How are wealth managers improving communication with clients?

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.

Lawrence Yin is Regional Sales Director for InvestCloud and is based in Hong Kong. Lawrence is responsible for growing InvestCloud’s regional partnerships with banks, investment and wealth managers in Greater China. Prior to joining InvestCloud, Lawrence served as the Sales Director for a Shanghai-based AI/Big Data start-up MioTech, specialising in ESG and wealth management data. Prior to MioTech, Lawrence served in business development roles with AxiomSL, eVestement (a Nasdaq company) and Moody’s Investor Services. Lawrence holds a Master’s degree in Finance from the University of Sydney and a B.S. degree from the University of NSW.

Sharon currently heads the Regional Wealth Segment team in DBS, and is responsible for implementing Cognitive Banking at scale for the DBS Treasures franchise in the region. Her remit also includes exploring new avenues to tap on Data and Digital to enhance and grow the wider wealth business, which includes DBS Treasures Private Client and DBS Private Bank. Sharon’s diverse and well-rounded experience spans across roles in Strategy, Customer Management, Deposits, Bancassurance, Digital client engagement and Business Management in both in-market and regional capacity. Prior to returning to DBS Singapore in 2018, she was based in Hong Kong for 6 years where she held roles with DBS Hong Kong and Credit Suisse Private Banking. Outside of work, she is passionate about Yoga, Hiking and Single Malt Scotch.

Anna Sacha is a Senior Consultant within Comarch Financial Services. She has joined Comarch in 2012, and was acquired into the Capital Market Business Unit focused on delivering international projects in the areas of investor protection, investment advisory and client front-end solutions. Anna has experience in helping Wealth & Asset Managers to digitalise their customer and advisor journeys, automate reporting processes and provide a whole new user experience

Sharon currently heads the Regional Wealth Segment team in DBS, and is responsible for implementing Cognitive Banking at scale for the DBS Treasures franchise in the region. Her remit also includes exploring new avenues to tap on Data and Digital to enhance and grow the wider wealth business, which includes DBS Treasures Private Client and DBS Private Bank. Sharon’s diverse and well-rounded experience spans across roles in Strategy, Customer Management, Deposits, Bancassurance, Digital client engagement and Business Management in both in-market and regional capacity. Prior to returning to DBS Singapore in 2018, she was based in Hong Kong for 6 years where she held roles with DBS Hong Kong and Credit Suisse Private Banking. Outside of work, she is passionate about Yoga, Hiking and Single Malt Scotch.

Anna Sacha is a Senior Consultant within Comarch Financial Services. She has joined Comarch in 2012, and was acquired into the Capital Market Business Unit focused on delivering international projects in the areas of investor protection, investment advisory and client front-end solutions. Anna has experience in helping Wealth & Asset Managers to digitalise their customer and advisor journeys, automate reporting processes and provide a whole new user experience

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.

Lawrence Yin is Regional Sales Director for InvestCloud and is based in Hong Kong. Lawrence is responsible for growing InvestCloud’s regional partnerships with banks, investment and wealth managers in Greater China. Prior to joining InvestCloud, Lawrence served as the Sales Director for a Shanghai-based AI/Big Data start-up MioTech, specialising in ESG and wealth management data. Prior to MioTech, Lawrence served in business development roles with AxiomSL, eVestement (a Nasdaq company) and Moody’s Investor Services. Lawrence holds a Master’s degree in Finance from the University of Sydney and a B.S. degree from the University of NSW.

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.