Wealth Management Roundtable: A 2025 Outlook

Nor Fazlina serves as the Chief Executive Officer at Maybank Trustees Berhad, leading its trustee services for individuals and corporates while spearheading transformative initiatives. She holds the distinction of being one of the founding committee members and the current secretary of STEP Malaysia, a global professional body dedicated to aiding families in planning for their financial future. With over 20 years of expertise in private banking, trust, and fiduciary services, Fazlina's portfolio includes a spectrum of trusts established internationally in locations such as Labuan, Jersey, and the United Kingdom. Fazlina is known for assisting Ultra High Net Worth (HNW) and HNW clients, specializing in setting up family trusts, foundations, and estate administration solutions. Her instrumental role extends to providing clients with tailored wealth transfer solutions, fostering sustainable ecosystems for multi-generational families.

Surin Segar is a Senior Executive Vice President at Maybank where he is responsible for everything on taxation at The Group. He is also President of CPA Australia divisional council in Malaysia. He chairs the tax committees at the Association of Banks and the Malaysian Investment Banking Association while being a tax committee member at Malaysian Institute of Accountants and CPA Australia. He is a council member of the Malaysian Institute of Accountants. He is also on the ACCA Global Tax Forum and an Industry Advisory Panel member at Asia Pacific University. 

With over 27 years of experience in the financial industry, Myzalina has effectively managed assets exceeding RM1 billion. Her extensive career across Hong Kong, Australia, and Malaysia provides her with a unique and comprehensive perspective on the industry. Currently, as Head of Sales at Maybank Private Wealth, Myzalina leads the Private Banking Sales teams, ensuring the bankers positions themselves as trusted advisors throughout their clients’ wealth journeys. This encompasses investment strategies, protection planning, and estate planning. Her expertise makes her a credible voice for discussions on wealth management strategies.

Farah Deba has been in legal practice for almost 30 years. Farah provides a full range of trust, estate, inheritance & business succession advisory services affecting Muslims & non-Muslims with multi jurisdictional asset base. Farah is the current Chair of STEP Malaysia Branch since 2016.

Chris advises taxpayers on all aspects of tax law and has represented multinational corporations, listed companies, and high-net-worth individuals in challenging tax authority decisions. He frequently speaks at seminars for professional bodies, including the Chartered Tax Institute of Malaysia (CTIM), and has been published in leading legal journals. Chris holds a First-Class law degree from the University of Leeds and an LLM from University College London. He was recognised as a “Rising Star” for Tax by The Legal 500 Asia Pacific 2023 and asialaw 2024, and as “Up and Coming” by Chambers Asia-Pacific 2024.

Claire is currently leading the Family Enterprise Consulting firm 'Legacy128’, specialising in family governance and the establishment of family offices. With over 15 years of experience advising private business enterprises, family groups, and family offices in the Asia Pacific region, Claire is dedicated to aligning family dynamics, setting up family governance structures, and managing inter-generational wealth transfer. Claire's expertise extends beyond the mere transfer of assets; she assists families in defining the purpose of their wealth, identifying core values and visions, and passing on key family legacies to future generations. Additionally, she serves as an independent advisor on private family boards, facilitating board meetings and guiding families through various familial matters.

Ms. Vicky Tan holds a Bachelor of Laws (Hons) from the University of Essex and has over a decade of experience in the trustee industry. With a deep understanding of wealth structuring, cross-border transactions, legacy planning, and tax optimization, She has built a reputation for providing clients with tailored solutions that protect and grow their assets. Currently serving as the General Manager at Timeless International Family Office, Ms. Vicky Tan leads a team dedicated to helping high-net-worth individuals and families manage their wealth across multiple jurisdictions. Through strategic planning and personalized advisory, she ensures clients' financial goals are met while preserving their legacies for future generations.

Chee Mee is the Director of Henley & Partners Malaysia Office, a global leader in the investment migration industry – specialising in residence and citizenship by investment for HNWIs. With a wealth of experience in helping clients achieve global mobility, Chee Mee plays a pivotal role in shaping strategies for international residence and citizenship planning. Under her 9 years of leadership in the industry, she continues to offer world-class solutions that empower individuals and families to expand their global footprint.