​管理層

YVES GUÉLAT

Yves Guélat is Group Chief Executive Officer of Charles Monat.

 

Before taking the helm, Yves worked at Willis Towers Watson (ex-Willis) for 11 years as CEO of the retail operations as well as the Global Wealth Solutions division in Switzerland. Before joining Willis Towers Watson, he was Managing Director at Aon, leading the Geneva branch office.

 

Yves has extensive experience in the insurance industry for clients in multiple jurisdictions.. While the majority of his time has been in the insurance broking and advising on non-life insurance with specialties including Marine and Property, he also involved in the procurement of bespoke general insurance services for Ultra / High Net Worth individuals.

 

Group Chief Executive Officer

 

CHARLES S. MONAT

Chairman

Charles S. Monat is Chairman of Charles Monat. He pioneered the use of large life insurance policies in Asia to create liquidity for families, estates and businesses. He has over 45 years of experience in the life insurance industry working with bankers, wealth planners, lawyers and accountants customizing solutions for their High Net Worth clients’ long term needs.

 

Mr. Monat founded the Charles Monat Group in 1971, established Charles Monat Associates Limited in Hong Kong in 1995, Charles Monat Associates Pte Limited in Singapore in 2005, and Charles Monat Associates Limited LLC in the US in 2010.

 

He remains active in the business and is lifetime member of the Top of the Table and Million Dollar Round Table.

KLAUS KIESSLING

Klaus Kiessling is the Global Chief Operations Officer of Charles Monat, based in Singapore and Zurich.

 

In his role, Klaus is responsible for the coordination of the local teams in our countries in the areas of Finance, Operations, IT and People.

 

Prior to that, Klaus was the Chief Financial Officer at Willis Towers Watson in Switzerland for 9 years. Before that time he was the Chief Financial Officer / Chief Operations Officer at AON Switzerland for 10 years and being responsible for several mergers and integrations of companies into the group. Klaus is a member of Charles Monat’s Operational Committee and will be working on a balance between Digital Improvement and Disruption.

 

Klaus is an experienced financial services executive with over 30 years’ experience in Europe. He is graduated with a Bachelor of Accountancy and Controlling from the University of Stuttgart, Germany.

Global Chief Operations Officer

NIKKI KOH

Nikki Koh is the Global Chief Commercial Officer of Charles Monat, based in Singapore.

 

Nikki has over 20 years of insurance and banking experience acquired at Prudential, UOB and HSBC. Starting out in sales and client advisory, Nikki progressed into sales management and account management in bancassurance.

 

Nikki has worked with a full spectrum of segments including consumer banking, business & commercial banking, priority banking and private banking. Nikki was most recently managing the Prudential-UOB bancassurance partnership.

 

Graduating with a Bachelor of Accountancy from Nanyang Technological University, Nikki is also a member of the Financial Planning Association of Singapore. Nikki has spoken at several bank seminars for high net worth segments on the topic of legacy planning / business insurance in Singapore and overseas.

Global Chief Commercial Officer

BERRY WONG

Berry joins Charles Monat as Chief Executive Officer. 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 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.  

 

Chief Executive Officer, Hong Kong

MARTIN WONG

Martin Wong is the Chief Executive Officer, Singapore at Charles Monat Associates Pte Ltd, responsible for managing the expansion of Charles Monat business in South East Asia, covering both the international business and new domestic markets.
 
Martin joins from Jardine Lloyd Thompson Private Client Services Singapore, where he served as Chief Executive Officer, Deputy Chief Executive and General Manager. Prior to Jardine Lloyd Thompson Private Client Services, he was the Vice President in the Global Private Client division of Merrill Lynch & Co in New York.
 
In addition to an MBA in Finance and BA in Economics, Martin is a Chartered Life Underwriter and a Certified Financial Planner. He graduated from the National University of Singapore and Case Western Reserve University.

Chief Executive Officer, Singapore 

SIMON LO

Simon began his career as an Assistant Attorney General with the Washington State Attorney General’s Office. His duties include advising the State’s Department of Labor and Industries on regulatory matters and litigating civil cases in state court. Simon later entered private practice with an esteemed law firm where he excelled as a defense litigator. He has represented multinational corporations such as Walmart and Exxon Mobile.

Simon later joined one of the oldest life insurance brokerage firms in the United States as Vice-President & General Counsel, Asia Pacific. Simon was responsible for building business operations in the Middle East and Indian Subcontinent. He also advised high net worth individuals and corporate clients throughout Asia and Middle East on matters related to personal estate planning, business succession strategy, executive compensation, and life insurance solutions.

Simon received his Bachelor of Arts degree in Economics and East Asian Studies from the University of Toronto, St. George. He went on to complete his Juris Doctorate degree from Michigan State University College of Law and served as a  clerk to the United States Court of Appeals for the Sixth Circuit.

Chief Executive Officer, International 

BETTINA HOFMEIER

Bettina is responsible for both the International and European offering of Charles Monat in Europe.

 

Bettina has 7 years of private banking experience with one of the largest Swiss banks. Bettina has started in U/HNWI wealth advisory for international clients and then focused on life insurance at the bank. In this division, Bettina has gained experience in product development and management, the incorporation of an insurance carrier, establishing and developing the insurance offering for the clients and working closely with the largest life insurance companies in Europe.

 

Bettina is fluent in English and German.

Chief Distribution Officer, Europe

STEPHANIE ADAMS

Stephanie Adams heads the U.S. branch for Charles Monat and is a global leader in life insurance solutions with expertise in the U.S., Asia and LATAM high net worth wealth transfer planning.

 

Stephanie is a seasoned insurance professional with over 20 years of management, insurance operations, sales and marketing experience. Having spent the last 15 years in the high net worth sector, she has worked with hundreds of clients from all over the world.  Stephanie began her career in underwriting and is a leading expert in placing large syndicated cases across many insurance companies for maximum coverage options. Over the years, Stephanie has gained in-depth experience and working knowledge in the areas of wealth transfer and estate planning, liquidity planning, business insurance and business succession strategies.

 

She has an MBA from Anna Maria College and a BA from the University of Massachusetts, Amherst. 

Head of US Division

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