Union Bancaire Privée (UBP) has appointed Robert Phua as head of wealth planning for South Asia. He reports to Ranjit Khanna, head of South Asia and Singapore branch chief executive, and to Bertrand Binggeli, group co-head of wealth planning.
Based in Singapore, Phua will work closely with the South Asia team to grow the bank’s wealth planning business in South Asia with a special focus on family offices.
With over 20 years of professional experience, Phua joined UBP from Julius Baer, where he provided wealth planning advisory services to the bank’s clients in Asia, including the structuring and setting up of trusts, family offices, fund entities and non-profit entities. Prior to that, he headed private trust, securities and fiduciary services at DBS Bank and worked as a legal counsel in various corporations.
His academic legal background includes a barrister-at-law degree from Lincoln’s Inn, London, and is a qualified and admitted advocate and solicitor in Singapore. He graduated in law from the University of Leeds, UK. Phua holds various STEP diplomas, notably in trust and estate planning.