Investment Solutions Forum 2016

Thanks to his father, Leonardo Drago spent his precocious childhood devising financial strategies on how to exponentially grow his pocket allowance. This challenge soon inculcated a love and appreciation of investments for him.

Leonardo made his first break into private banking at Banque Nationale de Paris (BNP) Hong Kong. He then moved to Credit Suisse in Singapore, taking on the role of deputy team head in the bank’s first Senior Client Partner team, where he stayed until his co-founding of AL Wealth Partners.

At AL Wealth Partners he manages a diversified portfolio of global investments targeting absolute returns, specialising in macro-economic strategies, derivatives, foreign exchange trading, stock-picking models and multiple asset classes. 

Leonardo is also a guest lecturer for several higher learning institutions in Asia, as well as a frequent speaker in investment and banking forums, including the Singapore Management University (SMU) where he runs wealth management seminars for banking professionals.

Anthony J. Harper “A.J.” is Chief Executive Officer and Co-Founder of Axial Partners. Axial provides access to managed accounts, integrating expertise from some of the world’s leading asset managers. Axial enables wealth managers to build and manage accounts separately for investors, from a global range of third-party investment strategies and multi-asset portfolios. With strategic backing and investments from industry leaders in asset management, investment research and venture capital, Axial offers a differentiated and flexible platform to create a first-of-its-kind managed accounts experience in Asia. Managed Account Partners Limited trades as Axial Partners.

Arnaud Tellier was appointed Head of Wealth Management, Singapore and South-East Asia in May 2018. Prior to his current position, he was Head of Investment Services, Asia since 2015 and CEO of BNP Paribas Wealth Management in Singapore from 2013 to 2015. Arnaud comes to this role with a solid background of more than 20 years in capital markets and has held various senior positions in Corporate and Investment Banking, as well as Wealth Management, across Europe and Asia. Arnaud has also held various positions within the Group in London, Paris and Madrid. In 2002, he was appointed Regional Head of Corporate and Investment Banking–Northern & Central Europe and from 2006-2010, the CEO and Country Head for Greece. Arnaud was Head of Corporate and Investment Banking for Turkey from 2010-2013. A Finance graduate of the French Business School, Arnaud is fluent in English and Spanish in addition to French.

Prashant is responsible for developing global asset allocations and investment strategies of the bank’s private clients in Asia in line with the global views of the bank in the various asset classes. His macro investment advice will be an important part of the bank’s investment thinking and portfolio construction. He will also support a broad range of investment research for relationship managers and high-net-worth clients. 

Prashant has close to 25 years of multi-asset class management experience across equities, fixed income, foreign exchange, and alternative investments, gained from multi-national experience in Asia, the United Kingdom and the United States. Prior to joining BNP Paribas, he was Senior Global Investment Specialist with J.P. Morgan Private Bank in Singapore.  His earlier experience includes tenures as co-Chief Investment Officer and co-Founder, Managing Partner of Cork Street Capital Advisors, a global equity alternatives firm based in London, and Head Portfolio Manager for the International Growth Opportunities and European Specialist Fund Strategies at Goldman Sachs Asset Management, also based in London

As Head of PMRO and Chief Investment Officer, Jean Chia is responsible for CIO Views, Investment Strategy, FX, Equity & Fixed Income Research, Discretionary Portfolio Management (DPM) & Advisory Portfolio Management (APM) teams at Bank of Singapore. She has over 20 years of experience in Private Banking and Asset Management. She was previously responsible for equities and derivatives as Head, Equities Advisory & Sales at Bank of Singapore, and Head of Client Advisory Services for Equities, Investment Products & Services (IPS) at UBS Wealth Management, Singapore. Prior to UBS, she was a Vice President at Allianz Dresdner Asset Management (now known as Allianz Global Investors). Jean graduated with an MA in Philosophy, Politics and Economics from University of Oxford, UK.

Pankaj Nagrath is a trading and investment professional with around 25 years of experience across multiple asset classes and markets. He is currently an Investment Counselor with Bank of Singapore, having joined late last year from Barclays Wealth in Singapore, where he was an Investment Advisor and Head of Discretionary Portfolio Management (DPM) Sales for Asia for around 2 years. Prior to joining Barclays, Pankaj was responsible for around USD 1 billion of AUM as the CEO and Head-Investments for Reliance Asset Management (Singapore) – the offshore asset management arm of India’s largest asset manager. Over his more than 8 years with the firm, he set up a global investment platform; structured, raised capital for and managed two absolute return hedge funds involving Indian and global equity, credit, FX and commodity markets; and also structured and managed a number of India centric long only funds and structured investment funds. Pankaj has previously worked as a trader with India’s largest and most active treasury at Reliance Industries Limited, where he traded various markets over his 5 year stint, including Indian FX and Rates and global macro markets (G10 FX/G3 Rates). Prior to that Pankaj had worked as an analyst and Head of Equity Research with leading Indian buy-side institutions and in investor relations roles.

Christian leads iShares distribution for Wealth, Retail and Asset Managers across Asia ex Japan and is based in Hong Kong. He moved from BlackRock Zurich in 2014 where he led the institutional iShares distribution team covering pensions, insurance and asset managers.

Prior to BlackRock, Christian spent 4 years at JPMorgan Investment Bank as a cross asset derivatives marketer covering Swiss institutional clients out of London. Christian started his career at UBS Investment Bank in the Graduate Program at the Fixed Income department selling interest rate derivatives and structured credit.

Christian obtained a bachelor and masters degree from the University of St. Gallen (HSG) in Switzerland and spent a semester at the Marshall MBA school at USC, Los Angeles.

Sally Kwok is a member of the iShares ETF Specialist team in Hong Kong. In this role, Sally is responsible for driving ETF sales and client education for Private Banks and Asset Managers in Asia ex Japan. Before joining BlackRock in 2013, Sally was part of the internship and graduate programs at Morgan Stanley and Citibank.

Sally earned a Bachelor of Science degree in Economics from The Wharton School, University of Pennsylvania in 2012 and spent one year studying abroad at Peking University.

Steven Moeller is head of Multi-Asset APAC Platform Strategy for Asia Pacific based in Hong Kong. Steven has over 28 years of global investment experience and has held a variety of roles in product management, product development and portfolio management. Prior to joining BlackRock in March 2016, Steven was with Franklin Templeton since 1999, working in New York, California and Hong Kong. He was most recently head of multi-asset solutions for Asia, where he successfully managed and developed global and locally-managed multi-asset portfolios across the region. He was previously instrumental in building out the firm’s global multi-asset capabilities and its global institutional platform. 

Prior to Franklin Templeton, Steven held positions at Fiduciary Trust, PIMCO Advisors (Columbus Circle Investors), Bankers Trust, and Wilshire Associates. 

A CFA charterholder, Steven earned a BS degree in economics and subsequently an MBA degree in finance and investments from the University of Wisconsin – Madison.

Mr. Huber heads the Credit Suisse Private Banking sales teams across Equities, Fixed income, Foreign Exchange and Structured Products. Mr. Huber also acts as Head of Structured Products for Asia Pacific for the Private Banking division. He works closely with Credit Suisse’s Investment Banking, external Investment Banks and Private Banking teams to provide a comprehensive platform and support for Relationship Managers and Investment Consultants in all aspects relating to Equities, Fixed Income, FX and Structured Product investments.

Directly after graduating from University, Mr. Huber joined Credit Suisse in 2005 as an internal consultant. In 2007 he moved to Structured Products and was based in Zurich and Hong Kong. In 2012 he was in charge for all cross-product investment offerings across the Private Bank. He holds a Masters in Banking & Finance from the University of St. Gall (HSG), Switzerland.

Rohit Jaisingh heads the Equity Investment Products team for the Private Bank and Consumer Banking business segments of DBS Bank in Singapore. He is also responsible for the infrastructural support in DBS Bank underpinning the advice and solutions relating to the asset class.

Marc Lansonneur joined DBS in October 2014. Based in Singapore, he is leading the Wealth Managed Solutions and Investment Governance group. His team of specialists cover managed products such as Funds (Unit Trusts, Private Equity, Hedge Funds), Funds Selection and Discretionary Portfolios. Marc is a member of DBS Group Sustainability Council. Previously Marc was working for Société Générale where he held various positions in Private Banking, Corporate and Investment Banking in Asia, Europe and America. He has more than 20 years of experience in the financial industry. A French National, Marc holds a Master in Business Administration from E.S.S.E.C in Paris (France).

Akshay leads a regional team in Asia, looking after cross asset Structured Products for Deutsche Bank Wealth Management.

In his current role he is responsible for providing bespoke solutions for clients investment and hedging needs and raising the profile of Deutsche AWM with external stakeholders.

He has been with Deutsche Bank since 2007. Prior to joining Deutsche Bank, he worked at Citigroup in multiple functions.

He has a Bachelors in Computing in Computer Science, National University of Singapore.

Tuan Huynh is currently the regional Head of Portfolio Management for Asia Pacific. He is responsible for all discretionary mandates such as multi-asset portfolios, fixed income portfolios and equity portfolios.

Tuan started his apprenticeship in 1993 at Deutsche Bank. Thereafter he studied Business Administration focusing on finance and banks at Düsseldorf University. During this time he had several internships in Germany at Deutsche Bank. After graduation in 1999, he started working as a portfolio manager for private clients at Deutsche Bank in Düsseldorf where he was responsible for benchmark strategies and portfolios with special directives. In April 2004, Tuan moved to Frankfurt and was responsible for benchmark portfolios and investment funds within Private Asset Management (PAM), heading a team of portfolio managers with total assets under management of ca. one billion Euro. He had the responsibility for the investment performance of all benchmark portfolio strategies within Private Asset Management.

Scott Collison is Head of Alternatives, Asia at Franklin Templeton Investments, based in Singapore. In this role, he is responsible for developing the firm's alternative investment businesses in Asia. Franklin Templeton's range of alternative products include hedge funds, private equity, private debt, real estate, infrastructure and commodities, as well as bespoke alternative investment solutions.

Scott Collison has over 20 years of experience in the financial markets, whereby 18 years of his experience has been in institutional investing and in building alternative asset management businesses. Prior to joining Franklin Templeton in 2013, Scott was the CEO of Talos Strategies, an advisory business for both traditional and alternatives asset managers. Before Talos Strategies, Scott was the CIO and CEO for Orvent Asset Management, where he founded and managed the Orvent Fund - the 2nd largest Asian hedge fund start up in 2011. Scott's earlier roles also included being the sole Portfolio Manager of an internal fund at Millennium Partners in Singapore, sole Portfolio Manager of the Rubicon Asia Special Events Fund, as well as Director at Credit Suisse First Boston (CSFB) for over 12 years.

Scott has a Bachelor of Economics from the University of Western Australia, as well as a Graduate Diploma in Applied Finance and Investment from the Securities Institute of Australia.

Simon Ip is the Head of Markets & Investment Solutions for Indosuez Wealth Management in Singapore. He oversees the local teams providing trading and advice on products including equity, fixed income, forex, precious metals, structured product, as well as discretionary portfolio management and private equity.

Simon joined Credit Agricole in 2005 and before that worked at various Private Banks and Asset Management businesses.

Simon is graduated from University of Warwick (U.K.) and a CFA charterholder. He has more than 19 years’ experience in Investment Advisory and Portfolio Management.

Roger Meier serves as Head of Structured Products Sales Asia at Bank Julius Baer, based in Singapore.

Roger is responsible for managing the structured product business in Asia and leads the teams in Singapore and Hong Kong.  The Bank offers a full spectrum of equity, FX, commodities and rates / fixed income structured products to private clients based on an open architecture approach.

Roger joined Julius Baer in Zurich in 2004.  He relocated to Singapore in 2007 to build the FX Structured Products business for Julius Baer and asumed his current role in 2010.  He had previously worked for Credit Suisse and Hypovereinsbank.

Roger holds a bachelor degree in economics from the University of Applied Science in Zurich.

Chinmay Patil heads the cross asset structured products sales team at Leonteq Securities covering Private & Retail Banks in Singapore and Hong Kong. Chinmay has more than a decade experience in structured products and derivatives. Before joining Leonteq, Chinmay held various positions at Deutsche Bank and BBVA as structured products specialist and later as a portfolio manager at a family office. Chinmay holds Bachelor of Technology in Aerospace Engineering from Indian Institute of Technology, Mumbai.

Arthur is a Senior Investment Analyst for Morningstar Research Pte Ltd. He currently leads numerous projects involving asset allocation advisory, model portfolios construction as well as mutual fund/unit trust selection. His clients ranges from Private Banks, Governments to Fin-Tech.

Prior to joining Morningstar, Arthur was a Senior Investment Analyst at finexis advisory Pte Ltd, one of the largest financial advisory firms in Singapore. During his tenure in finexis, Arthur’s responsibilities include financial market research, mutual fund advisory and due diligence and creating/maintaining model portfolios. Prior to finexis, Arthur spent several years as a research analyst (equities) as well as a Fund administrator.

Arthur holds a master’s degree in Finance from University College Dublin with first class honors. He is a CFA and CAIA Charterholder.

Dr. Kim is the founder and chief executive officer of Neo Risk Investment Advisors (NeoRisk), a Hong Kong-based investment adviser and fund manager that uses innovations in financial engineering such as quantitative risk models, advanced asset allocation and derivatives to improve investment performance.
Prior to founding NeoRisk, Dr. Kim served as managing director and head of the regional investor derivatives business for Citi Global Markets Asia until his departure in May 2013. The group engaged with a variety of clients across the region covering equity, fixed income and hybrid investment products for portfolio asset allocation, risk management, yield and hedging solutions, and was recognised as the leader in structured investment products by numerous financial industry publications. Dr. Kim originally started at Salomon Brothers (a predecessor of Citi) in 1993, and worked in a number of capacities over the course of his twenty-year career with Citi, including head of regional sales and structuring, and senior equity derivatives trader, both in Hong Kong, and quantitative research analyst in New York. Prior to joining Salomon, he was a lecturer at Princeton University. Dr. Kim started his career on Wall Street in corporate finance at Kidder, Peabody & Co. in 1986. He earned his B.A. in economics, magna cum laude, from Harvard University and his Ph.D. in economics from Princeton University. In addition, Dr. Kim teaches as an Adjunct Professor of Finance at the Hong Kong University of Science and Technology, is a Board member and incoming Board chair of the Hong Kong International School, and served as a past president of the American Club of Hong Kong.

Juan Aronna is the head of Investment Solutions and Products at Royal Bank of Canada's Wealth Management business in Asia, based in Hong Kong. He joined RBC Wealth Management Asia in 2014 from UBS Wealth Management, Asia Pacific, where he held the role of executive director and head of Asia Portfolio Management Hub and head of Investment Solutions Singapore for 12 years. Juan is the chairman of Asia Investment Committee (AIC). He is responsible for the portfolio strategy. Juan holds a MBA degree in Economics from the University of Fribourg, Switzerland, with a specialization in macroeconomics and monetary policy.

Patrick is the Global Head of Wealth Solutions, Sales Strategy & Execution, for Refinitiv based in Singapore. In leading this global team, his objective is to ensure that Refinitiv’s products & services meet the needs and expectations of wealth management customers & prospects across ASEAN. Prior to this role, Patrick was Head of Proposition Sales, ASEAN from Jan 2020 to Dec 2021 and Head of Market Development for Wealth – APAC at Refinitiv until Dec 2019. Patrick joined the Financial & Risk division of Thomson Reuters in 2014, which became Refinitiv in October 2018. Previously Patrick worked within the private banking industry in Singapore as Head of the European Desk at Barclays Wealth and Head of Private Banking at VP Bank (Singapore). He moved to Singapore in 2008 from London where he was a team leader for Barclays Wealth. Patrick is a Chartered Fellow of the Chartered Institute for Securities & Investment and has a BSc in Statistics from the University of Newcastle upon Tyne. Outside of work his focus is on being a husband, a father, a runner and a Scotsman.

Nicolas Rigois looks after the Wealth Market Products & Sales team in Singapore. Nicolas has more than 15 years experience in derivatives. Before joining SCB in 2009, Nicolas held various positions as solutions sales and interest rate derivative trader in Tokyo, London and Singapore.

Nicolas has an engineering degree from Ecole des Mines, ParisTech

Stanley joined Standard Chartered Bank (SCB) Group Wealth Management in 2011 as Head Private Equity. Prior to joining SCB, Stanley worked in Citigroup where he was Head of Real Estate Investments (South Asia), Citi Private Bank.

Stanley’s career in financial services spans more than 20 years. During this period he has held positions in private equity Investments and corporate & investment banking with several global financial institutions. Before joining Citigroup, Stanley was Head of Asian Business Banking with Bank of Western Australian where he led a team to provide structured real estate finance solutions. He has also worked as Group CFO at an education technology company.

Stanley holds a B.Bus (Accounting), a M.B.A. (Finance) from University of Manchester, United Kingdom is and is a Fellow of CPA Australia. Stanley also sits on the board and is Chairman of the investment and finance committee of a SATA CommHealth (a Singapore-based charity that provides medical services to the community since the 1950s). He also sits on the Singapore Divisional Council of CPA Australia and is a member of its banking & finance committee.

Ekkehard Wiek has been an independent Financial Planner, Portfolio Manager and Fund Manager for 25 years. During this time he set up and managed several licensed financial intermediary companies, first in Europe and then in Singapore. With these he served clients in Europe, South America and Asia Pacific. For more than 15 years Ekkehard has initiated and advised numerous white label mutual funds for independent asset managers. Since 2006 he is living in Singapore.

Today Ekkehard is the Managing Director and Partner of Straits Invest Pte. Ltd., Singapore, a boutique Portfolio Management and Asset Management Company, well regarded for its systematic and disciplined investment process. Straits Invest is also offering a platform for private bankers who want to start their independent advisor career or wish to set up their own investment fund.

Ekkehard received a diploma in industrial Engineering and Management from the University of Karlsruhe and holds a PhD from the University of Frankfurt, both Germany.

Juerg is presently the Managing Director and Chief Investment Officer at Swiss Asia Capital (Singapore) Pte Ltd and has more than thirty-five years’ experience in the banking industry, with extensive knowledge in the private banking, asset management and securities industries.

Juerg has gained considerable global investment experience, having taken up positions in Zurich, Geneva, Johannesburg, London, Guernsey, Hong Kong and Singapore with two leading Swiss banks, Credit Suisse and Union Bancaire Privee, and has been instrumental in establishing the Private Banking offices in Asia and as a CIO for both.

For the past 16 years at Swiss Asia Capital (Singapore) Pte Ltd, his investment emphasis has been on hard-rock mining, particularly precious metals.  His specialty is targeted at investing in late development-stage/ producing resource companies for portfolio inclusion into in-house funds and tailor-made investment structures like managed accounts/bespoke mandates and investment certificates.

Hrishi is a member of the leadership team at Taurus. He has over 16 years of private banking experience across New York, London, Singapore and East and Southern Africa. He has worked in the private banking divisions of Citibank, Barclays Wealth and Standard Chartered. Hrishi has managed high net worth clients based in Kenya, Zambia, Botswana, and South Africa. He has leveraged his knowledge and experience in banking, credit, investments, and wealth structuring to address the financial needs of clients. At Taurus, he advises families of various nationalities based in Zambia, Botswana and Singapore. His extensive experience across East and Southern Africa allowed Taurus to establish a footprint in Africa. He travels to Zambia, Botswana and Kenya to continue to develop strong relationships with clients who require a family office service. In 2017, Hrishi won the Outstanding Young Private Bankers Award at the Private Banker International Global Wealth Summit and Awards. Hrishi is from Kerala, India and grew up in Tanzania, Zambia and Swaziland, but maintains strong ties with Kerala. He earned his International Baccalaureate Diploma from Waterford Kamhlaba United World College of Southern Africa in Swaziland. He has a BA in Economics with distinction from Cornell University in the US and Masters in Operations Research and Industrial Engineering also from Cornell. He has an MBA from the INSEAD business school. Hrishi is a keen tennis player and golfer. He is married with one son and takes his family time very seriously.

Emmanuel Guillaume is director, structured productsat Union Bancaire Privée (UBP).

Based in Singapore, he is responsible for developing and managing bespoke cross-asset structured solutions (Equity and FICC) to address the specific needs of clients, be it yield enhancement, diversification, hedging or synthetic financing.

Emmanuel has held various positions in structured solutions sales in Investment Banks and in senior advisory roles at Private Banks. He holds a Master’s in Applied Mathematics from University Paris Dauphine and was a graduate of EM Lyon Business School of Management.

Paul Stefansson is currently Head IPS Portfolio Specialists Singapore. He was previously appointed Head of Investment Funds, Hedge Funds and Private Equity Distribution in APAC in July 2014 where he was responsible for the Asia Pacific locations spanning Hong Kong, Singapore, Taiwan, Japan, Australia and China.

Paul has over 30 years of investment experience as an actuary, analyst, portfolio manager and wealth manager. He joined UBS in 2006 in Products and Services Consulting and was most recently Head of Investment Funds, Hedge Funds and Private Equity for Hong Kong and Singapore. From 2001 to 2006, Paul was the CEO of ipac financial planning, a subsidiary of AXA.

He has been featured on Channel News Asia, CNBC, The Straits Times, and Business Times.

Paul graduated from the University of Manitoba in Canada with a Bachelor of Commerce degree. He is a Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), was a Certified Financial Planner, was a Fellow of the Society of Actuaries, and was a Fellow of the Canadian Institute of Actuaries.

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.

Marc Lansonneur joined DBS in October 2014. Based in Singapore, he is leading the Wealth Managed Solutions and Investment Governance group. His team of specialists cover managed products such as Funds (Unit Trusts, Private Equity, Hedge Funds), Funds Selection and Discretionary Portfolios. Marc is a member of DBS Group Sustainability Council. Previously Marc was working for Société Générale where he held various positions in Private Banking, Corporate and Investment Banking in Asia, Europe and America. He has more than 20 years of experience in the financial industry. A French National, Marc holds a Master in Business Administration from E.S.S.E.C in Paris (France).

Arnaud Tellier was appointed Head of Wealth Management, Singapore and South-East Asia in May 2018. Prior to his current position, he was Head of Investment Services, Asia since 2015 and CEO of BNP Paribas Wealth Management in Singapore from 2013 to 2015. Arnaud comes to this role with a solid background of more than 20 years in capital markets and has held various senior positions in Corporate and Investment Banking, as well as Wealth Management, across Europe and Asia. Arnaud has also held various positions within the Group in London, Paris and Madrid. In 2002, he was appointed Regional Head of Corporate and Investment Banking–Northern & Central Europe and from 2006-2010, the CEO and Country Head for Greece. Arnaud was Head of Corporate and Investment Banking for Turkey from 2010-2013. A Finance graduate of the French Business School, Arnaud is fluent in English and Spanish in addition to French.

Nicolas Rigois looks after the Wealth Market Products & Sales team in Singapore. Nicolas has more than 15 years experience in derivatives. Before joining SCB in 2009, Nicolas held various positions as solutions sales and interest rate derivative trader in Tokyo, London and Singapore.

Nicolas has an engineering degree from Ecole des Mines, ParisTech

Chinmay Patil heads the cross asset structured products sales team at Leonteq Securities covering Private & Retail Banks in Singapore and Hong Kong. Chinmay has more than a decade experience in structured products and derivatives. Before joining Leonteq, Chinmay held various positions at Deutsche Bank and BBVA as structured products specialist and later as a portfolio manager at a family office. Chinmay holds Bachelor of Technology in Aerospace Engineering from Indian Institute of Technology, Mumbai.

Tuan Huynh is currently the regional Head of Portfolio Management for Asia Pacific. He is responsible for all discretionary mandates such as multi-asset portfolios, fixed income portfolios and equity portfolios.

Tuan started his apprenticeship in 1993 at Deutsche Bank. Thereafter he studied Business Administration focusing on finance and banks at Düsseldorf University. During this time he had several internships in Germany at Deutsche Bank. After graduation in 1999, he started working as a portfolio manager for private clients at Deutsche Bank in Düsseldorf where he was responsible for benchmark strategies and portfolios with special directives. In April 2004, Tuan moved to Frankfurt and was responsible for benchmark portfolios and investment funds within Private Asset Management (PAM), heading a team of portfolio managers with total assets under management of ca. one billion Euro. He had the responsibility for the investment performance of all benchmark portfolio strategies within Private Asset Management.

Juan Aronna is the head of Investment Solutions and Products at Royal Bank of Canada's Wealth Management business in Asia, based in Hong Kong. He joined RBC Wealth Management Asia in 2014 from UBS Wealth Management, Asia Pacific, where he held the role of executive director and head of Asia Portfolio Management Hub and head of Investment Solutions Singapore for 12 years. Juan is the chairman of Asia Investment Committee (AIC). He is responsible for the portfolio strategy. Juan holds a MBA degree in Economics from the University of Fribourg, Switzerland, with a specialization in macroeconomics and monetary policy.

Hrishi is a member of the leadership team at Taurus. He has over 16 years of private banking experience across New York, London, Singapore and East and Southern Africa. He has worked in the private banking divisions of Citibank, Barclays Wealth and Standard Chartered. Hrishi has managed high net worth clients based in Kenya, Zambia, Botswana, and South Africa. He has leveraged his knowledge and experience in banking, credit, investments, and wealth structuring to address the financial needs of clients. At Taurus, he advises families of various nationalities based in Zambia, Botswana and Singapore. His extensive experience across East and Southern Africa allowed Taurus to establish a footprint in Africa. He travels to Zambia, Botswana and Kenya to continue to develop strong relationships with clients who require a family office service. In 2017, Hrishi won the Outstanding Young Private Bankers Award at the Private Banker International Global Wealth Summit and Awards. Hrishi is from Kerala, India and grew up in Tanzania, Zambia and Swaziland, but maintains strong ties with Kerala. He earned his International Baccalaureate Diploma from Waterford Kamhlaba United World College of Southern Africa in Swaziland. He has a BA in Economics with distinction from Cornell University in the US and Masters in Operations Research and Industrial Engineering also from Cornell. He has an MBA from the INSEAD business school. Hrishi is a keen tennis player and golfer. He is married with one son and takes his family time very seriously.

Dr. Kim is the founder and chief executive officer of Neo Risk Investment Advisors (NeoRisk), a Hong Kong-based investment adviser and fund manager that uses innovations in financial engineering such as quantitative risk models, advanced asset allocation and derivatives to improve investment performance.
Prior to founding NeoRisk, Dr. Kim served as managing director and head of the regional investor derivatives business for Citi Global Markets Asia until his departure in May 2013. The group engaged with a variety of clients across the region covering equity, fixed income and hybrid investment products for portfolio asset allocation, risk management, yield and hedging solutions, and was recognised as the leader in structured investment products by numerous financial industry publications. Dr. Kim originally started at Salomon Brothers (a predecessor of Citi) in 1993, and worked in a number of capacities over the course of his twenty-year career with Citi, including head of regional sales and structuring, and senior equity derivatives trader, both in Hong Kong, and quantitative research analyst in New York. Prior to joining Salomon, he was a lecturer at Princeton University. Dr. Kim started his career on Wall Street in corporate finance at Kidder, Peabody & Co. in 1986. He earned his B.A. in economics, magna cum laude, from Harvard University and his Ph.D. in economics from Princeton University. In addition, Dr. Kim teaches as an Adjunct Professor of Finance at the Hong Kong University of Science and Technology, is a Board member and incoming Board chair of the Hong Kong International School, and served as a past president of the American Club of Hong Kong.

As Head of PMRO and Chief Investment Officer, Jean Chia is responsible for CIO Views, Investment Strategy, FX, Equity & Fixed Income Research, Discretionary Portfolio Management (DPM) & Advisory Portfolio Management (APM) teams at Bank of Singapore. She has over 20 years of experience in Private Banking and Asset Management. She was previously responsible for equities and derivatives as Head, Equities Advisory & Sales at Bank of Singapore, and Head of Client Advisory Services for Equities, Investment Products & Services (IPS) at UBS Wealth Management, Singapore. Prior to UBS, she was a Vice President at Allianz Dresdner Asset Management (now known as Allianz Global Investors). Jean graduated with an MA in Philosophy, Politics and Economics from University of Oxford, UK.

Stanley joined Standard Chartered Bank (SCB) Group Wealth Management in 2011 as Head Private Equity. Prior to joining SCB, Stanley worked in Citigroup where he was Head of Real Estate Investments (South Asia), Citi Private Bank.

Stanley’s career in financial services spans more than 20 years. During this period he has held positions in private equity Investments and corporate & investment banking with several global financial institutions. Before joining Citigroup, Stanley was Head of Asian Business Banking with Bank of Western Australian where he led a team to provide structured real estate finance solutions. He has also worked as Group CFO at an education technology company.

Stanley holds a B.Bus (Accounting), a M.B.A. (Finance) from University of Manchester, United Kingdom is and is a Fellow of CPA Australia. Stanley also sits on the board and is Chairman of the investment and finance committee of a SATA CommHealth (a Singapore-based charity that provides medical services to the community since the 1950s). He also sits on the Singapore Divisional Council of CPA Australia and is a member of its banking & finance committee.

Patrick is the Global Head of Wealth Solutions, Sales Strategy & Execution, for Refinitiv based in Singapore. In leading this global team, his objective is to ensure that Refinitiv’s products & services meet the needs and expectations of wealth management customers & prospects across ASEAN. Prior to this role, Patrick was Head of Proposition Sales, ASEAN from Jan 2020 to Dec 2021 and Head of Market Development for Wealth – APAC at Refinitiv until Dec 2019. Patrick joined the Financial & Risk division of Thomson Reuters in 2014, which became Refinitiv in October 2018. Previously Patrick worked within the private banking industry in Singapore as Head of the European Desk at Barclays Wealth and Head of Private Banking at VP Bank (Singapore). He moved to Singapore in 2008 from London where he was a team leader for Barclays Wealth. Patrick is a Chartered Fellow of the Chartered Institute for Securities & Investment and has a BSc in Statistics from the University of Newcastle upon Tyne. Outside of work his focus is on being a husband, a father, a runner and a Scotsman.

Rohit Jaisingh heads the Equity Investment Products team for the Private Bank and Consumer Banking business segments of DBS Bank in Singapore. He is also responsible for the infrastructural support in DBS Bank underpinning the advice and solutions relating to the asset class.

Thanks to his father, Leonardo Drago spent his precocious childhood devising financial strategies on how to exponentially grow his pocket allowance. This challenge soon inculcated a love and appreciation of investments for him.

Leonardo made his first break into private banking at Banque Nationale de Paris (BNP) Hong Kong. He then moved to Credit Suisse in Singapore, taking on the role of deputy team head in the bank’s first Senior Client Partner team, where he stayed until his co-founding of AL Wealth Partners.

At AL Wealth Partners he manages a diversified portfolio of global investments targeting absolute returns, specialising in macro-economic strategies, derivatives, foreign exchange trading, stock-picking models and multiple asset classes. 

Leonardo is also a guest lecturer for several higher learning institutions in Asia, as well as a frequent speaker in investment and banking forums, including the Singapore Management University (SMU) where he runs wealth management seminars for banking professionals.

Prashant is responsible for developing global asset allocations and investment strategies of the bank’s private clients in Asia in line with the global views of the bank in the various asset classes. His macro investment advice will be an important part of the bank’s investment thinking and portfolio construction. He will also support a broad range of investment research for relationship managers and high-net-worth clients. 

Prashant has close to 25 years of multi-asset class management experience across equities, fixed income, foreign exchange, and alternative investments, gained from multi-national experience in Asia, the United Kingdom and the United States. Prior to joining BNP Paribas, he was Senior Global Investment Specialist with J.P. Morgan Private Bank in Singapore.  His earlier experience includes tenures as co-Chief Investment Officer and co-Founder, Managing Partner of Cork Street Capital Advisors, a global equity alternatives firm based in London, and Head Portfolio Manager for the International Growth Opportunities and European Specialist Fund Strategies at Goldman Sachs Asset Management, also based in London

Michael is a prominent figure in the financial services industry in Asia. He is the founder and CEO of Hubbis, a renowned provider of intelligence and connectivity for the Asian wealth management industry. With a depth of experience and expertise, he has played a pivotal role in shaping the industry for over 30 years, becoming a leading industry presence in the events, professional development, and publishing space in the region. Hubbis is a multi-generational family-owned and managed business.

He has been actively involved in the Asia-Pacific region since 1993. And has lived in Asia since 1995, holding positions in Hong Kong, Sydney, and Singapore. 

For over 14-years, Hubbis has established itself as the gold standard media and events brand in wealth management thought leadership in Asia. Each year providing a very large body of cutting-edge editorial and sponsored content, organizing top-flight events. During that time Hubbis has become the platform of choice for many high-profile C-suite leaders to communicate their vision of the Asian wealth management.

Before his involvement with Hubbis, Michael founded Pacific Prospect in 2002, a financial services media company. Under his leadership, the company achieved significant success and was subsequently acquired by global business-to-business publisher Incisive Media in 2006. Michael continued to serve as the CEO of Pacific Prospect until October 2008. Prior to his entrepreneurial ventures, Michael garnered 5 years of experience in financial markets publishing.

His career in this field began in 1993 when he joined Euromoney Publications as the publisher of the quarterly magazine, International Bond Investor. In 1995, Michael joined Thomson Financial Services (now owned by LSEG) and spearheaded the conception and launch of Finance Asia magazine. During his tenure as Managing Director of Finance Asia, he also initiated the Asian Debt Review, Asian Private Capital Magazine, and the Finance Asia Conference Business. In 1997, he founded FIA Limited, further expanding his contributions to the financial publishing industry.

Born in North Wales, Michael served as the head boy of St David's College Llandudno. He holds a degree in Business Administration from Cardiff University. Beyond his professional endeavours, Michael is a family-oriented individual and is happily married with three children: Reanna, Garett, and Tarryn.

Michael is a prominent figure in the financial services industry in Asia. He is the founder and CEO of Hubbis, a renowned provider of intelligence and connectivity for the Asian wealth management industry. With a depth of experience and expertise, he has played a pivotal role in shaping the industry for over 30 years, becoming a leading industry presence in the events, professional development, and publishing space in the region. Hubbis is a multi-generational family-owned and managed business.

He has been actively involved in the Asia-Pacific region since 1993. And has lived in Asia since 1995, holding positions in Hong Kong, Sydney, and Singapore. 

For over 14-years, Hubbis has established itself as the gold standard media and events brand in wealth management thought leadership in Asia. Each year providing a very large body of cutting-edge editorial and sponsored content, organizing top-flight events. During that time Hubbis has become the platform of choice for many high-profile C-suite leaders to communicate their vision of the Asian wealth management.

Before his involvement with Hubbis, Michael founded Pacific Prospect in 2002, a financial services media company. Under his leadership, the company achieved significant success and was subsequently acquired by global business-to-business publisher Incisive Media in 2006. Michael continued to serve as the CEO of Pacific Prospect until October 2008. Prior to his entrepreneurial ventures, Michael garnered 5 years of experience in financial markets publishing.

His career in this field began in 1993 when he joined Euromoney Publications as the publisher of the quarterly magazine, International Bond Investor. In 1995, Michael joined Thomson Financial Services (now owned by LSEG) and spearheaded the conception and launch of Finance Asia magazine. During his tenure as Managing Director of Finance Asia, he also initiated the Asian Debt Review, Asian Private Capital Magazine, and the Finance Asia Conference Business. In 1997, he founded FIA Limited, further expanding his contributions to the financial publishing industry.

Born in North Wales, Michael served as the head boy of St David's College Llandudno. He holds a degree in Business Administration from Cardiff University. Beyond his professional endeavours, Michael is a family-oriented individual and is happily married with three children: Reanna, Garett, and Tarryn.

Michael is a prominent figure in the financial services industry in Asia. He is the founder and CEO of Hubbis, a renowned provider of intelligence and connectivity for the Asian wealth management industry. With a depth of experience and expertise, he has played a pivotal role in shaping the industry for over 30 years, becoming a leading industry presence in the events, professional development, and publishing space in the region. Hubbis is a multi-generational family-owned and managed business.

He has been actively involved in the Asia-Pacific region since 1993. And has lived in Asia since 1995, holding positions in Hong Kong, Sydney, and Singapore. 

For over 14-years, Hubbis has established itself as the gold standard media and events brand in wealth management thought leadership in Asia. Each year providing a very large body of cutting-edge editorial and sponsored content, organizing top-flight events. During that time Hubbis has become the platform of choice for many high-profile C-suite leaders to communicate their vision of the Asian wealth management.

Before his involvement with Hubbis, Michael founded Pacific Prospect in 2002, a financial services media company. Under his leadership, the company achieved significant success and was subsequently acquired by global business-to-business publisher Incisive Media in 2006. Michael continued to serve as the CEO of Pacific Prospect until October 2008. Prior to his entrepreneurial ventures, Michael garnered 5 years of experience in financial markets publishing.

His career in this field began in 1993 when he joined Euromoney Publications as the publisher of the quarterly magazine, International Bond Investor. In 1995, Michael joined Thomson Financial Services (now owned by LSEG) and spearheaded the conception and launch of Finance Asia magazine. During his tenure as Managing Director of Finance Asia, he also initiated the Asian Debt Review, Asian Private Capital Magazine, and the Finance Asia Conference Business. In 1997, he founded FIA Limited, further expanding his contributions to the financial publishing industry.

Born in North Wales, Michael served as the head boy of St David's College Llandudno. He holds a degree in Business Administration from Cardiff University. Beyond his professional endeavours, Michael is a family-oriented individual and is happily married with three children: Reanna, Garett, and Tarryn.

Michael is a prominent figure in the financial services industry in Asia. He is the founder and CEO of Hubbis, a renowned provider of intelligence and connectivity for the Asian wealth management industry. With a depth of experience and expertise, he has played a pivotal role in shaping the industry for over 30 years, becoming a leading industry presence in the events, professional development, and publishing space in the region. Hubbis is a multi-generational family-owned and managed business.

He has been actively involved in the Asia-Pacific region since 1993. And has lived in Asia since 1995, holding positions in Hong Kong, Sydney, and Singapore. 

For over 14-years, Hubbis has established itself as the gold standard media and events brand in wealth management thought leadership in Asia. Each year providing a very large body of cutting-edge editorial and sponsored content, organizing top-flight events. During that time Hubbis has become the platform of choice for many high-profile C-suite leaders to communicate their vision of the Asian wealth management.

Before his involvement with Hubbis, Michael founded Pacific Prospect in 2002, a financial services media company. Under his leadership, the company achieved significant success and was subsequently acquired by global business-to-business publisher Incisive Media in 2006. Michael continued to serve as the CEO of Pacific Prospect until October 2008. Prior to his entrepreneurial ventures, Michael garnered 5 years of experience in financial markets publishing.

His career in this field began in 1993 when he joined Euromoney Publications as the publisher of the quarterly magazine, International Bond Investor. In 1995, Michael joined Thomson Financial Services (now owned by LSEG) and spearheaded the conception and launch of Finance Asia magazine. During his tenure as Managing Director of Finance Asia, he also initiated the Asian Debt Review, Asian Private Capital Magazine, and the Finance Asia Conference Business. In 1997, he founded FIA Limited, further expanding his contributions to the financial publishing industry.

Born in North Wales, Michael served as the head boy of St David's College Llandudno. He holds a degree in Business Administration from Cardiff University. Beyond his professional endeavours, Michael is a family-oriented individual and is happily married with three children: Reanna, Garett, and Tarryn.

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.