The evolution of Malaysian wealth management

Carolyn is Managing Director of Bordier & Cie Singapore and a pioneer of Malaysia's Private Banking sphere with over 20 years of experience. She was former Head of Maybank Private Malaysia, Wealth Management. Prior to joining Maybank Private, Carolyn was attached to CIMB Private Banking since its launch in 2002, with the last position held being Head of Private Banking in Malaysia. During the tenure, Carolyn had built and led teams to drive client relations, as well as expanded the Private Banking business by establishing presence in four new states - Penang, Sarawak, Sabah and Johor. She had also served at unit trust and mutual fund companies namely CIMB Principal Asset Management in Malaysia, and Templeton Management Limited, one of Canada's largest mutual funds, where she managed sales for the provinces of British Columbia and Alberta. Carolyn graduated with a Bachelor of Arts Degree (Hons) in Economics from the University of Toronto and has completed various Financial Planning courses.

Reuben has over 15 years of experience in investments and wealth management. He started his career in Singapore as a FX dealer with Standard Chartered Bank in 2002 and Sumitomo Mitsui Banking Corporation in 2006. He is also an experienced Treasury Specialist working on advisory, treasury and execution for the affluent customers with Standard Chartered Bank. He returned to Malaysia and joined OCBC Bank in 2014 and has held various roles leading the advisory and product management group prior to his appointment as Head of Wealth Management OCBC Bank. In his current role, he oversees OCBC’s Malaysia wealth management product strategy, development and advisory units

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.

Anurag’s expertise and passion lies in a blend of people, business, and technology. Known for his ability to develop pragmatic solutions to big ugly problems, Anurag is regarded as a reliable and trusted partner by his clients and peers, and an authentic leader who is recognised for his mentorship and care. Anurag specialises in digital wealth management, asset management infrastructure and helping financial services executives make better decisions using data and analytics. Putting people first in every journey, he believes that technology only exists to drive business if users embrace and understand it. Passionate about equal opportunity though education, in his leisure time Anurag supports Dyslexia Association of Singapore. Anurag is a Computer Science engineer and holds a Master of Business Administration from Indian Institute of Management, Kozhikode (IIM). Having been the registered representative of an investment bank, Anurag has a strong understanding of the day to day dealing of the financial markets.

Carolyn is Managing Director of Bordier & Cie Singapore and a pioneer of Malaysia's Private Banking sphere with over 20 years of experience. She was former Head of Maybank Private Malaysia, Wealth Management. Prior to joining Maybank Private, Carolyn was attached to CIMB Private Banking since its launch in 2002, with the last position held being Head of Private Banking in Malaysia. During the tenure, Carolyn had built and led teams to drive client relations, as well as expanded the Private Banking business by establishing presence in four new states - Penang, Sarawak, Sabah and Johor. She had also served at unit trust and mutual fund companies namely CIMB Principal Asset Management in Malaysia, and Templeton Management Limited, one of Canada's largest mutual funds, where she managed sales for the provinces of British Columbia and Alberta. Carolyn graduated with a Bachelor of Arts Degree (Hons) in Economics from the University of Toronto and has completed various Financial Planning courses.

Reuben has over 15 years of experience in investments and wealth management. He started his career in Singapore as a FX dealer with Standard Chartered Bank in 2002 and Sumitomo Mitsui Banking Corporation in 2006. He is also an experienced Treasury Specialist working on advisory, treasury and execution for the affluent customers with Standard Chartered Bank. He returned to Malaysia and joined OCBC Bank in 2014 and has held various roles leading the advisory and product management group prior to his appointment as Head of Wealth Management OCBC Bank. In his current role, he oversees OCBC’s Malaysia wealth management product strategy, development and advisory units

Anurag’s expertise and passion lies in a blend of people, business, and technology. Known for his ability to develop pragmatic solutions to big ugly problems, Anurag is regarded as a reliable and trusted partner by his clients and peers, and an authentic leader who is recognised for his mentorship and care. Anurag specialises in digital wealth management, asset management infrastructure and helping financial services executives make better decisions using data and analytics. Putting people first in every journey, he believes that technology only exists to drive business if users embrace and understand it. Passionate about equal opportunity though education, in his leisure time Anurag supports Dyslexia Association of Singapore. Anurag is a Computer Science engineer and holds a Master of Business Administration from Indian Institute of Management, Kozhikode (IIM). Having been the registered representative of an investment bank, Anurag has a strong understanding of the day to day dealing of the financial markets.

Michael has an extensive background in financial services in Asia, Europe and North America. He has been in Asia-Pacific since 1995 – first in Hong Kong for six years, then in Sydney and Singapore, returning to Hong Kong in 2007. Before setting up Hubbis in early 2009, Michael founded Pacific Prospect in 2002 and sold it to global business-to-business publisher Incisive Media in 2006, continuing to serve as Chief Executive Officer until October 2008. Prior to Pacific Prospect, Michael worked for nine years in financial markets publishing. He joined Euromoney Publications in 1993 as the publisher of a quarterly magazine, International Bond Investor. In 1995, Michael joined Thomson Financial Services (now Thomson Reuters) to conceive and launch Finance Asia magazine. While he was Managing Director of Finance Asia, Michael also started the Asian Debt Review, Asian Private Capital Magazine and started the Finance Asia Conference Business. In 1997, Michael founded FIA Limited. Born in North Wales, Michael was head boy of St David’s College Llandudno. He has a degree in Business Administration from Cardiff University. And is married with three children - Reanna, Garett and Tarryn.