MALAYSIA WEALTH MANAGEMENT FORUM 2024

Vibhooti Chaturvedi is Avaloq’s Regional Sales Director for South Asia, with 20 years of experience in core banking, digital banking, wealth management software and other enterprise solutions. He is responsible for driving Avaloq’s impressive growth in South Asia and is based in Singapore. He works closely with the region’s banks and wealth managers to ensure the successful digital transformation of their wealth management platforms.

Tomoko brings over 18 years of dedicated experience in the financial industry to her role as Sales Director covering Southeast Asia at Avaloq, a leader in wealth management solutions. In her previous role, she served as an Account Director for Key Strategic Accounts at LSEG (formerly Thomson Reuters and Refinitiv) in Singapore, where she specialized in strategic account management and market expansion initiatives. Prior to her tenure at LSEG, Tomoko held positions at various financial institutions in Thailand, including CIMB Thai and Thanachart Bank, gaining valuable insights into financial sales, trading, and strategic planning.

Kenny Suen is the Chief Marketing Officer of Bill Morrisons Wealth Management Group, a CMS license holder with the Securities Commission and a BNM Approved FA in Malaysia. Bill Morrisons has built partnership presence in Thailand and Indonesia through expansion of wealth management solutions in the region. With a career spanning more than 25 years as a banking and financial services professional, Kenny is familiar with the wealth management industry and has developed strong relationships with financial institutions in Malaysia and abroad through his various appointments in Citibank, Principal Asset Management, CIMB Bank, UOB Bank, Alliance Bank and Hansard International Ltd. Kenny has crafted strategies in wealth solutions, trained and equipped candidates with the right skills and expertise to become the leading financial advisory consultants across the region. Kenny has an MBA from Herriot-Watt Business School and graduated from RMIT University, Australia with a Degree in Economics & Finance. Kenny holds a CFP and Syariah RFP and is also a Labuan FSA-licensed insurance broker.

Rajesh is a seasoned banking professional with over 25 years of experience, specializing in Affluent business with over 15 years. His expertise extends across 10 markets in Asia and the Middle East. This vast regional exposure has equipped him with a comprehensive understanding of diverse markets, regulatory landscapes, and client preferences, positioning him as a strategic regional leader and is currently heading the Regional Affluent business with CIMB. With a focus on Wealth Management business and product management, he has a strong and proven track record of driving sales productivity through innovative Wealth Tech technologies. His strategic initiatives have enhanced operational efficiency and driven revenue growth for the bank. He is renowned for his proficiency in digital innovation and adaptability, particularly in deploying multiple digital solutions to enhance client experience and operational efficiency and excels in crafting personalized strategies tailored to meet the needs of affluent clients. Rajesh's contributions to the financial services sector have been widely recognized, earning him prestigious awards such as the "Wealth Hub of the Year" and "The Asian Banker Industry Award." These accolades underscore his significant impact and leadership in the industry, reinforcing his position as a key banking professional.

Alessandro Zhu is currently serving as the Portfolio Manager and Deputy Head at a prominent firm in Hong Kong since 2021, where he manages both active and ETF Fixed Income products, focusing on global rates and credits. Previously, from 2015 to 2021, he was an Associate Portfolio Manager with Allianz Global Investors in their Asia Fixed Income division, covering fixed income products for retail and institutional client. In this role, he was responsible for macro research, credit analysis, investment strategy formulation, and trade execution. Earlier, Alessandro was a Credit Analyst at Moody's Rating Service in London during 2014-2015. He holds a Bachelor’s Degree in Management from Warwick Business School and a Postgraduate degree in Economics from the University of Cambridge. Fluent in English, Mandarin, and Italian, Alessandro brings a diverse and comprehensive skill set to his leadership roles in finance.

Endang Werang is Business Development Manager at Comarch, with 20 years of experience in consulting in financial services. She is responsible for identifying new business opportunities and developing strategic partnerships in wealth management area. She was Senior Account Manager in Temenos before joining Comarch. Endang holds Bachelor’s degree in Computer and Information Sciences from Universitas Gunadarma.

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.

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.

David is Head of Distribution for Investors Trust Assurance in the Asia region, where he is well known in the market having spent over 20 years working in both Malaysia and Hong Kong and in total has more than 30 years experience in the life industry in the UK and internationally. He has worked primarily with the independent financial advisory and wealth management channels for most of his career but prior to joining ITA was Hong Kong General Manager for another major offshore life provider with responsibility for the Compliance, Operations and Marketing functions as well as sales.

Alex Ng has an extensive work experience in the financial industry. Alex currently holds the position of Head of Intermediary Sales, Asia ex Japan at Janus Henderson Investors since July 2022. Prior to this, they served as the Head of Wholesale Distribution, Asia at Federated Hermes - International from November 2020 to July 2022. Before their tenure at Federated Hermes, Alex worked at Aberdeen Standard Investments as a Director, Banks - Singapore from July 2018 to November 2020, where they were responsible for product distribution and key account management. Alex also held the role of Senior Business Development Manager at the same company from February 2015 to July 2018. Alex's earlier career includes working as an Associate Director - Business Development (Europe) at Lion Global Investors Limited from July 2013 to January 2015. Alex also served as a Senior Sales Manager at Reliance Asset Management Singapore PTE. LTD. from June 2010 to July 2013, where they focused on sales and marketing of investment products. Furthermore, Alex held positions at Superfund Financial (Hong Kong) LTD as a Sales Manager from March 2009 to June 2010, and at Doric Capital Corporation as an Investor Relations Manager from September 2008 to February 2009. Prior to their financial industry roles, Alex owned and managed Avalon New York from 2003 to 2009, and worked in a promotions role at Avalon Boston from 2001 to 2003. Alex also gained experience as a Vice President, Sales at Eurekahedge PTE LTD from July 2005 to September 2008. Overall, Alex Ng has a diverse background in sales, distribution, and key account management within the financial industry. Alex Ng completed their high school education at Saint George's from 1992 to 1996, earning a High School Degree. Following that, they attended Northeastern University from 1997 to 2002, obtaining a Bachelor's degree in Finance, MIS, with a minor in Sociology.

K.R.Raju is one of the veterans in the Financial Planning industry being one of the earliest recipients of the Chartered Financial Consultant (ChFC) qualification offered by American College. Besides that, Raju also carries the qualification of a Certified Financial Planner (CFP) and also a life member of the prestigious Million Dollar Round Table (MDRT) award. While being in the industry for over 35 years, Raju has developed a close relationship with some of the leading practitioners in Australia and from their practice models; he realizes that there will be a revolutionary change taking place in the financial services industry in the whole of ASEAN, demand for competent advice will be the future driven by technology will be the order of the day. With this mindset, Raju has further enhanced the Australian practice model and integrated it within the practice of MCG Group in his recent partnership. With his leadership, commitment, passion and partnership with MCG Group, it is expected the group will eventually become one of the leading financial planning companies in Malaysia in providing quality comprehensive financial solutions. His Practise model of PLAN/STRUCTURING, ADVICE & PRODUCT SOLUTION(PAP) has resulted as one of the top Financial Planning Brand which has produced numerous advisers as award winners(Malaysian Financial Planning Awardees (MYFPAA) in the country. Immediate past president of the Malaysian Financial Planners & Advisers Association regularly contributes to the industry in his speaking assignments & articles. Author of one of the earliest financial planning book “Winning Strategies in Financial Planning (2001) and his latest book “How to Live and Die with Dignity, Financial Planning Shows You the Way (2024).” He strongly propagates that buying financial products without a plan is like taking medication without examining oneself of his/her medical condition.

Eng Ping is the Maybank Head of Private Wealth Malaysia, with over 23 years of banking experience in Malaysia, Singapore and Hong Kong. He oversees the overall management of the private banking franchise for Maybank in Malaysia, with a specific focus on leveraging the group’s strengths as a bank for entrepreneurs. Eng Ping’s extensive client coverage experience in managing mid to large-cap Malaysian companies, and a track record of executing bank financing, advisory and capital market transactions have positioned Maybank Private as the adviser of choice for clients, winning The Asian Private Banker’s Best Private Bank in Malaysia award for five years in a row.

Nor Fazlina serves as the Chief Executive Officer at Maybank Trustees Berhad, leading its trustee services for individuals and corporates while spearheading transformative initiatives. She holds the distinction of being one of the founding committee members and the current secretary of STEP Malaysia, a global professional body dedicated to aiding families in planning for their financial future. With over 20 years of expertise in private banking, trust, and fiduciary services, Fazlina's portfolio includes a spectrum of trusts established internationally in locations such as Labuan, Jersey, and the United Kingdom. Fazlina is known for assisting Ultra High Net Worth (HNW) and HNW clients, specialising in setting up family trusts, foundations, and estate administration solutions. Her instrumental role extends to providing clients with tailored wealth transfer solutions, fostering sustainable ecosystems for multi-generational families.

Jamie Bubb-Sacklyn is a U.K. Chartered Financial Planner with a decade of experience in private wealth management. He currently specialises in wealth and succession planning for high-net-worth individuals and family offices. After graduating from Cardiff University with a Bachelor’s degree in Pure Mathematics, Jamie commenced his career at RBC Brewin Dolphin in Cheltenham, UK. In early 2018 he moved to Malaysia to bring the U.K. model of advice and client service to the international HNW and expatriate market. He holds the Advanced Diploma in Financial Planning and is a Chartered Financial Planner with the Chartered Insurance Institute, regularly leading seminars to educate the community on succession planning and evolving regulations. Outside of work he is a keen footballer and trail runner as well as an extensive traveller and reader. Jamie believes exploring different cultures is key as he works with clients from many different backgrounds.

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.

Farah Deba is a Partner of Messrs Wong Lu Peen & Tunku Alina. She is known for her specialist knowledge in multi-generational inheritance & succession matters for Muslims and non-Muslim families. Her work includes rendering advice for trust set up, estate planning and administration covering the dual legal system of civil and Syariah law as applied in Malaysia. In the private wealth sector, Farah structures various types of members and charitable trusts and foundations on the Malaysian shore and Labuan. Over her 30 years of legal practice, Farah has also given advice on other matters like corporate and commercial works, intellectual property, banking (conventional and Islamic), real estate & infrastructure locally in Malaysia and abroad, personal data protection, competition, and privacy laws. Farah is a registered mediator with the Bar Council Malaysian Mediation Centre. She is also the current Chair of the Society of Trust and Estate Practitioner Malaysia branch (‘STEP Malaysia’).

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

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.

Darell Miller is Managing Director, APAC based in Singapore, leading the company’s growth across the APAC region. He has a huge breadth of experience in FinTech for over 25 years, bringing innovative solutions to financial markets, helping clients exceed their goals, and building great sales and account management teams. Darell’s experience crosses a wide breadth of the financial markets in firms like UBS, Refinitiv, and many more. In his last three roles he has focused on Reg-tech solutions in the fields of KYC, trade surveillance, benchmarks, and regulatory risk & reporting. Darell holds a Law Degree from the University of Sheffield in the UK and combines this understanding with a deep interest in financial markets, structures, and institutions.

Anurag currently serves as General Manager and Head, Asia Pacific at additiv, a global leader in Fintech and embedded finance which enables leading financial and non-financial institutions globally to develop new and transform existing business models, capitalizing on digital innovation and Finance-as-a-Service capabilities. At additiv, Anurag is responsible for driving the company's growth in APAC through strategic partnerships with clients, assisting them in creating new profit pools through complementary business lines and enhanced efficiency. Anurag’s extensive background in financial markets, both in APAC and globally, is marked by his senior roles at prominent consultancies and financial service organizations such as PwC and SBI Capital Markets, where he advised the boards and C-suite executives in their digital transformation journey and capital market activities.

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.

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.

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

Rajesh is a seasoned banking professional with over 25 years of experience, specializing in Affluent business with over 15 years. His expertise extends across 10 markets in Asia and the Middle East. This vast regional exposure has equipped him with a comprehensive understanding of diverse markets, regulatory landscapes, and client preferences, positioning him as a strategic regional leader and is currently heading the Regional Affluent business with CIMB. With a focus on Wealth Management business and product management, he has a strong and proven track record of driving sales productivity through innovative Wealth Tech technologies. His strategic initiatives have enhanced operational efficiency and driven revenue growth for the bank. He is renowned for his proficiency in digital innovation and adaptability, particularly in deploying multiple digital solutions to enhance client experience and operational efficiency and excels in crafting personalized strategies tailored to meet the needs of affluent clients. Rajesh's contributions to the financial services sector have been widely recognized, earning him prestigious awards such as the "Wealth Hub of the Year" and "The Asian Banker Industry Award." These accolades underscore his significant impact and leadership in the industry, reinforcing his position as a key banking professional.

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.

Kenny Suen is the Chief Marketing Officer of Bill Morrisons Wealth Management Group, a CMS license holder with the Securities Commission and a BNM Approved FA in Malaysia. Bill Morrisons has built partnership presence in Thailand and Indonesia through expansion of wealth management solutions in the region. With a career spanning more than 25 years as a banking and financial services professional, Kenny is familiar with the wealth management industry and has developed strong relationships with financial institutions in Malaysia and abroad through his various appointments in Citibank, Principal Asset Management, CIMB Bank, UOB Bank, Alliance Bank and Hansard International Ltd. Kenny has crafted strategies in wealth solutions, trained and equipped candidates with the right skills and expertise to become the leading financial advisory consultants across the region. Kenny has an MBA from Herriot-Watt Business School and graduated from RMIT University, Australia with a Degree in Economics & Finance. Kenny holds a CFP and Syariah RFP and is also a Labuan FSA-licensed insurance broker.

Tomoko brings over 18 years of dedicated experience in the financial industry to her role as Sales Director covering Southeast Asia at Avaloq, a leader in wealth management solutions. In her previous role, she served as an Account Director for Key Strategic Accounts at LSEG (formerly Thomson Reuters and Refinitiv) in Singapore, where she specialized in strategic account management and market expansion initiatives. Prior to her tenure at LSEG, Tomoko held positions at various financial institutions in Thailand, including CIMB Thai and Thanachart Bank, gaining valuable insights into financial sales, trading, and strategic planning.

Anurag currently serves as General Manager and Head, Asia Pacific at additiv, a global leader in Fintech and embedded finance which enables leading financial and non-financial institutions globally to develop new and transform existing business models, capitalizing on digital innovation and Finance-as-a-Service capabilities. At additiv, Anurag is responsible for driving the company's growth in APAC through strategic partnerships with clients, assisting them in creating new profit pools through complementary business lines and enhanced efficiency. Anurag’s extensive background in financial markets, both in APAC and globally, is marked by his senior roles at prominent consultancies and financial service organizations such as PwC and SBI Capital Markets, where he advised the boards and C-suite executives in their digital transformation journey and capital market activities.

Jamie Bubb-Sacklyn is a U.K. Chartered Financial Planner with a decade of experience in private wealth management. He currently specialises in wealth and succession planning for high-net-worth individuals and family offices. After graduating from Cardiff University with a Bachelor’s degree in Pure Mathematics, Jamie commenced his career at RBC Brewin Dolphin in Cheltenham, UK. In early 2018 he moved to Malaysia to bring the U.K. model of advice and client service to the international HNW and expatriate market. He holds the Advanced Diploma in Financial Planning and is a Chartered Financial Planner with the Chartered Insurance Institute, regularly leading seminars to educate the community on succession planning and evolving regulations. Outside of work he is a keen footballer and trail runner as well as an extensive traveller and reader. Jamie believes exploring different cultures is key as he works with clients from many different backgrounds.

Endang Werang is Business Development Manager at Comarch, with 20 years of experience in consulting in financial services. She is responsible for identifying new business opportunities and developing strategic partnerships in wealth management area. She was Senior Account Manager in Temenos before joining Comarch. Endang holds Bachelor’s degree in Computer and Information Sciences from Universitas Gunadarma.

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.

Vibhooti Chaturvedi is Avaloq’s Regional Sales Director for South Asia, with 20 years of experience in core banking, digital banking, wealth management software and other enterprise solutions. He is responsible for driving Avaloq’s impressive growth in South Asia and is based in Singapore. He works closely with the region’s banks and wealth managers to ensure the successful digital transformation of their wealth management platforms.

Darell Miller is Managing Director, APAC based in Singapore, leading the company’s growth across the APAC region. He has a huge breadth of experience in FinTech for over 25 years, bringing innovative solutions to financial markets, helping clients exceed their goals, and building great sales and account management teams. Darell’s experience crosses a wide breadth of the financial markets in firms like UBS, Refinitiv, and many more. In his last three roles he has focused on Reg-tech solutions in the fields of KYC, trade surveillance, benchmarks, and regulatory risk & reporting. Darell holds a Law Degree from the University of Sheffield in the UK and combines this understanding with a deep interest in financial markets, structures, and institutions.

Farah Deba is a Partner of Messrs Wong Lu Peen & Tunku Alina. She is known for her specialist knowledge in multi-generational inheritance & succession matters for Muslims and non-Muslim families. Her work includes rendering advice for trust set up, estate planning and administration covering the dual legal system of civil and Syariah law as applied in Malaysia. In the private wealth sector, Farah structures various types of members and charitable trusts and foundations on the Malaysian shore and Labuan. Over her 30 years of legal practice, Farah has also given advice on other matters like corporate and commercial works, intellectual property, banking (conventional and Islamic), real estate & infrastructure locally in Malaysia and abroad, personal data protection, competition, and privacy laws. Farah is a registered mediator with the Bar Council Malaysian Mediation Centre. She is also the current Chair of the Society of Trust and Estate Practitioner Malaysia branch (‘STEP Malaysia’).

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.

Nor Fazlina serves as the Chief Executive Officer at Maybank Trustees Berhad, leading its trustee services for individuals and corporates while spearheading transformative initiatives. She holds the distinction of being one of the founding committee members and the current secretary of STEP Malaysia, a global professional body dedicated to aiding families in planning for their financial future. With over 20 years of expertise in private banking, trust, and fiduciary services, Fazlina's portfolio includes a spectrum of trusts established internationally in locations such as Labuan, Jersey, and the United Kingdom. Fazlina is known for assisting Ultra High Net Worth (HNW) and HNW clients, specialising in setting up family trusts, foundations, and estate administration solutions. Her instrumental role extends to providing clients with tailored wealth transfer solutions, fostering sustainable ecosystems for multi-generational families.

David is Head of Distribution for Investors Trust Assurance in the Asia region, where he is well known in the market having spent over 20 years working in both Malaysia and Hong Kong and in total has more than 30 years experience in the life industry in the UK and internationally. He has worked primarily with the independent financial advisory and wealth management channels for most of his career but prior to joining ITA was Hong Kong General Manager for another major offshore life provider with responsibility for the Compliance, Operations and Marketing functions as well as sales.

Alessandro Zhu is currently serving as the Portfolio Manager and Deputy Head at a prominent firm in Hong Kong since 2021, where he manages both active and ETF Fixed Income products, focusing on global rates and credits. Previously, from 2015 to 2021, he was an Associate Portfolio Manager with Allianz Global Investors in their Asia Fixed Income division, covering fixed income products for retail and institutional client. In this role, he was responsible for macro research, credit analysis, investment strategy formulation, and trade execution. Earlier, Alessandro was a Credit Analyst at Moody's Rating Service in London during 2014-2015. He holds a Bachelor’s Degree in Management from Warwick Business School and a Postgraduate degree in Economics from the University of Cambridge. Fluent in English, Mandarin, and Italian, Alessandro brings a diverse and comprehensive skill set to his leadership roles in finance.

Eng Ping is the Maybank Head of Private Wealth Malaysia, with over 23 years of banking experience in Malaysia, Singapore and Hong Kong. He oversees the overall management of the private banking franchise for Maybank in Malaysia, with a specific focus on leveraging the group’s strengths as a bank for entrepreneurs. Eng Ping’s extensive client coverage experience in managing mid to large-cap Malaysian companies, and a track record of executing bank financing, advisory and capital market transactions have positioned Maybank Private as the adviser of choice for clients, winning The Asian Private Banker’s Best Private Bank in Malaysia award for five years in a row.

K.R.Raju is one of the veterans in the Financial Planning industry being one of the earliest recipients of the Chartered Financial Consultant (ChFC) qualification offered by American College. Besides that, Raju also carries the qualification of a Certified Financial Planner (CFP) and also a life member of the prestigious Million Dollar Round Table (MDRT) award. While being in the industry for over 35 years, Raju has developed a close relationship with some of the leading practitioners in Australia and from their practice models; he realizes that there will be a revolutionary change taking place in the financial services industry in the whole of ASEAN, demand for competent advice will be the future driven by technology will be the order of the day. With this mindset, Raju has further enhanced the Australian practice model and integrated it within the practice of MCG Group in his recent partnership. With his leadership, commitment, passion and partnership with MCG Group, it is expected the group will eventually become one of the leading financial planning companies in Malaysia in providing quality comprehensive financial solutions. His Practise model of PLAN/STRUCTURING, ADVICE & PRODUCT SOLUTION(PAP) has resulted as one of the top Financial Planning Brand which has produced numerous advisers as award winners(Malaysian Financial Planning Awardees (MYFPAA) in the country. Immediate past president of the Malaysian Financial Planners & Advisers Association regularly contributes to the industry in his speaking assignments & articles. Author of one of the earliest financial planning book “Winning Strategies in Financial Planning (2001) and his latest book “How to Live and Die with Dignity, Financial Planning Shows You the Way (2024).” He strongly propagates that buying financial products without a plan is like taking medication without examining oneself of his/her medical condition.

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.

Darell Miller is Managing Director, APAC based in Singapore, leading the company’s growth across the APAC region. He has a huge breadth of experience in FinTech for over 25 years, bringing innovative solutions to financial markets, helping clients exceed their goals, and building great sales and account management teams. Darell’s experience crosses a wide breadth of the financial markets in firms like UBS, Refinitiv, and many more. In his last three roles he has focused on Reg-tech solutions in the fields of KYC, trade surveillance, benchmarks, and regulatory risk & reporting. Darell holds a Law Degree from the University of Sheffield in the UK and combines this understanding with a deep interest in financial markets, structures, and institutions.

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.

Alex Ng has an extensive work experience in the financial industry. Alex currently holds the position of Head of Intermediary Sales, Asia ex Japan at Janus Henderson Investors since July 2022. Prior to this, they served as the Head of Wholesale Distribution, Asia at Federated Hermes - International from November 2020 to July 2022. Before their tenure at Federated Hermes, Alex worked at Aberdeen Standard Investments as a Director, Banks - Singapore from July 2018 to November 2020, where they were responsible for product distribution and key account management. Alex also held the role of Senior Business Development Manager at the same company from February 2015 to July 2018. Alex's earlier career includes working as an Associate Director - Business Development (Europe) at Lion Global Investors Limited from July 2013 to January 2015. Alex also served as a Senior Sales Manager at Reliance Asset Management Singapore PTE. LTD. from June 2010 to July 2013, where they focused on sales and marketing of investment products. Furthermore, Alex held positions at Superfund Financial (Hong Kong) LTD as a Sales Manager from March 2009 to June 2010, and at Doric Capital Corporation as an Investor Relations Manager from September 2008 to February 2009. Prior to their financial industry roles, Alex owned and managed Avalon New York from 2003 to 2009, and worked in a promotions role at Avalon Boston from 2001 to 2003. Alex also gained experience as a Vice President, Sales at Eurekahedge PTE LTD from July 2005 to September 2008. Overall, Alex Ng has a diverse background in sales, distribution, and key account management within the financial industry. Alex Ng completed their high school education at Saint George's from 1992 to 1996, earning a High School Degree. Following that, they attended Northeastern University from 1997 to 2002, obtaining a Bachelor's degree in Finance, MIS, with a minor in Sociology.