Independent Wealth Management Forum 2018

As Old Mutual International’s Head of International Technical Sales, David works with many industry practitioners such as financial advisors, relationship managers, external asset managers and clients all over the world, specialising in taxation, trusts and pensions. With several decades of practical international experience, he is an accomplished presenter, having spoken on industry matters and technical subjects for trade bodies, private banks, international IFAs and training providers.

Nicholas Hulme, Executive Director and General Manager of Unigestion Asia, is a member of the Business Development team and a member of Unigestion Asia PTE Ltd. Board of Directors. He joined Unigestion in Geneva in October 2007. Nicholas previously worked at Citigroup Private Bank Geneva which he joined as a tax specialist in 2003. During his time at Citigroup Private Bank, he became Associate banker for the Monaco & UK Nordic client base but migrated towards investments and analysis in 2006 when he became an investment analyst to the UHNW group, still based in Geneva. He then moved to Unigestion as manager for the multi management team focusing on UK and Global Emerging Markets and has been part of the team managing Unigestion’s proprietary capital since 2008. He transferred from Geneva to Singapore in the summer of 2010 in order to help establish Unigestion's presence in the region.

Oliver is a banking professional with more than 25 years of experience as a senior banker and leader of high performing private banking teams. His guiding principle to success is his client centric approach and his deep understanding of cultural diversity. Oliver has been in Asia for most part of his career and his responsibilities and coverage span beyond Switzerland and London. He has also developed and expanded the private banking business of a banking institution in London and was responsible to setting up the private banking department of a newly created bank in Singapore beside managing his own clients. As a senior banker, Oliver has lead several successful team of private bankers with clients located in Europe, South East Asia, India, South America and segments such as the External Asset Managers and Global South Asian. Oliver holds a degree from the University of Lausanne Switzerland, an MBA from Cass Business School London and a specialisation from both the London Business School and Columbia Business School New York. Oliver is also a member of the Chartered Institute of Marketing.

Mr. Kenny Ho is a Founder and Managing Partner of Carret Private Investments, Ltd., the Hong Kong-based affiliate of Carret Asset Management, an SEC registered investment advisor located in New York. Carret Private is a renowned boutique independent asset management firm providing wealth management, principal investing and corporate advisory services to select high net worth families and individuals throughout Asia. Mr. Ho has worked in the banking industry for over 25 years, the last 15 of which in private wealth management. He is recognized as one of the forefathers of wealth management’s open-architecture model and an entrepreneur who has helped to set up two of Asia’s largest wealth management platforms - Credit Suisse and Bank Julius Baer. Prior to Carret Private, Mr. Ho was most recently with Julius Baer where he was one of the core regional executive management members to set up and establish the Asian franchise in 2006. He held various leadership positions at Julius Baer, including Deputy Global Head of Investment Solutions Group, Head of Investment Solution Group for Asia Pacific, member of the Asia Executive Board, and a member of the Bank’s Investment Committee. As Head of Investment Solutions Group Asia Pacific, he managed all of the advisory, discretionary, asset management along with its wealth planning franchises. Prior to Julius Baer, Mr. Ho was on the regional executive committee and the Head of Products for Credit Suisse Hong Kong. He began his career as an Investment Banker at Salomon Brothers where he worked for almost a decade. Previous to that, he worked as a management consultant at McKinsey & Co. Inc. Mr. Ho earned his Master’s of Business Administration degree from the University of Chicago Booth School of Business and is an active participant in the Asian business community. He sits on the Board for numerous companies, including being an active member of the Governor’s Advisory Board for the University of Chicago Booth School of Business and a member of the Church Council of Christ Church Hong Kong. Mr. Ho has a Bachelors Degree from James Madison University. In 1984, Mr. Ho was a nominated All American in High School soccer. During his senior year, he was voted first team All-Region, first team All-State, first team All-Conference and voted “Delaware High School Player of the Year”. Mr. Ho played Division 1 soccer at James Madison University. He was also a 2-time All-Conference High School tennis player.

Jonathan Tang is a Director of Henley & Partners, Hong Kong. He is a certified public accountant and has extensive knowledge working with client advisors of financial institutions and advising private clients on residence and citizenship planning in North Asia. Prior to joining Henley & Partners, Tang worked in an international accounting firm and the private banking sector, where he acquired vast experience dealing with high net worth individuals.

As the CEO of SystematicEdge, Alain’s focus is on combining his decades of portfolio management experience with new technologies and Quantitative Research to offer compelling investment solutions while compressing costs at all levels of the investment process. For the past 25 years, Alain has been directly in charge of multiasset class portfolio management and head of trading divisions for major European Investment Banks (Societe Generale, Commerzbank & Natixis), accountable for generating returns and managing risks. As Global Head of trading Alain was in charge of 50 traders across the globe, managing multi-asset portfolios totaling up to 30 billion euros of notional. Alain spent most of his career in Asia and was based in Paris, London, Tokyo and Hong Kong. Alain holds a Master’s Degree in Financial Markets and a Master’s Degree in Computer Science from Paris Dauphine University and a Bachelor’s Degree in Maths & Physics from Pierre & Marie Curie University in Paris. He holds SFC license type 9 (Asset Management).

Terry joined Premia Partners as Chief Investment Strategist in Aug 2018. Prior to joining Premia Partners, he held various senior roles with Commerzbank, Royal Bank of Scotland and Hang Seng Bank with over 15 years of experience in capital markets, structured products and quantitative investment strategies across all asset classes and various client segments. He graduated from Hong Kong University of Science and Technology with a first class honours bachelor degree in Accounting, Business Administration and is a qualified CFA charterholder.

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!

Keith is the key inspiration behind the newly revamped Winland Wealth Management Limited. His aspiration is to transform this legendary multi-family office, established since 1970, into a leading private wealth office, where technology is fully embraced while traditional values and personal attention are being immensely treasured. With decades of solid experience in private wealth management, Keith possesses extensive exposure gained from multi-national financial institutions including HSBC, Bank of America, ABN AMRO, RBS and Coutts & Co. During his tenure, he has spearheaded to formulate numerous successful strategy across the area of product innovation, system integration, branding, business expansion, portfolio management as well as the development of an integrated platform for high net worth individuals. With a love of art and investment, prior to joining Winland, he joined Christie’s, a prestigious auction house where he acquired the knowledge of art appreciation about the world of tangible investments. Keith is an outstanding wealth manager. Not only does he capture profound knowledge of financial investments, he also deeply understands the importance of offering innovative investment vehicles with bespoke service to address clients’ needs. He truly believes mutual trust and effective support are the cornerstone for building long term relationships with clients. With the ability to offer stronger autonomy at Winland, he is now able to provide greater flexibility and personal touches that rich families and wealthy clients have been longing for years.

Pierre has been working in Singapore since 2009. He developed significant experience and innovative solutions in corporate, tax and immigration matters for his clients.

Pierre graduated in Business from ESSEC Business School and also holds a Master’s degree in Law. He was previously working in Paris and later managed the Corporate Service department of a Singapore-based German law firm. Prior joining Rosemont, Pierre was a legal consultant in a top-tier Singapore-based law firm where he was in charge of corporate, tax and immigration matters.

Pierre is also a Singapore Accredited Tax Practitioner.

David Varley is Chief High Net Worth Officer at Sun Life Financial in Hong Kong. He specializes in HNW and Ultra HNW Planning and Insurance Structuring solutions for clients and families in Asia. He has a Bachelor of Commerce Degree, with an Honors in Management, and a thesis in Innovation – from Melbourne University. Previously he was Head of HNW for Asia for AXA, and Head of International Business for Aviva.

Dr. Kim is the founder and chief executive officer of Neo Risk Investment Advisors (NeoRisk), a Hong Kong-based investment adviser and fund manager that uses innovations in financial engineering such as quantitative risk models, advanced asset allocation and derivatives to improve investment performance.
Prior to founding NeoRisk, Dr. Kim served as managing director and head of the regional investor derivatives business for Citi Global Markets Asia until his departure in May 2013. The group engaged with a variety of clients across the region covering equity, fixed income and hybrid investment products for portfolio asset allocation, risk management, yield and hedging solutions, and was recognised as the leader in structured investment products by numerous financial industry publications. Dr. Kim originally started at Salomon Brothers (a predecessor of Citi) in 1993, and worked in a number of capacities over the course of his twenty-year career with Citi, including head of regional sales and structuring, and senior equity derivatives trader, both in Hong Kong, and quantitative research analyst in New York. Prior to joining Salomon, he was a lecturer at Princeton University. Dr. Kim started his career on Wall Street in corporate finance at Kidder, Peabody & Co. in 1986. He earned his B.A. in economics, magna cum laude, from Harvard University and his Ph.D. in economics from Princeton University. In addition, Dr. Kim teaches as an Adjunct Professor of Finance at the Hong Kong University of Science and Technology, is a Board member and incoming Board chair of the Hong Kong International School, and served as a past president of the American Club of Hong Kong.

Anthony J. Harper “A.J.” is Chief Executive Officer and Co-Founder of Axial Partners. Axial provides access to managed accounts, integrating expertise from some of the world’s leading asset managers. Axial enables wealth managers to build and manage accounts separately for investors, from a global range of third-party investment strategies and multi-asset portfolios. With strategic backing and investments from industry leaders in asset management, investment research and venture capital, Axial offers a differentiated and flexible platform to create a first-of-its-kind managed accounts experience in Asia. Managed Account Partners Limited trades as Axial Partners.

Tariq sets up and manages the investment portfolios of retirement plans at his firm GFM Group in Hong Kong and the US. He is the author of the book “Invest Outside the Box: Understanding Different Asset Classes and Strategies” and a frequent speaker on ETFs, 401(k) plans, IRAs, ORSO and international investing. Prior to this, he worked at Bear Stearns, JP Morgan, CIBC and Societe Generale in New York, Toronto, London, and Hong Kong. His experience spans equity, fixed income, commodity and currency markets across America, Europe, and Asia. Tariq also teaches fixed income and alternative investments at the CFA Society and ESSEC Business School in Singapore. With 20 years' experience across global markets and asset classes and two major bubble bursts, Tariq’s mission is to raise the standards of transparency international pensions have over the stocks and bonds they own. He is on Twitter at @QuantOfAsia

Werner Schlossmacher is the head of Platform Management for APAC Division. In this role, he is responsible for managing the private banking business’ platform including digital strategy and partnerships, data platform, product capabilities and core functionality such as client and front office portals as well as the core banking system for private banking. In 2019, Mr Schlossmacher took on the additional role as the Head of Private Banking Products for Hong Kong Branch where he is responsible for overseeing all products managed within the Branch. Previously, Mr. Schlossmacher held various senior management roles within the APAC division, including the Product & Solutions COO for the Private Banking division. In this role, he was responsible for developing the infrastructure, processes, and innovation for the private banking service offering. After re-joining Credit Suisse in 2009 from Barclays Capital, Mr. Schlossmacher was the Head of Structured Products for the Private Banking division for Asia Pacific and subsequently the deputy Market Group Head and Market Leader in the Malaysia market. Prior to this, he spent 17 years with Credit Suisse's Private Banking division in Singapore, Hong Kong and Zurich in management positions for investment product sales and advisory, investment consulting and portfolio management. Mr. Schlossmacher graduated from Chicago University Booth School of Business with a Master in Business Administration (Honors) and is a member of the CFA Institute.

Sandro is a Swiss citizen, born in 1978. Prior to joining Leonteq (formerly EFG Financial Products), Sandro was head of Swiss Securitised Structured Products Engineering at Lehman Brothers (2006-2007) and worked at Bank Julius Baer’s Structured Products Division (2001-2006) and at Bank Julius Baer’s M&A Division (2000-2001). In 1994 he started his apprenticeship and was working thereafter in various divisions of Bank Julius Baer (1994-2000). Sandro holds a degree as a Certified International Investment Analyst (CIIA) as well as a Federal diploma for expert in finance and investments from the Swiss Financial Analysts Association (AZEK).

Ian founded Monte Carlo Capital in 2009 to invest his own assets in early stage companies. Over the years Monte Carlo Capital attracted a group of sophisticated individuals and they invest together as a group between $500K and to $3Mio in each business.

Monte Carlo Capital looks for the best start ups around the world: businesses with a clear edge, strong intellectual property or looking to disrupt an industry, and has build a portfolio of exceptional companies in sectors ranging from biotech and medical devices to artificial intelligence, robotics, fintech, robotics and consumer products.

Ian is usually the lead investor and is involved in each step of the deal, from deal sourcing, to due diligence, deal structuring, and often joins the board or the advisory board.

Before founding Monte Carlo Capital, Ian was, until 2009, the regional managing director and head of capital markets in Asia for Commerzbank where he was managing all capital markets activities in Asia, including equity derivatives, credit, precious metals, foreign exchange, debt capital markets, as well as the treasuries of HK, Singapore and Shanghai.

Ian started his career in 1993 and previously worked in Paris, London, Tokyo, Singapore and Hong Kong with HSBC, UBS and JPMorgan, holding positions in trading, sales and financial engineering.

Over the years, Ian has been a keynote speaker in numerous conferences in the US, China, HK, Singapore, Taiwan, Korea, Malaysia, Russia and Monaco.

Ian currently lectures venture capital to MBA and finance MSc students at the International University of Monaco, and a regular speaker at leading business school. He is also a board member of the Monaco Venture Capital Association.

Ian joined the European Business Angels Network (EBAN), in 2016 and recently won the best performing new member award at the annual conference of EBAN in Malaga. EBAN is the pan-European trade association for the early stage investor community and gathers member organisations in 59 countries,

Ian is a Monégasque and holds a MSc in Finance from the London School of Economics (LSE).

Mr. Dingley is the Head of Private Wealth and Responsible Officer for CBH Asia Limited and has been with company since the beginning of 1996. He is part of the Investment Committee and daily responsibilities include the investment management of client portfolios. Other duties include the supervision of risk management, client account operations management and overseeing the sales operations. He started his career at Deloitte & Touche in South Africa.

Mark Brady is an Executive Director with Venture Smart Asia Limited, and is responsible for the DigiTrackers – a fund platform focused on building passive investment products in the digital asset space.  Prior to Venture Smart Asia Limited, Mark spent 6 years at BlackRock iShares working as Chief Operating Officer for iShares Japan and Head of Capital Markets for Asia Pacific.  His focus was on building, launching and managing ETFs across the Asia Pacific region and provided tailored investment solutions to a wide variety of institutional investors. 

Tobias Bland has the primary responsibility for managing Enhanced Investment Products. Prior to founding EIP in December 2001, Toby spent 8 years at Jardine Fleming Securities Limited (now JP Morgan), where he was responsible for establishing and running the proprietary trading desk. As the head of proprietary trading, he was responsible for a relative value portfolio invested in South East Asia. Prior to establishing the proprietary trading desk, Toby was involved in convertible bond, tax and warrant arbitrage. He joined Jardine Fleming in 1993 as a member of the securities lending department in Hong Kong. Toby has a Bachelor of Sciences degree from Southampton University, United Kingdom. He has obtained qualifications in financial derivatives and financial engineering, as a broker's representative and as an options/futures trading officer with the Stock Exchange of Hong Kong. He is a patron of HOPE for Children, and dedicates time to philanthropic pursuits in Asia.

Michael Olesnicky is a Senior Adviser to KPMG in Hong Kong. He left legal practice in 2014 after spending more than 25 years advising on corporate tax and tax dispute work, as well as on wealth management, trust planning and estate succession matters.

He is the vice chair of STEP in Hong Kong and chairs its China sub-committee.  He has served on a number of governmental and quasi -governmental tax committees in Hong Kong. He has been the Chairman of the Joint Liaison Committee on Taxation, which is a quasi-governmental committee which interfaces between tax practitioners and the Hong Kong Inland Revenue Department, from 1986 to now, and formerly served on the Hong Kong Inland Revenue Board of Review.  He was previously a member of the Law Faculty at Hong Kong University where he remains as an Honorary Lecturer in the Department of Professional Legal Education.

Riccardo joined Swiss-Asia in 2015 and is a German national who is living in Hong Kong and is taking charge of Swiss-Asia Asset Management in Hong Kong.

He worked for UBS in Germany and Austria, and later in Singapore, before joining Swiss-Asia in 2015. During his tenure at UBS, he acquired extensive experience in the external wealth management space.

Riccardo completed his Certificate as a Certified Banking Specialist in Private Banking at the Banking Academy in Frankfurt, Germany.

Qishi is Senior Manager at Henley & Partners.  Since January 2018, he has been responsible for North Asia-based clients' residence and citizenship planning and business development related to private client services. Prior to Henley & Partners he was an Associate at Frendo Advisory. Qishi has a MSc Global Migration from the University College London, United Kingdom.

Jacqueline is a Certified Trust Practitioner (CTP – HKTA), a Trust & Estate Practitioner (TEP), a lawyer and a Chartered Accountant with over 20 years of specialised experience in tax, trust & private wealth structuring. Jacqueline has extensive experience working with families, professional advisers, banks and trustee companies in setting up, administering, restructuring and defending private trust and charitable arrangements. Jacqueline started her career with a “Big 4” accounting firm in Australia. She relocated back to Hong Kong to join the tax and trust practice of an international law firm, where she was appointed as a Partner in 2006. Immediately before joining ZEDRA, Jacqueline was the global head of legal for one of the world’s leading bank-owned private trust businesses. Jacqueline currently serves as Chairman of the Hong Kong Trustees’ Association. She is a member of The Hong Kong Law Society and serves on its Working Group on Charities and Trust as well as the Revenue Committee. She has previously been recognised as a leading lawyer for tax and private client wealth management by Chambers Asia. She is recognised as “Global Elite” in Legal Week Private ClientGlobal Elite Directory 2019.

Chris is the Portfolio Manager of the New Capital Lux Asia Future Leaders Fund having previously been managing EFGAM’s Asia Pacific equity strategy since joining in 2015. Prior to EFGAM, Chris spent four years managing the Global Equity strategies at London boutique wealth manager Signia Wealth. Before that, he spent four years at Blackfriars Asset Management as an Emerging Asia equity analyst. Chris has a MSc in Accounting and Finance from Bath University, a BA (Hons) in Business and Economics and is also a CFA Charterholder.

Nigel Rivers qualified as a solicitor of the Supreme Court of England and Wales in 1989. He practiced law in London, becoming partner of a law firm in 1991. Nigel specialised in corporate and commercial law, with a niche area of clients in sports and entertainment, advising athletes, sports personalities and investors in sports across the globe.

In 1998, Nigel left formal legal practice to join in the establishment of a new Formula One motor racing team, called British American Racing. He was involved in creating, implementing and monitoring the commercial and regulatory arrangements for the team, working directly with the Team Principal as part of the senior management of the sports franchise. The role involved Nigel in the contractual arrangements with drivers, sponsors and merchandise partners, as well as with the governing body of the sport.

After British American Racing was taken over by Honda Motor Company, Nigel established his own law practice to advise athletes and companies involved in sport, particularly in motor racing. He was also engaged in sports management with clients in Formula One, Formula 3, DTM, Le Mans Racing and NASCAR. Nigel advised clients on commercial investments (including acquisition of race circuit and team franchises in multiple countries), sponsorship, endorsement and merchandising arrangements.

In 2008, Nigel and his family moved to Asia and settled in Hong Kong. He joined TMF Group (then Equity Trust) in August 2008 as the head of Private Client Services in Hong Kong. At the start of 2010, Nigel was appointed Head of Private Client Services for the Asia region, and took on the additional role of Managing Director of Hong Kong office. From early 2014 until the end of March 2016, he was the Global Head of Private Client Services. TMF Group has grown to be the largest global independent trust and fiduciary service provider to private clients.

Nigel established Capital Solutions in Hong Kong and Singapore to deliver consultancy and advisory services to clients in relation to their wealth asset needs.

Irene Lee is Business Development Director for Hawksford, Asia and is responsible for managing and developing new business opportunities and relationships within the Asia Pacific region and beyond. An MBA Graduate, Irene was named “Professional of the Year 2016” for her contributions to the field of wealth management and financial services. With over 17 years’ experience within the financial services and asset protection industries, Irene has held various directorial and board member positions. Her extensive network of contacts, considerable knowledge and expertise, coupled with her passion for Service Excellence and a desire to help, have enabled her to build long lasting relationships as a trusted advisor to intermediaries and HNW clientele alike; through the provision of comprehensive and customised service solutions and structures that Hawksford is renowned for. 

Fred Wong has been with Quilter International since 2014 as Head of High Net Worth Solutions, Asia. He has been working with many industry practitioners such as institutional brokers, wealth planners/ relationship managers, external asset managers, family offices, corporate services providers and trustees in Asia. He technically supports them to explore and deliver effective insurance solutions on succession planning and tax planning to high net worth clients. With almost 20 years of practical experience in banking, financial advisory and offshore insurance industries, Fred witnesses the increasing complexity of clients’ financial situation and wealth distribution. He strongly believes that one-size-fits-all strategy may no longer be sufficient to address the needs of the high net worth clients nowadays. “Our overarching purpose is to help create prosperity for the generations of today and tomorrow”, he says. www.linkedin.com/in/fred-wong-a40375113

David is a the Chairman of Global Precious Metals. He is also director of and principal shareholder in both Woodside Holdings Investment Management and Nimoi Holdings Pte. Ltd. Prior to his current activities, David started Citigroup Indonesia's institutional securities business and was a Director of PT Citigroup Securities Indonesia. David joined Citi from UBS where he was a senior pan-Asian equity salesperson. Prior to this, David was as an equity analyst with GK Goh Indonesia (1996-1999) before moving to CLSA in 1999 as Head of Telecoms Investment Banking (a team which he started).

Damian Hitchen, Chief Executive Officer, Swissquote Pte Ltd Damian joined in January 2014 to drive Swissquote’s expansion strategy from being Switzerland’s largest online banking and trading platform into the Middle East & Asia region. During 2014-2019 inclusive he built a successful B2c-B2b office from the DIFC, Dubai with a major focus on the development and upgrade of the Bank existing institutional platform services. In July 2019, he relocated from Dubai to head up Swissquote’s new office in Singapore, which will act as the regional booking centre for its business development in the Asia-Pacific region, with a focus on professional, industry and institutional clients such as external asset-managers, insurance firms, securities brokerages, family offices and local - regional Banks/Private Banks. Prior to joining Swissquote, Damian worked in a number of senior roles for HSBC in the Middle East region, and as an Executive r Director for Falcon Private Bank, the Abu Dhabi owned Swiss Private Bank.

Tony is the Head of Intermediary Sales for CSOP Asset Management based in Hong Kong. He oversee ETFs and active funds distribution & solution for Private Banks, IAM and Family Office. Tony is responsible for developing sales strategy and strategic partnership with institutions. Prior to joining CSOP, he worked for HKEx, where he was the Private Wealth coverage relationship manager. Before that, Tony was working for Citi in various roles, including Equity Specialist; Equities Sales & Trading and Product Management role.

Jaydee is responsible for day-to-day operations of all departments at Raffles Family Office. Specialities:Business development, branding, ATL/BTL/TTL engagement, communications and media relations, senior-level account management and team leadership.

Peter is a senior global financial services executive with 25 years’ experience leading distribution businesses (across Asia, Africa, Europe, and the Americas) across fiduciary services, private clients, asset and wealth management and insurance. Peter’s specific expertise lies in the emerging markets with the last 7 years spent in Asia, leading global private client and fiduciary businesses.

Peter is responsible for the leadership and growth of the Cone Marshall ‘CM’ Group across all its offices and teams, spanning North and South America, Europe, and Australasia. He leads a global coverage team and oversees key strategic, sales and operational initiatives across the group, with a focus on deepening relationships with key families, global private banks, family offices, legal and accounting firms and independent asset managers. Peter is also responsible for the growth strategy of the group’s global fiduciary platform via organic and in-organic means.

Peter’s specific expertise lies in advising the increasingly complex needs of Asian families, business owners and entrepreneurs in relation to pre-IPO planning, family governance, business succession and intergenerational wealth transfer and planning. Peter advises several Asian and PRC families with their cross-border planning (including the set- up of family offices and private trust companies) and their geographic diversification and connectedness with the Americas and Europe.

Peter joined the CM Group in early 2018, from Amicorp in Hong Kong, where he led their global Institutional Sales business for over 6 years. Prior to joining Amicorp, Peter spent 10 years in private banking at Macquarie Group and Westpac, and previously was with Andersen for 10 years in Australia and the US, in roles across private clients, risk management, corporate governance and audit.

Cone Marshall Group, founded in 1998 is an independent global fiduciary services firm, with offices in Auckland, Geneva, Hong Kong, Milan, Montevideo, Miami, London, New York and Jackson, Wyoming,

Peter was raised in Sydney, Australia, is a Chartered Accountant and holds a Master of Commerce (Macquarie University), and a Bachelor of Commerce (UNSW). Peter is married with 2 children and lives in Hong Kong.

For more information, please contact:

Peter Golovsky
Managing Director
Global Head of Fiduciary Services and Head of Asia
Cone Marshall Group 'CM Group'
Mobile: +852 9729 3870
Email: [email protected]

Rohit Bhuta is a senior executive with over 26 years’ experience, most of which (22 years) with the Macquarie Group. He has worked across eight key markets globally and has had extensive experience in the private banking, wealth management and asset management space. He has lived and worked in New Zealand, Australia, UK, South Africa, Malaysia, Hong Kong, India and Singapore. He has held senior leadership and strategic roles over the years, spanning multiple layers and levels of accountability. He is currently the CEO at Crossinvest (Asia) Pte Ltd, a family owned multi-generational independent asset management company providing (discretionary) investment management, investment advisory and family office solutions and services to investors globally. His role prior to this was working as a senior adviser to Macquarie Group’s Commodities and Financial Markets group, with a mandate to design and execute go-to-market strategies with the family offices, private banks and asset managers across Asia. His role prior to that and before a year-long sabbatical (2014), was the CEO of Religare Macquarie Private Wealth, a private wealth company domiciled in India but targeting high / ultra-high net worth investors globally. While Australia is home, he has operated out of South Africa since 2000 and Asia since 2005. Rohit has developed a deep understanding of the culture and the inherent nuances driving each economy within Africa and Asia, in particular within the wealth management / private banking industry.

James is responsible for the overall operation and performance of Equiom Hong Kong and ensuring that business performance is in line with group strategy. He oversees a team of specialists focused on the delivery of services including private trust, company set up, tax, legal compliance, accounting and immigration. As a member of the Equiom (Asia) Board, James contributes towards Equiom's strategic and tactical corporate development. James has almost 20 years’ experience in the industry with a deep understanding of private and corporate client matters. Prior to joining Equiom, James worked in senior roles within international companies serving clients across the Isle of Man, Cyprus and Hong Kong. His experience includes successful IPOs of Asian businesses listed on AIM, extensive experience of commercial property structuring in Europe for worldwide investors, and working with international law firms to build innovative trust and foundation structures for Asian families. James graduated from the University of Wales in 2001. He is a qualified Chartered Secretary, and a member of the Securities and Investments Institute.

David Friedland is the regional head and managing director of Interactive Brokers Group’s Asia Pacific operations. Mr. Friedland’s tenure with the firm dates back to 1985 where he assisted with the programming and development of its trading systems. In 1995 Mr. Friedland relocated to Hong Kong to oversee and commence the group’s derivative market making (Timber Hill) and brokerage operations (Interactive Brokers) in Asia and Australia. Mr. Friedland has served as vice chairman on the Hong Kong Futures Exchanges HSI Future & Options migration special committee, was a member of the Security and Future Commissions Steering Committee on the Enhancement of the Financial Infrastructure in Hong Kong User Working Group, the Derivative Market Consultative Panel at the HKEx and currently is a member of the HKEX Clearing Risk Working Group, HKEX Cash Market Consultative Panel and the SGX DT Advisory Committee. Mr. Friedland received his bachelor’s degree in economics from Vassar College, cum laude, and his MBA at the Anderson Graduate School of Management at UCLA.

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

Tariq sets up and manages the investment portfolios of retirement plans at his firm GFM Group in Hong Kong and the US. He is the author of the book “Invest Outside the Box: Understanding Different Asset Classes and Strategies” and a frequent speaker on ETFs, 401(k) plans, IRAs, ORSO and international investing. Prior to this, he worked at Bear Stearns, JP Morgan, CIBC and Societe Generale in New York, Toronto, London, and Hong Kong. His experience spans equity, fixed income, commodity and currency markets across America, Europe, and Asia. Tariq also teaches fixed income and alternative investments at the CFA Society and ESSEC Business School in Singapore. With 20 years' experience across global markets and asset classes and two major bubble bursts, Tariq’s mission is to raise the standards of transparency international pensions have over the stocks and bonds they own. He is on Twitter at @QuantOfAsia

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!

Mr. Kenny Ho is a Founder and Managing Partner of Carret Private Investments, Ltd., the Hong Kong-based affiliate of Carret Asset Management, an SEC registered investment advisor located in New York. Carret Private is a renowned boutique independent asset management firm providing wealth management, principal investing and corporate advisory services to select high net worth families and individuals throughout Asia. Mr. Ho has worked in the banking industry for over 25 years, the last 15 of which in private wealth management. He is recognized as one of the forefathers of wealth management’s open-architecture model and an entrepreneur who has helped to set up two of Asia’s largest wealth management platforms - Credit Suisse and Bank Julius Baer. Prior to Carret Private, Mr. Ho was most recently with Julius Baer where he was one of the core regional executive management members to set up and establish the Asian franchise in 2006. He held various leadership positions at Julius Baer, including Deputy Global Head of Investment Solutions Group, Head of Investment Solution Group for Asia Pacific, member of the Asia Executive Board, and a member of the Bank’s Investment Committee. As Head of Investment Solutions Group Asia Pacific, he managed all of the advisory, discretionary, asset management along with its wealth planning franchises. Prior to Julius Baer, Mr. Ho was on the regional executive committee and the Head of Products for Credit Suisse Hong Kong. He began his career as an Investment Banker at Salomon Brothers where he worked for almost a decade. Previous to that, he worked as a management consultant at McKinsey & Co. Inc. Mr. Ho earned his Master’s of Business Administration degree from the University of Chicago Booth School of Business and is an active participant in the Asian business community. He sits on the Board for numerous companies, including being an active member of the Governor’s Advisory Board for the University of Chicago Booth School of Business and a member of the Church Council of Christ Church Hong Kong. Mr. Ho has a Bachelors Degree from James Madison University. In 1984, Mr. Ho was a nominated All American in High School soccer. During his senior year, he was voted first team All-Region, first team All-State, first team All-Conference and voted “Delaware High School Player of the Year”. Mr. Ho played Division 1 soccer at James Madison University. He was also a 2-time All-Conference High School tennis player.

Oliver is a banking professional with more than 25 years of experience as a senior banker and leader of high performing private banking teams. His guiding principle to success is his client centric approach and his deep understanding of cultural diversity. Oliver has been in Asia for most part of his career and his responsibilities and coverage span beyond Switzerland and London. He has also developed and expanded the private banking business of a banking institution in London and was responsible to setting up the private banking department of a newly created bank in Singapore beside managing his own clients. As a senior banker, Oliver has lead several successful team of private bankers with clients located in Europe, South East Asia, India, South America and segments such as the External Asset Managers and Global South Asian. Oliver holds a degree from the University of Lausanne Switzerland, an MBA from Cass Business School London and a specialisation from both the London Business School and Columbia Business School New York. Oliver is also a member of the Chartered Institute of Marketing.

Jaydee is responsible for day-to-day operations of all departments at Raffles Family Office. Specialities:Business development, branding, ATL/BTL/TTL engagement, communications and media relations, senior-level account management and team leadership.

John is the China Family Business and Private Client Services Leader. He has 30 years of experience specializing in helping high net-worth individuals and families primarily based in Asia Pacific with Chinese and other nationalities to devise tailor-made tax planning, family wealth and business succession planning to achieve the specific personal and family goals of such clients by using trusts, insurance and other appropriate structures for the implementation of such planning as well as setting up Family Offices and devising family governance and constitution. He has extensive experience in advising various China and Hong Kong based international financial institutions and trustees and is also a frequent speaker at wealth forums and tax seminars.

Nigel Rivers qualified as a solicitor of the Supreme Court of England and Wales in 1989. He practiced law in London, becoming partner of a law firm in 1991. Nigel specialised in corporate and commercial law, with a niche area of clients in sports and entertainment, advising athletes, sports personalities and investors in sports across the globe.

In 1998, Nigel left formal legal practice to join in the establishment of a new Formula One motor racing team, called British American Racing. He was involved in creating, implementing and monitoring the commercial and regulatory arrangements for the team, working directly with the Team Principal as part of the senior management of the sports franchise. The role involved Nigel in the contractual arrangements with drivers, sponsors and merchandise partners, as well as with the governing body of the sport.

After British American Racing was taken over by Honda Motor Company, Nigel established his own law practice to advise athletes and companies involved in sport, particularly in motor racing. He was also engaged in sports management with clients in Formula One, Formula 3, DTM, Le Mans Racing and NASCAR. Nigel advised clients on commercial investments (including acquisition of race circuit and team franchises in multiple countries), sponsorship, endorsement and merchandising arrangements.

In 2008, Nigel and his family moved to Asia and settled in Hong Kong. He joined TMF Group (then Equity Trust) in August 2008 as the head of Private Client Services in Hong Kong. At the start of 2010, Nigel was appointed Head of Private Client Services for the Asia region, and took on the additional role of Managing Director of Hong Kong office. From early 2014 until the end of March 2016, he was the Global Head of Private Client Services. TMF Group has grown to be the largest global independent trust and fiduciary service provider to private clients.

Nigel established Capital Solutions in Hong Kong and Singapore to deliver consultancy and advisory services to clients in relation to their wealth asset needs.

Jacqueline is a Certified Trust Practitioner (CTP – HKTA), a Trust & Estate Practitioner (TEP), a lawyer and a Chartered Accountant with over 20 years of specialised experience in tax, trust & private wealth structuring. Jacqueline has extensive experience working with families, professional advisers, banks and trustee companies in setting up, administering, restructuring and defending private trust and charitable arrangements. Jacqueline started her career with a “Big 4” accounting firm in Australia. She relocated back to Hong Kong to join the tax and trust practice of an international law firm, where she was appointed as a Partner in 2006. Immediately before joining ZEDRA, Jacqueline was the global head of legal for one of the world’s leading bank-owned private trust businesses. Jacqueline currently serves as Chairman of the Hong Kong Trustees’ Association. She is a member of The Hong Kong Law Society and serves on its Working Group on Charities and Trust as well as the Revenue Committee. She has previously been recognised as a leading lawyer for tax and private client wealth management by Chambers Asia. She is recognised as “Global Elite” in Legal Week Private ClientGlobal Elite Directory 2019.

Mr. Dingley is the Head of Private Wealth and Responsible Officer for CBH Asia Limited and has been with company since the beginning of 1996. He is part of the Investment Committee and daily responsibilities include the investment management of client portfolios. Other duties include the supervision of risk management, client account operations management and overseeing the sales operations. He started his career at Deloitte & Touche in South Africa.

Rohit Bhuta is a senior executive with over 26 years’ experience, most of which (22 years) with the Macquarie Group. He has worked across eight key markets globally and has had extensive experience in the private banking, wealth management and asset management space. He has lived and worked in New Zealand, Australia, UK, South Africa, Malaysia, Hong Kong, India and Singapore. He has held senior leadership and strategic roles over the years, spanning multiple layers and levels of accountability. He is currently the CEO at Crossinvest (Asia) Pte Ltd, a family owned multi-generational independent asset management company providing (discretionary) investment management, investment advisory and family office solutions and services to investors globally. His role prior to this was working as a senior adviser to Macquarie Group’s Commodities and Financial Markets group, with a mandate to design and execute go-to-market strategies with the family offices, private banks and asset managers across Asia. His role prior to that and before a year-long sabbatical (2014), was the CEO of Religare Macquarie Private Wealth, a private wealth company domiciled in India but targeting high / ultra-high net worth investors globally. While Australia is home, he has operated out of South Africa since 2000 and Asia since 2005. Rohit has developed a deep understanding of the culture and the inherent nuances driving each economy within Africa and Asia, in particular within the wealth management / private banking industry.

Ian founded Monte Carlo Capital in 2009 to invest his own assets in early stage companies. Over the years Monte Carlo Capital attracted a group of sophisticated individuals and they invest together as a group between $500K and to $3Mio in each business.

Monte Carlo Capital looks for the best start ups around the world: businesses with a clear edge, strong intellectual property or looking to disrupt an industry, and has build a portfolio of exceptional companies in sectors ranging from biotech and medical devices to artificial intelligence, robotics, fintech, robotics and consumer products.

Ian is usually the lead investor and is involved in each step of the deal, from deal sourcing, to due diligence, deal structuring, and often joins the board or the advisory board.

Before founding Monte Carlo Capital, Ian was, until 2009, the regional managing director and head of capital markets in Asia for Commerzbank where he was managing all capital markets activities in Asia, including equity derivatives, credit, precious metals, foreign exchange, debt capital markets, as well as the treasuries of HK, Singapore and Shanghai.

Ian started his career in 1993 and previously worked in Paris, London, Tokyo, Singapore and Hong Kong with HSBC, UBS and JPMorgan, holding positions in trading, sales and financial engineering.

Over the years, Ian has been a keynote speaker in numerous conferences in the US, China, HK, Singapore, Taiwan, Korea, Malaysia, Russia and Monaco.

Ian currently lectures venture capital to MBA and finance MSc students at the International University of Monaco, and a regular speaker at leading business school. He is also a board member of the Monaco Venture Capital Association.

Ian joined the European Business Angels Network (EBAN), in 2016 and recently won the best performing new member award at the annual conference of EBAN in Malaga. EBAN is the pan-European trade association for the early stage investor community and gathers member organisations in 59 countries,

Ian is a Monégasque and holds a MSc in Finance from the London School of Economics (LSE).

Fred Wong has been with Quilter International since 2014 as Head of High Net Worth Solutions, Asia. He has been working with many industry practitioners such as institutional brokers, wealth planners/ relationship managers, external asset managers, family offices, corporate services providers and trustees in Asia. He technically supports them to explore and deliver effective insurance solutions on succession planning and tax planning to high net worth clients. With almost 20 years of practical experience in banking, financial advisory and offshore insurance industries, Fred witnesses the increasing complexity of clients’ financial situation and wealth distribution. He strongly believes that one-size-fits-all strategy may no longer be sufficient to address the needs of the high net worth clients nowadays. “Our overarching purpose is to help create prosperity for the generations of today and tomorrow”, he says. www.linkedin.com/in/fred-wong-a40375113

Werner Schlossmacher is the head of Platform Management for APAC Division. In this role, he is responsible for managing the private banking business’ platform including digital strategy and partnerships, data platform, product capabilities and core functionality such as client and front office portals as well as the core banking system for private banking. In 2019, Mr Schlossmacher took on the additional role as the Head of Private Banking Products for Hong Kong Branch where he is responsible for overseeing all products managed within the Branch. Previously, Mr. Schlossmacher held various senior management roles within the APAC division, including the Product & Solutions COO for the Private Banking division. In this role, he was responsible for developing the infrastructure, processes, and innovation for the private banking service offering. After re-joining Credit Suisse in 2009 from Barclays Capital, Mr. Schlossmacher was the Head of Structured Products for the Private Banking division for Asia Pacific and subsequently the deputy Market Group Head and Market Leader in the Malaysia market. Prior to this, he spent 17 years with Credit Suisse's Private Banking division in Singapore, Hong Kong and Zurich in management positions for investment product sales and advisory, investment consulting and portfolio management. Mr. Schlossmacher graduated from Chicago University Booth School of Business with a Master in Business Administration (Honors) and is a member of the CFA Institute.

Dr. Kim is the founder and chief executive officer of Neo Risk Investment Advisors (NeoRisk), a Hong Kong-based investment adviser and fund manager that uses innovations in financial engineering such as quantitative risk models, advanced asset allocation and derivatives to improve investment performance.
Prior to founding NeoRisk, Dr. Kim served as managing director and head of the regional investor derivatives business for Citi Global Markets Asia until his departure in May 2013. The group engaged with a variety of clients across the region covering equity, fixed income and hybrid investment products for portfolio asset allocation, risk management, yield and hedging solutions, and was recognised as the leader in structured investment products by numerous financial industry publications. Dr. Kim originally started at Salomon Brothers (a predecessor of Citi) in 1993, and worked in a number of capacities over the course of his twenty-year career with Citi, including head of regional sales and structuring, and senior equity derivatives trader, both in Hong Kong, and quantitative research analyst in New York. Prior to joining Salomon, he was a lecturer at Princeton University. Dr. Kim started his career on Wall Street in corporate finance at Kidder, Peabody & Co. in 1986. He earned his B.A. in economics, magna cum laude, from Harvard University and his Ph.D. in economics from Princeton University. In addition, Dr. Kim teaches as an Adjunct Professor of Finance at the Hong Kong University of Science and Technology, is a Board member and incoming Board chair of the Hong Kong International School, and served as a past president of the American Club of Hong Kong.

Keith is the key inspiration behind the newly revamped Winland Wealth Management Limited. His aspiration is to transform this legendary multi-family office, established since 1970, into a leading private wealth office, where technology is fully embraced while traditional values and personal attention are being immensely treasured. With decades of solid experience in private wealth management, Keith possesses extensive exposure gained from multi-national financial institutions including HSBC, Bank of America, ABN AMRO, RBS and Coutts & Co. During his tenure, he has spearheaded to formulate numerous successful strategy across the area of product innovation, system integration, branding, business expansion, portfolio management as well as the development of an integrated platform for high net worth individuals. With a love of art and investment, prior to joining Winland, he joined Christie’s, a prestigious auction house where he acquired the knowledge of art appreciation about the world of tangible investments. Keith is an outstanding wealth manager. Not only does he capture profound knowledge of financial investments, he also deeply understands the importance of offering innovative investment vehicles with bespoke service to address clients’ needs. He truly believes mutual trust and effective support are the cornerstone for building long term relationships with clients. With the ability to offer stronger autonomy at Winland, he is now able to provide greater flexibility and personal touches that rich families and wealthy clients have been longing for years.

David Varley is Chief High Net Worth Officer at Sun Life Financial in Hong Kong. He specializes in HNW and Ultra HNW Planning and Insurance Structuring solutions for clients and families in Asia. He has a Bachelor of Commerce Degree, with an Honors in Management, and a thesis in Innovation – from Melbourne University. Previously he was Head of HNW for Asia for AXA, and Head of International Business for Aviva.

Sandro is a Swiss citizen, born in 1978. Prior to joining Leonteq (formerly EFG Financial Products), Sandro was head of Swiss Securitised Structured Products Engineering at Lehman Brothers (2006-2007) and worked at Bank Julius Baer’s Structured Products Division (2001-2006) and at Bank Julius Baer’s M&A Division (2000-2001). In 1994 he started his apprenticeship and was working thereafter in various divisions of Bank Julius Baer (1994-2000). Sandro holds a degree as a Certified International Investment Analyst (CIIA) as well as a Federal diploma for expert in finance and investments from the Swiss Financial Analysts Association (AZEK).

David Friedland is the regional head and managing director of Interactive Brokers Group’s Asia Pacific operations. Mr. Friedland’s tenure with the firm dates back to 1985 where he assisted with the programming and development of its trading systems. In 1995 Mr. Friedland relocated to Hong Kong to oversee and commence the group’s derivative market making (Timber Hill) and brokerage operations (Interactive Brokers) in Asia and Australia. Mr. Friedland has served as vice chairman on the Hong Kong Futures Exchanges HSI Future & Options migration special committee, was a member of the Security and Future Commissions Steering Committee on the Enhancement of the Financial Infrastructure in Hong Kong User Working Group, the Derivative Market Consultative Panel at the HKEx and currently is a member of the HKEX Clearing Risk Working Group, HKEX Cash Market Consultative Panel and the SGX DT Advisory Committee. Mr. Friedland received his bachelor’s degree in economics from Vassar College, cum laude, and his MBA at the Anderson Graduate School of Management at UCLA.

Tony is the Head of Intermediary Sales for CSOP Asset Management based in Hong Kong. He oversee ETFs and active funds distribution & solution for Private Banks, IAM and Family Office. Tony is responsible for developing sales strategy and strategic partnership with institutions. Prior to joining CSOP, he worked for HKEx, where he was the Private Wealth coverage relationship manager. Before that, Tony was working for Citi in various roles, including Equity Specialist; Equities Sales & Trading and Product Management role.

Tobias Bland has the primary responsibility for managing Enhanced Investment Products. Prior to founding EIP in December 2001, Toby spent 8 years at Jardine Fleming Securities Limited (now JP Morgan), where he was responsible for establishing and running the proprietary trading desk. As the head of proprietary trading, he was responsible for a relative value portfolio invested in South East Asia. Prior to establishing the proprietary trading desk, Toby was involved in convertible bond, tax and warrant arbitrage. He joined Jardine Fleming in 1993 as a member of the securities lending department in Hong Kong. Toby has a Bachelor of Sciences degree from Southampton University, United Kingdom. He has obtained qualifications in financial derivatives and financial engineering, as a broker's representative and as an options/futures trading officer with the Stock Exchange of Hong Kong. He is a patron of HOPE for Children, and dedicates time to philanthropic pursuits in Asia.

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

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

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

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

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