Indonesian Wealth Management : An Update and a Glimpse into the Future

Djoko is heading Investment Product and Advisory at PT Bank DBS Indonesia. He has been working in retail banking industry for more than 25 years with experience in sales & distribution, service quality, call center, and wealth management. He holds Bachelor Degree in Financial Management from Trisakti University and couple of licenses to support his role including WAPERD, AAJI, Treasury.

Abhra Roy is responsible for managing the Finacle Wealth Management product line, and also for charting its product strategy; this includes the management and development of the Wealth Management product line, managing client relationships with Banks and Financial Institutions and also working on the detailed product road map. Abhra specialises in the area of Private Wealth Management, Financial Advisory, Brokerage Operations, Custodial and Depository operations. He has published several thought papers on the role of Technology in the Wealth Management space. He draws from his rich experience of over twenty five years of working in financial institutions and technology domain.

Jeffry started his professional career from door to door Mutual Funds Salesman, sharpening his Wealth Management Skill especially in Product Operation in Banks, Asset Management, Insurance and Securities Company, before He founded Moduit, a Digital Wealth Management Platform for Independent Financial Advisors.

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.

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.

Pieter is passionate about how technology innovation creates new disruptive business models, especially in financial services markets. He has been working for 20+ years in the tech industry, and is P&L responsible for the APAC operation in additiv, the leading Swiss wealthtech vendor. Previously he was working for Capgemini in Europe and Orange in Asia, Middle East and Africa. Having worked on digital transformation projects in numerous countries, for the last 20 years his home has always been the Indonesian island of Bali.

Djoko is heading Investment Product and Advisory at PT Bank DBS Indonesia. He has been working in retail banking industry for more than 25 years with experience in sales & distribution, service quality, call center, and wealth management. He holds Bachelor Degree in Financial Management from Trisakti University and couple of licenses to support his role including WAPERD, AAJI, Treasury.

Abhra Roy is responsible for managing the Finacle Wealth Management product line, and also for charting its product strategy; this includes the management and development of the Wealth Management product line, managing client relationships with Banks and Financial Institutions and also working on the detailed product road map. Abhra specialises in the area of Private Wealth Management, Financial Advisory, Brokerage Operations, Custodial and Depository operations. He has published several thought papers on the role of Technology in the Wealth Management space. He draws from his rich experience of over twenty five years of working in financial institutions and technology domain.

Jeffry started his professional career from door to door Mutual Funds Salesman, sharpening his Wealth Management Skill especially in Product Operation in Banks, Asset Management, Insurance and Securities Company, before He founded Moduit, a Digital Wealth Management Platform for Independent Financial Advisors.

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.

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.

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.