Mark Nelligan is Pershing’s senior business representative in Asia Pacific. He is based in Singapore and is responsible for relationship management and business development in the region. He is a member of BNY Mellon’s Asia Pacific Executive Committee and is chief executive officer of Pershing Securities Singapore Private Ltd, which holds a capital markets license to service Singapore financial intermediaries. He has over 20 years of financial services experience. Mark joined Pershing in October 2002 from ING Barings, Singapore, where he was the chief operating officer with responsibility for the bank’s commercial and investment banking operational support platform in South East Asia, Vietnam and India. Prior to this, he held several senior operational roles in Hong Kong, India and London. He is a Fellow of the Institute of Chartered Accountants in England & Wales (FCA, ICAEW) and a graduate of Jesus College, Cambridge University.

Alpha Baid is a Business Consultant at Stradegi Consulting. Her experience includes advising on operations, technology, fintech and regulation for the financial services industry, with a specialised focus on investment management. Alpha has a keen interest in fintech strategy, emerging technology and the solutions landscape for investment management - as demonstrated in her recent paper, ‘Distribution through Robo-Advisors’ in which she overviewed best practice considerations for implementing a robo-advisory solution. Alpha speaks at events and contributes to panel discussions on financial technology’s impact on the entire investment management value chain. Alpha completed her Master of Business Administration from the National University of Singapore and is a Chartered Accountant from the Institute of Chartered Accountants of India. Prior to her career at Stradegi, Alpha worked with large consulting companies, venture capital funds and accounting firms.

Urs Lichtenberger is responsible for Credit Suisse’s Client and Front-Office Platforms in Asia Pacific, based in Singapore. He oversees the development and implementation of the bank’s external and internal platforms including digital client offerings, Relationship Manager, Client Lifecycle/Onboarding and Control related tools relevant for the bank in Asia Pacific. Mr. Lichtenberger joined Credit Suisse in 2011 and has held various management roles since. He was instrumental in the successful rehaul and digitalization of the Private Banking platform with the launch of the award winning DPB while introducing a new change management organization to ensure the business was capable of absorbing the changes. He has more than 15 years of experience in successfully leading large transformational projects from strategy to execution and setting up impactful change management capabilities within the financial industry across Asia and Europe. He holds an Executive MBA from the University of St. Gallen, Switzerland in Business Engineering.

Ayla Kremb spearheads ecosystem management for Refinitiv Labs in Asia. Refinitiv Labs leverages emerging technology to solve the most pressing issues in the finance and risk world by developing products using AI techniques of NLP, machine learning and knowledge graphs. Passionate about solving problems at the systems level, Ayla brings 10 years of experience working with technology innovators and their teams across Asia to commercialize their products, platforms and services at scale. A dot-connector at heart, Ayla earned her ability to link people, technology and business from her diverse experience across industries. She has lead customer success for a robotics company, built two co-working spaces for tech entrepreneurs, lead an R&D fundraising team for deep tech companies in APAC. Today she is a mentor at SUSS, the MOX China Accelerator and sits on the advisory board of seed stage fund.

Patrick is the Global Head of Wealth Solutions, Sales Strategy & Execution, for Refinitiv based in Singapore. In leading this global team, his objective is to ensure that Refinitiv’s products & services meet the needs and expectations of wealth management customers & prospects across ASEAN. Prior to this role, Patrick was Head of Proposition Sales, ASEAN from Jan 2020 to Dec 2021 and Head of Market Development for Wealth – APAC at Refinitiv until Dec 2019. 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.

Antony is Director of Digital Assets at R3 in Singapore. In this role he works with partners and clients of R3 to understand the transformative nature and implications of digital assets recorded as tokens on Corda, R3’s blockchain platform. He has been working professionally in the blockchain industry since joining itBit (now Paxos) in 2013. Antony sits on the FinTech advisory committee for the Hong Kong Securities and Futures Commission (HK SFC). Antony is author of “The Basics of Bitcoins and Blockchains”, an essential guide for anyone who needs to learn about cryptocurrencies, ICOs, tokens, and business blockchains. It provides a balanced and hype-free grounding in the essential concepts behind the revolutionary technology. He also writes a personal blog explaining this technology at ‪www.bitsonblocks.net‬‬‬‬‬‬‬‬‬‬‬. Prior to bitcoins and blockchains, Antony was a technology manager at Credit Suisse in London and Singapore having started his banking career as an FX trader at Barclays Capital.

Tatiana dedicated the majority of her career helping leading players in retail banking and wealth management to transform their operating models, and advising on their emerging needs related to growth, innovation and digital change. She has led a wide range of transformation programmes, involving the launch of new business models and innovative digital-only services, and delivering complex customer-centric change across Europe, US and Asia. With a prior background in Business and Psychology, Tatiana has a particular interest in applying behavioural science in emerging technologies, and collaborated on this topic with Imperial College London, Masters of Innovation Programme. Tatiana was recognized as a Highly Commended Consultant of the Year by the UK Management Consultancies Association (MCA) for consistently delivering exceptional business outcomes for her clients.

Jihyun "J" Lee is Head IT Asia of Bank Julius Baer Co., Ltd. She is responsible for IT strategy, delivery and operation for Bank Julius Baer Asia covering both Singapore and Hong Kong. J has more than 20 years of experience in technology. Prior to joining Julius Baer Asia in 2016, she spent the last 15 years at Credit Suisse playing various roles including Head of Front Solutions for CS Private Bank IT Asia, Head of Client Trading Technology Asia, Head of Prime Services IT and Global Private Equity Technology head in New York, to name a few. J also worked for Dell Professional Services as consultant covering financial industry and Citibank N.A. in New York as project manager. J has BA degree from Ewha Womans University in Seoul, Korea and MBA from Georgia Institute of Technology in Atlanta, Georgia.

David Wilson is part of UOB Group Strategy and Transformation where he identifies, scopes, and delivers bank-wide transformation to improve client experience and business productivity. Prior to joining UOB, David built and led Capgemini’s Asia wealth management business, working with the senior leadership teams of the region’s wealth management firms on business growth, operational efficiency, and regulatory compliance. Previously, David was a strategy consultant for Capgemini consulting’s strategy and transformation practice. Prior to joining Capgemini in 2007, David worked for UBS Wealth Management and Merrill Lynch global private client group, and played professional basketball in Toulouse, France.

Michael is launching partner and CEO of 360F. Before that, he was Managing Partner andCEO of Synpulse, a globally active management consultancy firm. A trusted adviser to theinternational financial services industry, Synpulse has around 400 employees inSwitzerland, Germany, the US, UK, Singapore, Sydney and Hong Kong.Michael was a major shareholder and sold his stake in 2016, Michael’s professional career began as technical project manager with Living Systems. He then went on to become consultant with the Boston Consulting Group Switzerlandin the areas of Financial Services. During his consulting career, Michael focusedpredominantly on Wealth Management and Life Insurance. He has extensive experience in the areas of distribution, customer orientation, process optimization and platform projects. Michael has led and participated in over 100 projects in more than 20 years. Michael studied physics at Karlsruhe University in Germany (1991 - 1996), École Nationale Supérieure de Physique de Grenoble in France (1993 - 1994) and at the University of Sheffield in England (1994 - 1995). He completed his studies with degree as Master of Science and a degree as Master of Philosophy. In 2006, he also obtained a master degree in insurance management from the University of St. Gallen in Switzerland.

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

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

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

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

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

Nakul manages growth of digital franchise growth, digital sales and promoting OCBC’s digital wealth agenda, including investment and protection products, for OCBC Bank Consumer Banking division. Prior to this, Nakul has over 6 years’ experience in Advertising, Media & Technology in India.

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

Evy is Senior Vice President, responsible for the digital offering available to the wealth segments of DBS’s Consumer Banking Group. Prior to joining DBS, Evy worked as a consultant in Financial Services for over 10 years, leading design, delivery and deployment of digital platforms across Europe and Asia. She is passionate about her healthy lifestyle, spending time outdoors, and being with her family. Evy has a Master of Science in Information Technology obtained at the Catholic University of Leuven, Belgium.

Alice is the Co-Founder and COO of InvestaCrowd, a proptech company headquartered in Singapore with a capital markets services license from the Monetary Authority of Singapore. She has spent more than 10 years practicing corporate and real estate law across multiple jurisdictions (Los Angeles, Shanghai and Tokyo) with major international firms, including Skadden Arps and DLA Piper. 

She is a regular speaker in the areas of Fintech, blockchain, and entrepreneurship, and has been a Guest lecturer for SMU Academy on Digital Assets and Blockchain. 

Julian was born and raised in Sydney Australia holding degrees in Real Estate from the UNSW, and Mandarin from BLCU. He has co-founded 8 companies, including social media, real estate investment & development, proptech and blockchain. He is focused on building key infrastructure connecting DeFi (Decentralized Finance) + TradFi (Traditional Finance) . Julian is the co-founder and CEO of InvestaX (Singapore Security Token Platform) and IX Swap (1st Automated Market Maker for security tokens/NFTs). Julian is also the host of the Infinity and Beyond Podcast. He lives in Singapore with his co-founder Alice, daughter Kennedy and two dogs Chase and Marley. 

Twitter: https://twitter.com/julian2kwan.
Linked: https://www.linkedin.com/in/juliankwan/.
Company Website: www.investax.io.
Company Website: www.ixswap.io

Steven Carroll is the Head of Market Development, Wealth, Asia Pacific, for Refinitiv, formerly the Financial & Risk business of Thomson Reuters. Based in Singapore, Steven is responsible for Refinitiv’s engagement with the Wealth Management and Private Banking communities, encompassing both digital and advisory solutions. Previously, Steven was Head of ASEAN for Refinitiv. Other previous roles include Head of Market Development, Investment & Advisory, Asia Pacific and Head of Account Management, StarMine, North America. Steven has more than 20 years’ experience in financial markets, FinTech and information services.

Alexandre Kech has 20+ years of experience in the capital market industry. From global custody and asset servicing at the Bank of New York Mellon to data standardisation and Head of Securities & FX APAC at SWIFT, Alex has developed a strong post-trade industry leadership experience, extended in recent years to digital assets and blockchain. Alexandre transitioned to a new challenge in November 2018 when he joined Onchain Custodian as the CEO of the company in charge of building and launching, with Da Hongfei (Chair of the Board), Raymond Cheong (CSO) and El Lee (COO), an institutional digital custody service in Singapore. Onchain Custodian believes in solving non-competitive industry issues though collaboration. Alexandre is the co-chair of the Global Digital Finance (GDF) Custody working group and acts as the Singapore Representative to the ISO TC68 / SC8 / WG3 building an international standard for Digital Token Identification.

Nicolas, Sales and Relationship Management APAC for UBS Fondcenter in Singapore, has commenced his carrier at UBS in Fund Management Services in Switzerland as Head of Alternative Fund Structures in Zurich. Subsequently he has assumed a role in leading business development activities in EMEA market for Private Label Fund offering. Fluent in five languages, Nicolas works closely with representatives of our global organization between Europe and Asia and focuses on the fund distributors, banks, large Asset Managers and Institutional clients. He is also involved in global Strategic projects for UBS Asset Management. Prior to joining UBS, Nicolas worked as Head of Business Development at a niche fund administration company and a hedge fund manager for five years where he joined from an offshore wealth management adviser on private portfolio structures. Nicolas started his career in 2001 as an analyst at a fixed income broker in French speaking Switzerland from where he transferred to Zurich and subsequently to Singapore.

Will Lawton serves as the Global Head of QUO. Will is an experienced financial services leader in wealth management, private banking and fintech, holding several leading positions across London, New York, Zurich and Singapore. Will’s experience includes strategy formulation and its implementation, sales and business development leadership, development and delivery of propositions, marketing function leadership and mobilising fintech wealth business transformation programmes. Will has extensive executive Board committee experience. Will’s focus prior to joining Tradingscreen to Head the QUO wealth proposition has been within the Fintech arena leading Eigencat, which is a digital investment platform based in Singapore Will has over 30 years of experience in the financial and commodity markets globally, of which 15 years have been spent in Asia. Will's most recent role was as Head of Investment Group for HSBC Private Bank in Singapore managing all discretionary, advisory and product services (including Corporate Finance) Will was with the Royal Bank of Scotland Group for 15 years. From 2005 to 2009 he was the Chief investment Officer for the Private Bank (RBS Coutts) based in Zurich and was a member of the Executive Committee. During Will's tenure as CIO, he also served as a Board Director of numerous RBS asset management funds registered in Cayman Islands. Prior roles at RBS included Head of Financial Markets, Singapore; Treasurer of RBS USA and Global Head of Futures and Options based in London. Will moved back to Singapore in 2009 with Standard Chartered as Group Head of Advisory and Solutions for the consumer bank division. Will started his career in London as a commodities trader.

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.

Tim has over 15 years experience in the wealth management sector across Asia, Australia and New Zealand in a variety of leadership roles.

Tim joined FNZ in June 2015 to launch the FNZ business in Singapore and South East Asia. He is responsible for the strategic growth of our business in this region through local and global client management, targeted new client acquisition and entering new markets that align with FNZ’s regional and global strategy.

Prior to joining FNZ, Tim had 10 years with ANZ bank in Australia and Singapore where he held a diverse range of leadership positions including Head of ANZ’s Wealth Management Platforms, Head of Strategic Relationships, leading a regional wealth platform review and prior to these roles he was the General Counsel of an ANZ subsidiary business.

Tim has qualifications in Economics and Law from the University of Sydney and now resides permanently in Singapore with his wife and young daughter. 

Lawrence is a technology entrepreneur with a successful track record in building high value companies in the financial technology sector specialising in the wealth product distribution supply chain. As a Founder his most well know achievement to date is AG Delta Pte Ltd, a leading wealth solution providers to Private Banks, IFA's and Family Offices that automates many of the activities to manage investment portfolios and transact the full spectrum of wealth products across multiple jurisdictions. Today over $1.5 Trillion of wealth products has been transacted through the platform by leading Financial Institutions across 15 countries. Lawrence launched Skyhook Capital Pte Ltd in 2017 to bridge the conventional e-wealth distribution networks with digital securities issued and settled over the blockchain. Skyhook Capital is launching a new ecosystem to seamlessly integrate digital securities into the operations of wealth management service provider. This promises to transform wealth management as investment product can to be managed with much greater efficiency over the emerging blockchain capital market infrastructure. Prior to becoming a technology entrepreneur Lawrence held management positions in leading Information Technology firms including CSS, Accenture, Reuters Plc, TIBCO Software and SunGard Data System. He holds a bachelor degree in Electronic Engineering from Curtin University (Western Australia) awarded in 1988 and has received numerous awards including best fintech in Asia from both the MAS and HK Monetary Authority.

Bassam Salem is a Senior Partner at Mckinsey & Company focusing on Wealth Management, Private Banking, Asset Management and Digital Finance. He is an award winning CEO with in depth entrepreneurial experience in Asia Pacific, India, the Middle East and Europe. He was the CEO of Citi Private Bank in Asia based in Hongkong, the Global Investment Head for Citi Private Bank based in New York and a founding partner of EFG Bank in Zurich.

Michael has an extensive background in financial services in Asia, Europe and North America. He has been in Asia-Pacific since 1995 – first in Hong Kong for six years, then in Sydney and Singapore, returning to Hong Kong in 2007. Before setting up Hubbis in early 2009, Michael founded Pacific Prospect in 2002 and sold it to global business-to-business publisher Incisive Media in 2006, continuing to serve as Chief Executive Officer until October 2008. Prior to Pacific Prospect, Michael worked for nine years in financial markets publishing. He joined Euromoney Publications in 1993 as the publisher of a quarterly magazine, International Bond Investor. In 1995, Michael joined Thomson Financial Services (now Thomson Reuters) to conceive and launch Finance Asia magazine. While he was Managing Director of Finance Asia, Michael also started the Asian Debt Review, Asian Private Capital Magazine and started the Finance Asia Conference Business. In 1997, Michael founded FIA Limited. Born in North Wales, Michael was head boy of St David’s College Llandudno. He has a degree in Business Administration from Cardiff University. And is married with three children - Reanna, Garett and Tarryn.

Bassam Salem is a Senior Partner at Mckinsey & Company focusing on Wealth Management, Private Banking, Asset Management and Digital Finance. He is an award winning CEO with in depth entrepreneurial experience in Asia Pacific, India, the Middle East and Europe. He was the CEO of Citi Private Bank in Asia based in Hongkong, the Global Investment Head for Citi Private Bank based in New York and a founding partner of EFG Bank in Zurich.

Evy is Senior Vice President, responsible for the digital offering available to the wealth segments of DBS’s Consumer Banking Group. Prior to joining DBS, Evy worked as a consultant in Financial Services for over 10 years, leading design, delivery and deployment of digital platforms across Europe and Asia. She is passionate about her healthy lifestyle, spending time outdoors, and being with her family. Evy has a Master of Science in Information Technology obtained at the Catholic University of Leuven, Belgium.

Jihyun "J" Lee is Head IT Asia of Bank Julius Baer Co., Ltd. She is responsible for IT strategy, delivery and operation for Bank Julius Baer Asia covering both Singapore and Hong Kong. J has more than 20 years of experience in technology. Prior to joining Julius Baer Asia in 2016, she spent the last 15 years at Credit Suisse playing various roles including Head of Front Solutions for CS Private Bank IT Asia, Head of Client Trading Technology Asia, Head of Prime Services IT and Global Private Equity Technology head in New York, to name a few. J also worked for Dell Professional Services as consultant covering financial industry and Citibank N.A. in New York as project manager. J has BA degree from Ewha Womans University in Seoul, Korea and MBA from Georgia Institute of Technology in Atlanta, Georgia.

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.

Tim has over 15 years experience in the wealth management sector across Asia, Australia and New Zealand in a variety of leadership roles.

Tim joined FNZ in June 2015 to launch the FNZ business in Singapore and South East Asia. He is responsible for the strategic growth of our business in this region through local and global client management, targeted new client acquisition and entering new markets that align with FNZ’s regional and global strategy.

Prior to joining FNZ, Tim had 10 years with ANZ bank in Australia and Singapore where he held a diverse range of leadership positions including Head of ANZ’s Wealth Management Platforms, Head of Strategic Relationships, leading a regional wealth platform review and prior to these roles he was the General Counsel of an ANZ subsidiary business.

Tim has qualifications in Economics and Law from the University of Sydney and now resides permanently in Singapore with his wife and young daughter. 

Nicolas, Sales and Relationship Management APAC for UBS Fondcenter in Singapore, has commenced his carrier at UBS in Fund Management Services in Switzerland as Head of Alternative Fund Structures in Zurich. Subsequently he has assumed a role in leading business development activities in EMEA market for Private Label Fund offering. Fluent in five languages, Nicolas works closely with representatives of our global organization between Europe and Asia and focuses on the fund distributors, banks, large Asset Managers and Institutional clients. He is also involved in global Strategic projects for UBS Asset Management. Prior to joining UBS, Nicolas worked as Head of Business Development at a niche fund administration company and a hedge fund manager for five years where he joined from an offshore wealth management adviser on private portfolio structures. Nicolas started his career in 2001 as an analyst at a fixed income broker in French speaking Switzerland from where he transferred to Zurich and subsequently to Singapore.

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

Will Lawton serves as the Global Head of QUO. Will is an experienced financial services leader in wealth management, private banking and fintech, holding several leading positions across London, New York, Zurich and Singapore. Will’s experience includes strategy formulation and its implementation, sales and business development leadership, development and delivery of propositions, marketing function leadership and mobilising fintech wealth business transformation programmes. Will has extensive executive Board committee experience. Will’s focus prior to joining Tradingscreen to Head the QUO wealth proposition has been within the Fintech arena leading Eigencat, which is a digital investment platform based in Singapore Will has over 30 years of experience in the financial and commodity markets globally, of which 15 years have been spent in Asia. Will's most recent role was as Head of Investment Group for HSBC Private Bank in Singapore managing all discretionary, advisory and product services (including Corporate Finance) Will was with the Royal Bank of Scotland Group for 15 years. From 2005 to 2009 he was the Chief investment Officer for the Private Bank (RBS Coutts) based in Zurich and was a member of the Executive Committee. During Will's tenure as CIO, he also served as a Board Director of numerous RBS asset management funds registered in Cayman Islands. Prior roles at RBS included Head of Financial Markets, Singapore; Treasurer of RBS USA and Global Head of Futures and Options based in London. Will moved back to Singapore in 2009 with Standard Chartered as Group Head of Advisory and Solutions for the consumer bank division. Will started his career in London as a commodities trader.

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

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

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

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

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

Michael is launching partner and CEO of 360F. Before that, he was Managing Partner andCEO of Synpulse, a globally active management consultancy firm. A trusted adviser to theinternational financial services industry, Synpulse has around 400 employees inSwitzerland, Germany, the US, UK, Singapore, Sydney and Hong Kong.Michael was a major shareholder and sold his stake in 2016, Michael’s professional career began as technical project manager with Living Systems. He then went on to become consultant with the Boston Consulting Group Switzerlandin the areas of Financial Services. During his consulting career, Michael focusedpredominantly on Wealth Management and Life Insurance. He has extensive experience in the areas of distribution, customer orientation, process optimization and platform projects. Michael has led and participated in over 100 projects in more than 20 years. Michael studied physics at Karlsruhe University in Germany (1991 - 1996), École Nationale Supérieure de Physique de Grenoble in France (1993 - 1994) and at the University of Sheffield in England (1994 - 1995). He completed his studies with degree as Master of Science and a degree as Master of Philosophy. In 2006, he also obtained a master degree in insurance management from the University of St. Gallen in Switzerland.

Patrick is the Global Head of Wealth Solutions, Sales Strategy & Execution, for Refinitiv based in Singapore. In leading this global team, his objective is to ensure that Refinitiv’s products & services meet the needs and expectations of wealth management customers & prospects across ASEAN. Prior to this role, Patrick was Head of Proposition Sales, ASEAN from Jan 2020 to Dec 2021 and Head of Market Development for Wealth – APAC at Refinitiv until Dec 2019. 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.

Nakul manages growth of digital franchise growth, digital sales and promoting OCBC’s digital wealth agenda, including investment and protection products, for OCBC Bank Consumer Banking division. Prior to this, Nakul has over 6 years’ experience in Advertising, Media & Technology in India.

Alpha Baid is a Business Consultant at Stradegi Consulting. Her experience includes advising on operations, technology, fintech and regulation for the financial services industry, with a specialised focus on investment management. Alpha has a keen interest in fintech strategy, emerging technology and the solutions landscape for investment management - as demonstrated in her recent paper, ‘Distribution through Robo-Advisors’ in which she overviewed best practice considerations for implementing a robo-advisory solution. Alpha speaks at events and contributes to panel discussions on financial technology’s impact on the entire investment management value chain. Alpha completed her Master of Business Administration from the National University of Singapore and is a Chartered Accountant from the Institute of Chartered Accountants of India. Prior to her career at Stradegi, Alpha worked with large consulting companies, venture capital funds and accounting firms.

Julian was born and raised in Sydney Australia holding degrees in Real Estate from the UNSW, and Mandarin from BLCU. He has co-founded 8 companies, including social media, real estate investment & development, proptech and blockchain. He is focused on building key infrastructure connecting DeFi (Decentralized Finance) + TradFi (Traditional Finance) . Julian is the co-founder and CEO of InvestaX (Singapore Security Token Platform) and IX Swap (1st Automated Market Maker for security tokens/NFTs). Julian is also the host of the Infinity and Beyond Podcast. He lives in Singapore with his co-founder Alice, daughter Kennedy and two dogs Chase and Marley. 

Twitter: https://twitter.com/julian2kwan.
Linked: https://www.linkedin.com/in/juliankwan/.
Company Website: www.investax.io.
Company Website: www.ixswap.io

Lawrence is a technology entrepreneur with a successful track record in building high value companies in the financial technology sector specialising in the wealth product distribution supply chain. As a Founder his most well know achievement to date is AG Delta Pte Ltd, a leading wealth solution providers to Private Banks, IFA's and Family Offices that automates many of the activities to manage investment portfolios and transact the full spectrum of wealth products across multiple jurisdictions. Today over $1.5 Trillion of wealth products has been transacted through the platform by leading Financial Institutions across 15 countries. Lawrence launched Skyhook Capital Pte Ltd in 2017 to bridge the conventional e-wealth distribution networks with digital securities issued and settled over the blockchain. Skyhook Capital is launching a new ecosystem to seamlessly integrate digital securities into the operations of wealth management service provider. This promises to transform wealth management as investment product can to be managed with much greater efficiency over the emerging blockchain capital market infrastructure. Prior to becoming a technology entrepreneur Lawrence held management positions in leading Information Technology firms including CSS, Accenture, Reuters Plc, TIBCO Software and SunGard Data System. He holds a bachelor degree in Electronic Engineering from Curtin University (Western Australia) awarded in 1988 and has received numerous awards including best fintech in Asia from both the MAS and HK Monetary Authority.

Michael has an extensive background in financial services in Asia, Europe and North America. He has been in Asia-Pacific since 1995 – first in Hong Kong for six years, then in Sydney and Singapore, returning to Hong Kong in 2007. Before setting up Hubbis in early 2009, Michael founded Pacific Prospect in 2002 and sold it to global business-to-business publisher Incisive Media in 2006, continuing to serve as Chief Executive Officer until October 2008. Prior to Pacific Prospect, Michael worked for nine years in financial markets publishing. He joined Euromoney Publications in 1993 as the publisher of a quarterly magazine, International Bond Investor. In 1995, Michael joined Thomson Financial Services (now Thomson Reuters) to conceive and launch Finance Asia magazine. While he was Managing Director of Finance Asia, Michael also started the Asian Debt Review, Asian Private Capital Magazine and started the Finance Asia Conference Business. In 1997, Michael founded FIA Limited. Born in North Wales, Michael was head boy of St David’s College Llandudno. He has a degree in Business Administration from Cardiff University. And is married with three children - Reanna, Garett and Tarryn.

Michael has an extensive background in financial services in Asia, Europe and North America. He has been in Asia-Pacific since 1995 – first in Hong Kong for six years, then in Sydney and Singapore, returning to Hong Kong in 2007. Before setting up Hubbis in early 2009, Michael founded Pacific Prospect in 2002 and sold it to global business-to-business publisher Incisive Media in 2006, continuing to serve as Chief Executive Officer until October 2008. Prior to Pacific Prospect, Michael worked for nine years in financial markets publishing. He joined Euromoney Publications in 1993 as the publisher of a quarterly magazine, International Bond Investor. In 1995, Michael joined Thomson Financial Services (now Thomson Reuters) to conceive and launch Finance Asia magazine. While he was Managing Director of Finance Asia, Michael also started the Asian Debt Review, Asian Private Capital Magazine and started the Finance Asia Conference Business. In 1997, Michael founded FIA Limited. Born in North Wales, Michael was head boy of St David’s College Llandudno. He has a degree in Business Administration from Cardiff University. And is married with three children - Reanna, Garett and Tarryn.

Michael has an extensive background in financial services in Asia, Europe and North America. He has been in Asia-Pacific since 1995 – first in Hong Kong for six years, then in Sydney and Singapore, returning to Hong Kong in 2007. Before setting up Hubbis in early 2009, Michael founded Pacific Prospect in 2002 and sold it to global business-to-business publisher Incisive Media in 2006, continuing to serve as Chief Executive Officer until October 2008. Prior to Pacific Prospect, Michael worked for nine years in financial markets publishing. He joined Euromoney Publications in 1993 as the publisher of a quarterly magazine, International Bond Investor. In 1995, Michael joined Thomson Financial Services (now Thomson Reuters) to conceive and launch Finance Asia magazine. While he was Managing Director of Finance Asia, Michael also started the Asian Debt Review, Asian Private Capital Magazine and started the Finance Asia Conference Business. In 1997, Michael founded FIA Limited. Born in North Wales, Michael was head boy of St David’s College Llandudno. He has a degree in Business Administration from Cardiff University. And is married with three children - Reanna, Garett and Tarryn.

Michael has an extensive background in financial services in Asia, Europe and North America. He has been in Asia-Pacific since 1995 – first in Hong Kong for six years, then in Sydney and Singapore, returning to Hong Kong in 2007. Before setting up Hubbis in early 2009, Michael founded Pacific Prospect in 2002 and sold it to global business-to-business publisher Incisive Media in 2006, continuing to serve as Chief Executive Officer until October 2008. Prior to Pacific Prospect, Michael worked for nine years in financial markets publishing. He joined Euromoney Publications in 1993 as the publisher of a quarterly magazine, International Bond Investor. In 1995, Michael joined Thomson Financial Services (now Thomson Reuters) to conceive and launch Finance Asia magazine. While he was Managing Director of Finance Asia, Michael also started the Asian Debt Review, Asian Private Capital Magazine and started the Finance Asia Conference Business. In 1997, Michael founded FIA Limited. Born in North Wales, Michael was head boy of St David’s College Llandudno. He has a degree in Business Administration from Cardiff University. And is married with three children - Reanna, Garett and Tarryn.