Berry joins Charles Monat Associates as Chief Executive Officer in August 2017. In his role, he is responsible for leading the Hong Kong team to develop independent life broker business in partnership with private banks. With his extensive experience in wealth planning and liquidity planning, he will develop wealth strategies to expand the market presence in Hong Kong. Berry is a member of Charles Monat’s Operational Committee and will oversee other management functions including Operations, Inforce Policy Servicing, Marketing, etc.
Berry has a solid background from private banking industry. Before joining Charles Monat, he was Wealth Planning Services of BNP Paribas Wealth Management in 2012 as Regional Head of Wealth Planning Service, Asia Pacific leading and managing the Wealth Planning teams both in Hong Kong and Singapore. Apart from the management, Berry is particularly experienced in dealing with mega wealth family in the region advising them on family governance, liquidity planning, sophisticated fiduciary structure, and governance solutions for family business etc. aiding to achieve a holistic approach for their wealth planning advisory. In 2016, Berry took over and managed the team of Philanthropy offering in the region facilitating the mega wealth clients in their philanthropic needs.
Prior to joining BNP, Berry has spent 13 years in Wealth Planning of HSBC Private Bank with primary focus on expanding and developing the fiduciary services for wealthy family in Asia, including Greater China, Philippines, Malaysia, Indonesia and Singapore. During the years, he has worked and lived in Hong Kong and Singapore respectively leading team of professional wealth planners in developing and creating fiduciary solutions to embrace changes as a result of then ever-changing regulatory landscape as well as the global financial reformation.
Berry has over 22 years of experiences working in major financial institutions in Asia. Prior to returning to Hong Kong, Berry lived in Canada where he finished his first degree in University of Toronto. He is a qualified member of STEP.
CEO, Hong Kong
Charles Monat Associates Limited