HUBBIS DIGITAL WEALTH FORUM - SINGAPORE 2023

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.

Declan Trezise is the VP of Global Solutions Engineering for Babel Street, based out of the UK. He has many years of experience working out the thorniest problems of converting unstructured text into actionable insight, and communicating complex technical solutions to audiences at all levels and walks of life — from international royalty and heads of state to rock stars. Prior to Babel Street, he was with Monster.com’s Government Solutions division, where he delivered the UK’s largest job board, Universal Jobmatch for the Department for Work and Pensions. Before that, he was the face of cybersecurity for BAE Systems Digital Intelligence (formerly known as Detica) as the manager and presenter at the prestigious NerveCentre facility. Declan trained as a theoretical physicist at the University of Exeter and as a graduate, cut his teeth as a developer across a range of technologies in “spooky” applications from network probes for lawful interception to data retention and querying systems for the largest telecommunications companies in Europe.

15 years of experience in Financial Services industry, working with clients across Asia Pacific, Europe and Middle East geographies At Bain, Ravi focuses on Strategy and Transformation for Wealth Management firms Prior to joining Bain in 2021, Ravi headed the Design Office for Credit Suisse in APAC, and was responsible for defining the Platform Strategy & Architecture Ravi specializes in, Definition of digital and technology strategies to enable the business strategy Set up of onshore wealth franchises through design of F2B processes, operating models and platforms Definition of data strategy to support digitization, analytics, fintech collaboration and platform monetization efforts Ravi holds a Master’s Degree in Business Administration & a Bachelor’s Degree in Information Technology He is a TOGAF Certified Enterprise Architecture Practitioner, IBM certified SOA Associate and ITIL Foundation V3 certified

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.

Lucy Gao-Azak is the Chief Operating Officer at Crossinvest (Asia) and a member of its Board as well as the co-chair to the Investment Committee. Crossinvest is a wealth & asset manager with over 37 years of Swiss heritage and one of the first Independent Asset Managers in Singapore. Lucy has over 15 years of wealth management experience working in London and Singapore. Prior joining Crossinvest, Lucy was a Client Relationship Officer, Executive Director, at EFG Bank AG in Singapore for 6 years. She was the Desk Head overseeing EFG Bank’s Australian business and also covered international markets with a focus on Ultra High Net Worth individuals (UHNWIs) in Europe and Asia. She assisted private clients in investment management, credit structuring, and estate planning. Prior joining EFG Bank, she was a Relationship Manager, Vice President, and the Private Banking London representative for DBS Private Bank responsible for client acquisition and investment advisory for EMEA UHNWIs. Lucy also spent 6 years at Morgan Stanley in London, UK, as a Product Specialist within its private wealth management group, whereby she specialised in multi-asset class portfolio construction and specialist sales for the discretionary portfolio management business.‎ Lucy began her career as a quantitative analyst on fund/portfolio performance attribution within Morgan Stanley. Lucy holds a Master of Engineering, Economics and Management, from the University of Oxford after completing her Undergraduate studies at Balliol College, Oxford. She also holds the CISI Diploma in PCIAM (Private Client Investment Advice & Management) and the Investment Management Certificate (CFA Level 3). Her hobbies include painting, travelling, and she enjoys opera and the ballet.‎ She also has Australian racing horses currently at the Singapore Turf Club. Lucy is a British citizen and speaks English and Mandarin. Lucy has a 18-months old daughter and lives with her husband in Singapore.

Vivek Gupta is Senior Vice President, Regional Cognitive Banking and Martech at DBS bank. He is responsible for building and implementation of Client Connect platform across the 6 DBS markets. He is leading DBS’s effort to extend its Cognitive Banking capabilities to its frontline staff comprising relationship managers. Prior to that Vivek was leading Open Banking and Ecosystem partnerships at Citibank & Standard Chartered Bank.

Bhaskar Vijay Singh – Director, EY Singapore, Financial Services Consulting. Private Banking and Wealth Management Transformation Lead with over a decade of experience managing large-scale, complex, multi-year / multi-country transformations for global private banks, wealth managers and universal banks.

Andreas Wenger holds a master degree from ETH Zurich and a PhD in Physics from University of Zürich. Andreas has been working in Singapore since 2011 and acquired a deep understanding of the actual challenges faced by banks operating in this region. His experience encompasses business and technology transformation, front office strategies and processes, client lifecycle management, advisory process and post-merger integration. Andreas joined finalix in 2020 after supporting the office build up for a Swiss RegTech company in Singapore from 2018-2020.

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.

Urs has been in the private banking industry for 34 years, and since 1986 in Asia. After expanding the private banking businesses of Credit Suisse, ABN AMRO and Clariden/Clariden Leu in Singapore and throughout Asia, he decided to go independent. In 2009, Urs founded HP Wealth Management Singapore Pte Ltd, with Michael Foo, the former Head of Clariden Leu's Portfolio Management unit, as the Chief Investment Officer. The company's focus is exclusively on looking after private clients, acting as an Independent Asset Manager. Over the years, the firm has added a well-developed Family Office capability, which includes expertise in Private Markets. Urs believes that an Independent Asset Manager can offer a client the best of both worlds: a custodian of choice coupled with truly independent investment advice. Urs is also a founding member of the Association of Independent Asset Managers (Singapore). Urs continues to believe that private banking is and remains a people's business and that the key aspect of building a successful business is the ability to listen to the client and to build strong relationships. Relationships last longer than products!

Mark Büsser is the founder and chairman of IMTF. He studied aeronautical engineering at ETH (Federal Institute of Technology, Switzerland) and holds an MBA from IMD. He started his career in Management Consulting, led and transformed a large machine tool company into an integrated provider of hard- and software solutions before founding IMTF, which he successfully developed and managed for over 36 years to become the market leader in the fight against financial crime. The IMTF Regtech platform “Siron” provides modular Anti-financial Crime, Compliance and Client Lifecycle Management solutions to more than 1’000 banks in over 60 countries.

Guillaume Roux-Chabert serves as the Head of Sales at Interactive Brokers in Singapore since October 2019. Recognized for his meticulous attention to detail, professional demeanor, and impressive results, Guillaume possesses a comprehensive knowledge of the industry, particularly in the Asian market. Prior to joining Interactive Brokers, Guillaume had a substantial tenure at Deutsche Bank as the Head Of Ecommerce APAC from May 2014 to September 2019. Before that, he was the Managing Director for Japan & Korea at Patsystems for nearly four years, stationed in Tokyo. Earlier roles include a significant position at Newedge as Head of eSolution Business Development APAC in Hong Kong from May 2005 to June 2010, and Sales Director at SunGard from December 2001 to April 2005. He started his professional journey in Paris as a Manager in the Electronic Department at ArcelorMittal from April 1998 to November 2001. Throughout his career, Guillaume has showcased consistent expertise in client engagement and the optimal delivery of services, allowing him to make a tangible contribution to Interactive Brokers.

Yujun Lin has been the CEO of Interactive Brokers in Singapore since November 2022, bringing a strong background in product development, management, and business strategy. Prior to this, he worked with the SGX Group, serving as the Head of Product Management for Equities from July 2019 to October 2022. During this time, he significantly expanded the equity derivatives suite. He also held roles overseeing equity derivatives for key Asian markets between January 2017 and June 2019 and for emerging Asian economies from January 2015 to December 2016. Yujun's tenure at SGX included a period in London from November 2013 to December 2014, expanding the company's derivatives reach in Europe and the USA. He managed the Nikkei 225 Index Derivatives from July 2008 to June 2012 and undertook multiple roles as a Management Associate between July 2006 and June 2008. Additionally, Yujun contributed to Star Global Distribution Pte Ltd from October 2013 to April 2018 and was a Financial Consultant at Prudential Assurance Company Singapore between July 2012 and February 2013. His leadership skills and industry knowledge make him a key figure in the industry.

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.

Gareth Rees, Head of Presales for APAC at InvestCloud. Led successful and diverse solutions engineering team in London and Singapore, passionate about helping firms achieve digital transformation through intuitive solutions. Gareth has been with InvestCloud for over 6 years where he has seen digital transformation successfully implemented in the wealth management space across top tier financial institutions globally.

Mauricio believes that wealth management should always be about transparency and honesty. His 14 years of experience as a private banker, managing portfolios for high and ultra-high net worth individuals, has taught him that success in the industry means connecting to what is most meaningful, and empowering people to live to their fullest potential. Starting his career as an entrepreneur who founded three companies, Mauricio entered private banking in Hong Kong after a successful exit – he sought to learn how to manage his own created wealth. He served as a Managing Director and as Head of the International and Independent Portfolio Management Service Desk at EFG Bank Hong Kong; Director at Bank Julius Baer Hong Kong; and became partner at Multi-Family office Carret Private. After seeing that the industry largely did not serve client needs, Mauricio discovered his lifetime mission to bring transparency and honesty to wealth management. He earned his MBA (Finance) from the Hong Kong University of Science & Technology, and has been a strong technologist, investing in Bitcoin since 2011. Mauricio strongly believes that crypto, blockchain and Web 3.0 will dictate the future and that clients should learn, educate themselves and (eventually) invest into this asset class. Through moiq capital he has been an enthusiast, speaker and in the forefront of the intersection of traditional Wealth Management and Digital Assets.

Ajit Vaidya, an expert with experience ranging across Retail Banking, Wealth Management, and Investment Banking, has been the Head of International Wealth Management Operations at Nomura, Singapore since February 2021. Prior to this, he was the Director and Head of Asia Investments Operations at Citi Group from September 2010 to February 2021, leading a team supporting the Private Banking Investments Business. Ajit worked at Credit Suisse between December 2007 and August 2010, focusing on Product and Client Reference Data and broker-dealer operations in Asia. Earlier, he was involved in treasury operations at Citigroup Singapore (December 2002 - July 2004) and managed projects at JP Morgan Chase, Mumbai from March 1999 to November 2002.

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.

Ivan joined Saxo Markets in 2011 and is responsible for developing the wholesale solutions business in APAC. He leads a team that exclusively focuses on engagements with banks, brokers, wealth management and fintech firms to form collaborative partnerships to deliver digital wealth services to their customers. Ivan has over 15 years of experience in the financial services industry, being well versed across all asset classes and financial technology solutions.

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.

Having begun a marketing career in the sales promotions industry in the UK, Joel made the transition into the Life Insurance industry in 2007 with Friends Provident. After a successful career in the UK performing roles in Group Strategy and Corporate Pensions, Joel was seconded to Friends Provident International to support growth in South East Asia and was given responsibility for building a local marketing function as Regional Marketing Manager, South East Asia. This role included developing regional strategy and brand and communications as well as supporting the diversification of distribution. In 2011, whilst in this role, Joel was recognised by The British Chamber of Commerce, winning the prestigious Young Professional of the Year award for his achievements in supporting the growth of a new business across multiple channels. At the end of 2011, Joel joined The Henley Group where he led the development and implementation of a Partner focused marketing strategy, which helped individual Partners in Singapore, Hong Kong and China (Shanghai) to increase their new business volumes and assets under management, drive database generation, client referrals, and establish new business partner relationships. Since the St. James’s Place 2014 acquisition of The Henley Group, Joel has been instrumental in the growth and protection of the St. James’s Place brand across Asia. As Marketing Director and a member of SJP Asia’s Senior Leadership Team, Joel has overall responsibility for all aspects of marketing strategy including digital, brand, internal and external communications, client engagement and market insights. Joel’s key strengths lie in his knowledge of the financial services industry and research driven market insight. As a sponsor of the SJP Graduate Development Programme and Chair of the Asia Governance Committee for the SJP Charitable Foundation, his commitment to coaching and nurturing talent and a drive and passion for engaging with all stakeholders within our community help support sustainable growth here in Asia.

Michele is the Co-Founder and CEO of StashAway, the largest digital wealth manager in SEA and MENA. Michele spent the first half of his career in and around financial services, as a consultant to large financial institutions at McKinsey & Co., and as a Private Equity investor. He then spent the second part of his career building consumer internet companies, as Managing Director at Rocket Internet and later as Group CEO of ZALORA, where he was responsible for it growing 15x and becoming the undisputed leader in the South East Asian fashion ecommerce market. Michele holds a BA from Bocconi University and an MBA from Columbia Business School.

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).

Andreas Mettenberger is an Associate Partner and the Product Owner of Wealth Cockpit at Synpulse. He has been working with wealth managers in APAC to transform their business models and shape their value propositions and platforms to achieve competitive advantages.

Yash Shah is a Partner at Synpulse. Being an expert in private banking and wealth management, he has been helping WMs in the region with their wealth transformation journeys and target operating models. He takes care of Synpulse's wealth business in Asia Pacific

Michael Blake is Chief Executive Wealth Management Asia for Union Bancaire Privée (UBP), a family-owned private bank and specialist asset manager headquartered in Geneva, Switzerland. In this capacity, Michael is responsible for the leadership and development of UBP’s wealth management business in Asia. He brings to the role a track record of leading cross-cultural teams during periods of growth and transformational change. Michael joined UBP in 2016 upon its successful acquisition of Coutts International. Prior to this, he was Chief Executive of Coutts International, with responsibility for leading its international wealth management business and overseeing its integration with UBP in Europe and Asia. Michael has lived in Asia for much of the past two decades and is active in various international affairs forums. He read Philosophy, Politics and Economics at Oxford University and studied Mandarin in Beijing.

Darell Miller is Managing Director, APAC based in Singapore, leading the company’s growth across the APAC region. He has a huge breadth of experience in FinTech for over 25 years, bringing innovative solutions to financial markets, helping clients exceed their goals, and building great sales and account management teams. Darell’s experience crosses a wide breadth of the financial markets in firms like UBS, Refinitiv, and many more. In his last three roles he has focused on Reg-tech solutions in the fields of KYC, trade surveillance, benchmarks, and regulatory risk & reporting. Darell holds a Law Degree from the University of Sheffield in the UK and combines this understanding with a deep interest in financial markets, structures, and institutions.

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.

Yujun Lin has been the CEO of Interactive Brokers in Singapore since November 2022, bringing a strong background in product development, management, and business strategy. Prior to this, he worked with the SGX Group, serving as the Head of Product Management for Equities from July 2019 to October 2022. During this time, he significantly expanded the equity derivatives suite. He also held roles overseeing equity derivatives for key Asian markets between January 2017 and June 2019 and for emerging Asian economies from January 2015 to December 2016. Yujun's tenure at SGX included a period in London from November 2013 to December 2014, expanding the company's derivatives reach in Europe and the USA. He managed the Nikkei 225 Index Derivatives from July 2008 to June 2012 and undertook multiple roles as a Management Associate between July 2006 and June 2008. Additionally, Yujun contributed to Star Global Distribution Pte Ltd from October 2013 to April 2018 and was a Financial Consultant at Prudential Assurance Company Singapore between July 2012 and February 2013. His leadership skills and industry knowledge make him a key figure in the industry.

Michael Blake is Chief Executive Wealth Management Asia for Union Bancaire Privée (UBP), a family-owned private bank and specialist asset manager headquartered in Geneva, Switzerland. In this capacity, Michael is responsible for the leadership and development of UBP’s wealth management business in Asia. He brings to the role a track record of leading cross-cultural teams during periods of growth and transformational change. Michael joined UBP in 2016 upon its successful acquisition of Coutts International. Prior to this, he was Chief Executive of Coutts International, with responsibility for leading its international wealth management business and overseeing its integration with UBP in Europe and Asia. Michael has lived in Asia for much of the past two decades and is active in various international affairs forums. He read Philosophy, Politics and Economics at Oxford University and studied Mandarin in Beijing.

Mark Büsser is the founder and chairman of IMTF. He studied aeronautical engineering at ETH (Federal Institute of Technology, Switzerland) and holds an MBA from IMD. He started his career in Management Consulting, led and transformed a large machine tool company into an integrated provider of hard- and software solutions before founding IMTF, which he successfully developed and managed for over 36 years to become the market leader in the fight against financial crime. The IMTF Regtech platform “Siron” provides modular Anti-financial Crime, Compliance and Client Lifecycle Management solutions to more than 1’000 banks in over 60 countries.

Gareth Rees, Head of Presales for APAC at InvestCloud. Led successful and diverse solutions engineering team in London and Singapore, passionate about helping firms achieve digital transformation through intuitive solutions. Gareth has been with InvestCloud for over 6 years where he has seen digital transformation successfully implemented in the wealth management space across top tier financial institutions globally.

Andreas Mettenberger is an Associate Partner and the Product Owner of Wealth Cockpit at Synpulse. He has been working with wealth managers in APAC to transform their business models and shape their value propositions and platforms to achieve competitive advantages.

Michele is the Co-Founder and CEO of StashAway, the largest digital wealth manager in SEA and MENA. Michele spent the first half of his career in and around financial services, as a consultant to large financial institutions at McKinsey & Co., and as a Private Equity investor. He then spent the second part of his career building consumer internet companies, as Managing Director at Rocket Internet and later as Group CEO of ZALORA, where he was responsible for it growing 15x and becoming the undisputed leader in the South East Asian fashion ecommerce market. Michele holds a BA from Bocconi University and an MBA from Columbia Business School.

Vivek Gupta is Senior Vice President, Regional Cognitive Banking and Martech at DBS bank. He is responsible for building and implementation of Client Connect platform across the 6 DBS markets. He is leading DBS’s effort to extend its Cognitive Banking capabilities to its frontline staff comprising relationship managers. Prior to that Vivek was leading Open Banking and Ecosystem partnerships at Citibank & Standard Chartered Bank.

Bhaskar Vijay Singh – Director, EY Singapore, Financial Services Consulting. Private Banking and Wealth Management Transformation Lead with over a decade of experience managing large-scale, complex, multi-year / multi-country transformations for global private banks, wealth managers and universal banks.

Having begun a marketing career in the sales promotions industry in the UK, Joel made the transition into the Life Insurance industry in 2007 with Friends Provident. After a successful career in the UK performing roles in Group Strategy and Corporate Pensions, Joel was seconded to Friends Provident International to support growth in South East Asia and was given responsibility for building a local marketing function as Regional Marketing Manager, South East Asia. This role included developing regional strategy and brand and communications as well as supporting the diversification of distribution. In 2011, whilst in this role, Joel was recognised by The British Chamber of Commerce, winning the prestigious Young Professional of the Year award for his achievements in supporting the growth of a new business across multiple channels. At the end of 2011, Joel joined The Henley Group where he led the development and implementation of a Partner focused marketing strategy, which helped individual Partners in Singapore, Hong Kong and China (Shanghai) to increase their new business volumes and assets under management, drive database generation, client referrals, and establish new business partner relationships. Since the St. James’s Place 2014 acquisition of The Henley Group, Joel has been instrumental in the growth and protection of the St. James’s Place brand across Asia. As Marketing Director and a member of SJP Asia’s Senior Leadership Team, Joel has overall responsibility for all aspects of marketing strategy including digital, brand, internal and external communications, client engagement and market insights. Joel’s key strengths lie in his knowledge of the financial services industry and research driven market insight. As a sponsor of the SJP Graduate Development Programme and Chair of the Asia Governance Committee for the SJP Charitable Foundation, his commitment to coaching and nurturing talent and a drive and passion for engaging with all stakeholders within our community help support sustainable growth here in Asia.

Darell Miller is Managing Director, APAC based in Singapore, leading the company’s growth across the APAC region. He has a huge breadth of experience in FinTech for over 25 years, bringing innovative solutions to financial markets, helping clients exceed their goals, and building great sales and account management teams. Darell’s experience crosses a wide breadth of the financial markets in firms like UBS, Refinitiv, and many more. In his last three roles he has focused on Reg-tech solutions in the fields of KYC, trade surveillance, benchmarks, and regulatory risk & reporting. Darell holds a Law Degree from the University of Sheffield in the UK and combines this understanding with a deep interest in financial markets, structures, and institutions.

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.

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.

Guillaume Roux-Chabert serves as the Head of Sales at Interactive Brokers in Singapore since October 2019. Recognized for his meticulous attention to detail, professional demeanor, and impressive results, Guillaume possesses a comprehensive knowledge of the industry, particularly in the Asian market. Prior to joining Interactive Brokers, Guillaume had a substantial tenure at Deutsche Bank as the Head Of Ecommerce APAC from May 2014 to September 2019. Before that, he was the Managing Director for Japan & Korea at Patsystems for nearly four years, stationed in Tokyo. Earlier roles include a significant position at Newedge as Head of eSolution Business Development APAC in Hong Kong from May 2005 to June 2010, and Sales Director at SunGard from December 2001 to April 2005. He started his professional journey in Paris as a Manager in the Electronic Department at ArcelorMittal from April 1998 to November 2001. Throughout his career, Guillaume has showcased consistent expertise in client engagement and the optimal delivery of services, allowing him to make a tangible contribution to Interactive Brokers.

Ivan joined Saxo Markets in 2011 and is responsible for developing the wholesale solutions business in APAC. He leads a team that exclusively focuses on engagements with banks, brokers, wealth management and fintech firms to form collaborative partnerships to deliver digital wealth services to their customers. Ivan has over 15 years of experience in the financial services industry, being well versed across all asset classes and financial technology solutions.

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.

15 years of experience in Financial Services industry, working with clients across Asia Pacific, Europe and Middle East geographies At Bain, Ravi focuses on Strategy and Transformation for Wealth Management firms Prior to joining Bain in 2021, Ravi headed the Design Office for Credit Suisse in APAC, and was responsible for defining the Platform Strategy & Architecture Ravi specializes in, Definition of digital and technology strategies to enable the business strategy Set up of onshore wealth franchises through design of F2B processes, operating models and platforms Definition of data strategy to support digitization, analytics, fintech collaboration and platform monetization efforts Ravi holds a Master’s Degree in Business Administration & a Bachelor’s Degree in Information Technology He is a TOGAF Certified Enterprise Architecture Practitioner, IBM certified SOA Associate and ITIL Foundation V3 certified

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).

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.

Urs has been in the private banking industry for 34 years, and since 1986 in Asia. After expanding the private banking businesses of Credit Suisse, ABN AMRO and Clariden/Clariden Leu in Singapore and throughout Asia, he decided to go independent. In 2009, Urs founded HP Wealth Management Singapore Pte Ltd, with Michael Foo, the former Head of Clariden Leu's Portfolio Management unit, as the Chief Investment Officer. The company's focus is exclusively on looking after private clients, acting as an Independent Asset Manager. Over the years, the firm has added a well-developed Family Office capability, which includes expertise in Private Markets. Urs believes that an Independent Asset Manager can offer a client the best of both worlds: a custodian of choice coupled with truly independent investment advice. Urs is also a founding member of the Association of Independent Asset Managers (Singapore). Urs continues to believe that private banking is and remains a people's business and that the key aspect of building a successful business is the ability to listen to the client and to build strong relationships. Relationships last longer than products!

Mauricio believes that wealth management should always be about transparency and honesty. His 14 years of experience as a private banker, managing portfolios for high and ultra-high net worth individuals, has taught him that success in the industry means connecting to what is most meaningful, and empowering people to live to their fullest potential. Starting his career as an entrepreneur who founded three companies, Mauricio entered private banking in Hong Kong after a successful exit – he sought to learn how to manage his own created wealth. He served as a Managing Director and as Head of the International and Independent Portfolio Management Service Desk at EFG Bank Hong Kong; Director at Bank Julius Baer Hong Kong; and became partner at Multi-Family office Carret Private. After seeing that the industry largely did not serve client needs, Mauricio discovered his lifetime mission to bring transparency and honesty to wealth management. He earned his MBA (Finance) from the Hong Kong University of Science & Technology, and has been a strong technologist, investing in Bitcoin since 2011. Mauricio strongly believes that crypto, blockchain and Web 3.0 will dictate the future and that clients should learn, educate themselves and (eventually) invest into this asset class. Through moiq capital he has been an enthusiast, speaker and in the forefront of the intersection of traditional Wealth Management and Digital Assets.

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.

Declan Trezise is the VP of Global Solutions Engineering for Babel Street, based out of the UK. He has many years of experience working out the thorniest problems of converting unstructured text into actionable insight, and communicating complex technical solutions to audiences at all levels and walks of life — from international royalty and heads of state to rock stars. Prior to Babel Street, he was with Monster.com’s Government Solutions division, where he delivered the UK’s largest job board, Universal Jobmatch for the Department for Work and Pensions. Before that, he was the face of cybersecurity for BAE Systems Digital Intelligence (formerly known as Detica) as the manager and presenter at the prestigious NerveCentre facility. Declan trained as a theoretical physicist at the University of Exeter and as a graduate, cut his teeth as a developer across a range of technologies in “spooky” applications from network probes for lawful interception to data retention and querying systems for the largest telecommunications companies in Europe.

Lucy Gao-Azak is the Chief Operating Officer at Crossinvest (Asia) and a member of its Board as well as the co-chair to the Investment Committee. Crossinvest is a wealth & asset manager with over 37 years of Swiss heritage and one of the first Independent Asset Managers in Singapore. Lucy has over 15 years of wealth management experience working in London and Singapore. Prior joining Crossinvest, Lucy was a Client Relationship Officer, Executive Director, at EFG Bank AG in Singapore for 6 years. She was the Desk Head overseeing EFG Bank’s Australian business and also covered international markets with a focus on Ultra High Net Worth individuals (UHNWIs) in Europe and Asia. She assisted private clients in investment management, credit structuring, and estate planning. Prior joining EFG Bank, she was a Relationship Manager, Vice President, and the Private Banking London representative for DBS Private Bank responsible for client acquisition and investment advisory for EMEA UHNWIs. Lucy also spent 6 years at Morgan Stanley in London, UK, as a Product Specialist within its private wealth management group, whereby she specialised in multi-asset class portfolio construction and specialist sales for the discretionary portfolio management business.‎ Lucy began her career as a quantitative analyst on fund/portfolio performance attribution within Morgan Stanley. Lucy holds a Master of Engineering, Economics and Management, from the University of Oxford after completing her Undergraduate studies at Balliol College, Oxford. She also holds the CISI Diploma in PCIAM (Private Client Investment Advice & Management) and the Investment Management Certificate (CFA Level 3). Her hobbies include painting, travelling, and she enjoys opera and the ballet.‎ She also has Australian racing horses currently at the Singapore Turf Club. Lucy is a British citizen and speaks English and Mandarin. Lucy has a 18-months old daughter and lives with her husband in Singapore.

Ajit Vaidya, an expert with experience ranging across Retail Banking, Wealth Management, and Investment Banking, has been the Head of International Wealth Management Operations at Nomura, Singapore since February 2021. Prior to this, he was the Director and Head of Asia Investments Operations at Citi Group from September 2010 to February 2021, leading a team supporting the Private Banking Investments Business. Ajit worked at Credit Suisse between December 2007 and August 2010, focusing on Product and Client Reference Data and broker-dealer operations in Asia. Earlier, he was involved in treasury operations at Citigroup Singapore (December 2002 - July 2004) and managed projects at JP Morgan Chase, Mumbai from March 1999 to November 2002.

Andreas Wenger holds a master degree from ETH Zurich and a PhD in Physics from University of Zürich. Andreas has been working in Singapore since 2011 and acquired a deep understanding of the actual challenges faced by banks operating in this region. His experience encompasses business and technology transformation, front office strategies and processes, client lifecycle management, advisory process and post-merger integration. Andreas joined finalix in 2020 after supporting the office build up for a Swiss RegTech company in Singapore from 2018-2020.

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.

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.

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.

Yash Shah is a Partner at Synpulse. Being an expert in private banking and wealth management, he has been helping WMs in the region with their wealth transformation journeys and target operating models. He takes care of Synpulse's wealth business in Asia Pacific

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).

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.