Independent Wealth Management Forum 2019

Rohit Bhuta is a senior executive with over 26 years’ experience, most of which (22 years) with the Macquarie Group. He has worked across eight key markets globally and has had extensive experience in the private banking, wealth management and asset management space. He has lived and worked in New Zealand, Australia, UK, South Africa, Malaysia, Hong Kong, India and Singapore. He has held senior leadership and strategic roles over the years, spanning multiple layers and levels of accountability. He is currently the CEO at Crossinvest (Asia) Pte Ltd, a family owned multi-generational independent asset management company providing (discretionary) investment management, investment advisory and family office solutions and services to investors globally. His role prior to this was working as a senior adviser to Macquarie Group’s Commodities and Financial Markets group, with a mandate to design and execute go-to-market strategies with the family offices, private banks and asset managers across Asia. His role prior to that and before a year-long sabbatical (2014), was the CEO of Religare Macquarie Private Wealth, a private wealth company domiciled in India but targeting high / ultra-high net worth investors globally. While Australia is home, he has operated out of South Africa since 2000 and Asia since 2005. Rohit has developed a deep understanding of the culture and the inherent nuances driving each economy within Africa and Asia, in particular within the wealth management / private banking industry.

Bryan Henning is a Senior Executive with over 30 years experience in financial services specialising in Wealth Management. Over the course of his career he has successfully built and run Wealth Management and Investment Product & Services businesses in Asia, Africa, the Middle East and Europe servicing Retail, Mass Affluent, HNW and UHNW client segments working in Leadership roles with Standard Chartered, Barclays and HSBC. He is currently residing in Singapore where he is managing private investment portfolios and providing consultancy services to a broad range of organisations within the Wealth Management industry. He has recently joined the faculty of the Wealth Management Institute supporting the provision of Product and Advisory Services courses. Bryan is a Canadian citizen and Singapore PR.

Based in Singapore, Rachel has 16 years of well-rounded business experience mainly in financial institutions. She is a business leader with passion in customer experience and digital. She currently heads the Digital Wealth team for dollarDEX, a direct to consumer investment platform owned by Aviva, and delivered 30% growth of assets in 2017.

Rachel helmed various leadership roles locally and regionally. She previously headed Customer Experience and Business Excellence for Aviva both in Asia and Singapore. As a pioneer of customer experience in Aviva, she set up Aviva’s customer experience capabilities in Asia and led various company-wide customer experience change initiatives, which delivered double digital improvement of Net Promoters Score for Aviva’s business in Asia.

Rachel has also been a digital innovator in Aviva for many years. She launched the first health & wellness digital proposition as part of Aviva’s group insurance offering to Singapore Armed Forces (SAF) in 2011. In 2014, she launched “Aviva Fit & Well” platform to provide tools and reward customers for maintaining a healthy lifestyle. Under her leadership and guidance, Aviva China launched an award winning health & wellness digital ecosystem in 2015.

Rachel holds a Master of Business Administration from INSEAD and is also a Certified Public Accountant (CPA).

Will Lawton serves as the Global Head of QUO. Will is an experienced financial services leader in wealth management, private banking and fintech, holding several leading positions across London, New York, Zurich and Singapore. Will’s experience includes strategy formulation and its implementation, sales and business development leadership, development and delivery of propositions, marketing function leadership and mobilising fintech wealth business transformation programmes. Will has extensive executive Board committee experience. Will’s focus prior to joining Tradingscreen to Head the QUO wealth proposition has been within the Fintech arena leading Eigencat, which is a digital investment platform based in Singapore Will has over 30 years of experience in the financial and commodity markets globally, of which 15 years have been spent in Asia. Will's most recent role was as Head of Investment Group for HSBC Private Bank in Singapore managing all discretionary, advisory and product services (including Corporate Finance) Will was with the Royal Bank of Scotland Group for 15 years. From 2005 to 2009 he was the Chief investment Officer for the Private Bank (RBS Coutts) based in Zurich and was a member of the Executive Committee. During Will's tenure as CIO, he also served as a Board Director of numerous RBS asset management funds registered in Cayman Islands. Prior roles at RBS included Head of Financial Markets, Singapore; Treasurer of RBS USA and Global Head of Futures and Options based in London. Will moved back to Singapore in 2009 with Standard Chartered as Group Head of Advisory and Solutions for the consumer bank division. Will started his career in London as a commodities trader.

Anthonia HUI is a self-made success story who started from humble beginnings. She is the co-founder of AL Wealth Partners, a specialty firm providing independent wealth advisory, fund management and multi-family office services, which holds the Monetary Authority of Singapore (MAS) Capital Markets Services License for global accredited and institutional investors. As a trusted advisor to families, Ms. Hui manages three to four generations of wealth and takes on board key family office functions. Ms. Hui has achieved great success and recognition in the international private wealth management arena with her exceptional drive, determination and perseverance. Ms. Hui is a former top banker in major international banks including Coutts, Credit Suisse, BNP Paribas and Citigroup, with over three decades of experience in private banking, wealth management and family offices in London, Paris, Zurich, Hong Kong and Singapore. Her in-depth, multidisciplinary knowledge and experience have given her international insights that few bankers can claim. Ms. Hui co-founded the Association of Independent Asset Managers in Singapore with other like-minded members, a professional body of Independent Asset Management (IAM) firms, to support the nation’s drive to be a leading global wealth management center. As President, Ms. Hui leads initiatives to assist members in promoting industry best practices as well as understand and meet regulatory issues related to IAM’s independent business model. In November 2014, Ms. Hui was conferred the title of “IBF Fellow” by the Institute of Banking and Finance (IBF), the standard-setting body for financial sector competencies in Singapore. The “IBF Fellow” is launched to recognize professionals who are key practitioners and thought leaders in the financial industry. Ms. Hui is credited for her exemplary role in developing the private banking and independent asset management (IAM) industries in Singapore. Ms. Hui was involved in setting up and implementing the “Financial Industry Competency Standards” (FICS), a benchmark-setting framework for professional achievement in the wealth management industry. The FICS is initiated and supported by MAS/IBF, where Ms. Hui is an active member in the Advisory Committee. Ms. Hui is also committed to grooming talent in the industry. She is a leader and influencer in the banking community and is frequently invited to speak at universities and investment bodies both in Singapore as well as abroad.  She lectures in workshops, seminars and courses to mentor students and professionals in wealth management and has contributed significantly in the design of professional courses and curriculum.   In addition, Ms. Hui also advises on restructuring of wealth management practices for financial institutions. She is a frequent speaker in international private wealth management and family office forums.

Starting out as an actuary, there is very little that Walter de Oude does not know about life insurance. As the founder and CEO of Singapore Life, he has achieved what many thought to be an almost impossible task - starting a life insurance company from scratch. This is a role for which he is very well suited - having had diverse experience in the industry in a variety technical actuarial roles with reinsurers and consulting firms, product development, marketing and C-Suite roles. Prior to starting Singapore Life, Mr de Oude was CEO of HSBC Insurance (Singapore), a member of the HSBC Bank Exco, and on the Board of HSBC Asset Management. He has lived in Singapore predominantly since 2000, and considers Singapore to be his long term home.

Bryan Goh is Bordier & Cie’s chief investment officer for Singapore.

He has over 20 years of investment management experience, with a focus on finding investment opportunities and solutions in under-researched, and overlooked regions of the economic and financial topology.

Before joining Bordier & Cie, he served as head of alternative investments at DBS Private Bank for over four years, during which he developed and originated liquid, regulated and transparent mutual fund products for clients.

Prior to that, Bryan was co-founder and partner at First Avenue, a global alternative investment advisory and capital placement firm with business lines encompassing both private funds and direct corporate transactions. During his time at First Avenue, he also served as its head of origination and due diligence.

He began his career in 1994 as an equities trader and later attained a portfolio manager position at Arab Bank PLC in London. In 2004, he joined the OAKS Family Office as a director, and was also appointed as its principal manager for hedge fund investments.

Bryan holds an MSc in Economics, Econometrics and Mathematical Economics from the London School of Economics.

Mr. Christophe Numa has 10 years of experience particularly in wealth management area at BNP Paribas and also handled a business unit in Kazakhstan. Mr. Numa has graduated from Skema BS, the 7th Top French Business School. He is in charge of relationship with customer in Europe and South East Asia

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.

As CEO of Covenant Capital, Edwin leads the firm’s strategic direction and drives business growth. He started his career with Salomon Smith Barney (SSB) in 2000, providing comprehensive investment advice to individual and institutional clients over the course of 12 years. As the key manager for the team’s discretionary multi-asset class portfolios, he oversaw the team’s portfolio decisions, including the use of options to hedge and generate income. Following the stint at SSB, he spent two years with DBS as a private banker, advising both high-net-worth and ultra-high-net-worth individuals and families. Before co-founding Covenant Capital, he was with Swaen Capital, an independent asset manager based in Singapore, leading the global asset allocation portfolio management team. Edwin graduated from the Nanyang Technological University’s Nanyang Business School in 2000 with a Bachelor of Business Studies, majoring in Financial Analysis. He obtained the Chartered Financial Analyst (CFA) designation in 2003 and Chartered Alternative Investment Analyst (CAIA) designation in 2007. He is also a member of the CFA Institute, CFA Singapore and the CAIA Association. He currently serves on the Association of Independent Asset Managers, Singapore, as the committee member overseeing Education. For leisure, Edwin enjoys mountain biking, running and adventure sports. He also serves as chairman of the board of a local church and currently holds the appointment of division liaison officer in his military unit.

Yai Sukonthabhund is Partner and CEO of Crossbridge Capital Asia. Crossbridge Capital is a global wealth management firm that provides independent and tailored investment solutions to private clients. Crossbridge Capital was founded in 2008 and has regulated offices in London, Singapore and Monaco with approximately US$3 billion under supervision. 

Prior to joining Crossbridge Capital, Yai worked at Deutsche Bank, Citibank and Bank Julius Baer. 

Gary Tiernan Is Head of Investments at Crossinvest Asia, a leading independent private wealth manager, based in Singapore, offering exclusive discretionary management, financial advisory and family office solutions. In this capacity, he is responsible for the suite of investment services as well as helping to grow the business and directly manage private clients. Prior to joining Crossinvest, Mr Tiernan worked for Standard Chartered Private Bank as a key member of the Global Management Committee where he held a number of senior leadership roles including Global Head of Investment Advisory, Fiduciary, and Sales Management. In addition to being a Member of the Global Investment Committee, he was also a Board Member of two trust companies. He has been based in Singapore since 2004 when he was appointed Asia Regional Head of Global Investments and Sales for Deutsche Bank Private Wealth Management. Before this he had spent 8 years in Switzerland and his last position was Regional Head of Product Management and Investment Solutions with Deutsche Bank in Geneva. Mr Tiernan began his financial markets career trading options in London with Morgan Grenfell Securities and progressed to leading options and proprietary trading teams in Investment Banking. He graduated from Sheffield University, U.K. with a BA in Economics, Accounting and Financial Management.

Sam joined the Cult Wines team in the Summer of 2013, having previously been working as a Portfolio Manager for a competitor. He holds a BSc in Property Agency and Marketing and achieved a Distinction in an additional wine industry module. In October 2013, he was awarded the title of Ecuyer in the Confrerie des Compagnons Goustevin de Normandie and has more recently been asked to reform the London chapter that has been dormant for almost two decades. With over five years under his belt as Senior Portfolio Manager in the London HQ, the offer to move to Singapore in 2018 to set up and manage the new office was hard to pass on. Taking pride in being the only chap in the office with little interest in Football; he instead focuses his attention on “proper sports” such as Rugby, Shooting, and Skiing; and takes general well-being and fitness seriously. When it comes to wine, Sam’s finds it hard to pass on a good Brunello but as he spends much of his spare time in London and Singapore’s top restaurants and wine bars, he’s equally happy taking guidance from Sommeliers on their recent discoveries.

Deep is an Executive Director and the Chief Capital Officer at EFA Group and maintains oversight of Investor Relations, Fund Financing and Strategic Partnerships for the firm. He leads and manages the investor acquisition process and executes the go-to market strategy with the aim to expand our client relationships. He started his career in industry, working at Coca Cola for several years before transitioning into banking and finance. He worked at ANZ Banking Group and Bank of America Merrill Lynch and was most recently the Head of Structured Trade & Loan Distribution. As the Head of APAC in this role, he oversaw a $12 billion loan book. Deep studied at RMIT University to gain a Bachelors in International Business, followed by time at Monash University where he pursued his Juris Doctor. He is also an Alumni of Harvard Business School where he graduated from the Program for Leadership Development – the school’s Executive MBA program.

Oliver is a banking professional with more than 25 years of experience as a senior banker and leader of high performing private banking teams. His guiding principle to success is his client centric approach and his deep understanding of cultural diversity. Oliver has been in Asia for most part of his career and his responsibilities and coverage span beyond Switzerland and London. He has also developed and expanded the private banking business of a banking institution in London and was responsible to setting up the private banking department of a newly created bank in Singapore beside managing his own clients. As a senior banker, Oliver has lead several successful team of private bankers with clients located in Europe, South East Asia, India, South America and segments such as the External Asset Managers and Global South Asian. Oliver holds a degree from the University of Lausanne Switzerland, an MBA from Cass Business School London and a specialisation from both the London Business School and Columbia Business School New York. Oliver is also a member of the Chartered Institute of Marketing.

After studying economics and business administration in the US at Washington University in St. Louis, Alex worked as a consultant in the representative office of AIG in Moscow. In 1996, he transferred to AIG Private Bank AG, Zurich, assuming responsibility for Private Banking in Central and Eastern Europe as well as general management of the Cyprus Branch. Beginning in 2001, Alex managed the Eastern European division of Credit Suisse in Singapore and established the bank as part of their International Wealth Management Group. In 2004, he joined senior management of Union Bancaire Privee in Zurich, with responsibility for market strategy and development of their entire Eastern European business.

Joining Credit Suisse in 1998 as an analyst, Philipp Piaz commenced his comprehensive career in private banking and wealth management. During his time at Credit Suisse, Philipp held a number of senior roles, relocating from Zürich to Singapore in 2001 to undertake Thailand Private Client Business Development in his role as Vice President. In 2004, Philipp joined the senior management of Deutsche Bank AG, with whom he was affiliated for 5 years. In his role as Director, Philipp was responsible for the development of Deutsche Bank’s Thai Private Client Business. In 2009, he became Co-Founder & Managing Partner at Finaport, overseeing the expansion of the firm's Asian operations. Philipp is a founding member of the Association of Independent Asset Managers (AIAM) in Singapore, and was appointed President of the AIAM in 2018. Philipp undertook Elementary Studies of Economics and Law at University of St. Gallen in Switzerland.

Larry Hatheway joined GAM Holding AG as group chief economist in 2015. Since September 2016, he has been group head of investment solutions and group chief economist, overseeing GAM's private clients, charities, multi asset and alternative investments solutions teams. Prior to joining the Group, he was managing director and chief economist at UBS Investment Bank. He was UBS’s global head of macro strategy from 2008 to 2012 and global head of asset allocation from 2000 to 2012. Larry was also UBS’s global head of fixed income and currency strategy. Before joining UBS in 1992, he held roles at the Federal Reserve, Citibank and Manufacturers Hanover Trust. Larry holds a PhD in economics from the University of Texas, an MA from the Johns Hopkins University, and a BA from Whitman College. He is based in Zurich.

Ms. Dua is engaged in client relations and business development for GMO’s Global Client Relations team located in the Singapore office. Prior to joining GMO in 2015, she was a Vice President at PIMCO in New York where she was responsible for coverage of corporate clients. Previously, she was an investment banker at Goldman Sachs & Co. in New York and London and has also worked at HSBC. Additionally, she has served as a consultant to the World Bank. Ms. Dua holds an MBA from Harvard Business School, a B.A in Politics, Philosophy and Economics (P.P.E) from Merton College, University of Oxford, and a B.A. in Economics from Lady Shri Ram College, University of Delhi. She is also a Rhodes Scholar (Oxford, 2002).

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.

Shirley Crystal Chua founded Golden Equator in 2012, which has today become a synergistic group of businesses comprising five businesses including a multi-family office, a fund management company, a personal finance management platform, a business consultancy, and a community-focused workspace. For close to 20 years, Shirley has been a trusted advisor for ultra-high-net-worth families and individuals (UNHWs). She currently also oversees the Group’s multi-family office, Golden Equator Wealth. An enterprising visionary, she has successfully leveraged a wealth of experience gained during her career to distil and master the exceptional art of business architecture.

Urs has been in the private banking industry for 34 years, and since 1986 in Asia. After expanding the private banking businesses of Credit Suisse, ABN AMRO and Clariden/Clariden Leu in Singapore and throughout Asia, he decided to go independent. In 2009, Urs founded HP Wealth Management Singapore Pte Ltd, with Michael Foo, the former Head of Clariden Leu's Portfolio Management unit, as the Chief Investment Officer. The company's focus is exclusively on looking after private clients, acting as an Independent Asset Manager. Over the years, the firm has added a well-developed Family Office capability, which includes expertise in Private Markets. Urs believes that an Independent Asset Manager can offer a client the best of both worlds: a custodian of choice coupled with truly independent investment advice. Urs is also a founding member of the Association of Independent Asset Managers (Singapore). Urs continues to believe that private banking is and remains a people's business and that the key aspect of building a successful business is the ability to listen to the client and to build strong relationships. Relationships last longer than products!

Scott Moore is Managing Director and Head of the Indonesia and Philippines offices at Henley & Partners. Scott has extensive experience dealing with high-net-worth individuals and their families concerning residence and citizenship planning. He holds a Bachelor of Commerce from the University of British Columbia and has attended the National University of Singapore.

Dominic Volek is Group Head of Private Clients at Henley & Partners and a member of the Executive Committee. Originally from South Africa, he now spends his time between London, Dubai, and Singapore as a private client specialist in residence and citizenship planning and provides advice to ultra-high-net-worth individuals and their families across the globe. His work targets countries that are deemed most attractive to wealthy individuals in terms of mobility, security, privacy, personal tax, estate planning, and lifestyle. He is also a member of the firm’s Government Advisory practice, providing strategic advice to governments on the design, implementation, and promotion of successful investment migration programs. Dominic is a certified Chartered Accountant CA (SA), holding both a Bachelor of Commerce in Accounting with Honors and Bachelor of Arts in Corporate Communication. Prior to joining Henley & Partners, Dominic had a successful career as part of the Senior Management team in one of the big four accounting and advisory firms in Singapore, South Africa, and the USA. Dominic is frequently sought after as a speaker and thought leader on residence and citizenship planning, and he regularly provides commentary on the Henley Passport Index. He has been interviewed by top-tier media such as BBC, Quartz, and Bloomberg.

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.

Mark Smallwood TEP is based in the UK from where he advises predominantly Asian UHNW families on the structuring and ongoing administration and management of their estate and succession plan, family office, investment process and governance. He sits on the Business Advisory Council of a successful privately held business spanning multiple jurisdictions. After nearly 35 years in financial services across the global, including the UK, Caribbean, Switzerland, Hong Kong and Singapore and having held senior positions in one of the leading global private banks, Mark has unique insights and brings an independent, unconflicted view which enables UHNW families to objectively evaluate their decision making process.

An accomplished senior banking executive with 25 years experience across the Americas, Asia, Africa and the Middle-East. Currently Chief Strategist at Investacrowd and active at several Fintech start-ups in advisory, board, and business development roles. At Standard Chartered Bank, led global sales and product for an over $3 Billion revenue Transaction Banking business covering cash & payments, trade, and securities services. At McKinsey & Company, was a financial services Practitioner serving leading multi-national, domestic, and government clients in the Americas and Asia.

Eugene Lau is a Vice President of Business Development for Singapore and Southeast Asia at Legg Mason’s Singapore office. Before joining Legg Mason, Eugene was with Allianz Global Investors where he held roles in Retail Business Development and Client Servicing, and has over 12 years’ experience in the asset management industry. Prior to that, he was with Aberdeen Asset Management where he held roles in Retail Business Development, Sales Support and Business Risk Management. Eugene graduated with a BSc (Hons) in Business from University of London.

Peter heads the EAM sales team at Leonteq Securities, providing product Ideas and trading strategies for EAMs and Family Offices in the Region. Peter is based in Singapore and has over 10 years of experience in structured products. Prior to Leonteq, Peter worked for Commerzbank and Tradition in similar roles. Peter holds a Bachelor of Science degree from Frankfurt School of Finance & Management.

"GD" as he is known by friends and colleagues, is Professor Emeritus of Corporate Strategy, International Business and Finance of The University of Michigan Ross School in Ann Arbor, MI where he taught from 1968 onward. Currently he serves as Chairman of the IMA Asia CFO Forum, Singapore and is on the faculty of NBS/NTU in Singapore. He continues to Executive Programs for UoM and NTU. He also maintains close relations with a number of academic institutions in Germany such as WHU Vallendar, Univ. des Saarlandes, und Weltwirtschaftliches Institut Kiel. His areas of interest comprise Multinational Corporate Strategy and Finance, International Financial Markets with focus on Asia, Risk Management and Corporate Governance.   Parallel to his academic career, he worked for extended periods with a number of multinational companies and government agencies as an advisor. He continues to serve on the Boards of Guinness/Atkinson, USA and was for many years the independent director on the board of subsidiaries of Ally Financial/GMAC Detroit, USA. He participates in managing the portfolios of several foundations. From 09/01 to 02/03 he was employed with McKinsey and Co. in Singapore, supporting the firm’s Corp. Governance practice in Asia. GD is a member of FEI Detroit has been for many years member of the Singapore Institute of Directors He is an advisor to FPAS and Securities Investors Association Singapore. Prof Dufey can always be reached at [email protected] & [email protected]

Richard Harris has pioneered Asian investment management for the last 37 years at senior levels for large global companies (including groups now known as JP Morgan and Citi) and regional boutiques. Mr. Harris has since been appointed to review a wide range of complex financial litigation and arbitration cases; including those concerning synthetic security derivatives, insider trading, misselling of financial products, misuse of price sensitive information and determination of quantum. His experience includes the review of both civil and criminal disputes, for Plaintiffs and Defendants, concerning shareholder structures, loan agreements, employment contracts and bank and client conflicts. He has given evidence in Court in both Hong Kong and Singapore, and completed a case domiciled in Japan. He has worked alongside forensic accountants and liquidators, as well as the HK Securities and Futures Commission. Richard Harris is CEO of Port Shelter Investment Management, which includes providing investment business management consulting and supervision as a Hong Kong Responsible Officer. Richard’s clients have included public and private institutions, investment managers, prominent industrial and political individuals, Boards, and Family Offices. Mr. Harris has substantial regulatory, Board and China experience. He has managed multi-asset long, derivative, hedge, and mutual funds for sovereign, endowment, institutional, pension, private and retail clients. As a consultant, his wide range of skills provides significant value for money. Richard is a well-known writer and broadcaster, published weekly in the South China Morning Post. He presents Radio Hong Kong’s daily financial programme, “Money for Nothing”. He is a regular Guest Host on CNBC Asia and Europe, and Bloomberg. He was first to coin the term ‘Lionomics’. These activities sit alongside his expert witness practice to maintain currency in the changing marketplace of finance. Mr. Harris holds a First Class Honour’s degree from King’s College London, Masters' degrees from London and Harvard (Harvard MBA 1986); and certificates from Peking and Stanford Universities. Mr. Harris is an aerobatic private pilot and a rugby player of some 52 years’ standing.

David Lai is a Partner and co-Chief Investment Officer of Premia Partners. Prior to Premia Partners, David was Executive Director and Responsible Officer at China Asset Management (HK) Limited where he supervised the company's investment activities and led the build-out of the company's ETF platform in Hong Kong, including launching the world's first cross-border RQFII-based ETF with over US$2 billion in AUM. Before that, David had been a portfolio manager since 2002 at Hang Seng Bank, Mirae Asset Global Investments, and Citic Securities International. David has demonstrated proven investment track record in both active and passive strategies, recognized by numerous industry awards. David holds a Bachelor of Business Administration degree in Finance and a Master of Science degree in Investment Management from the Hong Kong University of Science and Technology, and is a CFA charterholder.

Leonard Chinchay is the Vice President of Client Relations at Prodigy Network. Leonard is an accomplished Real Estate industry executive with more than 16 years of experience. He has worked alongside top management in leading the worldwide expansion of clients that invest in our commercial Real Estate projects for the past 6 years. His experience has driven Prodigy to raise more than $600 Million dollars in 42 countries, achieving profitability and helping expand our market share. In partnership with the executive team, Leonard creates leading-edge investors support solutions to accomplish the organization’s missions and goals. His strong contract management and negotiation skills, have raised customer retention by improving communication prioritization and radically shortening resolution times for investors. Prior to the post of VP of Client Relations, Leonard held a number of top management roles that helped in the development and growth of the company, since he started his career with our firm back in 2006. Leonard’s work experience includes eight years at a management level position within American Airlines, where he supervised 300+ employees and managed the day-to-day operation of 220+ flights per day. He is known for his strong project management skills, increasing organizational capacity through streamlining complex processes and helping customers manage their investment portfolios in our platform.

Jaydee is responsible for day-to-day operations of all departments at Raffles Family Office. Specialities:Business development, branding, ATL/BTL/TTL engagement, communications and media relations, senior-level account management and team leadership.

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

Martin joined INTL FCStone in Singapore at the beginning of 2014, and is responsible for its precious metal activities across the Asia region. Prior to joining INTL FCStone, Martin spent 14 years with Standard Bank, dedicated to the natural resources sector. After moving to Hong Kong in 2004, he assumed a number of roles for the Asia region including Head of Credit Risk, leading the bank's Structured Commodity Solutions team, and Head of its Structured Finance division for the region. Prior to joining Standard Bank, Martin spent 11 years with Barclays Plc in London in a number of different roles.

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

Damian Hitchen, Chief Executive Officer, Swissquote Pte Ltd Damian joined in January 2014 to drive Swissquote’s expansion strategy from being Switzerland’s largest online banking and trading platform into the Middle East & Asia region. During 2014-2019 inclusive he built a successful B2c-B2b office from the DIFC, Dubai with a major focus on the development and upgrade of the Bank existing institutional platform services. In July 2019, he relocated from Dubai to head up Swissquote’s new office in Singapore, which will act as the regional booking centre for its business development in the Asia-Pacific region, with a focus on professional, industry and institutional clients such as external asset-managers, insurance firms, securities brokerages, family offices and local - regional Banks/Private Banks. Prior to joining Swissquote, Damian worked in a number of senior roles for HSBC in the Middle East region, and as an Executive r Director for Falcon Private Bank, the Abu Dhabi owned Swiss Private Bank.

As the CEO of SystematicEdge, Alain’s focus is on combining his decades of portfolio management experience with new technologies and Quantitative Research to offer compelling investment solutions while compressing costs at all levels of the investment process. For the past 25 years, Alain has been directly in charge of multiasset class portfolio management and head of trading divisions for major European Investment Banks (Societe Generale, Commerzbank & Natixis), accountable for generating returns and managing risks. As Global Head of trading Alain was in charge of 50 traders across the globe, managing multi-asset portfolios totaling up to 30 billion euros of notional. Alain spent most of his career in Asia and was based in Paris, London, Tokyo and Hong Kong. Alain holds a Master’s Degree in Financial Markets and a Master’s Degree in Computer Science from Paris Dauphine University and a Bachelor’s Degree in Maths & Physics from Pierre & Marie Curie University in Paris. He holds SFC license type 9 (Asset Management).

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.

Noli has worked in the financial services industry across four continents for over 25 years. After working as a financial consultant for AXA in Los Angeles, Noli joined UnionBank of the Philippines in 1996 where he was the trust officer and later, the head of market risk management. In 2002 he moved to HSBC where he handled marketing, product development and training for the wealth management business. He was then assigned to the Channel Islands in the United Kingdom to train HSBC Bank International’s financial advisers around the world from 2005-08. He returned to Manila to head HSBC’s trust department before joining EastWest Bank where he was the trust officer and chief investment officer. Noli joined Singapore asset manager TriLake Partners Pte Ltd as their chief investment officer in 2016. A cum laude graduate of the University of the Philippines School of Economics, Noli has taught Advanced Investment Management in the university’s masteral program in Finance. He earned his CFA charter in 2001 and is a former president of the CFA Society of the Philippines. He remains an active volunteer with the CFA Program and has served CFA Institute in various working committees for the last fifteen years.

Eduard von Kymmel is the Head of VP Fund Solutions – the funds competency centre of internationally active VP Bank Group – as well as a president of the Board of Directors of VP Fund Solutions (Liechtenstein) AG and CEO of VP Fund Solutions (Luxembourg) SA. Eduard has close to 20 years experiences in the fund industry He is a licensed German attorney and holds an MBA degree in finance from the University of Wales, Great Britain.

Andrew Hendry is Head of Distribution Asia Pacific at Aberdeen Standard Investments based in Singapore. Andrew joined the business in 2018 from Westoun Advisors, where he was Managing Director and advised asset managers on strategic expansion and asset gathering. Before Westoun he was Head of M&G Investments Asia, where he launched the business in the region. Prior to this he was at The Capital Group Companies, during which time he worked in various groups including private equity, institutional client relations and global financial institution distribution. During his career he has worked in Los Angeles, London, Geneva, Singapore and Hong Kong. He has 24 years of experience in the investment management industry. Andrew graduated with an MBA from INSEAD and an MA in Economics and French from the University of St. Andrews is also a CFA charter holder. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

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.

Joining Credit Suisse in 1998 as an analyst, Philipp Piaz commenced his comprehensive career in private banking and wealth management. During his time at Credit Suisse, Philipp held a number of senior roles, relocating from Zürich to Singapore in 2001 to undertake Thailand Private Client Business Development in his role as Vice President. In 2004, Philipp joined the senior management of Deutsche Bank AG, with whom he was affiliated for 5 years. In his role as Director, Philipp was responsible for the development of Deutsche Bank’s Thai Private Client Business. In 2009, he became Co-Founder & Managing Partner at Finaport, overseeing the expansion of the firm's Asian operations. Philipp is a founding member of the Association of Independent Asset Managers (AIAM) in Singapore, and was appointed President of the AIAM in 2018. Philipp undertook Elementary Studies of Economics and Law at University of St. Gallen in Switzerland.

Jaydee is responsible for day-to-day operations of all departments at Raffles Family Office. Specialities:Business development, branding, ATL/BTL/TTL engagement, communications and media relations, senior-level account management and team leadership.

Shirley Crystal Chua founded Golden Equator in 2012, which has today become a synergistic group of businesses comprising five businesses including a multi-family office, a fund management company, a personal finance management platform, a business consultancy, and a community-focused workspace. For close to 20 years, Shirley has been a trusted advisor for ultra-high-net-worth families and individuals (UNHWs). She currently also oversees the Group’s multi-family office, Golden Equator Wealth. An enterprising visionary, she has successfully leveraged a wealth of experience gained during her career to distil and master the exceptional art of business architecture.

Anthonia HUI is a self-made success story who started from humble beginnings. She is the co-founder of AL Wealth Partners, a specialty firm providing independent wealth advisory, fund management and multi-family office services, which holds the Monetary Authority of Singapore (MAS) Capital Markets Services License for global accredited and institutional investors. As a trusted advisor to families, Ms. Hui manages three to four generations of wealth and takes on board key family office functions. Ms. Hui has achieved great success and recognition in the international private wealth management arena with her exceptional drive, determination and perseverance. Ms. Hui is a former top banker in major international banks including Coutts, Credit Suisse, BNP Paribas and Citigroup, with over three decades of experience in private banking, wealth management and family offices in London, Paris, Zurich, Hong Kong and Singapore. Her in-depth, multidisciplinary knowledge and experience have given her international insights that few bankers can claim. Ms. Hui co-founded the Association of Independent Asset Managers in Singapore with other like-minded members, a professional body of Independent Asset Management (IAM) firms, to support the nation’s drive to be a leading global wealth management center. As President, Ms. Hui leads initiatives to assist members in promoting industry best practices as well as understand and meet regulatory issues related to IAM’s independent business model. In November 2014, Ms. Hui was conferred the title of “IBF Fellow” by the Institute of Banking and Finance (IBF), the standard-setting body for financial sector competencies in Singapore. The “IBF Fellow” is launched to recognize professionals who are key practitioners and thought leaders in the financial industry. Ms. Hui is credited for her exemplary role in developing the private banking and independent asset management (IAM) industries in Singapore. Ms. Hui was involved in setting up and implementing the “Financial Industry Competency Standards” (FICS), a benchmark-setting framework for professional achievement in the wealth management industry. The FICS is initiated and supported by MAS/IBF, where Ms. Hui is an active member in the Advisory Committee. Ms. Hui is also committed to grooming talent in the industry. She is a leader and influencer in the banking community and is frequently invited to speak at universities and investment bodies both in Singapore as well as abroad.  She lectures in workshops, seminars and courses to mentor students and professionals in wealth management and has contributed significantly in the design of professional courses and curriculum.   In addition, Ms. Hui also advises on restructuring of wealth management practices for financial institutions. She is a frequent speaker in international private wealth management and family office forums.

Oliver is a banking professional with more than 25 years of experience as a senior banker and leader of high performing private banking teams. His guiding principle to success is his client centric approach and his deep understanding of cultural diversity. Oliver has been in Asia for most part of his career and his responsibilities and coverage span beyond Switzerland and London. He has also developed and expanded the private banking business of a banking institution in London and was responsible to setting up the private banking department of a newly created bank in Singapore beside managing his own clients. As a senior banker, Oliver has lead several successful team of private bankers with clients located in Europe, South East Asia, India, South America and segments such as the External Asset Managers and Global South Asian. Oliver holds a degree from the University of Lausanne Switzerland, an MBA from Cass Business School London and a specialisation from both the London Business School and Columbia Business School New York. Oliver is also a member of the Chartered Institute of Marketing.

Dominic Volek is Group Head of Private Clients at Henley & Partners and a member of the Executive Committee. Originally from South Africa, he now spends his time between London, Dubai, and Singapore as a private client specialist in residence and citizenship planning and provides advice to ultra-high-net-worth individuals and their families across the globe. His work targets countries that are deemed most attractive to wealthy individuals in terms of mobility, security, privacy, personal tax, estate planning, and lifestyle. He is also a member of the firm’s Government Advisory practice, providing strategic advice to governments on the design, implementation, and promotion of successful investment migration programs. Dominic is a certified Chartered Accountant CA (SA), holding both a Bachelor of Commerce in Accounting with Honors and Bachelor of Arts in Corporate Communication. Prior to joining Henley & Partners, Dominic had a successful career as part of the Senior Management team in one of the big four accounting and advisory firms in Singapore, South Africa, and the USA. Dominic is frequently sought after as a speaker and thought leader on residence and citizenship planning, and he regularly provides commentary on the Henley Passport Index. He has been interviewed by top-tier media such as BBC, Quartz, and Bloomberg.

Rohit Bhuta is a senior executive with over 26 years’ experience, most of which (22 years) with the Macquarie Group. He has worked across eight key markets globally and has had extensive experience in the private banking, wealth management and asset management space. He has lived and worked in New Zealand, Australia, UK, South Africa, Malaysia, Hong Kong, India and Singapore. He has held senior leadership and strategic roles over the years, spanning multiple layers and levels of accountability. He is currently the CEO at Crossinvest (Asia) Pte Ltd, a family owned multi-generational independent asset management company providing (discretionary) investment management, investment advisory and family office solutions and services to investors globally. His role prior to this was working as a senior adviser to Macquarie Group’s Commodities and Financial Markets group, with a mandate to design and execute go-to-market strategies with the family offices, private banks and asset managers across Asia. His role prior to that and before a year-long sabbatical (2014), was the CEO of Religare Macquarie Private Wealth, a private wealth company domiciled in India but targeting high / ultra-high net worth investors globally. While Australia is home, he has operated out of South Africa since 2000 and Asia since 2005. Rohit has developed a deep understanding of the culture and the inherent nuances driving each economy within Africa and Asia, in particular within the wealth management / private banking industry.

After studying economics and business administration in the US at Washington University in St. Louis, Alex worked as a consultant in the representative office of AIG in Moscow. In 1996, he transferred to AIG Private Bank AG, Zurich, assuming responsibility for Private Banking in Central and Eastern Europe as well as general management of the Cyprus Branch. Beginning in 2001, Alex managed the Eastern European division of Credit Suisse in Singapore and established the bank as part of their International Wealth Management Group. In 2004, he joined senior management of Union Bancaire Privee in Zurich, with responsibility for market strategy and development of their entire Eastern European business.

Will Lawton serves as the Global Head of QUO. Will is an experienced financial services leader in wealth management, private banking and fintech, holding several leading positions across London, New York, Zurich and Singapore. Will’s experience includes strategy formulation and its implementation, sales and business development leadership, development and delivery of propositions, marketing function leadership and mobilising fintech wealth business transformation programmes. Will has extensive executive Board committee experience. Will’s focus prior to joining Tradingscreen to Head the QUO wealth proposition has been within the Fintech arena leading Eigencat, which is a digital investment platform based in Singapore Will has over 30 years of experience in the financial and commodity markets globally, of which 15 years have been spent in Asia. Will's most recent role was as Head of Investment Group for HSBC Private Bank in Singapore managing all discretionary, advisory and product services (including Corporate Finance) Will was with the Royal Bank of Scotland Group for 15 years. From 2005 to 2009 he was the Chief investment Officer for the Private Bank (RBS Coutts) based in Zurich and was a member of the Executive Committee. During Will's tenure as CIO, he also served as a Board Director of numerous RBS asset management funds registered in Cayman Islands. Prior roles at RBS included Head of Financial Markets, Singapore; Treasurer of RBS USA and Global Head of Futures and Options based in London. Will moved back to Singapore in 2009 with Standard Chartered as Group Head of Advisory and Solutions for the consumer bank division. Will started his career in London as a commodities trader.

As CEO of Covenant Capital, Edwin leads the firm’s strategic direction and drives business growth. He started his career with Salomon Smith Barney (SSB) in 2000, providing comprehensive investment advice to individual and institutional clients over the course of 12 years. As the key manager for the team’s discretionary multi-asset class portfolios, he oversaw the team’s portfolio decisions, including the use of options to hedge and generate income. Following the stint at SSB, he spent two years with DBS as a private banker, advising both high-net-worth and ultra-high-net-worth individuals and families. Before co-founding Covenant Capital, he was with Swaen Capital, an independent asset manager based in Singapore, leading the global asset allocation portfolio management team. Edwin graduated from the Nanyang Technological University’s Nanyang Business School in 2000 with a Bachelor of Business Studies, majoring in Financial Analysis. He obtained the Chartered Financial Analyst (CFA) designation in 2003 and Chartered Alternative Investment Analyst (CAIA) designation in 2007. He is also a member of the CFA Institute, CFA Singapore and the CAIA Association. He currently serves on the Association of Independent Asset Managers, Singapore, as the committee member overseeing Education. For leisure, Edwin enjoys mountain biking, running and adventure sports. He also serves as chairman of the board of a local church and currently holds the appointment of division liaison officer in his military unit.

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

David Lai is a Partner and co-Chief Investment Officer of Premia Partners. Prior to Premia Partners, David was Executive Director and Responsible Officer at China Asset Management (HK) Limited where he supervised the company's investment activities and led the build-out of the company's ETF platform in Hong Kong, including launching the world's first cross-border RQFII-based ETF with over US$2 billion in AUM. Before that, David had been a portfolio manager since 2002 at Hang Seng Bank, Mirae Asset Global Investments, and Citic Securities International. David has demonstrated proven investment track record in both active and passive strategies, recognized by numerous industry awards. David holds a Bachelor of Business Administration degree in Finance and a Master of Science degree in Investment Management from the Hong Kong University of Science and Technology, and is a CFA charterholder.

Martin joined INTL FCStone in Singapore at the beginning of 2014, and is responsible for its precious metal activities across the Asia region. Prior to joining INTL FCStone, Martin spent 14 years with Standard Bank, dedicated to the natural resources sector. After moving to Hong Kong in 2004, he assumed a number of roles for the Asia region including Head of Credit Risk, leading the bank's Structured Commodity Solutions team, and Head of its Structured Finance division for the region. Prior to joining Standard Bank, Martin spent 11 years with Barclays Plc in London in a number of different roles.

Urs has been in the private banking industry for 34 years, and since 1986 in Asia. After expanding the private banking businesses of Credit Suisse, ABN AMRO and Clariden/Clariden Leu in Singapore and throughout Asia, he decided to go independent. In 2009, Urs founded HP Wealth Management Singapore Pte Ltd, with Michael Foo, the former Head of Clariden Leu's Portfolio Management unit, as the Chief Investment Officer. The company's focus is exclusively on looking after private clients, acting as an Independent Asset Manager. Over the years, the firm has added a well-developed Family Office capability, which includes expertise in Private Markets. Urs believes that an Independent Asset Manager can offer a client the best of both worlds: a custodian of choice coupled with truly independent investment advice. Urs is also a founding member of the Association of Independent Asset Managers (Singapore). Urs continues to believe that private banking is and remains a people's business and that the key aspect of building a successful business is the ability to listen to the client and to build strong relationships. Relationships last longer than products!

Scott Moore is Managing Director and Head of the Indonesia and Philippines offices at Henley & Partners. Scott has extensive experience dealing with high-net-worth individuals and their families concerning residence and citizenship planning. He holds a Bachelor of Commerce from the University of British Columbia and has attended the National University of Singapore.

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.

Richard Harris has pioneered Asian investment management for the last 37 years at senior levels for large global companies (including groups now known as JP Morgan and Citi) and regional boutiques. Mr. Harris has since been appointed to review a wide range of complex financial litigation and arbitration cases; including those concerning synthetic security derivatives, insider trading, misselling of financial products, misuse of price sensitive information and determination of quantum. His experience includes the review of both civil and criminal disputes, for Plaintiffs and Defendants, concerning shareholder structures, loan agreements, employment contracts and bank and client conflicts. He has given evidence in Court in both Hong Kong and Singapore, and completed a case domiciled in Japan. He has worked alongside forensic accountants and liquidators, as well as the HK Securities and Futures Commission. Richard Harris is CEO of Port Shelter Investment Management, which includes providing investment business management consulting and supervision as a Hong Kong Responsible Officer. Richard’s clients have included public and private institutions, investment managers, prominent industrial and political individuals, Boards, and Family Offices. Mr. Harris has substantial regulatory, Board and China experience. He has managed multi-asset long, derivative, hedge, and mutual funds for sovereign, endowment, institutional, pension, private and retail clients. As a consultant, his wide range of skills provides significant value for money. Richard is a well-known writer and broadcaster, published weekly in the South China Morning Post. He presents Radio Hong Kong’s daily financial programme, “Money for Nothing”. He is a regular Guest Host on CNBC Asia and Europe, and Bloomberg. He was first to coin the term ‘Lionomics’. These activities sit alongside his expert witness practice to maintain currency in the changing marketplace of finance. Mr. Harris holds a First Class Honour’s degree from King’s College London, Masters' degrees from London and Harvard (Harvard MBA 1986); and certificates from Peking and Stanford Universities. Mr. Harris is an aerobatic private pilot and a rugby player of some 52 years’ standing.

Noli has worked in the financial services industry across four continents for over 25 years. After working as a financial consultant for AXA in Los Angeles, Noli joined UnionBank of the Philippines in 1996 where he was the trust officer and later, the head of market risk management. In 2002 he moved to HSBC where he handled marketing, product development and training for the wealth management business. He was then assigned to the Channel Islands in the United Kingdom to train HSBC Bank International’s financial advisers around the world from 2005-08. He returned to Manila to head HSBC’s trust department before joining EastWest Bank where he was the trust officer and chief investment officer. Noli joined Singapore asset manager TriLake Partners Pte Ltd as their chief investment officer in 2016. A cum laude graduate of the University of the Philippines School of Economics, Noli has taught Advanced Investment Management in the university’s masteral program in Finance. He earned his CFA charter in 2001 and is a former president of the CFA Society of the Philippines. He remains an active volunteer with the CFA Program and has served CFA Institute in various working committees for the last fifteen years.

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.

Ms. Dua is engaged in client relations and business development for GMO’s Global Client Relations team located in the Singapore office. Prior to joining GMO in 2015, she was a Vice President at PIMCO in New York where she was responsible for coverage of corporate clients. Previously, she was an investment banker at Goldman Sachs & Co. in New York and London and has also worked at HSBC. Additionally, she has served as a consultant to the World Bank. Ms. Dua holds an MBA from Harvard Business School, a B.A in Politics, Philosophy and Economics (P.P.E) from Merton College, University of Oxford, and a B.A. in Economics from Lady Shri Ram College, University of Delhi. She is also a Rhodes Scholar (Oxford, 2002).

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.

Mark Smallwood TEP is based in the UK from where he advises predominantly Asian UHNW families on the structuring and ongoing administration and management of their estate and succession plan, family office, investment process and governance. He sits on the Business Advisory Council of a successful privately held business spanning multiple jurisdictions. After nearly 35 years in financial services across the global, including the UK, Caribbean, Switzerland, Hong Kong and Singapore and having held senior positions in one of the leading global private banks, Mark has unique insights and brings an independent, unconflicted view which enables UHNW families to objectively evaluate their decision making process.

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.