Digital Wealth Asia Forum 2018

Kimberley is a global business executive with an extensive background in financial services and technology. As a sales and marketing leader at the worlds oldest fintech for over 20 years she has worked with customers in multiple geographies on big data projects and identifying solutions to help them thrive in an increasingly disrupted world. Her focus on compliance and risk also extended to her founding of the Risky Women network and podcast to connect, celebrate and champion women in the industry. She is an advocate for gender equity and women in leadership. She also established a platform to drive action to stop slavery and highlight how technology and data can help address this crime. She is an angel investor and fintech advisor. Non-Executive Director the Fair Employment Foundation.

Clarie is Director and Head of Business Development in 360F. Before that she was Head of Insurance for the Asian practice in a globally active management consultancy firm. Clarie started her career in a Jardine Matheson subsidiary as a management trainee and eventually built up and headed the service operations department. She later switched paths, spending the last decade in the insurance/advisory industry, in front-line and back-end functions. During her consulting career, Clarie leveraged her distribution experience in strategic and large-scale implementation projects, connecting the dots across the value chain in life and general insurers for a holistic value-adding impact. Clarie studied Economics and Psychology at National University of Singapore (2000 – 2004), graduating with an honours degree. She obtained Master of Business Administration degree from Nanyang Technological University of Singapore (2013) and received the Swiss Federation Scholarship to complete the Master of Arts in Strategy & International Management from University of St. Gallen in Switzerland (2016). Clarie is also a certified Reiss Profile® Master.
 

Mathias Helleu is the Chairman of the Board of Directors of 8 Securities. The company operates in Hong Kong and Tokyo. 

Over the years, 8 securities proved itself as a leading technological and marketing innovator. 

Prior to launching the company, Mathias was the Managing Director of E*TRADE's International business which spanned fourteen geographies across Canada, Europe, the Middle East and Asia. Mathias was directly responsible for launching E*TRADE as one of the first online brokerages in Hong Kong fifteen years ago. Prior to joining E*TRADE, Mathias held leadership roles for TIR Securities and Bank Paribas Capital Markets.

Seamus is the Vice President of Business Development for Metaco SA. He spent 20 years in investment banking running trading businesses in rates, FX, and derivatives. He has been active as an investor, founder, and builder in the fintech and crypto sectors for the last 8 years. Metaco is a Swiss technology company whose flagship product is SILO. It is a complete cryptocurrency and digital asset wallet infrastructure designed for financial sector firms that need to manage their own private keys or that offer custodial services to their clients. Unlike existing disconnected cold storage custody solutions SILO provides the optimal balance between security and availability and is fully integrated into a client's core banking platform.

Jamie Spence is Founder and Managing Director of Asian Link Ltd. He provides strategic expertise to a wide-range of CEO’s, Boards and Management teams of fast growing and innovative companies, ranging from early stage through to established global brands. He specialises is helping companies position themselves to attract strategic partners, and has worked with numerous local and international Consumer and Retail, E-commerce, Technology and Financial Services groups. Among his consultancies, Jamie has been a strategic advisor to Fintech, DollarSmart Global, and Insuretch, Galileo Platforms. Prior to Asian Link, Jamie spent 25 years in senior management positions with major global and investment banks, Macquarie Group, Bankers Trust, CBA, HSBC and RBC. He developed a broad range of industry leading, Global Markets, product sales and marketing teams across 15+ countries. Jamie has extensive regional Asia and international financial services, business leadership, investment and marketing experience. Originally from Australia and resident in Hong Kong since 2005, Jamie also serves in numerous Board, Senior Advisory, Community and Sports organisation roles.

Tanmai used to be a Managing Director (Credit Trading) at Deutsche Bank before founding Canopy. He enjoys coding and trading.

Tanmai was in a front office trading floor role from Aug 1993 till Mar 2013. He has extensive cross asset-class, cross functional and cross geography experience, having worked across various functions including Trading (with stints in Client Coverage and Structuring as well), based in major financial centres including Singapore, Hong Kong, New York and Mumbai. 

Bénédicte is the Head of Regulatory Affairs for Asia and Europe & CCO for Asia for Circle, a Board Member of the Hong Kong Fintech Association and a Member of the Global Digital Finance Advisory Council. From 2012 to 2018 she was the Head of Risk and Strategy of the Hong Kong Securities and Futures Commission, from 2007 to 2012 she was a Managing Director at Credit Suisse, and before that she was an Executive Director at Goldman Sachs. She holds an LLM and MBA from the University of Chicago. In 2016 she was a recipient of the China Daily Asian Women Leadership Awards for people who are dedicated to entrepreneurialism, innovation and change.

Werner Schlossmacher is the head of Platform Management for APAC Division. In this role, he is responsible for managing the private banking business’ platform including digital strategy and partnerships, data platform, product capabilities and core functionality such as client and front office portals as well as the core banking system for private banking. In 2019, Mr Schlossmacher took on the additional role as the Head of Private Banking Products for Hong Kong Branch where he is responsible for overseeing all products managed within the Branch. Previously, Mr. Schlossmacher held various senior management roles within the APAC division, including the Product & Solutions COO for the Private Banking division. In this role, he was responsible for developing the infrastructure, processes, and innovation for the private banking service offering. After re-joining Credit Suisse in 2009 from Barclays Capital, Mr. Schlossmacher was the Head of Structured Products for the Private Banking division for Asia Pacific and subsequently the deputy Market Group Head and Market Leader in the Malaysia market. Prior to this, he spent 17 years with Credit Suisse's Private Banking division in Singapore, Hong Kong and Zurich in management positions for investment product sales and advisory, investment consulting and portfolio management. Mr. Schlossmacher graduated from Chicago University Booth School of Business with a Master in Business Administration (Honors) and is a member of the CFA Institute.

A recognised thought leader in the region, Mark is the EY Asia-Pacific Wealth & Asset Management Leader and Advisory Leader. He has led projects across the buy-side, including strategy, risk and regulations, operating model, customer and growth, with the majority of his time focused on business and digital transformation. Prior to joining EY, Mark spent over 20 years in the financial technology industry, providing services to the same community. This included fintech start-ups, VC raising and exits. He received a master’s degree from the University of Oxford.

Harle joined FNZ in February 2016 and is responsible for all facets of FNZ’s local operations in Hong Kong ranging from overall business leadership, business development, client relationship management, local office management and Hong Kong regulatory engagement. With over 15 years based in Hong Kong and more than 25 years working across Asia, Harle has developed an in-depth knowledge of Asian markets including the complexities involved in running a business across such a diverse geographical landscape. In this time, he's worked with a large number of local and international Financial Institutions across the Insurance, Fund Management, Pension, SWF and Alternatives industry developing a deep understand of business drivers and operational requirements in these industries. Prior to joining FNZ, Harle had a 13 year career at Citi spanning a number of senior Leadership positions within Citi’s Transactional Banking Division. During this period he had regional responsibilities for the FI business across all major AsiaPacmarkets including Australia, Korea, Japan and India. Prior to this, Harle worked at State Street in Australia and held a number of senior roles across the finance industry in Sydney and London. Harle studied in Canberra, Australia and now resides permanently in Hong Kong with his wife and 3 small children.

Gabriel leads the R&D function at FNZ for the Asia-Pacific region. He is responsible for innovation and new product design enhancing FNZ’s core platform in new markets to support the strategic growth of our business in region. Gabriel joined FNZ in 2011 and has extensive experience in the solution architecture and implementation of FNZ platforms across a diverse range of propositions to market. He is familiar with the platform operating models across the jurisdictions we operate in globally, having based in London, Sydney, Wellington, and presently in Hong Kong.

Michelle has more than 15 years of Product and Marketing experience in Technology and Financial Service industry with extended exposure worldwide. Michelle is currently leading the Business Development function of FWD Insurance, responsible for driving new business development leveraging on innovative technology engagement. Before FWD, she had been with Hong Kong Applied Science and Technology Research Institute (ASTRI), Hong Kong Telecom (High Net Worth Segment, Group Loyalty, Payment Business), Huawei Technology, Nokia Siemens Network, etc, taken up marketing, product and business development roles with regional exposure. Michelle holds a Bachelor of Cognitive Science degree, Graduate Diploma in E-Commerce and a MBA from the University of Hong Kong. Apart from her role in FWD, Michelle also serves as Co-Founder of T3 Academy (a NGO dedicated to disrupt the engineering education and aiming to upskill young adult with AI & Data Analytics Skills), Advisory Member of FinTech Industry Alliance of China Academy of Information and Communications Technology (CAICT), AI Committee Co-Chair of FinTech Association HK, Founding Member of Women-In-Tech HK. Michelle is also being named as 2018 Top 25 FinTech Female Leader in HK by DigFin Group and InvestHK.

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

Andreas Wenger joined IMTF group in 2018 as APAC General Manager. Since 2011, Andreas has been working in Singapore and acquired a deep understanding of the actual challenges faced by banks operating in this region. Andreas holds a master degree from ETH Zurich and a PhD from University of Zürich in Physics. His experience encompasses business and technology transformation, front office strategies and processes, and post-merger integration.

Ricardo is an Advisory director in Hong Kong specialised in wealth and asset management. Ricardo has deep expertise in the front and middle offices of wealth and asset management firms. He has been working in Switzerland and Hong Kong. Ricardo started his career in the Group Finance function of UBS in Zurich and subsequently became the COO for the wealth management business serving the Brazil and Iberia offshore markets out of Switzerland. He then moved to UBS Asset Servicing, where he focused on institutional wealth management clients such as family offices, financial intermediaries and private label funds. He transferred to Hong Kong to build the Greater China Asset Servicing offering around global custody, securities lending, fund structuring and investment analytics for institutional wealth management clients in the region. Ricardo has a keen interest in emerging technologies and co-founded a venture firm focused on financial technology based in Hong Kong prior to joining KPMG.

Avril Parkin, Co-Chair for the Big Data Committee, FinTech Association Hong Kong. A technology leader, mentor and speaker. She is a global IT professional with more than 20 years experience, 15 within the financial services industry. Focused on sharing insights on Emerging Technology themes, from Big Data to Blockchain/Distributed Ledger Technology and Digital Transformation. Avril started her career in Network Engineering, Service Management and then Solution Sales. Due to her passion for learning and sharing, she is actively involved in various industry groups, including, ASIFMA, FIX Trading Community and the British Chamber of Commerce (Vice-chair, Innovation and Technology Committee)

Christophe Lee is a leading figure in the Asian investment management industry with 28 years of broad ranged financial services experience. He is the Founder & CEO of SFC licensed Lotus Asset Management. In 2015 he founded JP Asia Partners to offer consulting services in asset & wealth management and FinTech. He is also an angel investor, Fintech advisor to HK-X Tech and Beyond Ventures and serves on the advisory board of several Fintech companies. Before that he was the CFO and Director of a global private MedTech company. Christophe has work for a number of financial institutions including Morgan Stanley (FrontPoint Partners), Sun Hung Kai Financial Group , Goldman Sachs and Bankers Trust. Christophe played an active role in the development of asset management industry in Hong Kong. His HKSAR government appointments include the Financial Services Development Council (FSDC) – New Business Committee from 2013 to 2019 (where he led the working group to advise the HKSAR government on Fintech policy) and the advisory committee of the Securities and Futures Commission (SFC) from 2007 - 2009. Christophe chaired AIMA Hong Kong (the global trade association for hedge funds) for 8 years from 2004 to 2012. Christophe graduated from the University of Pennsylvania.

Bassam Salem is a Senior Partner at Mckinsey & Company focusing on Wealth Management, Private Banking, Asset Management and Digital Finance. He is an award winning CEO with in depth entrepreneurial experience in Asia Pacific, India, the Middle East and Europe. He was the CEO of Citi Private Bank in Asia based in Hongkong, the Global Investment Head for Citi Private Bank based in New York and a founding partner of EFG Bank in Zurich.

Matthew is a Senior Consultant of Mercer’s Wealth team in Hong Kong, providing investment solutions for institutional investors.  He is experienced in macro research, fund due diligence and portfolio management.  He is responsible for portfolio’s asset allocation and manager selection. Prior to joining Mercer, Matthew was a Portfolio Manager at The Philippa Huckle Group, where he helped manage discretionary and advisory portfolios for corporates and high net worth individuals.  He started his career with HSBC and later joined RHB Asset Management where he assisted in managing an SFC authorised Asia Pacific Resources fund and co-managed an Emerging Markets Small Cap fund. Matthew graduated from Monash University, Australia, with a bachelor degree in Banking and Finance (Econometrics) and a master’s degree in Applied Finance. He also sits at the Asian Asset Allocation Committee.

Terence is the Asia ex-Japan head of Wealth Management Technology for Nomura.  He has over 25 years of experience in the financial services industry, covering private banking, investment banking and technology consulting.  Prior to joining Nomura, Terence spent 12 years with UBS in various regional technology management roles, after his consulting career with Accenture.

John is the Head of Agile Practice for Orbium, and founder / creator of Auspicious Agile, based in Singapore. John has founded two Agile services practices, including for Rally Software in Asia. John is also a contributor to InfoQ on Agile & DevOps, and an author of the ebook “ A Guide to Distributed Agile Framework”. John has over ten years of experience with Agile / Digital methods and coaching. John has taught corporate Agile training, C-Suite / executive education & Agile certification sessions in the US & Asia.

John is a frequent speaker at Agile and industry conferences. He has also taught several university courses in the business and technology space (including Enterprise Agile Scaling at NUS for the Singapore Skills Future initiative). John has worked with numerous Fortune 500 & Global 1000 companies including Disney, JP Morgan, Allianz, Toyota, and Accenture. John has experience with start-ups, entrepreneurial ventures, and working with government clients.

John has a BS degree from UC Irvine, an MBA from UCLA, and a JD from Southwestern Law School. John is a Certified ScrumMaster (CSM), Certified Scrum Product Owner (CSPO), Certified Scrum Professional (CSP), SAFe Agilist (SA), Scaled Agile Framework Program Consultant (SPC4), Certified Trainer for the IC Agile Management Track (ICA-APM), the IC Agile DevOps track, and is a contributor to the new Business Agility track certifications.

Gary is a Partner in the Risk Assurance practice of PwC Hong Kong with specialisation in the banking and financial services sector. He has extensive professional experience in the provision of assurance and advisory services to Hong Kong, Chinese, Macau, Taiwan and international financial services clients. Gary’s areas of expertise and experience include business process and application controls, IT systems and operational procedures implementation, e-banking/e-trading/e-payment, virtual bank and fintech, cyber security and data protection, corporate governance, operations and technology outsourcing, regulatory compliance and reporting, testing management, due diligence and process integration, business continuity and resilience management, data management and analytics, investigations, US-SOX/C-SOX, deposit protection, FATCA/CRS, IAS39/IFRS9, and BASEL regulatory framework, etc. Gary is a BA (Hons) in Accountancy and is a Practising Certified Public Accountant (CPA (Practising)) in Hong Kong. He has a number of other professional qualifications such as Fellow member of the Association of Chartered Certified Accountants (FCCA), Certified Information System Auditor (CISA), Certified Information Systems Security Professional (CISSP) and Financial Risk Manager (FRM). He is also a regular speaker at industry seminars, forums and training events.

Audrey Wong manages operations and financial affairs to deliver on Quantifeed’s business strategy. Audrey joined Quantifeed from Bank of America Merrill Lynch, where she was COO for the equities division in Asia Pacific. Audrey’s tenure at Merrill Lynch included senior assignments in Toronto and New York, before relocating to Hong Kong in 2006 to take a new role as the Finance Head of Equities Derivatives for APR. Her responsibilities expanded to CFO of APAC Equities in 2011 and CFO for APAC Global Markets in 2013. Audrey holds a Bachelor of Business Administration from Brock University of Ontario. She is also a Chartered Professional Accountant of Ontario and Chartered Financial Analyst. Audrey enjoys biking and swimming with her two children.

Jonathan is the founder and CEO of Red Pulse, a tokenized research ecosystem for China. He has over a decade of strategy consulting experience across various industries, with a specialization in financial services. Now at Red Pulse, Jonathan combines his financial expertise with pioneering technology to solve the problem facing all of us today: information overload. Jonathan received a Bachelors of Science in Engineering degree in computer and telecommunications engineering from the University of Pennsylvania, minoring in economics. He received an MBA from the UC Berkeley Haas School of Business, with concentrations in strategy and marketing. Jonathan is a CFA charterholder.

Vippy Wong is a Partner at Quinlan & Associates, where she provides end-to-end strategy consulting services to leading Financial Institutions and FinTech companies. Vippy has extensive experience in financial services, having spent over 15 years in investment banks, exchanges, technology providers and management consultancies. Most recently, she was a Director in the Industry Solutions team at Thomson Reuters, where she was responsible for identifying, developing and executing new, innovative ventures and businesses across the Financial & Risk sector. Prior to Thomson Reuters, she was a founding member of a new commodities exchange in Hong Kong, where she was involved in all aspects of launching the trading venue with a focus on business development, and sales and marketing. Vippy has held various positions in principal investments, corporate finance and strategy at Merrill Lynch and ABN Amro in Hong Kong and management consulting at Oliver Wyman in New York. She has an Executive MBA from EMBA-Global Asia, a joint program between Columbia Business School, University of Hong Kong and London Business School, and a Bachelor of Science in Engineering from Princeton University.

Shane joined SS&C in January 2018 as the Regional Sales Director for Wealth & Advisory, Asia Pacific. Based in Hong Kong, he is responsible for building and coaching new sales & account management teams to better understand client workflows and requirements.

Prior to that he was Head of Sales - Asset Management & Wealth Management, Asia Pacific, Thomson Reuters.

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.

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.

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.

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.

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.

Werner Schlossmacher is the head of Platform Management for APAC Division. In this role, he is responsible for managing the private banking business’ platform including digital strategy and partnerships, data platform, product capabilities and core functionality such as client and front office portals as well as the core banking system for private banking. In 2019, Mr Schlossmacher took on the additional role as the Head of Private Banking Products for Hong Kong Branch where he is responsible for overseeing all products managed within the Branch. Previously, Mr. Schlossmacher held various senior management roles within the APAC division, including the Product & Solutions COO for the Private Banking division. In this role, he was responsible for developing the infrastructure, processes, and innovation for the private banking service offering. After re-joining Credit Suisse in 2009 from Barclays Capital, Mr. Schlossmacher was the Head of Structured Products for the Private Banking division for Asia Pacific and subsequently the deputy Market Group Head and Market Leader in the Malaysia market. Prior to this, he spent 17 years with Credit Suisse's Private Banking division in Singapore, Hong Kong and Zurich in management positions for investment product sales and advisory, investment consulting and portfolio management. Mr. Schlossmacher graduated from Chicago University Booth School of Business with a Master in Business Administration (Honors) and is a member of the CFA Institute.

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.

Jonathan is the founder and CEO of Red Pulse, a tokenized research ecosystem for China. He has over a decade of strategy consulting experience across various industries, with a specialization in financial services. Now at Red Pulse, Jonathan combines his financial expertise with pioneering technology to solve the problem facing all of us today: information overload. Jonathan received a Bachelors of Science in Engineering degree in computer and telecommunications engineering from the University of Pennsylvania, minoring in economics. He received an MBA from the UC Berkeley Haas School of Business, with concentrations in strategy and marketing. Jonathan is a CFA charterholder.

Tanmai used to be a Managing Director (Credit Trading) at Deutsche Bank before founding Canopy. He enjoys coding and trading.

Tanmai was in a front office trading floor role from Aug 1993 till Mar 2013. He has extensive cross asset-class, cross functional and cross geography experience, having worked across various functions including Trading (with stints in Client Coverage and Structuring as well), based in major financial centres including Singapore, Hong Kong, New York and Mumbai. 

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.

Gary is a Partner in the Risk Assurance practice of PwC Hong Kong with specialisation in the banking and financial services sector. He has extensive professional experience in the provision of assurance and advisory services to Hong Kong, Chinese, Macau, Taiwan and international financial services clients. Gary’s areas of expertise and experience include business process and application controls, IT systems and operational procedures implementation, e-banking/e-trading/e-payment, virtual bank and fintech, cyber security and data protection, corporate governance, operations and technology outsourcing, regulatory compliance and reporting, testing management, due diligence and process integration, business continuity and resilience management, data management and analytics, investigations, US-SOX/C-SOX, deposit protection, FATCA/CRS, IAS39/IFRS9, and BASEL regulatory framework, etc. Gary is a BA (Hons) in Accountancy and is a Practising Certified Public Accountant (CPA (Practising)) in Hong Kong. He has a number of other professional qualifications such as Fellow member of the Association of Chartered Certified Accountants (FCCA), Certified Information System Auditor (CISA), Certified Information Systems Security Professional (CISSP) and Financial Risk Manager (FRM). He is also a regular speaker at industry seminars, forums and training events.

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.

A recognised thought leader in the region, Mark is the EY Asia-Pacific Wealth & Asset Management Leader and Advisory Leader. He has led projects across the buy-side, including strategy, risk and regulations, operating model, customer and growth, with the majority of his time focused on business and digital transformation. Prior to joining EY, Mark spent over 20 years in the financial technology industry, providing services to the same community. This included fintech start-ups, VC raising and exits. He received a master’s degree from the University of Oxford.

Jamie Spence is Founder and Managing Director of Asian Link Ltd. He provides strategic expertise to a wide-range of CEO’s, Boards and Management teams of fast growing and innovative companies, ranging from early stage through to established global brands. He specialises is helping companies position themselves to attract strategic partners, and has worked with numerous local and international Consumer and Retail, E-commerce, Technology and Financial Services groups. Among his consultancies, Jamie has been a strategic advisor to Fintech, DollarSmart Global, and Insuretch, Galileo Platforms. Prior to Asian Link, Jamie spent 25 years in senior management positions with major global and investment banks, Macquarie Group, Bankers Trust, CBA, HSBC and RBC. He developed a broad range of industry leading, Global Markets, product sales and marketing teams across 15+ countries. Jamie has extensive regional Asia and international financial services, business leadership, investment and marketing experience. Originally from Australia and resident in Hong Kong since 2005, Jamie also serves in numerous Board, Senior Advisory, Community and Sports organisation roles.

Michelle has more than 15 years of Product and Marketing experience in Technology and Financial Service industry with extended exposure worldwide. Michelle is currently leading the Business Development function of FWD Insurance, responsible for driving new business development leveraging on innovative technology engagement. Before FWD, she had been with Hong Kong Applied Science and Technology Research Institute (ASTRI), Hong Kong Telecom (High Net Worth Segment, Group Loyalty, Payment Business), Huawei Technology, Nokia Siemens Network, etc, taken up marketing, product and business development roles with regional exposure. Michelle holds a Bachelor of Cognitive Science degree, Graduate Diploma in E-Commerce and a MBA from the University of Hong Kong. Apart from her role in FWD, Michelle also serves as Co-Founder of T3 Academy (a NGO dedicated to disrupt the engineering education and aiming to upskill young adult with AI & Data Analytics Skills), Advisory Member of FinTech Industry Alliance of China Academy of Information and Communications Technology (CAICT), AI Committee Co-Chair of FinTech Association HK, Founding Member of Women-In-Tech HK. Michelle is also being named as 2018 Top 25 FinTech Female Leader in HK by DigFin Group and InvestHK.

Clarie is Director and Head of Business Development in 360F. Before that she was Head of Insurance for the Asian practice in a globally active management consultancy firm. Clarie started her career in a Jardine Matheson subsidiary as a management trainee and eventually built up and headed the service operations department. She later switched paths, spending the last decade in the insurance/advisory industry, in front-line and back-end functions. During her consulting career, Clarie leveraged her distribution experience in strategic and large-scale implementation projects, connecting the dots across the value chain in life and general insurers for a holistic value-adding impact. Clarie studied Economics and Psychology at National University of Singapore (2000 – 2004), graduating with an honours degree. She obtained Master of Business Administration degree from Nanyang Technological University of Singapore (2013) and received the Swiss Federation Scholarship to complete the Master of Arts in Strategy & International Management from University of St. Gallen in Switzerland (2016). Clarie is also a certified Reiss Profile® Master.
 

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

Gabriel leads the R&D function at FNZ for the Asia-Pacific region. He is responsible for innovation and new product design enhancing FNZ’s core platform in new markets to support the strategic growth of our business in region. Gabriel joined FNZ in 2011 and has extensive experience in the solution architecture and implementation of FNZ platforms across a diverse range of propositions to market. He is familiar with the platform operating models across the jurisdictions we operate in globally, having based in London, Sydney, Wellington, and presently in Hong Kong.

Audrey Wong manages operations and financial affairs to deliver on Quantifeed’s business strategy. Audrey joined Quantifeed from Bank of America Merrill Lynch, where she was COO for the equities division in Asia Pacific. Audrey’s tenure at Merrill Lynch included senior assignments in Toronto and New York, before relocating to Hong Kong in 2006 to take a new role as the Finance Head of Equities Derivatives for APR. Her responsibilities expanded to CFO of APAC Equities in 2011 and CFO for APAC Global Markets in 2013. Audrey holds a Bachelor of Business Administration from Brock University of Ontario. She is also a Chartered Professional Accountant of Ontario and Chartered Financial Analyst. Audrey enjoys biking and swimming with her two children.

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.

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.