ALTSSG Singapore | October 10, 2024 Request Agenda

Stefanie Holtze-Jen, Chief Investment Officer, Deutsche Private Bank

Stefanie Holtze-Jen is the Asia Pacific Chief Investment Officer for the Private Bank. Before her appointment in 2021, Holtze-Jen was Global Chief Currency Strategist, Portfolio Manager, at Deutsche Bank’s asset management arm DWS, where she coordinated a team covering currency macro, positioning and technical analysis, which guided the portfolio managers’ foreign-exchange strategy. Based in Singapore, she is responsible for the development of the Asia insights and contribution to the house view of Deutsche Bank Private Bank. Prior to DWS, Holtze-Jen held different leadership roles at Commerzbank AG and Royal Bank of Canada in Hong Kong, Singapore, and London. Holtze-Jen is a member of the Singapore Foreign Exchange Committee of the Monetary Authority of Singapore. After serving a two-year term as Co-Vice Chair of the Global Foreign Exchange Committee she continues to chair the Working Group on Motivation for Code adherence. Stefanie holds an international double degree in Economy and Management, is a Certified Environmental, Social and Governance Analyst, CESGA as well as a Chartered Financial Data Scientist, DVFA.  

Adrian Zuercher, Managing Director, Head Global Asset Allocation and Co-Head Global Investment Management APAC, UBS Chief Investment Office

Adrian Zuercher is Head Global Asset Allocation and Co-Head Global Investment Management APAC at UBS Chief Investment office. In his Global Asset Allocation role, he is responsible for multi-asset portfolio solutions. He co-chairs the tactical investment forum, the global portfolio construction meeting, and is a member of the global investment committee, which defines the UBS CIO house-view. In his Global IM APAC capacity, he is responsible for investment fund selection, portfolio management, and product development. Adrian oversees regional discretionary and advisory mandates, investment and alternatives funds, sustainable investing, and the wealth planning offering.

Before joining UBS, Adrian was Head of Multi Asset Emerging Market Strategy and Global Asset Allocation at Credit Suisse Asset Management in Hong Kong and Zurich, where he was responsible for multi-asset class portfolios as well as advising sovereign wealth funds and other institutional investors on asset allocation. Prior to that, he was an equity fund manager in charge of Asia at VP Bank Asset Management, and a multi-asset class portfolio manager at F.van Lanschot Bankiers. Adrian holds an MSc in finance and economics from the University of Bern and is a CFA charter holder.

Gareth Nicholson, Chief Investment Officer and Head of Discretionary Portfolio Management, Nomura International Wealth management

Gareth joined Nomura in 2021 as Chief Investment Officer and Head of Discretionary Portfolio Management for International Wealth Management. Gareth works closely with Nomura’s Global Markets and Investment Banking businesses to expand the firm’s product offerings and spearhead a streamlined, solutions-driven coverage effort for high-net-worth clients, external asset managers and family offices. With a strong institutional investment background, he creates and manages DPM strategies for fixed income, equity and multi-asset portfolios, while providing risk management support. Gareth has over 16 years of experience in financial markets. Prior to Nomura, he was Head of Fixed Income DPM at Bank of Singapore, where he was also a member of its investment committee. Before that, he was with Aberdeen Standard Investments for almost 10 years as a fixed income trader and an Asian credit portfolio manager. Gareth holds a BSc in Financial Mathematics from the University of Johannesburg. He was born and raised in East London, South Africa.

Trevor Persaud, Group Head of Investment Strategy, AIA

Mr Persaud is Head of Investment Strategy and Solutions for AIA Group responsible for Strategic and Tactical Asset Allocation, Derivative Strategies, Private Market Strategy, New Investment Product Development, Portfolio Construction Oversight and Quantitative Investments. Mr. Persaud is a Chartered Management Accountant, an advisor to Investment Management Association of Singapore and Chair of Risk and Performance committee and is actively involved in industry efforts to promote and further innovation, best practice and transparency in Investment management.

Ed Huang, Senior Managing Director, Head of Asia Pacific (APAC), Blackstone Private Wealth Solutions

Ed Huang is a Senior Managing Director and Head of Asia-Pacific (APAC) for Blackstone’s Private Wealth Solutions Group based in Hong Kong. Mr. Huang joined Blackstone in 2012, and Private Wealth Solutions in 2024. Prior to his current role, Mr. Huang was COO of Asia Private Equity, Head of BCP Asia Acquisitions, and led Greater China and Korea for Blackstone’s Private Equity Group. Mr. Huang has led or been involved in Blackstone’s investments in Ennovi/Interplex, Geo-Young, SHP Packaging, Global Sources, Pactera, and Simone. Before joining Blackstone, Mr. Huang was previously a Managing Director for China investments at Morgan Stanley Private Equity Asia and worked in investment banking for Morgan Stanley and Merrill Lynch in New York and Hong Kong. Mr. Huang received a B.A. from Yale University and an MBA from Harvard Business School. Mr. Huang serves as a director on the boards of Ennovi/Interplex, Geo-Young and SHP Packaging. He is also director on the boards of the China and Hong Kong Venture Capital and Private Equity Associations, and member of the Yale Asia Development Council.