Asian Wealth Management Forum 2019

Patrick is the Head of Market Development, Wealth Management – Asia Pacific & Japan, for Refinitiv based in Singapore. His role is to ensure that Refinitiv’s products & services meet the needs and expectations of Wealth Management customers by identifying, developing and launching news, analytics, risk and workflow solutions across all asset classes and segments for both front office and digital users within the Wealth Management community. Patrick joined the Financial & Risk division of Thomson Reuters in 2014, which became Refinitiv in October 2018. Previously Patrick worked within the private banking industry in Singapore as Head of the European Desk at Barclays Wealth and Head of Private Banking at VP Bank (Singapore). He moved to Singapore in 2008 from London where he was a team leader for Barclays Wealth. Patrick is a Chartered Fellow of the Chartered Institute for Securities & Investment and has a BSc in Statistics from the University of Newcastle upon Tyne. Outside of work his focus is on being a husband, a father, a runner and a Scotsman.

Yiannos Trisokkas has been the Managing Partner of Henley & Partners Cyprus Ltd since 2013 and is currently the Chairman of the Real Estate Committee of Henley & Partners, the global leader in residence and citizenship planning. At the same time he is the Director of Casamont Ltd, a real estate company with a presence in Cyprus and Malta, serving an international clientele interested in investments in real estate. Trisokkas has been entrenched in the real estate market of Cyprus since 2002. His comprehensive understanding of the market quickly made him a valuable consultant and partner to various developers, estate agents, law firms and financial services providers. This experience and his close cooperation with all stakeholders in this sector defined him as a specialist in the field. Since 2013, Trisokkas has been channeling his knowledge and experience into the area of residency and citizenship consultancy, servicing Henley & Partners’ clientele of high net worth individuals. In addition to his position at Henley & Partners Cyprus, Greece’s Golden Visa Program is also within his ambit. Trisokkas has been especially recognized for his ability to assess market offerings and balance them with investors’ needs. This understanding and appreciation of both sides of every transaction translates into profitable investment opportunities with realistic exit strategies that dovetail with each client’s individual financial planning.

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.

Tobias Bland has the primary responsibility for managing Enhanced Investment Products. Prior to founding EIP in December 2001, Toby spent 8 years at Jardine Fleming Securities Limited (now JP Morgan), where he was responsible for establishing and running the proprietary trading desk. As the head of proprietary trading, he was responsible for a relative value portfolio invested in South East Asia. Prior to establishing the proprietary trading desk, Toby was involved in convertible bond, tax and warrant arbitrage. He joined Jardine Fleming in 1993 as a member of the securities lending department in Hong Kong. Toby has a Bachelor of Sciences degree from Southampton University, United Kingdom. He has obtained qualifications in financial derivatives and financial engineering, as a broker's representative and as an options/futures trading officer with the Stock Exchange of Hong Kong. He is a patron of HOPE for Children, and dedicates time to philanthropic pursuits in Asia.

Thorsten is a Senior Fund Manager of the JOHCM US Small and Mid Cap Equity and the JOHCM Global Smaller Companies Strategies. He previously served as a Portfolio Manager at Fidelity Institutional Asset Management (formerly Pyramis Global Advisors), a unit of Fidelity Investments. In that role, he managed the global financial sector portfolio. Before the formation of Pyramis in 2005, Thorsten worked in the same role with Fidelity Investment’s institutional equity group. Since January 2004, he managed the financials and telecommunications sectors of team-managed large cap, small/mid cap, and 130/30 strategies. Thorsten served as an Equity Analyst in Fidelity’s London office from 2000 to 2003, covering the securities of European banks, emerging market financial companies, and European business services firms. Prior to that, he covered Latin American equities, researching the retail, metals & mining, and utilities sectors while based in Fidelity’s Boston office from 1996 to 2000. He has more than 20 years' investment industry experience. He holds a Diplomkaufmann from the Koblenz School of Corporate Management in Germany. Thorsten, a native of Germany, speaks German, English and Spanish fluently, and has working knowledge of Russian.

Christiaan is a CPA registered in Hong Kong, the UK and South Africa. He has worked in financial services for more than 30 years in a career spanning Europe and Asia, including almost 20 years in the trust industry. Christiaan holds the STEP Advanced Certificate in Family Business Advising, which he completed with distinction. He can speak English, Afrikaans, Dutch and French.

Aman Dhingra is Head of Advisory, Singapore for Union Bancaire Privée. Based in Singapore, he leads the team of multi-asset advisors providing clients with guidance on their investment portfolios through bespoke advisory mandates.

He has 15 years of experience in Asian markets leading investment advisory, innovation and new product development, crafting and operating product platforms and implementing wealth management frameworks across several jurisdictions including Asia, the Middle East and UK.

Prior to UBP, Aman worked at Coutts as the head of fund solutions in Singapore and at Citibank in multiple roles spanning wealth management, consumer banking, credit cards and treasury services.

Angel has more than 20 years of experience in the financial industry. She started her career as an equity analyst with Bank of East Asia. She also held similar role at Mees Pierson Securities (Asia) Ltd, and was an investment strategist at Citibank Private Banking HK.

She previously held senior positions in Dah Sing Private Banking as Head of Investment Advisory; andABN AMRO Private Banking HK as Head of Special Products.

She assumed her current position as Regional Head of Products & Solutions in 2010. She is responsible for managing the Investment Strategy & Portfolio Expertise team, the Investment Products team, the Treasury, Special Products & Dealing teams, the Discretionary Portfolio Management team, the Private Lending team, the Investment Counselling teams, the Wealth Structuring & Estate Planning teams and the Trade & Product Support team.

She is the co-author of “Structured Products, Evolution & Analysis”, and a frequent speaker in industry conferences.

Angel is a CFA, CFP and FRM and holds a bachelor degree in Economics from Hong Kong University.

Alison has been working in the industry since 1987. She is responsible for formulating strategic sales plans and leading the local sales team to drive business growth in Hong Kong and China. Prior to joining HSBC in July 2015, Alison worked at Manulife Financial as the Regional Head of Business Development, Asia Wealth Management based in Hong Kong and more recently Head of Wealth Management in Singapore. She has in-depth Asian Wealth Management experience having been based in the Region for more than 14 years, working in both investment and insurance roles for companies such as ANZ Banking Group and Deutsche Asset Management Asia. Alison holds a Bachelor of Arts in Education from the University of Sydney, a Graduate Diploma in Applied Finance and Investment from the Securities Institute of Australasia, and an Executive MBA from the Australian Graduate School of Management.

Steven J Cohen CFA is the principal and CIO of a Zurich based multi-family office. He gained his BSc Econ from UCL, spent several years in Chartered Accountancy and had established a retail clothing firm in central London. He was in-house council to the wealthiest family in the UK and managed a multi billion dollar portfolio for a big 4 UK bank. After a very successful 2007 & 2008 he established his family office and today develops artificial intelligence generated investment strategies for an increasing Asian client base.

Entela is the CEO and Co-founder of Intensel Limited, an AI-powered climate science for predicting risk related to weather extremes and climate change. Besides, she serves as Adjunct Associate Professor at Department of Finance, HKUST Business School, teaching a variety of courses such as Fixed Income Securities, Investment Analysis Sustainable Investing mainly for Master level. Before Intensel, Entela has been acting as consultant/advisor/executive trainer on Impact and ESG Investing. Previously, she worked for UBS Investment Bank, Hong Kong and a Geneva-based hedge fund, Switzerland and the Security and Exchange Commission (SEC) in Albania.Currently, she sits on various paid and unpaid boards such as Dragon Capital Group Limited, The Hong Kong Green Finance Association ESG Integration working group, the Board of Advisors of International Care Ministries (ICM), as well as the Friend Of Earth NGO Advisory Board. Her recent and ongoing Harvard Business Review cases studies are on ESG integration, physical and transitional climate risk impact on company performance and China A-Shares mainly. Previous academic research is on Portfolio Optimization with Credit Default Risk, as well as Venture capitalist, contract pricing using numerical simulations techniques. She graduated with a PhD in Financial Asset Management and Engineering (FAME /Swiss Finance Institute) from HEC – University of Lausanne, Switzerland, also holds an MPhil in International Economics from HEI- Graduate Institute of International Studies, Geneva, Switzerland and Certificate of Finance from Linacre College, Oxford University.

Jean-Louis Nakamura is Chief investment officer, Asia-Pacific, and head of Hong Kong office for Lombard Odier group. Jean-Louis joined Lombard Odier in March 2008 to head the executive board of the Paris office. In late 2008, he was transferred to Lombard Odier’s head office in Geneva to become Head of the Quantitative & Overlay Management Team. He was appointed Deputy Global CIO of LOIM in June 2012 and CIO, Asia Pacific in January 2014. Prior to joining Lombard Odier, Jean-Louis was CEO of the French Civil Service Pension Fund (ERAFP), having spent five years as CIO of the French Pensions Reserve Fund (FRR), where he was in charge of strategy, tactical allocation and the selection of managers for a portfolio valued at EUR34 billion. Previously, he was Head of International Forecasting and Macro Analysis at the Ministry of Economy & Finance, France from 2001-2003. He also served as a financial expert covering euro-related issues and the banking and insurance sectors for the European Council from 1999-2001. Jean-Louis began his career in 1995 as an economist, specialising in macroeconomics and the banking industry at the French Ministry of Finance. He graduated from France’s Ecole Nationale d’Administration in 1995 and from the Institut d’Etudes Politiques in 1991.

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.

Drawing upon his extensive leadership experience and industry knowledge, Arjan is responsible for the entire products and services offering in Asia and overlooks the regional investment strategy. Arjan started his financial career with Hollandsche Bank Unie (HBU), serving Private, Corporate and Institutional clients within a dealing room environment, and subsequently became Head of Treasury & Special Products Private Clients in the Netherlands. He has over 14 years of experience with ABN AMRO Private Banking, of which more than 7 years were spent in Asia. In early 2006, he relocated to Singapore to take up the position of Regional Head of Treasury & Special Products for Private Banking in Asia with ABN AMRO. With his strong understanding of the needs of Asian clients, Arjan moved to Hong Kong in April 2010 and was appointed Head of Private Banking for North Asia. Following this, he was appointed Head of North Asia at ANZ Private Bank before being appointed Head of Integration for ANZ Retail & Private Wealth Asia in April 2016. Arjan was appointed Head of Markets & Investment Solutions Asia at Indosuez Wealth Management in February 2017. Arjan graduated with a Master of Science in Business Economics from Nyenrode University, the Netherlands.

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.

Michael Levin is a Managing Director of Credit Suisse in the International Wealth Management division, based in Hong Kong. He is the Head of Asset Management Asia Pacific. Michael is responsible for developing and directing regional Asset Management strategy, including distribution, product and partnerships. He also works closely with institutions and the Private Bank in delivering Asset Management investment solutions. Prior to joining Credit Suisse in August 2011, Michael was the CEO of AsiaCrest Capital, a Hong Kong-based fund of hedge funds. Previously, he served as a portfolio manager at both Hite Capital and Man Group. Michael was also the co-founder of Metropolitan Venture Partners. He brings over 20 years of experience in Alternatives across both liquid and illiquid investments. Michael earned his Bachelor of Science in Economics, Magna Cum Laude, from The Wharton School at the University of Pennsylvania.

Sally Ryder is an expert in diamonds, accredited by the GAA and has more than a decade of relationship building with the world’s most reputable diamond cutters. Sally has focused on attracting Hong Kong’s most talented artisan jewellers. No moulds or casts in site, Ryder’s jewellers are highly skilled in the art of hand making truly beautiful diamond jewellery. Slowly building her trusted network of diamond suppliers, Sally now holds a little black book of some of the world’s best. Combined with an artistic vision, a creative eye, and a personalised touch, the world of Ryder is one to be experienced and enjoyed.

E: sally@ryderdiamonds.com
T: +852 5639 710

Jonathan Tang is a Director of Henley & Partners, Hong Kong. He is a certified public accountant and has extensive knowledge working with client advisors of financial institutions and advising private clients on residence and citizenship planning in North Asia. Prior to joining Henley & Partners, Tang worked in an international accounting firm and the private banking sector, where he acquired vast experience dealing with high net worth individuals.

Joshua Rotbart (LLM, MBA) is the founder and managing partner of J. Rotbart & Co. (Strategic Transactions Limited), a Hong Kong-based company providing solutions for high net worth individuals and families wishing to buy, sell, ship, and store physical precious metals and other tangible assets. Joshua shares his time between Macau, where he resides, to Hong Kong and Singapore. In 2010 Joshua leaved his career as corporate lawyer, and joined joined Malca-Amit logistic group in 2010 to head the business development for the group’s flagship vault in the Singapore Freeport, and to manage its Hong Kong sister company, Malca-Amit Precious Metals. In 2016 Joshua founded J. Rotbart & Co. (Strategic Transactions Limited), that already traded over USD 400mil worth of bullion, mostly through Singapore and Hong Kong.

Matthew is a Senior Consultant of Mercer’s Wealth team in Hong Kong, providing investment solutions for institutional investors.  He is experienced in macro research, fund due diligence and portfolio management.  He is responsible for portfolio’s asset allocation and manager selection. Prior to joining Mercer, Matthew was a Portfolio Manager at The Philippa Huckle Group, where he helped manage discretionary and advisory portfolios for corporates and high net worth individuals.  He started his career with HSBC and later joined RHB Asset Management where he assisted in managing an SFC authorised Asia Pacific Resources fund and co-managed an Emerging Markets Small Cap fund. Matthew graduated from Monash University, Australia, with a bachelor degree in Banking and Finance (Econometrics) and a master’s degree in Applied Finance. He also sits at the Asian Asset Allocation Committee.

Anna has an extensive experience in banking and finance.  She had worked in major financial institutions including Citigroup, HSBC, Credit Suisse, BNP Paribas and the Chase Manhattan Bank, covering private banking, securities brokerage, corporate and commercial banking, credit and risk management.  She was the Head of Private Bank, Greater China at Credit Suisse and the CEO of HSBC Broking Services (Asia) Limited. She joined the Faculty of Business and Economics of the University of Hong Kong as Professor of Practice in Finance in 2017 and is the Program Director of the Bachelor of Finance in Asset Management and Private Banking [BFIN(AMPB)].  She teaches financial regulations, compliance and credit risk management at the Faculty. Anna is a Senior Fellow of the HK Securities & Investment Institute, a Non-executive Director of the Insurance Authority, a temporary member of the Financial Reporting Council and an Independent Non-executive Director of Bank of China International Limited.  Her previous appointments included member of the Advisory Committee of the Securities and Futures Commission, Director of the Hong Kong Securities & Investment Institute and Director of the Hong Kong Securities Association Limited.   

Malik has a great breadth and depth of expertise in Wealth Management and Strategic Leadership, guiding organisations toward leadership positions that help their clients achieve their life goals and dreams. He deploys a genuinely passionate style in motivating leaders and frontline staff to become exceptional professionals, deliver an engaging client experience, and achieve outstanding financial results. Rooted in his extensive global experience, Malik’s ‘war stories’ enable his audience to apply practical skills for enhancing overall business quality and productivity. As a Wealth Management executive, Malik has operated at the leading edge of the Global Wealth Management industry with 30+ years of experience as a senior executive across the US, Asia, and MENA. He consistently communicates a strong strategic vision backed by excellent education, all adapted to cross-cultural business settings. His career successes include Global Head of Sales Management/Wealth Development at HSBC, as well as business leadership at ADIB (Global Head of WM) Permal Group (US Head of UHNW), Citigroup (WM Head, Asia/ President CIS, US), Merrill Lynch (Director/Country Head) and Bain & Company (Senior Advisor). He has also been on the board and management committees of investment subsidiaries and businesses. Currently, Malik is CEO of K2 Leaders Inc, a New York based Wealth Management advisory firm which provides teaching, coaching, and consulting for Wealth Management institutes, business schools, and financial industry clients. He is a noted speaker and moderator at industry conferences. Malik is a Council Member of GLG as well as a Development Partner/Advisor of Acumen, an impact investing firm in NY. Malik, Najmi, their two daughters and two sons are avid scuba divers and hikers.

Simon Godfrey joined EFG Bank AG Hong Kong branch as the Head of Products in 2018 after two decades in the investment management industry. Prior to taking on the role of product due diligence and onboarding for EFG Asia, Simon has was an investment specialist for European Equities and Emerging Markets at Fortis Invesments and BNP Paribas Asset Management in Paris and Hong Kong. In these roles, he was responsible for representing investment strategies to multiple channels including institutional, private banking and wholesale. Following this, Simon co-founded an investment marketing consultancy in Hong Kong and was head of product marketing at Fidelity International. He graduated from Manchester Metropolitan University (UK) and has gained SFAF and CAIA qualifications.

With more than 30 years of relevant industry experience, David spent the first 19 years of his professional life in banking and wealth management. Beginning in client-facing sales roles, he moved on to building, managing and developing high-performance teams of client-facing Wealth Managers in large financial services organisations in the UK. In 2001, he founded a consulting and training business, and established it in South East Asia. He successfully worked on over 200 assignments with clients across Asia, India, and The Middle East. In 2011, David joined Hubbis, becoming Head of Learning Solutions. David has directed and managed a range of projects around the region with many large international and Asian-based private banks, wealth management organisations and other financial services institutions. These have focused on the development of senior and middle-management skills, front-line sales staff skills and knowledge, as well as sales, sales management and client engagement process development. Clients with which David has created and delivered skills training include: AXA; BSI Bank; Bank of Singapore; Bank Julius Baer; Barclays Wealth; Coutts; Credit Suisse; EFG Bank; HSBC Private Bank; Prudential; The Royal Bank of Scotland; UBS; UOB; and Zurich International.

Sebastien has over 20 years' experience in the investment funds distribution the fund servicing space and the Fintech space holding global positions in 5 countries. Sebastien started his career in funds distribution with Citibank wealth management in Paris to launch Citichoice in France – one of the first and leading global funds open architecture platform. He then move into the trade and post-trade space working for 6 years as a senior product management Director at Euroclear Group in Brussels where he worked on the launch of FundSettle - Euroclear dedicated investment fund transaction platform. He moved to London in 2007 to lead Fund solutions global business development at Brown Brothers Harriman before joining UK FINTECH Calastone where he was responsible for setting up and leading Calastone's International expansion into Continental Europe and then relocated to Hong Kong in 2013 to set-up and lead the Asia operations. In 2018, Sebastien joined UBS Asset Management in Hong Kong to lead the Fondcenter wholesales funds platform business expansion in Asia-Pacific.

Instructed by entrepreneurs and wealthy families on their business and estate planning needs, Marcus brings 20 years as a private client lawyer to the role of trustee. Marcus is responsible for the overall management and development of the Private Client business in Asia for Hawksford. Marcus has extensive leadership and strategic management skills. Having worked at some of the top private client law firms in New Zealand, the BVI, Cayman Islands, Guernsey and Singapore, his broad experience gives him a unique perspective on the private client environment not only jurisdictionally but also to a high level of sophistication. He will drive intermediary and client relationships.

Before rejoining EFG as Senior Managing Director, North Asia Head, Kees was a Managing Director at Hubbis. Kees Stoute IBFA, ran Sonam, a private banking training and consultancy firm, since 2012, during which time he also authored the book ‘Help, I’m Rich’ (John Wiley & Sons). Prior to that, he was the managing director of EFG Bank in South-east Asia. Kees has a distinguished career spanning the academic, IT & operations and private banking sectors, and has more than 20 years’ experience in Asia, most of the time spent in Singapore. From 2000 onwards Kees was in charge of the Private Bank of MeesPierson in Asia. MeesPierson was part of the Fortis Group, which acquired London-headquartered Dryden Wealth Management in 2005, of which Kees became global CEO and Chairman. After the integration of Dryden into Fortis, Kees moved on to the position of Managing Director of EFG Bank Singapore, where he remained in charge until March 2012. He left EFG Bank to set up and develop Sonam BV. He subsequently joined Hubbis as Managing Director in 2015. An experienced private banker, Kees served at MeesPierson from 1992 to 1996 as its regional head of IT. In 1996, he was promoted to the position of chief operating officer of Fortis / MeesPierson in Singapore. In this position, he became a member of the regional management team of MeesPierson Private Banking. In April 2000, he moved on to become managing director of the business line private banking and trust in Asia for MeesPierson and in 2002, he was (in addition) promoted to managing director of the legal entity MeesPierson Asia Ltd in Singapore. In 2011 Kees became one of the first in Singapore to be certified by the regulator in Singapore (IBF) as Financial Industry Certified Professional (FICP – Role Model 6), now called IBFA. In the same year, he was also invited to participate in the Private Banking Industry Group, a consultative forum which was established by the Monetary Authority of Singapore (MAS) to further strengthen the competency and market conduct standards of the private banking industry in Singapore. In 2012, Kees became the inaugural winner of the Hubbis Recognition of Excellence in Asian Wealth Management Award. In September 2015, Kees was given a certificate to denote his status as an ‘IBF Advanced Fellow’ for 2015. 

Dr. Kim is the founder and chief executive officer of Neo Risk Investment Advisors (NeoRisk), a Hong Kong-based investment adviser and fund manager that uses innovations in financial engineering such as quantitative risk models, advanced asset allocation and derivatives to improve investment performance.
Prior to founding NeoRisk, Dr. Kim served as managing director and head of the regional investor derivatives business for Citi Global Markets Asia until his departure in May 2013. The group engaged with a variety of clients across the region covering equity, fixed income and hybrid investment products for portfolio asset allocation, risk management, yield and hedging solutions, and was recognised as the leader in structured investment products by numerous financial industry publications. Dr. Kim originally started at Salomon Brothers (a predecessor of Citi) in 1993, and worked in a number of capacities over the course of his twenty-year career with Citi, including head of regional sales and structuring, and senior equity derivatives trader, both in Hong Kong, and quantitative research analyst in New York. Prior to joining Salomon, he was a lecturer at Princeton University. Dr. Kim started his career on Wall Street in corporate finance at Kidder, Peabody & Co. in 1986. He earned his B.A. in economics, magna cum laude, from Harvard University and his Ph.D. in economics from Princeton University. In addition, Dr. Kim teaches as an Adjunct Professor of Finance at the Hong Kong University of Science and Technology, is a Board member and incoming Board chair of the Hong Kong International School, and served as a past president of the American Club of Hong Kong.

Qishi is Senior Manager at Henley & Partners.  Since January 2018, he has been responsible for North Asia-based clients' residence and citizenship planning and business development related to private client services. Prior to Henley & Partners he was an Associate at Frendo Advisory. Qishi has a MSc Global Migration from the University College London, United Kingdom.

Tariq sets up and manages the investment portfolios of retirement plans at his firm GFM Group in Hong Kong and the US. He is the author of the book “Invest Outside the Box: Understanding Different Asset Classes and Strategies” and a frequent speaker on ETFs, 401(k) plans, IRAs, ORSO and international investing. Prior to this, he worked at Bear Stearns, JP Morgan, CIBC and Societe Generale in New York, Toronto, London, and Hong Kong. His experience spans equity, fixed income, commodity and currency markets across America, Europe, and Asia. Tariq also teaches fixed income and alternative investments at the CFA Society and ESSEC Business School in Singapore. With 20 years' experience across global markets and asset classes and two major bubble bursts, Tariq’s mission is to raise the standards of transparency international pensions have over the stocks and bonds they own. He is on Twitter at @QuantOfAsia

Nick Pollard joined CFA Institute in 2016 as managing director for Asia Pacific. Based in the Hong Kong SAR office, he also oversees operations in Beijing, China and Mumbai, India. Nick is responsible for working with all CFA Institute stakeholders, increasing the number of candidates entering and moving through the organization’s credentialing programs, and working with institutional partners (employers, universities and regulators) throughout the region. He is actively engaged with 21 CFA Institute societies that represent more than 27,000 members in the region. Nick is a seasoned wealth management and banking executive and skilled at growing businesses in Europe and Asia. He brings a unique combination of strategic leadership skills as well as learning and professional development expertise. Prior to joining CFA Institute, Nick was CEO of The Royal Bank of Scotland’s Coutts Asia division and, most recently, he was the Head of International Learning and Professional Development for Coutts International. Nick began his career with NatWest Group, subsequently part of the RBS Group, where he gained experience in marketing and talent development. Nick earned his B.A from University College, London and is a Member of the Private Wealth Management Association. He has lived and worked in the APAC region since 2009 and resides in Hong Kong.

Jennifer Lai heads the growing team in Henley & Partners Hong Kong Ltd. Jennifer now oversees the major markets of Hong Kong office (including China, Taiwan, Japan, South Korea, Nepal and Mongolia) and leads the office’s business strategy of extending the firm’s portfolio of Residence and Citizenship Solutions to the ever-increasing number of private clients in the region. Joined Henley & Partners in 2010 when the company established the first Asian Pacific office in the region. She is a renowned expert on International residence and citizenship planning and a private client advisor. She frequently provides trainings to professionals in the financial institutions as well as the consultants in the industry; and she also speaks at seminars, summits, forums, conference related to the residence and citizenship industry. Jennifer has over 15 years of substantial experiences on Chinese market. Fluent in several languages spanning Europe and Asia that provide her unique insights and experiences to her private clients. Prior to joining the firm, she worked for a European risk consultancy firm catering to expanding global companies, where she acquired extensive experience in international risk and mitigation for expanding global companies.

Thor joined Citi Private Bank in 2010 and is a Director and Head of Hedge Funds (Asia). He has 18 years of experience in hedge fund investing and research. Prior to joining Citi, he was a Director at Cadogan Management where he selected and monitored Asian hedge funds. Previously he was a Senior Research Analyst with Schroders New Finance Capital, where he was responsible for hedge fund investment and manager selection. Prior to Schroders, he served as a Research Analyst for Atlas Capital, a fund of hedge funds based in London. Thor holds an MSc in Shipping, Trade and Finance from Cass Business School at City University and a BSc with Honors from Aston University.

Agnes Shea co-heads the private banking sales team at Leonteq Securities in Asia, providing product ideas and trading strategies for Hong Kong and Singapore Private Banks. Agnes is based in Hong Kong and has over 10 years of experience in structured products. Prior to Leonteq, Agnes worked at HSBC as head of brokerage and structured products in wealth management where she managed global structured products offerings and at BBVA, Citi and KBC Financial Products as derivatives sales. Agnes holds a Bachelor of Science degree from Cornell University.

Damien is the Regional Director Asia for Finantix. In that capacity Damien works with Banks and Insurers in finding technology oriented solutions to improve sales, advisory and relationship management processes. Despite being a trained lawyer, Damien’s love of zeros and ones drove him along a 18 year pilgrimage to the intersection of finance and technology, guiding world leading banks and insurers along the journey. He is based in Singapore and covers the major Asia banking centers.

Federico Vasoli is a lawyer admitted to the Bar of Milan, to the Malta’s Chamber of Advocates as an EU lawyer and by the Ministry of Justice as a foreign lawyer in Vietnam. He is the managing partner of the international legal and tax advisory firm dMTV, with offices in Singapore, Malta, Vietnam and Dubai. Prof Vasoli considers himself a very ethical person that values interpersonal relations, challenges, innovation and sound legal support that makes a positive difference for businesses. He is an adjunct professor at MIP Politecnico di Milano, Italy.

Vincent Magnenat, Limited Partner, is the Chief Executive Officer of Lombard Odier Asia. He is also the Chief Executive Officer of the Singapore office and Asia Head of Private Banking.

Prior to joining Lombard Odier in 2012, Vincent spent close to nine years at Société Générale, one of the largest European banks. His last position was as Regional Head of Sales and Marketing for Private Banking in Asia, overseeing business development efforts across the region.

In parallel, Vincent played an instrumental role in building a platform to cater to the needs of international high net worth investors and financial intermediaries as Global Market Manager for UHNW clients.

Vincent began his career in international private banking at Credit Suisse in Switzerland and relocated in 2002 to Singapore.

He has worked and lived in Hong Kong and Singapore for 16 years.

Malik has a great breadth and depth of expertise in Wealth Management and Strategic Leadership, guiding organisations toward leadership positions that help their clients achieve their life goals and dreams. He deploys a genuinely passionate style in motivating leaders and frontline staff to become exceptional professionals, deliver an engaging client experience, and achieve outstanding financial results. Rooted in his extensive global experience, Malik’s ‘war stories’ enable his audience to apply practical skills for enhancing overall business quality and productivity. As a Wealth Management executive, Malik has operated at the leading edge of the Global Wealth Management industry with 30+ years of experience as a senior executive across the US, Asia, and MENA. He consistently communicates a strong strategic vision backed by excellent education, all adapted to cross-cultural business settings. His career successes include Global Head of Sales Management/Wealth Development at HSBC, as well as business leadership at ADIB (Global Head of WM) Permal Group (US Head of UHNW), Citigroup (WM Head, Asia/ President CIS, US), Merrill Lynch (Director/Country Head) and Bain & Company (Senior Advisor). He has also been on the board and management committees of investment subsidiaries and businesses. Currently, Malik is CEO of K2 Leaders Inc, a New York based Wealth Management advisory firm which provides teaching, coaching, and consulting for Wealth Management institutes, business schools, and financial industry clients. He is a noted speaker and moderator at industry conferences. Malik is a Council Member of GLG as well as a Development Partner/Advisor of Acumen, an impact investing firm in NY. Malik, Najmi, their two daughters and two sons are avid scuba divers and hikers.

Vincent Magnenat, Limited Partner, is the Chief Executive Officer of Lombard Odier Asia. He is also the Chief Executive Officer of the Singapore office and Asia Head of Private Banking.

Prior to joining Lombard Odier in 2012, Vincent spent close to nine years at Société Générale, one of the largest European banks. His last position was as Regional Head of Sales and Marketing for Private Banking in Asia, overseeing business development efforts across the region.

In parallel, Vincent played an instrumental role in building a platform to cater to the needs of international high net worth investors and financial intermediaries as Global Market Manager for UHNW clients.

Vincent began his career in international private banking at Credit Suisse in Switzerland and relocated in 2002 to Singapore.

He has worked and lived in Hong Kong and Singapore for 16 years.

Nick Pollard joined CFA Institute in 2016 as managing director for Asia Pacific. Based in the Hong Kong SAR office, he also oversees operations in Beijing, China and Mumbai, India. Nick is responsible for working with all CFA Institute stakeholders, increasing the number of candidates entering and moving through the organization’s credentialing programs, and working with institutional partners (employers, universities and regulators) throughout the region. He is actively engaged with 21 CFA Institute societies that represent more than 27,000 members in the region. Nick is a seasoned wealth management and banking executive and skilled at growing businesses in Europe and Asia. He brings a unique combination of strategic leadership skills as well as learning and professional development expertise. Prior to joining CFA Institute, Nick was CEO of The Royal Bank of Scotland’s Coutts Asia division and, most recently, he was the Head of International Learning and Professional Development for Coutts International. Nick began his career with NatWest Group, subsequently part of the RBS Group, where he gained experience in marketing and talent development. Nick earned his B.A from University College, London and is a Member of the Private Wealth Management Association. He has lived and worked in the APAC region since 2009 and resides in Hong Kong.

Before rejoining EFG as Senior Managing Director, North Asia Head, Kees was a Managing Director at Hubbis. Kees Stoute IBFA, ran Sonam, a private banking training and consultancy firm, since 2012, during which time he also authored the book ‘Help, I’m Rich’ (John Wiley & Sons). Prior to that, he was the managing director of EFG Bank in South-east Asia. Kees has a distinguished career spanning the academic, IT & operations and private banking sectors, and has more than 20 years’ experience in Asia, most of the time spent in Singapore. From 2000 onwards Kees was in charge of the Private Bank of MeesPierson in Asia. MeesPierson was part of the Fortis Group, which acquired London-headquartered Dryden Wealth Management in 2005, of which Kees became global CEO and Chairman. After the integration of Dryden into Fortis, Kees moved on to the position of Managing Director of EFG Bank Singapore, where he remained in charge until March 2012. He left EFG Bank to set up and develop Sonam BV. He subsequently joined Hubbis as Managing Director in 2015. An experienced private banker, Kees served at MeesPierson from 1992 to 1996 as its regional head of IT. In 1996, he was promoted to the position of chief operating officer of Fortis / MeesPierson in Singapore. In this position, he became a member of the regional management team of MeesPierson Private Banking. In April 2000, he moved on to become managing director of the business line private banking and trust in Asia for MeesPierson and in 2002, he was (in addition) promoted to managing director of the legal entity MeesPierson Asia Ltd in Singapore. In 2011 Kees became one of the first in Singapore to be certified by the regulator in Singapore (IBF) as Financial Industry Certified Professional (FICP – Role Model 6), now called IBFA. In the same year, he was also invited to participate in the Private Banking Industry Group, a consultative forum which was established by the Monetary Authority of Singapore (MAS) to further strengthen the competency and market conduct standards of the private banking industry in Singapore. In 2012, Kees became the inaugural winner of the Hubbis Recognition of Excellence in Asian Wealth Management Award. In September 2015, Kees was given a certificate to denote his status as an ‘IBF Advanced Fellow’ for 2015. 

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.

Jennifer Lai heads the growing team in Henley & Partners Hong Kong Ltd. Jennifer now oversees the major markets of Hong Kong office (including China, Taiwan, Japan, South Korea, Nepal and Mongolia) and leads the office’s business strategy of extending the firm’s portfolio of Residence and Citizenship Solutions to the ever-increasing number of private clients in the region. Joined Henley & Partners in 2010 when the company established the first Asian Pacific office in the region. She is a renowned expert on International residence and citizenship planning and a private client advisor. She frequently provides trainings to professionals in the financial institutions as well as the consultants in the industry; and she also speaks at seminars, summits, forums, conference related to the residence and citizenship industry. Jennifer has over 15 years of substantial experiences on Chinese market. Fluent in several languages spanning Europe and Asia that provide her unique insights and experiences to her private clients. Prior to joining the firm, she worked for a European risk consultancy firm catering to expanding global companies, where she acquired extensive experience in international risk and mitigation for expanding global companies.

Yiannos Trisokkas has been the Managing Partner of Henley & Partners Cyprus Ltd since 2013 and is currently the Chairman of the Real Estate Committee of Henley & Partners, the global leader in residence and citizenship planning. At the same time he is the Director of Casamont Ltd, a real estate company with a presence in Cyprus and Malta, serving an international clientele interested in investments in real estate. Trisokkas has been entrenched in the real estate market of Cyprus since 2002. His comprehensive understanding of the market quickly made him a valuable consultant and partner to various developers, estate agents, law firms and financial services providers. This experience and his close cooperation with all stakeholders in this sector defined him as a specialist in the field. Since 2013, Trisokkas has been channeling his knowledge and experience into the area of residency and citizenship consultancy, servicing Henley & Partners’ clientele of high net worth individuals. In addition to his position at Henley & Partners Cyprus, Greece’s Golden Visa Program is also within his ambit. Trisokkas has been especially recognized for his ability to assess market offerings and balance them with investors’ needs. This understanding and appreciation of both sides of every transaction translates into profitable investment opportunities with realistic exit strategies that dovetail with each client’s individual financial planning.

Patrick is the Head of Market Development, Wealth Management – Asia Pacific & Japan, for Refinitiv based in Singapore. His role is to ensure that Refinitiv’s products & services meet the needs and expectations of Wealth Management customers by identifying, developing and launching news, analytics, risk and workflow solutions across all asset classes and segments for both front office and digital users within the Wealth Management community. Patrick joined the Financial & Risk division of Thomson Reuters in 2014, which became Refinitiv in October 2018. Previously Patrick worked within the private banking industry in Singapore as Head of the European Desk at Barclays Wealth and Head of Private Banking at VP Bank (Singapore). He moved to Singapore in 2008 from London where he was a team leader for Barclays Wealth. Patrick is a Chartered Fellow of the Chartered Institute for Securities & Investment and has a BSc in Statistics from the University of Newcastle upon Tyne. Outside of work his focus is on being a husband, a father, a runner and a Scotsman.

Tariq sets up and manages the investment portfolios of retirement plans at his firm GFM Group in Hong Kong and the US. He is the author of the book “Invest Outside the Box: Understanding Different Asset Classes and Strategies” and a frequent speaker on ETFs, 401(k) plans, IRAs, ORSO and international investing. Prior to this, he worked at Bear Stearns, JP Morgan, CIBC and Societe Generale in New York, Toronto, London, and Hong Kong. His experience spans equity, fixed income, commodity and currency markets across America, Europe, and Asia. Tariq also teaches fixed income and alternative investments at the CFA Society and ESSEC Business School in Singapore. With 20 years' experience across global markets and asset classes and two major bubble bursts, Tariq’s mission is to raise the standards of transparency international pensions have over the stocks and bonds they own. He is on Twitter at @QuantOfAsia

Aman Dhingra is Head of Advisory, Singapore for Union Bancaire Privée. Based in Singapore, he leads the team of multi-asset advisors providing clients with guidance on their investment portfolios through bespoke advisory mandates.

He has 15 years of experience in Asian markets leading investment advisory, innovation and new product development, crafting and operating product platforms and implementing wealth management frameworks across several jurisdictions including Asia, the Middle East and UK.

Prior to UBP, Aman worked at Coutts as the head of fund solutions in Singapore and at Citibank in multiple roles spanning wealth management, consumer banking, credit cards and treasury services.

Sebastien has over 20 years' experience in the investment funds distribution the fund servicing space and the Fintech space holding global positions in 5 countries. Sebastien started his career in funds distribution with Citibank wealth management in Paris to launch Citichoice in France – one of the first and leading global funds open architecture platform. He then move into the trade and post-trade space working for 6 years as a senior product management Director at Euroclear Group in Brussels where he worked on the launch of FundSettle - Euroclear dedicated investment fund transaction platform. He moved to London in 2007 to lead Fund solutions global business development at Brown Brothers Harriman before joining UK FINTECH Calastone where he was responsible for setting up and leading Calastone's International expansion into Continental Europe and then relocated to Hong Kong in 2013 to set-up and lead the Asia operations. In 2018, Sebastien joined UBS Asset Management in Hong Kong to lead the Fondcenter wholesales funds platform business expansion in Asia-Pacific.

Jean-Louis Nakamura is Chief investment officer, Asia-Pacific, and head of Hong Kong office for Lombard Odier group. Jean-Louis joined Lombard Odier in March 2008 to head the executive board of the Paris office. In late 2008, he was transferred to Lombard Odier’s head office in Geneva to become Head of the Quantitative & Overlay Management Team. He was appointed Deputy Global CIO of LOIM in June 2012 and CIO, Asia Pacific in January 2014. Prior to joining Lombard Odier, Jean-Louis was CEO of the French Civil Service Pension Fund (ERAFP), having spent five years as CIO of the French Pensions Reserve Fund (FRR), where he was in charge of strategy, tactical allocation and the selection of managers for a portfolio valued at EUR34 billion. Previously, he was Head of International Forecasting and Macro Analysis at the Ministry of Economy & Finance, France from 2001-2003. He also served as a financial expert covering euro-related issues and the banking and insurance sectors for the European Council from 1999-2001. Jean-Louis began his career in 1995 as an economist, specialising in macroeconomics and the banking industry at the French Ministry of Finance. He graduated from France’s Ecole Nationale d’Administration in 1995 and from the Institut d’Etudes Politiques in 1991.

Alison has been working in the industry since 1987. She is responsible for formulating strategic sales plans and leading the local sales team to drive business growth in Hong Kong and China. Prior to joining HSBC in July 2015, Alison worked at Manulife Financial as the Regional Head of Business Development, Asia Wealth Management based in Hong Kong and more recently Head of Wealth Management in Singapore. She has in-depth Asian Wealth Management experience having been based in the Region for more than 14 years, working in both investment and insurance roles for companies such as ANZ Banking Group and Deutsche Asset Management Asia. Alison holds a Bachelor of Arts in Education from the University of Sydney, a Graduate Diploma in Applied Finance and Investment from the Securities Institute of Australasia, and an Executive MBA from the Australian Graduate School of Management.

Instructed by entrepreneurs and wealthy families on their business and estate planning needs, Marcus brings 20 years as a private client lawyer to the role of trustee. Marcus is responsible for the overall management and development of the Private Client business in Asia for Hawksford. Marcus has extensive leadership and strategic management skills. Having worked at some of the top private client law firms in New Zealand, the BVI, Cayman Islands, Guernsey and Singapore, his broad experience gives him a unique perspective on the private client environment not only jurisdictionally but also to a high level of sophistication. He will drive intermediary and client relationships.

Christiaan is a CPA registered in Hong Kong, the UK and South Africa. He has worked in financial services for more than 30 years in a career spanning Europe and Asia, including almost 20 years in the trust industry. Christiaan holds the STEP Advanced Certificate in Family Business Advising, which he completed with distinction. He can speak English, Afrikaans, Dutch and French.

Federico Vasoli is a lawyer admitted to the Bar of Milan, to the Malta’s Chamber of Advocates as an EU lawyer and by the Ministry of Justice as a foreign lawyer in Vietnam. He is the managing partner of the international legal and tax advisory firm dMTV, with offices in Singapore, Malta, Vietnam and Dubai. Prof Vasoli considers himself a very ethical person that values interpersonal relations, challenges, innovation and sound legal support that makes a positive difference for businesses. He is an adjunct professor at MIP Politecnico di Milano, Italy.

Agnes Shea co-heads the private banking sales team at Leonteq Securities in Asia, providing product ideas and trading strategies for Hong Kong and Singapore Private Banks. Agnes is based in Hong Kong and has over 10 years of experience in structured products. Prior to Leonteq, Agnes worked at HSBC as head of brokerage and structured products in wealth management where she managed global structured products offerings and at BBVA, Citi and KBC Financial Products as derivatives sales. Agnes holds a Bachelor of Science degree from Cornell University.

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.

Damien is the Regional Director Asia for Finantix. In that capacity Damien works with Banks and Insurers in finding technology oriented solutions to improve sales, advisory and relationship management processes. Despite being a trained lawyer, Damien’s love of zeros and ones drove him along a 18 year pilgrimage to the intersection of finance and technology, guiding world leading banks and insurers along the journey. He is based in Singapore and covers the major Asia banking centers.

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.

Dr. Kim is the founder and chief executive officer of Neo Risk Investment Advisors (NeoRisk), a Hong Kong-based investment adviser and fund manager that uses innovations in financial engineering such as quantitative risk models, advanced asset allocation and derivatives to improve investment performance.
Prior to founding NeoRisk, Dr. Kim served as managing director and head of the regional investor derivatives business for Citi Global Markets Asia until his departure in May 2013. The group engaged with a variety of clients across the region covering equity, fixed income and hybrid investment products for portfolio asset allocation, risk management, yield and hedging solutions, and was recognised as the leader in structured investment products by numerous financial industry publications. Dr. Kim originally started at Salomon Brothers (a predecessor of Citi) in 1993, and worked in a number of capacities over the course of his twenty-year career with Citi, including head of regional sales and structuring, and senior equity derivatives trader, both in Hong Kong, and quantitative research analyst in New York. Prior to joining Salomon, he was a lecturer at Princeton University. Dr. Kim started his career on Wall Street in corporate finance at Kidder, Peabody & Co. in 1986. He earned his B.A. in economics, magna cum laude, from Harvard University and his Ph.D. in economics from Princeton University. In addition, Dr. Kim teaches as an Adjunct Professor of Finance at the Hong Kong University of Science and Technology, is a Board member and incoming Board chair of the Hong Kong International School, and served as a past president of the American Club of Hong Kong.

Entela is the CEO and Co-founder of Intensel Limited, an AI-powered climate science for predicting risk related to weather extremes and climate change. Besides, she serves as Adjunct Associate Professor at Department of Finance, HKUST Business School, teaching a variety of courses such as Fixed Income Securities, Investment Analysis Sustainable Investing mainly for Master level. Before Intensel, Entela has been acting as consultant/advisor/executive trainer on Impact and ESG Investing. Previously, she worked for UBS Investment Bank, Hong Kong and a Geneva-based hedge fund, Switzerland and the Security and Exchange Commission (SEC) in Albania.Currently, she sits on various paid and unpaid boards such as Dragon Capital Group Limited, The Hong Kong Green Finance Association ESG Integration working group, the Board of Advisors of International Care Ministries (ICM), as well as the Friend Of Earth NGO Advisory Board. Her recent and ongoing Harvard Business Review cases studies are on ESG integration, physical and transitional climate risk impact on company performance and China A-Shares mainly. Previous academic research is on Portfolio Optimization with Credit Default Risk, as well as Venture capitalist, contract pricing using numerical simulations techniques. She graduated with a PhD in Financial Asset Management and Engineering (FAME /Swiss Finance Institute) from HEC – University of Lausanne, Switzerland, also holds an MPhil in International Economics from HEI- Graduate Institute of International Studies, Geneva, Switzerland and Certificate of Finance from Linacre College, Oxford University.

Drawing upon his extensive leadership experience and industry knowledge, Arjan is responsible for the entire products and services offering in Asia and overlooks the regional investment strategy. Arjan started his financial career with Hollandsche Bank Unie (HBU), serving Private, Corporate and Institutional clients within a dealing room environment, and subsequently became Head of Treasury & Special Products Private Clients in the Netherlands. He has over 14 years of experience with ABN AMRO Private Banking, of which more than 7 years were spent in Asia. In early 2006, he relocated to Singapore to take up the position of Regional Head of Treasury & Special Products for Private Banking in Asia with ABN AMRO. With his strong understanding of the needs of Asian clients, Arjan moved to Hong Kong in April 2010 and was appointed Head of Private Banking for North Asia. Following this, he was appointed Head of North Asia at ANZ Private Bank before being appointed Head of Integration for ANZ Retail & Private Wealth Asia in April 2016. Arjan was appointed Head of Markets & Investment Solutions Asia at Indosuez Wealth Management in February 2017. Arjan graduated with a Master of Science in Business Economics from Nyenrode University, the Netherlands.

Angel has more than 20 years of experience in the financial industry. She started her career as an equity analyst with Bank of East Asia. She also held similar role at Mees Pierson Securities (Asia) Ltd, and was an investment strategist at Citibank Private Banking HK.

She previously held senior positions in Dah Sing Private Banking as Head of Investment Advisory; andABN AMRO Private Banking HK as Head of Special Products.

She assumed her current position as Regional Head of Products & Solutions in 2010. She is responsible for managing the Investment Strategy & Portfolio Expertise team, the Investment Products team, the Treasury, Special Products & Dealing teams, the Discretionary Portfolio Management team, the Private Lending team, the Investment Counselling teams, the Wealth Structuring & Estate Planning teams and the Trade & Product Support team.

She is the co-author of “Structured Products, Evolution & Analysis”, and a frequent speaker in industry conferences.

Angel is a CFA, CFP and FRM and holds a bachelor degree in Economics from Hong Kong University.

Simon Godfrey joined EFG Bank AG Hong Kong branch as the Head of Products in 2018 after two decades in the investment management industry. Prior to taking on the role of product due diligence and onboarding for EFG Asia, Simon has was an investment specialist for European Equities and Emerging Markets at Fortis Invesments and BNP Paribas Asset Management in Paris and Hong Kong. In these roles, he was responsible for representing investment strategies to multiple channels including institutional, private banking and wholesale. Following this, Simon co-founded an investment marketing consultancy in Hong Kong and was head of product marketing at Fidelity International. He graduated from Manchester Metropolitan University (UK) and has gained SFAF and CAIA qualifications.

Matthew is a Senior Consultant of Mercer’s Wealth team in Hong Kong, providing investment solutions for institutional investors.  He is experienced in macro research, fund due diligence and portfolio management.  He is responsible for portfolio’s asset allocation and manager selection. Prior to joining Mercer, Matthew was a Portfolio Manager at The Philippa Huckle Group, where he helped manage discretionary and advisory portfolios for corporates and high net worth individuals.  He started his career with HSBC and later joined RHB Asset Management where he assisted in managing an SFC authorised Asia Pacific Resources fund and co-managed an Emerging Markets Small Cap fund. Matthew graduated from Monash University, Australia, with a bachelor degree in Banking and Finance (Econometrics) and a master’s degree in Applied Finance. He also sits at the Asian Asset Allocation Committee.

Michael Levin is a Managing Director of Credit Suisse in the International Wealth Management division, based in Hong Kong. He is the Head of Asset Management Asia Pacific. Michael is responsible for developing and directing regional Asset Management strategy, including distribution, product and partnerships. He also works closely with institutions and the Private Bank in delivering Asset Management investment solutions. Prior to joining Credit Suisse in August 2011, Michael was the CEO of AsiaCrest Capital, a Hong Kong-based fund of hedge funds. Previously, he served as a portfolio manager at both Hite Capital and Man Group. Michael was also the co-founder of Metropolitan Venture Partners. He brings over 20 years of experience in Alternatives across both liquid and illiquid investments. Michael earned his Bachelor of Science in Economics, Magna Cum Laude, from The Wharton School at the University of Pennsylvania.

Thorsten is a Senior Fund Manager of the JOHCM US Small and Mid Cap Equity and the JOHCM Global Smaller Companies Strategies. He previously served as a Portfolio Manager at Fidelity Institutional Asset Management (formerly Pyramis Global Advisors), a unit of Fidelity Investments. In that role, he managed the global financial sector portfolio. Before the formation of Pyramis in 2005, Thorsten worked in the same role with Fidelity Investment’s institutional equity group. Since January 2004, he managed the financials and telecommunications sectors of team-managed large cap, small/mid cap, and 130/30 strategies. Thorsten served as an Equity Analyst in Fidelity’s London office from 2000 to 2003, covering the securities of European banks, emerging market financial companies, and European business services firms. Prior to that, he covered Latin American equities, researching the retail, metals & mining, and utilities sectors while based in Fidelity’s Boston office from 1996 to 2000. He has more than 20 years' investment industry experience. He holds a Diplomkaufmann from the Koblenz School of Corporate Management in Germany. Thorsten, a native of Germany, speaks German, English and Spanish fluently, and has working knowledge of Russian.

Tobias Bland has the primary responsibility for managing Enhanced Investment Products. Prior to founding EIP in December 2001, Toby spent 8 years at Jardine Fleming Securities Limited (now JP Morgan), where he was responsible for establishing and running the proprietary trading desk. As the head of proprietary trading, he was responsible for a relative value portfolio invested in South East Asia. Prior to establishing the proprietary trading desk, Toby was involved in convertible bond, tax and warrant arbitrage. He joined Jardine Fleming in 1993 as a member of the securities lending department in Hong Kong. Toby has a Bachelor of Sciences degree from Southampton University, United Kingdom. He has obtained qualifications in financial derivatives and financial engineering, as a broker's representative and as an options/futures trading officer with the Stock Exchange of Hong Kong. He is a patron of HOPE for Children, and dedicates time to philanthropic pursuits in Asia.

Sally Ryder is an expert in diamonds, accredited by the GAA and has more than a decade of relationship building with the world’s most reputable diamond cutters. Sally has focused on attracting Hong Kong’s most talented artisan jewellers. No moulds or casts in site, Ryder’s jewellers are highly skilled in the art of hand making truly beautiful diamond jewellery. Slowly building her trusted network of diamond suppliers, Sally now holds a little black book of some of the world’s best. Combined with an artistic vision, a creative eye, and a personalised touch, the world of Ryder is one to be experienced and enjoyed.

E: sally@ryderdiamonds.com
T: +852 5639 710

Joshua Rotbart (LLM, MBA) is the founder and managing partner of J. Rotbart & Co. (Strategic Transactions Limited), a Hong Kong-based company providing solutions for high net worth individuals and families wishing to buy, sell, ship, and store physical precious metals and other tangible assets. Joshua shares his time between Macau, where he resides, to Hong Kong and Singapore. In 2010 Joshua leaved his career as corporate lawyer, and joined joined Malca-Amit logistic group in 2010 to head the business development for the group’s flagship vault in the Singapore Freeport, and to manage its Hong Kong sister company, Malca-Amit Precious Metals. In 2016 Joshua founded J. Rotbart & Co. (Strategic Transactions Limited), that already traded over USD 400mil worth of bullion, mostly through Singapore and Hong Kong.

Steven J Cohen CFA is the principal and CIO of a Zurich based multi-family office. He gained his BSc Econ from UCL, spent several years in Chartered Accountancy and had established a retail clothing firm in central London. He was in-house council to the wealthiest family in the UK and managed a multi billion dollar portfolio for a big 4 UK bank. After a very successful 2007 & 2008 he established his family office and today develops artificial intelligence generated investment strategies for an increasing Asian client base.

Malik has a great breadth and depth of expertise in Wealth Management and Strategic Leadership, guiding organisations toward leadership positions that help their clients achieve their life goals and dreams. He deploys a genuinely passionate style in motivating leaders and frontline staff to become exceptional professionals, deliver an engaging client experience, and achieve outstanding financial results. Rooted in his extensive global experience, Malik’s ‘war stories’ enable his audience to apply practical skills for enhancing overall business quality and productivity. As a Wealth Management executive, Malik has operated at the leading edge of the Global Wealth Management industry with 30+ years of experience as a senior executive across the US, Asia, and MENA. He consistently communicates a strong strategic vision backed by excellent education, all adapted to cross-cultural business settings. His career successes include Global Head of Sales Management/Wealth Development at HSBC, as well as business leadership at ADIB (Global Head of WM) Permal Group (US Head of UHNW), Citigroup (WM Head, Asia/ President CIS, US), Merrill Lynch (Director/Country Head) and Bain & Company (Senior Advisor). He has also been on the board and management committees of investment subsidiaries and businesses. Currently, Malik is CEO of K2 Leaders Inc, a New York based Wealth Management advisory firm which provides teaching, coaching, and consulting for Wealth Management institutes, business schools, and financial industry clients. He is a noted speaker and moderator at industry conferences. Malik is a Council Member of GLG as well as a Development Partner/Advisor of Acumen, an impact investing firm in NY. Malik, Najmi, their two daughters and two sons are avid scuba divers and hikers.

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 to conceive and launch Finance Asia magazine. While he was Managing Director of Finance Asia, Michael also launched 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. He now lives in Ho Chi Minh City, Vietnam, and is married with three children - Reanna, Garett and Tarryn.

Malik has a great breadth and depth of expertise in Wealth Management and Strategic Leadership, guiding organisations toward leadership positions that help their clients achieve their life goals and dreams. He deploys a genuinely passionate style in motivating leaders and frontline staff to become exceptional professionals, deliver an engaging client experience, and achieve outstanding financial results. Rooted in his extensive global experience, Malik’s ‘war stories’ enable his audience to apply practical skills for enhancing overall business quality and productivity. As a Wealth Management executive, Malik has operated at the leading edge of the Global Wealth Management industry with 30+ years of experience as a senior executive across the US, Asia, and MENA. He consistently communicates a strong strategic vision backed by excellent education, all adapted to cross-cultural business settings. His career successes include Global Head of Sales Management/Wealth Development at HSBC, as well as business leadership at ADIB (Global Head of WM) Permal Group (US Head of UHNW), Citigroup (WM Head, Asia/ President CIS, US), Merrill Lynch (Director/Country Head) and Bain & Company (Senior Advisor). He has also been on the board and management committees of investment subsidiaries and businesses. Currently, Malik is CEO of K2 Leaders Inc, a New York based Wealth Management advisory firm which provides teaching, coaching, and consulting for Wealth Management institutes, business schools, and financial industry clients. He is a noted speaker and moderator at industry conferences. Malik is a Council Member of GLG as well as a Development Partner/Advisor of Acumen, an impact investing firm in NY. Malik, Najmi, their two daughters and two sons are avid scuba divers and hikers.

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 to conceive and launch Finance Asia magazine. While he was Managing Director of Finance Asia, Michael also launched 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. He now lives in Ho Chi Minh City, Vietnam, and is married with three children - Reanna, Garett and Tarryn.