THAILAND WEALTH MANAGEMENT FORUM 2024

Win has over 20 years of professional experience in Investment Management. He is currently EVP - Head of High Net-Worth Division, Bank of Ayudhya PCL. His division is responsible for developing HNW segment strategies, building relationship and providing customized services for over 100,000 HNW clients, as well as collaborating among Krungsri Group to enhance investment advice and recommend asset allocation for clients. Prior to this, Win was Chief Investment Officer of Principal Asset Management. He led a team of 20 to win the prestigious Best Fund House – Domestic Fixed Income Award by Morningstar Thailand for 4 consecutive years. Before that, he was Head of Investments and Deputy Spokesperson of the Social Security Office, Thailand's largest institutional investor with total AUM of US$38 billion. Win holds a BA in Economics (International Program) from Thammasat University in Bangkok and an MBA from Rotterdam School of Management, Erasmus University, Netherlands. His MBA study was sponsored by the Royal Thai Government Scholarship. Win is a CFA Charterholder and is currently President of CFA Society Thailand. During the weekends, Win teaches finance courses at Thammasat University, National Institute of Development Administration (NIDA), and Assumption University in Bangkok. He was awarded an Outstanding Civil Servant in 2006 and a Rising Star Economist in 2014. He authored 3 books; ‘Invest Like A Pro’, ‘Career in Finance’ and ‘Career in Finance: Revised Edition’.

Evrard Bordier is chief executive officer of Bordier & Cie, Singapore. He has been managing partner of Bordier & Cie Group since 2011, and president of the board of Bordier Bank (TCI) since 2000. Prior to his current role in Singapore, he served as managing director of Bordier International in London for 10 years. Evrard has been in the financial industry for more than 20 years, during which he has garnered extensive international experience holding diverse positions in Singapore, Hong Kong, Geneva, Zurich, and London. Between 1997 and 2000, he served as chief of staff for the Financial Planning and Wealth Management Business Division of UBS in Zurich, overseeing all of its asset management business units across the world. Prior to that, he was a client adviser in the private banking department of Swiss Bank Corporation in Singapore where he covered the markets of Indonesia and Taiwan. He first moved to Asia in 1994 and joined Nomura International in Hong Kong as a broker. Evrard began his professional career as a lawyer at Lenz & Staehelin in Geneva, specialising in the banking and finance practice. Evrard is a direct descendant and fifth generation of the bank’s founding family. He is a member of the Society of Trust and Estate Practitioners, the Turks and Caicos Islands Bankers Association, the Financial Industry Association, and the Swiss Financial Planner Organisation.

Thiyachai Chong is currently the Executive Vice President and Head of Wealth Management & Preferred Segment at CIMB Thai Bank. In this role, he oversees end to end product strategy and growth of all wealth management solutions and advisory ranging from deposits, wealth financing, investments to bancassurance, both onshore and offshore. Prior to that he was the Managing Director of Phillip Asset Management Thailand and a Director at Phillip Life Assurance from 2018 to 2022, where he engineered a turnaround by launching market-leading offshore investment funds. Before moving to Thailand, Thiyachai consulted for Thomson Reuters in New York City, USA and Vancouver, Canada for 7 years, advising the world’s leading portfolio management firms, hedge funds, investment banks and government agencies on investment and risk management strategies. He started his investment management career at the Abu Dhabi Investment Authority (ADIA), one of the world’s largest sovereign wealth funds in 2007. Thiyachai is a Bachelor of Commerce (Finance) graduate at the University of British Columbia, Canada with a postgraduate exchange in Developmental Economics at the University of Cape Town, South Africa.

Kok Hoe holds the role of Chief Growth Officer at Chintai, a Singapore-based Fintech pioneer. Chintai leverages blockchain technology to revolutionise capital markets for banks, financial institutions, and asset managers. Beyond his professional achievements, Kok Hoe is passionately dedicated to fostering diversity and inclusivity, embodying the ethos of a forward-thinking FinTech professional. Kok Hoe's foray into the dynamic world of Blockchain and FinTech is equally compelling, with hands-on involvement in marketing, business development, and partnerships for a Crypto Assets Exchange based in Singapore. Kok Hoe brings a robust background in digital transformation, covering pivotal domains such as digital marketing, UX, analytics, and marketing automation. He's been a trusted collaborator with leading global brands across the financial services, hospitality, real estate, luxury, tech, equine industry, and consumer electronics sectors. His journey also includes a stint at a boutique Swiss Private bank, where he managed strategic institutional partnerships throughout Southeast Asia.

LinkedIn: https://www.linkedin.com/in/kokhoe/

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.

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.

Andrew is the Senior Manager Business Development for Henley & Partners (Thailand). Originally from the United States, he transplanted himself to Thailand some 14 years ago to pursue graduate degrees in Southeast Asian Studies and an MBA in Finance. Andrew provides advice to high-net-worth individuals and their families across the globe, however he has assisted many foreign nationals in obtaining their Thailand Elite visas as well as Thai (U)HNW individuals and their families with their migration planning. His work targets countries that are deemed most attractive to wealthy clients in terms of mobility, security, privacy, personal tax, and estate planning, as well as lifestyle. Andrew has a background in private equity as well as commodities trading and procurement.

Emile de Marsac is a Business Development Manager at Henley & Partners based at their Bangkok office. He focuses exclusively on advising high-net-worth individuals and their families on global residence and citizenship planning. Emile works closely with key intermediaries in South East Asia including established private banks, family offices, financial advisors, tax advisors and law firms. Originally from the United Kingdom, Emile holds a Bachelor of Science from Loughborough University (UK). He has been based in Thailand since 2009, during which time he has worked for multiple public companies in the real estate and hospitality sectors.

Jordan joined IMTF in 2018 to strengthen the Singapore regional office especially in the area of project delivery as well as regional product alignment of the modular IMTF RegTech platform. Prior to IMTF, he was in financial services consulting working with banks and insurers on projects around client information and lifecycle management processes and platforms, regulatory-led change management as well as business integration and technology consolidation projects both local and global. Jordan holds a master’s degree in business administration from Cranfield School of Management and a bachelor’s degree in mechanical engineering from Rose-Hulman Institute of Technology.

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.

Paul Gambles is Co-founder of MBMG Group and Managing Director of MBMG Investment Advisory. He has completed CFA Level 1 and he is licensed by the SEC as both a Securities Fundamental Investment Analyst and an Investment Planner. He is a member of Advisory Board of IDEA Economics and is well-known as an expert commentator appearing most days on Money Channel’s 10 o'clock news, as well as making monthly appearances as a guest host on CNBC’s Squawk Box Asia, Squawk Box Europe and frequent appearances on National Public Radio, Bloomberg TV, Nation TV, CCTV and others. Paul has been a regular contributor of exclusive opinion editorials to The Nation since 2009 and also a regular contributor to professional magazines.

Paul’s MBMG Updates can be found at http://www.mbmg-investment.com/in-the-media/ and he can be contacted at [email protected]

Jonathan Stuart-Smith is a tax partner at Mazars in Thailand. He brings with him a wealth of over 20 years’ experience working in Asia, including Thailand, Japan, Singapore and Hong Kong, advising companies on cross-border trade and investment. He specializes in international tax, transfer pricing, and transactions. He advises clients in most sectors and work with large corporations, funds, and entrepreneurs. He works with inbound clients on the tax implications of their trade and investment under local law and treaties, as well as outbound investors on the global tax implications of doing business across borders. After graduating from the University of Nottingham with a degree in Industrial Economics, he started his career in London, where he qualified as a Chartered Accountant and worked for 10 years.

Larry is a Director and member of the Sales & Distribution team at Premia Partners, responsible for driving ETF growth, client education and client relationship management for the region. Larry is an experienced practitioner in the fund management industry, with extensive experience servicing a broad clientele across a wide spectrum of investment solutions. Prior to joining the firm, Larry was with GAM in Hong Kong, and was responsible for client coverage in the Greater China region. Before that Larry worked at China Asset Management (ChinaAMC) in Hong Kong, covering client relationship with both institutional investors and investment fund intermediaries. Earlier in his career, Larry worked at KGI as research analyst responsible for fund selection and product due diligence, and began his career as an FX dealer at Rakuten Securities (formerly FXCM). Larry has a MSc degree in Investment Management from HKUST, and is a CFA charterholder.

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.

Dr. Silvio Struebi is a Partner at Simon-Kucher's Hong Kong and Singapore Office. He is a member of the Global Banking Practice and heads the company's banking operations in APAC. Silvio focuses on international Private Banking and B2B Banking in Hong Kong and Singapore. Silvio has more than twelve years of consulting experience. He advises a broad array of local and global financial institutions on multiple topics, starting from monetisation and product management to market-specific implementation of growth strategies. Prior to focusing in the APAC region, Silvio served Retail, Private Banks and Asset Managers in Switzerland and Europe. Prior to joining Simon-Kucher, Silvio worked for an international Private Bank in Zurich and at a consulting start-up. He received his PhD in Marketing from the University of St. Gallen and has a Masterʼs degree in business administration.

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.

Yosakorn is a Managing Director at StashAway Asset Management (Thailand) Co., Ltd. Before joining StashAway, Yosakorn worked as a management consultant at leading global firms, Bain & Company and Roland Berger. There, he advised C-level executives on wealth management and digital transformation, where he worked on developing strategy and building wealth management businesses and technology companies. Before that, he helped develop new international markets in Myanmar, South Korea, and Tanzania for SCG, a Thai conglomerate. Yosakorn earned his MBA from INSEAD in France and his Bachelor of Business Administration from Chulalongkorn University. He holds a Fund Manager License and is a CFA® Charterholder.

Lucie Hulme, Executive Director, is Chief Executive Officer and member of the Investment Committee. She was part of the founding team of TriLake Partners in 2011 and has more than 20 years of experience gained in the independent asset management and private banking industry. Prior to joining TriLake Partners, Lucie was a relationship manager at Société Générale Private Banking (Suisse) S.A. She also worked for the Middle Eastern desk at Crédit Agricole (Suisse) S.A and for an independent asset management firm based in Geneva, The Forum Finance Group (Suisse) S.A. Lucie was former President of the Association of Independent Wealth Managers in Singapore (AIWM) and has served on the Committee for 9 years. She has been appointed as Member of the Institute of Banking & Finance (IBF) Private Banking Industry Workgroup from 2019 to 2022 and is also a Membership Committee Member for WMI Global-Asia Family Office Partners Circle. Lucie holds a Bachelor of Business Administration from Webster University Geneva and speaks fluent English and French.

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.

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.

Khun Ittapat is a Partner at Wealth Planning and Family Office Advisory firm 159 Capitals, founded in 2018 alongside fellow partners Siriporn Lekhakul and Juthasree Kuvinichkul. In addition to his latest venture, Ittapat has built up extensive experience in wealth advisory, acting as an Executive Director at iWS Wealth Advisory since 2008, a role he still holds, with business development and financial planning responsibilities. He is also the CEO of Wealth Platforms Advisory, a training solutions provider to independent financial planners, insurance agents and business partners. Another role he continues to perform to date, since 2013, Ittapat is responsible for supporting IFA recruitment and training in his local market of Thailand. Further to these roles, Ittapat has previously been affiliated with DBS Vicker Securities (Thailand) as a Relationship Manager, as well as the likes of Scania Siam, Ford and Toyota Motor Asia Pacific, where he helped to establish its warranty procedure. Ittapat hails from Thailand’s Nakhon Ratchasima province and graduated in mechanical engineering from Suranaree University there in 2000.

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.

Win has over 20 years of professional experience in Investment Management. He is currently EVP - Head of High Net-Worth Division, Bank of Ayudhya PCL. His division is responsible for developing HNW segment strategies, building relationship and providing customized services for over 100,000 HNW clients, as well as collaborating among Krungsri Group to enhance investment advice and recommend asset allocation for clients. Prior to this, Win was Chief Investment Officer of Principal Asset Management. He led a team of 20 to win the prestigious Best Fund House – Domestic Fixed Income Award by Morningstar Thailand for 4 consecutive years. Before that, he was Head of Investments and Deputy Spokesperson of the Social Security Office, Thailand's largest institutional investor with total AUM of US$38 billion. Win holds a BA in Economics (International Program) from Thammasat University in Bangkok and an MBA from Rotterdam School of Management, Erasmus University, Netherlands. His MBA study was sponsored by the Royal Thai Government Scholarship. Win is a CFA Charterholder and is currently President of CFA Society Thailand. During the weekends, Win teaches finance courses at Thammasat University, National Institute of Development Administration (NIDA), and Assumption University in Bangkok. He was awarded an Outstanding Civil Servant in 2006 and a Rising Star Economist in 2014. He authored 3 books; ‘Invest Like A Pro’, ‘Career in Finance’ and ‘Career in Finance: Revised Edition’.

Thiyachai Chong is currently the Executive Vice President and Head of Wealth Management & Preferred Segment at CIMB Thai Bank. In this role, he oversees end to end product strategy and growth of all wealth management solutions and advisory ranging from deposits, wealth financing, investments to bancassurance, both onshore and offshore. Prior to that he was the Managing Director of Phillip Asset Management Thailand and a Director at Phillip Life Assurance from 2018 to 2022, where he engineered a turnaround by launching market-leading offshore investment funds. Before moving to Thailand, Thiyachai consulted for Thomson Reuters in New York City, USA and Vancouver, Canada for 7 years, advising the world’s leading portfolio management firms, hedge funds, investment banks and government agencies on investment and risk management strategies. He started his investment management career at the Abu Dhabi Investment Authority (ADIA), one of the world’s largest sovereign wealth funds in 2007. Thiyachai is a Bachelor of Commerce (Finance) graduate at the University of British Columbia, Canada with a postgraduate exchange in Developmental Economics at the University of Cape Town, South Africa.

Lucie Hulme, Executive Director, is Chief Executive Officer and member of the Investment Committee. She was part of the founding team of TriLake Partners in 2011 and has more than 20 years of experience gained in the independent asset management and private banking industry. Prior to joining TriLake Partners, Lucie was a relationship manager at Société Générale Private Banking (Suisse) S.A. She also worked for the Middle Eastern desk at Crédit Agricole (Suisse) S.A and for an independent asset management firm based in Geneva, The Forum Finance Group (Suisse) S.A. Lucie was former President of the Association of Independent Wealth Managers in Singapore (AIWM) and has served on the Committee for 9 years. She has been appointed as Member of the Institute of Banking & Finance (IBF) Private Banking Industry Workgroup from 2019 to 2022 and is also a Membership Committee Member for WMI Global-Asia Family Office Partners Circle. Lucie holds a Bachelor of Business Administration from Webster University Geneva and speaks fluent English and French.

Khun Ittapat is a Partner at Wealth Planning and Family Office Advisory firm 159 Capitals, founded in 2018 alongside fellow partners Siriporn Lekhakul and Juthasree Kuvinichkul. In addition to his latest venture, Ittapat has built up extensive experience in wealth advisory, acting as an Executive Director at iWS Wealth Advisory since 2008, a role he still holds, with business development and financial planning responsibilities. He is also the CEO of Wealth Platforms Advisory, a training solutions provider to independent financial planners, insurance agents and business partners. Another role he continues to perform to date, since 2013, Ittapat is responsible for supporting IFA recruitment and training in his local market of Thailand. Further to these roles, Ittapat has previously been affiliated with DBS Vicker Securities (Thailand) as a Relationship Manager, as well as the likes of Scania Siam, Ford and Toyota Motor Asia Pacific, where he helped to establish its warranty procedure. Ittapat hails from Thailand’s Nakhon Ratchasima province and graduated in mechanical engineering from Suranaree University there in 2000.

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.

Evrard Bordier is chief executive officer of Bordier & Cie, Singapore. He has been managing partner of Bordier & Cie Group since 2011, and president of the board of Bordier Bank (TCI) since 2000. Prior to his current role in Singapore, he served as managing director of Bordier International in London for 10 years. Evrard has been in the financial industry for more than 20 years, during which he has garnered extensive international experience holding diverse positions in Singapore, Hong Kong, Geneva, Zurich, and London. Between 1997 and 2000, he served as chief of staff for the Financial Planning and Wealth Management Business Division of UBS in Zurich, overseeing all of its asset management business units across the world. Prior to that, he was a client adviser in the private banking department of Swiss Bank Corporation in Singapore where he covered the markets of Indonesia and Taiwan. He first moved to Asia in 1994 and joined Nomura International in Hong Kong as a broker. Evrard began his professional career as a lawyer at Lenz & Staehelin in Geneva, specialising in the banking and finance practice. Evrard is a direct descendant and fifth generation of the bank’s founding family. He is a member of the Society of Trust and Estate Practitioners, the Turks and Caicos Islands Bankers Association, the Financial Industry Association, and the Swiss Financial Planner Organisation.

Dr. Silvio Struebi is a Partner at Simon-Kucher's Hong Kong and Singapore Office. He is a member of the Global Banking Practice and heads the company's banking operations in APAC. Silvio focuses on international Private Banking and B2B Banking in Hong Kong and Singapore. Silvio has more than twelve years of consulting experience. He advises a broad array of local and global financial institutions on multiple topics, starting from monetisation and product management to market-specific implementation of growth strategies. Prior to focusing in the APAC region, Silvio served Retail, Private Banks and Asset Managers in Switzerland and Europe. Prior to joining Simon-Kucher, Silvio worked for an international Private Bank in Zurich and at a consulting start-up. He received his PhD in Marketing from the University of St. Gallen and has a Masterʼs degree in business administration.

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.

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.

Jonathan Stuart-Smith is a tax partner at Mazars in Thailand. He brings with him a wealth of over 20 years’ experience working in Asia, including Thailand, Japan, Singapore and Hong Kong, advising companies on cross-border trade and investment. He specializes in international tax, transfer pricing, and transactions. He advises clients in most sectors and work with large corporations, funds, and entrepreneurs. He works with inbound clients on the tax implications of their trade and investment under local law and treaties, as well as outbound investors on the global tax implications of doing business across borders. After graduating from the University of Nottingham with a degree in Industrial Economics, he started his career in London, where he qualified as a Chartered Accountant and worked for 10 years.

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.

Emile de Marsac is a Business Development Manager at Henley & Partners based at their Bangkok office. He focuses exclusively on advising high-net-worth individuals and their families on global residence and citizenship planning. Emile works closely with key intermediaries in South East Asia including established private banks, family offices, financial advisors, tax advisors and law firms. Originally from the United Kingdom, Emile holds a Bachelor of Science from Loughborough University (UK). He has been based in Thailand since 2009, during which time he has worked for multiple public companies in the real estate and hospitality sectors.

Jordan joined IMTF in 2018 to strengthen the Singapore regional office especially in the area of project delivery as well as regional product alignment of the modular IMTF RegTech platform. Prior to IMTF, he was in financial services consulting working with banks and insurers on projects around client information and lifecycle management processes and platforms, regulatory-led change management as well as business integration and technology consolidation projects both local and global. Jordan holds a master’s degree in business administration from Cranfield School of Management and a bachelor’s degree in mechanical engineering from Rose-Hulman Institute of Technology.

Andrew is the Senior Manager Business Development for Henley & Partners (Thailand). Originally from the United States, he transplanted himself to Thailand some 14 years ago to pursue graduate degrees in Southeast Asian Studies and an MBA in Finance. Andrew provides advice to high-net-worth individuals and their families across the globe, however he has assisted many foreign nationals in obtaining their Thailand Elite visas as well as Thai (U)HNW individuals and their families with their migration planning. His work targets countries that are deemed most attractive to wealthy clients in terms of mobility, security, privacy, personal tax, and estate planning, as well as lifestyle. Andrew has a background in private equity as well as commodities trading and procurement.

Yingyong Chiaravutthi is the Head of Investments at Prudential Life Assurance (Thailand) Plc, responsible for setting overall investment strategies and asset allocations with considerations of ALM, risk and capital management. He is also overseeing fund platform to serve unit-linked insurance products, and developing intensive training programs on investments for distribution and trainer teams. Yingyong joined Prudential (UK) Plc Group in 2015, as Vice President, Credit and Portfolio Management, with Eastspring Investments (Singapore) Ltd. Before that, he spent nine years at TRIS Rating Co., Ltd, Thailand's first credit rating agency, with the last position as Vice President and Rating Committee. Yingyong started his career as Financial Analyst at Thomson Reuters in New York where he worked for seven years. He graduated MBA in Finance at Hawaii Pacific University, USA, and is a CFA Charterholder.

Paul Gambles is Co-founder of MBMG Group and Managing Director of MBMG Investment Advisory. He has completed CFA Level 1 and he is licensed by the SEC as both a Securities Fundamental Investment Analyst and an Investment Planner. He is a member of Advisory Board of IDEA Economics and is well-known as an expert commentator appearing most days on Money Channel’s 10 o'clock news, as well as making monthly appearances as a guest host on CNBC’s Squawk Box Asia, Squawk Box Europe and frequent appearances on National Public Radio, Bloomberg TV, Nation TV, CCTV and others. Paul has been a regular contributor of exclusive opinion editorials to The Nation since 2009 and also a regular contributor to professional magazines.

Paul’s MBMG Updates can be found at http://www.mbmg-investment.com/in-the-media/ and he can be contacted at [email protected]

Yosakorn is a Managing Director at StashAway Asset Management (Thailand) Co., Ltd. Before joining StashAway, Yosakorn worked as a management consultant at leading global firms, Bain & Company and Roland Berger. There, he advised C-level executives on wealth management and digital transformation, where he worked on developing strategy and building wealth management businesses and technology companies. Before that, he helped develop new international markets in Myanmar, South Korea, and Tanzania for SCG, a Thai conglomerate. Yosakorn earned his MBA from INSEAD in France and his Bachelor of Business Administration from Chulalongkorn University. He holds a Fund Manager License and is a CFA® Charterholder.

Kok Hoe holds the role of Chief Growth Officer at Chintai, a Singapore-based Fintech pioneer. Chintai leverages blockchain technology to revolutionise capital markets for banks, financial institutions, and asset managers. Beyond his professional achievements, Kok Hoe is passionately dedicated to fostering diversity and inclusivity, embodying the ethos of a forward-thinking FinTech professional. Kok Hoe's foray into the dynamic world of Blockchain and FinTech is equally compelling, with hands-on involvement in marketing, business development, and partnerships for a Crypto Assets Exchange based in Singapore. Kok Hoe brings a robust background in digital transformation, covering pivotal domains such as digital marketing, UX, analytics, and marketing automation. He's been a trusted collaborator with leading global brands across the financial services, hospitality, real estate, luxury, tech, equine industry, and consumer electronics sectors. His journey also includes a stint at a boutique Swiss Private bank, where he managed strategic institutional partnerships throughout Southeast Asia.

LinkedIn: https://www.linkedin.com/in/kokhoe/

Larry is a Director and member of the Sales & Distribution team at Premia Partners, responsible for driving ETF growth, client education and client relationship management for the region. Larry is an experienced practitioner in the fund management industry, with extensive experience servicing a broad clientele across a wide spectrum of investment solutions. Prior to joining the firm, Larry was with GAM in Hong Kong, and was responsible for client coverage in the Greater China region. Before that Larry worked at China Asset Management (ChinaAMC) in Hong Kong, covering client relationship with both institutional investors and investment fund intermediaries. Earlier in his career, Larry worked at KGI as research analyst responsible for fund selection and product due diligence, and began his career as an FX dealer at Rakuten Securities (formerly FXCM). Larry has a MSc degree in Investment Management from HKUST, and is a CFA charterholder.

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.

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.

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.

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.