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Background | Constitution | Committee 2010-2011 | Committee 2011-2012 | Secretariat

 

Committee 2010-2011

President

Dr Angelo Venardos, Heritage Fiduciary Services Pte Ltd

Angelo Venardos TEP, is the Founder and Executive Director of the Heritage Trust Group with offices in Singapore and Hong Kong. Angelo has been a Singapore PR since 2001. He holds degrees in Economics and Marketing, an MBA, a Master of Jurisprudence (Corporate & Commercial Law) and a Doctorate of Legal Science (SJD), on the subject of “The Global Regulation of Offshore Financial Centres with Reference to Singapore” (2005). Angelo completed the STEP diploma in 2002.

Angelo Venardos is a member of the Singapore Academy of Law (SAL), Singapore Institute of Company Directors (SID), Singapore Institute of International Affairs (SIIA) and the Singapore Trust Association (STA).

 

Vice-President

Mr Alexander van der Zwaard, Asia Management House Pte Ltd

Alex is the founder and Managing Director of Asia Management House, a boutique fiduciary firm providing active management services to Singapore domiciled investment holding companies. Graduated from Erasmus University in the Netherlands, Alex is a lawyer by training. He has 15 years of experience in the industry and has headed the trust and structuring services division of one of the world’s largest trust companies in Hong Kong and Singapore. He was also a member of the management team of MeesPierson Asia. He has been a member of the Management Committee of the Society of Trusts and Estate Practitioners (Singapore Chapter) since 2005.

Secretary

Mr Alexis Medina, Morgan & Morgan Corporate Services Pte. Ltd

Alexis Medina, with more than 10 years of experience in the Wealth-Management and Private Banking industry, is currently Executive Director of Morgan & Morgan Corporate Services Pte. Ltd., the Morgan & Morgan Group (MMG) office in Singapore dedicated to provide qualified services on corporate structuring, private foundations and trusts, and ship registration. Additionally, this is the first Panamanian organization to obtain authorization from the Government of the Republic of Singapore to provide legal advice from this country.

Prior becoming head of Singapore office, Alexis gained experience as Associate attorney at MMG Trust, S.A., Headquarters of the Fiduciary activities of the MMG in Panama, as well as Fiduciary Officer at Dresdner Private Banking International (DBPI), Dresdner Bank Lateinamerika AG, (DBLA), Panama Branch.

Mr. Medina graduated from the School of Law of Universidad Catolica Santa Maria La Antigua of Panama and obtained his Master Degree from Boston University in the USA.

He is also member of the National Bar Association of Panama, Club Kiwanis of Panama and The Society of Trust & Estate Practitioners (STEP).

Treasurer

Ms Goh Seow Chee, Wealth Advisory Group at J.P. Morgan

Goh Seow Chee is an Executive Director of the Wealth Advisory Group at J.P. Morgan's Private Bank based in Singapore, which is dedicated to serving the international tax, trust, succession and strategic planning needs of our clients. She is responsible for the firm's Wealth Advisory practice and will be advancing the firm's efforts to develop customized and leading edge wealth planning products and solutions for clients.

Ordinary Member

Mr James Aitken, HSBC Trustee (Singapore) Limited

James Aitken, TEP, has a BA/LLB (Hons), and is the Managing Director of HSBC Trustee (Singapore) Limited. James works very closely with high net worth individuals and families and with their advisors on trust and related wealth management issues. His experience with these families and his background in the law (including advising Boards of listed and unlisted companies) translates well in advising on complex succession and family governance issues.

Before moving to Singapore in 2005, James was Senior Legal Counsel with HSBC Trustee (Cook Islands) Limited (formerly Bermuda Trust (Cook Islands) Limited) in Rarotonga. Prior to that he worked as a Barrister and Solicitor in New Zealand and London for 15 years, the last five years of which he was a partner in a major New Zealand Law Firm.

Ordinary Member

Ms Lim Wan Peng, UBS AG

Wan Peng holds a law degree as well as an MA in Southeast Asian Studies from the National University of Singapore. She trained as a lawyer at the legal firm of Messrs Lee & Lee, and is an Advocate and Solicitor of the Supreme Court of Singapore.

Wan Peng has more than 21 years' experience in the trust industry. She began her career at HSBC Trustee (Singapore) Limited, and as head of its client services department oversaw the administration of a wide range of wealth planning structures and solutions. From 2006 to September 2010, Wan Peng was at UBS AG where she served as an Executive Director in Wealth Planning Consulting team. Wan Peng is presently with Credit Suisse Trust Limited as a Senior Trust Advisor.

Wan Peng has been a member of STEP since 2001.

Ordinary Member

Mr Luke Peng, CBP Holdings Ltd

Luke Peng is currently CEO of CBP Holdings Ltd and has more than 21 years of professional trust and financial engineering experience. Luke was called to the English Bar in 1988 and admitted as an advocate and solicitor of the Supreme Court of Singapore in 1989. Luke was the founder and CEO of SG Trust (Asia) Ltd, a position he held for 10 years up till July 2010. Prior to joining SG he managed and developed the Asian trust operations of two leading international banks. Luke is a committee member of the Singapore Trustees Association (STA) and STEP Singapore Branch.