HUBBIS DIGITAL WEALTH FORUM - Singapore 2022

Nicole is a management and technology consulting executive with 18 years of experience working with leading financial services institutions across APAC, Europe and the US. Based in Singapore, Nicole leads Accenture’s Wealth & Asset Management, Corporate & Investment Banking practice for Asia Pacific, Africa and the Middle East. She is responsible for the overall practice vision and strategy, investment priorities and collaboration with a network of alliance partners. Nicole shaped and led numerous Wealth Management and PB transformation programs, provides pragmatic advisory services and brings technology innovation to her clients.

David Wilson leads Accenture’s Asia Wealth Management practice, working with the senior leadership teams of the region’s wealth management firms to enable business growth and improve organizational enablement and efficiency. Previously, David was a team lead within UOB’s Group Strategy & Transformation function leading key Board- and Executive Committee-level strategy and digital transformation programs. Prior to UOB he spent over a decade in consulting and wealth management with Capgemini, Merrill Lynch, and UBS.

Chooake is currently the Chief Experience Officer at Bank of Singapore. He leads the Client Experience (CX) and Design team and is responsible for creating a better Private Banking experience by integrating CX and Employee Experience (EX) at the centre of our key client journeys. CX and EX have become the driving force for any businesses who aspire to create a unique, sustainable competitive advantage. Chooake has 20+ years of design experience in institutions such as DBS Bank, where he was the first Chief Design Officer who led the Group Design in elevating the overall banking experience. Prior to that, he led PayPal’s Design team in APAC and was in charge of expanding payments for the Asia-Pacific market and also led the Global PayPal Checkout at their Headquarter. He also worked for Motorola, where he led the multimedia application team that designed the early iTunes App; as well as Morningstar, where he created digital equity reports and early stage of financial applications. His work experience spanned across locations different markets such as US, Japan and Singapore. In addition to driving the CX strategy across both digital and physical touchpoints, he also shaped employee experience to further enhance external customer experience. Chooake holds a Master of Fine Art, Visual Communication from the School of the Art Institute of Chicago.

Evrard Bordier is chief executive officer of Bordier & Cie, Singapore. He has been managing partner of Bordier & Cie Group since 2011, and president of the board of Bordier Bank (TCI) since 2000. Prior to his current role in Singapore, he served as managing director of Bordier International in London for 10 years. Evrard has been in the financial industry for more than 20 years, during which he has garnered extensive international experience holding diverse positions in Singapore, Hong Kong, Geneva, Zurich, and London. Between 1997 and 2000, he served as chief of staff for the Financial Planning and Wealth Management Business Division of UBS in Zurich, overseeing all of its asset management business units across the world. Prior to that, he was a client adviser in the private banking department of Swiss Bank Corporation in Singapore where he covered the markets of Indonesia and Taiwan. He first moved to Asia in 1994 and joined Nomura International in Hong Kong as a broker. Evrard began his professional career as a lawyer at Lenz & Staehelin in Geneva, specialising in the banking and finance practice. Evrard is a direct descendant and fifth generation of the bank’s founding family. He is a member of the Society of Trust and Estate Practitioners, the Turks and Caicos Islands Bankers Association, the Financial Industry Association, and the Swiss Financial Planner Organisation.

Carolyn is Managing Director of Bordier & Cie Singapore and a pioneer of Malaysia's Private Banking sphere with over 20 years of experience. She was former Head of Maybank Private Malaysia, Wealth Management. Prior to joining Maybank Private, Carolyn was attached to CIMB Private Banking since its launch in 2002, with the last position held being Head of Private Banking in Malaysia. During the tenure, Carolyn had built and led teams to drive client relations, as well as expanded the Private Banking business by establishing presence in four new states - Penang, Sarawak, Sabah and Johor. She had also served at unit trust and mutual fund companies namely CIMB Principal Asset Management in Malaysia, and Templeton Management Limited, one of Canada's largest mutual funds, where she managed sales for the provinces of British Columbia and Alberta. Carolyn graduated with a Bachelor of Arts Degree (Hons) in Economics from the University of Toronto and has completed various Financial Planning courses.

Passionate about applying design thinking to help organisations transform, Kasia spent the last 14 years in innovation, strategy and digital roles across Europe, India and Asia Pacific. In her current role at DBS, Kasia is responsible for building and driving adoption of the digital wealth proposition across Asia.

Jitendra Tekchandani (Jeet) is Executive Director, Customer Science and Segment at DBS bank. He is responsible for driving and scaling business growth by delivering data led hyper-personalized journeys for customer and employee. Jeet is leading DBS’s effort to extend its Intelligent Banking capabilities to its frontline staff comprising relationship managers and financial advisors through the launch of DBS Client Connect. Prior to that Jeet was leading Ecosystem, Open Banking and Digital Partnerships at DBS and Citibank.

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.

Joining Credit Suisse in 1998 as an analyst, Philipp Piaz commenced his comprehensive career in private banking and wealth management. During his time at Credit Suisse, Philipp held a number of senior roles, relocating from Zürich to Singapore in 2001 to undertake Thailand Private Client Business Development in his role as Vice President. In 2004, Philipp joined the senior management of Deutsche Bank AG, with whom he was affiliated for 5 years. In his role as Director, Philipp was responsible for the development of Deutsche Bank’s Thai Private Client Business. In 2009, he became Co-Founder & Managing Partner at Finaport, overseeing the expansion of the firm's Asian operations. Philipp is a founding member of the Association of Independent Asset Managers (AIAM) in Singapore, and was appointed President of the AIAM in 2018. Philipp undertook Elementary Studies of Economics and Law at University of St. Gallen in Switzerland.

Over 20 years experience in financial services and FinTech across the US, Europe and Asia with a track record in delivering on growth and turn around strategies in rapidly evolving ecosystems and market environments. Combining his experience of setting up, expanding and managing international businesses with innovative financial technologies, Julien was appointed CEO of GTN in Asia Pacific in August 2021 to lead the firm’s expansion in the region. GTN is a leading FinTech provider of innovative global trading and investment platform solutions. It combines access to global trading and investment across asset classes, digital wealth management solutions and comprehensive operations servicing for both sell-side agency clients and institutional buy-side clients. Prior to that, Julien co-founded Smartfolios in 2015 which was acquired by Finantix in February 2018, itself merged into InvestCloud in February 2021, a leading and innovative digital financial technology and artificial intelligence platform, used by hundreds of financial institutions and wealth managers worldwide. Julien was also Head of APAC and Senior MD at CME Group in 2011-2014, and before that CEO of Newedge in Japan 2006-2011, MD of Newedge in Singapore 2002-2006 and launched Boursorama (now known as Selftrade) in the UK in 2000 after starting his career with Groupe Societe General in Chicago, USA.

Wei Mei is the Global & Asia Head of Advisory at HSBC Global Private Banking & Wealth. She is responsible for leading a unified advisory proposition globally across the wealth continuum covering all client segments in digital, transactional and contractual advice. Wei Mei has over 20 years of experience across private banking, investment banking, asset management and fintech. Most recently, she was the Chief Advisory Officer at Endowus, a digital wealth advisor that counts UBS as a strategic investor. Before that, Wei Mei was Managing Director and Global Co-Head for Advisory & Investment Solutions at Deutsche Bank. While at Deutsche, Credit Suisse and UBS, Wei Mei led various portfolio solutions business units that focused on building recurring revenues and helped transform the investment platforms to engage clients digitally. Earlier on in her career, Wei Mei worked at JPMorgan and Credit Suisse in credit structuring and alternative investments. She was also a fixed income portfolio manager at Temasek Holdings. Wei Mei graduated from Harvard Business School and Nanyang Technological University. She is a Temasek scholar, Chartered Financial Analyst (CFA), Chartered Accountant (CA) and Chartered Alternative Investment Analyst (CAIA).

Andrew Bresler, Deputy General Manager & Chief Revenue Officer - APAC, InvestCloud, is based in Singapore, leading the company's growth across Asia. He has worked in the Wealth Management industry for almost two decades, most recently at Citibank. At Citi, Andrew led their brokerage, digital wealth & margin lending business across Asia & EMEA helping provide access to capital market products digitally across the regions. Prior to this, Andrew spent the earlier part of his career trading capital market products and foreign exchange for brokerage and asset management firms. An international citizen Andrew has lived in Asia for over 11 years, 8 in Europe and hails from Africa.

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]

Akshay leads a regional team in Asia, looking after cross asset Structured Products for Deutsche Bank Wealth Management. In his current role he is responsible for providing bespoke solutions for clients investment and hedging needs and raising the profile of Deutsche AWM with external stakeholders. He has been with Deutsche Bank since 2007. Prior to joining Deutsche Bank, he worked at Citigroup in multiple functions. He has a Bachelors in Computing in Computer Science, National University of Singapore.

Nayeem has over 30 years of experience in Banking Technology and Operations, specifically in Private Banking. He has lead and delivered multiple strategic projects across locations and jurisdiction in Asia, Middle East and Europe. He is currently the Chief Operating Officer at Bank Pictet & Cie Asia Ltd. Prior to this he has worked at Bank Of Singapore and Julius Baer.

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.

Adam Reynolds is CEO of Saxo Markets APAC and has overall responsibility for growing the business for active traders, investors and wholesale clients and for positioning Saxo as a leader in digital transformation and major player in the institutional financial brokerage market. Adam Reynolds joined the Saxo Bank Group in 2014 and has more than 30 years’ experience in financial markets as a macro trader and manager of financial markets trading, sales and portfolio management teams. Prior to Saxo, he was Asia CEO for the Cambridge Strategy Asset Management managing the Asia trading team, business development across the region and portfolio managing their Asian Macro fund. Prior to that, Adam was Managing Director for both Merrill Lynch and Société Générale. Adam has an MSc in Finance from the School of Oriental and African Studies at the University of London and is a member of the Australian Institute of Company Directors and the Singapore Institute of Directors.

Steve Knabl has over 20 years of extensive experience in Alternative Fund Management, Private Wealth Management and Financial Services. He has worked with all major asset classes, including private & public equity, real estate, and cryptocurrency. Having led Swiss-Asia's fund platform for over 15 years, he plays a pivotal role conceptualizing and constructing Swiss-Asia's Fund projects from the ground up. His aptitude for translating intricate business visions into actionable initiatives has been a steadfast contributor to the success of both Swiss-Asia and its platform Funds. Steve's forward-thinking approach leverages technology to enhance operational efficiency and stay ahead in today’s competitive financial services landscape. His commitment to integrity, excellence, and innovation underscores Swiss-Asia's dedication to delivering top-tier services to platform funds and wealth managers. Steve’s breadth of industry knowledge garners many invitations to speak at industry panels and formal educational forums. Steve is a frequent lecturer at the Singapore Management University (SMU) MBA Class and guest speaker at many International Wealth Management Conferences and Forums throughout Asia. Steve is also registered as a Professional Director with the Cayman Islands Monetary Authority and the Singapore Fund Directors Association. Through the Swiss-Asia Group, he is a Registered Representative with the Monetary Authority of Singapore, a Registered Officer with the Securities and Futures Commission of Hong Kong, and a Registered Principal with the National Futures Association (US).

Rafael is the Head of Institutional Clients at Swissquote Singapore. He has more than 12 years of experience in private banking and crypto, working with multi-family offices, external asset managers, and fund managers in Asia and Europe. Most recently, he was the Head of Private Clients Asia for BlockFi, a crypto wealth management company. Prior to that, Rafael worked for UBS in Singapore as a senior client advisor, CIO of DZ Privatbank Singapore and for Berenberg Bank in the Investment Advisory and Fund Management. Rafael studied in Switzerland, Mainland China and Korea. He holds a Master of Arts in Banking and Finance from University of St.Gallen (HSG).

Ritesh is the Head of Investment Advisory at Syfe and has over 15 years of experience in the financial markets. Before Syfe, Ritesh was a Private Wealth Advisor at Goldman Sachs covering ultra-high net worth individuals, family offices, and corporates across the region. Ritesh started his career at Morgan Stanley, where he rose to become Vice President, Market Risk and developed portfolio risk & margin policies for key institutional and prime brokerage hedge fund clients. Ritesh holds an MBA from the prestigious University of Chicago Booth School of Business.

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.

Evrard Bordier is chief executive officer of Bordier & Cie, Singapore. He has been managing partner of Bordier & Cie Group since 2011, and president of the board of Bordier Bank (TCI) since 2000. Prior to his current role in Singapore, he served as managing director of Bordier International in London for 10 years. Evrard has been in the financial industry for more than 20 years, during which he has garnered extensive international experience holding diverse positions in Singapore, Hong Kong, Geneva, Zurich, and London. Between 1997 and 2000, he served as chief of staff for the Financial Planning and Wealth Management Business Division of UBS in Zurich, overseeing all of its asset management business units across the world. Prior to that, he was a client adviser in the private banking department of Swiss Bank Corporation in Singapore where he covered the markets of Indonesia and Taiwan. He first moved to Asia in 1994 and joined Nomura International in Hong Kong as a broker. Evrard began his professional career as a lawyer at Lenz & Staehelin in Geneva, specialising in the banking and finance practice. Evrard is a direct descendant and fifth generation of the bank’s founding family. He is a member of the Society of Trust and Estate Practitioners, the Turks and Caicos Islands Bankers Association, the Financial Industry Association, and the Swiss Financial Planner Organisation.

Nayeem has over 30 years of experience in Banking Technology and Operations, specifically in Private Banking. He has lead and delivered multiple strategic projects across locations and jurisdiction in Asia, Middle East and Europe. He is currently the Chief Operating Officer at Bank Pictet & Cie Asia Ltd. Prior to this he has worked at Bank Of Singapore and Julius Baer.

Chooake is currently the Chief Experience Officer at Bank of Singapore. He leads the Client Experience (CX) and Design team and is responsible for creating a better Private Banking experience by integrating CX and Employee Experience (EX) at the centre of our key client journeys. CX and EX have become the driving force for any businesses who aspire to create a unique, sustainable competitive advantage. Chooake has 20+ years of design experience in institutions such as DBS Bank, where he was the first Chief Design Officer who led the Group Design in elevating the overall banking experience. Prior to that, he led PayPal’s Design team in APAC and was in charge of expanding payments for the Asia-Pacific market and also led the Global PayPal Checkout at their Headquarter. He also worked for Motorola, where he led the multimedia application team that designed the early iTunes App; as well as Morningstar, where he created digital equity reports and early stage of financial applications. His work experience spanned across locations different markets such as US, Japan and Singapore. In addition to driving the CX strategy across both digital and physical touchpoints, he also shaped employee experience to further enhance external customer experience. Chooake holds a Master of Fine Art, Visual Communication from the School of the Art Institute of Chicago.

Adam Reynolds is CEO of Saxo Markets APAC and has overall responsibility for growing the business for active traders, investors and wholesale clients and for positioning Saxo as a leader in digital transformation and major player in the institutional financial brokerage market. Adam Reynolds joined the Saxo Bank Group in 2014 and has more than 30 years’ experience in financial markets as a macro trader and manager of financial markets trading, sales and portfolio management teams. Prior to Saxo, he was Asia CEO for the Cambridge Strategy Asset Management managing the Asia trading team, business development across the region and portfolio managing their Asian Macro fund. Prior to that, Adam was Managing Director for both Merrill Lynch and Société Générale. Adam has an MSc in Finance from the School of Oriental and African Studies at the University of London and is a member of the Australian Institute of Company Directors and the Singapore Institute of Directors.

Akshay leads a regional team in Asia, looking after cross asset Structured Products for Deutsche Bank Wealth Management. In his current role he is responsible for providing bespoke solutions for clients investment and hedging needs and raising the profile of Deutsche AWM with external stakeholders. He has been with Deutsche Bank since 2007. Prior to joining Deutsche Bank, he worked at Citigroup in multiple functions. He has a Bachelors in Computing in Computer Science, National University of Singapore.

Jitendra Tekchandani (Jeet) is Executive Director, Customer Science and Segment at DBS bank. He is responsible for driving and scaling business growth by delivering data led hyper-personalized journeys for customer and employee. Jeet is leading DBS’s effort to extend its Intelligent Banking capabilities to its frontline staff comprising relationship managers and financial advisors through the launch of DBS Client Connect. Prior to that Jeet was leading Ecosystem, Open Banking and Digital Partnerships at DBS and Citibank.

Wei Mei is the Global & Asia Head of Advisory at HSBC Global Private Banking & Wealth. She is responsible for leading a unified advisory proposition globally across the wealth continuum covering all client segments in digital, transactional and contractual advice. Wei Mei has over 20 years of experience across private banking, investment banking, asset management and fintech. Most recently, she was the Chief Advisory Officer at Endowus, a digital wealth advisor that counts UBS as a strategic investor. Before that, Wei Mei was Managing Director and Global Co-Head for Advisory & Investment Solutions at Deutsche Bank. While at Deutsche, Credit Suisse and UBS, Wei Mei led various portfolio solutions business units that focused on building recurring revenues and helped transform the investment platforms to engage clients digitally. Earlier on in her career, Wei Mei worked at JPMorgan and Credit Suisse in credit structuring and alternative investments. She was also a fixed income portfolio manager at Temasek Holdings. Wei Mei graduated from Harvard Business School and Nanyang Technological University. She is a Temasek scholar, Chartered Financial Analyst (CFA), Chartered Accountant (CA) and Chartered Alternative Investment Analyst (CAIA).

Rafael is the Head of Institutional Clients at Swissquote Singapore. He has more than 12 years of experience in private banking and crypto, working with multi-family offices, external asset managers, and fund managers in Asia and Europe. Most recently, he was the Head of Private Clients Asia for BlockFi, a crypto wealth management company. Prior to that, Rafael worked for UBS in Singapore as a senior client advisor, CIO of DZ Privatbank Singapore and for Berenberg Bank in the Investment Advisory and Fund Management. Rafael studied in Switzerland, Mainland China and Korea. He holds a Master of Arts in Banking and Finance from University of St.Gallen (HSG).

Ritesh is the Head of Investment Advisory at Syfe and has over 15 years of experience in the financial markets. Before Syfe, Ritesh was a Private Wealth Advisor at Goldman Sachs covering ultra-high net worth individuals, family offices, and corporates across the region. Ritesh started his career at Morgan Stanley, where he rose to become Vice President, Market Risk and developed portfolio risk & margin policies for key institutional and prime brokerage hedge fund clients. Ritesh holds an MBA from the prestigious University of Chicago Booth School of Business.

Nicole is a management and technology consulting executive with 18 years of experience working with leading financial services institutions across APAC, Europe and the US. Based in Singapore, Nicole leads Accenture’s Wealth & Asset Management, Corporate & Investment Banking practice for Asia Pacific, Africa and the Middle East. She is responsible for the overall practice vision and strategy, investment priorities and collaboration with a network of alliance partners. Nicole shaped and led numerous Wealth Management and PB transformation programs, provides pragmatic advisory services and brings technology innovation to her clients.

Passionate about applying design thinking to help organisations transform, Kasia spent the last 14 years in innovation, strategy and digital roles across Europe, India and Asia Pacific. In her current role at DBS, Kasia is responsible for building and driving adoption of the digital wealth proposition across Asia.

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.

David Wilson leads Accenture’s Asia Wealth Management practice, working with the senior leadership teams of the region’s wealth management firms to enable business growth and improve organizational enablement and efficiency. Previously, David was a team lead within UOB’s Group Strategy & Transformation function leading key Board- and Executive Committee-level strategy and digital transformation programs. Prior to UOB he spent over a decade in consulting and wealth management with Capgemini, Merrill Lynch, and UBS.

Joining Credit Suisse in 1998 as an analyst, Philipp Piaz commenced his comprehensive career in private banking and wealth management. During his time at Credit Suisse, Philipp held a number of senior roles, relocating from Zürich to Singapore in 2001 to undertake Thailand Private Client Business Development in his role as Vice President. In 2004, Philipp joined the senior management of Deutsche Bank AG, with whom he was affiliated for 5 years. In his role as Director, Philipp was responsible for the development of Deutsche Bank’s Thai Private Client Business. In 2009, he became Co-Founder & Managing Partner at Finaport, overseeing the expansion of the firm's Asian operations. Philipp is a founding member of the Association of Independent Asset Managers (AIAM) in Singapore, and was appointed President of the AIAM in 2018. Philipp undertook Elementary Studies of Economics and Law at University of St. Gallen in Switzerland.

Steve Knabl has over 20 years of extensive experience in Alternative Fund Management, Private Wealth Management and Financial Services. He has worked with all major asset classes, including private & public equity, real estate, and cryptocurrency. Having led Swiss-Asia's fund platform for over 15 years, he plays a pivotal role conceptualizing and constructing Swiss-Asia's Fund projects from the ground up. His aptitude for translating intricate business visions into actionable initiatives has been a steadfast contributor to the success of both Swiss-Asia and its platform Funds. Steve's forward-thinking approach leverages technology to enhance operational efficiency and stay ahead in today’s competitive financial services landscape. His commitment to integrity, excellence, and innovation underscores Swiss-Asia's dedication to delivering top-tier services to platform funds and wealth managers. Steve’s breadth of industry knowledge garners many invitations to speak at industry panels and formal educational forums. Steve is a frequent lecturer at the Singapore Management University (SMU) MBA Class and guest speaker at many International Wealth Management Conferences and Forums throughout Asia. Steve is also registered as a Professional Director with the Cayman Islands Monetary Authority and the Singapore Fund Directors Association. Through the Swiss-Asia Group, he is a Registered Representative with the Monetary Authority of Singapore, a Registered Officer with the Securities and Futures Commission of Hong Kong, and a Registered Principal with the National Futures Association (US).

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]

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.

Andrew Bresler, Deputy General Manager & Chief Revenue Officer - APAC, InvestCloud, is based in Singapore, leading the company's growth across Asia. He has worked in the Wealth Management industry for almost two decades, most recently at Citibank. At Citi, Andrew led their brokerage, digital wealth & margin lending business across Asia & EMEA helping provide access to capital market products digitally across the regions. Prior to this, Andrew spent the earlier part of his career trading capital market products and foreign exchange for brokerage and asset management firms. An international citizen Andrew has lived in Asia for over 11 years, 8 in Europe and hails from Africa.

Rafael is the Head of Institutional Clients at Swissquote Singapore. He has more than 12 years of experience in private banking and crypto, working with multi-family offices, external asset managers, and fund managers in Asia and Europe. Most recently, he was the Head of Private Clients Asia for BlockFi, a crypto wealth management company. Prior to that, Rafael worked for UBS in Singapore as a senior client advisor, CIO of DZ Privatbank Singapore and for Berenberg Bank in the Investment Advisory and Fund Management. Rafael studied in Switzerland, Mainland China and Korea. He holds a Master of Arts in Banking and Finance from University of St.Gallen (HSG).

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.

Over 20 years experience in financial services and FinTech across the US, Europe and Asia with a track record in delivering on growth and turn around strategies in rapidly evolving ecosystems and market environments. Combining his experience of setting up, expanding and managing international businesses with innovative financial technologies, Julien was appointed CEO of GTN in Asia Pacific in August 2021 to lead the firm’s expansion in the region. GTN is a leading FinTech provider of innovative global trading and investment platform solutions. It combines access to global trading and investment across asset classes, digital wealth management solutions and comprehensive operations servicing for both sell-side agency clients and institutional buy-side clients. Prior to that, Julien co-founded Smartfolios in 2015 which was acquired by Finantix in February 2018, itself merged into InvestCloud in February 2021, a leading and innovative digital financial technology and artificial intelligence platform, used by hundreds of financial institutions and wealth managers worldwide. Julien was also Head of APAC and Senior MD at CME Group in 2011-2014, and before that CEO of Newedge in Japan 2006-2011, MD of Newedge in Singapore 2002-2006 and launched Boursorama (now known as Selftrade) in the UK in 2000 after starting his career with Groupe Societe General in Chicago, USA.