MALAYSIA WEALTH MANAGEMENT FORUM 2023

Teh Chi-cheun joined BOS Wealth Management Malaysia Berhad as Chief Executive Officer in July 2015. In 2006, he joined the then Pacific Mutual as the Assistant General Manager of the Investment department and was promoted to the Head of Equities one-and-a-half years later. He left the Company in 2011 to head the entire stockbroking division of an investment bank. A year later, he joined a leading foreign insurance player in Malaysia as the head of investments (director), and after three years rejoined the Company. He started his career in the mid-1990s, in corporate finance before moving to the stockbroking industry in both Singapore and Malaysia, and subsequently into investment management. His investment and fund management experience extends globally as he managed developed market funds when he was with the fund management division of a Singapore government owned entity. Additionally, he also managed portfolios while with an investment outfit based in Canada. Bachelor of Science (Honours) in Accounting and Financial Analysis (University of Warwick, England); CFA® charterholder (CFA Institute).

Mr Calvin Goon has over 18 years of working experience in sales and marketing in the asset and wealth management, private banking and the affluent segment business. Calvin joined Affin Bank Berhad in October 2019 as Head of Wealth Management. His portfolio also includes the customer segmentation for the affluent and mass affluent business. His strength is in building profitable business model which involves skills in market intelligence, cost and revenue analysis, and sales and marketing campaign. With his in-depth experience in wealth management product development and serving the needs of high net worth individuals, his team is responsible for driving the growth and profitability of the affluent and mass affluent customer base alongside the Wealth and Bancassurance products in the current role. Calvin has a degree in Marketing and Mass Communications from Universiti Sains Malaysia. He also holds the following certifications: CFP mark, Capital Markets and Financial Advisory Services (Singapore) Modules 1A & 1B and Pre-Contract Examination for Insurance Agents. He is licensed under FIMM for unit trust. He is also a MBA holder in Business from Conventry University.

Lee Lian leads the fund management division and portfolios at Alta. She oversees the end-to-end investment process of the company from deal origination, evaluation, execution to portfolio management and eventual exit/divestment. Lee Lian has had over 15 years of experience working with different stakeholders across various roles from evaluation of investment opportunities, deal structuring and negotiations, execution of mergers and acquisitions ("M&A") transactions, portfolio management, generating investment opportunities and acquisition ideas to financial planning, overseeing operations, and driving strategic growth. Prior to joining Alta, she has served as the Investment Director at Marqet Investment Pte. Ltd., Chief Operating Officer of Luxe Nomad Pte Ltd., Vice President at Affinity Equity Partners (S) Pte Ltd. and Assistant Vice President at Khazanah Nasional Berhad, the sovereign wealth fund of Malaysia. Lee Lian has a Masters in Engineering and a First Class Honours in Electrical and Electronic Engineering from the University of Nottingham. She is a British Chevening Scholar.

Syaiful is the CEO of Citadel Pay and played a key role in leading the company into new heights. Prior to joining Citadel Pay, Syaiful was a CEO and Head of Risk to a trustee, forex and remittance company respectively. During these years, Syaiful had played major roles directly and indirectly in shaping up the Money Services Business (MSB) industry to meet Bank Negara Malaysia strict standard. Before his professional years in Trustee and MSB industry, Syaiful was a decorated banker for 20 years in the commercial sector. His vast experience spanned from operations, business development to corporate governance, and is well versed in aspect of Islamic and Conventional Banking. Syaiful is graduate from University of East London (UEL) with Master of Business Administration (MBA), and from International Islamic University Malaysia (IIUM) with Master of Law (LLM). His dissertation was on the research of Islamic Credit Card Usage and Acceptance by Muslim and Non-Muslim in Malaysia.

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.

Krzysztof Maurer is a Managing Director of Comarch (Thailand). He is responsible for business growth and driving client success in the Asia Pacific region. With over 20 years of experience in IT projects in Europe and Asia, Krzysztof has focused his career on helping banks drive innovation, explore new revenue opportunities, lower operating costs and improve user experience.

Woon Shiu has over 20 years of expertise in marketing, client development and professional training in family office structuring, trusts, high-net-worth life insurance and estate planning in Asia Pacific (especially China, Taiwan, Hong Kong and Southeast Asia). Over the years, Woon Shiu has handled multiple landmark transactions, advising ultra-high net-worth individuals and founding members of banking conglomerates on matters relating to taxes, multi-generational endowment funds, planning of global assets, and much more. Woon Shiu is also an adjunct professor at the Wealth Management Institute (in Nanyang Technological University) and regularly lectures private bankers, lawyers and trust practitioners on wealth structuring and estate succession. He has also spoken as a guest lecturer at universities in China, and his views on family businesses are regularly featured in the Financial Times, Barron’s Asia, Singapore Business Times, China Daily and other renowned publications. Woon Shiu has advised numerous ultra-high net-worth families across Asia Pacific in the areas of strategic structuring of their estate and succession planning. He commonly engages multi-generation families, giving them advice on successfully establishing and implementing their desired family governance and philanthropic strategies. He holds a STEP certification and is a Solicitor in England and Wales, as well as an Advocate and Solicitor in Singapore. Woon Shiu is fluent in English and Mandarin – often lecturing in both languages – and is also conversant in Cantonese, Hokkien and Hainanese.

Rossen Djounov is managing director - head of Asia. In February 2017, he was appointed to his new role and now closely focuses on the future growth of GAM Investments in the Asian region including Japan and Australia. Prior to this he was head of International distribution, responsible for distributing GAM’s product range and investment capabilities across US offshore, Latin America, Central and Eastern Europe, the Middle East, Japan, Australia and New Zealand. Rossen Djounov joined GAM in February 2008 to initially focus on structured product sales and from 2009 to head structured investments. Before joining GAM, he was managing director at Forsyth Partners Global Distributors in Dubai and proceeded as head of investments at Forsyth Partners UK. Rossen Djounov holds a MBA in Financial Management from the University of Exeter and the Investment Management Certificate. He is based in Hong Kong.

Wendy is responsible for covering the global internet sector in GAM’s Global Equity team. Wendy joined GAM from Welight Capital, a family office for one of the founding partners of Tencent, where she was an Investment Analyst also covering the global internet sector. Wendy is a technology enthusiast and brings strong experience from her five years as an Associate at Goldman Sachs, where she was focused on China online entertainment equity research. Wendy holds a bachelor’s degree in Economics and Law from the University of Peking in Beijing and a master’s degree in International Finance and International Relations from John Hopkins University. She is based in Hong Kong.

CheeMee Ho is the Director and Head of the Malaysia office at Henley & Partners. CheeMee has more than 15 years’ professional experience in various industries with regard to customer service, marketing, and business development. CheeMee has been with the firm for over 7 years advising HWNIs and families based in Malaysia for residence and citizenship planning.

Rory McDaid is a Client Advisor for Henley & Partners Singapore and is a member of the Investment Migration Council (IMC). Rory specialises in citizenship and residence by investment planning services for high-net-worth (HNW) private clients. Rory holds a Bachelor’s degree in Business Studies from Ulster University (UK). He began his career in London working for an advisory company where his clients included various Financial Institutions across Banking, Private Equity & Sovereign Wealth. Rory relocated to Singapore in 2015 and now operates across South East Asia & South Asia for Henley & Partners.

Shan Saeed is a Global Chief Economist at Juwai IQI, a leading proptech company operating and advising clients in Kuala Lumpur, Singapore, Hong Kong, London, Phnom Penh, HCMC, Melbourne, Makati, Toronto, Doha and Dubai [www.iqiglobal.com]. He has 22 years of solid financial market experience in the areas of private banking, risk /compliance management, commodity investments, global economy, branding and business strategy. Based in Kuala Lumpur He is a financial market commentator and cited in Al Jazeera TV, Hubbis Hong Kong, CNBC Arabia / Indonesia, Singapore, FT [Deutschland], Channel News Asia Singapore, International New York Times/Malaysian Reserve, The Edge Financial Daily, Uni of Chicago, Booth School of Business alumni magazine, The Gulf Today, Wall Street Journal, Berita Harian, Islamic Finance News Malaysia, Khaleej Times, Smart Investor, Money Compass, Rotary Club USA, World Business Journal Singapore, Focus Malaysia, Oil/Gas magazine Malaysia, Business Today, Bernama TV and many more. He has been invited to the World Bank / IMF annual meeting in October 2017 in Washington DC to participate in the Belt and Road Initiative summit and shared his thoughts about the importance of infrastructure investment strategy for emerging economies. Invited by SWF's including EPF / PNB to share thoughts on global macroeconomic outlook and Asia's growth landscape. SIDC, the training arm of Securities Commission Malaysia invited him in Oct-2022 to fathom his perspective on the global macroeconomic outlook. He has graduated from one of the prestigious and elite business schools in USA i.e. Booth School of Business at the University of Chicago. He got his first MBA from IBA Pakistan [in collaboration with the Wharton School, University of Pennsylvania]. He is also trained in Alternative Banking/Strategies from the Harvard Business School, USA.

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

Fazlina is the current Chief Operating Officer of Maybank Trustees Berhad whose main role is drive the trustee’s business and spearhead its transformation initiatives. She now heads the overall operations of Maybank Trustees covering both private and corporate trusts. She was Maybank Trustee’s acting CEO in charge of operations and overall Maybank Trustee’s business activities. During that short 7-month period as Officer In Charge, Fazlina has been instrumental in leading the team to achieve significant uptrends in overall growth, in comparison to FY2020. Fazlina has a vast array of experience in the private banking, trust and fiduciary industry. She started her career as a trust officer with Maybank Trustees Berhad back in 2004 dealing with private debt securities. She then moved on to another local bank to attend to trust and estate administration matters. As Associate Director of CIMB Commerce Trustee Berhad, Fazlina was entrusted to develop private trusts and estate planning business. Her experience include trust set up in various jurisdictions internationally like Labuan, Jersey and the United Kingdom. In 2019, she joined Maybank Berhad to head the trust and fiduciary advisory unit under Maybank Global Wealth Management. As Head of Trust & Fiduciary, Fazlina again was entrusted set up the fiduciary services to provide bespoke estate planning solutions. Fazlina is known in the trust/fiduciary industry for providing solutions to her ultra & high net worth clients who need to set up family trusts and foundations. In Fazlina’s 18 years of hands-on experience, she has been instrumental in providingclients customised sustainable solution to create an effective ecosystem for multi-generational structure. Her other key achievements/contributions include: (i) the setting up of STEP Malaysia in 2012. Fazlina was one of the founding committee member of STEP Malaysia. She is the current Secretary of STEP Malaysia; (ii) establishment of the Islamic Securities Services in CIMB Investment Bank that offers a comprehensive range of Syariah –compliant securities services for issuers and fund managers within and beyond South East Asia. Qualifications: BSc (Honours) in Computational and Industrial Mathematics from University of Malaya; Qualified Trust and Estate Practitioner (“TEP”) an internationally recognized hallmark of professional expertise in the area of trusts and estate practice; Certificate in Law & Practice, Diploma in International Trust Management, Certificate in Trustee Investment / Financial Appraisal, Certificate in Trust Administration & Accounts, and Certificate in International Trust Management from the Society of Trust and Estate Practitioners (STEP) (held in Singapore and USA).

Reuben van Dijk is a highly experienced professional in the private banking sector. He is currently a board member of Melbourne Capital Group, a company that specializes in providing bespoke financial solutions for high-net-worth individuals and families. Throughout 2022 the company has seen significant growth and success during its expansion into the ASEAN region. Reuben has a deep understanding of the financial markets, and a keen eye for identifying opportunities for his clients. He holds an Associate Degree in Accounting from the University of Tasmania and a Diploma in Financial Services. His professional experience also includes institutional derivatives brokerage and commercial banking. Melbourne Capital Group have expertise in structuring and implementing complex financial plans, including asset management, offshore structures, holding companies, multinational commercial agreements, and complex financing structures. They have a proven track record of delivering excellent results for their clients. Reuben's interests include traveling and reading. He believes that these activities provide unique perspectives on life and business and incorporates his experiences and learnings into his work at Melbourne Capital Group.

Laura Lui is a Partner and co-Chief Investment Officer of Premia Partners. Laura has over 12 years of experience in the financial industry with rich experience in index and quantitative investments and capital markets development. Prior to Premia Partners, Laura led the Index and Quantitative Investment team at ICBC Credit Suisse International and was responsible for all aspects of the firm’s index and quantitative investment business. Before that, Laura was the Head of ETF and Index Team at Mirae Asset Global Investments (HK). Earlier in her career, Laura has also gained extensive trading experience on Asian Equities, multi-asset derivatives and other listed products including as ETF liquidity providers and participating dealers from her previous roles with RBS and JPMorgan Chase Bank. Laura has an Honours BSc degree in Actuarial Science and Statistics from the University of Toronto, and a MS degree in Global Finance from New York University and Hong Kong University of Science and Technology.

呂靄華 (Laura) 擁有豐富指數、量化投資及資本市場經驗。加入Premia Partners 之前， Laura 是工銀瑞信資產管理（國際）的指數及量化投資團隊負責人，以香港為基地創立公司中國境外的指數及量化投資業務，包括在香港及歐洲交易所掛牌的ETF產品。在此之前，Laura 曾是未來資產環球投資（香港）的ETF及指數部門主管，負責未來資產韓國以外ETF業務發展，包括與美國Horizon的ETF合作項目。Laura 早期於蘇格蘭皇家銀行及摩根大通任職ETF流通量提供者及交易員，因此對亞洲股票、多元資產衍生工具及其他上市產品以及買賣雙方資本市場交易運作有豐富深入的實戰經驗。 Laura 畢業於多倫多大學的精算科學及統計學學系，並於紐約大學及香港科技大學修畢環球金融碩士課程。

Lukas Conrad is Regional Head Securities Services APAC at SIX and is responsible for market intelligence, relationship management, customer support and sales of settlement and international custody services. He has been in the securities services industry since the beginning of his career which started in 2007 at Credit Suisse where he led several teams in the area of Operations with initial experience in Asia. He joined SIX in 2016 as a Senior Relationship Manager and in 2021 he was appointed to his current role and relocated to Singapore to build up the office for SIX SIS in APAC. Lukas is a senior manager with extensive experience in client relationship and leading teams.

Tan Woon Hum is widely regarded as one of the rare senior market leaders specialising in investment funds, REITs and trusts, especially Variable Capital Companies (VCCs) and family offices. He heads a team of specialist lawyers in the Trust, Asset & Wealth Management practice at major Singapore law firm Shook Lin & Bok LLP. He is ranked as a Band 1 leading investment funds lawyer by Chambers Asia-Pacific since 2014 and top 100 lawyer in Singapore by Asia Business Law Journal in 2023. He advises on fund formation, (including hedge funds, private equity funds, venture capital funds, real estate funds and single-family funds) using Singapore funds (including VCC) and offshore funds structures (eg. Cayman LP funds and segregated portfolio companies). He drafts and reviews the full range of fund documents and is extremely well versed with independent asset managers, external asset managers, multi-family offices and single-family offices, and has an extremely strong track record in securing the relevant regulatory licences and exemptions. His excellent and long-term professional relationship with the local regulators, authorities and major industry players add credence to his practice. He has advised on and helped clients launched about 100 VCCs as at May 2023. He has extensive experience in advising private clients (including ultra-high net worth individuals and single-family offices) and trustees on the establishment of private trusts, family offices, single-family funds, Sections 13O and 13U (formerly 13R and 13X) structures and drafts trust documents, fund documents, global investor programme documents and family charters. Woon Hum is bi-lingual (English and Mandarin), has a law degree and a MBA (Finance). He is a highly sought after speaker and speaks regularly at public conferences, forums and seminars since 2002 in Singapore, Beijing, Shanghai, Hong Kong, Dubai, Bangkok, Ho Chi Minh and Kuala Lumpur.

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.

Ng Shin Seong is Head, Managed Investments & Investment Advisory with Standard Chartered Bank. He currently manages a team of investment advisors that drives wealth management conversations amongst HNW clients in the country and has responsibility for selecting best in class fund solutions for Standard Chartered Malaysia. He has an engineering degree from National University of Singapore and has worked across Tokyo, Singapore and Hong Kong in his earlier career as a listed derivatives sales in a Global Investment Bank.

Wong Wai Ken, is StashAway Malaysia's Country Manager. Wai Ken has also accumulated asset management experience in the Investments division of Khazanah Nasional Berhad and Premium China Funds Management in Australia. He has gained capital markets experience at Affin Hwang Capital serving in both its Corporate Strategy and Equity Capital Markets departments. With Affin Hwang, he first played an instrumental role in the post-merger integration of the two investment banks. He later gained deals experience with the Equity Capital Markets team, and successfully helped list companies and raise equity on Bursa Malaysia. As Country Manager of StashAway Malaysia, he led the launch the local business by establishing partnerships and marketing channels.

Yash Shah is a Partner at Synpulse. Being an expert in private banking and wealth management, he has been helping WMs in the region with their wealth transformation journeys and target operating models. He takes care of Synpulse's wealth business in Asia Pacific

Alvin is the Executive Director and Chief Executive Officer of UOB KayHian Wealth Advisors, a 100%-owned subsidiary and a new wealth management distribution division of UOB KayHian (M) Securities. He is instrumental in charting the company strategic direction and enhancing the productivity of the company by reinforcing positive culture through vision and value statements. Under his current leadership, the company has developed UWealth, an in-house proprietary investment platform that provides wealth advisors and clients, an end-to-end multi-investment assets execution and administration digital platform. As of 31st Dec 2021, the company is currently advising Rm1.5 billion of Assets Under Advice (AUA) and with a strong network of 360 wealth advisors nationwide. Alvin started his investment career with TA Unit Trusts Bhd as their Senior Agency Manager, where he is awarded as the Top Newcomer and Most Promising Consultant Year 2002. He has over 19 years of financial services industry experience and is currently the Deputy President of Financial Planning of Malaysia (FPAM) for the year 2021 to 2023. He is also the immediate Past President of the Association of Financial Advisers (AFA) Malaysia for the year 2019 to 2021. Graduated top from his class, he holds a first class honours degree in Finance from Universiti Tenaga Nasional Malaysia, majoring in investment and risk management.

Victor is the Head of Sales Asia Pacific at additiv. Having joined additiv in 2019, he is responsible for leading the sales and marketing within APAC whilst being focused on continuing the firm’s growth drive in the region. Victor has more than a decade of experience within both capital markets and the fintech industry; prior to joining additiv, he was Deputy Head of Digital Sales APAC at Saxo Markets.

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.

Fazlina is the current Chief Operating Officer of Maybank Trustees Berhad whose main role is drive the trustee’s business and spearhead its transformation initiatives. She now heads the overall operations of Maybank Trustees covering both private and corporate trusts. She was Maybank Trustee’s acting CEO in charge of operations and overall Maybank Trustee’s business activities. During that short 7-month period as Officer In Charge, Fazlina has been instrumental in leading the team to achieve significant uptrends in overall growth, in comparison to FY2020. Fazlina has a vast array of experience in the private banking, trust and fiduciary industry. She started her career as a trust officer with Maybank Trustees Berhad back in 2004 dealing with private debt securities. She then moved on to another local bank to attend to trust and estate administration matters. As Associate Director of CIMB Commerce Trustee Berhad, Fazlina was entrusted to develop private trusts and estate planning business. Her experience include trust set up in various jurisdictions internationally like Labuan, Jersey and the United Kingdom. In 2019, she joined Maybank Berhad to head the trust and fiduciary advisory unit under Maybank Global Wealth Management. As Head of Trust & Fiduciary, Fazlina again was entrusted set up the fiduciary services to provide bespoke estate planning solutions. Fazlina is known in the trust/fiduciary industry for providing solutions to her ultra & high net worth clients who need to set up family trusts and foundations. In Fazlina’s 18 years of hands-on experience, she has been instrumental in providingclients customised sustainable solution to create an effective ecosystem for multi-generational structure. Her other key achievements/contributions include: (i) the setting up of STEP Malaysia in 2012. Fazlina was one of the founding committee member of STEP Malaysia. She is the current Secretary of STEP Malaysia; (ii) establishment of the Islamic Securities Services in CIMB Investment Bank that offers a comprehensive range of Syariah –compliant securities services for issuers and fund managers within and beyond South East Asia. Qualifications: BSc (Honours) in Computational and Industrial Mathematics from University of Malaya; Qualified Trust and Estate Practitioner (“TEP”) an internationally recognized hallmark of professional expertise in the area of trusts and estate practice; Certificate in Law & Practice, Diploma in International Trust Management, Certificate in Trustee Investment / Financial Appraisal, Certificate in Trust Administration & Accounts, and Certificate in International Trust Management from the Society of Trust and Estate Practitioners (STEP) (held in Singapore and USA).

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.

Woon Shiu has over 20 years of expertise in marketing, client development and professional training in family office structuring, trusts, high-net-worth life insurance and estate planning in Asia Pacific (especially China, Taiwan, Hong Kong and Southeast Asia). Over the years, Woon Shiu has handled multiple landmark transactions, advising ultra-high net-worth individuals and founding members of banking conglomerates on matters relating to taxes, multi-generational endowment funds, planning of global assets, and much more. Woon Shiu is also an adjunct professor at the Wealth Management Institute (in Nanyang Technological University) and regularly lectures private bankers, lawyers and trust practitioners on wealth structuring and estate succession. He has also spoken as a guest lecturer at universities in China, and his views on family businesses are regularly featured in the Financial Times, Barron’s Asia, Singapore Business Times, China Daily and other renowned publications. Woon Shiu has advised numerous ultra-high net-worth families across Asia Pacific in the areas of strategic structuring of their estate and succession planning. He commonly engages multi-generation families, giving them advice on successfully establishing and implementing their desired family governance and philanthropic strategies. He holds a STEP certification and is a Solicitor in England and Wales, as well as an Advocate and Solicitor in Singapore. Woon Shiu is fluent in English and Mandarin – often lecturing in both languages – and is also conversant in Cantonese, Hokkien and Hainanese.

Tan Woon Hum is widely regarded as one of the rare senior market leaders specialising in investment funds, REITs and trusts, especially Variable Capital Companies (VCCs) and family offices. He heads a team of specialist lawyers in the Trust, Asset & Wealth Management practice at major Singapore law firm Shook Lin & Bok LLP. He is ranked as a Band 1 leading investment funds lawyer by Chambers Asia-Pacific since 2014 and top 100 lawyer in Singapore by Asia Business Law Journal in 2023. He advises on fund formation, (including hedge funds, private equity funds, venture capital funds, real estate funds and single-family funds) using Singapore funds (including VCC) and offshore funds structures (eg. Cayman LP funds and segregated portfolio companies). He drafts and reviews the full range of fund documents and is extremely well versed with independent asset managers, external asset managers, multi-family offices and single-family offices, and has an extremely strong track record in securing the relevant regulatory licences and exemptions. His excellent and long-term professional relationship with the local regulators, authorities and major industry players add credence to his practice. He has advised on and helped clients launched about 100 VCCs as at May 2023. He has extensive experience in advising private clients (including ultra-high net worth individuals and single-family offices) and trustees on the establishment of private trusts, family offices, single-family funds, Sections 13O and 13U (formerly 13R and 13X) structures and drafts trust documents, fund documents, global investor programme documents and family charters. Woon Hum is bi-lingual (English and Mandarin), has a law degree and a MBA (Finance). He is a highly sought after speaker and speaks regularly at public conferences, forums and seminars since 2002 in Singapore, Beijing, Shanghai, Hong Kong, Dubai, Bangkok, Ho Chi Minh and Kuala Lumpur.

Reuben van Dijk is a highly experienced professional in the private banking sector. He is currently a board member of Melbourne Capital Group, a company that specializes in providing bespoke financial solutions for high-net-worth individuals and families. Throughout 2022 the company has seen significant growth and success during its expansion into the ASEAN region. Reuben has a deep understanding of the financial markets, and a keen eye for identifying opportunities for his clients. He holds an Associate Degree in Accounting from the University of Tasmania and a Diploma in Financial Services. His professional experience also includes institutional derivatives brokerage and commercial banking. Melbourne Capital Group have expertise in structuring and implementing complex financial plans, including asset management, offshore structures, holding companies, multinational commercial agreements, and complex financing structures. They have a proven track record of delivering excellent results for their clients. Reuben's interests include traveling and reading. He believes that these activities provide unique perspectives on life and business and incorporates his experiences and learnings into his work at Melbourne Capital Group.

Yash Shah is a Partner at Synpulse. Being an expert in private banking and wealth management, he has been helping WMs in the region with their wealth transformation journeys and target operating models. He takes care of Synpulse's wealth business in Asia Pacific

Mr Calvin Goon has over 18 years of working experience in sales and marketing in the asset and wealth management, private banking and the affluent segment business. Calvin joined Affin Bank Berhad in October 2019 as Head of Wealth Management. His portfolio also includes the customer segmentation for the affluent and mass affluent business. His strength is in building profitable business model which involves skills in market intelligence, cost and revenue analysis, and sales and marketing campaign. With his in-depth experience in wealth management product development and serving the needs of high net worth individuals, his team is responsible for driving the growth and profitability of the affluent and mass affluent customer base alongside the Wealth and Bancassurance products in the current role. Calvin has a degree in Marketing and Mass Communications from Universiti Sains Malaysia. He also holds the following certifications: CFP mark, Capital Markets and Financial Advisory Services (Singapore) Modules 1A & 1B and Pre-Contract Examination for Insurance Agents. He is licensed under FIMM for unit trust. He is also a MBA holder in Business from Conventry University.

Wong Wai Ken, is StashAway Malaysia's Country Manager. Wai Ken has also accumulated asset management experience in the Investments division of Khazanah Nasional Berhad and Premium China Funds Management in Australia. He has gained capital markets experience at Affin Hwang Capital serving in both its Corporate Strategy and Equity Capital Markets departments. With Affin Hwang, he first played an instrumental role in the post-merger integration of the two investment banks. He later gained deals experience with the Equity Capital Markets team, and successfully helped list companies and raise equity on Bursa Malaysia. As Country Manager of StashAway Malaysia, he led the launch the local business by establishing partnerships and marketing channels.

Alvin is the Executive Director and Chief Executive Officer of UOB KayHian Wealth Advisors, a 100%-owned subsidiary and a new wealth management distribution division of UOB KayHian (M) Securities. He is instrumental in charting the company strategic direction and enhancing the productivity of the company by reinforcing positive culture through vision and value statements. Under his current leadership, the company has developed UWealth, an in-house proprietary investment platform that provides wealth advisors and clients, an end-to-end multi-investment assets execution and administration digital platform. As of 31st Dec 2021, the company is currently advising Rm1.5 billion of Assets Under Advice (AUA) and with a strong network of 360 wealth advisors nationwide. Alvin started his investment career with TA Unit Trusts Bhd as their Senior Agency Manager, where he is awarded as the Top Newcomer and Most Promising Consultant Year 2002. He has over 19 years of financial services industry experience and is currently the Deputy President of Financial Planning of Malaysia (FPAM) for the year 2021 to 2023. He is also the immediate Past President of the Association of Financial Advisers (AFA) Malaysia for the year 2019 to 2021. Graduated top from his class, he holds a first class honours degree in Finance from Universiti Tenaga Nasional Malaysia, majoring in investment and risk management.

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

Rory McDaid is a Client Advisor for Henley & Partners Singapore and is a member of the Investment Migration Council (IMC). Rory specialises in citizenship and residence by investment planning services for high-net-worth (HNW) private clients. Rory holds a Bachelor’s degree in Business Studies from Ulster University (UK). He began his career in London working for an advisory company where his clients included various Financial Institutions across Banking, Private Equity & Sovereign Wealth. Rory relocated to Singapore in 2015 and now operates across South East Asia & South Asia for Henley & Partners.

Lukas Conrad is Regional Head Securities Services APAC at SIX and is responsible for market intelligence, relationship management, customer support and sales of settlement and international custody services. He has been in the securities services industry since the beginning of his career which started in 2007 at Credit Suisse where he led several teams in the area of Operations with initial experience in Asia. He joined SIX in 2016 as a Senior Relationship Manager and in 2021 he was appointed to his current role and relocated to Singapore to build up the office for SIX SIS in APAC. Lukas is a senior manager with extensive experience in client relationship and leading teams.

Victor is the Head of Sales Asia Pacific at additiv. Having joined additiv in 2019, he is responsible for leading the sales and marketing within APAC whilst being focused on continuing the firm’s growth drive in the region. Victor has more than a decade of experience within both capital markets and the fintech industry; prior to joining additiv, he was Deputy Head of Digital Sales APAC at Saxo Markets.

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.

Krzysztof Maurer is a Managing Director of Comarch (Thailand). He is responsible for business growth and driving client success in the Asia Pacific region. With over 20 years of experience in IT projects in Europe and Asia, Krzysztof has focused his career on helping banks drive innovation, explore new revenue opportunities, lower operating costs and improve user experience.

Ng Shin Seong is Head, Managed Investments & Investment Advisory with Standard Chartered Bank. He currently manages a team of investment advisors that drives wealth management conversations amongst HNW clients in the country and has responsibility for selecting best in class fund solutions for Standard Chartered Malaysia. He has an engineering degree from National University of Singapore and has worked across Tokyo, Singapore and Hong Kong in his earlier career as a listed derivatives sales in a Global Investment Bank.

Shan Saeed is a Global Chief Economist at Juwai IQI, a leading proptech company operating and advising clients in Kuala Lumpur, Singapore, Hong Kong, London, Phnom Penh, HCMC, Melbourne, Makati, Toronto, Doha and Dubai [www.iqiglobal.com]. He has 22 years of solid financial market experience in the areas of private banking, risk /compliance management, commodity investments, global economy, branding and business strategy. Based in Kuala Lumpur He is a financial market commentator and cited in Al Jazeera TV, Hubbis Hong Kong, CNBC Arabia / Indonesia, Singapore, FT [Deutschland], Channel News Asia Singapore, International New York Times/Malaysian Reserve, The Edge Financial Daily, Uni of Chicago, Booth School of Business alumni magazine, The Gulf Today, Wall Street Journal, Berita Harian, Islamic Finance News Malaysia, Khaleej Times, Smart Investor, Money Compass, Rotary Club USA, World Business Journal Singapore, Focus Malaysia, Oil/Gas magazine Malaysia, Business Today, Bernama TV and many more. He has been invited to the World Bank / IMF annual meeting in October 2017 in Washington DC to participate in the Belt and Road Initiative summit and shared his thoughts about the importance of infrastructure investment strategy for emerging economies. Invited by SWF's including EPF / PNB to share thoughts on global macroeconomic outlook and Asia's growth landscape. SIDC, the training arm of Securities Commission Malaysia invited him in Oct-2022 to fathom his perspective on the global macroeconomic outlook. He has graduated from one of the prestigious and elite business schools in USA i.e. Booth School of Business at the University of Chicago. He got his first MBA from IBA Pakistan [in collaboration with the Wharton School, University of Pennsylvania]. He is also trained in Alternative Banking/Strategies from the Harvard Business School, USA.

Wendy is responsible for covering the global internet sector in GAM’s Global Equity team. Wendy joined GAM from Welight Capital, a family office for one of the founding partners of Tencent, where she was an Investment Analyst also covering the global internet sector. Wendy is a technology enthusiast and brings strong experience from her five years as an Associate at Goldman Sachs, where she was focused on China online entertainment equity research. Wendy holds a bachelor’s degree in Economics and Law from the University of Peking in Beijing and a master’s degree in International Finance and International Relations from John Hopkins University. She is based in Hong Kong.

Teh Chi-cheun joined BOS Wealth Management Malaysia Berhad as Chief Executive Officer in July 2015. In 2006, he joined the then Pacific Mutual as the Assistant General Manager of the Investment department and was promoted to the Head of Equities one-and-a-half years later. He left the Company in 2011 to head the entire stockbroking division of an investment bank. A year later, he joined a leading foreign insurance player in Malaysia as the head of investments (director), and after three years rejoined the Company. He started his career in the mid-1990s, in corporate finance before moving to the stockbroking industry in both Singapore and Malaysia, and subsequently into investment management. His investment and fund management experience extends globally as he managed developed market funds when he was with the fund management division of a Singapore government owned entity. Additionally, he also managed portfolios while with an investment outfit based in Canada. Bachelor of Science (Honours) in Accounting and Financial Analysis (University of Warwick, England); CFA® charterholder (CFA Institute).

Lee Lian leads the fund management division and portfolios at Alta. She oversees the end-to-end investment process of the company from deal origination, evaluation, execution to portfolio management and eventual exit/divestment. Lee Lian has had over 15 years of experience working with different stakeholders across various roles from evaluation of investment opportunities, deal structuring and negotiations, execution of mergers and acquisitions ("M&A") transactions, portfolio management, generating investment opportunities and acquisition ideas to financial planning, overseeing operations, and driving strategic growth. Prior to joining Alta, she has served as the Investment Director at Marqet Investment Pte. Ltd., Chief Operating Officer of Luxe Nomad Pte Ltd., Vice President at Affinity Equity Partners (S) Pte Ltd. and Assistant Vice President at Khazanah Nasional Berhad, the sovereign wealth fund of Malaysia. Lee Lian has a Masters in Engineering and a First Class Honours in Electrical and Electronic Engineering from the University of Nottingham. She is a British Chevening Scholar.

Laura Lui is a Partner and co-Chief Investment Officer of Premia Partners. Laura has over 12 years of experience in the financial industry with rich experience in index and quantitative investments and capital markets development. Prior to Premia Partners, Laura led the Index and Quantitative Investment team at ICBC Credit Suisse International and was responsible for all aspects of the firm’s index and quantitative investment business. Before that, Laura was the Head of ETF and Index Team at Mirae Asset Global Investments (HK). Earlier in her career, Laura has also gained extensive trading experience on Asian Equities, multi-asset derivatives and other listed products including as ETF liquidity providers and participating dealers from her previous roles with RBS and JPMorgan Chase Bank. Laura has an Honours BSc degree in Actuarial Science and Statistics from the University of Toronto, and a MS degree in Global Finance from New York University and Hong Kong University of Science and Technology.

呂靄華 (Laura) 擁有豐富指數、量化投資及資本市場經驗。加入Premia Partners 之前， Laura 是工銀瑞信資產管理（國際）的指數及量化投資團隊負責人，以香港為基地創立公司中國境外的指數及量化投資業務，包括在香港及歐洲交易所掛牌的ETF產品。在此之前，Laura 曾是未來資產環球投資（香港）的ETF及指數部門主管，負責未來資產韓國以外ETF業務發展，包括與美國Horizon的ETF合作項目。Laura 早期於蘇格蘭皇家銀行及摩根大通任職ETF流通量提供者及交易員，因此對亞洲股票、多元資產衍生工具及其他上市產品以及買賣雙方資本市場交易運作有豐富深入的實戰經驗。 Laura 畢業於多倫多大學的精算科學及統計學學系，並於紐約大學及香港科技大學修畢環球金融碩士課程。

Syaiful is the CEO of Citadel Pay and played a key role in leading the company into new heights. Prior to joining Citadel Pay, Syaiful was a CEO and Head of Risk to a trustee, forex and remittance company respectively. During these years, Syaiful had played major roles directly and indirectly in shaping up the Money Services Business (MSB) industry to meet Bank Negara Malaysia strict standard. Before his professional years in Trustee and MSB industry, Syaiful was a decorated banker for 20 years in the commercial sector. His vast experience spanned from operations, business development to corporate governance, and is well versed in aspect of Islamic and Conventional Banking. Syaiful is graduate from University of East London (UEL) with Master of Business Administration (MBA), and from International Islamic University Malaysia (IIUM) with Master of Law (LLM). His dissertation was on the research of Islamic Credit Card Usage and Acceptance by Muslim and Non-Muslim in Malaysia.

CheeMee Ho is the Director and Head of the Malaysia office at Henley & Partners. CheeMee has more than 15 years’ professional experience in various industries with regard to customer service, marketing, and business development. CheeMee has been with the firm for over 7 years advising HWNIs and families based in Malaysia for residence and citizenship planning.

Yash Shah is a Partner at Synpulse. Being an expert in private banking and wealth management, he has been helping WMs in the region with their wealth transformation journeys and target operating models. He takes care of Synpulse's wealth business in Asia Pacific

Rossen Djounov is managing director - head of Asia. In February 2017, he was appointed to his new role and now closely focuses on the future growth of GAM Investments in the Asian region including Japan and Australia. Prior to this he was head of International distribution, responsible for distributing GAM’s product range and investment capabilities across US offshore, Latin America, Central and Eastern Europe, the Middle East, Japan, Australia and New Zealand. Rossen Djounov joined GAM in February 2008 to initially focus on structured product sales and from 2009 to head structured investments. Before joining GAM, he was managing director at Forsyth Partners Global Distributors in Dubai and proceeded as head of investments at Forsyth Partners UK. Rossen Djounov holds a MBA in Financial Management from the University of Exeter and the Investment Management Certificate. He is based in Hong Kong.