as Funds (Unit Trusts, Private Equity, Hedge Funds), Funds Selection and Discretionary Portfolios.

It should come as no surprise that Marc is a member of DBS Group Sustainability Council.

At Société Générale, he held various positions in Private Banking, Corporate and Investment Banking in Asia, Europe and America. He has more than 20 years of experience in the financial industry.

A French national, Marc holds a Master in Business Administration from ESSEC in Paris, France.

Michael Blake is CEO Asia for Union Bancaire Privée (UBP), a family-owned private bank and specialist asset manager headquartered in Geneva, Switzerland.

In this capacity, Michael is responsible for the leadership and development of UBP’s wealth management business in Asia. He brings to the role a track record of leading cross-cultural teams during periods of growth and transformational change. 
 
Michael joined UBP in 2016 upon its successful acquisition of Coutts International. Prior to this, he was Chief Executive of Coutts International, with responsibility for leading its international wealth management business and overseeing its integration with UBP in Europe and Asia.
 
Michael has lived in Asia for much of the past two decades and is active in various international affairs forums. He read Philosophy, Politics and Economics at Oxford University and studied Mandarin in Beijing.

RESPONSIBILITY
Omar Shokur became Chief Executive Officer Asia and Branch Manager of Indosuez Wealth Management in Singapore from 1 July 2019. Based in Singapore, Mr. Shokur is responsible for Indosuez’s business and development strategy in Asia. He reports to Jean-Francois Deroche, Chief Executive Officer of CA Indosuez (Switzerland) SA. He succeeds Pierre Masclet who has taken up the role of Deputy Chief Executive Officer of Indosuez Wealth Management group as of 1 July 2019.

ADDED VALUE
Mr. Shokur has close to 20 years of all-rounded banking and management experience with Indosuez and its parent bank, Credit Agricole (Suisse) SA.

CAREER
He began his banking career in 2001 with the International Organization Department in Credit Agricole Indosuez (Suisse) SA, Lausanne in Switzerland where he was in charge of strategic and operational strategic projects to support the bank’s development.

In 2007, Mr. Shokur joined Crédit Agricole Corporate and Investment Bank in London where he focused on the structuring and sales of commodity derivatives. He was responsible for commodity derivatives activities in the Capital Markets division in Geneva.

In 2010, Mr. Shokur was named Indosuez’s Head of the Financial Intermediaries Department in Geneva. He was responsible for all activities in this department, both in Switzerland and Asia. In 2017, he was appointed Head of Markets, Investment and Structuring, with responsibility for Switzerland and Asia. As such, he joined the
Executive Committee of CA Indosuez (Switzerland) SA.

EDUCATION
Mr. Shokur holds a master’s degree in mathematics from the Ecole Polytechnique Fédérale de Lausanne (EPFL) obtained in collaboration with the Massachusetts Institute of Technology in Boston (2001) as a visiting student. He also graduated from the IMD business school in Lausanne with an MBA in 2006.

A linguist, he speaks fluent English, French, Italian, Persian and has a basic knowledge of Spanish.

Sheryl Fofaria leads Social Impact and Philanthropy for UBS across Southeast Asia, including philanthropy advisory and execution services, as well as impact in the community.  

She has 18 years of experience spanning philanthropy and finance. Prior to joining UBS, Sheryl led J.P. Morgan’s Philanthropy Centre in Europe, the Middle East & Africa for 8 years – advising wealth management clients on using strategic philanthropy to tackle social and environmental issues. She has advised institutional asset managers and hedge funds on their cross-asset macro and Asian equity strategies at UBS Investment Bank in both London and Hong Kong. She also has grassroots experience running programmes for a social enterprise focused on diversity, inclusion and social mobility.  

Sheryl holds an undergraduate degree in Economics & Management from Cambridge University and postgraduate in International Development from the London School of Economics and Political Science. She is an advocate for innovative and entrepreneurial approaches to global development and passionate about learning from different cultures, having been born and brought up in Africa, educated in Europe, and travelled extensively through Africa, South America, Australia, New Zealand and Asia.