UBP has hired a former Julius Baer executive to join as its head of wealth planning for South Asia.
Robert Phua joins UBP as its South Asia head of wealth planning, according to a statement, effective January 3 last week.
Based in Singapore, he will grow UBP's wealth planning business in the region with a focus on family offices while reporting to head of South Asia and Singapore branch CEO Ranjit Khanna as well as group co-head of wealth planning Bertrand Binggeli.
Phua has over 20 years of experience, most recently with Julius Baer where he was responsible for wealth planning advisory services for clients in the region, including the structuring and setting up of trusts, family offices, fund entities and non-profit entities. Previously, he also worked for DBS where he led its private trust, securities and fiduciary services unit.
