Ashok brings significant corporate leadership and frontier markets private equity experience to his teams at Horizon Mongolia Fund and GNH Partners – the Bhutan Fund. He has real passion for the mission of investing in businesses that can generate superior economic, social and environmental returns for investors and communities alike. Ashok is Managing Partner of Asia Pacific Capital, and has been Managing Director of all his private equity funds including his first Mongolia PE Fund – the Mongolia Opportunities Fund. Previously, he directed large, diversified, multi-unit, multi-country businesses of major American corporations, where he achieved major rationalizations, turnarounds, and exponential growth. He has hands-on experience in building value, and in executing very profitable LBOs, MBOs, privatizations, and IPOs.

Ashok served as Hong Kong based CEO of W.R. Grace (Asia Pacific) Ltd, a diversified Fortune 50 corporation with interests in sourcing and contract manufacturing, specialty and agricultural chemicals, natural resources, specialty retailing and restaurants, and health care with over 90,000 employees in over 45 countries. Ashok also served as Paris-based President of PPG Industries EMEA, a region with over 8,000 employees and sales of over US$1 billion, and was Chairman of the Supervisory Boards of over 20 European subsidiaries including a number of joint ventures with Fiat among others. Earlier Ashok was with McKinsey & Co., and with Deloitte both in New York. Ashok serves on the Board of Vision 2047 Foundation. He holds Responsible Officer (highest level) license for Asset Management from Securities and Future Commission.

Ashok earned a BE in Mechanical Engineering from M.S. University in India, MBA from University of Minnesota, and MS in Industrial Engineering from Stanford University

Jonathan Larsen is now Chief Innovation Officer of Ping An Group and Chairman and CEO of the Ping An Global Voyager Fund.

Jonathan spent 18 years at Citigroup where he was most recently Global Head of the firm’s Retail Banking and Mortgage businesses, generating ~$12Bn in Revenues and spanning 19 countries. He has been at the leading edge of the financial services industry for the last 29 years across the Asia Pacific region and globally. He brings a unique blend of strategic vision, operational depth, and understanding of the new technology landscape. He has led multiple large-scale, successful businesses across a wide range of markets and has extensive experience in negotiating and managing partnerships and M&A transactions.

Prior to Citi, Jonathan was a Principal in the Financial Services Practice of global management consulting firm, Booz Allen & Hamilton where he spent eight years advising large banks and other financial institutions across Asia, Australia and New Zealand and in the United States and Europe.

Jonathan is a Distinguished Fellow of the Institute of Banking and Finance, Singapore and was named Retail Banker of the Year in 2011 by Asian Banker magazine. He has been widely quoted in major business publications including the Financial Times, Bloomberg, Reuters, New York Times, Wall Street Journal, the Economist as well as local media throughout Asia Pacific. Jonathan holds a Bachelor of Arts (Hons) from the University of Melbourne.

Guy Uding is the Chief Investment Officer and Co-founder, Managed Account Partners, based in Hong Kong. Prior to this he was Managing Director, Head of Investments, Asia at BNY Mellon Investment Management, where he managed portfolios and established and managed the portfolio management team and investment process. Guy was also a member of the regional investment oversight committee. He worked at ING Investment Management from 1995 – 2013, where his role was Head of Asian Equities. Guy has over 20-years of investment and equities specialist experience with an exceptional record of fund performance in mature and emerging markets.

John is the China Family Business and Private Client Services Leader. He has 30 years of experience specializing in helping high net-worth individuals and families primarily based in Asia Pacific with Chinese and other nationalities to devise tailor-made tax planning, family wealth and business succession planning to achieve the specific personal and family goals of such clients by using trusts, insurance and other appropriate structures for the implementation of such planning as well as setting up Family Offices and devising family governance and constitution. He has extensive experience in advising various China and Hong Kong based international financial institutions and trustees and is also a frequent speaker at wealth forums and tax seminars.

Adam Cowperthwaite is Asia Pacific Head of Capital Markets at Citi Private Bank. In this role he is responsible for the management and development of Citi Private Bank’s cash, derivatives and structured solutions product offerings for Asia Pacific clients across equities, foreign exchange, fixed income & rates, credit and commodities. Adam is an investment and risk management specialist, whose career in equity, fixed income, commodity and alternative-asset derivatives began in London in 1996. Prior to joining Citi in April 2014, he held derivative structuring, sales and sales management positions in London and Hong Kong, at US, European and Japanese investment banks, including J. P. Morgan, Credit Suisse and Daiwa Capital Markets. His clients have included an extensive range of private banks, family offices, corporates, retail banks, asset managers and insurance companies. Adam is a third-generation Hong Kong citizen and a graduate of the London School of Economics.

Michael’s career spans over twenty years in Private Banking, Asset Management and Treasury. In his latest role until end of 2015, Michael was Global Head of Private Banking in Standard Chartered Bank. Under his leadership, Private Banking was established as one of four independent client businesses with a renewed strategy focusing on entrepreneurs in Asia, Middle East and Africa. Before joining SCB, Michael was the designated Chairman for Asia at Julius Baer and Asia Pacific CEO of BOA / Merrill Lynch Wealth Management. In these roles he was instrumental to the successful sale and integration of the business from Merrill Lynch into Julius Baer in 2013. Between 2003 and 2010 Michael acted as regional head of Products & Services in UBS Wealth Management, leading the build up of their product platform across investments, financing and wealth planning in Asia Pacific. Prior to that he held various regional roles in UBS Asset Management and Treasury. Michael holds a Masters degree in Business from St.Gallen Business School and a PhD in Financial Economics from University of St.Gallen. He lives in Hong Kong with his wife and three young children.

Before rejoining EFG as Senior Managing Director, North Asia Head, Kees was a Managing Director at Hubbis. Kees Stoute IBFA, ran Sonam, a private banking training and consultancy firm, since 2012, during which time he also authored the book ‘Help, I’m Rich’ (John Wiley & Sons). Prior to that, he was the managing director of EFG Bank in South-east Asia. Kees has a distinguished career spanning the academic, IT & operations and private banking sectors, and has more than 20 years’ experience in Asia, most of the time spent in Singapore. From 2000 onwards Kees was in charge of the Private Bank of MeesPierson in Asia. MeesPierson was part of the Fortis Group, which acquired London-headquartered Dryden Wealth Management in 2005, of which Kees became global CEO and Chairman. After the integration of Dryden into Fortis, Kees moved on to the position of Managing Director of EFG Bank Singapore, where he remained in charge until March 2012. He left EFG Bank to set up and develop Sonam BV. He subsequently joined Hubbis as Managing Director in 2015. An experienced private banker, Kees served at MeesPierson from 1992 to 1996 as its regional head of IT. In 1996, he was promoted to the position of chief operating officer of Fortis / MeesPierson in Singapore. In this position, he became a member of the regional management team of MeesPierson Private Banking. In April 2000, he moved on to become managing director of the business line private banking and trust in Asia for MeesPierson and in 2002, he was (in addition) promoted to managing director of the legal entity MeesPierson Asia Ltd in Singapore. In 2011 Kees became one of the first in Singapore to be certified by the regulator in Singapore (IBF) as Financial Industry Certified Professional (FICP – Role Model 6), now called IBFA. In the same year, he was also invited to participate in the Private Banking Industry Group, a consultative forum which was established by the Monetary Authority of Singapore (MAS) to further strengthen the competency and market conduct standards of the private banking industry in Singapore. In 2012, Kees became the inaugural winner of the Hubbis Recognition of Excellence in Asian Wealth Management Award. In September 2015, Kees was given a certificate to denote his status as an ‘IBF Advanced Fellow’ for 2015. 

Alan Luk has over 30 years of experience in the financial industry. He joined Hang Seng Bank in 2008 as Head of Investment Advisory and was appointed Head of Private Banking and Trust Services in 2011. He is responsible for overseeing the Bank’s private banking and trust services business and providing wealth management services and advice to meet the diverse needs of high-net-worth customers. Prior to joining Hang Seng, Mr Luk worked in various senior functional positions at a number of international banks in Hong Kong.

Mr Luk holds a Master of Science degree in Global Finance jointly awarded by the Hong Kong University of Science and Technology and New York University STERN Business School and is certified by the Private Wealth Management Association (PWMA) as a Certified Private Wealth Professional (CPWP). Mr Luk is frequently called upon by various media to provide expert financial commentary and is a columnist for the Hong Kong Economic Journal (HKEJ) and iMoney.

Mr. Jaye Chiu serves as Senior Managing Director, Head of Investment at EFG Bank AG based in Hong Kong.

Jaye has the executive responsibilities for the full suite of investment solutions provided to client relationship officers and clients in EFG Bank, encompassing discretionary & advisory solutions, mutual funds, alternatives, equities, bonds, FX, mandates and structured products. Additionally, he also oversees securities trading and execution, product due diligence and product shelf management for the Bank. In his role, Jaye leads the Investment Department that consists of investment counsellors with North Asia coverage; product specialists, due diligence specialists and security traders with Asia regional coverage.

Previously, Jaye was Senior Portfolio Manager and Head of Profiled & Fund Mandates, Asia for BNP Paribas Wealth Management. He and his team were responsible for the management and marketing of multi-asset class investment portfolios in Hong Kong and Singapore. Before joining BNP Paribas, he was a discretionary portfolio manager in HSBC Private Bank. Jaye started his professional career with UBS Wealth Management, first as a portfolio manager and subsequently as an investment consultant.

Jaye graduated with honors from Tepper School of Business at Carnegie Mellon University in Pennsylvania, US.

Tariq sets up and manages the investment portfolios of retirement plans at his firm GFM Group in Hong Kong and the US. He is the author of the book “Invest Outside the Box: Understanding Different Asset Classes and Strategies” and a frequent speaker on ETFs, 401(k) plans, IRAs, ORSO and international investing. Prior to this, he worked at Bear Stearns, JP Morgan, CIBC and Societe Generale in New York, Toronto, London, and Hong Kong. His experience spans equity, fixed income, commodity and currency markets across America, Europe, and Asia. Tariq also teaches fixed income and alternative investments at the CFA Society and ESSEC Business School in Singapore. With 20 years' experience across global markets and asset classes and two major bubble bursts, Tariq’s mission is to raise the standards of transparency international pensions have over the stocks and bonds they own. He is on Twitter at @QuantOfAsia

Malik has a great breadth and depth of expertise in Wealth Management and Strategic Leadership, guiding organisations toward leadership positions that help their clients achieve their life goals and dreams. He deploys a genuinely passionate style in motivating leaders and frontline staff to become exceptional professionals, deliver an engaging client experience, and achieve outstanding financial results. Rooted in his extensive global experience, Malik’s ‘war stories’ enable his audience to apply practical skills for enhancing overall business quality and productivity. As a Wealth Management executive, Malik has operated at the leading edge of the Global Wealth Management industry with 30+ years of experience as a senior executive across the US, Asia, and MENA. He consistently communicates a strong strategic vision backed by excellent education, all adapted to cross-cultural business settings. His career successes include Global Head of Sales Management/Wealth Development at HSBC, as well as business leadership at ADIB (Global Head of WM) Permal Group (US Head of UHNW), Citigroup (WM Head, Asia/ President CIS, US), Merrill Lynch (Director/Country Head) and Bain & Company (Senior Advisor). He has also been on the board and management committees of investment subsidiaries and businesses. Currently, Malik is CEO of K2 Leaders Inc, a New York based Wealth Management advisory firm which provides teaching, coaching, and consulting for Wealth Management institutes, business schools, and financial industry clients. He is a noted speaker and moderator at industry conferences. Malik is a Council Member of GLG as well as a Development Partner/Advisor of Acumen, an impact investing firm in NY. Malik, Najmi, their two daughters and two sons are avid scuba divers and hikers.

Nicolas has 12 years experience in the wealth management industry. Before establishing Global Precious Metals, he was Manager of Trading & Business Development at Swiss Precious Metals Pte. Ltd. in Singapore. Nicolas began his financial career as an Assistant Private Banker with Lombard Odier & Cie. in Geneva, Switzerland, after which he worked as a relationship manager and trader at Swiss Heritage Pte Ltd, a wealth management company based in Singapore. Nicolas holds a Swiss Degree in Financial and Business Banking from Geneva.

Nick Pollard joined CFA Institute in 2016 as managing director for Asia Pacific. Based in the Hong Kong SAR office, he also oversees operations in Beijing, China and Mumbai, India. Nick is responsible for working with all CFA Institute stakeholders, increasing the number of candidates entering and moving through the organization’s credentialing programs, and working with institutional partners (employers, universities and regulators) throughout the region. He is actively engaged with 21 CFA Institute societies that represent more than 27,000 members in the region. Nick is a seasoned wealth management and banking executive and skilled at growing businesses in Europe and Asia. He brings a unique combination of strategic leadership skills as well as learning and professional development expertise. Prior to joining CFA Institute, Nick was CEO of The Royal Bank of Scotland’s Coutts Asia division and, most recently, he was the Head of International Learning and Professional Development for Coutts International. Nick began his career with NatWest Group, subsequently part of the RBS Group, where he gained experience in marketing and talent development. Nick earned his B.A from University College, London and is a Member of the Private Wealth Management Association. He has lived and worked in the APAC region since 2009 and resides in Hong Kong.

Kevin is the co-head of Zhong Lun’s Private Client practice. His practice focuses on trusts, tax, regional corporate structuring and transactions with over 30 years of experience in the areas of private wealth advisory, trusts, tax, corporate and commercial law, mergers and acquisitions, private equity, cross-border transactions, and a wide range of business law. He is qualified in Hong Kong and Canada, and advises clients in respect of both jurisdictions.

Kevin acts as counsel for major corporations headquartered in Hong Kong, China, the USA, Canada, Japan and other jurisdictions. He also represents numerous high net worth clients from around the world on diverse matters including succession planning, tax advisory and compliance, asset preservation, family businesses, private equity investments and philanthropy.

Having graduated in 1986 from Edinburgh University with an Honours Law Degree and Postgraduate Diploma in Legal Practice, Simon started his financial career with J.P Morgan / Saudi International Bank in London, New York and the Middle East specialising in corporate finance solutions for High Net Worth, Corporate and Family Office clients. In 1994, Simon moved to Clydesdale Bank PLC (then part of the National Australia Bank group) to build the Specialised Finance Unit before being asked (in 1999) to join the board of one of Scotland’s largest privately owned companies (Strathclyde Pharmaceuticals Limited) as Business Development Director. In 2006, upon the successful growth and sale of the principal parts of that business, Simon joined UBS AG in Scotland to drive forward its Scottish wealth management business. In 2008 Simon moved to Credit Suisse in Singapore to establish and develop their UK/International private banking operation before joining Cazenove Capital Management in June 2016. The firm rebranded to Schroders Wealth Management in September 2017. Simon is a GlobalScot and co-founder of the Scottish Business Association of Singapore.

Kylie joined Old Mutual Global Investors in 2013 and she has worked in the Asian investment management industry for over 19 years. Prior to that, Kylie worked at BNP Paribas Investment Partners servicing local and regional retail banks, private banks & insurance companies in 2007-2013. Her last position at BNP Paribas Investment Partners was Head of Distribution, HK & China Region. She also served as one of the spokespersons for the company for fund/market commentaries since 2011.

Kylie started her career in the industry in 1999 and had worked in Standard Chartered Bank and Citibank before. Kylie earned a B.B.A in General Finance from Chinese University of Hong Kong. She is a CFA charterholder.

Howard Bilton is Chairman and founder of The Sovereign Group – one of the world’s largest privately owned consultancies specialising in the provision of offshore trusts and companies and associated international tax advice- www.SovereignGroup.com. Howard holds a joint honours BA degree in classics and law from the University of Keele and is qualified as a Barrister and called to the Bars of England/Wales and Gibraltar. He currently lives and works in Hong Kong. He is a regular contributor of articles to The Telegraph and Financial Times. He is a visiting non-resident professor at Texas A and M University where he assists with their LLM and Masters degrees in International Tax and Offshore Centres. In 2003 he formed The Sovereign Art Foundation Limited which is a charity registered in Hong Kong, Singapore, Guernsey, South Africa and the UK. SAF has raised over US$6 million which has been used to help many thousands of disadvantaged children using art as a means of rehabilitation and education. He is the principal of Hillvalley Limited which makes since 2005 has been making wine in Portugal which is sold throughout the world under the “Howard’s Folly” brand name.

Antoine de Saint Vaulry is Head of ETF and Flow Trading, Asia, based in Hong Kong.

Antoine joined Commerzbank in London in 2004 on the Securities Finance trading desk.  In 2010, he relocated to Hong Kong to lead the Delta 1 trading team. With a wealth of knowledge and expertise in equity products, Antoine has developed an award winning ETF market making platform.

Prior to joining Commerzbank, he was a Securities Finance Sales Trader for Société Générale in Paris. 

Antoine is a frequent contributor to the ETF world whether it is speaking at conferences or being quoted in articles around Asia.

Antoine received a MSc in Management from ESSEC Business School in France in 2001.

Tony is the Head of Intermediary Sales for CSOP Asset Management based in Hong Kong. He oversee ETFs and active funds distribution & solution for Private Banks, IAM and Family Office. Tony is responsible for developing sales strategy and strategic partnership with institutions. Prior to joining CSOP, he worked for HKEx, where he was the Private Wealth coverage relationship manager. Before that, Tony was working for Citi in various roles, including Equity Specialist; Equities Sales & Trading and Product Management role.

Aman Dhingra is Head of Advisory, Singapore for Union Bancaire Privée. Based in Singapore, he leads the team of multi-asset advisors providing clients with guidance on their investment portfolios through bespoke advisory mandates. He has 15 years of experience in Asian markets leading investment advisory, innovation and new product development, crafting and operating product platforms and implementing wealth management frameworks across several jurisdictions including Asia, the Middle East and UK. Prior to UBP, Aman worked at Coutts as the head of fund solutions in Singapore and at Citibank in multiple roles spanning wealth management, consumer banking, credit cards and treasury services.

Peter Stein has been Managing Director of the Private Wealth Management Association since December 2016. Prior to joining PWMA, Peter worked for UBS AG, where he served as Head of Regulatory Advisory & Relations, Asia Pacific. Before that, he oversaw the company’s Group Governmental Affairs for Asia Pacific. Until 2011, Peter was a senior editor and reporter in Hong Kong with The Wall Street Journal, where he worked for more than 20 years, most recently as the Journal’s Hong Kong Bureau Chief and as Associate Editor of the Asian edition.

Andy Budden is an investment director at Capital Group. He has 25 years of investment industry experience and has been with Capital Group for 14 years. Earlier in his career at Capital, he was an investment specialist. Prior to joining Capital, he worked at Watson Wyatt Investment Consulting. He holds both a master’s degree and bachelor’s degree in engineering from the University of Cambridge. He is an associate member of the Institute of Actuaries. Andy is based in Singapore.

Monica is one of the founding partners of TCI. Triumph established itself as a Chinese Family Office in 2004 and had been successful in global diversified investment with focus in Fintech, PE, angel investor for start-ups. TCI is elevated from this solid base to provide premier global integration network and high-touch optimal IAM services to UHNWIs & their families, with continual focus on innovative Finetech deals as well as managed hedge fund, syndicated funds.
 

Monica is an accomplished banker with more than two decades of global experience in wealth management. She had worked and attachments in various banking centers which including Hk, Singapore, Taiwan, China, London, Paris, Geneva, Zurich and Luxembourg; with most outstanding 8 years ( 2007 -2015) as CEO for Societe General Private Banking (China), she was also a Board Director of SG ( China) Ltd. then. Her ability to manage changes, inspiring teams to align around a common vision have set the standard throughout her career. She was instrumental in building a unique business model & strategy dedicated for the long-term sustainability of wealth management in China.
 

With this vision embedded into TCI, Monica is impeccably positioned to leverage her strength & skill set to assist UHNWIs in planning family succession and reaching their philanthropic goals based on respective family situations.

Vincent Chui is Managing Director and Head of Asia Wealth Management of Morgan Stanley. He is also the Chief Executive of Morgan Stanley Asia International Limited, the Firm’s Hong Kong domiciled bank. Prior to taking up his current role, he headed the Firm’s institutional equity distribution business in Asia including Japan. He sits on Global Equity Operating Committee and Asia Executive Committee. Vincent started his career with the Administrative Service of the Hong Kong Government. He currently serves on advisory committees of Hong Kong Monetary Authority and Securities and Futures Commission and is a member of the Council of Hong Kong Institute of Certified Public Accountants. Vincent holds an MBA jointly conferred by Kellogg School of Management, Northwestern University and Hong Kong University of Science and Technology. He also holds a BBA (Hons) from the Chinese University of Hong Kong and did postgraduate work on public administration at the University of Oxford.

Jennifer Lai heads the growing team in Henley & Partners Hong Kong Ltd. Jennifer now oversees the major markets of Hong Kong office (including China, Taiwan, Japan, South Korea, Nepal and Mongolia) and leads the office’s business strategy of extending the firm’s portfolio of Residence and Citizenship Solutions to the ever-increasing number of private clients in the region. Joined Henley & Partners in 2010 when the company established the first Asian Pacific office in the region. She is a renowned expert on International residence and citizenship planning and a private client advisor. She frequently provides trainings to professionals in the financial institutions as well as the consultants in the industry; and she also speaks at seminars, summits, forums, conference related to the residence and citizenship industry. Jennifer has over 15 years of substantial experiences on Chinese market. Fluent in several languages spanning Europe and Asia that provide her unique insights and experiences to her private clients. Prior to joining the firm, she worked for a European risk consultancy firm catering to expanding global companies, where she acquired extensive experience in international risk and mitigation for expanding global companies.

Mr. Kevin Huang has served as the senior manager overseeing the Global Private Banking Division since the end of 2014 when the division was established. He was recently promoted to his current position as the Assistant General Manager, Deputy Head of Global Private Banking Department at China Merchants Bank Head Office. Kevin joined the bank in 2004 and successively served at several positions in Shenzhen branch and various head office departments including Human Resources Department, General Office, and Private Banking Department, thus accumulated rich experience in many areas.
 

Kevin is responsible for planning general strategy, expanding business coverage, and managing staff and budget of the private banking business in the overseas market. Six overseas private banking centers have been opened in Hong Kong, New York and Singapore since he took office, including Wing Lung Bank Private Banking Center, Wing Lung Bank Private Wealth Management Center, CMBI Private Banking and Wealth Management Center, Private Banking Center (New York), Private Banking Center (Singapore), and Private Wealth Management Center (Hong Kong).
 

Kevin received his MBA degree from Hong Kong University of Science and Technology, and his bachelor degree in Economics from Nankai University.

Lincoln has over 20 years of experience in the financial markets. Prior to joining Commerzbank, he has spent his career in areas of foreign exchange and interest rate derivatives marketing.  Lincoln has serviced both financial institutions and corporate clients in the past.

In his current role, he leads a sales team to spearhead sales efforts in Hong Kong, Taiwan, and South East Asia.  Lincoln holds a Master of Science degree in mechanical engineering from Stanford University.

Patricia Woo is a fund, trust and tax lawyer noted for her practice in helping global ultra-high-net-worth families set up and operate investment-centric, service-centric and comprehensive value-centric family offices.

Her expertise spans structuring of single family offices and multi-family offices, regulatory licensing and exemption, family investment guidelines, internal control and compliance manual, family constitutions, family council, hiring and compensation, internal hedge fund and private equity fund formation, management and administration, negotiations with private bankers, prime brokers, global custodians, execution brokers and administrators, and such charitable and philanthropic ventures as establishing and restructuring of charities.

Michael Levin is a Managing Director of Credit Suisse in the International Wealth Management division, based in Hong Kong. He is the Head of Asset Management Asia Pacific. Michael is responsible for developing and directing regional Asset Management strategy, including distribution, product and partnerships. He also works closely with institutions and the Private Bank in delivering Asset Management investment solutions. Prior to joining Credit Suisse in August 2011, Michael was the CEO of AsiaCrest Capital, a Hong Kong-based fund of hedge funds. Previously, he served as a portfolio manager at both Hite Capital and Man Group. Michael was also the co-founder of Metropolitan Venture Partners. He brings over 20 years of experience in Alternatives across both liquid and illiquid investments. Michael earned his Bachelor of Science in Economics, Magna Cum Laude, from The Wharton School at the University of Pennsylvania.

David Varley is Chief High Net Worth Officer at Sun Life Financial in Hong Kong. He specializes in HNW and Ultra HNW Planning and Insurance Structuring solutions for clients and families in Asia. He has a Bachelor of Commerce Degree, with an Honors in Management, and a thesis in Innovation – from Melbourne University. Previously he was Head of HNW for Asia for AXA, and Head of International Business for Aviva.

Sebastien is an Investment Specialist, based in Hong Kong, responsible for driving Newton’s business relationships in the Asia Pacific region. He joined Newton in 2007 as a member of the international business development team where he successfully developed Newton’s global (ex US) relationships. He has experience working with both institutional and intermediary clients across multiple jurisdictions including Europe and the Middle-East and covering a wide range of investment strategies.

Sebastien holds a BA Honours in Politics from the University of Durham and the Certificat d’Etudes Politiques from Sciences Politiques, Aix-en-Provence as well as the Investment Management Certificate.

Ben Sheehan is Senior Product Specialist for Asian equities covering both regional and single country strategies and has been working in the industry since 2001. Ben joined HSBC Global Asset Management in 2007 in Hong Kong as a Senior Research Analyst, responsible for the appointment of investment managers to the Multimanager Asian equity fund range. Ben has also worked at Standard & Poor's and Aviva in investment manager research roles in Australia. He holds a Bachelor of Commerce in Finance and a Bachelor of Arts in Indonesian from Deakin University (Australia).

Philippe is CEO and founding partner of London & Capital Asia, an award winning multi-family office that services high net worth clients as a one stop solution. Beyond a standard wealth management offering and corporate advisory solutions for the family business, LCA offers family governance guidance and also provides a forum to source answers to numerous non-financial issues (generational transfer, legal structuring, immigration, family charters etc…).

Philippe has accumulated over 30 years of senior management experience with international banks in private, corporate and investment banking. 

Before founding LCA in 2010, he developed the Asian private banking platform for Rabobank/Sarasin in the late 1990s and subsequently headed the private banking North Asian operations of ABN AMRO. He was previously deputy CEO of BNP Paribas Wealth Management, North Asia, a group for whom he worked for over 13 years. 

Based in Hong Kong since 1995 he has also worked in Europe, North America and India; Philippe is a regular speaker at wealth management and asset management conferences in Asia as well as being a judge for various awards within the industry.

Janet Li, CFA, is the Asia Wealth Business Leader at Mercer. She oversees and is responsible for Mercer’s Wealth (Investment and Retirement) Business in Asia. In her role, she leads and drives business strategy as well as managing the team across Asia.

Janet has vast experience working with institutional clients (sovereigns, pension, insurance, corporate and wealth management). Her experience also spans across a wide range of investment services (asset liability review and strategy, portfolio construction, manager review, selection and monitoring, investment governance and transformation, discretionary management, member communication and education and related tools’ developments) and a diverse range of asset classes (public equities and fixed income, private equities, illiquid credit, real estate and infrastructure).

Before joining Mercer, Janet was the Director of Investments, Greater China at Willis Towers Watson where she was also a core member of the Asia leadership team.

Janet is the Chairman of the Executive Committee, a Member of the Members Communication Sub-committee and a Member of the Business Strategy Sub-committee of the Hong Kong Retirement Schemes Association (“HKRSA”). She has been a delegate and a supporter to the annual Cross Straits Pension Forum (this year is the 11th anniversary), which the HKRSA has been one of the key organizers, for the past 9 years. Janet is also a Management Committee Member and a member of the Research and Development Sub-committee of the Taiwan Pension Fund Association. In addition to these, she is serving as an Advisory Committee Member of the FTSE Taiwan Index Committee, Mentor of the HKU Mentorship Programme and SSB Manager on a School Board.

Janet graduated with Bachelor Degree of Economics and Finance from The University of Hong Kong and is a Chartered Financial Analyst.

Stewart Aldcroft has been in Hong Kong since 1985. He has had extensive experience in the asset management business, working for traditional fund houses such as Schroders, HSBC, Franklin Templeton, Standard Chartered Bank, and Investec - and in the Alternatives and Hedge Fund area for Noble Investments and Horizon21.

In August 2011, Stewart was appointed as Senior Advisor for Citi's Investor Services business - to assist the business to develop new initiatives and grow its client-base and reach across the Asia Pacific region. This involves advising mainly those companies wishing to set up in Asia, and those in Asia wanting to set up in Europe or America.

He joined Citi from Enhanced Investment Products (EIP), where he was head of business development for beta products since May 2010. Stewart has also been on the Committee of the Hong Kong Investment Funds Association and held various other similar positions within the industry in Asia.

Stewart is one of the Asian fund industry’s best known marketers and commentators. He is a frequent participant at fund industry conferences and has been a frequent contributor to print media, TV and radio internationally.

Trimantium GrowthOps is an entrepreneurial operations partner for organisations seeking to develop new products, services and growth strategies. Our aim is to help organisations maximise their long-term value and impact, through growth-focused and technology-driven solutions. We provide our clients with a single point of contact and accountability, share their sense of urgency and align our incentives with theirs.

Frank Henze is a 20-year veteran in the financial service industry holding senior positions in private client broking, asset & wealth management and sell side firms and has an operations, product and distribution background. He has managed asset management businesses in Asia Pacific, established new businesses and product lines in the Europe and Asia and ran his own business focused on Fintech consulting before joining Trimantium GrowthOps where he is bringing together deep organizational insights across financial services firms with technical understanding and change delivery.

Hanna Raftell is the Co-founder, Altitude22, based in Stockholm, Sweden. Prior to this she was the Director, APAC, Heptagon Capital based in Hong Kong. Until 2014 she was heading business development for Copal Partners in Asia until the company was successfully sold to Moody’s Analytics. She was also with Citigroup in London, heading up European equity sales to the Nordics between 1998 to 2006. Prior to this Hanna spent a couple of years in Fixed income in London. With 20 years of international experience in sales and business development within banking and finance Hanna has now co-founded Altitude 22 with a mission to provide the tools and support for individuals and companies to manage their Human Capital. Hanna is a certified business- and executive coach with a focus on business impact.

Jennifer Zeng is a partner in Bain & Company's Beijing office, and co-head of Bain's Financial Services practice for Greater China.

She has almost 20 years of management consulting experience, working with senior executives and management teams to address their most pressing strategic issues.

Jennifer has served clients across a range of industries, including financial services, private equity and consumer goods. She advises leading financial institutions on corporate governance, organization, performance management, risk management, growth strategy and mergers and acquisitions.

Prior to joining Bain, she worked for another global consulting firm in China, Russia and the United States as well as Morgan Stanley in China.

Jennifer earned an MBA from Georgetown University, a Master of Finance from the Graduate School of People's Bank of China and a BA in Finance from Renmin University.

 SJ Hwang is a Managing Director of Credit Suisse and Head of Products and Solutions for Private Banking Asia Pacific. In this role, Mr. Hwang leads the Product and Solutions unit spanning the CIO/Research , Funds & Solution, Portfolio Solutions, Wealth Planning Services (Trust, Family Office, Philanthropy) and Strategic Advisory and Private Assets Groups. Prior to rejoining Credit Suisse in August 2012, Mr. Hwang was Global Head of Equities and CEO of Samsung Securities Asia Ltd. Before that, he was with Credit Suisse for 16 years from 1994-2010 in senior management roles, including Asia Pacific Head of Distribution, Equities and Co-Head of NJA Equities.

Michael Olesnicky is a Senior Adviser to KPMG in Hong Kong. He left legal practice in 2014 after spending more than 25 years advising on corporate tax and tax dispute work, as well as on wealth management, trust planning and estate succession matters.

He is the vice chair of STEP in Hong Kong and chairs its China sub-committee.  He has served on a number of governmental and quasi -governmental tax committees in Hong Kong. He has been the Chairman of the Joint Liaison Committee on Taxation, which is a quasi-governmental committee which interfaces between tax practitioners and the Hong Kong Inland Revenue Department, from 1986 to now, and formerly served on the Hong Kong Inland Revenue Board of Review.  He was previously a member of the Law Faculty at Hong Kong University where he remains as an Honorary Lecturer in the Department of Professional Legal Education.

Michael has an extensive background in financial services in Asia, Europe and North America. He has been in Asia-Pacific since 1995 – first in Hong Kong for six years, then in Sydney and Singapore, returning to Hong Kong in 2007. Before setting up Hubbis in early 2009, Michael founded Pacific Prospect in 2002 and sold it to global business-to-business publisher Incisive Media in 2006, continuing to serve as Chief Executive Officer until October 2008. Prior to Pacific Prospect, Michael worked for nine years in financial markets publishing. He joined Euromoney Publications in 1993 as the publisher of a quarterly magazine, International Bond Investor. In 1995, Michael joined Thomson Financial Services (now Thomson Reuters) to conceive and launch Finance Asia magazine. While he was Managing Director of Finance Asia, Michael also started the Asian Debt Review, Asian Private Capital Magazine and started the Finance Asia Conference Business. In 1997, Michael founded FIA Limited. Born in North Wales, Michael was head boy of St David’s College Llandudno. He has a degree in Business Administration from Cardiff University. And is married with three children - Reanna, Garett and Tarryn.

Before rejoining EFG as Senior Managing Director, North Asia Head, Kees was a Managing Director at Hubbis. Kees Stoute IBFA, ran Sonam, a private banking training and consultancy firm, since 2012, during which time he also authored the book ‘Help, I’m Rich’ (John Wiley & Sons). Prior to that, he was the managing director of EFG Bank in South-east Asia. Kees has a distinguished career spanning the academic, IT & operations and private banking sectors, and has more than 20 years’ experience in Asia, most of the time spent in Singapore. From 2000 onwards Kees was in charge of the Private Bank of MeesPierson in Asia. MeesPierson was part of the Fortis Group, which acquired London-headquartered Dryden Wealth Management in 2005, of which Kees became global CEO and Chairman. After the integration of Dryden into Fortis, Kees moved on to the position of Managing Director of EFG Bank Singapore, where he remained in charge until March 2012. He left EFG Bank to set up and develop Sonam BV. He subsequently joined Hubbis as Managing Director in 2015. An experienced private banker, Kees served at MeesPierson from 1992 to 1996 as its regional head of IT. In 1996, he was promoted to the position of chief operating officer of Fortis / MeesPierson in Singapore. In this position, he became a member of the regional management team of MeesPierson Private Banking. In April 2000, he moved on to become managing director of the business line private banking and trust in Asia for MeesPierson and in 2002, he was (in addition) promoted to managing director of the legal entity MeesPierson Asia Ltd in Singapore. In 2011 Kees became one of the first in Singapore to be certified by the regulator in Singapore (IBF) as Financial Industry Certified Professional (FICP – Role Model 6), now called IBFA. In the same year, he was also invited to participate in the Private Banking Industry Group, a consultative forum which was established by the Monetary Authority of Singapore (MAS) to further strengthen the competency and market conduct standards of the private banking industry in Singapore. In 2012, Kees became the inaugural winner of the Hubbis Recognition of Excellence in Asian Wealth Management Award. In September 2015, Kees was given a certificate to denote his status as an ‘IBF Advanced Fellow’ for 2015. 

Alan Luk has over 30 years of experience in the financial industry. He joined Hang Seng Bank in 2008 as Head of Investment Advisory and was appointed Head of Private Banking and Trust Services in 2011. He is responsible for overseeing the Bank’s private banking and trust services business and providing wealth management services and advice to meet the diverse needs of high-net-worth customers. Prior to joining Hang Seng, Mr Luk worked in various senior functional positions at a number of international banks in Hong Kong.

Mr Luk holds a Master of Science degree in Global Finance jointly awarded by the Hong Kong University of Science and Technology and New York University STERN Business School and is certified by the Private Wealth Management Association (PWMA) as a Certified Private Wealth Professional (CPWP). Mr Luk is frequently called upon by various media to provide expert financial commentary and is a columnist for the Hong Kong Economic Journal (HKEJ) and iMoney.

Vincent Chui is Managing Director and Head of Asia Wealth Management of Morgan Stanley. He is also the Chief Executive of Morgan Stanley Asia International Limited, the Firm’s Hong Kong domiciled bank. Prior to taking up his current role, he headed the Firm’s institutional equity distribution business in Asia including Japan. He sits on Global Equity Operating Committee and Asia Executive Committee. Vincent started his career with the Administrative Service of the Hong Kong Government. He currently serves on advisory committees of Hong Kong Monetary Authority and Securities and Futures Commission and is a member of the Council of Hong Kong Institute of Certified Public Accountants. Vincent holds an MBA jointly conferred by Kellogg School of Management, Northwestern University and Hong Kong University of Science and Technology. He also holds a BBA (Hons) from the Chinese University of Hong Kong and did postgraduate work on public administration at the University of Oxford.

Michael’s career spans over twenty years in Private Banking, Asset Management and Treasury. In his latest role until end of 2015, Michael was Global Head of Private Banking in Standard Chartered Bank. Under his leadership, Private Banking was established as one of four independent client businesses with a renewed strategy focusing on entrepreneurs in Asia, Middle East and Africa. Before joining SCB, Michael was the designated Chairman for Asia at Julius Baer and Asia Pacific CEO of BOA / Merrill Lynch Wealth Management. In these roles he was instrumental to the successful sale and integration of the business from Merrill Lynch into Julius Baer in 2013. Between 2003 and 2010 Michael acted as regional head of Products & Services in UBS Wealth Management, leading the build up of their product platform across investments, financing and wealth planning in Asia Pacific. Prior to that he held various regional roles in UBS Asset Management and Treasury. Michael holds a Masters degree in Business from St.Gallen Business School and a PhD in Financial Economics from University of St.Gallen. He lives in Hong Kong with his wife and three young children.

Peter Stein has been Managing Director of the Private Wealth Management Association since December 2016. Prior to joining PWMA, Peter worked for UBS AG, where he served as Head of Regulatory Advisory & Relations, Asia Pacific. Before that, he oversaw the company’s Group Governmental Affairs for Asia Pacific. Until 2011, Peter was a senior editor and reporter in Hong Kong with The Wall Street Journal, where he worked for more than 20 years, most recently as the Journal’s Hong Kong Bureau Chief and as Associate Editor of the Asian edition.

Jonathan Larsen is now Chief Innovation Officer of Ping An Group and Chairman and CEO of the Ping An Global Voyager Fund.

Jonathan spent 18 years at Citigroup where he was most recently Global Head of the firm’s Retail Banking and Mortgage businesses, generating ~$12Bn in Revenues and spanning 19 countries. He has been at the leading edge of the financial services industry for the last 29 years across the Asia Pacific region and globally. He brings a unique blend of strategic vision, operational depth, and understanding of the new technology landscape. He has led multiple large-scale, successful businesses across a wide range of markets and has extensive experience in negotiating and managing partnerships and M&A transactions.

Prior to Citi, Jonathan was a Principal in the Financial Services Practice of global management consulting firm, Booz Allen & Hamilton where he spent eight years advising large banks and other financial institutions across Asia, Australia and New Zealand and in the United States and Europe.

Jonathan is a Distinguished Fellow of the Institute of Banking and Finance, Singapore and was named Retail Banker of the Year in 2011 by Asian Banker magazine. He has been widely quoted in major business publications including the Financial Times, Bloomberg, Reuters, New York Times, Wall Street Journal, the Economist as well as local media throughout Asia Pacific. Jonathan holds a Bachelor of Arts (Hons) from the University of Melbourne.

Mr. Kevin Huang has served as the senior manager overseeing the Global Private Banking Division since the end of 2014 when the division was established. He was recently promoted to his current position as the Assistant General Manager, Deputy Head of Global Private Banking Department at China Merchants Bank Head Office. Kevin joined the bank in 2004 and successively served at several positions in Shenzhen branch and various head office departments including Human Resources Department, General Office, and Private Banking Department, thus accumulated rich experience in many areas.
 

Kevin is responsible for planning general strategy, expanding business coverage, and managing staff and budget of the private banking business in the overseas market. Six overseas private banking centers have been opened in Hong Kong, New York and Singapore since he took office, including Wing Lung Bank Private Banking Center, Wing Lung Bank Private Wealth Management Center, CMBI Private Banking and Wealth Management Center, Private Banking Center (New York), Private Banking Center (Singapore), and Private Wealth Management Center (Hong Kong).
 

Kevin received his MBA degree from Hong Kong University of Science and Technology, and his bachelor degree in Economics from Nankai University.

Jennifer Zeng is a partner in Bain & Company's Beijing office, and co-head of Bain's Financial Services practice for Greater China.

She has almost 20 years of management consulting experience, working with senior executives and management teams to address their most pressing strategic issues.

Jennifer has served clients across a range of industries, including financial services, private equity and consumer goods. She advises leading financial institutions on corporate governance, organization, performance management, risk management, growth strategy and mergers and acquisitions.

Prior to joining Bain, she worked for another global consulting firm in China, Russia and the United States as well as Morgan Stanley in China.

Jennifer earned an MBA from Georgetown University, a Master of Finance from the Graduate School of People's Bank of China and a BA in Finance from Renmin University.

Janet Li, CFA, is the Asia Wealth Business Leader at Mercer. She oversees and is responsible for Mercer’s Wealth (Investment and Retirement) Business in Asia. In her role, she leads and drives business strategy as well as managing the team across Asia.

Janet has vast experience working with institutional clients (sovereigns, pension, insurance, corporate and wealth management). Her experience also spans across a wide range of investment services (asset liability review and strategy, portfolio construction, manager review, selection and monitoring, investment governance and transformation, discretionary management, member communication and education and related tools’ developments) and a diverse range of asset classes (public equities and fixed income, private equities, illiquid credit, real estate and infrastructure).

Before joining Mercer, Janet was the Director of Investments, Greater China at Willis Towers Watson where she was also a core member of the Asia leadership team.

Janet is the Chairman of the Executive Committee, a Member of the Members Communication Sub-committee and a Member of the Business Strategy Sub-committee of the Hong Kong Retirement Schemes Association (“HKRSA”). She has been a delegate and a supporter to the annual Cross Straits Pension Forum (this year is the 11th anniversary), which the HKRSA has been one of the key organizers, for the past 9 years. Janet is also a Management Committee Member and a member of the Research and Development Sub-committee of the Taiwan Pension Fund Association. In addition to these, she is serving as an Advisory Committee Member of the FTSE Taiwan Index Committee, Mentor of the HKU Mentorship Programme and SSB Manager on a School Board.

Janet graduated with Bachelor Degree of Economics and Finance from The University of Hong Kong and is a Chartered Financial Analyst.

Monica is one of the founding partners of TCI. Triumph established itself as a Chinese Family Office in 2004 and had been successful in global diversified investment with focus in Fintech, PE, angel investor for start-ups. TCI is elevated from this solid base to provide premier global integration network and high-touch optimal IAM services to UHNWIs & their families, with continual focus on innovative Finetech deals as well as managed hedge fund, syndicated funds.
 

Monica is an accomplished banker with more than two decades of global experience in wealth management. She had worked and attachments in various banking centers which including Hk, Singapore, Taiwan, China, London, Paris, Geneva, Zurich and Luxembourg; with most outstanding 8 years ( 2007 -2015) as CEO for Societe General Private Banking (China), she was also a Board Director of SG ( China) Ltd. then. Her ability to manage changes, inspiring teams to align around a common vision have set the standard throughout her career. She was instrumental in building a unique business model & strategy dedicated for the long-term sustainability of wealth management in China.
 

With this vision embedded into TCI, Monica is impeccably positioned to leverage her strength & skill set to assist UHNWIs in planning family succession and reaching their philanthropic goals based on respective family situations.

Stewart Aldcroft has been in Hong Kong since 1985. He has had extensive experience in the asset management business, working for traditional fund houses such as Schroders, HSBC, Franklin Templeton, Standard Chartered Bank, and Investec - and in the Alternatives and Hedge Fund area for Noble Investments and Horizon21.

In August 2011, Stewart was appointed as Senior Advisor for Citi's Investor Services business - to assist the business to develop new initiatives and grow its client-base and reach across the Asia Pacific region. This involves advising mainly those companies wishing to set up in Asia, and those in Asia wanting to set up in Europe or America.

He joined Citi from Enhanced Investment Products (EIP), where he was head of business development for beta products since May 2010. Stewart has also been on the Committee of the Hong Kong Investment Funds Association and held various other similar positions within the industry in Asia.

Stewart is one of the Asian fund industry’s best known marketers and commentators. He is a frequent participant at fund industry conferences and has been a frequent contributor to print media, TV and radio internationally.

Philippe is CEO and founding partner of London & Capital Asia, an award winning multi-family office that services high net worth clients as a one stop solution. Beyond a standard wealth management offering and corporate advisory solutions for the family business, LCA offers family governance guidance and also provides a forum to source answers to numerous non-financial issues (generational transfer, legal structuring, immigration, family charters etc…).

Philippe has accumulated over 30 years of senior management experience with international banks in private, corporate and investment banking. 

Before founding LCA in 2010, he developed the Asian private banking platform for Rabobank/Sarasin in the late 1990s and subsequently headed the private banking North Asian operations of ABN AMRO. He was previously deputy CEO of BNP Paribas Wealth Management, North Asia, a group for whom he worked for over 13 years. 

Based in Hong Kong since 1995 he has also worked in Europe, North America and India; Philippe is a regular speaker at wealth management and asset management conferences in Asia as well as being a judge for various awards within the industry.

John is the China Family Business and Private Client Services Leader. He has 30 years of experience specializing in helping high net-worth individuals and families primarily based in Asia Pacific with Chinese and other nationalities to devise tailor-made tax planning, family wealth and business succession planning to achieve the specific personal and family goals of such clients by using trusts, insurance and other appropriate structures for the implementation of such planning as well as setting up Family Offices and devising family governance and constitution. He has extensive experience in advising various China and Hong Kong based international financial institutions and trustees and is also a frequent speaker at wealth forums and tax seminars.

Howard Bilton is Chairman and founder of The Sovereign Group – one of the world’s largest privately owned consultancies specialising in the provision of offshore trusts and companies and associated international tax advice- www.SovereignGroup.com. Howard holds a joint honours BA degree in classics and law from the University of Keele and is qualified as a Barrister and called to the Bars of England/Wales and Gibraltar. He currently lives and works in Hong Kong. He is a regular contributor of articles to The Telegraph and Financial Times. He is a visiting non-resident professor at Texas A and M University where he assists with their LLM and Masters degrees in International Tax and Offshore Centres. In 2003 he formed The Sovereign Art Foundation Limited which is a charity registered in Hong Kong, Singapore, Guernsey, South Africa and the UK. SAF has raised over US$6 million which has been used to help many thousands of disadvantaged children using art as a means of rehabilitation and education. He is the principal of Hillvalley Limited which makes since 2005 has been making wine in Portugal which is sold throughout the world under the “Howard’s Folly” brand name.

David Varley is Chief High Net Worth Officer at Sun Life Financial in Hong Kong. He specializes in HNW and Ultra HNW Planning and Insurance Structuring solutions for clients and families in Asia. He has a Bachelor of Commerce Degree, with an Honors in Management, and a thesis in Innovation – from Melbourne University. Previously he was Head of HNW for Asia for AXA, and Head of International Business for Aviva.

Patricia Woo is a fund, trust and tax lawyer noted for her practice in helping global ultra-high-net-worth families set up and operate investment-centric, service-centric and comprehensive value-centric family offices.

Her expertise spans structuring of single family offices and multi-family offices, regulatory licensing and exemption, family investment guidelines, internal control and compliance manual, family constitutions, family council, hiring and compensation, internal hedge fund and private equity fund formation, management and administration, negotiations with private bankers, prime brokers, global custodians, execution brokers and administrators, and such charitable and philanthropic ventures as establishing and restructuring of charities.

Tariq sets up and manages the investment portfolios of retirement plans at his firm GFM Group in Hong Kong and the US. He is the author of the book “Invest Outside the Box: Understanding Different Asset Classes and Strategies” and a frequent speaker on ETFs, 401(k) plans, IRAs, ORSO and international investing. Prior to this, he worked at Bear Stearns, JP Morgan, CIBC and Societe Generale in New York, Toronto, London, and Hong Kong. His experience spans equity, fixed income, commodity and currency markets across America, Europe, and Asia. Tariq also teaches fixed income and alternative investments at the CFA Society and ESSEC Business School in Singapore. With 20 years' experience across global markets and asset classes and two major bubble bursts, Tariq’s mission is to raise the standards of transparency international pensions have over the stocks and bonds they own. He is on Twitter at @QuantOfAsia

Adam Cowperthwaite is Asia Pacific Head of Capital Markets at Citi Private Bank. In this role he is responsible for the management and development of Citi Private Bank’s cash, derivatives and structured solutions product offerings for Asia Pacific clients across equities, foreign exchange, fixed income & rates, credit and commodities. Adam is an investment and risk management specialist, whose career in equity, fixed income, commodity and alternative-asset derivatives began in London in 1996. Prior to joining Citi in April 2014, he held derivative structuring, sales and sales management positions in London and Hong Kong, at US, European and Japanese investment banks, including J. P. Morgan, Credit Suisse and Daiwa Capital Markets. His clients have included an extensive range of private banks, family offices, corporates, retail banks, asset managers and insurance companies. Adam is a third-generation Hong Kong citizen and a graduate of the London School of Economics.

Nick Pollard joined CFA Institute in 2016 as managing director for Asia Pacific. Based in the Hong Kong SAR office, he also oversees operations in Beijing, China and Mumbai, India. Nick is responsible for working with all CFA Institute stakeholders, increasing the number of candidates entering and moving through the organization’s credentialing programs, and working with institutional partners (employers, universities and regulators) throughout the region. He is actively engaged with 21 CFA Institute societies that represent more than 27,000 members in the region. Nick is a seasoned wealth management and banking executive and skilled at growing businesses in Europe and Asia. He brings a unique combination of strategic leadership skills as well as learning and professional development expertise. Prior to joining CFA Institute, Nick was CEO of The Royal Bank of Scotland’s Coutts Asia division and, most recently, he was the Head of International Learning and Professional Development for Coutts International. Nick began his career with NatWest Group, subsequently part of the RBS Group, where he gained experience in marketing and talent development. Nick earned his B.A from University College, London and is a Member of the Private Wealth Management Association. He has lived and worked in the APAC region since 2009 and resides in Hong Kong.

Nicolas has 12 years experience in the wealth management industry. Before establishing Global Precious Metals, he was Manager of Trading & Business Development at Swiss Precious Metals Pte. Ltd. in Singapore. Nicolas began his financial career as an Assistant Private Banker with Lombard Odier & Cie. in Geneva, Switzerland, after which he worked as a relationship manager and trader at Swiss Heritage Pte Ltd, a wealth management company based in Singapore. Nicolas holds a Swiss Degree in Financial and Business Banking from Geneva.

Tony is the Head of Intermediary Sales for CSOP Asset Management based in Hong Kong. He oversee ETFs and active funds distribution & solution for Private Banks, IAM and Family Office. Tony is responsible for developing sales strategy and strategic partnership with institutions. Prior to joining CSOP, he worked for HKEx, where he was the Private Wealth coverage relationship manager. Before that, Tony was working for Citi in various roles, including Equity Specialist; Equities Sales & Trading and Product Management role.

Ashok brings significant corporate leadership and frontier markets private equity experience to his teams at Horizon Mongolia Fund and GNH Partners – the Bhutan Fund. He has real passion for the mission of investing in businesses that can generate superior economic, social and environmental returns for investors and communities alike. Ashok is Managing Partner of Asia Pacific Capital, and has been Managing Director of all his private equity funds including his first Mongolia PE Fund – the Mongolia Opportunities Fund. Previously, he directed large, diversified, multi-unit, multi-country businesses of major American corporations, where he achieved major rationalizations, turnarounds, and exponential growth. He has hands-on experience in building value, and in executing very profitable LBOs, MBOs, privatizations, and IPOs.

Ashok served as Hong Kong based CEO of W.R. Grace (Asia Pacific) Ltd, a diversified Fortune 50 corporation with interests in sourcing and contract manufacturing, specialty and agricultural chemicals, natural resources, specialty retailing and restaurants, and health care with over 90,000 employees in over 45 countries. Ashok also served as Paris-based President of PPG Industries EMEA, a region with over 8,000 employees and sales of over US$1 billion, and was Chairman of the Supervisory Boards of over 20 European subsidiaries including a number of joint ventures with Fiat among others. Earlier Ashok was with McKinsey & Co., and with Deloitte both in New York. Ashok serves on the Board of Vision 2047 Foundation. He holds Responsible Officer (highest level) license for Asset Management from Securities and Future Commission.

Ashok earned a BE in Mechanical Engineering from M.S. University in India, MBA from University of Minnesota, and MS in Industrial Engineering from Stanford University

Michael has an extensive background in financial services in Asia, Europe and North America. He has been in Asia-Pacific since 1995 – first in Hong Kong for six years, then in Sydney and Singapore, returning to Hong Kong in 2007. Before setting up Hubbis in early 2009, Michael founded Pacific Prospect in 2002 and sold it to global business-to-business publisher Incisive Media in 2006, continuing to serve as Chief Executive Officer until October 2008. Prior to Pacific Prospect, Michael worked for nine years in financial markets publishing. He joined Euromoney Publications in 1993 as the publisher of a quarterly magazine, International Bond Investor. In 1995, Michael joined Thomson Financial Services (now Thomson Reuters) to conceive and launch Finance Asia magazine. While he was Managing Director of Finance Asia, Michael also started the Asian Debt Review, Asian Private Capital Magazine and started the Finance Asia Conference Business. In 1997, Michael founded FIA Limited. Born in North Wales, Michael was head boy of St David’s College Llandudno. He has a degree in Business Administration from Cardiff University. And is married with three children - Reanna, Garett and Tarryn.

Michael has an extensive background in financial services in Asia, Europe and North America. He has been in Asia-Pacific since 1995 – first in Hong Kong for six years, then in Sydney and Singapore, returning to Hong Kong in 2007. Before setting up Hubbis in early 2009, Michael founded Pacific Prospect in 2002 and sold it to global business-to-business publisher Incisive Media in 2006, continuing to serve as Chief Executive Officer until October 2008. Prior to Pacific Prospect, Michael worked for nine years in financial markets publishing. He joined Euromoney Publications in 1993 as the publisher of a quarterly magazine, International Bond Investor. In 1995, Michael joined Thomson Financial Services (now Thomson Reuters) to conceive and launch Finance Asia magazine. While he was Managing Director of Finance Asia, Michael also started the Asian Debt Review, Asian Private Capital Magazine and started the Finance Asia Conference Business. In 1997, Michael founded FIA Limited. Born in North Wales, Michael was head boy of St David’s College Llandudno. He has a degree in Business Administration from Cardiff University. And is married with three children - Reanna, Garett and Tarryn.