Asian Wealth Management Forum 2019

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.

Ioannis Ioannikiou is a Legal Advisor at Casamont Cyprus office. Over the years he became a specialist in Cyprus citizenship program and his responsibilities’ inter alia is reviewing the real estate agreements and CIP application files of investors that are willing to participate in the CIP Program of Cyprus thus to comply with all the requirements set by the Governmental Authorities (Ministry of Interior, Ministry of Finance and Land Registry Office). Ioannis is a licensed lawyer under Cyprus law and prior joining Casamont he was employed at a Law Firm, mainly in the litigation department where he was focused in drafting legal pleadings for civil, family and banking litigation. He also pursued an LL.M in Oil and Gas Law from the University of Aberdeen.

Adam has overall responsibility for Citi's relationships with clients in Singapore, Australia and New Zealand. He was previously Head of Managed Investments for Asia Pacific and prior to this was the Head of Global Clients based in London, where he ran the Cross Border business for the Private Bank. Since joining the Private Bank in 2008, Adam has specialized in serving some of the UK’s leading entrepreneurs and private equity principals. Previously, he was a private banker at Barclays, where he also worked in offshore and corporate banking and investor relations. In 2013, he won the Future Leader in Wealth Management award at the Spear’s Wealth Management Awards and was named among Spear’s top 10 Ultra-High Net Worth Bankers in the UK in 2016 and 2017. Adam graduated from Bristol University with a BSc (Hons). He is a Certified Financial Planner, holds the Masters in Wealth Management and the Securities and Investment Diploma.

Alexandre Bouchardy (MSc, CFA), Managing Director, is Head of Fixed Income & Equities Asia and Head of Asset Management Singapore. In addition, he is the Chairman of the Emerging Markets Fixed Income Investment Group. Alexandre joined Credit Suisse Asset Management in 2002 as a Global Fixed Income Portfolio Manager for institutional clients. From 2005 to 2012, he was responsible for inflation-linked solutions. In addition, he managed currency overlay portfolios and advised institutional clients on currency-hedging strategies. Prior to Credit Suisse, Alexandre worked for Pictet & Cie Banquiers and J.P. Morgan in Geneva and Paris. He started his career in 2000, and holds a master’s degree in Economics from the University of Lausanne (HEC). Alexandre is a CFA charterholder.

Marc Lansonneur joined DBS in October 2014. Based in Singapore, he is leading the Wealth Managed Solutions and Investment Governance group. His team of specialists cover managed products such as Funds (Unit Trusts, Private Equity, Hedge Funds), Funds Selection and Discretionary Portfolios. Marc is a member of DBS Group Sustainability Council. Previously Marc was working for Société Générale where he held various positions in Private Banking, Corporate and Investment Banking in Asia, Europe and America. He has more than 20 years of experience in the financial industry. A French National, Marc holds a Master in Business Administration from E.S.S.E.C in Paris (France).

Woon Shiu has over 20 years of expertise in marketing, client development and professional training in family office structuring, trusts, high-net-worth life insurance and estate planning in Asia Pacific (especially China, Taiwan, Hong Kong and Southeast Asia). Over the years, Woon Shiu has handled multiple landmark transactions, advising ultra-high net-worth individuals and founding members of banking conglomerates on matters relating to taxes, multi-generational endowment funds, planning of global assets, and much more. Woon Shiu is also an adjunct professor at the Wealth Management Institute (in Nanyang Technological University) and regularly lectures private bankers, lawyers and trust practitioners on wealth structuring and estate succession. He has also spoken as a guest lecturer at universities in China, and his views on family businesses are regularly featured in the Financial Times, Barron’s Asia, Singapore Business Times, China Daily and other renowned publications. Woon Shiu has advised numerous ultra-high net-worth families across Asia Pacific in the areas of strategic structuring of their estate and succession planning. He commonly engages multi-generation families, giving them advice on successfully establishing and implementing their desired family governance and philanthropic strategies. He holds a STEP certification and is a Solicitor in England and Wales, as well as an Advocate and Solicitor in Singapore. Woon Shiu is fluent in English and Mandarin – often lecturing in both languages – and is also conversant in Cantonese, Hokkien and Hainanese.

Adrian Williamson has over 20 years’ experience in the Information Technology industry, primarily in the Banking and Finance sector. His appointments in global corporations have been regional positions focusing on the robust markets in Asia Pacific.  He is the Managing Director of ERI Banking Software in Asia Pacific, a solution provider for banks and financial services organizations. He began his career as an Information Technology professional with Bank of Tokyo and American Express International, Inc. and has served in regional leadership roles with leading software organizations including, Compuware Corporation, Computron and WelcomeRT. Prior to his appointment in ERI, Adrian Williamson was the Asia Sales Lead for Microsoft in Singapore.

Adrian obtained his Bachelor of Information Technology from the University of Southern Queensland and is an EMBA graduate from the Rutgers School of Business.

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.

Mathur is responsible for driving and executing HSBC’s strategy for the RBWM business in Singapore. Having joined the HSBC Group in Hong Kong in 2009, Mathur has held senior roles for RBWM including product management, strategic planning and business performance management. He was the Head of International Markets for RBWM in Asia which involved overseeing the growth strategies and transformation agendas for HSBC in Bangladesh, Brunei, Macau, Mauritius, New Zealand, Philippines, Sri Lanka and Vietnam. In his career spanning more than 20 years, he has worked in Singapore, Australia and Hong Kong. He holds a Master of Business Administration (Financial Management) from the University of Western Australia and is a Member of the Australian Institute of Company Directors.

Nirbhay Handa is the Group Head of Business Development at Henley & Partners and the Managing Director and Head of the firm’s Global South Asia team. He focuses exclusively on advising high-net-worth individuals and their families on residence and citizenship by investment. Nirbhay has been on the forefront of the investment migration industry across Asia and the South Asia subcontinent, advising some of the most respectable and established private banks, family offices, and law firms. His articles, commentary, and overall thought leadership in the investment migration space is often quoted in some of Asia’s leading wealth management forums and publications. He is passionate about developing people and growing high-performance teams. Nirbhay received his formative education at the University of Nottingham and executive education at the London School of Economics and the University of Oxford.

Rory McDaid is a Client Advisor for Henley & Partners Singapore and is a member of the Investment Migration Council (IMC). Rory specialises in citizenship and residence by investment planning services for high-net-worth (HNW) private clients. Rory holds a Bachelor’s degree in Business Studies from Ulster University (UK). He began his career in London working for an advisory company where his clients included various Financial Institutions across Banking, Private Equity & Sovereign Wealth. Rory relocated to Singapore in 2015 and now operates across South East Asia & South Asia for Henley & Partners.

With more than 30 years of relevant industry experience, David spent the first 19 years of his professional life in banking and wealth management. Beginning in client-facing sales roles, he moved on to building, managing and developing high-performance teams of client-facing Wealth Managers in large financial services organisations in the UK. In 2001, he founded a consulting and training business, and established it in South East Asia. He successfully worked on over 200 assignments with clients across Asia, India, and The Middle East. In 2011, David joined Hubbis, becoming Head of Learning Solutions. David has directed and managed a range of projects around the region with many large international and Asian-based private banks, wealth management organisations and other financial services institutions. These have focused on the development of senior and middle-management skills, front-line sales staff skills and knowledge, as well as sales, sales management and client engagement process development. Clients with which David has created and delivered skills training include: AXA; BSI Bank; Bank of Singapore; Bank Julius Baer; Barclays Wealth; Coutts; Credit Suisse; EFG Bank; HSBC Private Bank; Prudential; The Royal Bank of Scotland; UBS; UOB; and Zurich International.

Cho Peng has more than 25 years of experience in the financial services industry with a main focus on advising High Net Worth families in South East Asia. Cho Peng joined IPG in Jan 2006 as a Senior Consultant advising High Net Worth Individuals to achieve their wealth transfer planning objectives with internationally-sourced life insurance based solutions. In Jul 2011, she assumed the role of Chief Operating Officer, overseeing the daily operation of the business including working closely with the Sales Consultants to increase their referral sources and creating opportunities for new business. Cho Peng became Chief Executive Officer in Jan 2018 to further strengthen IPG’s leadership position in the HNW insurance space. Prior to IPG, she spent 13 years in Banking with her last role as a Senior Relationship Manager at an International Private Bank. Cho Peng is a Certified Financial Planner and holds a Bachelor of Arts Degree from National University of Singapore.

Pierre Masclet was appointed Chief Executive Officer for wealth management activities in Asia as of 1 January 2017 and as Branch Manager of Indosuez Wealth Management in Singapore. Based in Singapore, Mr. Masclet leads the group’s wealth management activities in Asia and will work closely with Antoine Candiotti, Chief Executive Officer in Hong Kong and Sen Sui, Commercial Head in Singapore. Mr. Masclet has 25 years of experience working in the group’s wealth management activities. Joining Banque Indosuez in 1992 as marketing officer and wealth structurer, Mr. Masclet became relationship manager in 1995 and spent 10 years in various management roles within the commercial department of Indosuez Wealth Management in France. In 2005, he was named Head of Marketing, also in charge of overseeing private banking activities with Crédit Agricole Regional Banks. In 2008, he became Head of Private Clients for Indosuez Wealth Management in France. He joined Indosuez Wealth Management in Switzerland in 2012 as Head of Markets and Investment Solutions. Mr. Masclet holds a diploma from Paris Ecole Superieure de Commerce, a Master’s in Business Law from Paris II University and a postgraduate degree in International Tax from Ecole des Hautes Etudes Commerciales (HEC).

Julian was born and raised in Sydney Australia holding degrees in Real Estate from the UNSW, and Mandarin from BLCU. He has co-founded 8 companies, including social media, real estate investment & development, proptech and blockchain. He is focused on building key infrastructure connecting DeFi (Decentralized Finance) + TradFi (Traditional Finance) . Julian is the co-founder and CEO of InvestaX (Singapore Security Token Platform) and IX Swap (1st Automated Market Maker for security tokens/NFTs). Julian is also the host of the Infinity and Beyond Podcast. He lives in Singapore with his co-founder Alice, daughter Kennedy and two dogs Chase and Marley. 

Twitter: https://twitter.com/julian2kwan.
Linked: https://www.linkedin.com/in/juliankwan/.
Company Website: www.investax.io.
Company Website: www.ixswap.io

Joshua Rotbart (LLM, MBA) is the founder and managing partner of J. Rotbart & Co. (Strategic Transactions Limited), a Hong Kong-based company providing solutions for high net worth individuals and families wishing to buy, sell, ship, and store physical precious metals and other tangible assets. Joshua shares his time between Macau, where he resides, to Hong Kong and Singapore. In 2010 Joshua leaved his career as corporate lawyer, and joined joined Malca-Amit logistic group in 2010 to head the business development for the group’s flagship vault in the Singapore Freeport, and to manage its Hong Kong sister company, Malca-Amit Precious Metals. In 2016 Joshua founded J. Rotbart & Co. (Strategic Transactions Limited), that already traded over USD 400mil worth of bullion, mostly through Singapore and Hong Kong.

Tuck Meng Yee has over 20 years’ experience in the financial markets in Asia and Australia in derivatives, and in funds portfolio management, development, research and marketing with global investment banks (JPMorgan, UBS) and private banks (ABN Amro and Citibank) as well as funds services (Moore Management) and family office (JRT Partners) giving him a keen sense of what investments suit which types of investors, and the support they typically need. Most recently he was Investment Solutions Head for Allfunds in Asia (a leading funds platform) before returning to the family office JRT Partners. Tuck speaks English and Mandarin, and holds degrees in Accounting, Computer Science, and Finance (Masters) from the Australian National University and the University of New South Wales. JRT Partners is a Singapore based Family Office that invests across multiple asset classes including real estate, Alternatives (PE, HF) and mutual funds. On occasion, the family office works with other family offices in investing, as well as advising them on family office setup, management and administration, as well as investment due diligence services. He can be reached via [email protected]

Richard joined Jersey Finance in 2014, originally as our Business Development Director for the UK, before relocating to the Middle East in 2016 to cover the GCC region. Richard was born and educated in London and subsequently went on to study at the University of Leicester where he graduated with an honours degree in Economics & Social History.

Prior to Jersey Finance Richard spent eight years with Barclays International and led the UK Resident Non Domicile business within Barclays International Banking based in Canary Wharf. Previous to this he spent six years based in their Jersey office as an Investment Manager before going on to lead the business development and client relationship teams.

Richard is a holder of the Investment Management Certificate (IMC) and through the Society of Trust and Estate Practitioners (STEP) obtained the Diploma of International Trust Management with distinction, entitling the TEP designation.

Snow related activities are amongst Richard’s keenest interests and he serves as trustee for the UK charity TAMBA (Twins and Multiple Births Association).

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.

Chinmay Patil heads the cross asset structured products sales team at Leonteq Securities covering Private & Retail Banks in Singapore and Hong Kong. Chinmay has more than a decade experience in structured products and derivatives. Before joining Leonteq, Chinmay held various positions at Deutsche Bank and BBVA as structured products specialist and later as a portfolio manager at a family office. Chinmay holds Bachelor of Technology in Aerospace Engineering from Indian Institute of Technology, Mumbai.

Lee Wong is Head of Family Services, Asia at Lombard Odier. Lee is responsible for leading Lombard Odier’s wealth planning and family services proposition, which is a key component of the Bank’s growth strategy in the region. Before joining Lombard Odier, Lee amassed over 22 years of experience in the wealth management industry. She joined from Union Bancaire Privée in Singapore, where she was Head of Wealth Planning for South Asia and was responsible for leading a team advising high net worth clients on their family wealth transition, family governance, as well as philanthropic aspirations. Lee is a member of the MAS-EDB Family Office workgroup as well as the Wealth Management Institute’s expert panel on Family Offices. She is a regular trainer for Singapore Management University for IBF certification courses on wealth planning and family office. She is also a trainer for Wealth Management Institute’s family office advisor program. Lee holds a Bachelor of Laws from the National University of Singapore. She is a Chartered Trustee appointed by the Singapore Trustee Association.

Valentin heads the client coverage team covering South East Asia for MSCI index since 2017 and ESG research since July 2018. Previously he had spent 14 years in MSCI’s analytics business selling multi asset class risk management and performance solutions across all clients segments across Asia and Europe.
In his early days, Valentin worked at Goldman Sachs equity derivatives desk and the Spanish Exchange of Futures and Options.
Valentin earned his University Degree in the University of Carlos III in Madrid.

Alvin has responsibility over Maybank Group’s wealth business across the private banking, mass affluent as well as emerging affluent segments. The wealth business spans 8 countries and tops USD50b in combined AUM. Alvin Lee has 20+ years of banking experience across wealth management, corporate, consumer banking and treasury, with specialisations in product and risk management, as well as business development. Alvin’s vast experience across Asia, Europe, Africa and Middle East means that he is well attuned to local and global opportunities and challenges. Prior to joining Maybank, Alvin worked at Burgan Bank in Kuwait as a consultant to the CEO, managing the bank's Treasury function as well as its proprietary investment portfolio in fixed income, fund and private equity. He also spent 14 years with Citibank and four years with Barclays in London. He began his career at JP Morgan. He has proven track records in establishing new product lines, implementing bank investment strategy across different asset classes and managing specialist teams with ethnic and national diversity.

Chee Loong is a Principal Consultant and he heads the Wealth Business in Mercer, Singapore. He has over 20 years’ professional experience in the financial/investment industry, spanning across financial supervision, investment management and investment consultancy. Prior to joining Mercer, he was an Investment Consultant with Cambridge Associates where he worked with a range of institutional investors, including universities and private clients, to develop investment strategy, implement portfolios and served as an adviser on construction and oversight of their hedge fund portfolios.

Chee Loong started his career with the Monetary Authority of Singapore (MAS) in 1995, first as a financial regulator where he was primarily responsible for formulating policies regulating the securities and financial advisory industries. He subsequently held the position of Lead Portfolio Manager (Foreign Exchange) with MAS where his core responsibility was the investment management of Singapore’s official foreign reserves. After leaving MAS in 2008, Chee Loong joined Pacific Asset Management Singapore as an investment manager, where he was responsible for managing portfolios through FX strategies and fixed income.

Chee Loong holds a Bachelor of Accountancy (1st Class Honours) degree from the Nanyang Technological University and is a CFA Charterholder.

Cara Williams, Senior Partner, is Global Leader for Financial Intermediaries and Family Offices. Located in London, Cara develops and drives the strategy for Mercer’s work with financial intermediaries, wealth management firms and family offices globally. She ensures clients’ needs are appropriately met with a wide array of solutions from market insights, manager research, asset allocation to deal sourcing and establishment of investment platforms and solutions. Cara presents regularly on global investment trends in wealth management as well as on Mercer’s When Women Thrive platform for Financial Services. With over 22 years of experience in the pensions and investment industry, Cara began at Mercer’s investment consulting business as Global COO in April 2005. Before joining Mercer in the UK, Cara held roles in New York with Merrill Lynch Investment Management, and also for the French bank, CDC, where she oversaw European sales for their Investment Management group. Cara began her career in finance as a financial advisor with Merrill Lynch in New York. Prior to working in the investment industry, she was responsible for budgets and logistics for US Army and NATO MWR deployments. Cara is also an active mentor for external programs supporting and promoting women in their careers. Cara graduated from the University of Michigan, Ann Arbor with a BA, and from The University of Hartford with an MBA in Finance.

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.

Harry joined Nomura Singapore in August 2015 as head of Nomura Trust Co (Singapore) Ltd (NTS) and Wealth Planning Strategy & Solutions, Asia ex-Japan. He hold a Master’s degree in finance from the University of California and a Bachelor’s degree of economics from the University of Oregon. Prior to joining Nomura, he worked at Julius Baer in Singapore (2013 till 2015) as North Asia head of wealth planning, after the acquisition of Merrill Lynch Wealth Management business in Asia in 2013. He also worked at Merrill Lynch wealth management unit in Singapore (1997 to 2013) as the head of its Asia-Pacific wealth planning team, prior to the division’s acquisition by Bank of America. 

John Robson drives client partnerships at Quantifeed, a leading provider of digital investment solutions to financial institutions in Asia. He works with banks, online brokers and wealth advisors to assist them in developing their digital wealth management future. Based in Hong Kong for over 20 years, he has held regional leadership roles at JP Morgan, Nomura and Merrill Lynch managing teams which serviced the region’s consumer and private banks. His career has been focused on the development of investment platforms and products. He has been instrumental in introducing significant product innovation to wealth management platforms in Hong Kong, London and Tokyo. John has been a board member of several private and public listed companies.

Joanne Siu is the Sales Director of Marketing – ETF & Index Team at Samsung Asset Management (HK) Limited, responsible for ETF business development & marketing, building up extensive distribution channels to connect our brand with intermediaries and also present & speak in public client events, conferences, seminar, staff in house training and other related marketing activities.

Prior to joining Samsung Asset Management (HK) Limited in 2016, Joanne has been worked for Global Custodian Bank, Global Asset Management Firm BlackRock, Chinese Asset Management Firm GF International and Financial Service Provider mainly focus on both Mutual Fund and ETF Products.

Ranjiv joined in 2009 and has more than 15 years’ experience in financial markets where he was a strategist for Asia at Aberdeen Asset Management Singapore from 2001. Ranjiv later became the Head of Investment Advisory for BSI Bank Ltd in Singapore from 2007 – 2009. He has a Master’s degree of Business Administration in Finance with an emphasis on Financial Engineering from Thunderbird, the American Graduate School of International Management, and is a Bachelor of Business Administration in Finance from the University of Wisconsin.

Dr. Silvio Struebi is a Partner at Simon-Kucher's Hong Kong and Singapore Office. He is a member of the Global Banking Practice and heads the company's banking operations in APAC. Silvio focuses on international Private Banking and B2B Banking in Hong Kong and Singapore. Silvio has more than twelve years of consulting experience. He advises a broad array of local and global financial institutions on multiple topics, starting from monetisation and product management to market-specific implementation of growth strategies. Prior to focusing in the APAC region, Silvio served Retail, Private Banks and Asset Managers in Switzerland and Europe. Prior to joining Simon-Kucher, Silvio worked for an international Private Bank in Zurich and at a consulting start-up. He received his PhD in Marketing from the University of St. Gallen and has a Masterʼs degree in business administration.

Alexis joined Standard Chartered Bank in November 2010.
 

He is responsible for defining and delivering the bank’s wealth management advisory proposition. Alexis also oversees the fund offering to the Bank’s clients, particularly in the Private and Retail banking client segments. His mandate covers four main areas:

• Chairing the Global Investment Council (GIC), with responsibility for establishing the bank’s investment outlook, generating investment ideas, identifying risks and opportunities across products, regions and asset classes. These ideas are packaged into locally relevant and suitable portfolio solutions for our customers.
• Overseeing the discretionary portfolio management unit and the Signature portfolio solutions.
• Setting direction and global standards for investment advisors globally across segments; the investment advisors are specialists who partner with relationship managers to design and deliver solutions to clients.
• Overseeing directly the Private Bank Investment Advisors
• He was until July 2015 also overseeing the Bank’s traditional and alternative mutual fund offering.

He was previously with Citibank in New York where he was Global Head of Investment Products & Advice for the retail bank. His responsibilities covered setting strategy and standards for investment products, financial market research and financial advice with a focus on the affluent investor segment.
 

Alexis has 20 years of asset management, investment product and wealth management experience in Europe, the US and Asia, and has a post-master degree (DESS) in finance from the University Paris 9 Dauphine. Alexis is married with 2 children and lives in Singapore.

Haren Shah is Head of Investments at Taurus Wealth Advisors. He leads our team of Investment Counsellors to provide Wealth Management and Investment Advice to Clients. He is also responsible for developing and guiding our global markets and asset allocation strategies and the related investment communications for Taurus’s Financial Advisors and Clients. He and his team are responsible for generating investment solutions that meet the needs of Clients, duly customised to their individual risk profiles and needs. Prior to joining Taurus, Haren spent 15 years with Citibank in various capacities. He was Head of Investment Advisory, South East Asia for Citi Private Bank for 4 years. Subsequently, he was a Senior Strategist for the Private and Consumer bank, where he and his team drove communications within Citi to guide markets strategy, portfolio constructs and asset allocations. Prior to that, Haren had worked in a similar role as Head of Investment Advisory (SEA) at Chase Manhattan Private Bank. Haren has also been a Fund Manager for over 10 years where, as part of a team, he helped manage balanced and equity portfolios. Overall, he has over 30 years’ experience in various investment markets and assets classes. Haren holds an MBA from Indiana University in both Marketing and Finance.

Investment professional with 35+ years experience of buy and sell side of the banking businesses. I have managed numerous strongly performing investment and advisory teams in large banks in Europe and more recently in Asia and the Middle East. I have built businesses from scratch and successfully restructured businesses. I have had links with Asia and particularly Singapore since 1999 when I managed money for the GIC, Hong Kong Jockey Club and Brunei government. The core of my career was the 11 years at JPMorgan where I made Managing Director. On the buy side I have worked for asset management firms (e.g. JPMorgan) and private banks (Barclays, Merrill Lynch, Coutts, Emirates NBD and NBAD). I have a reputation for making bold calls on the markets. I made major bear calls on equity markets in 1987, at the top of the tech boom and the financial crisis in August 2007, and a bull call on equity markets on March 17th 2009. I have been a high profile with the media regularly appearing in the printed press and on TV. I often speak at conferences and provide industry thought leadership on a number of macro and investment topics. In the past I made a presentation to the European Parliament on the outlook for asset markets after the introduction of the euro. I am highly regarded for my team leadership, the rigour and intellect I bring to the investment process, my attention to governance and ethics, and my affinity with clients in presentations and meetings. I was voted Private Banker of the year 2015 (MENA) from Wealth Briefing.

Sean joined Trident Trust in 2016 and has overall responsibility for Trident’s Singapore operations. Sean has held senior positions at both independent and institutional trust companies during his 30-year career, which spans both Asia and Europe. He has advised many international high net worth clients on the use of trusts and other estate planning vehicles. Sean is a Fellow of the Association of Chartered Certified Accountants and a qualified Trust & Estate Practitioner.

Michael Blake is Chief Executive Wealth Management Asia for Union Bancaire Privée (UBP), a family-owned private bank and specialist asset manager headquartered in Geneva, Switzerland. In this capacity, Michael is responsible for the leadership and development of UBP’s wealth management business in Asia. He brings to the role a track record of leading cross-cultural teams during periods of growth and transformational change. Michael joined UBP in 2016 upon its successful acquisition of Coutts International. Prior to this, he was Chief Executive of Coutts International, with responsibility for leading its international wealth management business and overseeing its integration with UBP in Europe and Asia. Michael has lived in Asia for much of the past two decades and is active in various international affairs forums. He read Philosophy, Politics and Economics at Oxford University and studied Mandarin in Beijing.

Michael Blake is Chief Executive Wealth Management Asia for Union Bancaire Privée (UBP), a family-owned private bank and specialist asset manager headquartered in Geneva, Switzerland. In this capacity, Michael is responsible for the leadership and development of UBP’s wealth management business in Asia. He brings to the role a track record of leading cross-cultural teams during periods of growth and transformational change. Michael joined UBP in 2016 upon its successful acquisition of Coutts International. Prior to this, he was Chief Executive of Coutts International, with responsibility for leading its international wealth management business and overseeing its integration with UBP in Europe and Asia. Michael has lived in Asia for much of the past two decades and is active in various international affairs forums. He read Philosophy, Politics and Economics at Oxford University and studied Mandarin in Beijing.

Alvin has responsibility over Maybank Group’s wealth business across the private banking, mass affluent as well as emerging affluent segments. The wealth business spans 8 countries and tops USD50b in combined AUM. Alvin Lee has 20+ years of banking experience across wealth management, corporate, consumer banking and treasury, with specialisations in product and risk management, as well as business development. Alvin’s vast experience across Asia, Europe, Africa and Middle East means that he is well attuned to local and global opportunities and challenges. Prior to joining Maybank, Alvin worked at Burgan Bank in Kuwait as a consultant to the CEO, managing the bank's Treasury function as well as its proprietary investment portfolio in fixed income, fund and private equity. He also spent 14 years with Citibank and four years with Barclays in London. He began his career at JP Morgan. He has proven track records in establishing new product lines, implementing bank investment strategy across different asset classes and managing specialist teams with ethnic and national diversity.

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.

Chinmay Patil heads the cross asset structured products sales team at Leonteq Securities covering Private & Retail Banks in Singapore and Hong Kong. Chinmay has more than a decade experience in structured products and derivatives. Before joining Leonteq, Chinmay held various positions at Deutsche Bank and BBVA as structured products specialist and later as a portfolio manager at a family office. Chinmay holds Bachelor of Technology in Aerospace Engineering from Indian Institute of Technology, Mumbai.

Chee Loong is a Principal Consultant and he heads the Wealth Business in Mercer, Singapore. He has over 20 years’ professional experience in the financial/investment industry, spanning across financial supervision, investment management and investment consultancy. Prior to joining Mercer, he was an Investment Consultant with Cambridge Associates where he worked with a range of institutional investors, including universities and private clients, to develop investment strategy, implement portfolios and served as an adviser on construction and oversight of their hedge fund portfolios.

Chee Loong started his career with the Monetary Authority of Singapore (MAS) in 1995, first as a financial regulator where he was primarily responsible for formulating policies regulating the securities and financial advisory industries. He subsequently held the position of Lead Portfolio Manager (Foreign Exchange) with MAS where his core responsibility was the investment management of Singapore’s official foreign reserves. After leaving MAS in 2008, Chee Loong joined Pacific Asset Management Singapore as an investment manager, where he was responsible for managing portfolios through FX strategies and fixed income.

Chee Loong holds a Bachelor of Accountancy (1st Class Honours) degree from the Nanyang Technological University and is a CFA Charterholder.

Tuck Meng Yee has over 20 years’ experience in the financial markets in Asia and Australia in derivatives, and in funds portfolio management, development, research and marketing with global investment banks (JPMorgan, UBS) and private banks (ABN Amro and Citibank) as well as funds services (Moore Management) and family office (JRT Partners) giving him a keen sense of what investments suit which types of investors, and the support they typically need. Most recently he was Investment Solutions Head for Allfunds in Asia (a leading funds platform) before returning to the family office JRT Partners. Tuck speaks English and Mandarin, and holds degrees in Accounting, Computer Science, and Finance (Masters) from the Australian National University and the University of New South Wales. JRT Partners is a Singapore based Family Office that invests across multiple asset classes including real estate, Alternatives (PE, HF) and mutual funds. On occasion, the family office works with other family offices in investing, as well as advising them on family office setup, management and administration, as well as investment due diligence services. He can be reached via [email protected]

John Robson drives client partnerships at Quantifeed, a leading provider of digital investment solutions to financial institutions in Asia. He works with banks, online brokers and wealth advisors to assist them in developing their digital wealth management future. Based in Hong Kong for over 20 years, he has held regional leadership roles at JP Morgan, Nomura and Merrill Lynch managing teams which serviced the region’s consumer and private banks. His career has been focused on the development of investment platforms and products. He has been instrumental in introducing significant product innovation to wealth management platforms in Hong Kong, London and Tokyo. John has been a board member of several private and public listed companies.

Sean joined Trident Trust in 2016 and has overall responsibility for Trident’s Singapore operations. Sean has held senior positions at both independent and institutional trust companies during his 30-year career, which spans both Asia and Europe. He has advised many international high net worth clients on the use of trusts and other estate planning vehicles. Sean is a Fellow of the Association of Chartered Certified Accountants and a qualified Trust & Estate Practitioner.

Lee Wong is Head of Family Services, Asia at Lombard Odier. Lee is responsible for leading Lombard Odier’s wealth planning and family services proposition, which is a key component of the Bank’s growth strategy in the region. Before joining Lombard Odier, Lee amassed over 22 years of experience in the wealth management industry. She joined from Union Bancaire Privée in Singapore, where she was Head of Wealth Planning for South Asia and was responsible for leading a team advising high net worth clients on their family wealth transition, family governance, as well as philanthropic aspirations. Lee is a member of the MAS-EDB Family Office workgroup as well as the Wealth Management Institute’s expert panel on Family Offices. She is a regular trainer for Singapore Management University for IBF certification courses on wealth planning and family office. She is also a trainer for Wealth Management Institute’s family office advisor program. Lee holds a Bachelor of Laws from the National University of Singapore. She is a Chartered Trustee appointed by the Singapore Trustee Association.

Woon Shiu has over 20 years of expertise in marketing, client development and professional training in family office structuring, trusts, high-net-worth life insurance and estate planning in Asia Pacific (especially China, Taiwan, Hong Kong and Southeast Asia). Over the years, Woon Shiu has handled multiple landmark transactions, advising ultra-high net-worth individuals and founding members of banking conglomerates on matters relating to taxes, multi-generational endowment funds, planning of global assets, and much more. Woon Shiu is also an adjunct professor at the Wealth Management Institute (in Nanyang Technological University) and regularly lectures private bankers, lawyers and trust practitioners on wealth structuring and estate succession. He has also spoken as a guest lecturer at universities in China, and his views on family businesses are regularly featured in the Financial Times, Barron’s Asia, Singapore Business Times, China Daily and other renowned publications. Woon Shiu has advised numerous ultra-high net-worth families across Asia Pacific in the areas of strategic structuring of their estate and succession planning. He commonly engages multi-generation families, giving them advice on successfully establishing and implementing their desired family governance and philanthropic strategies. He holds a STEP certification and is a Solicitor in England and Wales, as well as an Advocate and Solicitor in Singapore. Woon Shiu is fluent in English and Mandarin – often lecturing in both languages – and is also conversant in Cantonese, Hokkien and Hainanese.

Cara Williams, Senior Partner, is Global Leader for Financial Intermediaries and Family Offices. Located in London, Cara develops and drives the strategy for Mercer’s work with financial intermediaries, wealth management firms and family offices globally. She ensures clients’ needs are appropriately met with a wide array of solutions from market insights, manager research, asset allocation to deal sourcing and establishment of investment platforms and solutions. Cara presents regularly on global investment trends in wealth management as well as on Mercer’s When Women Thrive platform for Financial Services. With over 22 years of experience in the pensions and investment industry, Cara began at Mercer’s investment consulting business as Global COO in April 2005. Before joining Mercer in the UK, Cara held roles in New York with Merrill Lynch Investment Management, and also for the French bank, CDC, where she oversaw European sales for their Investment Management group. Cara began her career in finance as a financial advisor with Merrill Lynch in New York. Prior to working in the investment industry, she was responsible for budgets and logistics for US Army and NATO MWR deployments. Cara is also an active mentor for external programs supporting and promoting women in their careers. Cara graduated from the University of Michigan, Ann Arbor with a BA, and from The University of Hartford with an MBA in Finance.

Joshua Rotbart (LLM, MBA) is the founder and managing partner of J. Rotbart & Co. (Strategic Transactions Limited), a Hong Kong-based company providing solutions for high net worth individuals and families wishing to buy, sell, ship, and store physical precious metals and other tangible assets. Joshua shares his time between Macau, where he resides, to Hong Kong and Singapore. In 2010 Joshua leaved his career as corporate lawyer, and joined joined Malca-Amit logistic group in 2010 to head the business development for the group’s flagship vault in the Singapore Freeport, and to manage its Hong Kong sister company, Malca-Amit Precious Metals. In 2016 Joshua founded J. Rotbart & Co. (Strategic Transactions Limited), that already traded over USD 400mil worth of bullion, mostly through Singapore and Hong Kong.

Rory McDaid is a Client Advisor for Henley & Partners Singapore and is a member of the Investment Migration Council (IMC). Rory specialises in citizenship and residence by investment planning services for high-net-worth (HNW) private clients. Rory holds a Bachelor’s degree in Business Studies from Ulster University (UK). He began his career in London working for an advisory company where his clients included various Financial Institutions across Banking, Private Equity & Sovereign Wealth. Rory relocated to Singapore in 2015 and now operates across South East Asia & South Asia for Henley & Partners.

Haren Shah is Head of Investments at Taurus Wealth Advisors. He leads our team of Investment Counsellors to provide Wealth Management and Investment Advice to Clients. He is also responsible for developing and guiding our global markets and asset allocation strategies and the related investment communications for Taurus’s Financial Advisors and Clients. He and his team are responsible for generating investment solutions that meet the needs of Clients, duly customised to their individual risk profiles and needs. Prior to joining Taurus, Haren spent 15 years with Citibank in various capacities. He was Head of Investment Advisory, South East Asia for Citi Private Bank for 4 years. Subsequently, he was a Senior Strategist for the Private and Consumer bank, where he and his team drove communications within Citi to guide markets strategy, portfolio constructs and asset allocations. Prior to that, Haren had worked in a similar role as Head of Investment Advisory (SEA) at Chase Manhattan Private Bank. Haren has also been a Fund Manager for over 10 years where, as part of a team, he helped manage balanced and equity portfolios. Overall, he has over 30 years’ experience in various investment markets and assets classes. Haren holds an MBA from Indiana University in both Marketing and Finance.

Ranjiv joined in 2009 and has more than 15 years’ experience in financial markets where he was a strategist for Asia at Aberdeen Asset Management Singapore from 2001. Ranjiv later became the Head of Investment Advisory for BSI Bank Ltd in Singapore from 2007 – 2009. He has a Master’s degree of Business Administration in Finance with an emphasis on Financial Engineering from Thunderbird, the American Graduate School of International Management, and is a Bachelor of Business Administration in Finance from the University of Wisconsin.

Marc Lansonneur joined DBS in October 2014. Based in Singapore, he is leading the Wealth Managed Solutions and Investment Governance group. His team of specialists cover managed products such as Funds (Unit Trusts, Private Equity, Hedge Funds), Funds Selection and Discretionary Portfolios. Marc is a member of DBS Group Sustainability Council. Previously Marc was working for Société Générale where he held various positions in Private Banking, Corporate and Investment Banking in Asia, Europe and America. He has more than 20 years of experience in the financial industry. A French National, Marc holds a Master in Business Administration from E.S.S.E.C in Paris (France).

Investment professional with 35+ years experience of buy and sell side of the banking businesses. I have managed numerous strongly performing investment and advisory teams in large banks in Europe and more recently in Asia and the Middle East. I have built businesses from scratch and successfully restructured businesses. I have had links with Asia and particularly Singapore since 1999 when I managed money for the GIC, Hong Kong Jockey Club and Brunei government. The core of my career was the 11 years at JPMorgan where I made Managing Director. On the buy side I have worked for asset management firms (e.g. JPMorgan) and private banks (Barclays, Merrill Lynch, Coutts, Emirates NBD and NBAD). I have a reputation for making bold calls on the markets. I made major bear calls on equity markets in 1987, at the top of the tech boom and the financial crisis in August 2007, and a bull call on equity markets on March 17th 2009. I have been a high profile with the media regularly appearing in the printed press and on TV. I often speak at conferences and provide industry thought leadership on a number of macro and investment topics. In the past I made a presentation to the European Parliament on the outlook for asset markets after the introduction of the euro. I am highly regarded for my team leadership, the rigour and intellect I bring to the investment process, my attention to governance and ethics, and my affinity with clients in presentations and meetings. I was voted Private Banker of the year 2015 (MENA) from Wealth Briefing.

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.

Julian was born and raised in Sydney Australia holding degrees in Real Estate from the UNSW, and Mandarin from BLCU. He has co-founded 8 companies, including social media, real estate investment & development, proptech and blockchain. He is focused on building key infrastructure connecting DeFi (Decentralized Finance) + TradFi (Traditional Finance) . Julian is the co-founder and CEO of InvestaX (Singapore Security Token Platform) and IX Swap (1st Automated Market Maker for security tokens/NFTs). Julian is also the host of the Infinity and Beyond Podcast. He lives in Singapore with his co-founder Alice, daughter Kennedy and two dogs Chase and Marley. 

Twitter: https://twitter.com/julian2kwan.
Linked: https://www.linkedin.com/in/juliankwan/.
Company Website: www.investax.io.
Company Website: www.ixswap.io

Michael is a prominent figure in the financial services industry in Asia. He is the founder and CEO of Hubbis, a renowned provider of intelligence and connectivity for the Asian wealth management industry. With a depth of experience and expertise, he has played a pivotal role in shaping the industry for over 30 years, becoming a leading industry presence in the events, professional development, and publishing space in the region. Hubbis is a multi-generational family-owned and managed business.

He has been actively involved in the Asia-Pacific region since 1993. And has lived in Asia since 1995, holding positions in Hong Kong, Sydney, and Singapore. 

For over 14-years, Hubbis has established itself as the gold standard media and events brand in wealth management thought leadership in Asia. Each year providing a very large body of cutting-edge editorial and sponsored content, organizing top-flight events.

During that time Hubbis has become the platform of choice for many high-profile C-suite leaders to communicate their vision of the Asian wealth management.

Before his involvement with Hubbis, Michael founded Pacific Prospect in 2002, a financial services media company. Under his leadership, the company achieved significant success and was subsequently acquired by global business-to-business publisher Incisive Media in 2006. Michael continued to serve as the CEO of Pacific Prospect until October 2008.

Prior to his entrepreneurial ventures, Michael garnered 5 years of experience in financial markets publishing. His career in this field began in 1993 when he joined Euromoney Publications as the publisher of the quarterly magazine, International Bond Investor. In 1995, Michael joined Thomson Financial Services (now owned by LSEG) and spearheaded the conception and launch of Finance Asia magazine. During his tenure as Managing Director of Finance Asia, he also initiated the Asian Debt Review, Asian Private Capital Magazine, and the Finance Asia Conference Business. In 1997, he founded FIA Limited, further expanding his contributions to the financial publishing industry.

Born in North Wales, Michael served as the head boy of St David's College Llandudno. He holds a degree in Business Administration from Cardiff University. Beyond his professional endeavours, Michael is a family-oriented individual and is happily married with three children: Reanna, Garett, and Tarryn.

Michael is a prominent figure in the financial services industry in Asia. He is the founder and CEO of Hubbis, a renowned provider of intelligence and connectivity for the Asian wealth management industry. With a depth of experience and expertise, he has played a pivotal role in shaping the industry for over 30 years, becoming a leading industry presence in the events, professional development, and publishing space in the region. Hubbis is a multi-generational family-owned and managed business.

He has been actively involved in the Asia-Pacific region since 1993. And has lived in Asia since 1995, holding positions in Hong Kong, Sydney, and Singapore. 

For over 14-years, Hubbis has established itself as the gold standard media and events brand in wealth management thought leadership in Asia. Each year providing a very large body of cutting-edge editorial and sponsored content, organizing top-flight events.

During that time Hubbis has become the platform of choice for many high-profile C-suite leaders to communicate their vision of the Asian wealth management.

Before his involvement with Hubbis, Michael founded Pacific Prospect in 2002, a financial services media company. Under his leadership, the company achieved significant success and was subsequently acquired by global business-to-business publisher Incisive Media in 2006. Michael continued to serve as the CEO of Pacific Prospect until October 2008.

Prior to his entrepreneurial ventures, Michael garnered 5 years of experience in financial markets publishing. His career in this field began in 1993 when he joined Euromoney Publications as the publisher of the quarterly magazine, International Bond Investor. In 1995, Michael joined Thomson Financial Services (now owned by LSEG) and spearheaded the conception and launch of Finance Asia magazine. During his tenure as Managing Director of Finance Asia, he also initiated the Asian Debt Review, Asian Private Capital Magazine, and the Finance Asia Conference Business. In 1997, he founded FIA Limited, further expanding his contributions to the financial publishing industry.

Born in North Wales, Michael served as the head boy of St David's College Llandudno. He holds a degree in Business Administration from Cardiff University. Beyond his professional endeavours, Michael is a family-oriented individual and is happily married with three children: Reanna, Garett, and Tarryn.