How are private wealth managers using ETFs today?

Wael Salem is the Chief Executive Officer at Tradesocio. In his role as CEO, Wael leads Tradesocio in providing tailored investment technology solutions. Wael leads a team that is passionate about innovation and digital transformation for financial organizations. Prior to becoming the CEO at Tradesocio, Wael was a Senior Technology Consultant at one of the largest financial institutions. He was an advisor, mentor and product lead for multiple financial institutions in Singapore, Dubai, London, Hong Kong, and Cyprus. As an experienced global wealth and asset manager, he has launched several funds capitalizing on investor markets in the Middle East and Southeast Asia. With a deep sophisticated understanding of the investment landscape, Wael’s aim in the next ten years is to establish Tradesocio as the go-to fintech studio that customizes technological solutions which drive the future of investment management. As an avid investor and technologist, Wael ardently mentors and grooms many Start-ups. He holds a degree in Information & Technology with a concentration in programming from the American University in Dubai. He is qualified as a CISI – Chartered Wealth Manager – Level 4.

10+ years of experience. Dhruv started his career as a Portfolio Trader at UBS Hong Kong and went on to become a Director and lead UBS's ETF efforts in the region. After an extensive career in finance, Dhruv joined and built Grofers, a Softbank and Sequoia backed leader in e-commerce.

Vivek Mohindra is the Co-Founder & Responsible Officer of KRISTAL.AI. He has over 20 years of experience in different big banks such as Natxis, UBS, Merril Lynch and CitiBank, mostly as a fixed income trader in Asia managing several hundred million USD of assets. He is a popular speaker on Fintech industry and was recently honored as the most-viewed Finance professional in Hong Kong by LinkedIn.

Freddy Lim is the Co-founder and the Chief Investment Officer of StashAway, a Singapore-based digital wealth management platform that is expanding Asia-wide. Freddy is considered an expert in quantitative macro investing and regime-based asset allocation. He is the architect behind StashAway's ERAA (Economic Regime-based Asset Allocation) which is a framework that identifies the right mix of asset classes for a given economic regime and makes forward looking adjustments based on medium term valuation gaps. Freddy was regularly invited to speak in the field and was notably the keynote speaker at the prestigious "Global Derivatives USA" conference (Chicago, Nov-2014) and at the RISK's Quant Congress USA (New York, July 2015). Prior to getting into FinTech, Freddy was a Managing Director and Global Head of Derivatives Strategy at Nomura. During his tenure, he built and spearheaded a global team that won the "Global Derivatives - Research and Strategy House of the Year" award by Global Capital (September 2015). Before Nomura, Freddy was a multi-asset portfolio manager at the Singapore arm of Millennium Capital Management. He held similar roles at Citi Capital Advisors and Citi Principal Strategies Group. Prior to moving to fund management, Freddy was APAC Head of G10 Rates Strategy for Citigroup and Head of Interest Rate Strategy at Morgan Stanley Japan.

Anthony Arthur, Director, is Head of iShares Asia ex Japan Wealth Distribution, covering iShares ETF distribution to global private banks. Prior to this role, Anthony was a member of the Asia Pacific corporate communications team, leading media relations for BlackRock’s ETF and Index business, as well as the Trading & Liquidity Strategies Group and Strategic Product Management divisions, across the region. Prior to joining BlackRock in August 2013, Anthony was a Senior Director in Strategic Communications at FTI Consulting, Hong Kong, where he advised financial services companies on their communications strategies. Previously, Anthony worked for MHP Consulting (and its founding agency; The Hogarth Partnership) in London, advising on media relations for financial services organisations such as Lazard, Rabobank, Robeco and Record Currency Management, as well as capital markets communications, including M&A and fundraising divisions for listed corporates. Anthony holds a Bachelor degree in History from Royal Holloway, University of London.

As Head of PMRO and Chief Investment Officer, Jean Chia is responsible for CIO Views, Investment Strategy, FX, Equity & Fixed Income Research, Discretionary Portfolio Management (DPM) & Advisory Portfolio Management (APM) teams at Bank of Singapore. She has over 20 years of experience in Private Banking and Asset Management. She was previously responsible for equities and derivatives as Head, Equities Advisory & Sales at Bank of Singapore, and Head of Client Advisory Services for Equities, Investment Products & Services (IPS) at UBS Wealth Management, Singapore. Prior to UBS, she was a Vice President at Allianz Dresdner Asset Management (now known as Allianz Global Investors). Jean graduated with an MA in Philosophy, Politics and Economics from University of Oxford, UK.

As Head of PMRO and Chief Investment Officer, Jean Chia is responsible for CIO Views, Investment Strategy, FX, Equity & Fixed Income Research, Discretionary Portfolio Management (DPM) & Advisory Portfolio Management (APM) teams at Bank of Singapore. She has over 20 years of experience in Private Banking and Asset Management. She was previously responsible for equities and derivatives as Head, Equities Advisory & Sales at Bank of Singapore, and Head of Client Advisory Services for Equities, Investment Products & Services (IPS) at UBS Wealth Management, Singapore. Prior to UBS, she was a Vice President at Allianz Dresdner Asset Management (now known as Allianz Global Investors). Jean graduated with an MA in Philosophy, Politics and Economics from University of Oxford, UK.

Vivek Mohindra is the Co-Founder & Responsible Officer of KRISTAL.AI. He has over 20 years of experience in different big banks such as Natxis, UBS, Merril Lynch and CitiBank, mostly as a fixed income trader in Asia managing several hundred million USD of assets. He is a popular speaker on Fintech industry and was recently honored as the most-viewed Finance professional in Hong Kong by LinkedIn.

Freddy Lim is the Co-founder and the Chief Investment Officer of StashAway, a Singapore-based digital wealth management platform that is expanding Asia-wide. Freddy is considered an expert in quantitative macro investing and regime-based asset allocation. He is the architect behind StashAway's ERAA (Economic Regime-based Asset Allocation) which is a framework that identifies the right mix of asset classes for a given economic regime and makes forward looking adjustments based on medium term valuation gaps. Freddy was regularly invited to speak in the field and was notably the keynote speaker at the prestigious "Global Derivatives USA" conference (Chicago, Nov-2014) and at the RISK's Quant Congress USA (New York, July 2015). Prior to getting into FinTech, Freddy was a Managing Director and Global Head of Derivatives Strategy at Nomura. During his tenure, he built and spearheaded a global team that won the "Global Derivatives - Research and Strategy House of the Year" award by Global Capital (September 2015). Before Nomura, Freddy was a multi-asset portfolio manager at the Singapore arm of Millennium Capital Management. He held similar roles at Citi Capital Advisors and Citi Principal Strategies Group. Prior to moving to fund management, Freddy was APAC Head of G10 Rates Strategy for Citigroup and Head of Interest Rate Strategy at Morgan Stanley Japan.

10+ years of experience. Dhruv started his career as a Portfolio Trader at UBS Hong Kong and went on to become a Director and lead UBS's ETF efforts in the region. After an extensive career in finance, Dhruv joined and built Grofers, a Softbank and Sequoia backed leader in e-commerce.

Wael Salem is the Chief Executive Officer at Tradesocio. In his role as CEO, Wael leads Tradesocio in providing tailored investment technology solutions. Wael leads a team that is passionate about innovation and digital transformation for financial organizations. Prior to becoming the CEO at Tradesocio, Wael was a Senior Technology Consultant at one of the largest financial institutions. He was an advisor, mentor and product lead for multiple financial institutions in Singapore, Dubai, London, Hong Kong, and Cyprus. As an experienced global wealth and asset manager, he has launched several funds capitalizing on investor markets in the Middle East and Southeast Asia. With a deep sophisticated understanding of the investment landscape, Wael’s aim in the next ten years is to establish Tradesocio as the go-to fintech studio that customizes technological solutions which drive the future of investment management. As an avid investor and technologist, Wael ardently mentors and grooms many Start-ups. He holds a degree in Information & Technology with a concentration in programming from the American University in Dubai. He is qualified as a CISI – Chartered Wealth Manager – Level 4.

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