Taiwan Wealth Management Forum 2019

Angie has over 10 years of financial industry experience. Most recently, she was Co-Chief Executive Officer and Head of Investment Solutions for AMTD Strategic Capital Group, who is now a stateholder in Assured Asset Management. Previously, she was responsible for fixed income financial products trading at Polaris Securities. Prior to this, she was an investment analyst at ISM Media. In 2017, Angie co-founded Assured Asset Management.

Pearl has international work experience in the banking industry, having spent the last seven years working in Singapore. Pearl joined Bordier & Cie. in 2015, she is part of a team which Multi-lingual qualified and experienced relationship managers offering a full spectrum of traditional private banking and wealth management services. In addition to her role with Bordier & Cie., Pearl is a Director for The Nest Collection, a company affiliated with Bordier. She is a strong professional with an Advanced Master in Strategy and Management of International Business from ESSEC Business School and a Master in Business Engineering from Ghent University. 

Mr. Christophe Numa has 10 years of experience particularly in wealth management area at BNP Paribas and also handled a business unit in Kazakhstan. Mr. Numa has graduated from Skema BS, the 7th Top French Business School. He is in charge of relationship with customer in Europe and South East Asia

Alexandre Kech has 20+ years of experience in the capital market industry. From global custody and asset servicing at the Bank of New York Mellon to data standardisation and Head of Securities & FX APAC at SWIFT, Alex has developed a strong post-trade industry leadership experience, extended in recent years to digital assets and blockchain. Alexandre transitioned to a new challenge in November 2018 when he joined Onchain Custodian as the CEO of the company in charge of building and launching, with Da Hongfei (Chair of the Board), Raymond Cheong (CSO) and El Lee (COO), an institutional digital custody service in Singapore. Onchain Custodian believes in solving non-competitive industry issues though collaboration. Alexandre is the co-chair of the Global Digital Finance (GDF) Custody working group and acts as the Singapore Representative to the ISO TC68 / SC8 / WG3 building an international standard for Digital Token Identification.

Simon Wong is the Regional Director of Greater China for ERI Banking Software. Having been in the Fintech space for over a decade, Simon has successfully help implemented numerous technology solution across capital markets, wealth management, and asset management. Simon is actively involved in the startup space having co-founded the Hong Kong Startup Support Group, a community of technology startups with over 600 members. He is also a regular speaker at numerous Fintech events.

Karsten Kemna, the Managing Director of ERI Bancaire in Asia Pacific, has been based in this region since 2007. Being a seasoned veteran in the Banking & Financial Services industry, Kemna boasts strong customer relationships and an array of knowledge across different types of solutions. Having lived in three different continents, Kemna combines his keen interest and broad knowledge in IT solutions and banking with a deep cultural understanding of the region. Since coming to Asia, the range of customer engagements shows a list of high-scale brand names in which sales have been executed or projects managed. Currently, Kemna is responsible for managing the business of ERI Bancaire in Asia Pacific, which includes both a strong focus on Sales and Business Development, but also the management of senior relationships with existing clients, in addition to the handling of operational responsibilities. In 2018, Kemna founded his own boutique consultancy services company, KCUBE Technology, which works with financial services organisations. In addition, he has held roles with TMD Security, a global leader in ATM and self-service security solutions, and Wincor Nixdorf, which combined with Diebold to become Diebold Nixdorf, for whom Kemna was the Regional Vice President, Asia Pacific - Sales & Systems. Before joining the financial services industry, Kemna was a Professional Basketball Player in Germany.

Angelos Nicolaides is the Director of Nicolaides Group and Fine & Country Cyprus, with more than 30 years of experience in real estate, property development and property investment. Nicolaides Group offers a range of services including legal, tax and financial assets advisory, providing a one stop service. Angelos owns companies in Cyprus and the United Kingdom for the purpose of developing landmarks and he has been successfully working with international clients for property investments in Cyprus, the United Kingdom and Greece, while utilising the Cyprus Citizenship Scheme and Greece Golden Visa program in order for it’s clients to benefit from the vast range of advantages offered. Angelos has been exploring new methods of investing through Socially Responsible Investing, as a new investment discipline that considers environmental, social and corporate governance factors to generate long-term competitive financial returns and positive societal impact. Due to financial incentives from institutions and the necessity in our society for sustainable developments, these projects are a niche, thus typically have high expected returns.

John Robson drives client partnerships at Quantifeed, a leading provider of digital investment solutions to financial institutions in Asia. He works with banks, online brokers and wealth advisors to assist them in developing their digital wealth management future. Based in Hong Kong for over 20 years, he has held regional leadership roles at JP Morgan, Nomura and Merrill Lynch managing teams which serviced the region’s consumer and private banks. His career has been focused on the development of investment platforms and products. He has been instrumental in introducing significant product innovation to wealth management platforms in Hong Kong, London and Tokyo. John has been a board member of several private and public listed companies.

Dominic Chan looks after Quantifeed’s strategic partnerships and distribution in North Asia. Prior to Quantifeed, Dominic was a Director at Standard Chartered Private Bank’s Investment Advisory Division. He has over 16 years of experience, including senior positions with leading financial institutions such as JP Morgan, Deutsche Bank and Barclays Capital in Hong Kong and China. During his career, Dominic gained strong expertise in managing the wealth management business and developing investment products for financial institutions and individual customers across Asia. Dominic holds a Bachelor’s degree in Mathematics and Computation from the University of Oxford where he graduated top of his class and a Master’s in Finance from the Cambridge Judge Business School. He is fluent in English, Mandarin and Cantonese. Dom is a long-term practitioner of Ashtanga yoga.

Ivan Jean Charles Pelle, is the CEO and Founder of RGN Group, a bespoke premium service for private and corporate clients. The Group is located in five jurisdictions: Switzerland, Luxembourg, Malta, Cyprus and Singapore. Ivan JC Pelle is responsible of multidisciplinary consultancy services for the international needs of family offices, worldwide tax planning and advisory, construction and administration of structures for unique purposes and private equity in Real Estate. Ivan JC Pelle is Swiss Certified Tax Expert and member of ExpertSuisse and IFA, holder of an Executive Master of Advanced Studies in International Taxation (MASIT), Certified Public Accountant CPA registered at FAOA - Swiss Federal Audit Oversight Authority and participant at MSc in Digital Currency (blockchain and Cryptocurrencies) at the University of Nicosia (Cyprus). With over 25 years’s experience within the international taxation industry, Ivan JC Pelle also held directorial and board member positions in companies to represent stakeholders. His considerable knowledge and expertise, together with his passion for 24/7 service excellence and desire to help, have enabled him to build long lasting client relationships as a trusted/family advisor to intermediaries and HNWI; through the provision of comprehensive individual and corporate specialization services.

Xav Feng oversees research in the Asia region as Lipper Asia Pacific Head of Research. He has substantial fund industry experience across Asia region. He supports Singapore national pension scheme of Central Provident Fund (CPF) monitoring project and Malaysia Employees' Provident Fund Lipper ratings consulting. He also do in-depth research of Hong Kong Mandatory Provident Fund Schemes (MPF) and Taiwan Labor pension systems. He covers Greater China region since 2007 and initiated China QFII & QDII fund research, China risk classification rating research and Asia alternative investments. He’s the media spokesman in Asia region for Lipper and Refinitiv and having been interviewed on research and investment management topics by cross region leading TV, broadcast channels and newspaper publications. Xav has a multiple background. He is a law graduate from the Taiwan National Taipei University and has a MBA degree in Risk Management and Insurance from Taiwan National Chengchi University. He also holds securities, futures/derivatives specialist and property insurance broker licenses in Taiwan.

Johanan is a Performance Director at Refinitiv driving growth for the Wealth Proposition in North Asia and is based in Hong Kong. His primary focus is to enable both advisors and investors better harness the power of data through AI and analytics to improve their investment experience. From the ultra-high net worth individual to the affluent and retail investor, he has a keen interest in helping financial institutions and solutions providers that cater to these communities deliver a better digital investment journey. Johanan has spent time in consulting and the banking industry and has an acute awareness of the challenges the industry faces in transforming their business to cater to the rapidly evolving needs of the customer. Having worked across financial centers of Singapore, London & Hong Kong he remains excited by the opportunity of a dynamic, fast-moving and diverse market as Asia. As a strategy consultant for EY he has advised both traditional and digital banks, asset managers and insurers on their regional acquisition plans and go-to market strategies for existing and new markets. During his time at Barclays he has worked across the sales, product, markets and CEO office functions driving strategic initiatives that generated both top and bottom-line growth. Johanan is passionate about fusing his technical education (Computer Science), financial work experience and data interests together to identify and deliver new growth opportunities to the wealth industry and its various participants.

David Varley is Chief High Net Worth Officer at Sun Life Financial in Hong Kong. He specializes in HNW and Ultra HNW Planning and Insurance Structuring solutions for clients and families in Asia. He has a Bachelor of Commerce Degree, with an Honors in Management, and a thesis in Innovation – from Melbourne University. Previously he was Head of HNW for Asia for AXA, and Head of International Business for Aviva.

Kimmis Pun, a veteran banker for more than 30 years, is the Senior Managing Director, Head of Greater China, EFG Bank in Singapore. Prior to this appointment, she had been in senior management positions at UBS Bank, HSBC, Bank of America, BNP Paribas, Standard Chartered Bank Private Bank and VP Bank. She has MBA from Manchester Business School, University of Manchester, and professional qualifications CFP, ChFC, AIF, AEPP and IBFA. She is also the IBF Fellow awarded by IBF Singapore. Besides her banking career, she is the Board of Director of US-based Financial Planning Standard Board and a senior lecturer in 3 local universities for the past 15 years.

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.

John Robson drives client partnerships at Quantifeed, a leading provider of digital investment solutions to financial institutions in Asia. He works with banks, online brokers and wealth advisors to assist them in developing their digital wealth management future. Based in Hong Kong for over 20 years, he has held regional leadership roles at JP Morgan, Nomura and Merrill Lynch managing teams which serviced the region’s consumer and private banks. His career has been focused on the development of investment platforms and products. He has been instrumental in introducing significant product innovation to wealth management platforms in Hong Kong, London and Tokyo. John has been a board member of several private and public listed companies.

Angie has over 10 years of financial industry experience. Most recently, she was Co-Chief Executive Officer and Head of Investment Solutions for AMTD Strategic Capital Group, who is now a stateholder in Assured Asset Management. Previously, she was responsible for fixed income financial products trading at Polaris Securities. Prior to this, she was an investment analyst at ISM Media. In 2017, Angie co-founded Assured Asset Management.

David Varley is Chief High Net Worth Officer at Sun Life Financial in Hong Kong. He specializes in HNW and Ultra HNW Planning and Insurance Structuring solutions for clients and families in Asia. He has a Bachelor of Commerce Degree, with an Honors in Management, and a thesis in Innovation – from Melbourne University. Previously he was Head of HNW for Asia for AXA, and Head of International Business for Aviva.

Simon Wong is the Regional Director of Greater China for ERI Banking Software. Having been in the Fintech space for over a decade, Simon has successfully help implemented numerous technology solution across capital markets, wealth management, and asset management. Simon is actively involved in the startup space having co-founded the Hong Kong Startup Support Group, a community of technology startups with over 600 members. He is also a regular speaker at numerous Fintech events.

Ivan Jean Charles Pelle, is the CEO and Founder of RGN Group, a bespoke premium service for private and corporate clients. The Group is located in five jurisdictions: Switzerland, Luxembourg, Malta, Cyprus and Singapore. Ivan JC Pelle is responsible of multidisciplinary consultancy services for the international needs of family offices, worldwide tax planning and advisory, construction and administration of structures for unique purposes and private equity in Real Estate. Ivan JC Pelle is Swiss Certified Tax Expert and member of ExpertSuisse and IFA, holder of an Executive Master of Advanced Studies in International Taxation (MASIT), Certified Public Accountant CPA registered at FAOA - Swiss Federal Audit Oversight Authority and participant at MSc in Digital Currency (blockchain and Cryptocurrencies) at the University of Nicosia (Cyprus). With over 25 years’s experience within the international taxation industry, Ivan JC Pelle also held directorial and board member positions in companies to represent stakeholders. His considerable knowledge and expertise, together with his passion for 24/7 service excellence and desire to help, have enabled him to build long lasting client relationships as a trusted/family advisor to intermediaries and HNWI; through the provision of comprehensive individual and corporate specialization services.

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.