Asset and Wealth Management Conference 2024

Paul is the Asset and Wealth Management Leader for PwC Singapore overseeing its firm-wide market strategy for clients, business development, brand and communications. He is also the Risk and Compliance Solutions Leader in PwC Singapore's Asset and Wealth Managed Services business, which specialises in providing regulatory compliance, internal audit and risk solutions to asset and wealth managers, family offices and funds.

He has over 27 years of experience working with asset managers, asset owners and regulators in Singapore for the last 18 years, US (New York), UK (London) and Australia (Sydney). Paul is both an audit partner specialised in asset and wealth management, and he also has extensive experience advising his clients on regulations, risk management, internal controls and market entry.

During the course of his career, Paul has led large cross-border risk and regulatory advisory engagements, served as the lead audit and relationship partner on several of the firm's premier asset and wealth management clients, worked with industry bodies to develop industry guidance on new regulations, and was seconded to work in a global asset manager with regional headquarters based in Singapore.

He is a Chartered Accountant of the Institute of Singapore Chartered Accountants and Institute of Chartered Accountants Australia and New Zealand.

Maan Huey is a Tax Partner with the Financial Services group of PwC Singapore. She has worked in the New York firm of PwC US. She is a business advisor to clients in areas of asset finance, asset management and banking and capital markets.

In the areas of asset finance and banking and capital markets, Maan Huey has advised banks, leasing companies, finance and treasury companies and securities firms on domestic and international arrangements involving start-ups, restructuring, mergers and acquisition, product taxation, cash pooling, leasing and financing arrangements. In the asset management area, Maan Huey has advised clients in family offices, hedge funds, private equity, real estate and sovereign wealth funds. She has tax advisory experience in many aspects, including permanent establishment issues for funds and fund managers, set-up of funds and fund management operations, use of Singapore-domiciled investment/fund structures, cross-border investments as well as restructuring and mergers and acquisition transactions. She has also helped clients to achieve tax optimal outcomes through tax incentives/concessions and rulings applications and worked with a number of government agencies in these applications.

Yunes is a partner at PwC’s Asset and Wealth Management practice in Singapore, specialising in real estate and private equity funds. He is a recognised leader with a 19-year track record, serving many of the firm’s most complex private asset clients. His experience ranges from serving start-up managers to serving large global managers. Between 2014 and 2016, he undertook a secondment with PwC New York where he was the lead engagement manager for a multinational and multibillion -dollar private equity and real estate funds.

Following his return to Singapore, his focus has been to lead PwC Singapore’s service offering in the private assets space, building up the technical expertise and resources to establish PwC Singapore’s assurance private equity and real assets funds segment. Yunes brings specialist expertise to the private asset class to help tackle any tough challenges and provide a trusted point of view on accounting, valuation, and financial reporting matters.

Puay Khoon is a CFA charter holder and a Chartered Accountant who has been practising financial services tax for almost 20 years and spent significant time in Hong Kong and China and is familiar with the tax systems in both jurisdictions.​ She specialises in the financial services industry with a focus on the asset and wealth management industry, family offices, FinTech and digital assets.  She has extensive experience serving China based as well as global and regional financial services clients.​

Some of the clients include prominent families, sovereign wealth funds, global, regional as well as boutique fund houses, investment banks, commercial banks, securities houses, high frequency traders, FinTech, digital assets houses and more.  She has assisted many real estate, private equity and hedge fund clients establish their fund and fund management structures and is experienced in advising on investment structures, financing structures, structured finance products, tax compliance work, health check and others. She has been involved in transaction and deal related work such as tax due diligence and merger and acquisition, and assisted a number of private equity funds to apply for treaty benefits in China and repatriate investment proceeds out of China.

Luke is the Asia Pacific Digital Assets and Support Services Leader based in Singapore. He is a business transformation professional with over 25 years’ experience leading multi-year human experience-led transformations with global telcos, fintech, insurtech and automotive organizations across the globe. Human experience (HX) architect and futurist. Mad about valuecreation in experience economy, web3, metaverse, InfiniteJourneys. He helps clients activate their purpose by monetising innovation and building new revenue streams (experience equity), starting with their why. His personal purpose is to install the primacy of humanity in the experience economy and exponential age. Luke believes in being long (humanity x AI) in a world of abundance.

Specialties: 

1. Strategy: Trust by design, disruptive and sustainable innovation, purpose/business/experience-led transformations, journey management (journey design, journey orchestration), experience design (XD), experience improvement (XI), experience economics, experience equity, FutureBack, jobs to be done (JTBD), design thinking, 
2. Tech: Artificial intelligence (AI), next best action, decision management, ExpTech, MarTech, AdTech, ServTech

Christina is a Partner in PwC Singapore with more than 16 years of assurance and advisory experience across a multitude of clients in the asset and wealth management (AWM) as well as banking and capital markets industries. Christina has been working at PwC Singapore for the last 11 years, having previously worked with PwC in London and Jersey, Channel Islands.

Christina has a deep understanding of the operations of funds and fund management companies across the spectrum of asset managers including both traditional and private asset managers. She specialises in private markets and is the lead for infrastructure assurance services. She also has an extensive global and regional network, having led large cross-border advisory and assurance engagements, which allows her to provide meaningful insights and quickly leverage on global/regional expertise.

Christina leads the AWM environmental, social and governance (ESG) service offerings in Singapore, working closely with the AWM ESG teams across APAC and globally. She is also the current Treasurer for the British Chamber of Commerce and is a member of the sustainability and finance and fintech committees.

Albertha is PwC’s Global Asset and Wealth Management Leader. She is an award winning consultant with more than 20 years’ experience in Financial Services, specialising in Asset and Wealth Management, Private Equity and Insurance. She advises a broad range of UK and global AWM, PE and insurance clients on the value of their businesses and the implications of potential strategic options as well as the opportunities for value creation and growth.

Albertha has worked on some of the largest financial services M&A transactions and restructurings in Europe. She leads our PE and AWM portfolio valuations proposition supporting PE clients and Alternative Asset Managers with valuations to support investor and financial reporting, fairness opinions, fund restructurings, pre-IPO and fund raising valuation support.

She is a regular speaker at Asset and Wealth Management conferences and PE forums in the UK and in Europe and has authored a number of articles.

Albertha is also passionate about creating more equitable and inclusive workplaces and nurturing talent. She was a member of PwC’s Partner Diversity Council for eight years, is a member of The Prince’s Responsible Business Network, Business in the Community (BITC) Race Equality Leadership Board and a member of the Advisory Board of 10,000 Black Interns.

Albertha has been listed in Empower Top 100 Ethnic Minority Senior Executives list for the last five years, voted Financial Services Leader of the year by BBBA, recognised in Brumell’s 30 Inspirational Women in the City and was featured in Cranfield University’s Women to Watch list.

Albertha holds an MBA, is a Chartered Certified Accountant and a CFA Charter holder.

Declan is currently the PwC Global Assurance Leader for our Asset & Wealth Management Practice. He has over 24 years of wide-ranging experience and serving clients helping address the various reporting, operational, regulatory and product challenges and opportunities they face.

In addition, he is the PwC Mutual Fund Research and Analytics leader for the PwC mutual fund practice. He helps lead our market facing efforts in developing future forward points of view on the U.S. mutual fund industry.

Declan leads PwC’s fund audit technology platform, Halo for Funds, PwC’s automated data auditing engine for the fund industry. He leads a team of both technologists and industry CPA’s focused on audit automation of the future for the fund industry. His focus is on technology at scale and the use of data to the benefit of our clients.

Prior to joining PwC’s Boston in July 2017, Declan spent time with PwC in Tokyo, New York, Mumbai, Florham Park, and Guernsey. Declan has a wide spectrum of experiences with PwC, serving asset management and real estate clients across the product spectrum and providing advisory services assisting clients in compliance, regulatory, business strategy and M&A. He has extensive experience serving global asset management clients having spent over 3.5 years in PwC Japan covering clients both in Tokyo and the wider Asia. In addition, Declan worked in PwC’s assurance risk management practice, working with teams and clients from all industries on a diverse range of issues including new service offerings, legal and regulatory matters.

Declan is a CPA, licensed in MA, NY, in addition to holding a Chartered Accounting designation from Ireland. He earned a Bachelor of Commerce with honors from University College Cork in Ireland.

Declan also works collaboratively in the community, including MassChallenge, mentoring emerging start up's across a range of industries in the Boston area. He is also a member of the Boston Irish Business Association.

Steven leads the PwC Asset and Wealth Management (AWM) practice in Europe, the Middle East and Africa, as well as a member of PwC's global AWM leadership team. He has over 25 years of experience in providing advisory and assurance support to his clients.

Steve joined PwC San Francisco in 1991 where he worked in the audit practice for a diverse number of industries, including AWM, real estate and telcos. In September 1996, he transferred to PwC Luxembourg where his focus has been primarily on the asset management industry, acting in both an audit and advisory capacity.

His experience includes leading various audit, internal controls and consulting engagements and groups. Over the years, he particularly gained significant experience with internal control evaluations, including in the areas of securities services, transfer agency, fund tax reporting, and governance matters, among others.

Some of the projects that he has led over the past years include:

• Internal controls reviews, including the issuance of controls reports under ISAE 3402/SSAE 16 (SAS 70) and similar standards, for fund, securities services and related tax reporting processes;
  
• Market entry studies across multiple Western European and Middle East territories to evaluate the establishment of fund accounting, custody and transfer agency operations to service investment funds;
  
• Assistance with the establishment of oversight frameworks between asset managers and third party administrators;
  
• In-depth inspections of network management policies and procedures;
  
• FATCA readiness and implementation.
  

Wei Kit is a Director in PwC Singapore. He has more than 12 years of assurance experience, serving a broad range of clients in the asset and wealth management (AWM) and insurance space. Wei Kit was with the PwC London office for 7 years before moving across to PwC Singapore in 2019.

Throughout his 12 years with the firm, Wei Kit has worked with a wide range of clients in the sector, including both listed and unlisted traditional and private asset managers. His time in the UK also exposed him to large and complex global engagements, enabling him to leverage on his extensive network within the firm to provide effective solutions for clients.