14
May
Private wealth: A growing phenomenon
The number of family offices and private wealth platforms in the region is flourishing, providing alternative source of capital for fund managers. Accessing this investor base requires a refined approach as their profile can differ in terms of risk appetite, sophistication, and economic goals. Our panel of wealth managers and family offices provide insights into investment selection and long-term implication for the industry.
- Are semi-liquid products the best way to reach the mass affluent?
- Which sectors and strategies get the most traction with these investors?
- Is customisation on capital calls and reporting realistic for blind pool funds?
- In which areas are wealth platforms looking beyond evergreen products?
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SpeakersDerby Chukwudi Private Wealth Alternatives Advisor, APAC J.P. MORGAN ASSET MANAGEMENT
Brad McCarthy Managing Director & Head of APAC, Carlyle Global Wealth CARLYLE
Sueann Yeo Head of APAC Private Wealth EQT
Hsiao Ching Tang Head of Investor Solutions, Private Wealth SEVIORA CAPITAL
Pak-Seng Lai Managing Director, Head of Private Wealth Distribution APAC COLLER CAPITAL
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Derby Chukwudi is a Private Wealth Alternative Investments Advisor in Asia Pacific with J.P.Morgan Asset Management based in Hong Kong. In this role, she partners closely with our sales and investments teamsto distribute J.P.Morgan Asset Management’s Alternative Solutions to clients across APAC, with a focus on Singapore & Southeast Asia, Australia and J.P.Morgan Private Bank. Prior to this, she was part of the Global Investment Strategy team at J.P.Morgan U.S. Private Bank in New York where she partnered with market strategists, investment specialists and senior leadership to shape the narrative of business priorities and high conviction investment ideas. Derby was also an integral member of the New Jersey Private Bank team providing investment solutions and advice to ultra-high net worth individual clients, endowments, foundations and family offices with over $6bn in AUM.
Brad McCarthy is a Managing Director and Head of Asia Pacific, Carlyle Global Wealth.
Mr. McCarthy is responsible for expanding Carlyle’s wealth platform across Asia Pacific. He also oversees the institutional wealth channel for Carlyle in Australia and New Zealand. He is based in Singapore.
Mr. McCarthy has over 25 years of wealth and asset management industry experience where he has led sales and client servicing teams, product launches and distribution strategies. He joined Carlyle from Citi Private Bank and Global Wealth, where he was Managing Director and Asia Pacific Head of Alternative Investment Sales. Prior to Citi, Mr. McCarthy was Head of Asia at Permal, where he was responsible for growing the firm’s regional business as an alternative investment provider. He has also held various investment and wealth management roles at ABN AMRO Asset Management and BT Financial Group.
Mr. McCarthy holds a Bachelor of Business from Queensland University of Technology, Australia, and is a Chartered Alternative Investment Analyst (CAIA).
Sueann Yeo is a Managing Director and Head of Asia-Pacific Private Wealth Client Relations and Capital Raising, based in Singapore. Prior to joining EQT, Sueann was an Executive Director and Head of Alternative Investments (Southeast Asia) at J.P. Morgan Private Bank. Sueann received a BBM with a major in Finance from Singapore Management University. She is also a Chartered Alternative Investment Analyst (CAIA) charter holder.
Ms TANG Hsiao Ching is the Head of Investor Solutions, Private Wealth at Seviora Capital.
Prior to joining Azalea in 2023, Ms Tang led investor relations at a multi-family office that offers investment management solutions across private markets and public markets. Prior to that, she accumulated over 16 years of experience in private wealth. She worked for more than six years at Bank of Singapore, where she was Managing Director and Head of Advisory and Sales, Managed Investments, leading teams to provide advisory services in funds and discretionary portfolio mandates.
Her previous roles also included Head of Funds Solutions for Julius Baer, Asia where she led fund advisory and fund due diligence teams, and BNP Paribas Wealth Management, providing investment advisory services for alternative and mutual funds. She also served 8 years at Temasek Holdings, focusing on private equity funds, direct investments as well as postinvestment work with portfolio banks.Ms Tang has a BA (Hons) and MA (Oxon) in Philosophy, Politics and Economics, University of Oxford, UK. She is a Chartered Alternative Investment Analyst (CAIA) Charter holder.
Prior to Coller, Pak-Seng was a Managing Director and Head of Private Wealth Distribution APAC of Blue Owl Capital. Before that, he was a Managing Director and Head of Private Markets APAC at UBS AG. He has more than 20 years of experience in global private equity investments in US, Europe and Asia. Before UBS, he was a Managing Partner of two China private equity funds. He was the Head of Asia and Managing Director of Auda Private Equity, a global alternative investment firm. Before Auda, he was the Head of Investment Process at Schroder Adveq, a global private equity fund of funds based in Switzerland. Previously, he held positions at Transpac Capital and Singapore Technologies, where he was primarily engaged in private equity investments in Asia. He has also worked at PricewaterhouseCoopers.Pak-Seng earned an MBA from the MIT Sloan School of Management and a BA from National University of Singapore