Wealth Management Hong Kong

Changing context UBS Wealth Insights
Hong Kong, January 12, 2018

The world is experiencing robust and synchronized economic growth, supporting rising global equity markets. But the investment context is changing. Central banks are beginning to withdraw stimulus. Geopolitics is in flux. And technological disruption is impacting economies, markets, and industries.

This year's Wealth Insights series titled "Changing Context”, will provide investors with the guidance they need to navigate these changes, and protect and grow their wealth in the year to come.


An overview of the topics that will be discussed at the forum

UBS Wealth Insights LinkedIn group

The UBS Wealth Insights group on LinkedIn is designed to explore wealth management and market trends in Asia Pacific

Keynote Speaker

The Honorable John Kerry

68th United States Secretary of State (2013-2017)

On February 1, 2013, John Forbes Kerry was sworn in as the 68th Secretary of State of the United States, becoming the first sitting Senate Foreign Relations Committee Chairman to serve as Secretary in over a century. Kerry drew from this experience to provide the State Department with global stewardship on issues ranging from nuclear non-proliferation to radical extremists, to humanitarian challenges and the rising threat of climate change.

In 2013, Kerry became the first Secretary of State to meet with Iran’s Foreign Minister since the Iranian revolution of 1979. This meeting was the highest-level U.S. diplomatic contact with Iran in more than six years, and a key moment on the journey towards the eventual signing of the landmark 2015 agreement to prevent Iran from attaining a nuclear weapon.

Faced with the rising threat of global climate change, Kerry was also a key architect of the Paris Climate Accord, signing the historic agreement to reduce carbon emissions in 2016.

Kerry drew upon a lifetime of public service during his tenure as Secretary.
Shortly before he graduated from Yale University, Kerry volunteered for service in the United States Navy. He completed two tours of duty in Vietnam, including serving as a Swift Boat skipper patrolling the rivers of the Mekong Delta. Lt. Kerry returned home from service in Vietnam with a Silver Star, a Bronze Star with Combat V, and three Purple Hearts.

Back in the United States, Kerry felt compelled to speak out against the war in which he had served. Testifying at the invitation of Chairman J. William Fulbright before the Senate Foreign Relations Committee he would chair 38 years later, he asked the poignant question, “How do you ask a man to be the last man to die for a mistake?” He also began a lifelong fight for his fellow veterans as a co-founder of the Vietnam Veterans of America, and later as a Senator who fought to secure veterans’ benefits, extension of the G.I. Bill for Higher Education, and improved treatment for post-traumatic stress disorder.

After receiving his law degree from Boston College Law School in 1976, Kerry went to work as a top prosecutor in Middlesex County, Massachusetts, where he took on organized crime, fought for victims’ rights, and created programs for rape counseling. He was elected Lieutenant Governor of Massachusetts in 1982 and was elected to the United States Senate two years later.

In 2009, Kerry became Chairman of the Senate Foreign Relations Committee, assuming a leadership role on key foreign policy and national security issues facing the United States, including Afghanistan and Pakistan, China, nuclear non-proliferation, and global climate change.

In addition to his 28 years on the Senate Foreign Relations Committee, Kerry also held senior positions on the Finance, Commerce, and Small Business committees. He served as a member of the bipartisan Joint Committee on Deficit Reduction, where he worked across party lines to try and reduce the country’s debt and strengthen our economy. Prior to his departure from the Senate, Kerry was the seventh-most senior Senator.

A best-selling author of A Call to Service: My Vision for a Better America and This Moment on Earth, Secretary Kerry announced in 2017 he will be writing a memoir, expected in 2018. He is currently a Distinguished Fellow for Global Affairs at Yale University as well as the inaugural Visiting Distinguished Statesman for the Carnegie Endowment for International Peace.

Kerry was the Democratic Party’s nominee for President of the United States in 2004. He and his wife Teresa Heinz Kerry have two daughters, three sons, and six grandchildren.

Special Guest Speaker

Sir Christopher A. Pissarides

Born: 1948, Nicosia, Cyprus
Field: Macroeconomics, Labor Economics
Awarded: The Sveriges Riksbank Prize in Economic Sciences in Memory of Alfred Nobel 2010, shared with Peter A. Diamond and Dale T. Mortensen
Prize-winning work: Analysis of markets with search frictions
Affiliation: Professor in Economics and Political Science at LSE

Though Pissarides, a Cypriot living in London, is without a doubt the expert on European economics among his fellow Laureates, quoted in the press on the future of the Eurozone and European integration, his research focuses not only on Europe but on global developments with regard to economic growth and economic policy.

He was awarded the Nobel Prize in Economic Sciences in 2010 for his work on unemployment, analyzing why there are people unemployed when jobs are available. He studied how well-connected and how well-matched people are in the labor market. His work went on to determine much of future research and policy making around labor, housing, loan allocation and other markets’ economic activity that requires match-making.

Pissarides has also worked and publicly commented on future technologies and how they will change working environments. He agrees that jobs will be lost in the future. As an economic advisor, he calls on governments to help workers to re-allocate and to re-educate, emphasizing that policy makers will need to provide good social services, a good infrastructure and a support in job creation at the lower end. As possible solutions, he has also suggested a higher taxation of top incomes, a zeropercent taxation of low-income jobs and a universal basic income, especially for single-parent families.

Selected papers and presentations (2011-2017)

• The New Normal in China: Lessons from Europe
• Is the Greek Crisis One of Supply or Demand?
• Social Europe in a Climate of Austerity
• Unemployment in the Great Recession

Event Host

Amy Lo

Chairman and Head Greater China,
UBS Wealth Management
Chief Executive, UBS Hong Kong Branch
Group Managing Director

August 2017

Amy Lo is Chairman and Head of Greater China of UBS Wealth Management, Chief Executive of UBS Hong Kong Branch, and a Group Managing Director at UBS. Based in Hong Kong, she leads UBS's wealth management business in the Greater China region. As the Chief Executive of the Hong Kong Branch, she is responsible for the firm's strategic development and oversees business activities in Hong Kong.

Since joining the firm in 1995, she has held a number of senior management positions including Regional Head of Ultra-High Net Worth (UHNW) in Asia Pacific where she built up the practice and offering into today's position as the leading regional wealth manager for UHNW individuals.

Amy chairs the Hong Kong Private Wealth Management Association (PWMA); is a member of the Exchange Fund Advisory Committee (EFAC) Financial Infrastructure Sub-Committee of Hong Kong Monetary Authority; a member of the Banking Industry Training Advisory Committee of the Hong Kong Education Bureau; and a member of the MBA Advisory Board at the University of Hong Kong. She is also an Advisor of the Industrial Consulting Committee at the HongKong X-Tech. Amy was recently named by a top-tier media in China, China Business News, as one of the "Hong Kong Top 20 in the next 20 years" for her contribution to innovation developments in Hong Kong.

Amy is a Board Member of the UBS Optimus Foundation, the independent global grant-making foundation aimed at improving the education and welfare of children globally.

Main UBS Speakers:

Mark Haefele

Global Chief Investment Officer, 
UBS Wealth Management

Mark Haefele is the Global Chief Investment Officer UBS Wealth Management and is the chair of the UBS Global Investment Committee. He oversees investment policy and strategy for approximately USD 2trn in invested assets. He joined UBS as Head of Investment, CIO WM, when the CIO office was founded in 2011. Before that he was the cofounder and co-fund manager at Sonic Capital. He also served as a Managing Director at Matrix Capital Management. A former lecturer and acting dean at Harvard University, Mark is a frequent contributor to numerous financial media, including CNBC, Bloomberg, and the WSJ. He serves on the Foundation Board of the Pension Fund of UBS. After receiving his BA from Princeton, he earned both an MA and PhD from Harvard University. As a Fulbright Scholar, he also received an MA from the Australian National University.

Yifan Hu

Regional Chief Investment Officer & Chief China Economist
UBS Wealth Management

Dr Yifan Hu joins us as Regional CIO Greater China & Chief China Economist. She is based in Hong Kong, and serves as a member of the CIO Asia Investment Committee as well as the CIO Emerging Markets Investment Committee. Working alongside the investment teams globally and in Asia Pacific, Yifan is helping shape CIO's macroeconomic and investment views on China. 

Yifan has held several Chief Economist positions since 2007, most recently at Haitong International where she was tasked with leading H-share equity research. Prior to this role, Yifan worked as a Chief Economist at CITIC Securities, China Economist at France's Natixis, and China Strategist at Merrill Lynch. Her views and columns can be found in leading financial media.

Prior to that, Yifan was an Assistant Professor at the School of Business and Economics at the University of Hong Kong and published extensively in the international and Chinese academic journals. Yifan has considerable experiences in research and consulting, and served in various prestigious organizations including the World Bank and The Peterson Institute for International Economics (PIIE) in Washington D.C

Yifan received her Ph.D in Economics from Georgetown University and B.S. in Economics from Zhejiang University. 

Mike P. Ryan

Chief Investment Officer Americas
UBS Wealth Management

Professional history

Mike is Chief Investment Officer Americas for UBS Wealth Management. Mike is responsible for bringing together market and investment insights from multiple sources and positioning them so as to optimize impact for UBS clients. As Head of CIO Americas, Wealth Management, Mike manages over 40 U.S.-based research professionals dedicated exclusively to serving the needs of
individual investors.

Mike is a member of the WMA Executive Committee, in addition to serving on UBS’s Global Investment Committee and Global CIO Management Committee, which is responsible for formulating the UBS Wealth Management Investment House View.

With more than 30 years of experience in the financial industry, he is widely recognized as a leading market expert.

Professional affiliations

Mike is a Chartered Financial Analyst® and a member of the CFA Institute (formerly the Association for Investment Management Research), the Fixed Income Analysts Society Inc. (FIASI) and the New York Society of Security Analysts (NYSSA).

Media exposure

Mike appears regularly on CNN, CNBC, PBS, TV Tokyo and Bloomberg Television. He is frequently quoted in The Wall Street Journal, Dow Jones News Services, Reuters, Financial Times, Nikkei news and Bloomberg.


Mike holds an M.B.A. in finance from the University of Rochester’s William E. Simon Graduate School of Business Administration, and a B.A. in political science/economics from the University of Rochester.

Min Lan Tan

Head APAC Investment Office
Chief Investment Office, 
UBS Wealth Management

Min Lan Tan is a Group Managing Director at UBS AG. Since July 2013, she is the Head of the APAC investment office at UBS Wealth Management. She serves on the Global Investment Committee, Emerging Market Investment Committee and Asia Investment Committee at UBS Wealth Management, which formulate the regional and global UBS House View.

Prior to joining UBS Wealth Management, Min Lan spent eleven years with the UBS Investment Bank where she held a number of senior appointments. From 2002-2012, Min Lan was the Head of Research and Strategist at UBS Securities Singapore. Over this period, Min Lan was ranked a top analyst in Asia across major institutional investor surveys, including being named the Number 1 analyst in Singapore by Asiamoney for ten straight years. From 2006, she was concurrently appointed the Head of Equities for Singapore, with oversight of research, sales, trading and execution, prime brokerage and exchange traded derivatives. In 2012, Min Lan was made the Global Head of FICC Macro Strategy Research, where she was in charge of teams covering global asset allocation, global emerging markets, fixed income, FX and credit research. 

Before joining UBS, Min Lan worked as a senior economist with the Econometric Modelling unit at the Monetary Authority of Singapore, as well as an economist and strategist at Merrill Lynch covering the Asian equities markets. Min Lan holds a Bachelor in Accountancy (Hons) from the National University of Singapore and is a CFA charter holder. She also sits on the Investment Review Committee of the Singapore National Kidney Foundation.

Kelvin Tay

Regional Chief Investment Officer, 
UBS Wealth Management

Kelvin Tay is the Regional Chief Investment Officer at UBS Wealth Management. Kelvin is a member of the UBS Global Emerging Markets Investment Committee, as well as the Asia-Pacific Investment Committee where he provides strategic research and inputs to the investment and asset allocation process across asset classes.

Based in Singapore, Kelvin joined UBS Wealth Management Asia in April 2006 and was deputy head of P&S Consulting (Southeast Asia), where he helped clients structure investment portfolios based on asset allocation. Prior to joining UBS, Kelvin worked at Deutsche Bank Private Wealth Management (Asia) as the Asian & European Equity Strategist responsible for Asian & European equity selection. He was also the portfolio manager of the Asian equities portfolio and was also responsible for conducting funds research.

From 2002 to 2004, Kelvin was a Regional Telecoms Analyst with JPMorgan Chase where he was consistently one of the top 3 rated regional Asian telecoms analysts in international surveys such as AsiaMoney and Institutional Investor.

From 2000 to 2002, Kelvin was a Regional Telecoms Analyst with ABN AMRO (Asia) Ltd in Hong Kong, where he was ranked No.3 in AsiaMoney's Asia-wide regional telecoms analyst survey in 2001 and his team was ranked No. 1 in the 2000 Greenwich survey. Prior to that, Kelvin worked at Overseas Union Bank in Singapore as a credit analyst in loan syndications and capital markets.

Other speakers/panelists:

Henri Arslanian

FinTech & RegTech Lead, China/HK

Henri Arslanian is the PwC FinTech & RegTech Lead for China/Hong Kong. He is also an Adjunct Associate Professor at the University of Hong Kong where he teaches the first FinTech university course in Asia.

Henri is a TEDx speaker, a published author, and currently sits on several finance, academic, government, civil society, and FinTech/RegTech related boards and advisory boards in Asia and globally.

Henri is a member of the Hong Kong regulator’s SFC FinTech Advisory Group and the Hong Kong government’s FSDC Fintech working group. He also sits on the board of the FinTech Association of Hong Kong and the board of the International RegTech Association.

A member of the Milken Institute’s Young Leaders Circle and with over 350,000 LinkedIn followers, Henri has been awarded many industry and academic awards over the years from being named one of the Most Influential Individuals in FinTech in Asia to being awarded the Governor General of Canada Gold Medal for Academic Excellence. Henri was also recently recognized as one of the global 2017 LinkedIn Top Voices in Economy & Finance.

Before joining PwC, Henri was with a FinTech start-up and previously spent many years with UBS Investment Bank in Hong Kong. Henri started his career as a financial markets and funds lawyer in Canada and Hong Kong.

Henri speaks five languages including English, French, Armenian, Spanish and Mandarin Chinese.

He holds a Masters in Chinese Law from Tsinghua University; a joint Global Executive MBA from Columbia Business School, London Business School, and Hong Kong University; a Masters in Transnational Law from the University of Sherbrooke; and a Bachelor of Law from the University of Montreal (Dean’s List of Excellence).

Richard Clarida

Global Strategic Advisor, PIMCO

Dr. Clarida is a managing director in the New York office and PIMCO's global strategic advisor. In this capacity he leads PIMCO's annual Secular Forum process and works closely with the Investment Committee to assess and analyze global monetary and fiscal policy trends. Since joining the firm in 2006, he has worked extensively with and served as a trusted adviser to the firm's many central bank and sovereign wealth fund clients. Prior to joining PIMCO, he gained extensive experience in Washington as assistant Treasury secretary, in academia as chairman of the economics department at Columbia University, and in the financial markets at Credit Suisse and Grossman Asset Management. He has 19 years of investment experience and holds a Ph.D. in economics from Harvard University. He received his undergraduate degree with Bronze Tablet Honors from the University of Illinois.

Neil Dwane

Global Strategist

Neil Dwane is our Global Strategist responsible for coordinating and presenting AllianzGI's strategic house views. He chairs the bi-annual Investment Forum and our monthly Global Policy Committees, in addition to overseeing the Economics and Strategy Research team.

Additionally, he retains some of his long-only Pan-European equity portfolios from his prior role of Europe CIO, Equity which role he held for nearly 14 years. He is a member of the Global Investment Management Group and reports to our Global CIO.

Neil joined the company in 2001 as Head of UK and European Equity Management from JPMorgan Investment Management where he had been an UK and European specialist portfolio manager since 1996. He began his investment career in 1988 with Kleinwort Benson Investment Management as an analyst, later as a fund manager, before moving to Fleming Investment Management in 1992.

Neil holds a BA in Classics from Durham University and is a member of the Institute of Chartered Accountants.

Nicolas Fu

Nicolas is the Chief Investment Officer of Banbury Investments, a single family office based in Hong Kong. Banbury invests globally and across all asset classes, with a core allocation to property complemented by equity, fixed income, hedge fund and private equity holdings.

Before joining Banbury Nicolas was a London based alternative investment specialist at HSBC for 7 years, managing multi-strategy portfolios of hedge funds for private and institutional clients, as well as positioning the Group’s various real estate and private equity offerings. Prior to this he was an asset allocation advisor and fund due diligence analyst at JPMorgan.

Nicolas graduated with a BSc (Hons) in Economics from the London School of Economics and Political Science and is a Chartered Alternative Investment Analyst (CAIASM) Charter Holder. He is also a Trustee of the Fu Tak Iam Foundation.

Sundeep Gantori

Equity Analyst, 
UBS Wealth Management Chief Investment Office

Sundeep Gantori is an equity analyst responsible for covering the global technology sector and the Asia ex-Japan Focus 20 list, which features CIO's highest conviction ideas in the region.

Sundeep joined UBS Wealth Management as an equity analyst in February 2007. His coverage primarily focuses on global technology sectors including internet, semiconductors, software and services, and hardware. Additionally, Sundeep is also responsible for managing the Asia ex-Japan Focus 20 list, covering Taiwanese equities and developing other thematic ideas. Before joining UBS, Sundeep worked as an equity analyst at PCS Securities, an Indian brokerage firm where he was covering the Indian IT and telecom sectors.

During the past few years, Sundeep has authored many thought-leadership pieces on topics like AI, automation, cryptocurrencies, blockchain, etc., and his views regularly appear across high-profile media outlets.

James Gifford

CIO Head of Impact Investing,
UBS Wealth Management

James Gifford is CIO Head of Impact Investing for UBS Wealth Management, working with the bank’s clients, advisers and product specialists to develop fund strategies and mobilise capital into impact investing. He is also a Fellow at the Centre for Sustainable Finance and Private Wealth at the University of Zurich and teaches a programme at the Harvard Kennedy School on impact investing for the next generation of ultra-high-net-worth family members. He was the founding executive director of the UN Principles for Responsible Investment and led the organisation from inception in 2003 until 2013. Dr Gifford has published numerous articles and book chapters on responsible investment. He has a PhD from the University of Sydney on the effectiveness of shareholder engagement in improving corporate environmental and social performance, degrees in commerce and law, and a master’s degree in environment management. He has been recognised as a Young Global Leader by the World Economic Forum.

Suni P. Harford

Head of Investments
Group Managing Director

Years of investment industry experience: 30
Education: Denison University (US), BSc; Amos Tuck School of Business (US), MBA

  • Suni joined UBS Asset Management as Head of Investments in July 2017 and is responsible for driving the Investments business forward, working closely with the heads of the underlying investment areas.
  • Suni was previously at Citigroup where she worked for 24 years. She was most recently Regional Head of Markets for North America for nine years, with responsibility for sales, trading, origination and research across all fixed income, currencies, commodities, equities and municipal businesses. Suni was also a member of Citi's Pension Plan Investment Committee and a Director on the Board of Citibank Canada.
  • During her earlier career, Suni was Citi's Global Head of Fixed Income Strategy and Analysis (2004-2008) as well as Global Head of The Yield Book Inc., a wholly-owned subsidiary of Citigroup. She started her Wall Street career at Merrill Lynch & Co. in Investment Banking. 
  • Suni is a prominent diversity champion, both in the financial services sector and the wider business community, and served as the co-head of Citi Women and on the Board of Directors of The Forte Foundation, a US non-profit organization dedicated to increasing the number of women leaders in business. She is also involved in many organizations raising awareness and support for the US veteran community.

Mario Knoepfel

Head, Sustainable & Impact Investing Advisory, Asia-Pacific
Investment Platforms & Solutions
UBS Wealth Management

Mario is heading the IPS Sustainable & Impact Investing Advisory for Asia-Pacific since January 2015.

In his role, Mario advises clients on sustainability aspects, helping them to incorporate personal values in investment portfolios across asset classes, investing with social and environmental impact through innovative private markets solutions and driving education and awareness efforts in the region.

Working for UBS Wealth Management since 2001, Mario relocated to Hong Kong in early 2013 to establish the Hong Kong presence of the UBS Optimus Foundation, a professional grant-making foundation that helps UBS clients in funding and managing projects benefitting underprivileged children around the world.
Prior, he worked for UBS Wealth Management in different positions in Zurich and Moscow with a strong focus on advising the bank's ultra-high-net-worth clients and developing this client segment strategically.

Mario holds a bachelor degree in Business Administration with a Major in Banking and Finance from Zurich University of Applied Sciences in Switzerland.

Stuart Mercier

Senior Vice President, Asia Pacific, 
Brookfield’s Property Group

Stuart Mercier is a Senior Vice President in Brookfield’s Property Group, responsible for sourcing and executing real estate investment opportunities and assisting in the strategic development of Brookfield’s other business lines across Asia. Prior to joining Brookfield in 2012, Mr. Mercier served as an Investment Manager with a boutique Asian real estate investment and advisory firm. Previous to this, he was a member of the Global Investment and Asset Management team at Oxford Properties, the global real estate platform of the $65 billion OMERS pension fund. Mr. Mercier received a Bachelor of Arts from Bishop’s University and an MBA in Finance from the University of Hong Kong and London Business School where he was awarded the Haitong Securities “New Generation of Leaders” scholarship. Mr. Mercier currently sits on the Board of the Canadian Chamber of Commerce in Shanghai and is a member of the Asian Advisory Council of Bishop’s University.

Gerald Messier

Managing Director, 
Goldman Sachs Asset Management

Gerald is a portfolio manager focusing on Hedge Fund Strategies (HFS) in the Alternative Investments & Manager Selection (AIMS) Group, based in Hong Kong. He serves on the Global Manager Strategies (GMS) Investment Committee, the HFS Investment Committee and the AIMS New Product Committee. Gerald joined Goldman Sachs as a managing director in 2007. Prior to joining the firm, Gerald was global head of the Alternative FundInvest Group, responsible for advising private clients and institutions on their hedge fund allocations and managing hedge fund portfolios on a discretionary basis. He was a member of the Alternative Investment Policy Committee (AIPC) and the committee that approved hedge funds for lending purposes. Gerald joined Republic National Bank of New York (acquired by HSBC) after working as a risk management specialist at Citibank. Gerald earned a degree in economics from the Université du Québec in Montreal and a postgraduate diploma in business administration from Heriot-Watt University Edinburgh Business School. He was born in Montreal.

Jennifer Zhu Scott

Founding Principal, Radian Partners

Jennifer Zhu Scott is the founding principal of Radian, focusing on direct investments in Artificial Intelligence, the Blockchain, and renewable energy. Prior, she was head of business development and strategy in APAC for Thomson Reuters and led the firm’s speech-to-text, deep search, video-indexing projects. She co-founded one of the first education companies in China and exited before moving to the UK as a senior advisor to the education subsidiary of Daily Mail & General Trust.

In 2014, Jennifer was appointed as one of the 18 council members of China Council convened by the Global Agenda Council, the World Economic Forum’s think tank. In 2016, WEF re-appointed her to be one of 24 members of the Council of The Future of Blockchain. In 2013, Jennifer was honored by WEF as a Young Global Leader. Jennifer is a judge for New York Design Awards, London Design Awards, and an Academy Member of Global Teacher Prize. She studied Applied Mathematics & Computer Science at Sichuan University and holds an MBA in Finance with Manchester Business School, where she earned distinction with her research on PE/VC in China and was awarded as a Distinguished Alumni. In 2013, she went to Yale University to complete the public policy and leadership program and Harvard Kennedy School in 2016, followed by Oxford University in 2017, when she debated against the notion of Universal Basic Income at the Oxford Union. She is on numerous boards and advisory boards of AI and blockchain companies, including RNDR of OTOY, which is also advised by Dr. Eric Schmidt of Alphabet, Ari Emanual of WME IMG, and JJ Abrams, the director of Star Wars.

Jennifer is China Fellow of Aspen Institute and a permanent member of the Aspen Global Leadership Network.

Peter Stephens

Head of Blockchain and UK Innovation - UBS AG

Peter leads UBS' exploration and development of blockchain and Distributed Ledger Technology solutions, based out of the Level39 FinTech accelerator in London's Canary Wharf. He has been with UBS since 2003, working in a variety of technology roles in Europe and Asia. Peter spent the last nine years based in Hong Kong, where most recently he represented the UBS Group CTO in Asia Pacific with an additional global responsibility for the architecture management of the UBS regulatory change portfolio. Pete's earlier career at UBS had a deep focus on Investment Bank Operations technology, prior to which Pete worked as a technology consultant for IBM and PwC. He holds a Masters in Electronic and Electrical Engineering from the University of Leeds.

Mr. Eric Tang

Executive Director
UBS Wealth Management

Mr. Eric Tang is leading the client solutions development for a new Wealth Management platform in China. Prior to his current role, Eric was Head of Content Distribution Greater China responsible for providing investment advice across asset classes. He has over 20 years of experience in the financial industry. He joined UBS in 2006 from Credit Agricole Asset Management (currently Amundi), where he was responsible for the distribution business in Hong Kong. Eric has also worked as portfolio manager and research analyst. Eric is a Certified Private Wealth Professional (CPWP), Private Wealth Management Association, Hong Kong.

Eric graduated from the Smith School of Business, Queens University in Canada with a bachelor of commerce and a master of science in financial engineering from City University of Hong Kong.

Ray Yang

Partner, Marathon Venture Partners

Ray Yang is a Partner at Marathon Venture Partners (MVP), a China-based early to growth stage fund focusing on healthcare and fintech. Prior to MVP, Mr. Yang was a Managing Director at Northern Light Venture Capital, where he led the firm’s investments both in Healthcare and fintech. He started his venture capital career with Orchid Asia Group Management in 2004, where he helped establish the firm’s China operations and served as an Investment Director. Mr. Yang’s investments include China Distance Education Holdings Ltd. (NYSE: DL), IT168 (later merged with Autohome, NYSE: ATHM), Ganso (shanghai: 603886), Thundersoft (ChiNext: 300469), Burning Rock Biotech,BGI (Chinext: 300676), Annoroad Genomics, AnchorDX, iRay Technology; Datsing Bio-techscience, Golden Leaf MedTec, Micropoint Bioscience (NEEQ: 835054), Sinldo Technology(NEEQ: 836563), Prime Psych, InCarey Medical Technology, WeMed Medical, Yunnan Newcare, Nurse-Link, Dianrong.com, Qunxing Financial Service, Gevent Financial Service, Ejsino, Shulaibao.com, Credible and etc..

Prior to his venture capital career, Mr. Yang has spent ten years in various Chinese government and multinational corporations. He worked at the China’s Ministry of Commerce for four years, where he oversaw operations of the Economic & Commercial offices of China across the world. He then served as a Vice Commercial Consul for the Chinese Consulate General in Houston, Texas promoting trade and investment between China and the southern region of the United States. He also worked as a Commodities Trader for Louis Dreyfus Corporation, participating in the trading and analysis of the agricultural commodities.

Mr. Yang serves as a Director for Harvard Business School Alumni Board and was the President for Harvard Business School Alumni Club of Beijing (2009-2011). He is also a Guest Professor at Shanghai University of Business and Economics (2016-2019). He is a Fellow of Aspen Institute China Fellowship Program and a member of Aspen Global Leadership Network.

Mr. Yang holds a bachelor’s degree in Economics from Shanghai Institute of Foreign Trade and an M.B.A from Harvard Business School.

Chi-Won Yoon

Executive Vice Chairman
UBS Wealth Management

Professional History

Chi-Won Yoon is Executive Vice Chairman of UBS Wealth Management. In this position, Mr. Yoon is responsible for developing and enhancing long-term strategic relationships with key clients globally.

Prior to his current role, Mr. Yoon served as President and CEO of UBS AG, Asia Pacific, and a member of the UBS Group Executive Board from 2009 to 2015. In this capacity, he oversaw the entire firm in 13 countries around the region and was responsible for UBS's three main divisions: Investment Bank, Wealth Management and Asset Management.

Mr. Yoon joined UBS in 1997 and established the equity derivatives business. He then held various positions in the investment bank including Head of Equities and Head of Securities Asia Pacific. He also served as the Hong Kong Country Head.

Mr. Yoon has been in financial services since 1986 when he started in equity derivatives. Prior to joining UBS, Mr. Yoon worked at Lehman Brothers in New York and Hong Kong and, before that, at Merrill Lynch in New York.

Before embarking on a Wall Street career, Mr. Yoon, a native of Korea, worked as an electrical engineer in satellite communications.


Mr. Yoon holds a bachelor’s degree in electrical engineering from M.I.T. and a master’s degree in finance from M.I.T.’s Sloan School of Management.

Other activities and functions:

  • Chairman of the Asia Executive Board for MIT's Sloan School of Management
  • Advisory Board Member of MIT Center for Finance and Policy 

Adrian Zuercher

Managing Director
Head Asset Allocation APAC,
UBS Wealth Management Chief Investment Office

Adrian Zuercher is Managing Director and Head Asset Allocation APAC at UBS Chief Investment Office WM in Hong Kong. In his role, he is responsible for the Asian asset allocation strategy for both advisory and discretionary mandates. He chairs the Asia Investment Committee and serves as a member of the Emerging Market Investment Committee which formulates the global UBS House View. Before joining UBS, Adrian was head of emerging market strategy and global asset allocation strategist at Credit Suisse Asset Management in Hong Kong. Prior to that, he was a fund manager in charge of Asia at VP Bank Asset Management, and a portfolio manager at F. van Lanschot Bankiers. Adrian holds a master's degree in finance and economics from the University of Bern and is a Chartered Financial Analyst.