Vineet provides Executive Search, Executive Education and Management Consulting services to the Financial Services, Consulting, Fintech and Consumer industries. He draws on a diverse experience base spanning over 30y, both as an independent and a career financial services professional, working with regional and global firms to boost their leadership talent base, lift sales productivity, build differentiation, deliver growth, or improve standing.
He has extensive experience across Asia, having lived and worked in India, Singapore and Hong Kong – he is based in Singapore.
Vineet offers Leadership Search services to clients across:
Financial Services: Consumer banking, Wealth management, Private banking, Investment banking, Public/Private asset management, Business processing, Fintech, and Insurance;
Professional Services: Transactions and Business advisory, Restructuring, and Corporate finance;
Consumer Products: Food & Beverages, Confectionary, Retail, and E-commerce.
In addition, he offers Executive Development services to clients in the Wealth Management ecosystem, in collaboration with a select group of Learning Experts from around the world;
Vineet also provides Management Consulting services to the FInancial services industry, in partnership with leading Global Practitioners, on matters related to organic and in-organic change.
Vineet K Vohra, CFA
Managing Partner, Leader Circuit
Malik’s passion is to help leaders of WM/AM firms achieve sustainable success by guiding clients to achieve their life goals and dreams. By first asking future-focused questions, then understanding, and finally sharing his relevant Strategic Practitioner’s knowledge and best practices learnt globally. As global wealth continues to grow apace from affluent to UHNW segments, low capital requirement, high talent demand and revenue annuitization make WM a must for all firms that wish to grow, efficiently.
Malik deploys a genuinely passionate style based on his “war stories”, motivating leaders and frontline staff to become exceptional professionals, deliver an engaging client experience, and achieve outstanding financial results.
Operating at the leading-edge of global WM industry for 30 years+ across the US (starting at Wall Street) Asia, UK and MENA. As Global Head of Sales Management/Wealth Development at HSBC, Malik renewed the company’s wealth management business in 12 markets through a digital transformation program that achieved growth of client assets. He has served as a Senior Executive at Permal, Merrill Lynch, ADIB and Citi. During his 7 years at Citi, he was the President of Citicorp Investment Services- US, and Head of WM- Asia, growing their market share and profitability.
He specializes in: Sustainable WM franchise growth via the proprietary P2RISM Model, Developing Senior Leaders, Sales Management and Advisors (5 Skills of Primary Advisors) as well as Dynamic Workshop Facilitation and Executive Coaching
Malik is the co-author of a WM course with IFF; post graduate certification in WM by Middlesex University and a contributor to PWM FT on leadership, WM and women empowerment.
He has provided keynote speeches on; Moral Leaders, Women Empowerment, 5 Skills of Primary Advisors, and has been actively involved in conferences on WM, Leadership, ESG and Impact Investing.
A veritable global citizen, Malik is based in New York, having lived in Pakistan, Dubai, London, Hong Kong, Singapore and Tokyo.
Malik S Sarwar
Senior Partner, Global Leader Group
Jonathan has over 25 years of experience as a global senior leader in the Sales, Coaching, Retail and Banking sectors. He worked for 15 years at HSBC, living in seven countries: the USA, UK, Hong Kong, India, Qatar, Lebanon and Israel. His last role at HSBC was as Global Head of the Branch Network, responsible for 3,400 branches worldwide servicing 37 million customers and with 21 billion dollars in revenue. Immediately prior, as Global Head of Wealth Sales & Distribution he oversaw customer satisfaction targets of 94% and balances of 620 billion. He has worked at all levels in banking from a front-line sales agent to branch manager, area sales leader to country head and world-wide lead.
Considered an expert in all things Sales Management, Jonathan’s experience spans from design of team structures to day-to-day team management. While at HSBC, he designed and led the global incentive framework across all country markets. He was also tasked to build a culture of coaching moving beyond programming to organizational ethos. His work has the unique distinctive of combining tailor-made strategy with the ability to embed that strategy as part of company DNA.
As a sought-after coach, Jonathan has trained thousands of leaders in over 18 countries, focusing on Leadership, Coaching, Sales Management, and Sales Skills. He is a skilful public speaker and facilitator of learning programs and team building experiences. His unique background enhances the learning message with relatable real-life connection points that serve as a bridge to lasting change. He differentiates himself as a coach not only by his expertise in customizing content to learner, but by his breadth of experience on both sides of the equation of training and performance management.
He is a native of Southern California and holds a BA in Middle Eastern Studies from Brigham Young University. He has been married for nearly 25 years to his sweetheart Michelle, and they are the parents of six children. Jonathan is passionate about music, sings with his family, loves to read and constantly learn new things. After 13 years overseas, he now resides in Provo, Utah.
Jonathan Nabrotzsky
Founder and CEO, Global Leader Group
Kevin gained the majority of his business experience in senior management in the financial services industry. He has been involved in Consulting, People Development and Coaching for over 20 years.
He has worked with blue chip organisations across Europe, Middle East, Asia and the Americas. This has involved working with numerous companies across many industries, including HSBC, Barclays, Erste Bank, BP, BT, Ford Motor Company, Glaxo SmithKline, HBOS, Jaguar, Kimberly Clark, RSA, Vodafone, Iron Mountain, Multiplex, Lloyds, Citi Group, CBRE, Turner & Townsend, Centrica, Lexus, Volvo, Mercedes Benz, Jaguar Landrover, Actelion, Mercke, Novartis, Canadian Pacific Ships, British Sugar, Which?, Mace and many others. He has always received outstanding feedback and results.
Kevin has a degree in Behavioural Science, is an NLP Master Practitioner and is a Fellow for the Institute of Management. He is also a visiting faculty at Imperial College Business School.
His passion, energy, extensive experience and focus enable him to respond to the needs of a project and deliver tangible outcomes. Combined with his ability to build trust quickly, he engages his audience and stakeholders to enable a sustainable impact.
His work has resulted in:
1200% return on Investment through working with a focused talent group
Being requested to coach senior executives around the world
Leading international face to face, and virtual, symposiums and conferences
Developing ”Master Trainers” to lead strategically significant projects
The creation of unique intellect and nuance of approaches benefiting thousands
Kevin Johnson
CEO, OnTrack International
LuAnne is a passionate leader who drives business growth through relationship development, talent alignment, and culture building, with a focus on consistently delivering positive results. LuAnne has a diversified executive leadership background that includes experience in multiple business and functional areas, infrastructure development, organizational effectiveness, diversity & inclusion, and leadership development.
Having a passion for customers, she ultimately returned to personal banking where she was responsible for developing affluent customer proposition strategies and driving growth through employee and customer-focused initiatives in the retail branch network, contact center, and digital channels. Selected to join the global Channels team, LuAnne oversaw staff technology tools and frontline experience for 100,000 staff across all channels and 67 countries where HSBC operates.
Starting her career in the Mortgage business, LuAnne held roles in Human Resources, Learning and Development, and Quality. Having a passion for customers, she ultimately returned to personal banking where she was responsible for developing affluent customer proposition strategies and leading the retail bank branch network, driving growth through employee and customer-focused initiatives.
LuAnne believes in lifelong learning, holding both her undergraduate degree and MBA from the State University of New York at Buffalo. She is a graduate of the Consumer Bankers Association Graduate School of Retail Bank Management, University of Virginia, is Six Sigma Quality Black Belt certified, and previously held Series 7 and 66 securities licensing. She has attended executive leadership courses in Switzerland, India, Hong Kong, London, and the U.S.
LuAnne is a Buffalo New York native, and, with her husband Jeff, recently established their Tampa Bay Florida-area home. They have two daughters, Kelly and Lindsay, who are pursuing their personal and career dreams.
Luanne Kingston
Senior Partner, Global Leader Group
Pankaj is a career banker with over 40 years of experience in Banking, Wealth and Investment businesses.
He has held Board Directorships in India and Dubai, and Chief Executive Officer and other senior Business Head roles with Banks and other Financial Institutions across Singapore, India, Hong Kong, Thailand, Dubai and the Channel Islands.
He is now an Independent Management Consultant to Wealth Advisory and Financial product distribution businesses in India.
He is also an Associate Partner, at Leader Circuit, Singapore.
As a business-focused professional, Pankaj is a proponent of compliant Wealth Advisory techniques that apply the latest Financial Planning and Risk management tools to cover both Client and Distributor Risks.
In addition, as a Consultant to Wealth Management businesses, Pankaj brings a strong focus in all matters of Corporate Governance gleaned through his experiences of dealing with the DFSA in Dubai, the MAS in Singapore and with SEBI and the RBI in India.
Pankaj is a Fellow of the Institute of Directors, India.
He is based in India, having lived and worked around the world, incl. in Singapore, Dubai and the UK.
Pankaj Narain, FOID (IN)
Associate Partner, Leader Circuit
Soma is an HR professional with 30 years leading multinational organizations through all aspects of their people strategy and processes. Her extensive career spans five industries, located in three geographies, and a broad range of HR functions, such as Strategy alignment, D&I, Transformation, and Talent acquisition, development and mgmt.
She is the founder and director of Cubex Human Capital Advisory (HCA). Estd. in 2021, Cubex HCA provides global leadership, HR strategy, and operations advisory to client leadership. Of her many clients, Soma advised a multinational social enterprise on their HR strategy. Working with the CEO, CHRO, and senior leaders in N America, Soma leveraged her expertise & network to align the HR and Business strategy, and develop the operating model.
Before founding Cubex HCA, Soma served as the Global Chief Inclusion and Diversity Officer at CRH, a €27Bn building materials business. Stepping into a newly created role based out of Amsterdam, she set up the strategy, structure, governance, and ambitions for the position and the business. Working directly with the CEO, Board, and Diversity council, she established the strategic roadmap for D&I in the business, building ownership & accountability for the defined targets amongst senior leaders.
Soma’s career at CRH was preceded by 14 years in Singapore with JLL, a professional services and investment management firm specializing in real estate services. As the International Director and Head of Human Resources – Asia Pacific in her last role at JLL, Soma reported to the APac CEO and Global Head of HR. In this role she was:
Business partner to senior leaders: Soma served as an advisory partner to the CEO and business leaders to develop and implement HR strategies that supported the overall Asia Pacific business and global HR objectives.
Corporate and functional leader: Soma led organizational redesign and transformations, partnerships for organizational turnarounds, implementation of Greenfield operations, and organizational growth through M&A
HR team leader: Soma aligned the human resources goals to strategic business goals, developed and led the HR team, and set up new functions and centers of excellence.
Before her time as Head of Human Resources – Asia Pacific, Soma held various roles in JLL, GE Medical, GE Capital, and Eicher tractors across South East Asia, Singapore, and India.
Soma’s wide span across her career is also reflected in her personal interests, where she spreads her time across her various active, creative, and spiritual pursuits – Pilates, yoga, writing, drawing, supporting local artists, and creating recipes, to name a few! She also volunteers with a scholarship program for the rural poor in India
Soma Mohanty Garg
Director, Cubex Human Capital Advisory
Han Chong offers Business and Organisational consulting services to enterprises in the region, while not taking away from his focus on nurturing and moulding the careers of others through pro bono mentoring, and making time for his passion- to be with his family- more than ever!
He moved away from full-time corporate roles to make a positive difference to society, after a rich 3 decade career across Asia with leading global and regional organizations, incl. Citibank, UOB, Fullerton (Temasek) and AIA.
In his corporate years, Han Chong has been privileged to make significant contributions:
Helmed leadership positions including Country CEOs, Regional Business Director, Dean of Leadership Centre and senior Military leadership roles.
Lived in both developed and developing Asian markets - Singapore, Malaysia, Thailand, Vietnam and China.
Covered a wide spectrum of the financial services industry - Commercial and Business banking, Consumer banking, Micro Finance and Credit Guarantee, and Life Insurance business.
Served the nation for over a decade in the Singapore Armed Forces.
He has demonstrated continual learning throughout his career, attaining leading professional and practical qualifications, incl. a Chartered Financial Analyst (CFA) charter, Financial Risk Manager certificate, Sustainability and Climate Risk certificate, and most recently Specialist Diploma in Applied Psychology. And through his Dean role at a Regional Leadership Centre, he curated and co-designed senior leader programmes, including Board of Director, Gamechanger workshop etc.
He and his family are back home in Singapore, after spending nearly 15 years, across 5 Asian countries.
Tay Han Chong
Associate Partner, Leader Circuit
Shirley offers Organizational Consulting services in areas such as executive search, organization design, post-M&A integration, compensation surveys and talent management. She has 20 years in retained and in-house search roles with international organizations across financial services, pharmaceuticals, marketing & communications, e.g. as Head of Organization Effectiveness for the Global Risk function at Standard Chartered Bank (SCB), building its leadership across 34 countries, and previously, as its Australasia Head of Resourcing and Talent Management.
Shirley holds particular interest in Diversity in the workplace, and Gender Equality. At AIG, she was a member of the D&I Committee. She has also served as a business mentor and executive coach specializing in gender issues for many bodies, including the Financial Women’s Association Singapore, the Cherie Blair Foundation for Women in Business, SMU Women’s Connection Club. She was a speaker on Women in Leadership, at the SMU Leadership Symposium. She has a keen sense of Organization Policy and Structure, including its impact on Risk. She was a member of the Risk Committee at AIG. Here, during the tumultuous years following the GFC, she led the successful Asia rollout of numerous global HR programmes, with robust governance structures underpinning all HR management practices.
Shirley has a special interest in the Not-for-Profit sector and has held Honorary board roles, incl. a seat on the Board of Governors of the Singapore National Paralympic Council, Vice President with the Animal Concerns Research and Education Society Singapore (ACRES) etc. She has a prior background in business journalism in Singapore.
She has an MSc in HR Management from Rutgers University’s School of Management & Labor Relations. Shirley has lived and worked in Singapore, China and Canada. .