Roger Chi
MANAGING PARTNER
Educational background:
Wharton School of Business – MBA 2004 and UC Berkeley – Bachelor of Science 1997
Professional stations:
Candareen Capital – Family office for Families in Asia and Middle East, Private office of Sheikh Saeed Al Maktoum – Senior Advisor, Brainrush Ventures - San Francisco Bay Area Venture Capital Firm.
Important values:
Roger has been advising leading families in Asia and the Middle East on their private equity investments for the last 15 years. He brings a solid foundation of analytics coupled with strong leadership skills in a global context.
Roger Chi
MANAGING PARTNER
Educational background:
Wharton School of Business – MBA 2004 and UC Berkeley – Bachelor of Science 1997
Professional stations:
Candareen Capital – Family office for Families in Asia and Middle East, Private office of Sheikh Saeed Al Maktoum – Senior Advisor, Brainrush Ventures - San Francisco Bay Area Venture Capital Firm.
Important values:
Roger has been advising leading families in Asia and the Middle East on their private equity investments for the last 15 years. He brings a solid foundation of analytics coupled with strong leadership skills in a global context.
Frances Boon
PARTNER
Educational background:
Bachelor of Social Science (Hons., Statistics) and Bachelor of Arts (Economic & Statictics) from National University of Singapore.
Professional stations:
Prior to joining 1291 in June 2019, I was pioneer member of a leading PPLI carrier’s Singapore operation. I have over 25 years of experience building relationships with and addressing the needs of Asian high net worth clients. This includes working in the private banking and corporate banking divisions of major banks.
Important values:
There is no perfect product, but I seek the most suitable solution for the client.
Serge Hediger
MEMBER 1291 GROUP
EXECUTIVE MANAGEMENT
Educational background:
Master of Laws (LL.M.) & Master of Business Administration (MBA)
Professional stations:
Co-Founder and Managing Partner of various 1291 Group entities since 2014. From 2007 - 2014 CEO and Board Member of an Irish and Liechtenstein based international Life Insurance company with more than EUR 5 billion AuM. Various management positions with a listed Swiss Insurance Group from 1996 - 2007. Board member of the Liechtenstein Insurance Association from 2008 - 2015.
Important values:
Cooperation. Even the most complex tasks can be made simpler when we focus on the solutions - together.
Silky Leung
SALES & OPERATIONS MANAGER
Educational background:
Bachelor of Arts (Sociology) at the Macquarie University, Australia
Professional stations:
Worked in Sales & Marketing field for 5 years. With HR & Administrative experience in Hong Kong listed company. With the 1291 Group since 2017.
Important values:
Love the life you live and you will live a life of love.
Mona Manglani
SENIOR ACCOUNTANT
Educational background:
Bachelor of Commerce majoring in Financial Accounting and Auditing
Professional stations:
Over 22 years of Accounting and Finance work experience in medical Industry. Assisting in implementation of ERP accounting systems, process improvements, handling of HR-Payroll, MPF, Tax matters of staff, providing assistance to General Manger for business development. Working as a coordinator of Export in a Trading industry.
Important values:
For me perseverance and resilience are the values that I believe help to navigate the uncertainties in present day. In parallel emotional intelligence is equally important for connecting with the people around you.
Alvin Quah
COMPLIANCE OFFICER
Educational background:
Bachelor of Science from University College Dublin.
Diploma in Anti-Money Laundering from International Compliance Association.
Professional stations:
More than 13 years of experience in the insurance industry, dealing with complaints, investigations, and compliance.
Important values:
'Compliance goes beyond rules; it embodies a commitment to ethical conduct and integrity in all facets of our operations.'
Anne Lueth
HEAD OF OPERATIONS - ASIA
Educational background:
Qualified Paralegal (Germany), Diploma in International Trust Manager (STEP) = Member of Society of Trust and Estate Practitioners (TEP)
Professional stations:
Over 15 years of industry experience working with high net worth individuals and renowned families specializing in cross-border issues and asset protection needs with a focus on multi-generation succession planning as well as the management of complex trust and corporate structures. Anne worked for global financial institutions including HSBC and international trust and corporate services providers in Switzerland, Singapore and Hong Kong.
Important values:
Integrity is the seed for achievement. It is the principle that never fails.
Peter Triggs
PARTNER
Educational background:
Fellow of the Institute of Chartered Accountants (UK)- FCA, Chartered Tax Adviser (UK)- CTA, Member of STEP -TEP, Insurance qualified (Singapore)
Professional stations:
Head of Private Banking Singapore/Malaysia- Citibank
Head of Trust – Asia Pacific – Citibank
Head of International Private Banking – DBS
Head of Wealth Planning and Insurance- Asia -DBS
Important values:
Two thoughts:
Life: Not how long but how well you have lived is the main thing. Seneca)
Work: It is amazing what you can achieve if you are not concerned with who gets the credit.
Michelle Sng
PARTNER
Educational background:
Bachelor of Law (LLB), Bachelor of Commerce (B. Com), Member of Society of Trust and Estate Practitioners (TEP)
Professional stations:
Qualified Australian lawyer serving handful of SEA families in private practice, Wealth and Estate Planning Manager in international trust companies
Important values:
When given the choice being right or being kind, choose kind.
Paco Zayco
PARTNER
Educational background:
Professional Financial Certificates from the New York Institute of Finance and the Wharton School of the University of Pennsylvania and an Entrepreneurial Management degree from the University of St. La Salle, Chartered Trust and Estate Planner
Professional stations:
Head of Singapore for a Hong Kong based Asset Manager, Vice President at BB Securities Asia (Banco do Brasil Group) and Relationship Managements Roles in global leading financial institutions including EFG and HSBC.
Important values:
Integrity is key to successful and lasting client relationships. My family and client satisfaction are what drive me to be the best at what I do.
Anthony Geoerge
PARTNER
Educational background:
Master of Science in International Securities, Investment & Banking, ICMA Centre, University of Reading, UK.
Bachelor’s in Computer Science, Mahidol University, Thailand
Professional stations:
He has over 2 decades of Private and Institutional client-facing experience in Wholesale Banking, as a Foreign Exchange Trader, Financial Markets Product Sales, and Corporate & Institutional Banker, in top tier Global Financial Institutions, with a stint in a Trust Company and a Private Bank, based in Thailand, Hong Kong, and Singapore.
Important values:
Respect and Trust are fundamentals of a good and lasting relationship.
Yannick Häni
MEMBER 1291 GROUP
EXECUTIVE MANAGEMENT
Educational background:
Master of Law in international taxation (LL.M.) and Bachelor of Business Law (B.LAW)
Professional stations:
CEO of 1291Group Asia since 2016, Sales Partner of various 1291Group entities since 2014, Sales Manager for Northern Europe for Valorlife Life Insurance Company from 2012 to 2014
Important values:
You have to learn the rule of the game. And then you have to play better than anyone else. - Albert Einstein
Hui Wen Tan
SALES & OPERATIONS MANAGER
Educational background:
Bachelor of Arts in Sociology (Honours) with Minor in Business from Nanyang Technological University; CFA Singapore Research Programme (IBF Level 2)
Professional stations:
Over 10 years of extensive experience in service and operations with global firms, including financial services and HNW solutions.
Important values:
If it’s not from the heart, it’s not worth doing.
Benjamin Szeto
PARTNER
Educational background:
Diploma in International Trust Management (Distinction), Master of Science (Real Estate), Diploma in Financial Management, and Bachelor of Laws (Honours). He is also a Faculty member of Singapore’s Wealth Management Institute.
Professional stations:
A recognised key lawyer in the Legal 500 Asia Pacific 2020, he has 20 years’ experience advising on a wide range of corporate, investment, and private client transactions spanning diverse jurisdictions. Most recently, he was Head of Private Client at EY Law Singapore and served on the Law Society of Singapore’s Tax & Trust Committee for two terms.
Important values:
He is passionate about helping business owners, crypto investors and high net worth families craft holistic and tax-compliant solutions for asset protection, legacy planning, crypto-fiat integration, and liquidity management.
Jennifer Utama
SALES & OPERATIONS MANAGER
Educational background:
Bachelor of Business (Accountancy) from Royal Melbourne Institute of Technology; CPA Australia Award
Professional stations:
Over 5 years of experience in the financial services industry specializing in HNW life insurance products, operational processes and relationship management.
Important values:
Whatever we believe in ourselves and our ability comes true for us.
Sakurako Sakata
ASSOCIATE PARTNER
Educational background:
BComm Curtin University of Technology, Singapore/Australia
Professional stations:
Sakurako started her career in a Japanese UHNWI family office in Tokyo. She then worked in various banks including JPMorgan Chase. Before joining 1291 in Singapore, she worked as a Credit Analyst in the Toronto Dominion Bank.
Important values:
I devote myself to superior client service, diligent execution and utmost professionalism.