Citywire DPM Forum 2023

Adrian Zuercher is Head Global Asset Allocation and Co-Head Global Investment Management APAC at UBS Chief Investment office. In his Global Asset Allocation role, he is responsible for the multi-asset portfolio solutions. He co-chairs the tactical investment forum, the global portfolio construction meeting, and is a member of the global investment committee which defines the UBS CIO houseview. In his Global IM APAC capacity, he is responsible for investment fund selection, portfolio management and product development. Adrian oversees regionally discretionary and advisory mandates, investment and alternatives funds, sustainable investing and the Wealth Planning offering.

Before joining UBS, Adrian was Head of Multi-Asset Emerging Market Strategy and Global Asset Allocation at Credit Suisse Asset Management in Hong Kong and Zurich where he was responsible for multi-asset class portfolios as well as advising sovereign wealth funds and other institutional investors on asset allocation. Prior to that, he was an equity fund manager in charge of Asia at VP Bank Asset Management, and a multi-asset class portfolio manager at F. van Lanschot Bankiers. Adrian holds a MSc in finance and economics from the University of Bern and is a CFA charterholder.

Arjun is the Head of Portfolio Management for EFG Asset Management, Asia and the CEO of EFG Asset Management, Singapore & Hong Kong. He was previously the Head of Investment Counselling for EFG Bank Singapore, a role which he had taken up in November 2016 following the acquisition of BSI by EFG Bank.

Arjun started his career in Coutts London in 1998 where he spent more than 12 years, managing ultra-high net worth client portfolios on a discretionary and advisory basis and the Singapore Tailored Portfolio Management Services division focusing on ultra-high net worth client portfolios when he relocated to Singapore in 2010.   

In 2011, Arjun joined BSI Singapore as the Head of Strategic Advisory, responsible for Discretionary and Advisory Portfolio Management Services. Arjun is a CFA charterholder since 2002, and graduated with a Bsc Honours degree in Economics from the London School of Economics.

Christophe heads the Discretionary Portfolio Management practice at DBS Private Bank. He leads a team of experienced portfolio managers who run a broad suite of mandates and investment products catering for various risk appetite and investment needs. His team contributes to the elaboration and implementation of the investment strategy across various asset classes and regional markets.

Christophe joined the investment industry in the late 90’s and has 25 years of international experience managing global multi asset portfolios at Credit Lyonnais Suisse SA, Credit Agricole Indosuez and Société Générale Private Banking before joining DBS in October 2014. He holds a Master in Finance from ESCP Europe (Paris) and a Master in Management from Skema Business School

Harsh Agarwal is a Senior Portfolio Manager and Head of Fixed Income in the APAC DPM team He has been with Deutsche Bank since 2013 having worked with Lehman Brothers, J P Morgan, and Credit Suisse.

Harsh is currently managing global fixed income portfolios and co managing multi asset portfolios for DB’s APAC clients He has 20 years of experience in the fixed income markets, across local currency credits, investment grade, high yield, distressed debt, and convertible bonds.

His working career has spanned across US, HK, and Singapore in various roles as an analyst, risk manager and portfolio manager He is a Chartered Accountant, Chartered Financial Analyst, Cost Works Accountant, and has received his MBA from the Indian Institute of Management.

Karen is Head of Investment Solutions and Managed Solutions, Asia for Pictet Wealth Management, covering the overall advisory business with a focus on managed solutions for Asia. She joined Pictet Wealth Management in 2020 as a Fund Specialist.

Before this, she was with UBS Wealth Management where she was an investment specialist at the Advisory and Sales team, covering under contract solutions including discretionary mandates, advisory mandates, private assets and funds.

Prior to that, she covered managed solutions advisory including Funds, Alternatives, discretionary and advisory mandates during her tenure at Bank Julius Baer. Karen has more than 20 years of experience in the Private Banking industry. She started her career at Merrill Lynch and has also worked at HSBC Private Bank and Bank of Singapore.

Karen graduated from Nanyang Technological University with a Bachelor of Business, Banking. She is a Chartered Alternative Investment Analyst and Certified Financial Analyst in ESG Investing.

Louis joined Nomura from UOB Private Bank where he helped to set up the Discretionary Portfolio Management desk. Louis has more than 10 years of money managing experience. He has worked in several financial establishments involving client investments and as an investment specialist with EFG Private Bank prior to UOB.

Prior to Singapore, Louis began his financial career with TD Bank and Bank of Montreal for several years. Louis then moved back to Asia and worked for Taishin Bank under their International Syndication unit.

Louis holds a degree in Economics and a minor in Commerce from the University of British Columbia and is both a CFA and CFP (Canada) Designation holder.

Matthew is the Head of Discretionary Portfolio Management (DPM) in Singapore. He joined BNP Paribas Wealth Management in 2003, and has more than 25 years of investment experience, primarily managing discretionary portfolios for both private and institutional clients. He had led the BNP DPM team to win several awards for several years including Best DPM team by Asian Private Banker, The Digital Banker and The Private Banking Innovation Award.

Prior to joining BNP Paribas Wealth Management, he was the Head of Portfolio Management in UBS AG and Royal Bank of Canada, both in Singapore. He participates in a range of equity and bond investment committees, and takes the lead role in many tailor-made solutions offered to our largest clients, especially for SGD and USD multi-asset portfolios as well as certain tailor-made equity solutions. He also takes a lead role in sales and marketing initiatives for DPM Asia, covering areas such as new product development and improving client experience. 

Matthew is a CFA charterholder, holds the Certified Financial Planner (CFP) designation, has a MBA from Western Michigan, a Masters in Technopreneurship and Innovation from Nanyang Technological University and graduated with Upper Second Class Honours from University of London.

In his private time, he volunteers on both board and committees including SATA CommHealth and other non profit organisations.