Asian Wealth Management Forum 2016

Andrew joined Westoun Advisors in 2016 as Managing Director. In his role he advises asset managers and hedge funds on strategic expansion and asset gathering. PReviously as Head of M&G Investments Asia, he launched the business in the region. Prior to this he was at The Capital Group Companies, during which time he worked in various groups including private equity, institutional client relations and global financial institution distribution. During his career he has worked in Los Angeles, London, Geneva, Singapore and Hong Kong. He has 21 years of experience in the investment management industry. Andrew graduated with an MBA from INSEAD and an MA in Economics and French from the University of St. Andrews is also a CFA charter holder.

Jaideep Billa is the President and CEO of Wealth business unit at Intellect. iWealth is a provider of products covering the full spectrum of wealth businesses from Trust banking to Private banking to Wealth management to Mass affluent wealth. Intellect’s Vision for Wealth is , “Wealth not just for the people who have Wealth but also for the people who need wealth”.  IWealth seeks to realize this vision by providing technology solutions that significantly enhance the capabilities of Relationship managers and Advisors to service their customers. iWealth has clearly established itself as the platform of choice for the leading banks of the world. It has established a clear leadership in the Wealth management business in Asia . It now seeks to harness its Digital edge to establish a clear Pole position in Wealth management across other regions of the world. Jaideep has over 30 years of experience predominantly in the Financial Technology business. Prior to his current role he was the CEO for the business providing technology solutions for consumer banking. During his tenure as CEO for consumer banking has the iGCB business consistently grew at above 35% rate. Jaideep also has worked as  Business Head of Cloud and Infrastructure Business, Chief Technology Officer and as Strategic Advisor to CEO.  This puts him in a good position to provide the thought leadership on Digital initiatives within wealth.   He is currently working on a book on Digital patterns. Jaideep is also a firm believer in the transformative power of Digital technologies and shares his thought on his blog on Digital Patterns. Jaideep holds a Bachelor of Technology degree from IIT Kanpur, India and an MBA from IIM Calcutta, India.  

Ned is the Founder of Bambu, a B2B Robo Advisor based in Singapore that offers digital wealth services to all companies looking to tap into the rapid change of financial technology. Bambu started in February 2016 and within two months secured its first contract. Bambu has partnered with world leading companies such as Thomson Reuters to create a cutting edge Robo Advisory service that is scalable and useable by our customers.

Ned has been based in Asia for 25 years, and has been in FinTech since 1999. Ned has been through the first dot com wave in the early 2000's with E*TRADE. Ned was then part of the transformation of stock exchange technology with the SGX and Chi-X in the late 2000's and early part of this decade, and now see's this FinTech wave as the culmination of the advances over the last 20 years.

Smita Choudhary is the Head of Digital and Business Transformation at Bank of Singapore where she is responsible for the definition and execution of the bank’s digital strategy and roadmap. Her team is also responsible to drive large scale transformational initiatives with technology that are key for business growth and operational efficiency. She joined Bank of Singapore in Sep 2015.

Smita has over 16 years of experience in Wealth Management, Change Management, Technology / Process Consulting and Project Management in Asia and the USA. Previously, she was with UBS in Singapore, where she has worked since 2006, in various business project/transformation lead roles.

An Electrical engineer by training, Smita also holds a MBA from IMD, Switzerland, and is a Six Sigma black belt.

Greg is responsible for FactSet’s Wealth Management Strategy. In his role, Greg focuses on the allocation of resources for all areas of the Wealth Management business; from market research & product development to implementation of a parallel sales & marketing plan.

Greg moved to London from the US in 1999. Prior to leading the Wealth Management Strategy, he held the role of Director of Workstation Solutions for EMEA & APAC for 8 years, and prior to that Vice President - Institutional Sales in FactSet's UK Investment Management region. Greg graduated from Boston College in 1996 and collected his CFA charter in 2004.

Paul Hodes is the Asia Pacific and EMEA Head of Wealth Management.

Paul Hodes has more than 25 years’ experience in Wealth Management in banking and investments working in the U.S., Japan, Europe and Asia Pacific.

Since September 2010, Paul has been based in Singapore heading Traditional Managed Investments for Citi Private Bank and Consumer Bank in Asia. In addition, Paul heads Wealth Management for Citibank Asia Consumer Bank.

Prior to his current role, Paul managed Citibank Malaysia Retails Bank with oversight of 100,000 customers, including Wealth Management Services to 30,000 Citigold customers. Paul was elected to the Board of Governors of the Financial Planning Association of Malaysia (FPAM).

December 2003 to December 2007, Paul was based in Singapore as Citibank’s AP Regional Wealth Management Business Development Head managing Brokerage, Portfolio Finance and Liability Products across 13 countries.

April 2001 to November 2003, Paul was the Wealth Management Head for Citibank International Personal Banking in London, responsible for offshore products and advisory distributed though branches in UK, Luxembourg, Switzerland and Monaco.

June 1998-April 2001, Paul was the Investment Marketing Director for Citibank Japan and a member of the team that launched the investments business in 1998. Paul began his career in 1985 at Morgan Guaranty Trust, London. He spent 11 years at Fidelity Investments in Boston and Tokyo working in a number of sales and marketing roles.

Derek Goldberg is Managing Director, Southeast Asia for Aetna International, based in Singapore. In this role he serves as Chief Executive of Aetna Insurance (Singapore) Pte. Ltd., Chief Executive of Aetna Insurance Company Limited Singapore Branch, and President Commissioner of Aetna Global Benefits Indonesia. He is responsible for developing Aetna’s business throughout the Southeast Asia region.

Derek joined Aetna in 2006 as Director of Business Operations. In 2008, he relocated from Aetna’s Hartford, Connecticut headquarters to Hong Kong, where he led the integration of the Asia Pacific operations of Goodhealth Worldwide after Aetna acquired the company.  In 2010, he relocated to Singapore to establish Aetna’s office there as a regional hub for development of Southeast Asia. Since 2011 he has led the expansion of Aetna’s presence in the region from two countries to six through a combination or organic and inorganic growth.

Previously Derek worked for Allianz Global Assistance.  During his 10-year career with Allianz he held a variety of roles of increasing responsibility in operations, account management, provider network development, product development, and marketing. Prior to joining Allianz, Derek spent three years working for the government of Kagoshima Prefecture, Japan.

Derek is a graduate of the University of Virginia and is conversant in Japanese.

Seamus is the Vice President of Business Development for Metaco SA. He spent 20 years in investment banking running trading businesses in rates, FX, and derivatives. He has been active as an investor, founder, and builder in the fintech and crypto sectors for the last 8 years. Metaco is a Swiss technology company whose flagship product is SILO. It is a complete cryptocurrency and digital asset wallet infrastructure designed for financial sector firms that need to manage their own private keys or that offer custodial services to their clients. Unlike existing disconnected cold storage custody solutions SILO provides the optimal balance between security and availability and is fully integrated into a client's core banking platform.

Adriel Loh is the Global Head of Compliance for Bank of Singapore. He is responsible for ensuring that the private bank fulfills its compliance requirements across the various markets in which it operates, including Singapore, Hong Kong, Dubai, Manila, London and Jersey. He has over 16 years of experience in legal, compliance and regulatory matters. He started work as a Deputy Public Prosecutor and was subsequently appointed as a Magistrate of the Subordinate Courts (now State Courts). He also held positions with the Monetary Authority of Singapore and Pictet & Cie. Prior to joining Bank of Singapore, he was Head of Legal and Compliance Asia for Union Bancaire Privee. Adriel is a qualified lawyer and has a law degree from the National University of Singapore.

A recognised thought leader in the region, Mark is the EY Asia-Pacific Wealth & Asset Management Leader and Advisory Leader. He has led projects across the buy-side, including strategy, risk and regulations, operating model, customer and growth, with the majority of his time focused on business and digital transformation. Prior to joining EY, Mark spent over 20 years in the financial technology industry, providing services to the same community. This included fintech start-ups, VC raising and exits. He received a master’s degree from the University of Oxford.

Dominic Volek is Group Head of Private Clients at Henley & Partners and a member of the Executive Committee. Originally from South Africa, he now spends his time between London, Dubai, and Singapore as a private client specialist in residence and citizenship planning and provides advice to ultra-high-net-worth individuals and their families across the globe. His work targets countries that are deemed most attractive to wealthy individuals in terms of mobility, security, privacy, personal tax, estate planning, and lifestyle. He is also a member of the firm’s Government Advisory practice, providing strategic advice to governments on the design, implementation, and promotion of successful investment migration programs. Dominic is a certified Chartered Accountant CA (SA), holding both a Bachelor of Commerce in Accounting with Honors and Bachelor of Arts in Corporate Communication. Prior to joining Henley & Partners, Dominic had a successful career as part of the Senior Management team in one of the big four accounting and advisory firms in Singapore, South Africa, and the USA. Dominic is frequently sought after as a speaker and thought leader on residence and citizenship planning, and he regularly provides commentary on the Henley Passport Index. He has been interviewed by top-tier media such as BBC, Quartz, and Bloomberg.

Rodolphe Larqué is Head of Managed Solutions, Asia Pacific for Credit Suisse Private Banking Asia Pacific. Rodolphe oversees the selection of Asian Funds and ETFs strategies for Credit Suisse globally, as well as the distribution of globally recommended Funds and ETFs into the Asia Pacific region. Rodolphe started heading the Funds and ETFs Asia Pacific team of Credit Suisse Private Banking Asia Pacific in July 2014. Previously, he worked 10 years in Structured Products, where he most recently headed the Structured Products Advisory, Asia Pacific Team for Credit Suisse Private Banking Asia Pacific. Prior to this, he held positions as M&A Specialist and Economist. Rodolphe holds a Degree in Economics and a Master in Banking & Finance from HEC Lausanne, Switzerland. He is also a Chartered Financial Analyst (CFA) and a Chartered Alternative Investment Analyst (CAIA).

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.

Véronique Fournier joined Baring Asset Management in February 2014. Véronique is based in Geneva where she is responsible for the planning, budgeting, management and execution of the business objectives of Baring Asset Management in Switzerland and for the global strategic approach to the Private Wealth Channel.

Prior to joining Barings, Véronique was Relationship Director in the Global Financial Institutions Group at Schroder Investment Management. Previously she held a number of senior business development positions at Morley Fund Management (now Aviva Global Investors).

She holds a BSc in Economics from the London School of Economics and a MA in International Economics from the University of Essex.

Amar is the Head of Wealth Strategy & Advisory for Orbium Management Consulting in APAC. He advises C-level executives on a variety of topics such as M&A, on-shore expansion, segmentation, regulatory and advisory excellence

Amar is also leading the Regulatory Implementation practice at Orbium and helps Private Banks address regulatory challenges such as KYC, investment suitability, CRS, bank culture reforms etc.

Prior to Orbium, Amar held strategic roles at Societe Generale Private Bank, Standard Chartered Private Bank and Coutts in Asia-Pacific.

He has also worked in the United States for AT Kearney and holds an MBA from the Kellogg School of Management.

Owen Young has been Global Head, Insurance at Standard Chartered Bank since 2012. In this role, Owen is responsible for the enterprise-wide insurance strategy across all segments and regions/countries. He provides direction, guidance and input to the regional/country insurance product heads on their development of long-term strategy, performance standards, product management and operational effectiveness to sustain the growth opportunities in the regions.

He joined the bank from Boston Consulting Group in Singapore, where he was a leader in the financial services practice. Owen has over 20 years of financial services and consulting experience across Asia, North America and Australia, of which over 12 years have been in Asia.

Owen graduated with a PhD in International Business from the University of Sydney and an MBA from the Australian Graduate School of Management (UNSW). He also has a First Class Honours degree in Engineering from the University of Adelaide.

Anurag Mahesh has worked with Deutsche Bank on the private wealth management side of the business since 2007.

Prior to joining Deutsche, Anurag worked for Citigroup for 14 years in different roles and was most recently in Hong Kong with Citigroup Global Markets. Anurag was instrumental in setting up the Structured Products business for Citigroup Private Bank in the Asia Pacific and Middle East regions, and was the driver for growing the business many fold over a period of six years.

Anurag also contributed to various publications in the area of investments and regularly speaks at events on Derivatives and Structured Products.

Anurag holds a Bachelor of Technology from Indian Institute of Technology, Mumbai, India, and a Post Graduate Diploma in Management (equivalent to an MBA) from the Indian Institute of Management, Ahmedabad, India. He is also a CFA charterholder and member of the Singapore CFA Society.

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]

Nagaraj Prasadh has been with Intellect for over 15 years and in the Asia Pacific region covering Singapore and Thailand since 2008. A post-graduate in English Literature from the Delhi University in India, he took a unique route of making a career in the IT industry starting his career as a programmer in mid-range and mainframe systems for the financial services industry. With over 25 years of industry experience, he is innovative with gadgets and finds unique ways to make technology touch the lives of people. Based in Bangkok, Thailand with his family since 2012, he is the Country Head for Intellect Design Arena, Thailand.

Despite his young age Philipp can be called a funds industry veteran with vast experience and deep knowledge in various parts across the value chain starting with fund accounting and administrating, fund research and selection and last but not least building one of the world’s leading fund information databases fundinfo connecting asset managers with their distributors.

Philipp recently relocated to Hong Kong to drive fundinfo’s ambitious expansion plans in Asia. In his role as fundinfo’s CEO Philipp travels back and forth between Asia and the company’s headquarter in Europe.

In his spare time Philipp is slurping down as many bowls of Japanese Ramen as needed in order to get prepared for his own noodle (ad)venture.

Bruno de Pampelonne started his career at Credit Lyonnais in 1983 in the US. In 1985, he joined Goldman Sachs International Corp in London, where he was an Executive Director at the Proprietary European trading desk in the mid-80s.

He then joined Crédit Suisse First Boston in order to establish their Paris operations, of which he became Managing Director in charge of Equity and Debt sales and trading from 1990 to 1993. In April 1993, he joined Merrill Lynch Finance in Paris as Managing Director, where he was in charge of the fixed income activities. He was also Country Head for the group in France since 2003. He is also vice-President of EDHEC's Board of Directors, and member of the International Advisory Board of the EDHEC Risk Institute.

Arthur is a Senior Investment Analyst for Morningstar Research Pte Ltd. He currently leads numerous projects involving asset allocation advisory, model portfolios construction as well as mutual fund/unit trust selection. His clients ranges from Private Banks, Governments to Fin-Tech.

Prior to joining Morningstar, Arthur was a Senior Investment Analyst at finexis advisory Pte Ltd, one of the largest financial advisory firms in Singapore. During his tenure in finexis, Arthur’s responsibilities include financial market research, mutual fund advisory and due diligence and creating/maintaining model portfolios. Prior to finexis, Arthur spent several years as a research analyst (equities) as well as a Fund administrator.

Arthur holds a master’s degree in Finance from University College Dublin with first class honors. He is a CFA and CAIA Charterholder.

Jason is the regional manager for Private Wealth Management (PWM) in South East Asia and Australia and responsible for client and market coverage in the region. Previously, he was head of the Market Solutions Group and head of Alternative Capital Markets in Asia. Prior to that, he also worked in the Equities Merchandising Group in New York. 

Jason joined Goldman Sachs in PWM in Singapore as a financial analyst in 1998 and was named managing director in 2007.

Jason earned a BA in Economics and East Asia Studies, with a focus on Japan, from Brown University in 1997.

Jeroen has more than 18 years’ experience driving transformational change across the industry in Europe, Asia, Australia and New Zealand. He leads EY’s Asia-Pacific Wealth & Asset Management Advisory practice focusing on corporate strategy, enterprise architecture and large-scale IT-enabled transformation programs. He has also worked with local and global fund managers across Asia on distribution and operating models. His clients include large private banks, industry funds, financial planning groups, governments and pension providers. Prior to joining EY he held various leadership positions at BT Financial Group which included the product development of wealth platforms, the redesign of advice distribution networks and operations and the merger integration of advice and private banking businesses across Westpac/BT and St. George/Asgard. Jeroen is a thought leader and regular industry speaker on digital innovation in financial services and holds a Master in Economics from Erasmus University, Netherlands.

Alexis Tan has more than 10 years of experience in the immigration industry. Before joining Henley & Partners she owned her own immigration firm based in Singapore and successfully helped clients obtain residency in Canada, Australia and the US. She also holds a real estate license in Singapore and is well versed on property investment locally. She has studied and worked in both Canada and the US where she earned her bachelor’s degree from Indiana State University. She speaks English, Mandarin, Cantonese and Taiwanese.

Alexander Benard is the Chief Executive Officer of Schulze Global Investments, a private equity firm focused on the world’s most dynamic frontier markets. He sits on the firm’s various investment and credit committees, through which he looks at deals across a wide range of countries in Asia and Africa. Alexander previously worked as an attorney at Cleary Gottlieb and as a Managing Director of Gryphon Partners. He is an active commentator on political and macroeconomic trends in frontier markets, having published for the Wall Street Journal and Forbes. Alexander holds a Juris Doctorate from Stanford Law School.

Bassam Salem is a Private Banking and Asset Management veteran with 30 years of experience in launching and building businesses, client servicing, risk management and product innovation.

In his role as Region Head of Citi Private Bank, he oversees 13 markets and 650 professionals that serve one third of Asia’s (ex-Japan) billionaires.

Prior to this, he was a Partner and CEO Middle East & India for EFG Bank, as well as Investment Head for Asia Pacific. During his decade with the Swiss bank, he started and managed their Investment Division, helped to list it on the Swiss Stock Exchange, headed their Singapore office and started the Bangkok and Jakarta offices. He also launched EFG’s Middle East business in Dubai and led the way for the bank’s expansion by opening offices in Bahrain and Abu Dhabi and leading the acquisition of Strategic Securities in Mumbai which gave the firm a foothold in India.

Beginning his career in 1981 at Bank of Boston in Geneva, Bassam joined Citi Private Bank in 1985. During his 15 years with Citi Private Bank, he worked in several positions in Europe, Asia and the United States, including Investment Head for both Asia Pacific and the Europe/Middle East/Africa Division. He was also Product Head in Switzerland, Private Banking Head for Asia Pacific and Division Executive for Global Investment Services in New York where he oversaw asset management, investment advisory, FX, brokerage and product management.

Bassam has an MBA from the Sorbonne University in Paris.

Philip is Division Head for Mellon Capital at BNY Mellon Investment Management Hong Kong Limited. Mellon Capital specializes in global multi-asset solutions and smart beta, which utilizes proprietary models to help clients gain exposure to desired asset classes and limit downside risk.
 
Philip has over 25 years of investment experience, and has held senior portfolio management and management positions with Citadel Investment Group Hong Kong, Old Mutual Asset Management in both Tokyo and Boston, United Investments in Japan, and Nippon Credit Bank in Sydney and New York.

Gary Harvey, CEO Nexus Financial Services Pte Ltd, has worked in the Financial Services industry for 25 years with in-depth operational and strategic experience at the CEO level. He has 20 years’ experience in Asia, and has been based in Singapore for the last 13 years where he holds Permanent Residency. He worked for AXA for 18 years and previously held the positions of CEO AXA Life Singapore and Regional CEO for IPAC Wealth Management Asia. Immediately prior to joining Nexus he worked for the Singapore Branch of Transamerica Life Bermuda. Gary is well known for his passion in driving high standards of professionalism across the industry, he holds an MBA from Warwick Business School, UK and is a member of both the Australian and Singapore Institutes of Directors.

Steve is a Swiss national who now calls Singapore home. He joined Swiss-Asia in January of 2008, and has 20 years’ experience working in the Trading, Wealth Management and Alternative Funds space. Before joining the Swiss-Asia team, Steve spent 10 years as the Head of Trading and Treasury for Swissquote Bank in Geneva. Steve specialises in translating business goals and visions into actionable, profitable and sustainable business lines. He conceptualises and builds Swiss-Asia’s projects from the ground up, handling all required negotiation and structuring of deals throughout the Asian market. He is an innovator who delivers solid projects in which he is responsible for all aspects of risk, compliance, finance and operations. Steve is a respected industry expert whose dedication to Swiss-Asia’s delivery of excellence, integrity, and financial independence garner many invitations to speak regarding the current climate and future of Wealth Management and Alternative Investments. He is a frequent lecturer at the Singapore Management University (SMU) MBA Class and guest speaker at many International Wealth Management Conferences and Forums throughout Asia. In addition to his role as COO & Managing Partner for Swiss-Asia, Steve is the President of the Association of Independent Asset Managers in Singapore (AIAM). AIAM is committed to the growing Independent Asset Management Industry and its role in strengthening Singapore’s economy. Steve is also registered as a Professional Director with the Cayman Islands Monetary Authority and sits on the board of Directors of a large panel of Hedge Funds.

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

Abhra Roy is responsible for managing the Finacle Wealth Management product line, and also for charting its product strategy; this includes the management and development of the Wealth Management product line, managing client relationships with Banks and Financial Institutions and also working on the detailed Product road map. Abhra specialises in the area of Private Wealth Management, Financial Advisory, Brokerage Operations, Custodial and Depository operations. He has published several thought papers on the role of Technology in the Wealth Management space. He draws from his rich experience of over twenty years of working in financial institutions and technology firms.

As the President and CEO of Manulife Financial Advisers, Koh Hoe Shin is responsible for overseeing the firm’s full operations and charting its strategic direction.

Hoe Shin has spent close to 20 years in the life and general insurance industry. He has held management positions in many leading insurance companies in Singapore, Philippines and Brunei, with his most recent appointment as the VP of Distribution Development for Manulife Singapore. In this capacity, he oversaw major strategic projects and managed the development of all the firm’s distribution channels. His other areas of expertise include training and development, sales management, profit centre management, as well as strategic planning and Marketing. He has won many awards such as the ' Best Agency Management awards' , "Regional best profit center awards" and was also involved with Singapore General Insurance Association young talent outreach program when he was in the general insurance industry . ( See the business Times Article 2007 below)

Hoe Shin is a graduate of the National University of Singapore and holds a Degree in Business Administration, majoring in Finance.

John Cappetta is the Head, Managed Solutions Advisory for Singapore at Bank Julius Baer. He leads a team of 5 investment professionals in Singapore responsible for Mutual Funds, Hedge Funds, Private Equity and Discretionary Portfolio Mandates. He joined Bank Julius Baer in September 2013 following the Bank’s integration of Merrill Lynch International Wealth Management business (outside the US). He spent a total of 16 years with Merrill Lynch in various roles in New York, Singapore and Australia. He has been in the Financial Services industry since 1991.

Oliver joined Old Mutual Global Investors in September 2015 as Investment Director on the Asian equities desk and is based in Hong Kong. Prior to joining OMGI Oliver worked at Schroders Investment Management, where he helped build out their alternatives business, and before this he spent four years at Sloane Robinson, the Asian and emerging market equity boutique. Oliver started his career at UBS in 2000, working in both the London and Zurich offices, and following this spent two years at Goldman Sachs. Oliver holds a BSc (Hons) in Business Administration from Cardiff University and is a CFA charterholder.

Max heads up the fintech and startup segment within DBS. His role includes scouting for startups across the globe to partner and/or work with the bank. He is also the programme director for the DBS HotSpot Pre-accelerator programme which focuses on accelerating local startups across all technology verticals. Before his role in DBS, Max has worked in SingTel and Expedia managing product development and leading multi-disciplinary teams in digital projects. He has also founded 4 startups till date and continues his search for the next successful venture. Max is also trained in intellectual property law and mechanical engineering which brings a multi-faceted approach towards startup advisory and mentorship.

Mark Smallwood is a Managing Director. He is based in Singapore. In his current role he is responsible for several Singapore based coverage teams which report into the North Asia market team. Included within these teams is the External Asset Manager Team which serves Family Offices, External Asset Managers and Financial Intermediaries. He has been with Deutsche Bank since 2003, when he spent six years in Geneva as Global Head of Insurance Solutions before moving to Singapore where he spent five years as Head of Wealth Planning for APAC. From 2013-2015 he was based in Hong Kong as the Head of Franchise Development and Strategic Initiatives for Deutsche Asset & Wealth Management, and has returned to Wealth Management in Singapore post the demerger of the Asset and Wealth Management businesses. Prior to joining Deutsche Bank he owned and operated a multi-family office in the Caribbean incorporating a trustee, corporate services, insurance and asset management company.

Erdem Ozgul manages sales and operations for Numerix in South Asia, covering India, South East Asian countries, Australia, and New Zealand. He is an avid change agent helping treasury and capital market participants to proactively address industry and client demands.

Numerix is the market’s leading provider of risk analytics technology for the pricing, structuring, modeling, valuation and distribution of any derivative instrument, or portfolio. Numerix risk solutions enable global financial institutions to understand performance, analyse and anticipate future derivatives risks with unparalleled speed and accuracy.

Prior to joining Numerix, Erdem served as Regional Product Business Director, Trade & Risk Management Practice for Reuters Asia. He held several senior-level positions in Reuters from 1998–2005.
 
Erdem holds a MBA degree in Financial Engineering from ESSEC in Paris and a Bachelor of Science in Electronics Engineering from Bogazici University in Istanbul.

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

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

Greg is responsible for FactSet’s Wealth Management Strategy. In his role, Greg focuses on the allocation of resources for all areas of the Wealth Management business; from market research & product development to implementation of a parallel sales & marketing plan.

Greg moved to London from the US in 1999. Prior to leading the Wealth Management Strategy, he held the role of Director of Workstation Solutions for EMEA & APAC for 8 years, and prior to that Vice President - Institutional Sales in FactSet's UK Investment Management region. Greg graduated from Boston College in 1996 and collected his CFA charter in 2004.

A recognised thought leader in the region, Mark is the EY Asia-Pacific Wealth & Asset Management Leader and Advisory Leader. He has led projects across the buy-side, including strategy, risk and regulations, operating model, customer and growth, with the majority of his time focused on business and digital transformation. Prior to joining EY, Mark spent over 20 years in the financial technology industry, providing services to the same community. This included fintech start-ups, VC raising and exits. He received a master’s degree from the University of Oxford.

Ned is the Founder of Bambu, a B2B Robo Advisor based in Singapore that offers digital wealth services to all companies looking to tap into the rapid change of financial technology. Bambu started in February 2016 and within two months secured its first contract. Bambu has partnered with world leading companies such as Thomson Reuters to create a cutting edge Robo Advisory service that is scalable and useable by our customers.

Ned has been based in Asia for 25 years, and has been in FinTech since 1999. Ned has been through the first dot com wave in the early 2000's with E*TRADE. Ned was then part of the transformation of stock exchange technology with the SGX and Chi-X in the late 2000's and early part of this decade, and now see's this FinTech wave as the culmination of the advances over the last 20 years.

Abhra Roy is responsible for managing the Finacle Wealth Management product line, and also for charting its product strategy; this includes the management and development of the Wealth Management product line, managing client relationships with Banks and Financial Institutions and also working on the detailed Product road map. Abhra specialises in the area of Private Wealth Management, Financial Advisory, Brokerage Operations, Custodial and Depository operations. He has published several thought papers on the role of Technology in the Wealth Management space. He draws from his rich experience of over twenty years of working in financial institutions and technology firms.

Erdem Ozgul manages sales and operations for Numerix in South Asia, covering India, South East Asian countries, Australia, and New Zealand. He is an avid change agent helping treasury and capital market participants to proactively address industry and client demands.

Numerix is the market’s leading provider of risk analytics technology for the pricing, structuring, modeling, valuation and distribution of any derivative instrument, or portfolio. Numerix risk solutions enable global financial institutions to understand performance, analyse and anticipate future derivatives risks with unparalleled speed and accuracy.

Prior to joining Numerix, Erdem served as Regional Product Business Director, Trade & Risk Management Practice for Reuters Asia. He held several senior-level positions in Reuters from 1998–2005.
 
Erdem holds a MBA degree in Financial Engineering from ESSEC in Paris and a Bachelor of Science in Electronics Engineering from Bogazici University in Istanbul.

Dominic Volek is Group Head of Private Clients at Henley & Partners and a member of the Executive Committee. Originally from South Africa, he now spends his time between London, Dubai, and Singapore as a private client specialist in residence and citizenship planning and provides advice to ultra-high-net-worth individuals and their families across the globe. His work targets countries that are deemed most attractive to wealthy individuals in terms of mobility, security, privacy, personal tax, estate planning, and lifestyle. He is also a member of the firm’s Government Advisory practice, providing strategic advice to governments on the design, implementation, and promotion of successful investment migration programs. Dominic is a certified Chartered Accountant CA (SA), holding both a Bachelor of Commerce in Accounting with Honors and Bachelor of Arts in Corporate Communication. Prior to joining Henley & Partners, Dominic had a successful career as part of the Senior Management team in one of the big four accounting and advisory firms in Singapore, South Africa, and the USA. Dominic is frequently sought after as a speaker and thought leader on residence and citizenship planning, and he regularly provides commentary on the Henley Passport Index. He has been interviewed by top-tier media such as BBC, Quartz, and Bloomberg.

Derek Goldberg is Managing Director, Southeast Asia for Aetna International, based in Singapore. In this role he serves as Chief Executive of Aetna Insurance (Singapore) Pte. Ltd., Chief Executive of Aetna Insurance Company Limited Singapore Branch, and President Commissioner of Aetna Global Benefits Indonesia. He is responsible for developing Aetna’s business throughout the Southeast Asia region.

Derek joined Aetna in 2006 as Director of Business Operations. In 2008, he relocated from Aetna’s Hartford, Connecticut headquarters to Hong Kong, where he led the integration of the Asia Pacific operations of Goodhealth Worldwide after Aetna acquired the company.  In 2010, he relocated to Singapore to establish Aetna’s office there as a regional hub for development of Southeast Asia. Since 2011 he has led the expansion of Aetna’s presence in the region from two countries to six through a combination or organic and inorganic growth.

Previously Derek worked for Allianz Global Assistance.  During his 10-year career with Allianz he held a variety of roles of increasing responsibility in operations, account management, provider network development, product development, and marketing. Prior to joining Allianz, Derek spent three years working for the government of Kagoshima Prefecture, Japan.

Derek is a graduate of the University of Virginia and is conversant in Japanese.

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.

Adriel Loh is the Global Head of Compliance for Bank of Singapore. He is responsible for ensuring that the private bank fulfills its compliance requirements across the various markets in which it operates, including Singapore, Hong Kong, Dubai, Manila, London and Jersey. He has over 16 years of experience in legal, compliance and regulatory matters. He started work as a Deputy Public Prosecutor and was subsequently appointed as a Magistrate of the Subordinate Courts (now State Courts). He also held positions with the Monetary Authority of Singapore and Pictet & Cie. Prior to joining Bank of Singapore, he was Head of Legal and Compliance Asia for Union Bancaire Privee. Adriel is a qualified lawyer and has a law degree from the National University of Singapore.

Amar is the Head of Wealth Strategy & Advisory for Orbium Management Consulting in APAC. He advises C-level executives on a variety of topics such as M&A, on-shore expansion, segmentation, regulatory and advisory excellence

Amar is also leading the Regulatory Implementation practice at Orbium and helps Private Banks address regulatory challenges such as KYC, investment suitability, CRS, bank culture reforms etc.

Prior to Orbium, Amar held strategic roles at Societe Generale Private Bank, Standard Chartered Private Bank and Coutts in Asia-Pacific.

He has also worked in the United States for AT Kearney and holds an MBA from the Kellogg School of Management.

Paul Hodes is the Asia Pacific and EMEA Head of Wealth Management.

Paul Hodes has more than 25 years’ experience in Wealth Management in banking and investments working in the U.S., Japan, Europe and Asia Pacific.

Since September 2010, Paul has been based in Singapore heading Traditional Managed Investments for Citi Private Bank and Consumer Bank in Asia. In addition, Paul heads Wealth Management for Citibank Asia Consumer Bank.

Prior to his current role, Paul managed Citibank Malaysia Retails Bank with oversight of 100,000 customers, including Wealth Management Services to 30,000 Citigold customers. Paul was elected to the Board of Governors of the Financial Planning Association of Malaysia (FPAM).

December 2003 to December 2007, Paul was based in Singapore as Citibank’s AP Regional Wealth Management Business Development Head managing Brokerage, Portfolio Finance and Liability Products across 13 countries.

April 2001 to November 2003, Paul was the Wealth Management Head for Citibank International Personal Banking in London, responsible for offshore products and advisory distributed though branches in UK, Luxembourg, Switzerland and Monaco.

June 1998-April 2001, Paul was the Investment Marketing Director for Citibank Japan and a member of the team that launched the investments business in 1998. Paul began his career in 1985 at Morgan Guaranty Trust, London. He spent 11 years at Fidelity Investments in Boston and Tokyo working in a number of sales and marketing roles.

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]

Steve is a Swiss national who now calls Singapore home. He joined Swiss-Asia in January of 2008, and has 20 years’ experience working in the Trading, Wealth Management and Alternative Funds space. Before joining the Swiss-Asia team, Steve spent 10 years as the Head of Trading and Treasury for Swissquote Bank in Geneva. Steve specialises in translating business goals and visions into actionable, profitable and sustainable business lines. He conceptualises and builds Swiss-Asia’s projects from the ground up, handling all required negotiation and structuring of deals throughout the Asian market. He is an innovator who delivers solid projects in which he is responsible for all aspects of risk, compliance, finance and operations. Steve is a respected industry expert whose dedication to Swiss-Asia’s delivery of excellence, integrity, and financial independence garner many invitations to speak regarding the current climate and future of Wealth Management and Alternative Investments. He is a frequent lecturer at the Singapore Management University (SMU) MBA Class and guest speaker at many International Wealth Management Conferences and Forums throughout Asia. In addition to his role as COO & Managing Partner for Swiss-Asia, Steve is the President of the Association of Independent Asset Managers in Singapore (AIAM). AIAM is committed to the growing Independent Asset Management Industry and its role in strengthening Singapore’s economy. Steve is also registered as a Professional Director with the Cayman Islands Monetary Authority and sits on the board of Directors of a large panel of Hedge Funds.

Despite his young age Philipp can be called a funds industry veteran with vast experience and deep knowledge in various parts across the value chain starting with fund accounting and administrating, fund research and selection and last but not least building one of the world’s leading fund information databases fundinfo connecting asset managers with their distributors.

Philipp recently relocated to Hong Kong to drive fundinfo’s ambitious expansion plans in Asia. In his role as fundinfo’s CEO Philipp travels back and forth between Asia and the company’s headquarter in Europe.

In his spare time Philipp is slurping down as many bowls of Japanese Ramen as needed in order to get prepared for his own noodle (ad)venture.

Bruno de Pampelonne started his career at Credit Lyonnais in 1983 in the US. In 1985, he joined Goldman Sachs International Corp in London, where he was an Executive Director at the Proprietary European trading desk in the mid-80s.

He then joined Crédit Suisse First Boston in order to establish their Paris operations, of which he became Managing Director in charge of Equity and Debt sales and trading from 1990 to 1993. In April 1993, he joined Merrill Lynch Finance in Paris as Managing Director, where he was in charge of the fixed income activities. He was also Country Head for the group in France since 2003. He is also vice-President of EDHEC's Board of Directors, and member of the International Advisory Board of the EDHEC Risk Institute.

Alexander Benard is the Chief Executive Officer of Schulze Global Investments, a private equity firm focused on the world’s most dynamic frontier markets. He sits on the firm’s various investment and credit committees, through which he looks at deals across a wide range of countries in Asia and Africa. Alexander previously worked as an attorney at Cleary Gottlieb and as a Managing Director of Gryphon Partners. He is an active commentator on political and macroeconomic trends in frontier markets, having published for the Wall Street Journal and Forbes. Alexander holds a Juris Doctorate from Stanford Law School.

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.

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.

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.

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.

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.

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.

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.