China Wealth Management Forum 2016

William has 20 years’ experience in wealth management. He used to work for HSBC (Australia), IPAC (Hong Kong) and other well-known financial institutions. He has practiced in China, Hong Kong, Taiwan and Australia. As the founder of AOW Financial Service, William has made enormous efforts with his team in developing and promoting professional technology and tools for wealth management practitioners in China. By training and coaching tens of thousands of financial planners within the last 11years, he becomes one of the industry's leading wealth management mentors. He is always in the industry front line for his high net worth clients and provides his service for their financial decision-making process. He has profound understanding of the development trends of the global wealth management industry, as well as how it will land in China. Being the author of , he’s deeply engrossed in academic study of wealth management theories. As the Chairmen of CCPFP, he and his team has just conducted a survey on professional ecology with responses from 4597 financial planners cross the nation. The research book will be published in January 2018.

Ms Wan possesses more than 22 years of experience in Asia’s asset management industry. She is a highly-seasoned veteran having represented various international asset managers in Asia. She had an extensive background in various functional areas within the mutual fund industry in Asia, including overall business development, marketing, sales, client servicing, operation and general management. Before joining BEA Union Investment in mid 2011 as its CEO, she was CEO of the Institute of Financial Planners of Hong Kong, leading the Institute’s efforts in promoting the professional standards of financial planners in Hong Kong. Prior to that, she was CEO of Allianz Global Investors Hong Kong Limited, where she was responsible for developing and implementing growth strategies and managing multinational distributors.

Apart from her impressive career, Ms Wan is also involved in various public services in Hong Kong. She is currently a member of the Disciplinary Panel of Hong Kong Institute of Certified Public Accountants and a member of Professional Ethics Review Committee of the Institute of Financial Planners of Hong Kong. She had served as the Board Member of the Deposit Protection Board of Hong Kong and chaired its investment committee from 2008 to 2011. She was also a member of the Insurance Advisory Board from 2010-2013. She has been an active member of the Hong Kong Investment Funds Association, serving as a Vice-Chairman from 2006 to 2008.

Ray Chou is a Principal in the Greater China Financial Services Practice of Bain & Company. He was previously with MasterCard as Head of Business Development. He has extensive experience across full-potential strategy, NPS®, performance improvement, business model design and organisational transformation. He has recently led multiple innovative projects in wealth management and asset management in the context of digitalisation trend in China. Ray holds an MBA degree from Haas School of Business, UC Berkeley, honored with Haas Merit Scholarship.

Dennis Wan is a Managing Director and the Head of Sales for Equity Markets & Commodities of Commerzbank. He is responsible for the distribution of investment products across equities and commodities asset classes and for providing hedging and investment solutions to financial institutions in the region. Dennis has over 30 years of experience in global markets activities across different asset classes including equities, commodities, interest rates, credit, funds, hybrids FX and fixed income; and experience in serving clients in many different sectors, banks, institutions, corporates and SWFs. Prior to joining Commerzbank in 2007, Dennis worked in JPMorgan Hong Kong for 15 years where he last was a Managing Director with dual responsibilities as the Regional Head of FX Sales for Asia ex-Japan as well as the Head of Sales for Credit and Rates Markets covering Greater China region. Dennis holds a MBA degree from UBC and a Bachelor degree in Electronic Engineering from HKU.

Andrew currently serves as COO of EFGAM in Asia and is also the CEO of EFG Asset Management (HK) Ltd. Andrew joined EFGAM in 2012 and is functionally responsible in Asia for the middle office to back office operations. Prior to joining EFGAM, Andrew was the Head of Institutional Sales and Marketing at Legg Mason Asset Management Hong Kong from 2008 to 2011, where he was in charge of sales and marketing to institutional clients in the region. Andrew previously worked in ABN Amro Asset Management and held various positions in Asian Institutional Business and Business Development at JF Asset Management from 2000 - 2008. He received a Master degree in Engineering from the Chinese University of Hong Kong and a Master degree of Business Administration from the Hong Kong University of Science and Technology. He is a Chartered Financial Analyst (CFA).

Mr. Ma has been involved in the wealth management & investment banking field for over 33 years. Mr. Ma received his Master of Science in Accounting and Finance from the Oklahoma State University, U.S.A. He is a PRC Hong Kong citizen & married with 1 child. Mr. Alvin W.K. Ma is now Head of Private Banking, previously as Head of Emerging Wealth Private Banking {Executive Officer (EO) of both Type 1 & 9 Licence under the HK Monetary Authority (HKMA)}, EFG Bank in Hong Kong responsible for HK, Macau & PRC wealth management business development & marketing. His last position was General Manager and Head of Private Banking (EO of both Type 1 & 4 Licence under the HKMA), China CITIC Bank International Limited (CNCBI) responsible for HK, Macau & PRC wealth management business development & marketing. Prior to joining CNCBI, Mr. Ma was Senior Vice President, Private Banking, EFG Bank in Hong Kong responsible for HK, Macau & PRC wealth management business development & marketing. Prior to EFG, Mr. Ma was Executive Director & Team Head, Private Banking, Credit Suisse in Hong Kong responsible for HK, Macau & PRC wealth management business development & marketing. Before moving to Credit Suisse, Mr. Ma has been engaged as Executive Director & Desk Head, Wealth Management & Business Banking, UBS AG in Hong Kong responsible for HK, Macau & PRC wealth management business development & marketing. Prior to UBS, Mr. Ma has worked as Regional Head, Investment Sales, North East Asia, Wealth Management, Standard Chartered Bank in Hong Kong & Regional Head, Treasury Advisory, Asia Pacific Region, Standard Chartered Grindlays International in Jersey focusing on asset protection & management advisory, structured investor solutions, white-labeling of asset management advisory products. Mr. Ma has worked as Head, Corporate & Institutions Marketing, Greater China, Global Markets of the Standard Chartered Bank in Hong Kong responsible for exposure and asset management advisory for Hong Kong based Network, Multinational, Institutions and Local Corp. customers. Prior to his engagement with Standard Chartered Bank, Mr. Ma was Executive Director & Treasurer of Bayerische Vereinsbank A.G. Hong Kong. Mr. Ma has also worked for Citibank N.A. Hong Kong as Vice President and Head of Treasury Marketing Division and was responsible for marketing and arranging various interest rate, forex risk management and investment products. Before Citibank Mr. Ma was Derivative Products Marketer in Origination and Distribution Group, the First National Bank of Chicago, Hong Kong and Dealer and Originator at Chase Manhattan Asia Ltd. Capital Markets Group. Mr. Ma had also worked in Deloitte Haskins & Sells and was Syndicated Loan Officer and Dealer at BA Asia Ltd. Capital Markets Group. Mr. Ma is now a AIWM/ HKSI Certified International Wealth Manager (CIWM) Final Exam and CFA Institute Level 2 candidate. Mr. Ma is a licensed person registered under the HKMA. Mr. Ma is Guest Lecturer of Risk Management Science (RMS) Classes of 2008-2014, MSc. in Risk Management Science (RMS), Department of Statistics of the Chinese University of Hong Kong (CUHK). He is also CPT program co-ordinator & guest lecturer of the Institute of the Professional & Knowledge (PEAK); Financial Services Development Centre (FSDC) of the Vocational Training Council (VTC). Between Nov 90 till present Mr. Ma has been regular guest speakers & interviewees on various specialized topics among various professional & business social societies; journals & media publications inclusive of:

• The Hong Kong Securities & Investment Institute (HKSI).
• Private Banking China.
• The Hong Kong Economic Journal (HKEJ)
• South China Morning Post (SCMP)
• The Hong Kong Institute of Vocational Education (IVE)
• The HK General Chamber of Commerce (HKGCC)
• The HK Council of Social Services & Non-governmental Organizations
• Sun Hung Kai Property Ltd.
• The Australian Society of CPAs - HK Branch
• The HK Society of Accountants, and
• The HK Management Association

Lee, Shyh-jih is a Business Solutions Manager In ERI Banking Software Pte Ltd where he is responsible for Pre-sales activities of OLYMPIC Banking System in Asia region. Shyh-jih has been working in banking technology industry for more than 20 years, implementing and managing solutions supporting financial institutions ranging from retail banks, investment banks, merchant banks to business process outsourcing firm. His curiosity has lured him to work on wide range of solutions supporting various aspects of banking operations. Current role with ERI provides him with opportunities to discuss challenges faced by banks in extracting business benefits from technology solutions.

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.

Bill Wu joined Henley & Partners (Hong Kong) in 2014 and currently holds the position of Director of Business Development. Bill is responsible for developing the institutional partnership as well as advising private clients on residence and citizenship planning. Prior to joining the firm, Bill worked in Singapore, Hong Kong and China, where he acquired extensive experiences that provide him unique insights to private clients and business partners in the industry. Henley & Partners is the global leader in residence and citizenship planning, with highly qualified professionals work together as one team in over 20 offices worldwide. Each year, hundreds of wealthy individuals, families and their advisors rely on our expertise and experience in this area. Alongside its highly successful international private client practice, Henley & Partners has a thriving government advisory practice which advises and assists countries on economic development strategy and implementation in the areas of residence and citizenship programs.

Patricia Thomas, as CEO of APAC, is responsible for all investment activities, including fund raising, building client relationships and product development. She oversees all operations and finance activities of Fact Family Office and LP Suisse Group in Asia. With over 30 years of experience in the private banking industry, Patricia has a significant track record of success in investment management and business development, trust and funds set-up, as well as tax and compliance. She was the Head of Private Banking Asia for Banque Indosuez (Credit Agricole) and Manufacturers Hanover Trust Company (JP Morgan). In 1997, she set up the first four immigration funds in Hong Kong and was the first to launch the sale of derivative products to high net worth individuals in Asia. During her tenure at Banque Indosuez, it was accredited “Most Innovative Private Bank in Asia” by Asia Finance Magazine. Patricia is a member of the Institute of Chartered Accountants of England and Wales (Fellow).

Tuck Meng Yee has over 20 years’ experience in the financial markets in Asia and Australia in derivatives, and in funds portfolio management, development, research and marketing with global investment banks (JPMorgan, UBS) and private banks (ABN Amro and Citibank) as well as funds services (Moore Management) and family office (JRT Partners) giving him a keen sense of what investments suit which types of investors, and the support they typically need. Most recently he was Investment Solutions Head for Allfunds in Asia (a leading funds platform) before returning to the family office JRT Partners. Tuck speaks English and Mandarin, and holds degrees in Accounting, Computer Science, and Finance (Masters) from the Australian National University and the University of New South Wales. JRT Partners is a Singapore based Family Office that invests across multiple asset classes including real estate, Alternatives (PE, HF) and mutual funds. On occasion, the family office works with other family offices in investing, as well as advising them on family office setup, management and administration, as well as investment due diligence services. He can be reached via [email protected]

An joined Jersey Finance in May 2016 as the Business Development Director for Greater China based in Hong Kong. An studied law in Belgium at the University of Leuven including one Erasmus exchange year at Queen Mary and Westfield College in London. She subsequently did an LLM in international business law at Trinity College Dublin. An qualified as a lawyer in Belgium before moving to Dublin to work in the international business team of the law firm Matheson. In 2009, she went to work for ATC Corporate Services in Luxembourg as a corporate lawyer and later as a business unit manager. After a shareholding change in 2013, ATC Corporate Services merged with the Intertrust Group. An joined the Intertrust Hong Kong office in 2014 as a business unit director for the European and the Private Equity team. 

Michael Huddart is Executive Vice President and General Manager for Greater China, overseeing the strategic-growth development of Manulife’s operations in Hong Kong, Mainland China and Taiwan. He is also provisionally responsible for Manulife’s five emerging markets in Asia – Malaysia, the Philippines, Vietnam, Thailand and Cambodia. In China, Mr. Huddart leads Manulife’s joint-venture businesses as Chairman of Manulife-Sinochem Life Insurance Company Limited and as Vice Chairman of Manulife TEDA Fund Management Co., Ltd. He is also Chairman of Manulife (International) Limited, Manulife Asset Management (Hong Kong) Limited and Manulife Asset Management (Taiwan) Co., Ltd., respectively. In addition, he is President and Chief Executive Officer of their holding company, Manulife International Holdings Limited, on the Board of the main Asia holding company, Manulife Financial Asia Limited and Chairman of Manulife Cambodia. In his 12-year tenure (from 2004 to 2015) as Director, Chief Executive Officer and Vice Chairman of Manulife (International) Limited, Mr. Huddart led Manulife’s operations in Hong Kong to grow substantially, with assets under management increasing by more than four times, insurance sales more than doubling, and the number of agents rising from about 3,000 to more than 6,500. The company also added a large number of distribution partners during his tenure. He is very active in the Hong Kong insurance industry, serving as Chairman of the Insurance Claims Complaints Bureau since 2008, and a former Chairman of the Hong Kong Federation of Insurers. Mr. Huddart is also the insurance representative on the General Committee of the Employers’ Federation of Hong Kong and Chairman of the Insurance Management Committee of The Hong Kong Management Association. In June 2016, he was appointed by the Hong Kong Government as a member of the Independent Insurance Authority’s Industry Advisory Committee on Long Term Business. Mr. Huddart holds a Bachelor of Science (honours) degree in actuarial science from City University in London, and is a Fellow of the Institute of Actuaries of Australia and an Associate of the Society of Actuaries (ASA).

Qi Wang is the CEO of MegaTrust Investment (HK), responsible for providing investment research and solutions to institutional clients worldwide. The MegaTrust Investments Group  is a research driven, boutique fund manager specializing in Chinese equities. The group was founded in 2007 and has approximately US$500 million under management today. Prior to joining MegaTrust, Qi was the Head of China Equity Research at MSCI Inc., a global index and analytics tool provider. He advised the world’s leading asset owners on the topics of global investing, asset allocation, portfolio construction, and risk management etc. In 2014, Qi and his colleagues produced ground-breaking research on factor investing (smart beta) for the Government Pension Investment Fund of Japan (GPIF). He also led research and consultation on the inclusion of China A-shares in the emerging markets index, making him a highly regarded expert on the globalization of A-shares (domestic Chinese stocks). Before joining MSCI, Qi was the chief investment officer at China Everbright Limited, a state-owned financial conglomerate in Hong Kong. He founded the company’s asset management department with US$1 billion of AUM.  Under his leadership, the department became one of the most robust and innovative platforms for cross-border investing. Prior to CEL, Qi was an investment director and portfolio manager at hedge fund manager Elliott Advisors (H.K.), responsible for its fundamental long-short strategy in Asia. He invested broadly in Chinese equities, Asian TMT stocks and Japanese small caps. He made money in each of 2007-2009 and generated more than 20% return in 2008. Before joining Elliott, Qi was an equity research analyst for UBS in New York and Hong Kong. He co-founded the first Global Tech Strategy Group on Wall Street, and was an author of the award-winning “The Weekly Global Tech Journey”, a think piece on global tech investing. Qi began his career as a financial analyst in the Investment Research Department of Goldman Sachs in New York. He graduated from Dartmouth College with a double-degree in mathematics and electrical engineering in 1997. Qi has been a CFA charter holder since 2003. Qi has also been qualified as a responsible officer for Type 4 and 9 regulated activities in Hong Kong.

Adeline is a Partner of the firm and the Wealth Business Leader for Hong Kong. Her team services clients in Hong Kong, Macau, Taiwan, South Korea and Philippines. She joined Mercer in 2014 to lead the investment consulting /advisory segment of Mercer’s Investments business. Adeline’s move to Hong Kong follows 12 years of consulting experience with Watson Wyatt (now Willis Towers Watson). She began her career advising large UK pension schemes on the funding and risk management of their liabilities. In 2007, she was seconded to the Shanghai office of the same firm, gaining experience in benefits and investment consulting in the region. In 2008, she returned to the UK to concentrate on investment consulting, specializing in the areas of long-term investment strategy, asset-liability studies, dynamic de-risking, performance monitoring, and portfolio construction matters. Aside from client responsibilities, Adeline was also involved in the development of system modelling tools. Her most recent role before joining Mercer was primarily focused on delivering whole-fund investment solutions to clients that have chosen to delegate a greater part of their investment processes. Adeline is a graduate of the Business School at the University of Warwick and is a Fellow of the UK Institute of Actuaries.

Based in Hong Kong, Sharon is responsible for business development and to drive sales activities in Greater China.

She joined RBC Global Asset Management in April 2016. Prior to RBC, she was the deputy CEO at GF International Investment Management, the Hong Kong subsidiary of GF Fund Management, one of the top asset managers in Mainland China. At GF International Sharon headed business development and product development team and had responsibility to manage institutional sales team. 

Previously she was employed at MSCI in Hong Kong and BlackRock in San Francisco.

Sharon received a B.A. in physics from Peking University and a Ph.D. in finance from the Kellogg School of Management at Northwestern University.

Jonathan is the founder and CEO of Red Pulse, a tokenized research ecosystem for China. He has over a decade of strategy consulting experience across various industries, with a specialization in financial services. Now at Red Pulse, Jonathan combines his financial expertise with pioneering technology to solve the problem facing all of us today: information overload. Jonathan received a Bachelors of Science in Engineering degree in computer and telecommunications engineering from the University of Pennsylvania, minoring in economics. He received an MBA from the UC Berkeley Haas School of Business, with concentrations in strategy and marketing. Jonathan is a CFA charterholder.

Jeff Li has over 20 years working experience in financial industry and has been serving as the Managing Director and Chairman of Citco Fund Services (Shanghai) since 2010. CFS is the world's pre-eminent Hedge Fund Administrator with $850B Asset Under Administration.

In 2004 Jeff co-founded OpHedge Investment Services LLC, the world's 7th largest independent hedge fund administrator with $40B AUA. OpHedge was spun off from Soros Fund Management and Platinum Grove Asset Management. Jeff was a member of the firm's Executive Operating Committee as well as Strategy and Risk Committees. In May 2010, OpHedge successfully completed the strategic partnership with Citco.

Prior to OpHedge, Jeff served as Vice President of the Equity Quantitative Strategies Group of Goldman Sachs & Co. from 1998 to 2004, where he oversaw Risk Management, Auto Trading technologies for Program Trading.

Prior to that, Mr. Li was a strategist and senior architect at hedge fund Long Term Capital Management (LTCM), where he led and developed equities and fixed income analytics and trading systems. Jeff holds a B.S. degree in Physics, M.S. degree in Electronic Engineering, M.S. degree in Computer Science, as well as an EMBA degree.

Daniel Brunner, Executive Director, is Senior Client Relationship Manager. He joined TriLake Partners as of July 2016. Daniel is a senior banker with 23 years of experience gained internationally. Prior to joining TriLake Partners in Singapore, Daniel was Managing Director at Credit Suisse AG in the Private Banking & Wealth Management division, based in the Zurich head office. Daniel worked for Private Banking Asia Pacific Switzerland as Senior Client Partner in the Greater China team. Prior to that, Daniel held various positions in Credit Suisse such as Head of Corporate Advisory & Associations, Global Head of Financial Institutions, Co-Head Relationship Management Financial Institutions, Senior Relationship Manager for Banks, Asset Managers & Brokers, Investment Manager for Private Equity/Venture Capital, and Associate Director at Credit Suisse First Boston in New York. He is also a Member of the Executive Board of the Swiss-Asian Chamber of Commerce since 2011 and Co-Chair of the “Philippines Chapter”. Daniel Brunner holds a Masters Degree and Ph.D. of the University of Zurich in business administration and economics – magna cum laude and is a Certified Relationship Manager in Private Banking. He speaks fluent Swiss-German, German, English and French. Mandarin, Spanish and Portuguese are conversational.

Michael joined Credence Trust, now rebranded as Vistra, in 2008 as Executive Director - Vistra Trust Services. He is a widely experienced lawyer who has successfully practiced both in New Zealand and overseas for more than 20 years. A large part of Michael's legal practice involved corporate and trust structures to assist clients with asset protection, estate and family succession and tax planning. Previously, Michael was the Managing Director of a major trust company providing advice on, and structuring of, both onshore and offshore corporate entities, trust establishment and administration, estate and family succession planning, pension fund administration and trust structuring. 

Michael holds a New Zealand law degree, is an Executive Committee member and Chairman of the Hong Kong Trustees' Association, and a member of the Hong Kong Corporate Counsel Association and of both the Australian and British Chamber of Commerce in Hong Kong. He is also former Chairman of the China Development Sub-Committee of the Hong Kong Trustees' Association and currently a member of this Sub-Committee.

Lefan represents large multinational and US Fortune 500 companies and large Chinese enterprises in cross-border mergers and acquisitions, joint ventures, real estate investment, corporate restructuring, and other international investment, international trade and commercial transactions, including technology development and license; in clean tech and clean energy areas, representing clients on making investments in those areas and advising on energy management contracting (EMC) related matters.

He also represents private equity, investment banks and other financial institutions in the areas of corporate finance, growth and buyout private equity investments, mergers and acquisitions, reverse mergers, capital markets, and direct investment in China.

He also represents major Chinese companies and other clients in overseas (outbound) investments and global and domestic sponsorship matters.

Lefan represents large multinational and US Fortune 500 companies and large Chinese enterprises in cross-border mergers and acquisitions, joint ventures, real estate investment, corporate restructuring, and other international investment, international trade and commercial transactions, including technology development and license; in clean tech and clean energy areas, representing clients on making investments in those areas and advising on energy management contracting (EMC) related matters.

He also represents private equity, investment banks and other financial institutions in the areas of corporate finance, growth and buyout private equity investments, mergers and acquisitions, reverse mergers, capital markets, and direct investment in China.

He also represents major Chinese companies and other clients in overseas (outbound) investments and global and domestic sponsorship matters.

Jonathan is the founder and CEO of Red Pulse, a tokenized research ecosystem for China. He has over a decade of strategy consulting experience across various industries, with a specialization in financial services. Now at Red Pulse, Jonathan combines his financial expertise with pioneering technology to solve the problem facing all of us today: information overload. Jonathan received a Bachelors of Science in Engineering degree in computer and telecommunications engineering from the University of Pennsylvania, minoring in economics. He received an MBA from the UC Berkeley Haas School of Business, with concentrations in strategy and marketing. Jonathan is a CFA charterholder.

Jeff Li has over 20 years working experience in financial industry and has been serving as the Managing Director and Chairman of Citco Fund Services (Shanghai) since 2010. CFS is the world's pre-eminent Hedge Fund Administrator with $850B Asset Under Administration.

In 2004 Jeff co-founded OpHedge Investment Services LLC, the world's 7th largest independent hedge fund administrator with $40B AUA. OpHedge was spun off from Soros Fund Management and Platinum Grove Asset Management. Jeff was a member of the firm's Executive Operating Committee as well as Strategy and Risk Committees. In May 2010, OpHedge successfully completed the strategic partnership with Citco.

Prior to OpHedge, Jeff served as Vice President of the Equity Quantitative Strategies Group of Goldman Sachs & Co. from 1998 to 2004, where he oversaw Risk Management, Auto Trading technologies for Program Trading.

Prior to that, Mr. Li was a strategist and senior architect at hedge fund Long Term Capital Management (LTCM), where he led and developed equities and fixed income analytics and trading systems. Jeff holds a B.S. degree in Physics, M.S. degree in Electronic Engineering, M.S. degree in Computer Science, as well as an EMBA degree.

Tuck Meng Yee has over 20 years’ experience in the financial markets in Asia and Australia in derivatives, and in funds portfolio management, development, research and marketing with global investment banks (JPMorgan, UBS) and private banks (ABN Amro and Citibank) as well as funds services (Moore Management) and family office (JRT Partners) giving him a keen sense of what investments suit which types of investors, and the support they typically need. Most recently he was Investment Solutions Head for Allfunds in Asia (a leading funds platform) before returning to the family office JRT Partners. Tuck speaks English and Mandarin, and holds degrees in Accounting, Computer Science, and Finance (Masters) from the Australian National University and the University of New South Wales. JRT Partners is a Singapore based Family Office that invests across multiple asset classes including real estate, Alternatives (PE, HF) and mutual funds. On occasion, the family office works with other family offices in investing, as well as advising them on family office setup, management and administration, as well as investment due diligence services. He can be reached via [email protected]

Ms Wan possesses more than 22 years of experience in Asia’s asset management industry. She is a highly-seasoned veteran having represented various international asset managers in Asia. She had an extensive background in various functional areas within the mutual fund industry in Asia, including overall business development, marketing, sales, client servicing, operation and general management. Before joining BEA Union Investment in mid 2011 as its CEO, she was CEO of the Institute of Financial Planners of Hong Kong, leading the Institute’s efforts in promoting the professional standards of financial planners in Hong Kong. Prior to that, she was CEO of Allianz Global Investors Hong Kong Limited, where she was responsible for developing and implementing growth strategies and managing multinational distributors.

Apart from her impressive career, Ms Wan is also involved in various public services in Hong Kong. She is currently a member of the Disciplinary Panel of Hong Kong Institute of Certified Public Accountants and a member of Professional Ethics Review Committee of the Institute of Financial Planners of Hong Kong. She had served as the Board Member of the Deposit Protection Board of Hong Kong and chaired its investment committee from 2008 to 2011. She was also a member of the Insurance Advisory Board from 2010-2013. She has been an active member of the Hong Kong Investment Funds Association, serving as a Vice-Chairman from 2006 to 2008.

Adeline is a Partner of the firm and the Wealth Business Leader for Hong Kong. Her team services clients in Hong Kong, Macau, Taiwan, South Korea and Philippines. She joined Mercer in 2014 to lead the investment consulting /advisory segment of Mercer’s Investments business. Adeline’s move to Hong Kong follows 12 years of consulting experience with Watson Wyatt (now Willis Towers Watson). She began her career advising large UK pension schemes on the funding and risk management of their liabilities. In 2007, she was seconded to the Shanghai office of the same firm, gaining experience in benefits and investment consulting in the region. In 2008, she returned to the UK to concentrate on investment consulting, specializing in the areas of long-term investment strategy, asset-liability studies, dynamic de-risking, performance monitoring, and portfolio construction matters. Aside from client responsibilities, Adeline was also involved in the development of system modelling tools. Her most recent role before joining Mercer was primarily focused on delivering whole-fund investment solutions to clients that have chosen to delegate a greater part of their investment processes. Adeline is a graduate of the Business School at the University of Warwick and is a Fellow of the UK Institute of Actuaries.

Michael is a prominent figure in the financial services industry in Asia. He is the founder and CEO of Hubbis, a renowned provider of intelligence and connectivity for the Asian wealth management industry. With a depth of experience and expertise, he has played a pivotal role in shaping the industry for over 30 years, becoming a leading industry presence in the events, professional development, and publishing space in the region. Hubbis is a multi-generational family-owned and managed business.

He has been actively involved in the Asia-Pacific region since 1993. And has lived in Asia since 1995, holding positions in Hong Kong, Sydney, and Singapore. 

For over 14-years, Hubbis has established itself as the gold standard media and events brand in wealth management thought leadership in Asia. Each year providing a very large body of cutting-edge editorial and sponsored content, organizing top-flight events. During that time Hubbis has become the platform of choice for many high-profile C-suite leaders to communicate their vision of the Asian wealth management.

Before his involvement with Hubbis, Michael founded Pacific Prospect in 2002, a financial services media company. Under his leadership, the company achieved significant success and was subsequently acquired by global business-to-business publisher Incisive Media in 2006. Michael continued to serve as the CEO of Pacific Prospect until October 2008. Prior to his entrepreneurial ventures, Michael garnered 5 years of experience in financial markets publishing.

His career in this field began in 1993 when he joined Euromoney Publications as the publisher of the quarterly magazine, International Bond Investor. In 1995, Michael joined Thomson Financial Services (now owned by LSEG) and spearheaded the conception and launch of Finance Asia magazine. During his tenure as Managing Director of Finance Asia, he also initiated the Asian Debt Review, Asian Private Capital Magazine, and the Finance Asia Conference Business. In 1997, he founded FIA Limited, further expanding his contributions to the financial publishing industry.

Born in North Wales, Michael served as the head boy of St David's College Llandudno. He holds a degree in Business Administration from Cardiff University. Beyond his professional endeavours, Michael is a family-oriented individual and is happily married with three children: Reanna, Garett, and Tarryn.

Michael is a prominent figure in the financial services industry in Asia. He is the founder and CEO of Hubbis, a renowned provider of intelligence and connectivity for the Asian wealth management industry. With a depth of experience and expertise, he has played a pivotal role in shaping the industry for over 30 years, becoming a leading industry presence in the events, professional development, and publishing space in the region. Hubbis is a multi-generational family-owned and managed business.

He has been actively involved in the Asia-Pacific region since 1993. And has lived in Asia since 1995, holding positions in Hong Kong, Sydney, and Singapore. 

For over 14-years, Hubbis has established itself as the gold standard media and events brand in wealth management thought leadership in Asia. Each year providing a very large body of cutting-edge editorial and sponsored content, organizing top-flight events. During that time Hubbis has become the platform of choice for many high-profile C-suite leaders to communicate their vision of the Asian wealth management.

Before his involvement with Hubbis, Michael founded Pacific Prospect in 2002, a financial services media company. Under his leadership, the company achieved significant success and was subsequently acquired by global business-to-business publisher Incisive Media in 2006. Michael continued to serve as the CEO of Pacific Prospect until October 2008. Prior to his entrepreneurial ventures, Michael garnered 5 years of experience in financial markets publishing.

His career in this field began in 1993 when he joined Euromoney Publications as the publisher of the quarterly magazine, International Bond Investor. In 1995, Michael joined Thomson Financial Services (now owned by LSEG) and spearheaded the conception and launch of Finance Asia magazine. During his tenure as Managing Director of Finance Asia, he also initiated the Asian Debt Review, Asian Private Capital Magazine, and the Finance Asia Conference Business. In 1997, he founded FIA Limited, further expanding his contributions to the financial publishing industry.

Born in North Wales, Michael served as the head boy of St David's College Llandudno. He holds a degree in Business Administration from Cardiff University. Beyond his professional endeavours, Michael is a family-oriented individual and is happily married with three children: Reanna, Garett, and Tarryn.

Michael is a prominent figure in the financial services industry in Asia. He is the founder and CEO of Hubbis, a renowned provider of intelligence and connectivity for the Asian wealth management industry. With a depth of experience and expertise, he has played a pivotal role in shaping the industry for over 30 years, becoming a leading industry presence in the events, professional development, and publishing space in the region. Hubbis is a multi-generational family-owned and managed business.

He has been actively involved in the Asia-Pacific region since 1993. And has lived in Asia since 1995, holding positions in Hong Kong, Sydney, and Singapore. 

For over 14-years, Hubbis has established itself as the gold standard media and events brand in wealth management thought leadership in Asia. Each year providing a very large body of cutting-edge editorial and sponsored content, organizing top-flight events. During that time Hubbis has become the platform of choice for many high-profile C-suite leaders to communicate their vision of the Asian wealth management.

Before his involvement with Hubbis, Michael founded Pacific Prospect in 2002, a financial services media company. Under his leadership, the company achieved significant success and was subsequently acquired by global business-to-business publisher Incisive Media in 2006. Michael continued to serve as the CEO of Pacific Prospect until October 2008. Prior to his entrepreneurial ventures, Michael garnered 5 years of experience in financial markets publishing.

His career in this field began in 1993 when he joined Euromoney Publications as the publisher of the quarterly magazine, International Bond Investor. In 1995, Michael joined Thomson Financial Services (now owned by LSEG) and spearheaded the conception and launch of Finance Asia magazine. During his tenure as Managing Director of Finance Asia, he also initiated the Asian Debt Review, Asian Private Capital Magazine, and the Finance Asia Conference Business. In 1997, he founded FIA Limited, further expanding his contributions to the financial publishing industry.

Born in North Wales, Michael served as the head boy of St David's College Llandudno. He holds a degree in Business Administration from Cardiff University. Beyond his professional endeavours, Michael is a family-oriented individual and is happily married with three children: Reanna, Garett, and Tarryn.

Michael is a prominent figure in the financial services industry in Asia. He is the founder and CEO of Hubbis, a renowned provider of intelligence and connectivity for the Asian wealth management industry. With a depth of experience and expertise, he has played a pivotal role in shaping the industry for over 30 years, becoming a leading industry presence in the events, professional development, and publishing space in the region. Hubbis is a multi-generational family-owned and managed business.

He has been actively involved in the Asia-Pacific region since 1993. And has lived in Asia since 1995, holding positions in Hong Kong, Sydney, and Singapore. 

For over 14-years, Hubbis has established itself as the gold standard media and events brand in wealth management thought leadership in Asia. Each year providing a very large body of cutting-edge editorial and sponsored content, organizing top-flight events. During that time Hubbis has become the platform of choice for many high-profile C-suite leaders to communicate their vision of the Asian wealth management.

Before his involvement with Hubbis, Michael founded Pacific Prospect in 2002, a financial services media company. Under his leadership, the company achieved significant success and was subsequently acquired by global business-to-business publisher Incisive Media in 2006. Michael continued to serve as the CEO of Pacific Prospect until October 2008. Prior to his entrepreneurial ventures, Michael garnered 5 years of experience in financial markets publishing.

His career in this field began in 1993 when he joined Euromoney Publications as the publisher of the quarterly magazine, International Bond Investor. In 1995, Michael joined Thomson Financial Services (now owned by LSEG) and spearheaded the conception and launch of Finance Asia magazine. During his tenure as Managing Director of Finance Asia, he also initiated the Asian Debt Review, Asian Private Capital Magazine, and the Finance Asia Conference Business. In 1997, he founded FIA Limited, further expanding his contributions to the financial publishing industry.

Born in North Wales, Michael served as the head boy of St David's College Llandudno. He holds a degree in Business Administration from Cardiff University. Beyond his professional endeavours, Michael is a family-oriented individual and is happily married with three children: Reanna, Garett, and Tarryn.

Michael is a prominent figure in the financial services industry in Asia. He is the founder and CEO of Hubbis, a renowned provider of intelligence and connectivity for the Asian wealth management industry. With a depth of experience and expertise, he has played a pivotal role in shaping the industry for over 30 years, becoming a leading industry presence in the events, professional development, and publishing space in the region. Hubbis is a multi-generational family-owned and managed business.

He has been actively involved in the Asia-Pacific region since 1993. And has lived in Asia since 1995, holding positions in Hong Kong, Sydney, and Singapore. 

For over 14-years, Hubbis has established itself as the gold standard media and events brand in wealth management thought leadership in Asia. Each year providing a very large body of cutting-edge editorial and sponsored content, organizing top-flight events. During that time Hubbis has become the platform of choice for many high-profile C-suite leaders to communicate their vision of the Asian wealth management.

Before his involvement with Hubbis, Michael founded Pacific Prospect in 2002, a financial services media company. Under his leadership, the company achieved significant success and was subsequently acquired by global business-to-business publisher Incisive Media in 2006. Michael continued to serve as the CEO of Pacific Prospect until October 2008. Prior to his entrepreneurial ventures, Michael garnered 5 years of experience in financial markets publishing.

His career in this field began in 1993 when he joined Euromoney Publications as the publisher of the quarterly magazine, International Bond Investor. In 1995, Michael joined Thomson Financial Services (now owned by LSEG) and spearheaded the conception and launch of Finance Asia magazine. During his tenure as Managing Director of Finance Asia, he also initiated the Asian Debt Review, Asian Private Capital Magazine, and the Finance Asia Conference Business. In 1997, he founded FIA Limited, further expanding his contributions to the financial publishing industry.

Born in North Wales, Michael served as the head boy of St David's College Llandudno. He holds a degree in Business Administration from Cardiff University. Beyond his professional endeavours, Michael is a family-oriented individual and is happily married with three children: Reanna, Garett, and Tarryn.