Indonesian Wealth Management - Opportunities & Great Challenges

Head of Consulting and Product Management for Comarch Capital Markets. He holds a Ph.D. degree in Economics from the Cracow University of Economics and an Executive Master of Business Administration from the Stockholm University School of Business. He has been with Comarch since 1998, and specialises in investment management, investment advisory, market efficiency and performance measurement. He helps banks design processes and improve communication with clients in the area of wealth management and financial product distribution.

Keng Swee Koh, CFA is Executive Director/Head of Investment Product and Advisory, PT DBS Bank Indonesia. Keng Swee joined DBS group in Singapore in May 2008 and was in various DBS locations before moving to Jakarta in April 2019. Keng Swee is responsible for developing DBS Indonesia’s wealth management business which includes DBS Treasures Private Client and DBS Treasures. Keng Swee’s remit covers both offline and online strategies for investment products and advisory. Keng Swee has more than 10 years of wealth management experience spanning Singapore, Hong Kong and London. Prior to relocating to Jakarta in April 2019, Keng Swee worked in Hong Kong, where he oversaw DBS HK’s digital investment business. DBS HK then launched the award-winning iWealth, a best-in-class desktop and mobile app that allow clients to trade Equities, FX and Funds round the clock. Prior to moving to HK in 2015, Keng Swee worked in Singapore, where he headed up DBS Private Bank’s FX business. Before DBS, Keng Swee was in Citi’s offices in Singapore and London. Keng Swee has a BA, MA and MEng from Cambridge University. He was a former Singapore government scholar, and a CFA charterholder.

Edy has over 25 years of experience in national (Danamon) and multinational financial institutions (Citibank, Amex and AIG) under his belt, with expertise in insurance, banking and finance, capital markets, and corporate governance. He pioneered the founding of Generali Indonesia as Chief Executive Officer, spearheading it to become one of the top foreign players in the industry, earning its first annual profit in 2017, after only 8 years of operation. He is now active in Indonesia Life Insurance Association (AAJI) as AAJI Vice Chairman for R&D, Reporting and IT. He earned his bachelor's degree in Electrical Engineering from University of Brawijaya and MBA from the Institute of Management Development of Indonesia (IPMI) Jakarta. In addition, he is a Certified Professional Marketer (CPM) which is recognized by the Asia Pacific Marketing Federation, as well as a Fellow of Life Management Institute (FLMI) "With Distinction". As part of Generali, Edy also took part in Global Leadership Accelerator by Duke University; Global Leadership Program by Wharton, University of Pennsylvania; Global Leadership Program by IMD in Lausanne, Switzerland; Strategic Study Tour by IMD in Singapore and CEO Program by London Business School in London.

Nico Fernando began his career as a Global Maybank Apprentice at Maybank Kuala Lumpur, Malaysia. He’s experienced in business development for the segmentation of private wealth. Now, he is heading Maybank Indonesia's investment product division, responsible for Investment Products relating to Mutual Fund and Retail bonds to both retail and corporate clients. Last year in 2019, he was named the best Employee and Favorite Trainer of Maybank. Nico holds a Master's degree in Finance from University of Coventry, United Kingdom and is certified by the Chartered Management Institute (CMI), United Kingdom as Chartered Manager for Leadership, Coaching and Mentoring.

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.

Keng Swee Koh, CFA is Executive Director/Head of Investment Product and Advisory, PT DBS Bank Indonesia. Keng Swee joined DBS group in Singapore in May 2008 and was in various DBS locations before moving to Jakarta in April 2019. Keng Swee is responsible for developing DBS Indonesia’s wealth management business which includes DBS Treasures Private Client and DBS Treasures. Keng Swee’s remit covers both offline and online strategies for investment products and advisory. Keng Swee has more than 10 years of wealth management experience spanning Singapore, Hong Kong and London. Prior to relocating to Jakarta in April 2019, Keng Swee worked in Hong Kong, where he oversaw DBS HK’s digital investment business. DBS HK then launched the award-winning iWealth, a best-in-class desktop and mobile app that allow clients to trade Equities, FX and Funds round the clock. Prior to moving to HK in 2015, Keng Swee worked in Singapore, where he headed up DBS Private Bank’s FX business. Before DBS, Keng Swee was in Citi’s offices in Singapore and London. Keng Swee has a BA, MA and MEng from Cambridge University. He was a former Singapore government scholar, and a CFA charterholder.

Head of Consulting and Product Management for Comarch Capital Markets. He holds a Ph.D. degree in Economics from the Cracow University of Economics and an Executive Master of Business Administration from the Stockholm University School of Business. He has been with Comarch since 1998, and specialises in investment management, investment advisory, market efficiency and performance measurement. He helps banks design processes and improve communication with clients in the area of wealth management and financial product distribution.

Edy has over 25 years of experience in national (Danamon) and multinational financial institutions (Citibank, Amex and AIG) under his belt, with expertise in insurance, banking and finance, capital markets, and corporate governance. He pioneered the founding of Generali Indonesia as Chief Executive Officer, spearheading it to become one of the top foreign players in the industry, earning its first annual profit in 2017, after only 8 years of operation. He is now active in Indonesia Life Insurance Association (AAJI) as AAJI Vice Chairman for R&D, Reporting and IT. He earned his bachelor's degree in Electrical Engineering from University of Brawijaya and MBA from the Institute of Management Development of Indonesia (IPMI) Jakarta. In addition, he is a Certified Professional Marketer (CPM) which is recognized by the Asia Pacific Marketing Federation, as well as a Fellow of Life Management Institute (FLMI) "With Distinction". As part of Generali, Edy also took part in Global Leadership Accelerator by Duke University; Global Leadership Program by Wharton, University of Pennsylvania; Global Leadership Program by IMD in Lausanne, Switzerland; Strategic Study Tour by IMD in Singapore and CEO Program by London Business School in London.

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.

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.

Nico Fernando began his career as a Global Maybank Apprentice at Maybank Kuala Lumpur, Malaysia. He’s experienced in business development for the segmentation of private wealth. Now, he is heading Maybank Indonesia's investment product division, responsible for Investment Products relating to Mutual Fund and Retail bonds to both retail and corporate clients. Last year in 2019, he was named the best Employee and Favorite Trainer of Maybank. Nico holds a Master's degree in Finance from University of Coventry, United Kingdom and is certified by the Chartered Management Institute (CMI), United Kingdom as Chartered Manager for Leadership, Coaching and Mentoring.

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]