Philippe brings over 30 years of senior management experience with International Banks in Private, Corporate and Investment Banking.
Transferred from Paris to Hong Kong in 1995 to run the operations of BNP Paribas’ Private banking Asian subsidiaries, Philippe then developed the North Asian Private Banking Platform for Rabobank (subsequently known as Bank Sarasin) supervising both client facing teams as well as the Group’s operational activities and various departments such as credit, compliance, treasury and trust.
During his time with the Rabobank Group he was also:
He subsequently headed the Private Banking North Asian operations of ABN AMRO in which he held overall responsibilities for the activities of the group across its various Asian offices in addition to being:
Before setting up LCA Solutions in 2010, Philippe was Deputy CEO of BNP Paribas Wealth Management North Asia, a group for which he worked for more than 13 years and held positions such as:
Since founding LCA, Philippe has been actively involved in answering the corporate advisory, private investment and M&A needs of clients in addition to offering more traditional wealth management and family Governance solutions.
Philippe has worked in Europe, India and North America and speaks fluent English and French. He is a regular invited speaker at wealth management and asset management conferences as well as being a judge for various awards within the industry.
He won the Asian Wealth briefing 2017 Award for “Outstanding contribution to wealth management thought leadership”.
Sanam brings more than 30 years of experience in the International Financial Industry and actively participated in growing the Hong Kong Private Banking Space as we see it today.
Before founding LCA Solutions in 2010, Sanam held senior management roles in international banks directly servicing the needs of High Net-worth clients but also answering the requirements of the banks themselves as a team leader and member of their North Asian Management team.
Sanam was previously Managing Director at BNP Paribas Wealth Management and Team leader at ABN AMRO, Rabobank and Bank Sarasin, also giving her more than 25 years of experience in managing and mentoring senior private bankers.
In her Senior Management roles, she held various positions including:
• Alternate Executive Officer towards the Hong Kong Monetary Authorities for ABN AMRO Private Banking
• Member of ABN AMRO North Asian Private Banking Executive Management committee
• Member of the executive management committee at BNP Paribas Wealth Management Hong Kong
• Member and alternate chair of the Client acceptance Committee at ABN AMRO and BNP Paribas
• Member of the Investment Product Development Committee (Asia) at ABN AMRO and BNP Paribas
Prior to that she held various positions at Ernst & Young and the Rockefeller Family Office.
Born and raised in Hong Kong, Sanam is a graduate from the Hong Kong Polytechnic University and speaks fluent English, Cantonese, Sindhi and Hindi.
Sanam is a Director and Co-Chairman of the board of LCA Solutions Limited. She is also a Responsible Officer and overall Manager in Charge towards the Hong Kong Financial Regulators (Securities and Futures Commission – SFC) as well as the Australian Securities and Investments Commission (ASIC) for the firms’ Financial licenses to operate in Australia.
Sanam directly heads all wealth management and investment activities of the firm in addition to sitting on all regulatory and compliance committees that operate and supervise the overall activities of the company.
As a veteran of building the Multi Family office space in Hong Kong, Sanam is a sought-after guest to discuss her views and experience of this still nascent but growing industry.
Felix brings more than 25 years’ experience in Asian Financial markets specifically in the Hedge Fund and Asset Management industry.
Felix began his career on the operational side of Investment Banking Departments at Chase Manhattan (now JP Morgan), Bankers Trust, Natwest and Deutsche Bank. .
He then spent the next 20 years setting up and building the operations of regulated buy-side asset management businesses in Asia.
Prior to joining LCA Solutions as its COO, Felix was COO at the Korean Hedge Fund QUAD Capital Management supervising Operations & Middle Office, Risk Management, Compliance & Corporate Governance, IT, HR & Accounting teams.
Felix holds a B.A. degree from Western Sydney University.
Felix speaks fluent English, Cantonese and Mandarin.
Shashi brings over 20 years of experience in the Asian Wealth Management industry focused on servicing the financial needs of high net worth families.
Born and raised in Sri Lanka, Shashi started his career with HSBC before joining boutique Wealth Management firms to enhance his overall knowledge and experience in sourcing appropriate solutions for the requirements of his clients.
Interested in all aspects of investments, Shashi focuses on understanding the overall needs of his clients and ensuring that LCA’s Family Office offering is at their disposal to help them achieve their financial and non-financial objectives.
A licensed individual regulated by the Hong Kong Securities and Futures Commission (SFC), Shashi speaks fluent English and Sinhalese.
Before joining LCA Solutions, Jet Han worked in an Asian Single Family office where he was in charge of managing the liquid investment portfolios of the Family as well as heading investor relations for their HK listed Company that focused on Property Management. Prior to that, Jet Han worked in discretionary fund management at Pegasus and served in the Singapore Armed Forces.
A graduate from the University of Manchester (UK) where he obtained a Bachelor of Laws, Jet Han then got a Master in Management from Warwick Business School (UK).
Jet Han focuses on providing investment research, analysis, ideas and recommendations on all asset classes to internal and external clients. He also participates and supports the firms’ discretionary portfolio management strategies.
A licensed individual regulated by the Hong Kong Securities and Futures Commission (SFC) , Jet Han speaks fluent English, Mandarin and Cantonese.
George joined the team in 2015 and has over 12 years of experience in the Investment Industry. A graduate from Imperial College London where he obtained his Master of Engineering degree, George is also a Chartered Financial Analyst (CFA) charter holder.
George focuses on understanding, analysing and helping families with various corporate advisory solutions for their family business; he also sources and reviews direct investment opportunities.
Since Joining the team George has worked on a wide variety of sectors including Education, Media & Entertainment, Food & Beverage, Consumer & Luxury retail, Automobile & Industrial distribution as well as Aviation Financing and more traditional Real Estate opportunities.
A licensed individual regulated by the Hong Kong Securities and Futures Commission (SFC) , George speaks fluent English, Cantonese and Mandarin.
Mason joined the team with nearly 10 years of experience in the financial and banking industry having worked mostly for HSBC but also Saxo Capital Markets and the accounting firm of Grant Thornton.
A graduate from the United Kingdom’s University of Bournemouth, Mason majored in Accounting and Finance.
Mason focuses on helping clients with the daily operations of their wealth management accounts as well as supports the firms’ discretionary portfolio management strategies.
A licensed individual regulated by the Hong Kong Securities and Futures Commission (SFC), Mason speaks fluent English, Mandarin and Cantonese.
Yvonne joined the team from a CPA firm where she was a Senior Associate auditing the financial, manufacturing and trading industries.
Yvonne studied accounting at the University of Manchester before graduating from the University of Salford, UK, with a Bachelor degree in Business and Financial Management. She is also a member of the Association of Chartered Certified Accountants (ACCA) and is studying for her CPA Certification.
Yvonne focuses on all accounting, finance and middle office issues within LCA with a goal to obtain her SFC qualifications.
Yvonne speaks fluent English, Cantonese and Mandarin.
Before joining the team, Jasmine gained her financial experience by working in Amundi, the largest European Asset Manager, where she focused on fund distribution, as well as in UBS Wealth Management where she was an assistant private banking relationship manager. Jasmine also gained client servicing experience by working various front line positions in the Shangri-la Group.
She holds a Master’s degree in Banking and Finance from Monash University in Australia and a Bachelor in Hospitality from Hotel Institute Montreux in Switzerland.
Passionate about client experience, Jasmine focuses on helping clients on their daily financial needs while always maintaining her hospitality background at heart; she also assists in the discretionary portfolio management team.
A licensed individual regulated by the Hong Kong Securities and Futures Commission (SFC), Jasmine speaks fluent English, Cantonese and Mandarin.