INDONESIA WEALTH MANAGEMENT FORUM 2022

Andrew Hendry is Head of Distribution, Asia at Janus Henderson Investors. In this role, his primary focus is to maintain, grow and diversify the distribution business across Asia (excluding Japan and Australia). Prior to joining the firm, he was head of distribution Asia Pacific at Aberdeen Standard Investments from 2018. He was a managing director at Westoun Advisors from 2016 and head of Asia Pacific, managing director with M&G Investments from 2011. Andrew began his career at The Capital Group Companies in 1998, most recently as director of Global business development from 2002. Andrew received his MA degree in Economics and French from St Andrews University and an MBA from INSEAD. He holds the Chartered Financial Analyst designation and has 24 years of financial industry experience

Meru Arumdalu is the Head of Wealth Management at Standard Chartered Bank, Indonesia. She is responsible all wealth management products (Investment, Treasury and Bancassurance product) covering retail clients and the business banking segments. Prior to assuming this role, she was Head of Managed Investment and WMPS at Standard Chartered Bank, Indonesia. She spent ten years at Citibank before joining Standard Chartered Bank in 2015.

Antony is an Indonesian citizen, born in Jakarta in 1974. Served as Commissioner since December 2013 and on March 2015, he was appointed as Director at PT Trimegah Asset Management. He has 18 years of experience in fund management. Started his career as Corporate Bond Quantitative Analyst at J.P. Morgan Investment Management Inc., New York, USA (1998 - 2000), Asian Macro/Equity Analyst at J.P. Morgan Fleming Asset Management Inc., Singapore (2000 - 2002), Asian Macro Analyst/Trader at PMA Investment Advisor Ltd., Hong Kong (2002 - 2003). Joined Fullerton Fund Management/ Temasek Holdings, Singapore (2003 - 2013) with the latest position as Senior Portfolio Manager. Earned BSc (Summa cum Laude) in Electrical Engineering, and M.Eng in Engineering Management from Cornell University, New York, USA. He holds Chartered Financial Analyst (CFA) certificate and Fund Manager License No. KEP-125/PM.211/WMI/2014 in 18 September 2014 officiated by OJK.

Zac has experience in all areas of international private client law including cross border tax, trust, estate, family, divorce and succession laws. Zac also has extensive experience advising in relation business family and family office governance and succession planning, and international private client regulatory laws, including the Common Reporting Standard, Mandatory Disclosure Rules, Economic Substance Rules and Beneficial Ownership Registers.

With almost 30 years of experience in the financial industry, Insurance, Investment, and Capital Market, Novi is a certified Investment Manager Representative. Novi also actively involve in the Indonesian Life Insurance Association and the Indonesian Sharia Life Insurance Association. And being the Chief Investment & Wealth in Prudential Indonesia, Novi is responsible to develop and communicate investment strategies and policies, as well as supervise and oversee the investment process.

Based in Singapore, Benjamin is passionate about helping business owners, crypto investors and high net worth families craft holistic and tax-compliant solutions for asset protection, legacy planning, crypto-fiat integration, and liquidity management. Additionally, his forte includes assisting international clients separate business risks from their family fortunes, as well as in areas of art, emigration, family governance, and real estate. He has more than 20 years’ experience advising on a wide range of transactions spanning diverse jurisdictions. He is presently also a faculty member of Singapore’s Wealth Management Institute, lecturing on Trust Regulations and Practices. Benjamin was a recognised key lawyer in the 2020 Legal 500 Asia Pacific and served on the Law Society of Singapore’s Tax & Trust Committee for two terms. He was most recently the Head of Private Client at EY Law Singapore. Credentials include: MSc (Real Estate); LLB (Honours); Diploma in International Trust Management (Distinction); Diploma in Financial Management (ACCA); and Certificate in Life Insurance (SCI).

Samdarshi Sumit is President Director and CEO of PT PFI Mega Life Insurance , Indonesia. PFI Mega Life insurance is a Joint Venture between Prudential Financial of the US and CT Corpora , one of the leading conglomerate groups in Indonesia with ventures in Banking , Finance , Retail and Media among others. Prior to his current role , he was the MD of Generali Insurance in Thailand and Chief Retail Officer of Generali Life Insurance in Thailand. Samdarshi has had a wide experience of leadership roles across Retail Financial services with Life insurance, General Insurance and Banking. He has lived and worked in India ,Vietnam, Thailand and Indonesia. Samdarshi is an alumnus of the Indian Institute of Management, Indore and spent his early corporate years at HDFC Bank ,the largest bank in India by market cap. He also pursues interests in Yoga and is a triathlete having completed his first Ironman 70.3 in 2019.

Kenny is the Principal Officer for Bill Morrisons International Ltd and also the Chief Marketing Officer of the group which holds a Securities Commission and Bank Negara licensed in Financial Advisory. Markets awareness and products savviness reflect Kenny Suen’s expertise as he leads the marketing function at Bill Morrisons Group. He has lead and driven wealth management initiatives through channel distributions during his stint with the banks like CIMB Bank, UOB Bank, Alliance Bank and Citibank of Malaysia. With a career spanning more than 25 years as a banking and financial services professional, Kenny understands the evolving landscape of various financial solutions, their relevance and their suitability to each of its clients. Kenny is able to design and deliver unique suites of financial solutions to help clients maximize and protect their portfolio. As a seasoned financial services professional, Kenny is familiar with the wealth management industry and has developed strong relationships with financial institutions in Malaysia and abroad. Kenny is well-suited to select, train and equip candidates with the right skills and expertise to become the leading financial advisory consultants across the region. Kenny has an MBA from Herriot-Watt Business School and graduated from RMIT University, Australia in 1996 with a Degree in Economics & Finance. Kenny holds a CFP and Syariah RFP and is also a Labuan FSA-licensed insurance broker.

Mr. Putra is the co-founder and Chief Executive Officer of Pinnacle Investment. He is a member of the firm's Executive and Investment Committee. Prior to establishing Pinnacle, he was a Managing Partner and investment manager at Ares Capital, a quantitative hedge fund and advisory firm based in Jakarta. Previously, Mr. Putra worked for Blackrock in New York, where he was responsible for providing strategic advice to institutional clients on portfolio/investment strategies, analytics, and risk management across various asset classes. He started his investment career as an analyst at Credit Suisse First Boston in New York. M.S. in Financial Engineering - University of Michigan, Ann Arbor B.S. in Computer Science - Arizona State University, Tempe

Aliang is a strategic manager with cross – functional expertise in business and financial analysis,
sell planning, marketing, and new business development. He has a strong business sense,
with a good track record in sales targets, with excellent negotiation skills. Possesses analytical
thinking and builds strong interpersonal relationships. Has a thorough understanding on planning, implementing & evaluating marketing and sales strategy.

Irene joined BMT on 1st November 2021. She has held various directorial and board member positions, and has extensive experience in the sales and marketing of Trust and Fiduciary services, and in leading Business Development teams. She has over 20 years’ experience within financial services, asset protection and succession planning industries. Irene is an MBA graduate and an active member of the Society of Trust and Estate Practitioners, and holds the STEP Certificate for Financial Services – Singapore, Trusts and Estate Planning and STEP Post Graduate Diploma in Private Wealth Advice. She was named “Professional of the Year 2016” for her contributions to the field of wealth management and financial services. Her extensive network of contacts, considerable knowledge and expertise, coupled with her passion for service excellence and a desire to help, have enabled her to build long lasting relationships as a trusted advisor to intermediaries and HNW clientele alike.

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.

Banesh is a Fintech services veteran and Pioneer in Technology & Operations management, having developed and implemented global strategies for executing digital capabilities and servicing of clients. He has managed senior global responsibilities in Operations and Technology for over 32 years, of which 23 years were in Citibank where he was responsible for servicing clients in 55+ international markets. During these years he pioneered the creation of several global Centers of Excellence for Operations and Technology that included implementing Digital Services. He was a member of Citigroup Global Consumer Planning Group, Citigroup Global Information Technology council, Citigroup Global Operations Council. In his last role he was a member of the Executive Committee and head of the Technology and Operations Group for one of Thailand’s leading Universal banking groups- Siam Commercial Bank. He was a Senior Advisor with Boston Consulting Group and is engaged as a Fintech investor and a Fintech Fund in the UK.

Ian Horsburgh is Country Head of Indonesia at Henley & Partners. With a background in wealth management, Ian who is a Certified Financial Planner (CFP®) has extensive experience dealing with high-net-worth profiles providing advice on global residence and citizenship planning.

Ivan was born in Semarang, 27 September 1976. He currently serves as Head of Wealth Management & Premier Banking in Commonwealth Bank Indonesia. In his capacity, Ivan is responsible to provide wealth management services by developing investments, bancassurance products and foreign exchange for retail bank clients in high-end affluent, affluent, and emerging affluent segments. In addition, his responsibilities also include digitizing customer experience by providing digital financial solutions for customers, developing Premier Banking value propositions to grow the number of high-end affluent and affluent clients. Ivan and his team contribute earn 2 (two) MURI awards in 2019, i.e.: the first bank that provide a comprehensive digital wealth managemen solution through CommBank SmartWealth app, and the first app in Indonesia that provides robo-advisory service for wealth management clients. Prior to joining Commonwealth Bank, Ivan was a Senior Vice President, Head of Wealth Management in Citibank Indonesia and also held various posts in Standard Chartered Bank, and American Express Bank. Ivan played key role in winning the 2019 Rising Star in Wealth Management Bank from The Assets Triple A, The Asian Banker’s Indonesian Best Wealth Management Bank in 2017 & 2018 with Commonwealth Bank and in 2015 with Citibank. He was one of Indonesia Future Business Leaders in 2016 and was selected as Indonesian Young Consumer Banker in 2010 from Indonesia’s SWA business magazine. Ivan holds a bachelor degree in Industrial Engineering from Universitas Parahyangan and a Master of Business Administration (MBA) from Institut Teknologi Bandung (ITB), is married with two children.

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

Meru Arumdalu is the Head of Wealth Management at Standard Chartered Bank, Indonesia. She is responsible all wealth management products (Investment, Treasury and Bancassurance product) covering retail clients and the business banking segments. Prior to assuming this role, she was Head of Managed Investment and WMPS at Standard Chartered Bank, Indonesia. She spent ten years at Citibank before joining Standard Chartered Bank in 2015.

Aliang is a strategic manager with cross – functional expertise in business and financial analysis,
sell planning, marketing, and new business development. He has a strong business sense,
with a good track record in sales targets, with excellent negotiation skills. Possesses analytical
thinking and builds strong interpersonal relationships. Has a thorough understanding on planning, implementing & evaluating marketing and sales strategy.

Andrew Hendry is Head of Distribution, Asia at Janus Henderson Investors. In this role, his primary focus is to maintain, grow and diversify the distribution business across Asia (excluding Japan and Australia). Prior to joining the firm, he was head of distribution Asia Pacific at Aberdeen Standard Investments from 2018. He was a managing director at Westoun Advisors from 2016 and head of Asia Pacific, managing director with M&G Investments from 2011. Andrew began his career at The Capital Group Companies in 1998, most recently as director of Global business development from 2002. Andrew received his MA degree in Economics and French from St Andrews University and an MBA from INSEAD. He holds the Chartered Financial Analyst designation and has 24 years of financial industry experience

Ian Horsburgh is Country Head of Indonesia at Henley & Partners. With a background in wealth management, Ian who is a Certified Financial Planner (CFP®) has extensive experience dealing with high-net-worth profiles providing advice on global residence and citizenship planning.

Based in Singapore, Benjamin is passionate about helping business owners, crypto investors and high net worth families craft holistic and tax-compliant solutions for asset protection, legacy planning, crypto-fiat integration, and liquidity management. Additionally, his forte includes assisting international clients separate business risks from their family fortunes, as well as in areas of art, emigration, family governance, and real estate. He has more than 20 years’ experience advising on a wide range of transactions spanning diverse jurisdictions. He is presently also a faculty member of Singapore’s Wealth Management Institute, lecturing on Trust Regulations and Practices. Benjamin was a recognised key lawyer in the 2020 Legal 500 Asia Pacific and served on the Law Society of Singapore’s Tax & Trust Committee for two terms. He was most recently the Head of Private Client at EY Law Singapore. Credentials include: MSc (Real Estate); LLB (Honours); Diploma in International Trust Management (Distinction); Diploma in Financial Management (ACCA); and Certificate in Life Insurance (SCI).

Irene joined BMT on 1st November 2021. She has held various directorial and board member positions, and has extensive experience in the sales and marketing of Trust and Fiduciary services, and in leading Business Development teams. She has over 20 years’ experience within financial services, asset protection and succession planning industries. Irene is an MBA graduate and an active member of the Society of Trust and Estate Practitioners, and holds the STEP Certificate for Financial Services – Singapore, Trusts and Estate Planning and STEP Post Graduate Diploma in Private Wealth Advice. She was named “Professional of the Year 2016” for her contributions to the field of wealth management and financial services. Her extensive network of contacts, considerable knowledge and expertise, coupled with her passion for service excellence and a desire to help, have enabled her to build long lasting relationships as a trusted advisor to intermediaries and HNW clientele alike.

Zac has experience in all areas of international private client law including cross border tax, trust, estate, family, divorce and succession laws. Zac also has extensive experience advising in relation business family and family office governance and succession planning, and international private client regulatory laws, including the Common Reporting Standard, Mandatory Disclosure Rules, Economic Substance Rules and Beneficial Ownership Registers.

Banesh is a Fintech services veteran and Pioneer in Technology & Operations management, having developed and implemented global strategies for executing digital capabilities and servicing of clients. He has managed senior global responsibilities in Operations and Technology for over 32 years, of which 23 years were in Citibank where he was responsible for servicing clients in 55+ international markets. During these years he pioneered the creation of several global Centers of Excellence for Operations and Technology that included implementing Digital Services. He was a member of Citigroup Global Consumer Planning Group, Citigroup Global Information Technology council, Citigroup Global Operations Council. In his last role he was a member of the Executive Committee and head of the Technology and Operations Group for one of Thailand’s leading Universal banking groups- Siam Commercial Bank. He was a Senior Advisor with Boston Consulting Group and is engaged as a Fintech investor and a Fintech Fund in the UK.

Antony is an Indonesian citizen, born in Jakarta in 1974. Served as Commissioner since December 2013 and on March 2015, he was appointed as Director at PT Trimegah Asset Management. He has 18 years of experience in fund management. Started his career as Corporate Bond Quantitative Analyst at J.P. Morgan Investment Management Inc., New York, USA (1998 - 2000), Asian Macro/Equity Analyst at J.P. Morgan Fleming Asset Management Inc., Singapore (2000 - 2002), Asian Macro Analyst/Trader at PMA Investment Advisor Ltd., Hong Kong (2002 - 2003). Joined Fullerton Fund Management/ Temasek Holdings, Singapore (2003 - 2013) with the latest position as Senior Portfolio Manager. Earned BSc (Summa cum Laude) in Electrical Engineering, and M.Eng in Engineering Management from Cornell University, New York, USA. He holds Chartered Financial Analyst (CFA) certificate and Fund Manager License No. KEP-125/PM.211/WMI/2014 in 18 September 2014 officiated by OJK.

With almost 30 years of experience in the financial industry, Insurance, Investment, and Capital Market, Novi is a certified Investment Manager Representative. Novi also actively involve in the Indonesian Life Insurance Association and the Indonesian Sharia Life Insurance Association. And being the Chief Investment & Wealth in Prudential Indonesia, Novi is responsible to develop and communicate investment strategies and policies, as well as supervise and oversee the investment process.

Mr. Putra is the co-founder and Chief Executive Officer of Pinnacle Investment. He is a member of the firm's Executive and Investment Committee. Prior to establishing Pinnacle, he was a Managing Partner and investment manager at Ares Capital, a quantitative hedge fund and advisory firm based in Jakarta. Previously, Mr. Putra worked for Blackrock in New York, where he was responsible for providing strategic advice to institutional clients on portfolio/investment strategies, analytics, and risk management across various asset classes. He started his investment career as an analyst at Credit Suisse First Boston in New York. M.S. in Financial Engineering - University of Michigan, Ann Arbor B.S. in Computer Science - Arizona State University, Tempe

Samdarshi Sumit is President Director and CEO of PT PFI Mega Life Insurance , Indonesia. PFI Mega Life insurance is a Joint Venture between Prudential Financial of the US and CT Corpora , one of the leading conglomerate groups in Indonesia with ventures in Banking , Finance , Retail and Media among others. Prior to his current role , he was the MD of Generali Insurance in Thailand and Chief Retail Officer of Generali Life Insurance in Thailand. Samdarshi has had a wide experience of leadership roles across Retail Financial services with Life insurance, General Insurance and Banking. He has lived and worked in India ,Vietnam, Thailand and Indonesia. Samdarshi is an alumnus of the Indian Institute of Management, Indore and spent his early corporate years at HDFC Bank ,the largest bank in India by market cap. He also pursues interests in Yoga and is a triathlete having completed his first Ironman 70.3 in 2019.

Kenny is the Principal Officer for Bill Morrisons International Ltd and also the Chief Marketing Officer of the group which holds a Securities Commission and Bank Negara licensed in Financial Advisory. Markets awareness and products savviness reflect Kenny Suen’s expertise as he leads the marketing function at Bill Morrisons Group. He has lead and driven wealth management initiatives through channel distributions during his stint with the banks like CIMB Bank, UOB Bank, Alliance Bank and Citibank of Malaysia. With a career spanning more than 25 years as a banking and financial services professional, Kenny understands the evolving landscape of various financial solutions, their relevance and their suitability to each of its clients. Kenny is able to design and deliver unique suites of financial solutions to help clients maximize and protect their portfolio. As a seasoned financial services professional, Kenny is familiar with the wealth management industry and has developed strong relationships with financial institutions in Malaysia and abroad. Kenny is well-suited to select, train and equip candidates with the right skills and expertise to become the leading financial advisory consultants across the region. Kenny has an MBA from Herriot-Watt Business School and graduated from RMIT University, Australia in 1996 with a Degree in Economics & Finance. Kenny holds a CFP and Syariah RFP and is also a Labuan FSA-licensed insurance broker.

Banesh is a Fintech services veteran and Pioneer in Technology & Operations management, having developed and implemented global strategies for executing digital capabilities and servicing of clients. He has managed senior global responsibilities in Operations and Technology for over 32 years, of which 23 years were in Citibank where he was responsible for servicing clients in 55+ international markets. During these years he pioneered the creation of several global Centers of Excellence for Operations and Technology that included implementing Digital Services. He was a member of Citigroup Global Consumer Planning Group, Citigroup Global Information Technology council, Citigroup Global Operations Council. In his last role he was a member of the Executive Committee and head of the Technology and Operations Group for one of Thailand’s leading Universal banking groups- Siam Commercial Bank. He was a Senior Advisor with Boston Consulting Group and is engaged as a Fintech investor and a Fintech Fund in the UK.

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.

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

Andrew Hendry is Head of Distribution, Asia at Janus Henderson Investors. In this role, his primary focus is to maintain, grow and diversify the distribution business across Asia (excluding Japan and Australia). Prior to joining the firm, he was head of distribution Asia Pacific at Aberdeen Standard Investments from 2018. He was a managing director at Westoun Advisors from 2016 and head of Asia Pacific, managing director with M&G Investments from 2011. Andrew began his career at The Capital Group Companies in 1998, most recently as director of Global business development from 2002. Andrew received his MA degree in Economics and French from St Andrews University and an MBA from INSEAD. He holds the Chartered Financial Analyst designation and has 24 years of financial industry experience

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