Wealth Management Roundtable: A 2025 Outlook
Trends and Challenges in Malaysia
Wednesday 25 September 2024
9.45 am - 1.00 pm
Location: Kuala Lumpur, Malaysia
Pricing: Invitation only
Key Contact
Yiow Chong Tan › Director – South East Asia
email › / profile ›
We’re looking forward to hosting an exclusive roundtable hosted in partnership with Lee Hishammuddin Allen & Gledhill (LHAG).
Led by Yiow Chong Tan, our Director – South East Asia, the roundtable will explore Malaysia’s wealth management landscape, discussing current trends, key challenges, and the future outlook. Guests will also explore the tax considerations and investments trends for ultra-high net worth individuals and family offices based in Malaysia.
Hear from guests including:
- Nor Fazlina Binti Mohd Ghouse, CEO of Maybank Trustee
- Surin Segar, Head, Group Tax, Group Finance, Maybank
- Myzalina Binti Michael Yunus, Head of Sales, Private Wealth at Maybank
- Farah Deba Mohamed Sofian, Partner at Wong Lu Peen & Tunku Alina
- Chris Toh, Partner at LHAG
- Claire Jung, Director, Family Business Advisor at Legacy128 Sdn Bhd
- Vicky Tan, General Manager at Timeless Family Office
- Chee Mee Ho, Director & Private Client Advisor at Henley & Partners
If you are interested in attending this event, please register your interest by contacting a member of the events team.
Yiow Chong Tan › Director – South East Asia
email › / profile ›
Yiow Chong Tan joined Jersey Finance in September 2022 as our dedicated Director in Singapore, with his remit also covering the surrounding South East Asia region.
Yiow has extensive business and corporate finance experience in the Asian markets where he has been consistently involved in the origination, marketing, structuring, negotiation, due diligence and execution of private equity, stock exchange listings and M&A deals across Singapore and Malaysia. In a previous role, he identified and built close working relationships with Chinese high-net worth clients and institutional investors to secure and raise funds for mandated clients.
Most recently, he was the Corporate Finance Director and Board Secretary of a Chinese Family Office which has investments in Chinese data centres and UK commercial properties. Prior to that, he held director and consultant positions with various Singapore-based business consultancy firms working out of Shanghai in mainland China.
A Singaporean, he has a Bachelor of Science in Information Systems and Accounting Degree with First Class Honours from the University of Leeds and is fluent in English and Chinese Mandarin.
Agenda
Contacts
Hayley Mallet › Events and Marketing Manager, Jersey Finance
email › / profile ›
Rosie Le Maistre › Events and Marketing Officer, Jersey Finance
email › / profile ›
