Theekharoj (Bank) Piamphongsarn
Chief Executive Officer and Head of Operations
Theekharoj Piamphongsarn, known as Bank among his friends and colleagues, joined Ascend Wealth as a result of a recent friendly merger with Aurus Asset Management Pte. Ltd., also a Singapore-based Asset Management company which he co-founded in 2010. He brings with him almost a decade of exceptional success in providing strength and leadership in the areas of finance, marketing and operational execution. Bank oversaw and managed overall project developments at Aurus, while keeping close relationships with financial institutions & government agencies, which as a result, allowed the company to grow its main activity in the Asset Management business of High Net Worth Individuals with its primary focus in Asia.
Raised and educated in Switzerland from the age of 5, and from where he received his Bachelor of Science Degree in Business Administration from the University of Applied Science in Zurich, Bank immediately embarked upon a distinguished career in Private Banking, starting with Swiss Bank Corporation, Zurich in 1997, and progressing up the ladder in various Wealth Management positions with UBS AG that soon landed him in Singapore in 2005 as Client Advisor at UBS, Wealth Management Department covering the Financial Intermediary and Thai Market. Subsequently, Bank made the decision to service HNWI clientele by joining Bank Julius Baer, Singapore as Client Advisor for South East Asia Market, a position that he held until the end of 2009, when he then co-founded Aurus.
Fluent in English, German & Thai, Bank combines the astuteness and attention to detail of a Swiss Banker with the passion for life and creativity of a Thai entrepreneur. This combination serves him extremely well in understanding the complexities of doing business in Asia and how to identify opportunities and strategies that lead to profitable value investing for clients and partners.
Managing Director, Head of Business Development and Senior Portfolio Manager
Before joining Ascend Wealth in November 2011, Bruno spent 12 years working for UBS AG as a Client Advisor and Portfolio Manager in Switzerland and in Singapore.
Starting his career in 1999 in Switzerland, he was promoted to a managerial position in the European Wealth Management Team.
He moved to Singapore in 2006 and since then has specialised in managing assets for European ultra high net worth investors, developing an intimate knowledge of the Asian markets. As Executive Director, he was deputy head of the Italy, Greece and Iberia team.
Bruno holds a Bachelor’s Degree in Political Sciences and Business Management from Geneva’s Unimail University in Switzerland (1999). In 2001, he obtained the UBS Wealth Management Diploma.
Bruno is a Swiss national. He speaks fluent Italian, French and English and is a Permanent Resident of Singapore.
Managing Director, Head of Investments and Senior Portfolio Manager
Pietro is one of the most experienced financial services executives currently operating in Singapore. His career in the financial services industry has spanned some 19 years, with special focus on private wealth management. Prior to joining in November 2011, he worked with UBS AG Switzerland and, most recently, with UBS AG Singapore.
Pietro commenced employment in 1994 with the country desk for the Middle East and Africa in Swiss Bank Corporation, Zurich (which subsequently became UBS AG in 1998 after the bank’s merger with Union Bank of Switzerland in 1993). In 1996, he was promoted to the role of Client Advisor of UBS AG’s country desk for the Arabic Gulf, where he started to build and actively manage a client book of high net worth individuals. Pietro relocated to UBS AG Singapore in 2000 where he played a key role in setting up and developing the bank’s wealth management business conducted with non-Asian domiciled clients, first as a Client Advisor in the Southern Europe & Middle East markets and then from 2006 as a Senior Client Advisor and Executive Director for the bank’s ultra-high net worth client segment.
Besides speaking his mother tongue of Italian, Pietro is fluent in English, German, French and Spanish.
Pietro is a Permanent Resident of Singapore and holds Italian and Swiss passports.
Branch Director, Business Developer and Representative of Ascend Wealth Succursale Lugano, Switzerland
Before joining Ascend Wealth in April 2018, Luca has built over 20 years of experience within primary Investment Banks (1997-2011) and Wealth Management Institutions (2011-2016) in Europe (Milan, London, Luxembourg, Monaco, Lugano)
He started his career as a Market Maker-Proprietary Trader on Pan-European Equities market with BNP-Paribas and later with Abaxbank, part of Gruppo Credito Emiliano.
From 2011 onwards, Luca played the role of Senior Investment Advisor with Crédit Agricole Indosuez in Switzerland and Luxembourg.
Luca holds a Master Degree in Business Administration from Milan’s Luigi Bocconi University and a license of Independent Financial Expert “Fiduciario Finanziario” issued in 2017 by the Swiss Supervisory Authority.
Luca has both Italian and French nationalities, he speaks fluent Italian, French and English and resides in Lugano, Switzerland.
Mr. Guarneri owns a Master in Science of Communication and was awarded in 2001 with the NETS Prize (New Entrepreneurs in Technology and Science) by the Gebert Rüf Foundation in Basel. He sits on the Board of several companies.
He has more than 15 years of experience in the field of business development in the high tech industries. After working at the Swiss Stock Exchange in Zurich, he collaborated with venture capital and private equity firms as independent advisors and developed international experience in Europe, Middle East but most of all in CIS countries.
In 2003 he served as Chief Business Development Officer for Sogeho, International (Lux) an international medical group, transferring new technologies and expanding international markets. During this experience, he managed ad interim several spin-off company in different medical field). In 2007, he joined BG Group, a group of companies in the field of tax and business consulting, as responsible for business development and acquisition.
Nicola Guarneri last joined SFO Partners in 2014 as Managing Partner.
Veron joins Ascend Wealth in June 2016 after a considerable number of years in the banking industry starting from 1998, and has since worked in retail, private and investment banks such as DBS, Goldman Sachs and UBS AG.
Her experience spans extensively from back-room operations to front office. She last joined UBS AG Singapore in 2003, for the securities operations team in their investment banking arm. In 2006, she commenced her client servicing role in their High Net Worth client segment for the SEA region in the wealth management team.
Veron holds a Bachelor’s Degree in Business from Monash University (Australia) and is Singaporean.
Marketing Officer, Client Advisory
Melissa has worked in the financial industry since 2010, starting as an Institutional Credit Sales officer in Credit Agricole CIB before moving on to a client servicing role at Merrill Lynch’s Private Wealth segment. She then joined Aurus Asset Management, an External Asset Management company in late 2013 before moving to Ascend Wealth in August 2018.
Melissa graduated from Singapore Management University with a Bachelor’s Degree in Economics and is Singaporean.
Marketing Officer, Client Advisory
Johnson has worked in the financial industry since 2011 and has been in client servicing role at Merrill Lynch and Bank Julius Baer’s Private Wealth and External Asset Manager segment. He moved on to join Aurus Asset Management, an External Asset Management company and subsequently to Ascend Wealth in August 2018.
Johnson graduated from National University of Ireland, Dublin with an Honours Degree in Finance.