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Event details

Roundtable: Achieving a Happy Life through Financial and Mental Wellness

  • 12 Oct 2023
  • 11:00 AM - 12:00 PM
  • The Swiss Club, Rifle Lounge, 36 Swiss Club Road

Registration


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We are excited to invite you to a special event focused on cultivating financial well-being and incorporating mindfulness techniques into our everyday lives. Our goal is to support you in achieving true financial well-being and inner balance, ultimately creating a happier and more fulfilling life. 

During this session, our team will guide you through the essential components of creating a comprehensive and sustainable financial plan. 

In addition to financial guidance, we will also delve into the world of mindfulness. Carol Gaffney will lead us through various exercises designed to increase self-awareness, focus, and resilience.

We look forward to a morning of insightful discussions and networking over coffee/lunch in the Swiss Club’s quaint colonial architecture and lush jungle setting. 

Speakers:

  • Presentation and facilitation by Dr Daniel Brunner, Partner at The Heritage Partnership, Senior Partner Practice of St. James’s Place (Singapore) Pte Ltd
  • Mindfulness session by Carol Gaffney, Head of Operations at The Heritage Partnership, Senior Partner Practice of St. James’s Place (Singapore) Pte Ltd

About the speaker/facilitator

Dr Daniel Brunner

Dr. Daniel Brunner holds a Master’s degree and PhD in Business Administration and Economics from the University of Zurich and has resided in Singapore since 2016. Daniel’s career includes pivotal roles at a Swiss multi-family office, an independent asset manager and nearly 23 years as at Credit Suisse AG in Zurich, where he performed multiple senior roles, most recently as Managing Director in Private Banking for Greater China.

As a Partner at St. James’s Place/The Heritage Partnership, Dr. Brunner specialises in providing comprehensive wealth management and financial planning for internationally mobile clients such as entrepreneurs, senior executives and shareholders across Singapore, Hong Kong and Mainland China.

Daniel fulfils the role of Chairman of the Finance sub-committee at SwissCham Singapore and is an Executive Board Member of the Swiss-Asian Chamber of Commerce (SACC). He also represents St James’s Place/The Heritage Partnership at the German Association in Singapore.

Beyond finance, Daniel's weekends pursuits include jogging and quality bonding time with family and friends, a testament to his holistic approach to life.

Carol Gaffney

Carol relocated from Dublin to Singapore to join The Heritage Partnership as the Head of Operations in 2022. With over 19 years of client-facing experience in the banking and financial industries, 6 of which were spent managing client relationships with St. James's Place International, Carol has a strong understanding of our business operations and is responsible for the smooth functioning of operations and continuous process improvement across the entire Practice.  

In addition to her expertise in operations, Carol is a strong advocate for fostering a collaborative work environment and is committed to empowering our employees and cultivating a culture of continuous improvement. Carol is also experienced in guiding mindfulness techniques and holds a both a yoga and Pilates teacher training qualification. 



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