Enhancing Investment Engagement with Clients using Digital Tools

Mrs. Helen Kan is currently the Executive Director and Deputy Chief Executive Officer of China CITIC Bank International Limited. Helen is a financial service industry leader with global, regional and HK/China ex periences for over 30 years. Currently, she sits on the Board of China CITIC Bank Interna tional Limited as Executive Director and is the D CEO of the Bank in charge of Business Banking, Private Banking an d Retail Banking businesses. She is also the Director of various subsidiaries of the Bank and a Director of Nova Credit Limited . On the professional and community front, Helen is currently a council member of the Hong Kong University of Science and Technology and m ember of Hong Kong Academy of Finance (AoF She is also the President of Hong Kong Wo men Professionals and Entrepreneurs Association (HKWPEA), member of Z onta Club of Hong Kong East, Hong Kong Professionals And Senior Ex ecutives Association (HKPASEA) and The Hong Kong Chi Tung Association.

Marc Lansonneur joined DBS in October 2014. Based in Singapore, he is leading the Wealth Managed Solutions and Investment Governance group. His team of specialists cover managed products such as Funds (Unit Trusts, Private Equity, Hedge Funds), Funds Selection and Discretionary Portfolios. Marc is a member of DBS Group Sustainability Council. Previously Marc was working for Société Générale where he held various positions in Private Banking, Corporate and Investment Banking in Asia, Europe and America. He has more than 20 years of experience in the financial industry. A French National, Marc holds a Master in Business Administration from E.S.S.E.C in Paris (France).

Valentin heads the Client coverage team covering South Asia for MSCI since 2021. His previous roles include leading MSCI analytics business since 2020, ESG business since July 2018 and index business since 2017. Prior to that he had spent 14 years in MSCI’s analytics business selling multi asset class risk management and performance solutions across all client’s segments across Asia and Europe. In his early days, Valentin worked at Goldman Sachs equity derivatives desk and the Spanish Exchange of Futures and Options. Valentin earned his University Degree in the University of Carlos III in Madrid.

Juan Aronna is the head of Investment Solutions and Products at Royal Bank of Canada's Wealth Management business in Asia, based in Hong Kong. He joined RBC Wealth Management Asia in 2014 from UBS Wealth Management, Asia Pacific, where he held the role of executive director and head of Asia Portfolio Management Hub and head of Investment Solutions Singapore for 12 years. Juan is the chairman of Asia Investment Committee (AIC). He is responsible for the portfolio strategy. Juan holds a MBA degree in Economics from the University of Fribourg, Switzerland, with a specialization in macroeconomics and monetary policy.

Mrs. Helen Kan is currently the Executive Director and Deputy Chief Executive Officer of China CITIC Bank International Limited. Helen is a financial service industry leader with global, regional and HK/China ex periences for over 30 years. Currently, she sits on the Board of China CITIC Bank Interna tional Limited as Executive Director and is the D CEO of the Bank in charge of Business Banking, Private Banking an d Retail Banking businesses. She is also the Director of various subsidiaries of the Bank and a Director of Nova Credit Limited . On the professional and community front, Helen is currently a council member of the Hong Kong University of Science and Technology and m ember of Hong Kong Academy of Finance (AoF She is also the President of Hong Kong Wo men Professionals and Entrepreneurs Association (HKWPEA), member of Z onta Club of Hong Kong East, Hong Kong Professionals And Senior Ex ecutives Association (HKPASEA) and The Hong Kong Chi Tung Association.

Juan Aronna is the head of Investment Solutions and Products at Royal Bank of Canada's Wealth Management business in Asia, based in Hong Kong. He joined RBC Wealth Management Asia in 2014 from UBS Wealth Management, Asia Pacific, where he held the role of executive director and head of Asia Portfolio Management Hub and head of Investment Solutions Singapore for 12 years. Juan is the chairman of Asia Investment Committee (AIC). He is responsible for the portfolio strategy. Juan holds a MBA degree in Economics from the University of Fribourg, Switzerland, with a specialization in macroeconomics and monetary policy.

Marc Lansonneur joined DBS in October 2014. Based in Singapore, he is leading the Wealth Managed Solutions and Investment Governance group. His team of specialists cover managed products such as Funds (Unit Trusts, Private Equity, Hedge Funds), Funds Selection and Discretionary Portfolios. Marc is a member of DBS Group Sustainability Council. Previously Marc was working for Société Générale where he held various positions in Private Banking, Corporate and Investment Banking in Asia, Europe and America. He has more than 20 years of experience in the financial industry. A French National, Marc holds a Master in Business Administration from E.S.S.E.C in Paris (France).

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.