Spencer is responsible for the development of Singapore’s wealth management industry, as part of broader efforts in developing Singapore as an international financial centre. 

Spencer has taken on a wide array of responsibilities in his time with MAS, including in banking supervision as well as consumer protection and dispute resolution policy development. He was also involved in setting up MAS’ Behavioural Insights and Culture Unit, which looks to employ psychology and behavioural economics principles to enhance policy implementation. On the financial sector development front, Spencer has been involved in manpower and financial research development efforts as well as developing Singapore’s renminbi market capabilities. Spencer was also MAS’ representative in Beijing, China from 2015-2017.

Spencer holds a degree in Social Sciences (with Honours) from the Faculty of Arts and Social Sciences at the National University of Singapore, where he majored in Psychology, and was also part of the University Scholars Programme. 

Kendrick started his professional career as a national shuttler, representing Singapore in numerous major games before making a career switch to the Wealth Management industry.

Kendrick served as a Private Banker for 8 years with Pictet and Credit Agricole Indosuez before Raffles Family Office.

Kendrick holds a Bachelor of Science in Management from University of Manchester.

Raza has over 20 years of industry experience in Global Markets and Private Banking, spanning across London, Hong Kong and Singapore. During his time in Asia he has worked with a number of the largest family offices in the region, delivering tailor made solutions by leveraging the capabilities of both the Global Markets and Private Banking platforms.

Peter is a senior global financial services executive with over 25 years’ experience leading businesses in fiduciary services, private clients, family offices, wealth management and insurance. Peter has spent the last eight and a half years in Hong Kong, working closely with major Asian families (first and second generation), their family offices and their international business operations.

Peter’s specific expertise lies in advising global families and entrepreneurs, in relation to pre-IPO planning, family governance, business succession and inter-generational wealth transfer and planning. In this role, Peter advises several Asian families (and their businesses) with their cross-border planning (including the set-up of family offices, charitable foundations, private trust companies and funds) and provides strategic advice in relation to their global diversification and expansion in the Americas and Europe.

Prior to joining IQ-EQ, Peter was Global Head of Fiduciary Services and Head of Asia for an international legal, accounting and fiduciary services firm with offices spanning from the US to New Zealand. As well as leading the firm’s private wealth offering globally, he was responsible for establishing its presence in Asia, including the set-up of its Hong Kong office. Before that, Peter was Managing Director of the Institutional Sales and Private Client division of a global fiduciary services provider, with responsibilities spanning 44 offices and 33 countries.

Peter relocated to Hong Kong in 2012 from his native Australia, where he had spent ten years in private banking, holding senior distribution positions at both Macquarie and Westpac. Other previous experience has included roles spanning private wealth, risk management, corporate governance and audit in both Australia and the US.

Peter has recently accepted a non-executive position as the Hong Kong Chair of a major global philanthropic Group, WinThisFight, which focuses on addressing the human trafficking of women and children.

Peter who was raised in Sydney, Australia, is a Chartered Accountant and holds a Master of Commerce (Macquarie University) and a Bachelor of Commerce (UNSW). Peter is married with two children and lives in Hong Kong.

Diksha is the sector head for Global financials research at Bloomberg Intelligence, driving collaborative research across the U.S., Europe and Asia teams, on banking, asset management, insurance and real estate. Her primary coverage is Asian banking.

Diksha has more than a decade of financials research experience in both credit and equity. She was previously a Director at Standard Chartered Singapore covering ASEAN bank equities, and has worked with Nomura and Lehman Brothers in Hong Kong covering Asian credit strategy and single name research.

Diksha received her M.B.A. from the Indian Institute of Management, Bangalore focusing on finance and strategy. She is a gold medalist in Electronics Engineering from JMI, New Delhi.

Steven Yankelson is Head of Sales, ASEAN at Bloomberg, the global business and financial data, news and analytics leader. Based in Singapore, he oversees business development and key customer relationships across 11 markets in the ASEAN region. Prior to relocating to Singapore, Steven spent three years in London as Head of Enterprise Sales for Bloomberg in emerging markets across Europe, including Eastern Europe, Israel, Turkey, Greece, Russia and the CIS. In this role, he was responsible for a 50-strong sales team, serving 2200 firms, across 37 countries. Steven has held various roles with Bloomberg since joining the company in 2007. He started his career in Global Customer Support and Analytics, prior to moving to the sales organization, and has supported numerous clients over the years, ensuring that they have the best experience with Bloomberg. Steven graduated from the University of Leeds with a degree in Economics and Politics.

Evolution of family office in Singapore - trends & future state of family offices, alternatives & sustainable investing.