VIETNAM WEALTH MANAGEMENT FORUM 2022

Bao has over 25 years of international experience in financial services working in various countries, including the US, South Korea, Singapore, Thailand and Vietnam. He has served in senior leadership roles at Prudential, AIA, Citibank, Samsung, Anpha Capital, Standard Chartered, BIDV Metlife, GoBear, Salesforce, and Syfe, before launching Vietnam Capital Advisors. Vietnamese by birth, Bao Nguyen was raised in Washington DC in the US. He graduated from the University of Maryland College Park, majoring in Economics. Bao holds a Fund Management License issued by the State Securities Commission of Vietnam, and is a frequent lecturer at the Vietnam International University.

Nam Nguyen is a leading business and tax advisor in Vietnam who has over 25 years of work experience in Big-4 firms in Vietnam (including EY, KPMG, PwC), with over 10 years of experience at Partner’s level at these firms. Since 2017, he runs his own professional service firm, Nam Nguyen Consulting (NNC) which is now rebranded to Kreston NNC, a member of Kreston Global which has over 750 offices in over 110 countries. Nam is highly regarded as “trusted advisor” by leading local business founders and companies, and multinational companies in Vietnam, as evidenced by his long-lasting work relationships with them. He has received awards from Vietnam’s Minister of Finance and Prime Minister for contributions to the tax profession in Vietnam, and recognitions by International Tax Review as one of Vietnam’s tax controversy leaders. Kreston NNC has also received awards by APAC Insider Magazine as the Best Independence Tax Firm. Nam obtained education in Australian Universities including a Master of Professional Accounting. He holds fellow membership of CPA Australia and is the Chairperson of CPA Australia Advisory Committee in South Vietnam. In addition, he is a member of International Tax Specialist Group (ITGS), Vietnam Tax Consultants Association (VTCA) and CFO Vietnam. Nam regularly speaks, and authors several publications, on the topics of doing business in Vietnam and taxation, and through his association with professional bodies he involves actively in advocacy for legislative and policy reforms that promote fair, transparent, and pro-business administration in Vietnam.

Mukesh is leading Retail Digital Business for Techcombank Vietnam. Together with a diverse mix of business directors, senior product owners, data & technology team - he is responsible for driving digital transformation of consumer business for the bank. Mukesh has close to two decades of experience in Banking and Financial Services industry in Asia markets. He has worked across Global MNC organizations and country specific start-ups; worked in well-established matured markets like Hong Kong, Singapore to emerging and fast developing markets like India, Indonesia & Vietnam. Mukesh brings along diverse experience in leading large scale strategic initiatives across business value chain - sales & distribution digitization, robotics process automation and operational excellence, customer experience transformation, target operating model optimization, direct to customer and digital assisted omni-channel advisory services.

With more than 10 years working in several industries such as FMCG, Retail and 13 years in Finance, Vu have huge experience at senior management role in variety functions ie. Sales, Marketing, CEO, Chairman. He is seeking for the more challenging working environment to add value for the business growth.

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.

Le Quang Huy is the PwC Digital Transformation Director, Data & Cloud & Digital Transformation, with 25 years’ experience, was being as COO and CIO for many industries: Insurance, Banking, Financial Services, FMCG, Education, Real Estate… from multinational and regional clients like IBM, FrieslandCampina, Manulife Financial, Chubb, Prudential UK, Sun Life Financial… to largest local private groups in Vietnam like VinGroup, Van Thinh Phat, Techcombank, Nova Group.... He built up and led business transformation programmes that include strategy, enterprise architect, digital transformation, IT roadmap, customer and targe operating model, operation excellence, business process reengineering, core systems implementation, and distribution productivity improvement. His thought leadership is customer-centred focussing on creation and delivery of customer value. He is assertive and creative in action with expertise in translating long-term goals into action plans. He has an effective leadership with proven motivational style in developing highly effective teams to lead his companies to the top position and become the leading nation-wide service provider.

Brook Taylor is the Chief Executive Officer – Asset Management of VinaCapital. Mr Taylor has lived and worked in Vietnam since 1997, and has more than 25 years of management experience, including more than eight years as a senior partner with major accounting firms. Previously, he was deputy managing partner of Deloitte in Vietnam and head of the firm’s audit practice. He was also managing partner of Arthur Andersen Vietnam and a senior audit partner at KPMG. Mr Taylor’s expertise spans a broad range of management and finance areas including accounting, business planning, audit, corporate finance, taxation, and risk management. He holds an Executive MBA from INSEAD and a Bachelor of Commerce and Administration from Victoria University of Wellington.

Pramoth Rajendran is currently the Country Head of Wealth and Personal Banking (WPB) for HSBC Vietnam leading this ever-expanding segment of HSBC’s business as Vietnam’s middle class and mass affluent segment continues to grow alongside the country’s dynamic and fast-changing economy. Pramoth has over 15 years of financial services industry experience. Joining HSBC Australia in 2014, he led the secured risk function and since then he also had extensive global roles in retail banking with HSBC Hong Kong. Prior to joining HSBC, Pramoth spent many years working in the Australian financial services industry and has a wealth of experience in strategy, product, risk management, sales and transformation. Pramoth holds a Bachelor in Computer Science from Monash University, Melbourne, Australia.

Huy Nghiem is the founder & CEO of Finhay, the most popular online investment application in Vietnam 2021 & owner of Vina Securities (VNSC). He graduated from University of Sydney, and had over 5 years working for AMP as a Financial advisor in Australia. In 2020, he was nominated in list Forbes 30 under 30 Asia.

Thu oversees the investment activities of the firm’s open-ended funds and segregated mandates for both domestic and international markets. Thu has 19 years of experience in Asian capital markets, having worked for DBS Bank (Singapore), DBS Asset Management (Singapore) and BankInvest Group (Denmark). Prior to joining VinaCapital in 2015, Thu was co-founder, CEO and CIO of Vietnam Asset Management, where she executed a successful track record managing several open-ended funds investing in Vietnamese equities. Thu has been instrumental in developing VinaCapital’s open-ended fund business to international standards. Thu holds a Bachelor of Business Administration (First Class Honours) from the National University of Singapore and is a CFA charterholder.

Gauraw has over 20 years of experience in Banking and Wealth Management in Asia. He has extensive background in building and managing large scale businesses in top global and domestic financial institutions like Standard Chartered, GE, ICICI, VPBank and VNDIRECT. He has diverse experience across wealth & asset management, fintech & digital platforms, customer segmentation, retail banking and capital markets. He has been in Vietnam since 2018 where he is currently the Managing Director at VNDIRECT- one of the largest securities firms in Vietnam, offering securities, wealth management, capital market and asset management services to retail, corporate and institutional clients. Gauraw has been a regular speaker in prestigious industry forums and has featured articles in leading publications.

Eric has 30 years of experience in asset management and wealth management. He has held senior roles in management, sales and strategy as a Managing Director at AllianceBernstein, Hartford Funds and New York Life. Eric is based in Ho Chi Minh City and is responsible for sales and marketing for VinaCapital Asset Management’s retail and institutional businesses. Eric earned a BA from Occidental College in Diplomacy & World Affairs, with a Minor in Asian Studies.

With nearly 20 years of experience in the Finance - Banking industry, Ms. Ngo Thu Phuong has held many important positions at Vietnam Joint Stock Commercial Bank for Industry and Trade on Credit - Investment Risk Management, Retail Product Development ... Ms. Ngo Thu Phuong graduated with a Bachelor of Economics and Master of Risk Management from Aix University – Marseille (France).

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.

Hanzhi Ding is the CEO and CIO of Banque Internationale à Luxembourg (BIL) in Hong Kong, which is the oldest Luxembourgish private bank with 166 years of history. He oversees the firm’s operations in Wealth Management, Asset Management and Corporate Solutions, and actively develops businesses in the Greater China and Southeast Asia regions. Before BIL, Hanzhi assumed various senior and managerial roles at Bank of America Merrill Lynch, Nomura and Huatai Securities. He started his investment career with Citigroup Global Markets in Hong Kong. Hanzhi had won numerous awards making him one of the top research analysts in Asia Pacific including seven years’ of No.1 rankings by Institutional Investors All Asia/China Poll. Hanzhi holds a Master’s degree from Stanford University.

Jacky Poh is the Deputy Managing Partner for Henley & Partners Singapore and is a member of the Investment Migration Council. Jacky specializes in residence- and citizenship-by-investment planning services for high-net-worth (HNW) private clients. He holds an MBA from the University of Manchester and a bachelor’s degree in mechanical engineering, specializing in ergonomics and with a minor in entrepreneurship. For the past decade, Jacky has managed HNW client assets in both local and foreign private banks in Asia. With his experience as a wealth management practitioner, he relates well to HNW individuals and is able to address clients’ concerns with the most appropriate solution. Jacky is proficient in both English and Mandarin.

With over 18 years of experience in financial services and fintech in APAC, Eric currently leads business development for Iress Asia working with senior leadership teams on building the next-generation wealth management, trading and investment management platforms. Prior to joining Iress, Eric spent over a decade with Maybank Investment Banking Group traversing multiple roles and as the Regional Head of Digital Business Strategy, he led the digital transformation program to enable business growth through delivery of innovative digital capabilities. He started off his career in Accenture, specialising in financial services and digital banking transformation programmes.

Parida Leelaniramol is a Business Development Manager of Comarch (Thailand). She is responsible for developing and selling products for client in Thailand and Asia Pacific Region. With her Bachelor degree in Computer Science and more than 10 years of experience in Financial Technology company, she has focused on helping banks drive innovation and transformation.

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.

Gauraw has over 20 years of experience in Banking and Wealth Management in Asia. He has extensive background in building and managing large scale businesses in top global and domestic financial institutions like Standard Chartered, GE, ICICI, VPBank and VNDIRECT. He has diverse experience across wealth & asset management, fintech & digital platforms, customer segmentation, retail banking and capital markets. He has been in Vietnam since 2018 where he is currently the Managing Director at VNDIRECT- one of the largest securities firms in Vietnam, offering securities, wealth management, capital market and asset management services to retail, corporate and institutional clients. Gauraw has been a regular speaker in prestigious industry forums and has featured articles in leading publications.

With nearly 20 years of experience in the Finance - Banking industry, Ms. Ngo Thu Phuong has held many important positions at Vietnam Joint Stock Commercial Bank for Industry and Trade on Credit - Investment Risk Management, Retail Product Development ... Ms. Ngo Thu Phuong graduated with a Bachelor of Economics and Master of Risk Management from Aix University – Marseille (France).

Jacky Poh is the Deputy Managing Partner for Henley & Partners Singapore and is a member of the Investment Migration Council. Jacky specializes in residence- and citizenship-by-investment planning services for high-net-worth (HNW) private clients. He holds an MBA from the University of Manchester and a bachelor’s degree in mechanical engineering, specializing in ergonomics and with a minor in entrepreneurship. For the past decade, Jacky has managed HNW client assets in both local and foreign private banks in Asia. With his experience as a wealth management practitioner, he relates well to HNW individuals and is able to address clients’ concerns with the most appropriate solution. Jacky is proficient in both English and Mandarin.

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.

Bao has over 25 years of international experience in financial services working in various countries, including the US, South Korea, Singapore, Thailand and Vietnam. He has served in senior leadership roles at Prudential, AIA, Citibank, Samsung, Anpha Capital, Standard Chartered, BIDV Metlife, GoBear, Salesforce, and Syfe, before launching Vietnam Capital Advisors. Vietnamese by birth, Bao Nguyen was raised in Washington DC in the US. He graduated from the University of Maryland College Park, majoring in Economics. Bao holds a Fund Management License issued by the State Securities Commission of Vietnam, and is a frequent lecturer at the Vietnam International University.

Hanzhi Ding is the CEO and CIO of Banque Internationale à Luxembourg (BIL) in Hong Kong, which is the oldest Luxembourgish private bank with 166 years of history. He oversees the firm’s operations in Wealth Management, Asset Management and Corporate Solutions, and actively develops businesses in the Greater China and Southeast Asia regions. Before BIL, Hanzhi assumed various senior and managerial roles at Bank of America Merrill Lynch, Nomura and Huatai Securities. He started his investment career with Citigroup Global Markets in Hong Kong. Hanzhi had won numerous awards making him one of the top research analysts in Asia Pacific including seven years’ of No.1 rankings by Institutional Investors All Asia/China Poll. Hanzhi holds a Master’s degree from Stanford University.

Thu oversees the investment activities of the firm’s open-ended funds and segregated mandates for both domestic and international markets. Thu has 19 years of experience in Asian capital markets, having worked for DBS Bank (Singapore), DBS Asset Management (Singapore) and BankInvest Group (Denmark). Prior to joining VinaCapital in 2015, Thu was co-founder, CEO and CIO of Vietnam Asset Management, where she executed a successful track record managing several open-ended funds investing in Vietnamese equities. Thu has been instrumental in developing VinaCapital’s open-ended fund business to international standards. Thu holds a Bachelor of Business Administration (First Class Honours) from the National University of Singapore and is a CFA charterholder.

Pramoth Rajendran is currently the Country Head of Wealth and Personal Banking (WPB) for HSBC Vietnam leading this ever-expanding segment of HSBC’s business as Vietnam’s middle class and mass affluent segment continues to grow alongside the country’s dynamic and fast-changing economy. Pramoth has over 15 years of financial services industry experience. Joining HSBC Australia in 2014, he led the secured risk function and since then he also had extensive global roles in retail banking with HSBC Hong Kong. Prior to joining HSBC, Pramoth spent many years working in the Australian financial services industry and has a wealth of experience in strategy, product, risk management, sales and transformation. Pramoth holds a Bachelor in Computer Science from Monash University, Melbourne, Australia.

With more than 10 years working in several industries such as FMCG, Retail and 13 years in Finance, Vu have huge experience at senior management role in variety functions ie. Sales, Marketing, CEO, Chairman. He is seeking for the more challenging working environment to add value for the business growth.

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.

Parida Leelaniramol is a Business Development Manager of Comarch (Thailand). She is responsible for developing and selling products for client in Thailand and Asia Pacific Region. With her Bachelor degree in Computer Science and more than 10 years of experience in Financial Technology company, she has focused on helping banks drive innovation and transformation.

Huy Nghiem is the founder & CEO of Finhay, the most popular online investment application in Vietnam 2021 & owner of Vina Securities (VNSC). He graduated from University of Sydney, and had over 5 years working for AMP as a Financial advisor in Australia. In 2020, he was nominated in list Forbes 30 under 30 Asia.

Mukesh is leading Retail Digital Business for Techcombank Vietnam. Together with a diverse mix of business directors, senior product owners, data & technology team - he is responsible for driving digital transformation of consumer business for the bank. Mukesh has close to two decades of experience in Banking and Financial Services industry in Asia markets. He has worked across Global MNC organizations and country specific start-ups; worked in well-established matured markets like Hong Kong, Singapore to emerging and fast developing markets like India, Indonesia & Vietnam. Mukesh brings along diverse experience in leading large scale strategic initiatives across business value chain - sales & distribution digitization, robotics process automation and operational excellence, customer experience transformation, target operating model optimization, direct to customer and digital assisted omni-channel advisory services.

Le Quang Huy is the PwC Digital Transformation Director, Data & Cloud & Digital Transformation, with 25 years’ experience, was being as COO and CIO for many industries: Insurance, Banking, Financial Services, FMCG, Education, Real Estate… from multinational and regional clients like IBM, FrieslandCampina, Manulife Financial, Chubb, Prudential UK, Sun Life Financial… to largest local private groups in Vietnam like VinGroup, Van Thinh Phat, Techcombank, Nova Group.... He built up and led business transformation programmes that include strategy, enterprise architect, digital transformation, IT roadmap, customer and targe operating model, operation excellence, business process reengineering, core systems implementation, and distribution productivity improvement. His thought leadership is customer-centred focussing on creation and delivery of customer value. He is assertive and creative in action with expertise in translating long-term goals into action plans. He has an effective leadership with proven motivational style in developing highly effective teams to lead his companies to the top position and become the leading nation-wide service provider.

With over 18 years of experience in financial services and fintech in APAC, Eric currently leads business development for Iress Asia working with senior leadership teams on building the next-generation wealth management, trading and investment management platforms. Prior to joining Iress, Eric spent over a decade with Maybank Investment Banking Group traversing multiple roles and as the Regional Head of Digital Business Strategy, he led the digital transformation program to enable business growth through delivery of innovative digital capabilities. He started off his career in Accenture, specialising in financial services and digital banking transformation programmes.

Nam Nguyen is a leading business and tax advisor in Vietnam who has over 25 years of work experience in Big-4 firms in Vietnam (including EY, KPMG, PwC), with over 10 years of experience at Partner’s level at these firms. Since 2017, he runs his own professional service firm, Nam Nguyen Consulting (NNC) which is now rebranded to Kreston NNC, a member of Kreston Global which has over 750 offices in over 110 countries. Nam is highly regarded as “trusted advisor” by leading local business founders and companies, and multinational companies in Vietnam, as evidenced by his long-lasting work relationships with them. He has received awards from Vietnam’s Minister of Finance and Prime Minister for contributions to the tax profession in Vietnam, and recognitions by International Tax Review as one of Vietnam’s tax controversy leaders. Kreston NNC has also received awards by APAC Insider Magazine as the Best Independence Tax Firm. Nam obtained education in Australian Universities including a Master of Professional Accounting. He holds fellow membership of CPA Australia and is the Chairperson of CPA Australia Advisory Committee in South Vietnam. In addition, he is a member of International Tax Specialist Group (ITGS), Vietnam Tax Consultants Association (VTCA) and CFO Vietnam. Nam regularly speaks, and authors several publications, on the topics of doing business in Vietnam and taxation, and through his association with professional bodies he involves actively in advocacy for legislative and policy reforms that promote fair, transparent, and pro-business administration in Vietnam.

Eric has 30 years of experience in asset management and wealth management. He has held senior roles in management, sales and strategy as a Managing Director at AllianceBernstein, Hartford Funds and New York Life. Eric is based in Ho Chi Minh City and is responsible for sales and marketing for VinaCapital Asset Management’s retail and institutional businesses. Eric earned a BA from Occidental College in Diplomacy & World Affairs, with a Minor in Asian Studies.

Jacky Poh is the Deputy Managing Partner for Henley & Partners Singapore and is a member of the Investment Migration Council. Jacky specializes in residence- and citizenship-by-investment planning services for high-net-worth (HNW) private clients. He holds an MBA from the University of Manchester and a bachelor’s degree in mechanical engineering, specializing in ergonomics and with a minor in entrepreneurship. For the past decade, Jacky has managed HNW client assets in both local and foreign private banks in Asia. With his experience as a wealth management practitioner, he relates well to HNW individuals and is able to address clients’ concerns with the most appropriate solution. Jacky is proficient in both English and Mandarin.

Eric has 30 years of experience in asset management and wealth management. He has held senior roles in management, sales and strategy as a Managing Director at AllianceBernstein, Hartford Funds and New York Life. Eric is based in Ho Chi Minh City and is responsible for sales and marketing for VinaCapital Asset Management’s retail and institutional businesses. Eric earned a BA from Occidental College in Diplomacy & World Affairs, with a Minor in Asian Studies.

Brook Taylor is the Chief Executive Officer – Asset Management of VinaCapital. Mr Taylor has lived and worked in Vietnam since 1997, and has more than 25 years of management experience, including more than eight years as a senior partner with major accounting firms. Previously, he was deputy managing partner of Deloitte in Vietnam and head of the firm’s audit practice. He was also managing partner of Arthur Andersen Vietnam and a senior audit partner at KPMG. Mr Taylor’s expertise spans a broad range of management and finance areas including accounting, business planning, audit, corporate finance, taxation, and risk management. He holds an Executive MBA from INSEAD and a Bachelor of Commerce and Administration from Victoria University of Wellington.