INDEPENDENT WEALTH MANAGEMENT FORUM – DUBAI 2024

Arjun Mittal was born in Zambia, went to boarding school (Haileybury College) in the UK from the age of 11, and studied at the London School of Economics obtaining both a BSc in Economics (1995) and a MSc in Economics & Philosophy (1996). After graduating from LSE, he worked in London for 7 years and then moved to Dubai in 2003 with his then employer American Express Bank. Arjun has made Dubai his home for the last 18 years, raising two children with his wife Nidhi, and enjoying a successful career in banking. The LinkedIn profile below shows Arjun’s timeline in Dubai in detail. He worked with American Express Bank from 2003-2008, culminating in a senior role as Team Leader. He then moved to Bank Sarasin as a Managing Director, which later became Bank Safra Sarasin (2012), and helped build the company into one of DIFC’s most successful wealth management providers. Arjun’s last position was as Deputy CEO for Bank J Safra Sarasin Asset Management. He decided to resign from the bank in November 2020 and pursue his passion and ambition to establish a high quality Multi Family Office in Dubai.

Jonathan worked in financial services for 30 years in London, New York, HK and Singapore. He began his career on the mortgage desk at Salomon Brothers in New York and London in the training program written about by Michael Lewis in Liar's Poker. He then worked in derivatives at Goldman Sachs and then moved to Deutsche bank, where he had various senior management roles including global head of institutional sales, head of the Asia Pacific region and then corporate finance head in Asian Pacific. His last job was global head of the Financial Markets division at Standard Chartered. He also founded an innovative event driven hedge fund in 2006 trading events in climate change - which was ahead of its time. Since 2017 he has been co-founder and CEO of Adatos, an AI company that delivers geospatial analysis of agriculture and carbon projects at large scale. He now lives in Dubai.

Romain Miginiac is a Fund Manager and Head of Research at Atlanticomnium SA. Romain joined Atlanticomnium in September 2018 and co-manages the GAM Sustainable Climate Bond and GAM Credit Opportunities strategies. Prior to this Romain was with Aberdeen Standard Investments where he spent the last two years as a credit analyst covering European financial institutions. Before that that, he held positions with KPMG and UBS in financial services audit and wealth management respectively. Romain holds a bachelor’s degree in economics from the University of Geneva and a master’s degree in finance from ESADE Business School. Romain is a CFA® Charterholder and has passed the CFA UK’s Certificate in ESG investing. He is based in Geneva.

David Doerig is the COO of Corecam Family Office. He spent several years in Taiwan and Hong Kong in different positions before moving Singapore over a decade ago. Most recently he was Executive Director, Head of Business Transformation Group – Asia at Royal Bank of Canada and prior to that, David was Vice President, Head of Product Management COO – Singapore at Credit Suisse. David holds a Master degree in Banking and Finance from the University of St. Gallen

Bryan Henning is a wealth management specialist with over 30 years of experience. He represents Eton Solutions as Senior Vice President of International Sales. Bryan is based in Singapore, where he leads Sales & Marketing efforts in the Asia Pacific region. As Senior VP of International Sales, he leads client interactions, sales, implementation, and services throughout the Asia Pacific region and supports all company operations in Singapore. Throughout his multi-decade career, Bryan has worked in banking and wealth management, leading divisions for Standard Chartered Bank, Barclays Wealth, and HSBC, where he developed and managed all aspects of wealth management offerings to retail, mass affluent, HNW, and UHNW clients. While Bryan has successfully built and run wealth management and investment product and services businesses in Africa, the Middle East, and Europe, the majority of his experience is based in Asia. He is a Permanent Resident of Singapore, where he currently resides, and he has Canadian and Australian roots.

Michel Longhini is the Group Head of Global Private Banking at First Abu Dhabi Bank (FAB) where he is responsible for strengthening the bank’s private banking proposition and reach by driving growth and depth across its international footprint. He focuses on enhancing FAB’s offering by ensuring that the bank’s Global Private Banking platform creates longterm prosperity for its clients through highly customised solutions and access to dynamic investment opportunities. Michel has three decades of experience in private banking and prior to joining FAB he was the CEO of Private Banking at Edmond de Rothschild in Switzerland. Before this, he was the CEO of Private Banking at Union Bancaire Privée (UBP SA) in Geneva. Michel spent a substantial part of his career in leading positions across BNP Paribas wealth management. In all his leadership positions, Michel managed teams and developed relationships with key clients based in the UAE. He is a graduate from the Emlyon Business School in Lyon, France.

Philip Rosenberg is Managing Director and Head of Distribution - Middle East. He looks after institutional, private wealth, and wholesale relationships across the region. Phil has been involved with asset management distribution for over 33 years, including fixed income, equities, and alternatives. He joined GAM Investments in 2010 and has been closely connected to the firm since 1998. Before joining GAM, Phil was an Executive Director at Julius Baer, in the Middle East team. He also worked at EFG Bank advising clients in the US, Middle East, and the UK. Prior to this, he held senior distribution and marketing roles at Liberty Ermitage, and Credit Lyonnais. Phil started his career at Lehman Brothers in 1989 where he was a pioneering member of the alternatives investment team. He studied sound engineering and music technology and holds the CFA Level III (IMC) and CISI Level 6 qualifications. He is based in London.

Stuart Ritchie is a Chartered Wealth Manager and Managing Partner of the Wealth Management Team. Stuart is part of the GSB leadership team, providing strategic direction to help the business reach its objectives. As a Chartered Financial Planner, Stuart works directly with executives and entrepreneurs as their trusted adviser, discovering their aims and ambitions to help create a personalised financial plan. This well-articulated plan supports clients in wealth creation, wealth preservation and succession planning.

With a passion for guiding clients during a career spanning 21 years in financial services, Dean is driven to deliver client-focused life planning solutions. Beginning his career with Friends Provident in 2001, Dean moved to the Middle East in 2007 with the Group. Since then, and based in Dubai, he has worked for Friends Provident International and Standard Life over the past 14 years. Dean holds a Bachelor of Science degree with Honours in Business Systems Modelling and qualifications from multiple insurance and wealth management bodies, including the Chartered Institute of Insurance (CII) and Chartered Institute for Securities and Investment

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!

Sunita is a well-known authority and legal adviser in the private wealth community. Her trusted relationships with UAE Regulatory authorities, financial advisors, corporate services providers, family offices and banks enable her to provide expert legal advice to her private wealth clients, especially in the GCC, Southwest Asia and Africa. She is a full member of STEP (Africa and Arabia) and often acts as moderator at international forums and conferences. As a thought leader, Sunita regularly publishes in prominent publications and participated, amongst other in the ground-breaking “Women in Wealth Management” GCC roadshow. She is recognised by various legal directories such as Chambers & Partners, Global Stars Report, and was peer-selected for the Private Client Global Elite Directory (2022 – 2023). Sunita has actively promoted women’s empowerment for young professionals in India and the Middle East and is a professional mentor for young female executives in the Middle East.

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.

Reach our to Mark: [email protected]

A value investor at heart, Tommaso has been managing institutional, family and individual wealth over a 17-year long career. He began in investment banking with UniCredit Group in Milan and Merrill Lynch and UBS Investment Bank in London, originating institutional equity and debt issuances and contributing on macroeconomic research papers. As the global financial crisis of 2008 hit Western markets, Tommaso moved on to advise wealth management clients in Dubai, Hong Kong and Singapore with both boutique and large operators. As he completed his MBA in Hong Kong in 2014, Tommaso continued to manage capital as a portfolio manager for large family offices in East Asia, running concentrated, high conviction portfolios. The underlying investment philosophy is Value Investing, which over the years has been modified to include a strong quantitative overlay made of proprietary algorithms. Today Tommaso manages the discretionary and advisory investment services at Index & Cie, based on deep fundamental research capabilities enhanced by quantitative market optimization. He obtained his MBA from Hong Kong UST during which he focused on Value Investing at London Business School, and his Master of Science and Bachelor of Arts from Bocconi University, Italy.

Erik brings a wealth of experience from renowned global organizations, specializing in several key domains. With a strong leadership background, he has been instrumental in fostering innovation, shaping strategies, and catalyzing business development, all while navigating complex transformations. Erik's technical acumen shines through his work in product development, data science, analytics, and real-time machine learning applications. His focus on data engineering has yielded insights that fuel organizational growth. Moreover, his expertise extends to portfolio management, risk mitigation, and market making. He's uniquely equipped to address risk from multiple perspectives, including his experience as an active risk-taker and his quantitative, technological, and regulatory insights. With a primary focus on asset allocation, derivatives, fixed income, eTrading, and systematic strategies, Erik boasts a comprehensive understanding of financial markets and effective trading approaches.

As Head of Client Value Management with Mashreq Private Banking, Navin is responsible for managing value proposition for Private Banking, developing corridor business in GCC, leading EAM & Intermediaries desk, Business Planning and Sales Governance. He ensures that our clients receive the best value proposition not only in this region but globally, and continuously strives to enable frontline with adequate tools to deliver the best client experience. He is an accomplished professional with 20 years of experience within GCC and India. He has undertaken different roles including Branch Banking, Quality & Training, Business Finance, Financial Controller and Analytics roles across leading organizations such as ABN Amro, Bank Muscat, ICICI and Unilever India, besides his 8 years in Mashreq. He has been instrumental in leading many projects including implementation of Core banking, Wealth Solutions, 5S & Six Sigma, SOX controls, Balanced Scorecard, VAT Implementation, Agile workstreams, Digitizing RM sales management tool, Automation, Change Management, BCP, Strategic growth and Brand positioning. He holds finance degrees from The Institute of Chartered Accountants of India & The Institute of Company Secretaries of India.

Biju leads the Family Office Strategy for Mashreq Private Bank, providing bespoke solutions required for Single or Multi Family Offices, ranging from investments, lending, and advisory services. Biju has nearly 30 years of diversified experience, having worked with several banks across Asia and the Middle East. He has worked with Mashreq for the last five years.

Noor graduated in 1972 from the then University of Singapore with a degree in Business Administration. Her experience spans more than 40 years in a broad range of banking and financial advisory services, specializing in investment banking, private banking and corporate finance for corporates, wealthy families and high net-worth individuals. Noor is Founder & CEO of NQ International Pte. Ltd, (NQI) established in 2007, to provide wealth advisory especially to family offices in Asia and the Middle East. NQI also provides talent mentoring and senior executive placement services to senior level executives including the C-suite. Diversity in age, ethnicity, gender and cultural sensitivity are key placement considerations. A frequent speaker at major international conferences, Noor addresses  issues relating to human capital, talent placement and retention, global wealth management, roles and responsibilities of directors and family office advisory. Noor is currently represented on the board or in an advisory capacity with several non-profit organisations. A co-founding member and past President of Breast Cancer Foundation, which she co-founded 27 years ago and remained its President for 8 years, Noor is also  board member and trustee of The Singapore Ireland Fund, board member, ISCA Cares (the charity arm of the Institute of Singapore Chartered Accountants), and a was joint deputy co-chairperson of BoardAgender in Singapore, an organization formed to encourage women to take on board positions, for diversity. Noor is also represented on the Disciplinary and Inquiry committees of the Singapore Dental Council, and the Inquiry committee of the Law Society, Singapore.NQI  is also engaged in not-for-profit activities which include various charity-related activities in which Noor is actively involved with. Currently these include aging, women’s health and well-being and mental wellness.Noor is married with 3 grown children and has 7 grandchildren, A daughter, wife, mother, grandmother, sister and friend, Noor is an avid musician and often helps to raise funds through music. Her motto in life is “Dare to Dream”

Anshu Kapoor has recently taken over the mantle to build Investment Management business. He is leading initiatives to create an Alternatives Assets platform (Private Equity and Hedge Funds). Anshu joined Edelweiss Group in 2010 to start the Private Wealth Management (PWM) business. Driven by a vision of creating “world’s most customer centric” wealth management business, Anshu grew the business 15x over last 7 years to US $17 billion in Assets under Advice (AuA) - to top #3 position in the industry. The business has been internationally acclaimed and awarded as the Best Private Bank, India by global publications like Global Finance (2018, 2019, 2020), Asiamoney (2017, 2018) and Asian Private Banker (2018, 2020). Prior to joining Edelweiss, Anshu was a Director at Merrill Lynch, where he was instrumental in developing Wealth Management business across India, Middle East, Asia Pacific and North America. Anshu has also worked in leadership positions in Consumer Banking and Capital Markets with HSBC and ICICI Bank. Anshu is passionate about scaling up businesses, technology and is an avid travel photographer. He is married with three kids.

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.

Fadi Barakat began his career in 2001 as a Financial Advisor with FFA Private Bank in Beirut. In 2005 he joined Investa Financial to head the trading division and help develop its online platform across asset classes. In 2008 he moved to Dubai where he held a senior role as a Portfolio Manager at ES Bankers. He subsequently worked at two prominent family offices as Chief Investment Officer. He joined REYL Finance (MEA) Ltd. as Chief Investment Officer in 2020 and is a member of the Executive Committee. Fadi Barakat graduated from the American University of Beirut (BSc Economics ‘02).

Damian leads Saxo Bank’s expansion strategy in the MENA region via the digital delivery of global trading platforms for direct/private clients and Institutional partners. Damian has been the CEO for 2 of the leading Digital Banks in the UAE over the last 10 years, being Swissquote Bank (Swiss) and Saxo Bank (Denmark). Saxo’s mission is the delivery of timely, relevant content and access to global financial markets, with a passion of constant innovation. Whether for our direct clients, or to our Partners serving their end-clients, our Vision is to enable people to fulfil their financial aspirations and make an impact. Prior to joining Saxo Bank, Damian worked in a number of senior roles for HSBC in the Middle East region, and as an Executive Director for Falcon Private Bank, the Abu Dhabi owned Swiss Private Bank.

Anmol is Founder and CEO - Three Comma Capital Advisors DIFC – a firm regulated by the Dubai Financial Services Authority. He is Responsible for the overall management of the firm. Functions range from attracting clients to the 3CCA service offering, advising them on financial risk management to making sure a professional team of people run the operations of the firm-one which is responsible and accountable to the clients and to the rules and regulations set in place by the regulator. Previously he worked for Standard Chartered Bank in Dubai.

Srutaban Mukhopadhyay serves as the Chief Product Officer (CPO) for Valuefy Solutions and is a senior member of the team. Based in India, he is the chief architect behind our product development and strategy, creating niche, problem-solving solutions for Banks, Wealth Managers, Independent Asset Managers, and Family Offices. With over two decades of diversified experience in Banking and Capital Markets, Srutaban is a qualified Chartered Accountant and an alumnus of the prestigious Indian Institute of Management, Lucknow. Before joining Valuefy, he was the Head of Investment Advisory and Multi Asset Class Portfolio Strategies at Barclays Private Bank, India, managing over USD 3.5 billion in AUM. His banking career includes diverse roles across product and program management functions during his tenures at Axis Bank (formerly UTI Bank), ABN Amro Bank N.V./RBS Bank N.V., and Barclays Bank Plc. Passionate about the synergy between Finance and Technology, he was a founding mentor at Barclays RISE, Mumbai chapter—a fintech startup incubator initiative. Srutaban is motivated by the vision to establish a leading global wealth tech firm out of India. His career is distinguished by profound expertise, a forward-thinking approach to product strategy, and a steadfast commitment to delivering scalable and strategic product solutions that ensure client success.

Eric has 30 years of experience in asset management and wealth management. He has held senior roles in management, sales and strategy as a Managing Director at AllianceBernstein, Hartford Funds and New York Life. Eric is based in Ho Chi Minh City and is responsible for sales and marketing for VinaCapital Asset Management’s retail and institutional businesses. Eric earned a BA from Occidental College in Diplomacy & World Affairs, with a Minor in Asian Studies.

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.

Michel Longhini is the Group Head of Global Private Banking at First Abu Dhabi Bank (FAB) where he is responsible for strengthening the bank’s private banking proposition and reach by driving growth and depth across its international footprint. He focuses on enhancing FAB’s offering by ensuring that the bank’s Global Private Banking platform creates longterm prosperity for its clients through highly customised solutions and access to dynamic investment opportunities. Michel has three decades of experience in private banking and prior to joining FAB he was the CEO of Private Banking at Edmond de Rothschild in Switzerland. Before this, he was the CEO of Private Banking at Union Bancaire Privée (UBP SA) in Geneva. Michel spent a substantial part of his career in leading positions across BNP Paribas wealth management. In all his leadership positions, Michel managed teams and developed relationships with key clients based in the UAE. He is a graduate from the Emlyon Business School in Lyon, France.

As Head of Client Value Management with Mashreq Private Banking, Navin is responsible for managing value proposition for Private Banking, developing corridor business in GCC, leading EAM & Intermediaries desk, Business Planning and Sales Governance. He ensures that our clients receive the best value proposition not only in this region but globally, and continuously strives to enable frontline with adequate tools to deliver the best client experience. He is an accomplished professional with 20 years of experience within GCC and India. He has undertaken different roles including Branch Banking, Quality & Training, Business Finance, Financial Controller and Analytics roles across leading organizations such as ABN Amro, Bank Muscat, ICICI and Unilever India, besides his 8 years in Mashreq. He has been instrumental in leading many projects including implementation of Core banking, Wealth Solutions, 5S & Six Sigma, SOX controls, Balanced Scorecard, VAT Implementation, Agile workstreams, Digitizing RM sales management tool, Automation, Change Management, BCP, Strategic growth and Brand positioning. He holds finance degrees from The Institute of Chartered Accountants of India & The Institute of Company Secretaries of India.

Damian leads Saxo Bank’s expansion strategy in the MENA region via the digital delivery of global trading platforms for direct/private clients and Institutional partners. Damian has been the CEO for 2 of the leading Digital Banks in the UAE over the last 10 years, being Swissquote Bank (Swiss) and Saxo Bank (Denmark). Saxo’s mission is the delivery of timely, relevant content and access to global financial markets, with a passion of constant innovation. Whether for our direct clients, or to our Partners serving their end-clients, our Vision is to enable people to fulfil their financial aspirations and make an impact. Prior to joining Saxo Bank, Damian worked in a number of senior roles for HSBC in the Middle East region, and as an Executive Director for Falcon Private Bank, the Abu Dhabi owned Swiss Private Bank.

Stuart Ritchie is a Chartered Wealth Manager and Managing Partner of the Wealth Management Team. Stuart is part of the GSB leadership team, providing strategic direction to help the business reach its objectives. As a Chartered Financial Planner, Stuart works directly with executives and entrepreneurs as their trusted adviser, discovering their aims and ambitions to help create a personalised financial plan. This well-articulated plan supports clients in wealth creation, wealth preservation and succession planning.

Bryan Henning is a wealth management specialist with over 30 years of experience. He represents Eton Solutions as Senior Vice President of International Sales. Bryan is based in Singapore, where he leads Sales & Marketing efforts in the Asia Pacific region. As Senior VP of International Sales, he leads client interactions, sales, implementation, and services throughout the Asia Pacific region and supports all company operations in Singapore. Throughout his multi-decade career, Bryan has worked in banking and wealth management, leading divisions for Standard Chartered Bank, Barclays Wealth, and HSBC, where he developed and managed all aspects of wealth management offerings to retail, mass affluent, HNW, and UHNW clients. While Bryan has successfully built and run wealth management and investment product and services businesses in Africa, the Middle East, and Europe, the majority of his experience is based in Asia. He is a Permanent Resident of Singapore, where he currently resides, and he has Canadian and Australian roots.

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!

Biju leads the Family Office Strategy for Mashreq Private Bank, providing bespoke solutions required for Single or Multi Family Offices, ranging from investments, lending, and advisory services. Biju has nearly 30 years of diversified experience, having worked with several banks across Asia and the Middle East. He has worked with Mashreq for the last five years.

Srutaban Mukhopadhyay serves as the Chief Product Officer (CPO) for Valuefy Solutions and is a senior member of the team. Based in India, he is the chief architect behind our product development and strategy, creating niche, problem-solving solutions for Banks, Wealth Managers, Independent Asset Managers, and Family Offices. With over two decades of diversified experience in Banking and Capital Markets, Srutaban is a qualified Chartered Accountant and an alumnus of the prestigious Indian Institute of Management, Lucknow. Before joining Valuefy, he was the Head of Investment Advisory and Multi Asset Class Portfolio Strategies at Barclays Private Bank, India, managing over USD 3.5 billion in AUM. His banking career includes diverse roles across product and program management functions during his tenures at Axis Bank (formerly UTI Bank), ABN Amro Bank N.V./RBS Bank N.V., and Barclays Bank Plc. Passionate about the synergy between Finance and Technology, he was a founding mentor at Barclays RISE, Mumbai chapter—a fintech startup incubator initiative. Srutaban is motivated by the vision to establish a leading global wealth tech firm out of India. His career is distinguished by profound expertise, a forward-thinking approach to product strategy, and a steadfast commitment to delivering scalable and strategic product solutions that ensure client success.

Erik brings a wealth of experience from renowned global organizations, specializing in several key domains. With a strong leadership background, he has been instrumental in fostering innovation, shaping strategies, and catalyzing business development, all while navigating complex transformations. Erik's technical acumen shines through his work in product development, data science, analytics, and real-time machine learning applications. His focus on data engineering has yielded insights that fuel organizational growth. Moreover, his expertise extends to portfolio management, risk mitigation, and market making. He's uniquely equipped to address risk from multiple perspectives, including his experience as an active risk-taker and his quantitative, technological, and regulatory insights. With a primary focus on asset allocation, derivatives, fixed income, eTrading, and systematic strategies, Erik boasts a comprehensive understanding of financial markets and effective trading approaches.

With a passion for guiding clients during a career spanning 21 years in financial services, Dean is driven to deliver client-focused life planning solutions. Beginning his career with Friends Provident in 2001, Dean moved to the Middle East in 2007 with the Group. Since then, and based in Dubai, he has worked for Friends Provident International and Standard Life over the past 14 years. Dean holds a Bachelor of Science degree with Honours in Business Systems Modelling and qualifications from multiple insurance and wealth management bodies, including the Chartered Institute of Insurance (CII) and Chartered Institute for Securities and Investment

David Doerig is the COO of Corecam Family Office. He spent several years in Taiwan and Hong Kong in different positions before moving Singapore over a decade ago. Most recently he was Executive Director, Head of Business Transformation Group – Asia at Royal Bank of Canada and prior to that, David was Vice President, Head of Product Management COO – Singapore at Credit Suisse. David holds a Master degree in Banking and Finance from the University of St. Gallen

Anmol is Founder and CEO - Three Comma Capital Advisors DIFC – a firm regulated by the Dubai Financial Services Authority. He is Responsible for the overall management of the firm. Functions range from attracting clients to the 3CCA service offering, advising them on financial risk management to making sure a professional team of people run the operations of the firm-one which is responsible and accountable to the clients and to the rules and regulations set in place by the regulator. Previously he worked for Standard Chartered Bank in Dubai.

Romain Miginiac is a Fund Manager and Head of Research at Atlanticomnium SA. Romain joined Atlanticomnium in September 2018 and co-manages the GAM Sustainable Climate Bond and GAM Credit Opportunities strategies. Prior to this Romain was with Aberdeen Standard Investments where he spent the last two years as a credit analyst covering European financial institutions. Before that that, he held positions with KPMG and UBS in financial services audit and wealth management respectively. Romain holds a bachelor’s degree in economics from the University of Geneva and a master’s degree in finance from ESADE Business School. Romain is a CFA® Charterholder and has passed the CFA UK’s Certificate in ESG investing. He is based in Geneva.

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.

Jonathan worked in financial services for 30 years in London, New York, HK and Singapore. He began his career on the mortgage desk at Salomon Brothers in New York and London in the training program written about by Michael Lewis in Liar's Poker. He then worked in derivatives at Goldman Sachs and then moved to Deutsche bank, where he had various senior management roles including global head of institutional sales, head of the Asia Pacific region and then corporate finance head in Asian Pacific. His last job was global head of the Financial Markets division at Standard Chartered. He also founded an innovative event driven hedge fund in 2006 trading events in climate change - which was ahead of its time. Since 2017 he has been co-founder and CEO of Adatos, an AI company that delivers geospatial analysis of agriculture and carbon projects at large scale. He now lives in Dubai.

Arjun Mittal was born in Zambia, went to boarding school (Haileybury College) in the UK from the age of 11, and studied at the London School of Economics obtaining both a BSc in Economics (1995) and a MSc in Economics & Philosophy (1996). After graduating from LSE, he worked in London for 7 years and then moved to Dubai in 2003 with his then employer American Express Bank. Arjun has made Dubai his home for the last 18 years, raising two children with his wife Nidhi, and enjoying a successful career in banking. The LinkedIn profile below shows Arjun’s timeline in Dubai in detail. He worked with American Express Bank from 2003-2008, culminating in a senior role as Team Leader. He then moved to Bank Sarasin as a Managing Director, which later became Bank Safra Sarasin (2012), and helped build the company into one of DIFC’s most successful wealth management providers. Arjun’s last position was as Deputy CEO for Bank J Safra Sarasin Asset Management. He decided to resign from the bank in November 2020 and pursue his passion and ambition to establish a high quality Multi Family Office in Dubai.

A value investor at heart, Tommaso has been managing institutional, family and individual wealth over a 17-year long career. He began in investment banking with UniCredit Group in Milan and Merrill Lynch and UBS Investment Bank in London, originating institutional equity and debt issuances and contributing on macroeconomic research papers. As the global financial crisis of 2008 hit Western markets, Tommaso moved on to advise wealth management clients in Dubai, Hong Kong and Singapore with both boutique and large operators. As he completed his MBA in Hong Kong in 2014, Tommaso continued to manage capital as a portfolio manager for large family offices in East Asia, running concentrated, high conviction portfolios. The underlying investment philosophy is Value Investing, which over the years has been modified to include a strong quantitative overlay made of proprietary algorithms. Today Tommaso manages the discretionary and advisory investment services at Index & Cie, based on deep fundamental research capabilities enhanced by quantitative market optimization. He obtained his MBA from Hong Kong UST during which he focused on Value Investing at London Business School, and his Master of Science and Bachelor of Arts from Bocconi University, Italy.

Fadi Barakat began his career in 2001 as a Financial Advisor with FFA Private Bank in Beirut. In 2005 he joined Investa Financial to head the trading division and help develop its online platform across asset classes. In 2008 he moved to Dubai where he held a senior role as a Portfolio Manager at ES Bankers. He subsequently worked at two prominent family offices as Chief Investment Officer. He joined REYL Finance (MEA) Ltd. as Chief Investment Officer in 2020 and is a member of the Executive Committee. Fadi Barakat graduated from the American University of Beirut (BSc Economics ‘02).

Anshu Kapoor has recently taken over the mantle to build Investment Management business. He is leading initiatives to create an Alternatives Assets platform (Private Equity and Hedge Funds). Anshu joined Edelweiss Group in 2010 to start the Private Wealth Management (PWM) business. Driven by a vision of creating “world’s most customer centric” wealth management business, Anshu grew the business 15x over last 7 years to US $17 billion in Assets under Advice (AuA) - to top #3 position in the industry. The business has been internationally acclaimed and awarded as the Best Private Bank, India by global publications like Global Finance (2018, 2019, 2020), Asiamoney (2017, 2018) and Asian Private Banker (2018, 2020). Prior to joining Edelweiss, Anshu was a Director at Merrill Lynch, where he was instrumental in developing Wealth Management business across India, Middle East, Asia Pacific and North America. Anshu has also worked in leadership positions in Consumer Banking and Capital Markets with HSBC and ICICI Bank. Anshu is passionate about scaling up businesses, technology and is an avid travel photographer. He is married with three kids.

Eric has 30 years of experience in asset management and wealth management. He has held senior roles in management, sales and strategy as a Managing Director at AllianceBernstein, Hartford Funds and New York Life. Eric is based in Ho Chi Minh City and is responsible for sales and marketing for VinaCapital Asset Management’s retail and institutional businesses. Eric earned a BA from Occidental College in Diplomacy & World Affairs, with a Minor in Asian Studies.

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.

Reach our to Mark: [email protected]

Sunita is a well-known authority and legal adviser in the private wealth community. Her trusted relationships with UAE Regulatory authorities, financial advisors, corporate services providers, family offices and banks enable her to provide expert legal advice to her private wealth clients, especially in the GCC, Southwest Asia and Africa. She is a full member of STEP (Africa and Arabia) and often acts as moderator at international forums and conferences. As a thought leader, Sunita regularly publishes in prominent publications and participated, amongst other in the ground-breaking “Women in Wealth Management” GCC roadshow. She is recognised by various legal directories such as Chambers & Partners, Global Stars Report, and was peer-selected for the Private Client Global Elite Directory (2022 – 2023). Sunita has actively promoted women’s empowerment for young professionals in India and the Middle East and is a professional mentor for young female executives in the Middle East.

Bryan Henning is a wealth management specialist with over 30 years of experience. He represents Eton Solutions as Senior Vice President of International Sales. Bryan is based in Singapore, where he leads Sales & Marketing efforts in the Asia Pacific region. As Senior VP of International Sales, he leads client interactions, sales, implementation, and services throughout the Asia Pacific region and supports all company operations in Singapore. Throughout his multi-decade career, Bryan has worked in banking and wealth management, leading divisions for Standard Chartered Bank, Barclays Wealth, and HSBC, where he developed and managed all aspects of wealth management offerings to retail, mass affluent, HNW, and UHNW clients. While Bryan has successfully built and run wealth management and investment product and services businesses in Africa, the Middle East, and Europe, the majority of his experience is based in Asia. He is a Permanent Resident of Singapore, where he currently resides, and he has Canadian and Australian roots.

Philip Rosenberg is Managing Director and Head of Distribution - Middle East. He looks after institutional, private wealth, and wholesale relationships across the region. Phil has been involved with asset management distribution for over 33 years, including fixed income, equities, and alternatives. He joined GAM Investments in 2010 and has been closely connected to the firm since 1998. Before joining GAM, Phil was an Executive Director at Julius Baer, in the Middle East team. He also worked at EFG Bank advising clients in the US, Middle East, and the UK. Prior to this, he held senior distribution and marketing roles at Liberty Ermitage, and Credit Lyonnais. Phil started his career at Lehman Brothers in 1989 where he was a pioneering member of the alternatives investment team. He studied sound engineering and music technology and holds the CFA Level III (IMC) and CISI Level 6 qualifications. He is based in London.