| The leading source of data, research, information & resource for financial professionals, investment managers, professional investors, family offices & advisors to institutions, billionaires, UHNWs & HNWs. Covering capital markets, investments and private wealth in Asia. How do you invest $3 million to $300 million? How do you manage $20 million to $3 billion of assets? Caproasia - Learn more

This site is for accredited investors, professional investors, investment managers and financial professionals only. You should have assets around $3 million to $300 million or managing $20 million to $3 billion.

Top 5 Professionals Who Left Private Banking in 2016

The top Private Banking professionals influence billions of assets and financial decisions. They hold strong relationships with clients and have tremendous network to the world’s wealthiest families and institutions.

In 2016, some of the top professionals chose to leave Private Banking.  We look at 5 of the top professionals who left Private Banking in 2016:

#5 Nick Pollard – Coutts Sale Sparks Key Departure

Nick Pollard, CFA Institute

Nick Pollard decided to leave banking in 2016. After spending almost 12 years in Coutts, including holding key appointments as CEO Asia and Managing Director of International Learning and Professional Development, he left banking to join CFA Institute.

- Article continues below -

Sign Up
Basic Member: $5 Monthly | $60 Yearly
Newsletter Daily 2 pm (Promo): $20 Monthly | $180 Yearly (FP: $680)

The 2024 Investment Day
23rd July Hong Kong | 25th July Singapore

Private Equity, Hedge Funds, Boutique Funds, Private Markets & more. Taking place on 23rd July 2024 in Hong Kong, 25th July 2024 in Singapore.
Visit | Register here

The 2024 Family Office Summit
16th Oct Hong Kong | 23rd Oct Singapore

Join 80 single family offices & family office professionals in Hong Kong & Singapore
Links: 2024 Family Office Summit | Register here

He assumed the role of Managing Director, Asia-Pacfic and will be spearheading growth in the region.  Globally, CFA has more than 120,000 holders while the CFA Institute Societies in Asia have more than 23,000 members.

Nick Pollard’s Career:

  • MD International Learning & Professional Development, Coutts International
  • Chief Executive Officier Coutts Asia, RBS
  • Chief Executive Officer Asia, Coutts Bank
  • Managing Director, Coutts and Co

Source: Caproasia Online and CFA Institute


#4 Wendy Sim – Quits HSBC Private Bank after 12 Years

In 2016, Wendy Sim left Private Banking.  She held many senior appointments in HSBC Private Banking over the last 12 years and is one of the industry top leader in Family Wealth, Wealth Structuring and Trust.

In October 2016, she joined Zedra as Managing Director.  In 2016, Zedra, a corporate, trust and fund services provider had also acquired Barclays Trust business.

Wendy’s Career in HSBC Private Bank

  • Head of Family Governance & Family Enterprise Succession South Asia
  • Head of Legacy Wealth Structuring
  • Head of Trust Relationship Management
  • Head of Wealth Planning

Source: Caproasia Online and


#3 Aseem Arora – Bank of Singapore Loses a Gem

Aseem Arora, Silverdale Capital

In 2016, it was confirmed Aseem Arora left banking for good after leaving Bank of Singapore – one of Asia’s fastest growing Private Bank.

With an influential global career in Banking & Wealth Management, Aseem Arora had shaped many new market entry and growth for Citibank, Merrill Lynch and Bank of Singapore, notably in the NRI, Middle East and Asia-Pacific region.

In August 2016, Silverdale Capital, the Fund Manager of award winning Silverdale Bond Fund announced the appointment of Aseem Arora as President of Silverdale Capital.

Aseem Arora’s Career

  • Managing Director & Head-Strategic Initiatives & New Markets, Bank of Singapore
  • Managing Director & Global Head, NRI Markets, Merrill Lynch
  • Area Director, Asia Pacific, NRI Business, Citibank
  • Vice President & Relationship Manager, BNP Paribas Private Banking

Source: Caproasia Online


#2 Alexander Classen – The Queens’ Bank Loses a Prince

Alexander Classen, Bedrock

Alexander Classen left banking after more than 21 years of distinguished senior management career in the world’s top global banks, including Pictet, Goldman Sachs, Morgan Stanley and Coutts International.

In 2016, he joined Bedrock as Managing Partner, a boutique investment and advisory firm in Switzerland.

Alexander Classen’s Career

  • CEO, Coutts International
  • Head PWM EMEA, Morgan Stanley
  • General Manager, Goldman Sachs
  • General Manager Asia-Pacific, Pictet

Source: Caproasia Online and Bedrock


#1 Peter Tung, Valerie Chou and Johan Riddergard – The Eminent Trio from UBS Departs

Valerie Chou, Peter Tung, Johan Riddergard (left to right), Lioncrest Global

On 11th November 2016, perhaps the highest profile exit in 2016 from UBS Asia-Pacific becomes publicly known. Top UBS Wealth Management bankers, Peter Tung, Valerie Chou and Johan Riddergard departs.

Together, they founded Lioncrest Global, a privately-owned and independent boutique firm, that focuses on serving select institutions, family offices and high-net-worth families and individuals.

Their illustrious background, wealth of experience and the professional setup of Lioncrest Global, sets the gold standard for Wealth Managers and Investment Managers in the wealth advisory business in Asia.

Peter Tung’s Career

  • Head of Ultra High Net-worth for Greater China, UBS
  • Head of Global Family Office for North Asia, UBS
  • Member of Asia-Pacifc Wealth Management Executive Committee, UBS
  • MD, Country Manager for Taiwan & Philippines, Morgan Stanley
  • Member of Asia Management Committee, Morgan Stanley

Valerie Chou’s Career

  • Head of Global Family Office Asia-Pacific, UBS
  • MD and Investor Representative at Morgan Stanley
  • Portfolio Manager, Aetna Investment Management

Johan Riddergard’s Career

  • Head of CEO Office, UBS
  • Head of Pricing Management, UBS
  • Head of Strategy & Business Development, UBS
  • Regional Business Development Officer, Winterthur Life
  • Company Consultant, Mckinsey & Company
  • Member Emerging Markets Financial Institutions Practice, Mckinsey & Company

Source: Caproasia Online and Lioncrest Global


Join us in the 2016 Rewind:


Managing $20 million to $3 billion. Investing $3 million to $300 million.
For Investment Managers, Hedge Funds, Boutique Funds, Private Equity, Venture Capital, Professional Investors, Family Offices, Private Bankers & Advisors, sign up today. Subscribe to Caproasia and receive the latest news, data, insights & reports, events & programs daily at 2 pm.

Join Events & Find Services
Join Investments, Private Wealth, Family Office events in Hong Kong, Singapore, Asia-wide. Find hard-to-find $3 million to $300 million financial & investment services at The Financial Centre | TFC. Find financial, investment, private wealth, family office, real estate, luxury investments, citizenship, law firms & more.  List hard-to-find financial & private wealth services.

Have a product launch? Promote a product or service? List your service at The Financial Centre | TFC. Join interviews & editorial and be featured on or join Investments, Private Wealth, Family Office events. Contact us at [email protected] or [email protected] | The leading source of data, research, information & resource for financial professionals, investment managers, professional investors, family offices & advisors to institutions, billionaires, UHNWs & HNWs. Covering capital markets, investments and private wealth in Asia. How do you invest $3 million to $300 million? How do you manage $20 million to $3 billion of assets?

Quick Links

2021 Data Release
2020 List of Private Banks in Hong Kong
2020 List of Private Banks in Singapore
2020 Top 10 Largest Family Office
2020 Top 10 Largest Multi-Family Offices
2020 Report: Hong Kong Private Banks & Asset Mgmt - $4.49 Trillion
2020 Report: Singapore Asset Mgmt - $3.48 Trillion AUM

For Investors | Professionals | Executives
Latest data, reports, insights, news, events & programs
Everyday at 2 pm
Direct to your inbox
Save 2 to 8 hours per week. Organised for success

Register Below

For CEOs, Heads, Senior Management, Market Heads, Desk Heads, Financial Professionals, Investment Managers, Asset Managers, Fund Managers, Hedge Funds, Boutique Funds, Analysts, Advisors, Wealth Managers, Private Bankers, Family Offices, Investment Bankers, Private Equity, Institutional Investors, Professional Investors

Get Ahead in 60 Seconds. Join 10,000 +
Save 2 to 8 hours weekly. Organised for Success.

Sign Up / Register

    Investment ProfessionalAdvisorProfessional InvestorFinancial ProfessionalManagementOthers

    $20 million to $100 million AUM$100 million to $300 million AUM$300 million to $1 billion AUM$1 billion to $10 billion AUM$10 billion to $100 billion AUMMore than $100 billion AUM

    Mailing List / Free TrialMonthly SubscriptionYearly SubscriptionMembershipEvents

    2024 Investment Day Hong Kong 23rd July2024 Investment Day Singapore 25th July2024 Investment Day Hong Kong 4th Sept2024 Investment Day Singapore 11th Sept2024 Family Office Summit Hong Kong 16th Oct2024 Family Office Summit Singapore 23rd Oct / 6th Nov

    Web links may be disabled on mobile for security.
    Please click on desktop.

    Caproasia Users

    • Manage $20 million to $3 billion of assets
    • Invest $3 million to $300 million
    • Advise institutions, billionaires, UHNWs & HNWs

    Caproasia Platforms | 11,000 Investors & Advisors

    Monthly Roundtable & Networking

    Family Office Programs

    The 2024 Investment Day

    • March 2024 - Hong Kong
    • March 2024 - Singapore
    • June 2024 - Hong Kong
    • June 2024 - Singapore
    • Sept 2024 - Hong Kong
    • Sept 2024 - Singapore
    • Visit: The Investment Day | Register: Click here

    Caproasia Summits

    Contact Us

    For Enquiries, Membership
    [email protected], [email protected]

    For Listing, Subscription
    [email protected], [email protected]

    For Press Release, send to:
    [email protected]

    For Events & Webinars
    [email protected]

    For Media Kit, Advertising, Sponsorships, Partnerships
    [email protected]

    For Research, Data, Surveys, Reports
    [email protected]

    For General Enquiries
    [email protected]

    Caproasia | Driving the future of Asia
    a financial information technology co.
    since 2014

    Previous articleAmundi to buy Pioneer Global Asset Management
    Next articleTop Headlines in the Last 7 Days (5th – 11th Dec 2016) covering capital markets, investments and private wealth in Asia. Our users manage, advise & invest $25 trillion assets in Asia