Panchet Chaiboonruang

Founder / Senior Wealth Planner

Languages : Thai, English

In a banking career which spans over a decade, Panchet has held senior management roles at Mizuho Bank, The Royal Bank of Scotland, HSBC, Siam Commercial Bank, and Standard Chartered Bank. In his current role as founder and Senior Wealth Planner at Essence Wealth Advisory, he draws on his experience in wholesale banking and investment banking products to manage a team of wealth planners and offer personal/family wealth planning with a focus on holistic approaches to financial goals.

• Licensed Investment Planner (License no. 084493)
• Associate Financial Planner (Thailand) (License no. AFPT170193)
• Certified Financial Planner (CFP) Module 1-4, Thai Financial Planners Association

Sujeeporn Setthaphinyo

External Consultant, CFP®

Languages : Thai, English, Mandarin

Sujeeporn is a CFP® certified professional well versed in all aspects of personal financial planning, including tax, insurance, retirement, education, investment, and estate planning. Throughout her extensive career, she has worked with major financial institutions including Citibank, HSBC, and UOB, advising high net worth customers as part of the privileged banking departments. She provides counsel to the team of planners at Essence Wealth Advisory and she is also a part-time instructor at Thammasat University in Bangkok, where she teaches a Personal Wealth Management class as part of the MBA programme.

• Certified Financial Planner (CFP® License no. CFPTH170000057)
• Single license, Securities and Exchange Commission Thailand (License no. 027609)

Rachanune Korwattana

Senior Wealth Planner

Languages : Thai, English

Through his past experience working with Bank of Ayudhya, Standard Chartered Bank, and UOB, Rachanune honed his skills in providing solution-based initiatives to meet clients' financial needs, as well as developing the tools to conduct on-going monitoring to serve those needs. At Essence Wealth Advisory, he draws on his experience to devise a multi-pronged approach based on each client’s financial position and achieve their desired end result.

• Licensed Investment Planner (License No. 082158)
• Associate Financial Planner (Thailand) (License no. AFPT170144)
• Certified Financial Planner (CFP) Module 1-4, Thai Financial Planners Association

Alisa Varikarn

Client Liaison

Languages : Thai, English

Drawing on her extensive experience in client service engagement and high end fashion – including managing boutique operation, CRM of Cartier, CHANEL, Ermenegildo Zegna, and FENDI –– Jitsupa understands the luxury lifestyle of high net worth individuals. Her qualitative and quantitative analytical skills, combined with a hands-on and interpersonal approach, makes her a highly valued asset when it comes to helping wealth advisory clients effectively achieve financial freedom.

Jitsupa Klubsaeng

Client Liaison

Languages : Thai, English

A former client of Essence Wealth Advisory whose life was changed in the process, Natsupa decided to help others take control of their financial security. She is now a financial officer and budget analyst with experience in the energy sector in Thailand. Her expertise includes analysing financial environments to formulate financing alternatives, projections and processes that help her draw up short- and long-term financial plans for clients.

Natsupa Prachuabmoh

Client Liaison

Languages : Thai, English

Working with our legal partner, we are able to provide informed counsel on wealth distribution to ensure the protection of your financial legacy for generations to come. This can include estate planning, setting up family holding companies, drawing up family constitutions, and making arrangements for family businesses and assets. If required, we are also happy to liaise with your personal attorney and/or accountant throughout the process.