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Robert Phua

Head of Wealth Planning, South Asia

Singapour, Singapour

Anglais

Robert joined UBP in 2022 as Head of Wealth Planning, Southeast Asia. Based in Singapore, Robert works closely with the team in Asia to develop and grow UBP’s wealth planning business, with a keen focus on succession planning, philanthropy and family offices in the region.

Robert has over 25 years of experience in banking and finance: before UBP, he was at Julius Baer, where he provided wealth planning advisory services to clients in Asia, including the structuring and setting-up of trusts, family offices, fund entities and non-profit organisations. He also headed up the Private Trust, Securities & Fiduciary Services section of DBS Bank, and previously worked as a legal advisor at various corporations.

Robert is qualified as a barrister in England & Wales, and an advocate & solicitor in Singapore.

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