Zhu Bin, Deputy Chief Executive

Lee Yiu Ming, Victor, General Manager, Private Banking Service

SERVICES OFFERED

Bank of Communications (Hong Kong) Private Banking Service works closely with their clients and always strives to provide the clients with unique and personalised investment solutions. BoCom (HK) helps clients put their wealth at better position and maximises asset value with its strong portfolio total returns. BoCom (HK) offers an array of wealth management services, comprising trust, fund management, portfolio financing, insurance and fixed income investment, etc.

BACKGROUND

Founded in 1908, BoCom was listed on the Hong Kong stock exchange in June 2005 and on the Shanghai Stock Exchange in May 2007. BoCom launched Private Banking Service in 2008 and extended the service to Hong Kong in October 2010. In 2016, Bank of Communications Private Banking Service was awarded “Best Crossborder Financial Service Award” and “Best Value-added Service (Non-Financial) Award” by the China Banking Association.

OFFICE ADDRESS: Suite 3601, Edinburgh Tower, The Landmark, 15 Queen’s Road Central, Hong Kong

ENQUIRY HOTLINE: +852 2508 4000

BNP Paribas Wealth Management

PARENT COMPANY: BNP Paribas

BRANCH OFFICES: Hong Kong, Singapore, Taiwan and China

SENIOR MANAGEMENT

Arnaud Tellier, CEO Wealth Management Asia Pacific

SERVICES OFFERED

BNP Paribas Wealth Management* has a solid and wide spectrum of products and services to suit and address clients’ wealth management needs. Its full range of products and services include wealth planning solutions, investment services and financial solutions. With an international team of over 800 specialists dedicated to the creation, selection and monitoring of products and services, BNP Paribas Wealth Management helps secure its clients’ future by providing innovative and personalised management of their assets.

BACKGROUND

BNP Paribas Wealth Management* is a leading global and the largest private bank in the Eurozone. Present in three hubs in Europe, Asia and the United States, it employs over 7,000 professionals who support private investors in protecting, growing and passing on their assets, bringing long-term value to themselves, their families and society. The bank has €402 billion worth of assets under management (as of March 2021). With an Asian heritage of close to 160 years, BNP Paribas has been a provider of private banking services in the region for decades. It operates in Hong Kong, Singapore, Taiwan and China (through its branches or other entities in BNP Paribas Group).

TOTAL ASSETS UNDER MANAGEMENT: €402 billion (globally as of March 2021)

OFFICE ADDRESS: 63/F Two International Finance Centre 8 Finance Street, Central, Hong Kong, 10 Collyer Quay, Level 35, Ocean Financial Centre, Singapore 049315

ENQUIRY HOTLINE: +852 2909 8888 (Hong Kong)

Bank of China (Hong Kong) Private Banking

PARENT COMPANY: BOC Hong Kong (Holdings) Limited (stock code “2388”)

BRANCH OFFICES: Bank of China (Hong Kong) Limited (“BOCHK”) is one of the largest listed companies and commercial banking groups in Hong Kong with ‘A+’ long-term issuer credit ratings affirmed by Standard & Poor’s. We have strong market positions in all major businesses. While BOCHK is one of the three noteissuing banks and the sole clearing bank for Renminbi (“RMB”) business in Hong Kong, we offer a comprehensive range of financial, investment and wealth management services to personal, corporate as well as institutional customers. With our strong RMB franchise, we are the primary choice for clients in this business. In collaboration with our parent bank, Bank of China Limited (“BOC”) (stock code “3988”), we provide a full range of high quality cross-border services to cross-border customers, multinationals, mainland enterprises, central banks and super-sovereign organisations. Since 2016, BOCHK has started acquiring branches in the Southeast Asia region from our parent bank in order to gain a foothold as a regional bank.

SENIOR MANAGEMENT

Patrick Chan, Deputy General Manager of Private Banking, BOCHK

SERVICES OFFERED

BOCHK Private Banking offers a one-stop solution for wealth management covering investment advisory, fiduciary consultancy, trust, estate planning, transactional and corporate banking services.

BACKGROUND

BOCHK Private Banking Service was launched in 2012 to provide high-networth individuals and their families with private and personalised integrated wealth management services. Backed by our Corporate Banking and Personal Banking pillars, BOCHK Private Banking forms an integrated platform with our “1+1+1” service model to provide a wide and holistic solution for the personal, family and business needs of our clients. By leveraging our unique edge in the Renminbi (“RMB”) business and strong support from our parent bank (Bank of China Limited), BOCHK also develops cross-border RMB products and services to meet the increasingly sophisticated needs of customers. In addition, BOCHK has a comprehensive network and presence in Southeast Asia, allowing clients to take full advantage of the Belt and Road Initiative and increasing BOCHK’s reach and expertise across the region.

MINIMUM ASSETS PER CLIENT: USD$3 million

OFFICE ADDRESS: Private Banking Headquarters UG/F, Bank of China Building, 2A Des Voeux Road, Central, Hong Kong Private Banking Center 6/F, Bank of China Tower, 1 Garden Road, Hong Kong

ENQUIRY HOTLINE: +852 3982 6988

CMB Wing Lung Bank

PARENT COMPANY: China Merchants Bank

BRANCH OFFICES: At present, the Bank has more than 40 banking business outlets, including CMB Wing Lung Private Banking Centre, in mainland China, Hong Kong, Macau and overseas

SENIOR MANAGEMENT

ZHU Qi, Chairman & Executive Director

HONG Bo, Executive Director & Chief Executive Officer

Li Qi, Deputy General Manager

SERVICES OFFERED

As the 1st offshore and 31st private banking centre of China Merchants Bank, CMB Wing Lung Private Banking Centre aims to provide clients in mainland China and Hong Kong a rich spectrum of personalised global wealth management solutions and exclusive value added services, assisting them to achieve the ultimate quality of life. The Bank understands the importance of legacy planning for the clients. Leveraging on the globalised vision and local knowledge, the Bank provides tailored wealth management solutions to ensure that the clients’ family estates can be arranged to achieve “Prosperity Across Generations”.

BACKGROUND

CMB Wing Lung Bank (formerly known as Wing Lung Bank), founded in 1933, is among the oldest local Chinese banks in Hong Kong. Following its motto of “Progress with prudence, service with sincerity”, the Bank provides comprehensive banking services. In 2008, CMB Wing Lung Bank was acquired by China Merchants Bank. China Merchants Bank ranked 9th of top 500 Banking Brands of The Banker 2020.

TOTAL ASSETS UNDER MANAGEMENT: As at December 31 2020, CMB Wing Lung Bank’s total assets amounted to HK$380 billion

OFFICE ADDRESS: Suites 3201-3204, Two Exchange Square, 8 Connaught Place Central, Hong Kong

ENQUIRY HOTLINE: +852 2689 5555

Deutsche Bank Wealth Management

PARENT COMPANY

Deutsche Bank Aktiengesellschaft is incorporated in the Federal Republic of Germany and its members’ liability is limited.

BRANCH OFFICES: Hong Kong Branch: 60/F, International Commerce Centre, 1 Austin Road West, Kowloon, Hong Kong SAR Singapore Branch: 17/F, One Raffles Quay, South Tower, Singapore

SENIOR MANAGEMENT

Lok Yim, Head of Asia-Pacific, Deutsche Bank International Private Bank

Kanas Chan, Head of North Asia, Deutsche Bank Wealth Management

SERVICES OFFERED

Deutsche Bank Wealth Management is one of the world’s leading global wealth managers. Deutsche Bank Wealth Management offers high net worth clients a broad range of traditional and alternative investment solutions, providing a holistic service for all aspects of Wealth Management. As a trusted partner of high net worth individuals and entrepreneurs, family offices and foundations, Deutsche Bank Wealth Management creates lasting value for clients. Leveraging its global network and expertise from across Deutsche Bank, it provides capital markets expertise and international solutions tailored to the individual needs of clients. These include wealth planning over generations and international borders, asset management with individual risk management, loans and deposits as well as the development of bespoke solutions for individuals or selected institutions in close collaboration with experts in Investment Banking and Asset Management.

BACKGROUND

Deutsche Bank Wealth Management is part of Deutsche Bank Group and combines financial strength and stability with trustworthy partnership and forward-thinking in order to create lasting value for clients.

OFFICE ADDRESS: 60/F, International Commerce Centre, 1 Austin Road West, Kowloon, Hong Kong SAR

ENQUIRY HOTLINE: +852 2203 7788

DBS Private Bank

PARENT COMPANY: DBS Group Holdings Ltd. In Hong Kong, DBS Private Bank is the private banking division of DBS Bank (Hong Kong) Limited

BRANCH OFFICES: 17/F, The Center, 99 Queen’s Road Central, Central, Hong Kong

SENIOR MANAGEMENT

Mr. Peter Tung Managing Director and Head of Private Banking for Greater China

SERVICES OFFERED

Benefit from a complete suite of financial offerings aligned with their investment and business focus through our private bankers. • One-Stop Account Service – Dual Booking • Investment Services • Credit Services • Award-winning Research • Fiduciary Services and Family Office • Capital Market solutions • Corporate Banking solutions Apart from wealth management, it also brings the clients a host of life enriching travel, golfing and concierge privileges.

BACKGROUND

Born and bred in Asia, DBS Private Bank is able to tailor Asia-centric investment solutions to grow and protect client wealth for future generations. DBS achieves this by bringing the whole bank to bear for its clients, and provides them with privileged access to consumer, corporate and investment banking services. Recognised for its global leadership, DBS has been named “Best Bank in the World” by Global Finance in 2020, “World’s Best Bank” by Euromoney in 2019 and “Global Bank of the Year” by The Banker in 2018. In addition, DBS has been accorded the “Safest Bank in Asia” award by Global Finance for twelve consecutive years from 2009 to 2020.

MINIMUM ASSETS PER CLIENT: HK$25 million

OFFICE ADDRESS: 17/F, The Center, 99 Queen’s Road Central Central, Hong Kong

ENQUIRY HOTLINE: +852 3668 8008

DBS Treasures Private Client

PARENT COMPANY: DBS Group Holdings Ltd. In Hong Kong, DBS Treasures Private Client is the private banking division of DBS Bank (Hong Kong) Limited

BRANCH OFFICES: DBS Treasures Private Client Centre, Ground Level, The Center, 99 Queen’s Road Central, Central, Hong Kong

SENIOR MANAGEMENT

Mr. Peter Tung Managing Director and Head of Private Banking for Greater China

SERVICES OFFERED

DBS Treasures Private Client is our exclusive Asia-focused wealth management platform for high-net-worth individuals offering the best of both private banking investment opportunities and tailored consumer banking convenience: • One-Stop Account Service – Dual Booking • Investment Services • Credit Services • Wealth Planning • Award-winning Research • Personal Banking Services Apart from wealth management, it also brings the clients a host of life enriching travel, golfing and concierge privileges.

BACKGROUND

DBS Treasures Private Client offers a single platform that integrates investment holdings and transactional banking details, helping clients build and protect their wealth, while conveniently meeting their personal banking needs. Recognised for its global leadership, DBS has been named “Best Bank in the World” by Global Finance in 2020, “World’s Best Bank” by Euromoney in 2019 and “Global Bank of the Year” by The Banker in 2018. In addition, DBS has been accorded the “Safest Bank in Asia” award by Global Finance for twelve consecutive years from 2009 to 2020.

MINIMUM ASSETS PER CLIENT: HK$8 million

OFFICE ADDRESS: Ground Level, The Center, 99 Queen’s Road Central Central, Hong Kong

ENQUIRY HOTLINE: +852 2290 8822

Everbright Sun Hung Kai Company Limited

PARENT COMPANY: Everbright Securities Company Limited (SSE: 601788; HKEX: 6178)

BRANCH OFFICES: Presence in Hong Kong, Macau, Mainland China and the United Kingdom

SENIOR MANAGEMENT

Mr. Li Bingtao, Chief Executive Officer

Mr. Kevin Tai, Deputy Chief Executive Officer

SERVICES OFFERED

Everbright Sun Hung Kai is well-known for its multi-service proposition imbued with personalised solutions to high net worth clients. The open-architecture wealth platform and industry-leading services that leverage expertise across asset classes allow us to meet the most comprehensive investment objectives. Everbright Sun Hung Kai’s Asset Power Account is tailored for affluent individuals with investment portfolios valued at not less than HK$3 million who are seeking a holistic investment platform for yield enhancement coupled with an expansive suite of exclusive rewards, privileges and services. Asset Power Account has three characteristics: diversity, flexibility and exclusivity. “Diversity” gives investors access to multi-asset investment choices, encompassing mutual funds, bonds, and a variety of structured products including ELIs linked to Hong Kong or US stocks and ELNs with guaranteed components. “Flexibility” means Asset Power Account offers additional purchasing power of up to 70% of the value of investment assets in the account for reinvestment. “Exclusivity” denotes the exclusive suite of privileges and services including IPO margin subscription preferential rates and competitive exchange rates for global remittance services.

BACKGROUND

Everbright Sun Hung Kai Company Limited (“EBSHKCL”) is a leading wealth management institution with five key business segments: Wealth Management, Corporate Finance and Capital Markets, Institutional Business, Asset Management, Investment and Financing, serving individual, corporate and institutional clients in Hong Kong, Macau, Mainland China and the United Kingdom. As an international business platform of Everbright Securities Company Limited (“Everbright Securities”; SSE: 601788; HKEX: 6178), EBSHKCL together with its associated companies operate under the Everbright Sun Hung Kai brand (“EBSHK”) and Everbright Securities brand. EBSHKCL, a key overseas financial and investment platform of China Everbright Group, offers full-fledged financial products and services to clients the world over and is among China’s top global financial companies riding on its vast financial experience gained over decades dating back to 1969, international perspectives, and professional operations. Adopting effective risk management practices, EBSHKCL is representative of operational and financial soundness. EBSHKCL is given Moody’s “Baa3” long-term issuer rating and Prime-3 short-term issuer rating.

TOTAL ASSETS UNDER MANAGEMENT: Over HK$135 billion (as of March 31, 2021)

OFFICE ADDRESS: 28/F, Lee Garden One, 33 Hysan Avenue, Causeway Bay, Hong Kong

ENQUIRY HOTLINE: +852 2822 5001 (Hong Kong) +853 6262 5028 (Macau) +86 40011 95525 (Mainland)

Hang Seng Bank Limited

PARENT COMPANY: Hang Seng Bank Limited

BRANCH OFFICES: 5/F, 83 Des Voeux Road Central, Hong Kong

SENIOR MANAGEMENT

Alan Luk, Head of Private Banking and Trust Services

SERVICES OFFERED

Every customer’s needs are unique and special. That’s why at Hang Seng Private Banking, we have dedicated Relationship Managers and professional teams to serve you with total personal attention and the following bespoke private banking services. So you can spend more time with your family, on your business and things that matter to you.

• Investment Products and Advisory Services

• Strategic Capital Solutions

• Health and Protection Service*

• Personalised Banking Service

• Property Asset Management and Trust Services, provided by wholly-owned subsidiaries of Hang Seng Bank Limited

* Hang Seng Bank Limited is an insurance agent authorised by various insurance companies, which serve as underwriters for the insurance policies and are authorised and regulated by the Insurance Authority (“IA”)

BACKGROUND

Hang Seng Private Banking was established in 1996 to provide personalised banking and other wealth management services to high-net-worth clients. Believing that underlying every success is a unique value with far-reaching significance, we are dedicated to understanding every detail of our customers’ needs and crafting personalised services that put our customers first.

MINIMUM ASSETS PER CLIENT: HK$20 million

OFFICE ADDRESS: 5/F, 83 Des Voeux Road Central, Hong Kong

ENQUIRY HOTLINE: +852 2121 1188

HSBC Private Banking

PARENT COMPANY: HSBC Holdings plc

BRANCH OFFICES: Operate in 35 target markets through 11 strategic booking centres based in key wealth management centres around the world.

SENIOR MANAGEMENT

Tan Siew Meng, Regional Head of Global Private Banking, Asia-Pacific

SERVICES OFFERED

HSBC Private Banking aims at helping high-net-worth and ultra high-networth individuals and families to grow, manage and preserve their wealth. Our products and services include Investment Management, incorporating advisory, discretionary and brokerage services; Wealth Planning and Advisory, comprising trusts, family governance, family office advisory, philanthropy advisory and estate planning, designed to protect wealth and preserve it for future generations; and a full range of private banking services.

BACKGROUND

As part of the HSBC Group, HSBC Private Banking seeks to be the leading international private bank for business owners and their families. With wide associations and established networks from 156 years of active participation in Asia’s growth story, we provide clients with wealth, business and family succession solutions. To deliver the full spectrum of wealth management services to clients, we have Relationship Managers and Investment Counsellors who work in tandem with Chief Investment Office, Credit Advisers, Product Specialists, Wealth Planners, Ultra High-Net-Worth Solutions Team and Global Solutions Group Specialists. In addition, we are able to serve client needs – however complex – in collaboration with all of the HSBC divisions. As part of a full universal bank with a global network, we consistently leverage the strength and expertise of the wider group for the benefit of our clients. The strength of HSBC’s balance sheet means that our clients are banking with one of the most strongly capitalised banking organisations in the world.

MINIMUM ASSETS PER CLIENT: US$5 million

TOTAL ASSETS UNDER MANAGEMENT: US$413 billion in client assets under management globally as of 31 March 2021.

OFFICE ADDRESS: Levels 13 &14, HSBC Main Building, 1 Queen’s Road, Central, Hong Kong

ENQUIRY HOTLINE: +852 2899 8777

ICBC (Asia) Private Bank

PARENT COMPANY: Industrial and Commercial Bank of China Limited (“ICBC”)

BRANCH OFFICES: Industrial and Commercial Bank of China (Asia) Limited (“ICBC (Asia)”) Private Bank is the private banking division of ICBC (Asia) and the offshore flagship for ICBC Private Banking’s China operation, providing global reach and product support for ICBC’s private banking centres worldwide. ICBC has more than 400 private banking offices in all major cities across China and its global network spans Asia, Europe, the Americas and Oceania. Our global reach strengthens our position as one of the top Chinese private banks in Hong Kong.

SENIOR MANAGEMENT

Chairman and Executive Director: Ms. GAO Ming

SERVICES OFFERED

• Diversified Investing

• Flexible Financing

• Value-added Services

BACKGROUND

ICBC is currently China’s largest commercial bank. Being its flagship overseas operation, ICBC (Asia) offers a wide range of global financial services with a focus on corporate banking, retail banking and global investment.

At ICBC (Asia) Private Bank, we work hard to make wealth easy.

Our smart, diligent teams serve high net worth individuals and families with day-to-day and long-term banking needs worldwide. Currently, ICBC (Asia) Private Bank ranks among the top Hong Kong-based Chinese private banking institutions. Our wealth aggregation, management, preservation and inheritance solutions make managing your assets easier and more rewarding.

MINIMUM ASSETS PER CLIENT: US$1 million

OFFICE ADDRESS: 29/F, ICBC Tower, 3 Garden Road, Central, Hong Kong Shop A, 1/F, 9 Queen’s Road Central, Central, Hong Kong

ENQUIRY HOTLINE: +852 218 95588

Bank Julius Baer

PARENT COMPANY: Julius Baer Group Limited

BRANCH OFFICES: Julius Baer is present in over 20 countries and more than 50 locations. Headquartered in Zurich, we have offices in key locations including Dubai, Frankfurt, Geneva, Hong Kong, London, Luxembourg, Mexico City, Milan, Monaco, Montevideo, Moscow, Mumbai, São Paulo, Singapore and Tokyo.

SENIOR MANAGEMENT

David Shick, Head Private Banking Greater China and Branch Manager Hong Kong

SERVICES OFFERED

Julius Baer provides comprehensive and transparent advisory services to sophisticated private clients, family offices and external asset managers from around the world. Our best-in-class investment and wealth planning solutions are based on a unique open product and service platform, allowing us to approach investments with a long-term view to preserve and increase clients’ wealth.

BACKGROUND

Julius Baer is the leading Swiss wealth management group and a premium brand in this global sector, with a focus on servicing and advising sophisticated private clients. At the end of April 2021, assets under management amounted to CHF 470 billion. Bank Julius Baer & Co. Ltd., the renowned Swiss private bank with origins dating back to 1890, is the principal operating company of Julius Baer Group Ltd., whose shares are listed on the SIX Swiss Exchange (ticker symbol: BAER) and are included in the Swiss Leader Index (SLI), comprising the 30 largest and most liquid Swiss stocks. Julius Baer is currently one of the five largest private banks in Asia according to industry research. Our successful positioning was recognised by prestigious awards, including “Best Boutique Private Bank” from 2010 to 2020 by The Asset and “Most Effective Investment Service Offering” in 2020 by Private Banker International. Julius Baer has also received “Outstanding Wealth Management Technology Implementation – Front End Award” at the Global Private Banking Innovation Awards 2020, hosted jointly by the Digital Banker and Global Private Banker.

TOTAL ASSETS UNDER MANAGEMENT: At the end of April 2021, assets under management amounted to CHF 470 billion

OFFICE ADDRESS: 39/F, One IFC, One Harbour View Street, Central, Hong Kong

ENQUIRY HOTLINE: +852 2899 4788

Pictet & Cie (Europe) S.A., Hong Kong Branch

PARENT COMPANY: The Pictet Group

SENIOR MANAGEMENT

Tee Fong Seng, Chief Executive Officer, Pictet Wealth Management Asia

Alex Ng, Chief Executive Officer, Hong Kong Branch, Head of North Asia, Pictet Wealth Management Asia

SERVICES OFFERED

Pictet Wealth Management provides a comprehensive service for both wealthy individuals and families that goes beyond managing assets to consider wealth management in its widest sense. Our integrated approach is built on three pillars: wealth, investment and banking services. We begin by discovering each client’s particular circumstances: their family, their future and their wider ambitions, whether philanthropic or otherwise. Clients then decide how much they wish to be involved in the investment process, from delegating the management of their wealth to taking advantage of our investment advisory or execution-only services. This allows us to define an investment strategy that meets their financial goals in the context of their broader aspirations. Finally, we add the operational platform best suited to achieving these goals. For clients whose needs are more complex, we offer a full range of personalised services, including dedicated holding structures, bespoke reporting, global custody and direct access to trading services. Our experts in family office services also help clients with multi-generation wealth transmission by designing the most appropriate governance for the family organisation, investment strategy and the administration of portfolios. Our investment capabilities extend across developed and emerging markets and cover almost all asset classes and currencies, including our expertise in private assets.

BACKGROUND

The Pictet Group is a partnership of seven owner managers, with principles of succession and transmission of ownership that have remained unchanged since foundation in 1805. It offers only wealth management, asset management and related asset services. The Group does not engage in investment banking, nor does it extend commercial loans. With CHF 609 billion in assets under management or custody at 31 December 2020, Pictet is today one of the leading Europe-based independent wealth and asset managers. Headquartered in Geneva, Switzerland and founded there, Pictet today employs more than 4,900 people. It has 30 offices in: Amsterdam, Barcelona, Basel, Brussels, Dubai, Frankfurt, Geneva, Hong Kong, Lausanne, London, Luxembourg, Madrid, Milan, Monaco, Montreal, Munich, Nassau, New York, Osaka, Paris, Rome, Shanghai, Singapore, Stuttgart, Taipei, Tel Aviv, Tokyo, Turin, Verona and Zurich. Pictet Wealth Management has had a strong presence in Asia for more than 35 years, having built the relationships and home-grown teams that its clients need. It offers thorough, local understanding and a complete service throughout its two main regional hubs in Hong Kong and Singapore.

MINIMUM ASSETS PER CLIENT: USD$5 million

TOTAL ASSETS UNDER MANAGEMENT: CHF 609 billion (Assets Under Management or Custody of the Pictet Group at 31 December 2020)

OFFICE ADDRESS: 9/F Chater House, 8 Connaught Road Central, Central, Hong Kong

ENQUIRY HOTLINE: +852 3191 1805

Standard Chartered PLC

PARENT COMPANY: Standard Chartered PLC

BRANCH OFFICES: Singapore, Hong Kong, Dubai, India and Jersey

SENIOR MANAGEMENT

Vivian Chan – Managing Director & Regional Head, Private Banking, Greater China & North Asia

BACKGROUND

Standard Chartered Private Bank provides private banking services to clients across Asia, Africa, the Middle East and Europe, through onshore booking centres in Singapore, Hong Kong, Dubai, India, and Jersey. We also offer global Trust and Fiduciary capabilities through our Singapore centre. Our aspiration to be the private bank of choice among generations of entrepreneurs is built on Standard Chartered’s inherent strengths: a heritage of some 160 years in international banking, a presence in 60 of the world’s most dynamic markets, and a strong understanding of growth markets. Through our global team of around 1000 employees, our relationship managers, investment advisers and product specialists have a deep understanding of our footprint markets and client needs, enabling them to connect our clients to an extensive range of wealth opportunities across our network.

OFFICE ADDRESS: Level 5, The Forum, Exchange Square, 8 Connaught Place, Central, Hong Kong

ENQUIRY HOTLINE: +852 3983 9898

Union Bancaire Privée, UBP SA, Hong Kong Branch

PARENT COMPANY: Union Bancaire Privée, UBP SA

BRANCH OFFICES: Basel, Bermuda, Brussels, Dubai, Frankfurt, Geneva, Hong Kong, Istanbul, Jersey, London, Lugano, Luxembourg, Madrid, Melbourne, Milan, Monaco, Nassau, Paris, Shanghai, Singapore, Taiwan, Tel Aviv, Tokyo, Zurich

SENIOR MANAGEMENT

Michael Blake, Head of Region & CEO Asia

Eric Morin, Head of North Asia and Hong Kong Branch Chief Executive

SERVICES OFFERED

UBP provides global wealth management services for private and institutional clients. This includes, among other activities: a complete range of wealth management products and services; expertise in traditional and alternative investments; and wealth planning guidance.

BACKGROUND

Union Bancaire Privée (UBP) was founded in 1969 by Edgar de Picciotto, whose vision was to offer investors a high-quality and innovative wealth and asset management service. This approach has guided the Bank through the decades and has led it to focus exclusively on the activities it excels at with a highly personal service and bespoke investment solutions for private and institutional clients. Dedication, conviction, agility and responsibility are at the heart of UBP’s client relations. These values drive the bank to develop and refine successful strategies and high- performance investment solutions that precisely respond to its clients’ wealth management needs. In its fifty-year history, the Bank has remained an independent, family-owned Swiss bank that has achieved remarkable growth. This independence allows the Bank to foster a responsive, flexible, and entrepreneurial corporate culture where the decision-making process is quick and focused on seizing the best investment opportunities for its clients. Today, UBP stands among the leaders in the field of wealth management in Switzerland. It continues to expand both in its home market and abroad, consistently stepping up its wealth management activities and reinforcing its asset management capabilities.

MINIMUM ASSETS PER CLIENT: USD$1 million

TOTAL ASSETS UNDER MANAGEMENT: Global AUM of CHF 147.4 billion as at 31 December 2020

OFFICE ADDRESS: Level 26, AIA Central, 1 Connaught Road, Central, Hong Kong

ENQUIRY HOTLINE: +852 3701 9688

UBS Group AG

BRANCH OFFICES: In APAC, UBS has a strong franchise with 15 wealth management offices in 10 locations covering Hong Kong, Singapore, Japan, Taiwan and Mainland China.

SENIOR MANAGEMENT

Amy Lo, Group Managing Director, Co-head Wealth Management Asia Pacific, UBS Global Wealth Management; Head and Chief Executive, UBS Hong Kong

Marina Lui, Group Managing Director, Head of Wealth Management China, UBS Global Wealth Management

Adeline Chien, Managing Director, Head of Wealth Management Hong Kong Domestic and Southeast Asia Hong Kong, UBS Global Wealth Management

SERVICES OFFERED

As the world’s largest wealth manager, UBS Global Wealth Management provides comprehensive advice, solutions and services to wealthy families and individuals around the world. Clients who work with UBS benefit from a fully integrated set of wealth management capabilities and expertise, including wealth planning, investment management, capital markets, banking, lending and institutional and corporate financial advice. Having been in Asia for over 50 years, UBS is able to tap its extensive Asia expertise and networks when partnering the world’s most successful high net worth individuals and families.

BACKGROUND

UBS provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland. UBS is the largest truly global wealth manager, and a leading personal and corporate bank in Switzerland, with a large-scale and diversified global asset manager and a focused investment bank. The bank focuses on businesses that have a strong competitive position in their targeted markets, are capital efficient, and have an attractive long-term structural growth or profitability outlook.

MINIMUM ASSETS PER CLIENT: USD$2 million

TOTAL ASSETS UNDER MANAGEMENT: USD$4,187 billion invested assets as of 31 Dec 2020

OFFICE ADDRESS: 52F, Two International Finance Centre, Central, Hong Kong 25F, 1 Peking Road, Tsim Sha Tsui, Kowloon, Hong Kong

ENQUIRY HOTLINE: +852 2971 8888

LGT Bank (Hong Kong)

PARENT COMPANY: LGT Bank AG

BRANCH OFFICES: Liechtenstein, Switzerland, Austria, Hong Kong, Singapore, Thailand

SENIOR MANAGEMENT

Dr. Henri Leimer, CEO, LGT Private Banking Asia

Silvan Colani, CEO, LGT Bank AG, Hong Kong Branch

Dominique Joye, CEO, LGT Bank (Singapore) Ltd.

Tony Stanton, Head of Investments, LGT Private Banking Asia

SERVICES OFFERED

• Asia based, globally focused

• We offer innovative, long-term oriented and bespoke investment solutions for clients

• Clients have access to a dedicated team of in-house professionals including a relationship manager, wealth structuring expert and investment advisers

• Clients may invest in the same opportunities as our owners through our ‘Princely Portfolio’ investments

• Our open architecture and state-of-the-art investment platform are our core tools to provide independent investment advice

• As a pure private bank we provide our clients an environment free of any conflict of interest

BACKGROUND

LGT is a leading international private banking and asset management group that has been fully controlled by the Liechtenstein Princely Family for over 90 years. As at 31 December 2020, LGT managed assets of CHF 240.7 billion (USD 272.4 billion) for wealthy private individuals and institutional clients. LGT employs over 3800 people who work out of more than 20 locations in Europe, Asia, the Americas and the Middle East.

TOTAL ASSETS UNDER MANAGEMENT: As at 31 December 2020, LGT managed assets of USD$272.4 billion

OFFICE ADDRESS: 4203 Two Exchange Square, 8 Connaught Place, Central, Hong Kong

ENQUIRY HOTLINE: +852 2868 0201

Vontobel Wealth Management

PARENT COMPANY: Vontobel Holding AG

BRANCH OFFICES: Vontobel Wealth Management (Hong Kong) Ltd.

SENIOR MANAGEMENT

Mr. Alex W.K. Fung, CEO Vontobel Wealth Management Hong Kong

SERVICES OFFERED

Vontobel Wealth Management (CE Number: BAO421) is committed to actively managing client assets with foresight. We take a holistic approach, accurately monitor the markets and develop individual solutions.

BACKGROUND

At Vontobel, we actively shape the future. We create and pursue opportunities with determination. We master what we do – and we only do what we master. This is how we get our clients ahead. As a globally operating financial expert with Swiss roots, we specialise in wealth management, active asset management and investment solutions.

MINIMUM ASSETS PER CLIENT: HK$8 million

TOTAL ASSETS UNDER MANAGEMENT: As of December 2020, Vontobel held CHF312.2 billion of client assets

OFFICE ADDRESS: 1901 Gloucester Tower, The Landmark 15 Queen’s Road Central, Hong Kong

ENQUIRY HOTLINE: +852 3655 3900