Independent Wealth Management Forum 2019

Salomon Wettstein heads the Synpulse Hong Kong office and oversees the banking practice in the Greater China region. He manages strategic business and technology transformations for clients in that region and is part of the global Business Innovation/Operational Excellence leadership team. He holds a Master in Computational Science and Engineering at the Swiss Institute of Technology (ETH) in Zurich.

Kevin is one of the leading partners of Stephenson Harwood’s Private Wealth practice. His practice focuses on trusts, tax, regional corporate structuring and transactions with over 30 years of experience in the areas of private wealth advisory, trusts, tax, corporate and commercial law, mergers and acquisitions, private equity, cross-border transactions, and a wide range of business law. He is qualified in Hong Kong and Canada, and advises clients in respect of both jurisdictions. Kevin acts as counsel for major corporations headquartered in Hong Kong, China, the USA, Canada, Japan and other jurisdictions. He also represents numerous high net worth clients from around the world on diverse matters including succession planning, tax advisory and compliance, asset preservation, family businesses, private equity investments and philanthropy.

Investment professional with 35+ years experience of buy and sell side of the banking businesses. I have managed numerous strongly performing investment and advisory teams in large banks in Europe and more recently in Asia and the Middle East. I have built businesses from scratch and successfully restructured businesses. I have had links with Asia and particularly Singapore since 1999 when I managed money for the GIC, Hong Kong Jockey Club and Brunei government. The core of my career was the 11 years at JPMorgan where I made Managing Director. On the buy side I have worked for asset management firms (e.g. JPMorgan) and private banks (Barclays, Merrill Lynch, Coutts, Emirates NBD and NBAD). I have a reputation for making bold calls on the markets. I made major bear calls on equity markets in 1987, at the top of the tech boom and the financial crisis in August 2007, and a bull call on equity markets on March 17th 2009. I have been a high profile with the media regularly appearing in the printed press and on TV. I often speak at conferences and provide industry thought leadership on a number of macro and investment topics. In the past I made a presentation to the European Parliament on the outlook for asset markets after the introduction of the euro. I am highly regarded for my team leadership, the rigour and intellect I bring to the investment process, my attention to governance and ethics, and my affinity with clients in presentations and meetings. I was voted Private Banker of the year 2015 (MENA) from Wealth Briefing.

Chi Man Kwan is Group Chief Executive Officer of Raffles Family Office (RFO), a pan-Asian financial services firm focused on addressing the wealth growth and preservation needs of ultra-high net worth individuals. Kwan's responsibilities centre on overseeing RFO's primary business lines - Independent Asset Management and Wealth Solutions - as well as steering the company's expansion to new markets and service offerings. Under his leadership, RFO has fast become one of Asia's largest multi-family offices, with a local presence in five cities across the region and a headcount of over 100. A wealth advisor by training, Kwan spent 15 years in the private banking sector with BNP Paribas and Standard Chartered before starting a single-family office that he later turned into what is now RFO. In addition to his corporate role, Kwan is the chairman of Family Office Association Hong Kong, a consultative body established to lead and drive dialogue between the family office industry, governments, and regulatory bodies. Kwan holds a Bachelor's Degree in Economics and Business Management from Lancaster University and is currently pursuing an Executive MBA through a programme run by INSEAD and Tsinghua University.

David Wills is the Managing Director at Kenetic and is a co-founder of Caspian, a joint venture between Kenetic and Tora Trading, which is a leading provider of crypto asset management technology solutions. At Kenetic he oversees their cryptocurrency structured products business for professional investors along with all other business and strategy related matters. Prior to joining Kenetic, David spent 10 years as Managing Director and Head of Asia Trading at Och-Ziff Capital, one of the largest global multi-strategy Hedge Funds, where he oversaw the Asia trading book, capital markets business, index hedging book, execution services and operations. Previously he also served as Head of Trading for Doric Capital and held various positions at Bloomberg LP in Tokyo and Hong Kong. He was the former chairperson of the HKEX Hedge Fund Market Council. David holds a B.A. in Psychology and B.Comm. in Finance & Economics from the University of Sydney.

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.

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]

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

Aleksey is Partner & Chief Distribution Officer at Premia Partners, an asset manager dedicated to Asia ETF investment solutions. Prior to joining Premia Partners, Aleksey was an experienced practitioner in the ETF industry and has been part of the finance community across the globe. He was in various leadership positions at iShares, including Head of APAC Fixed Income and Head of Asia ex-Japan Institutional Sales. Earlier, he was also part of the iShares APAC COO team, responsible for business management and strategy across the region. Before moving to Hong Kong, Aleksey was part of the BlackRock Financial Institutions Group (FIG) in London, responsible for sales and relationship management with European insurers. Prior to that, he was based in Tokyo, responsible for relationship management, client service and product development for the firm's Japanese clients. Aleksey began his career as an analyst in BlackRock's New York office, working on client service and support for Asian and Middle Eastern clients. Aleksey earned a Bachelor of Science degree, magna cum laude, in Finance and General Accounting from New York University.

Suresh is Head of Funds Distribution, Asia and joined Principal Global Investors in August 2016 and is responsible for sales of funds and sub-advisory mandates to the wealth managers and distributors in the region. Prior to joining Principal, Suresh was at BlackRock where he was responsible for the build-out of the dedicated Wealth and Asset Management relationship management team for iShares ETFs covering clients in Singapore and Hong Kong. Suresh joined BlackRock in 2011. Previously Suresh was a Managing Director at Macquarie where he started and ran the fund of hedge funds business for over 8 years. He later moved to Singapore in 2009 to expand Macquarie’s sales and structuring efforts in SE Asia covering institutional and private wealth clients. Suresh joined Macquarie with its acquisition of the Bankers Trust Australia's investment banking business where he was Senior Vice President and Head of Market Risk Management at the time of acquisition. Prior to that Suresh worked at National Australia Bank's Global Independent Risk unit where he was Head of Risk Analytics. Suresh has a BEng (Hons) degree from University of NSW, Sydney.

John has over 25 years of experience in helping clients with their Trust, Tax and Structuring needs. His varied knowledge base spans Family Wealth, Corporate Clients & Business Owners and Employer & Benefit Solutions. He is a Chartered Accountant, Chartered Tax Advisor, and a long-standing member of many professional  institutions including STEP and the International Tax Planning Association (ITPA). He started his career working for ‘Big 4’ accounting firms in Australia specialising in Tax and Business services for private and corporate clients. He then moved to the Trust and Corporate services industry where he took up various senior positions with international trust groups spanning 20 years in Samoa, Singapore and Hong Kong.

Dominic joined the Frontier markets team at Fiera Capital (Europe) in 2013 and co-manages the Frontier Markets, MENA and OAKS strategies. He previously held a series of senior positions at Morgan Stanley, Goldman Sachs and, from 2006, Renaissance Capital, the EMEA investment bank operating in high opportunity emerging and frontier markets. With over 30 years of industry experience, Dominic began his career in financial services in 1989, initially specialising in closed-end funds and then, from 1992, in emerging markets. Between 1995 and 2002 Dominic worked for Regent Pacific, from which Fiera Capital was demerged, where he was responsible for managing 23 Eastern European funds. Dominic is an economics and statistics graduate from the University of Exeter.

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.

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.

Joe joined Cult Wines after 4 years working in sales for GlaxoSmithKline and more recently Suntory food and beverages. He graduated from Newcastle University with a degree in Biology, but felt that pursuit of a career in the world of business would prove more rewarding. A good school friend of Tom’s, Joe has always had a keen interest in the development of Cult Wines. Having spent 3 years as one of the senior portfolio managers in London, he seized the opportunity to relocate to Hong Kong in order to oversee operations there. Outside the office, Joe sees himself as somewhat of a dab hand in the kitchen and South West London’s answer to Michel Roux. Joe’s bank manager isn’t too happy about it, but on the wine side of things he finds it difficult to ignore the overtures of white Burgundy. As is the case with most of the team, he also has a keen interest in Football and has an unwavering loyalty towards Arsene Wenger and his long standing tenure at Arsenal FC.

David Lai is a Partner and co-Chief Investment Officer of Premia Partners. Prior to Premia Partners, David was Executive Director and Responsible Officer at China Asset Management (HK) Limited where he supervised the company's investment activities and led the build-out of the company's ETF platform in Hong Kong, including launching the world's first cross-border RQFII-based ETF with over US$2 billion in AUM. Before that, David had been a portfolio manager since 2002 at Hang Seng Bank, Mirae Asset Global Investments, and Citic Securities International. David has demonstrated proven investment track record in both active and passive strategies, recognized by numerous industry awards. David holds a Bachelor of Business Administration degree in Finance and a Master of Science degree in Investment Management from the Hong Kong University of Science and Technology, and is a CFA charterholder.

Bonny Tse is the Director of Sales and Distribution at EFG Asset Management (EFGAM) responsible for institutional and intermediary business development as well as client management in Asia. Bonny joined EFGAM in 2012 from Nomura Asset Management where she was Vice President looking after the institutional business in Greater China. Previously, she was with the Hong Kong Institutional Business Team of J.P. Morgan Asset Management. She began her career in asset management with Janus Capital covering institutional clients and major fund distributors in Asia Pacific ex Japan. Bonny holds a Bachelor of Commerce degree majoring in Accounting from the University of British Columbia, Canada and holds the designation of Chartered Alternative Investment Analyst.

Tom is a Principal in Mercer's Investments business and is based in Hong Kong Tom joined Mercer in 2010 and has spent his career working across both Investment and business strategy teams within Mercer. He has spent time working across the UK, Asia, USA and the Middle East. Tom currently leads the growth of Mercer’s Investment Fund distribution platform Mercer FundWatch. This provides institutional quality forward looking advice to both individuals and their advisors in Asia. Tom has over 9 years of investment consulting experience advising a wide range of institutional clients on investment, pension and operational issues. This includes holding lead investment advisory positions to FTSE 100 pension scheme clients in the UK. His experience covers a wide range advice ranging across investment strategy design, product research, manager selection and asset class research. He previously held key positions on a number of UK research committees within Mercer. As part of a UK Institute of Actuaries Working Group, he has spent time researching and publicising use of illiquid assets within the UK Defined Contribution pension market. Tom co-authored a white paper on this topic and has spoken at the major annual UK Actuarial conference on the issue. Over the last three years,, Tom has been involved in developing growth strategy for Mercer’s global investment business – focussing efforts on Growth Market regions including both organic and in-organic initiatives, digital initiatives and product strategy. Tom graduated from The University of Warwick in 2009 with an BSc degree in Mathematics. He is a CFA charter holder.

Joshua Rotbart (LLM, MBA) is the founder and managing partner of J. Rotbart & Co. (Strategic Transactions Limited), a Hong Kong-based company providing solutions for high net worth individuals and families wishing to buy, sell, ship, and store physical precious metals and other tangible assets. Joshua shares his time between Macau, where he resides, to Hong Kong and Singapore. In 2010 Joshua leaved his career as corporate lawyer, and joined joined Malca-Amit logistic group in 2010 to head the business development for the group’s flagship vault in the Singapore Freeport, and to manage its Hong Kong sister company, Malca-Amit Precious Metals. In 2016 Joshua founded J. Rotbart & Co. (Strategic Transactions Limited), that already traded over USD 400mil worth of bullion, mostly through Singapore and Hong Kong.

Howard Bilton is Chairman and founder of The Sovereign Group – one of the world’s largest privately owned consultancies specialising in the provision of offshore trusts and companies and associated international tax advice- www.SovereignGroup.com. Howard holds a joint honours BA degree in classics and law from the University of Keele and is qualified as a Barrister and called to the Bars of England/Wales and Gibraltar. He currently lives and works in Hong Kong. He is a regular contributor of articles to The Telegraph and Financial Times. He is a visiting non-resident professor at Texas A and M University where he assists with their LLM and Masters degrees in International Tax and Offshore Centres. In 2003 he formed The Sovereign Art Foundation Limited which is a charity registered in Hong Kong, Singapore, Guernsey, South Africa and the UK. SAF has raised over US$6 million which has been used to help many thousands of disadvantaged children using art as a means of rehabilitation and education. He is the principal of Hillvalley Limited which makes since 2005 has been making wine in Portugal which is sold throughout the world under the “Howard’s Folly” brand name.

Vincent joined ALPS Advisory in 2018 as Managing Director and is the Head of Investments.  His main focuses are designing and developing investment strategies and solutions, selecting external managers and actively managing the ALPS Fund.  Prior to joining ALPS, Vincent was a senior portfolio manager at Asia Capital Re in Singapore, where he was responsible for managing the reinsurer’s multi-asset investments.  Before joining Asia Capital Re, Vincent worked in the United Kingdom, as an alternative investment portfolio manager at Aerion, a muilti-asset portfolio manager at MMC UK pension fund and a global bond fund manager at British Airways Pension.  He holds a Master’s degree in International Trade and Finance from Lancaster University, UK and is a Chartered Financial Analyst.

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.

Dhiraj is the Head of Asia Credit at Lombard Odier. He joined Lombard Odier in 2012, and is responsible for the fixed income team in Asia, focusing on Asia Pacific debt markets. Prior to joining Lombard Odier, Dhiraj was a portfolio manager with Cairn Capital in London, a full-service credit asset management firm, from 2006 to 2012. There he managed investment grade and high yield portfolios and traded credits in both long-only and long/short portfolios. Dhiraj also gained experience in JP Morgan & Chase in their European credit & rates research department in London, in 2006. Dhiraj started his career at Singapore Airlines and from 2000 to 2005, where he did corporate strategy.

Mr. Elvis Liu Cheng is the Client Advisor at Henley and Partners. He provides advice to high net worth individuals in major markets including China, Hong Kong, Taiwan and etc. who are interested in acquiring alternative residence and/or citizenship in various locations. Mr. Elvis Liu Cheng is also a member of the IMCM.

Ms. Sharon Chan is the Client Advisor at Henley and Partners. She provides advice to high net worth individuals in major markets including China, Hong Kong, Taiwan and etc. who are interested in acquiring alternative residence and/or citizenship in various locations. Ms. Chan is also a member of the IMCM.

Chris has held many senior management positions in the asset management and investment analytics industry over the past 35 years, including Head of Asia Pacific for MSCI, Head of Asia Pacific for Fidelity Investments and Asia Pacific CEO for ING Investment Management. He has developed joint ventures in China, including China Merchants Funds, during his time at ING IM and was Deputy Chairman of the joint venture for eight years. He was also head of HSBC Funds for Asia Pacific when he first arrived in Hong Kong in the mid-1990s. Chris is a non-executive Director for AXA Insurance in Asia, a Non-executive Director for Peng Yuan Credit Ratings International Ltd and sits on several Boards and advisory groups for Monash University (Melbourne, Australia), Hong Kong Academy in Hong Kong and MegaTrust Investments in Shanghai.

Harmen Overdijk is Chief Investment Officer of Leo Wealth, a Hong Kong based asset management firm focused on fee-based asset management. Leo Wealth was created from the strategic merger of two existing independent asset managers, where the partners have decades of Asian and International wealth management experience. The firm’s philosophy is based on Evidence Based Investing. A disciplined approach that gains its insights about the markets and returns from academic research, structures portfolios along the dimensions of expected returns and adds value by integrating research, portfolio structure, and implementation. This investment approach makes extensive use of low cost investment instruments. Harmen is an expert portfolio manager with 20 years of investment management experience. Prior to Leo Wealth he held senior management and CIO roles for several successful asset management practices at EFG Asset Management, Fortis Bank and MeesPierson. He is a Chartered Financial Analyst (CFA) holder and has an MSc in economics from Tilburg University, The Netherlands.

Jessica is a Founding Partner, Responsible Officer and Compliance Officer of The Capital Company Hong Kong Limited, an independent asset management firm formed in the beginning of 2017. Prior to her time at The Capital Company, Jessica co-founded EXS Capital Asia Limited in 2008, and served as a Responsible Officer and head of Operations and Compliance for the firm until the end of 2016. She and her team built a substantial asset management and financial planning practice during their time at EXS, which is part of the core of their new joint venture The Capital Company. Jessica is an expert in many areas including tax, financial, and estate planning and she specializes in serving Americans living in Asia. She and her team provide fee-based comprehensive wealth management and planning services to U.S. citizens in Asia and to persons with U.S. related planning needs. Over the last fifteen years, Jessica has built a comprehensive wealth management practice from the ground up and established an active presence across Asia-Pacific. Before she moved to Asia, Jessica worked as a Registered Representative for Charles Schwab. She continues to be licensed in the U.S. today as a Registered Investment Advisor, insurance professional, and Trust and Estate Practitioner, and serves clients in the U.S. and across Asia Pacific. While in Tokyo she completed her MBA at Temple University Japan. She also spent a year in AmeriCorps, the domestic Peace Corp, working with individuals with severe disabilities. Jessica lives in Hong Kong with her husband and two children. She is active in the American Chambers of Commerce in Hong Kong, the American Women’s Association, and supports a variety of nonprofit organizations around the region. Jessica is currently active in the Girl Scouts as an adult volunteer and an avid runner and cyclist with the Hong Kong Tritons.

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.

Brad Thompson is the co-founder of Fidelity Settlements, a life settlement company established in 2001. Brad was very active with the Life Settlement Industry’s US trade association (Life Insurance Settlement Association – LISA) eventually serving on the Executive Committee of the Board of Directors as Vice President and Treasurer for over 6 years. During that time Brad was also the Chairman of the Accounting Issues Committee where he was instrumental in assisting the Financial Accounting Standards Board (FASB) draft FSP 85-4-1 “Accounting for Life Settlement Contracts by Third Party Investors” in 2006. Staff at FASB also requested Brad, through LISA, to draft a white paper on methodologies to determine fair value for life settlements. Brad chaired this project and released that publication in 2007. Brad has assisted in the drafting of several model acts issued by various US regulatory associations (the basis of adopted regulations for the life settlement industry by various states) and has testified in front of numerous state legislative working groups. Brad co-authored the life settlement industry’s Code of Ethics in 2004 and the first version of the industry’s “Best Practices” in 2008 (subsequently revised). Prior to founding Fidelity, Brad held several senior executive positions (CFO, COO and CEO) with a publicly reporting entity that he co-founded. Brad was in Public Accounting for 16 years primarily with Grant Thornton.

Tim is a partner in the private client and tax team. He advises high net worth individuals and families in relation to succession planning, particularly those with complex international affairs. Tim’s expertise includes advising entrepreneurs in relation to the structuring of their businesses, considering issues including business continuity, succession, investment treaty planning and remuneration strategies; advising families in relation to the protection of their wealth, using trusts, foundations, partnerships, companies and funds; assisting with the establishment and operation of family of'ces; de'ning sophisticated strategies for individuals moving between jurisdictions; and advising in relation to multi-jurisdictional estate planning with single or multiple wills. He is recognised as a Leading Individual in Legal 500 2020 and described as ‘one of the go to persons for advice in Asia’ and ‘the 'rst choice for ultrahigh-net-worth individuals with a truly global asset base.’ He was previously named Citywealth’s Wealth Professional of the Year and appeared in Tax Journal’s 40 under 40

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.

Clifford is one of the co-managing partners of Zhong Lun’s Hong Kong office and a leader in the private client industry in Hong Kong. His practice is focused on complex cross-border transactions, investments and private client matters. Having worked with some of Asia’s leading businesses and families for over 20 years, Clifford provides strategic advice on cross-border transactions and investments, tax, regulatory, estate planning, asset preservation, governance. Clifford is noted for providing innovative solutions to complex issues having worked extensively in multi-jurisdiction transactions and handling a broad range of issues including asset protection investment strategies, trust and estate litigation, securities regulatory issues, family estate battles and creditor claims.

Rob Petty is Co-Founder of the Clearwater Funds and Co-CEO and Co-CIO of Fiera Capital (Asia). Since founding the Clearwater Funds in 2001, Rob and his partner Amit Gupta have invested profitably across cycles, sectors and geographies, building an Asia-focused business that is one of the largest credit investing firms in the region today. Over his career, Rob has focused on Asia-dedicated credit investments, with broad expertise in direct lending, secondary credit and special situations strategies. Rob’s principal responsibilities at Clearwater encompass portfolio management, origination and overall management of the Firm. Prior to founding Clearwater, Rob worked as a capital committer in Asian credit for fifteen years at Lehman Brothers and Peregrine Fixed income, before moving to the investment side of the business working for Marc Lasry at Amroc Investments for three years. Rob sits on the Board of three Clearwater portfolio companies and also serves as Chair of the Boards of two non-profit organizations, The Emerging Markets Private Equity Association (EMPEA) and EngenderHealth. Rob holds a bachelor of arts degree in Political Science from Brown University and is based in Hong Kong.

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

Xavier is the Head of Distribution Asia (ex-Japan) for Lombard Odier, having joined the Swiss private bank in March of 2019. He has over 14 years of experience in Asset Management, Wealth Management and Investment Banking, with specialist insight into multi-asset solutions. His experience covers mutual funds, alternative investments, and relations with institutional investors, wealth managersand HNIs in both Asia and Europe. Prior to his role with Lombard Odier, Xavier worked with Leonteq in Singapore as the Executive Director of Investment Solutions. In addition to this role, he worked at Tikehau Capital (an alternative investment firm) as Head of Business Development, South Asia; and EFA Group (a private debt fund manager) as head of investor relations. From 2005-2012, he worked in London for Societe Generale and Commerzbank in fund derivatives structuring & institutional sales.

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.

Jeffrey advises individuals, families, trustees and private banks both in the UK and abroad, on taxation, trusts and estate planning. Jeffrey has an international client base with a particular focus on clients with a connection to Asia. His clients often include nationals from Asia living or with financial interests in the UK, and UK persons who have moved to Asia. Jeffrey specialises in tax planning for international clients. He advises non-UK domiciled persons moving to the UK on the structuring of their affairs to achieve tax-efficiency. Jeffrey also advises on complex international structuring, including their establishment for estate and succession planning, asset protection and personal tax mitigation. Jeffrey is admitted to practise in England and Wales, and is a Registered Foreign Lawyer in Hong Kong.

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.

Chi Man Kwan is Group Chief Executive Officer of Raffles Family Office (RFO), a pan-Asian financial services firm focused on addressing the wealth growth and preservation needs of ultra-high net worth individuals. Kwan's responsibilities centre on overseeing RFO's primary business lines - Independent Asset Management and Wealth Solutions - as well as steering the company's expansion to new markets and service offerings. Under his leadership, RFO has fast become one of Asia's largest multi-family offices, with a local presence in five cities across the region and a headcount of over 100. A wealth advisor by training, Kwan spent 15 years in the private banking sector with BNP Paribas and Standard Chartered before starting a single-family office that he later turned into what is now RFO. In addition to his corporate role, Kwan is the chairman of Family Office Association Hong Kong, a consultative body established to lead and drive dialogue between the family office industry, governments, and regulatory bodies. Kwan holds a Bachelor's Degree in Economics and Business Management from Lancaster University and is currently pursuing an Executive MBA through a programme run by INSEAD and Tsinghua University.

Jessica is a Founding Partner, Responsible Officer and Compliance Officer of The Capital Company Hong Kong Limited, an independent asset management firm formed in the beginning of 2017. Prior to her time at The Capital Company, Jessica co-founded EXS Capital Asia Limited in 2008, and served as a Responsible Officer and head of Operations and Compliance for the firm until the end of 2016. She and her team built a substantial asset management and financial planning practice during their time at EXS, which is part of the core of their new joint venture The Capital Company. Jessica is an expert in many areas including tax, financial, and estate planning and she specializes in serving Americans living in Asia. She and her team provide fee-based comprehensive wealth management and planning services to U.S. citizens in Asia and to persons with U.S. related planning needs. Over the last fifteen years, Jessica has built a comprehensive wealth management practice from the ground up and established an active presence across Asia-Pacific. Before she moved to Asia, Jessica worked as a Registered Representative for Charles Schwab. She continues to be licensed in the U.S. today as a Registered Investment Advisor, insurance professional, and Trust and Estate Practitioner, and serves clients in the U.S. and across Asia Pacific. While in Tokyo she completed her MBA at Temple University Japan. She also spent a year in AmeriCorps, the domestic Peace Corp, working with individuals with severe disabilities. Jessica lives in Hong Kong with her husband and two children. She is active in the American Chambers of Commerce in Hong Kong, the American Women’s Association, and supports a variety of nonprofit organizations around the region. Jessica is currently active in the Girl Scouts as an adult volunteer and an avid runner and cyclist with the Hong Kong Tritons.

Salomon Wettstein heads the Synpulse Hong Kong office and oversees the banking practice in the Greater China region. He manages strategic business and technology transformations for clients in that region and is part of the global Business Innovation/Operational Excellence leadership team. He holds a Master in Computational Science and Engineering at the Swiss Institute of Technology (ETH) in Zurich.

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.

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

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

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.

Dhiraj is the Head of Asia Credit at Lombard Odier. He joined Lombard Odier in 2012, and is responsible for the fixed income team in Asia, focusing on Asia Pacific debt markets. Prior to joining Lombard Odier, Dhiraj was a portfolio manager with Cairn Capital in London, a full-service credit asset management firm, from 2006 to 2012. There he managed investment grade and high yield portfolios and traded credits in both long-only and long/short portfolios. Dhiraj also gained experience in JP Morgan & Chase in their European credit & rates research department in London, in 2006. Dhiraj started his career at Singapore Airlines and from 2000 to 2005, where he did corporate strategy.

Investment professional with 35+ years experience of buy and sell side of the banking businesses. I have managed numerous strongly performing investment and advisory teams in large banks in Europe and more recently in Asia and the Middle East. I have built businesses from scratch and successfully restructured businesses. I have had links with Asia and particularly Singapore since 1999 when I managed money for the GIC, Hong Kong Jockey Club and Brunei government. The core of my career was the 11 years at JPMorgan where I made Managing Director. On the buy side I have worked for asset management firms (e.g. JPMorgan) and private banks (Barclays, Merrill Lynch, Coutts, Emirates NBD and NBAD). I have a reputation for making bold calls on the markets. I made major bear calls on equity markets in 1987, at the top of the tech boom and the financial crisis in August 2007, and a bull call on equity markets on March 17th 2009. I have been a high profile with the media regularly appearing in the printed press and on TV. I often speak at conferences and provide industry thought leadership on a number of macro and investment topics. In the past I made a presentation to the European Parliament on the outlook for asset markets after the introduction of the euro. I am highly regarded for my team leadership, the rigour and intellect I bring to the investment process, my attention to governance and ethics, and my affinity with clients in presentations and meetings. I was voted Private Banker of the year 2015 (MENA) from Wealth Briefing.

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.

Vincent joined ALPS Advisory in 2018 as Managing Director and is the Head of Investments.  His main focuses are designing and developing investment strategies and solutions, selecting external managers and actively managing the ALPS Fund.  Prior to joining ALPS, Vincent was a senior portfolio manager at Asia Capital Re in Singapore, where he was responsible for managing the reinsurer’s multi-asset investments.  Before joining Asia Capital Re, Vincent worked in the United Kingdom, as an alternative investment portfolio manager at Aerion, a muilti-asset portfolio manager at MMC UK pension fund and a global bond fund manager at British Airways Pension.  He holds a Master’s degree in International Trade and Finance from Lancaster University, UK and is a Chartered Financial Analyst.

Harmen Overdijk is Chief Investment Officer of Leo Wealth, a Hong Kong based asset management firm focused on fee-based asset management. Leo Wealth was created from the strategic merger of two existing independent asset managers, where the partners have decades of Asian and International wealth management experience. The firm’s philosophy is based on Evidence Based Investing. A disciplined approach that gains its insights about the markets and returns from academic research, structures portfolios along the dimensions of expected returns and adds value by integrating research, portfolio structure, and implementation. This investment approach makes extensive use of low cost investment instruments. Harmen is an expert portfolio manager with 20 years of investment management experience. Prior to Leo Wealth he held senior management and CIO roles for several successful asset management practices at EFG Asset Management, Fortis Bank and MeesPierson. He is a Chartered Financial Analyst (CFA) holder and has an MSc in economics from Tilburg University, The Netherlands.

Tom is a Principal in Mercer's Investments business and is based in Hong Kong Tom joined Mercer in 2010 and has spent his career working across both Investment and business strategy teams within Mercer. He has spent time working across the UK, Asia, USA and the Middle East. Tom currently leads the growth of Mercer’s Investment Fund distribution platform Mercer FundWatch. This provides institutional quality forward looking advice to both individuals and their advisors in Asia. Tom has over 9 years of investment consulting experience advising a wide range of institutional clients on investment, pension and operational issues. This includes holding lead investment advisory positions to FTSE 100 pension scheme clients in the UK. His experience covers a wide range advice ranging across investment strategy design, product research, manager selection and asset class research. He previously held key positions on a number of UK research committees within Mercer. As part of a UK Institute of Actuaries Working Group, he has spent time researching and publicising use of illiquid assets within the UK Defined Contribution pension market. Tom co-authored a white paper on this topic and has spoken at the major annual UK Actuarial conference on the issue. Over the last three years,, Tom has been involved in developing growth strategy for Mercer’s global investment business – focussing efforts on Growth Market regions including both organic and in-organic initiatives, digital initiatives and product strategy. Tom graduated from The University of Warwick in 2009 with an BSc degree in Mathematics. He is a CFA charter holder.

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.

Dominic joined the Frontier markets team at Fiera Capital (Europe) in 2013 and co-manages the Frontier Markets, MENA and OAKS strategies. He previously held a series of senior positions at Morgan Stanley, Goldman Sachs and, from 2006, Renaissance Capital, the EMEA investment bank operating in high opportunity emerging and frontier markets. With over 30 years of industry experience, Dominic began his career in financial services in 1989, initially specialising in closed-end funds and then, from 1992, in emerging markets. Between 1995 and 2002 Dominic worked for Regent Pacific, from which Fiera Capital was demerged, where he was responsible for managing 23 Eastern European funds. Dominic is an economics and statistics graduate from the University of Exeter.

Clifford is one of the co-managing partners of Zhong Lun’s Hong Kong office and a leader in the private client industry in Hong Kong. His practice is focused on complex cross-border transactions, investments and private client matters. Having worked with some of Asia’s leading businesses and families for over 20 years, Clifford provides strategic advice on cross-border transactions and investments, tax, regulatory, estate planning, asset preservation, governance. Clifford is noted for providing innovative solutions to complex issues having worked extensively in multi-jurisdiction transactions and handling a broad range of issues including asset protection investment strategies, trust and estate litigation, securities regulatory issues, family estate battles and creditor claims.

Jeffrey advises individuals, families, trustees and private banks both in the UK and abroad, on taxation, trusts and estate planning. Jeffrey has an international client base with a particular focus on clients with a connection to Asia. His clients often include nationals from Asia living or with financial interests in the UK, and UK persons who have moved to Asia. Jeffrey specialises in tax planning for international clients. He advises non-UK domiciled persons moving to the UK on the structuring of their affairs to achieve tax-efficiency. Jeffrey also advises on complex international structuring, including their establishment for estate and succession planning, asset protection and personal tax mitigation. Jeffrey is admitted to practise in England and Wales, and is a Registered Foreign Lawyer in Hong Kong.

Tim is a partner in the private client and tax team. He advises high net worth individuals and families in relation to succession planning, particularly those with complex international affairs. Tim’s expertise includes advising entrepreneurs in relation to the structuring of their businesses, considering issues including business continuity, succession, investment treaty planning and remuneration strategies; advising families in relation to the protection of their wealth, using trusts, foundations, partnerships, companies and funds; assisting with the establishment and operation of family of'ces; de'ning sophisticated strategies for individuals moving between jurisdictions; and advising in relation to multi-jurisdictional estate planning with single or multiple wills. He is recognised as a Leading Individual in Legal 500 2020 and described as ‘one of the go to persons for advice in Asia’ and ‘the 'rst choice for ultrahigh-net-worth individuals with a truly global asset base.’ He was previously named Citywealth’s Wealth Professional of the Year and appeared in Tax Journal’s 40 under 40

John has over 25 years of experience in helping clients with their Trust, Tax and Structuring needs. His varied knowledge base spans Family Wealth, Corporate Clients & Business Owners and Employer & Benefit Solutions. He is a Chartered Accountant, Chartered Tax Advisor, and a long-standing member of many professional  institutions including STEP and the International Tax Planning Association (ITPA). He started his career working for ‘Big 4’ accounting firms in Australia specialising in Tax and Business services for private and corporate clients. He then moved to the Trust and Corporate services industry where he took up various senior positions with international trust groups spanning 20 years in Samoa, Singapore and Hong Kong.

Kevin is one of the leading partners of Stephenson Harwood’s Private Wealth practice. His practice focuses on trusts, tax, regional corporate structuring and transactions with over 30 years of experience in the areas of private wealth advisory, trusts, tax, corporate and commercial law, mergers and acquisitions, private equity, cross-border transactions, and a wide range of business law. He is qualified in Hong Kong and Canada, and advises clients in respect of both jurisdictions. Kevin acts as counsel for major corporations headquartered in Hong Kong, China, the USA, Canada, Japan and other jurisdictions. He also represents numerous high net worth clients from around the world on diverse matters including succession planning, tax advisory and compliance, asset preservation, family businesses, private equity investments and philanthropy.

Howard Bilton is Chairman and founder of The Sovereign Group – one of the world’s largest privately owned consultancies specialising in the provision of offshore trusts and companies and associated international tax advice- www.SovereignGroup.com. Howard holds a joint honours BA degree in classics and law from the University of Keele and is qualified as a Barrister and called to the Bars of England/Wales and Gibraltar. He currently lives and works in Hong Kong. He is a regular contributor of articles to The Telegraph and Financial Times. He is a visiting non-resident professor at Texas A and M University where he assists with their LLM and Masters degrees in International Tax and Offshore Centres. In 2003 he formed The Sovereign Art Foundation Limited which is a charity registered in Hong Kong, Singapore, Guernsey, South Africa and the UK. SAF has raised over US$6 million which has been used to help many thousands of disadvantaged children using art as a means of rehabilitation and education. He is the principal of Hillvalley Limited which makes since 2005 has been making wine in Portugal which is sold throughout the world under the “Howard’s Folly” brand name.

Xavier is the Head of Distribution Asia (ex-Japan) for Lombard Odier, having joined the Swiss private bank in March of 2019. He has over 14 years of experience in Asset Management, Wealth Management and Investment Banking, with specialist insight into multi-asset solutions. His experience covers mutual funds, alternative investments, and relations with institutional investors, wealth managersand HNIs in both Asia and Europe. Prior to his role with Lombard Odier, Xavier worked with Leonteq in Singapore as the Executive Director of Investment Solutions. In addition to this role, he worked at Tikehau Capital (an alternative investment firm) as Head of Business Development, South Asia; and EFA Group (a private debt fund manager) as head of investor relations. From 2005-2012, he worked in London for Societe Generale and Commerzbank in fund derivatives structuring & institutional sales.

David Lai is a Partner and co-Chief Investment Officer of Premia Partners. Prior to Premia Partners, David was Executive Director and Responsible Officer at China Asset Management (HK) Limited where he supervised the company's investment activities and led the build-out of the company's ETF platform in Hong Kong, including launching the world's first cross-border RQFII-based ETF with over US$2 billion in AUM. Before that, David had been a portfolio manager since 2002 at Hang Seng Bank, Mirae Asset Global Investments, and Citic Securities International. David has demonstrated proven investment track record in both active and passive strategies, recognized by numerous industry awards. David holds a Bachelor of Business Administration degree in Finance and a Master of Science degree in Investment Management from the Hong Kong University of Science and Technology, and is a CFA charterholder.

Chris has held many senior management positions in the asset management and investment analytics industry over the past 35 years, including Head of Asia Pacific for MSCI, Head of Asia Pacific for Fidelity Investments and Asia Pacific CEO for ING Investment Management. He has developed joint ventures in China, including China Merchants Funds, during his time at ING IM and was Deputy Chairman of the joint venture for eight years. He was also head of HSBC Funds for Asia Pacific when he first arrived in Hong Kong in the mid-1990s. Chris is a non-executive Director for AXA Insurance in Asia, a Non-executive Director for Peng Yuan Credit Ratings International Ltd and sits on several Boards and advisory groups for Monash University (Melbourne, Australia), Hong Kong Academy in Hong Kong and MegaTrust Investments in Shanghai.

Brad Thompson is the co-founder of Fidelity Settlements, a life settlement company established in 2001. Brad was very active with the Life Settlement Industry’s US trade association (Life Insurance Settlement Association – LISA) eventually serving on the Executive Committee of the Board of Directors as Vice President and Treasurer for over 6 years. During that time Brad was also the Chairman of the Accounting Issues Committee where he was instrumental in assisting the Financial Accounting Standards Board (FASB) draft FSP 85-4-1 “Accounting for Life Settlement Contracts by Third Party Investors” in 2006. Staff at FASB also requested Brad, through LISA, to draft a white paper on methodologies to determine fair value for life settlements. Brad chaired this project and released that publication in 2007. Brad has assisted in the drafting of several model acts issued by various US regulatory associations (the basis of adopted regulations for the life settlement industry by various states) and has testified in front of numerous state legislative working groups. Brad co-authored the life settlement industry’s Code of Ethics in 2004 and the first version of the industry’s “Best Practices” in 2008 (subsequently revised). Prior to founding Fidelity, Brad held several senior executive positions (CFO, COO and CEO) with a publicly reporting entity that he co-founded. Brad was in Public Accounting for 16 years primarily with Grant Thornton.

Joe joined Cult Wines after 4 years working in sales for GlaxoSmithKline and more recently Suntory food and beverages. He graduated from Newcastle University with a degree in Biology, but felt that pursuit of a career in the world of business would prove more rewarding. A good school friend of Tom’s, Joe has always had a keen interest in the development of Cult Wines. Having spent 3 years as one of the senior portfolio managers in London, he seized the opportunity to relocate to Hong Kong in order to oversee operations there. Outside the office, Joe sees himself as somewhat of a dab hand in the kitchen and South West London’s answer to Michel Roux. Joe’s bank manager isn’t too happy about it, but on the wine side of things he finds it difficult to ignore the overtures of white Burgundy. As is the case with most of the team, he also has a keen interest in Football and has an unwavering loyalty towards Arsene Wenger and his long standing tenure at Arsenal FC.

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.

Joshua Rotbart (LLM, MBA) is the founder and managing partner of J. Rotbart & Co. (Strategic Transactions Limited), a Hong Kong-based company providing solutions for high net worth individuals and families wishing to buy, sell, ship, and store physical precious metals and other tangible assets. Joshua shares his time between Macau, where he resides, to Hong Kong and Singapore. In 2010 Joshua leaved his career as corporate lawyer, and joined joined Malca-Amit logistic group in 2010 to head the business development for the group’s flagship vault in the Singapore Freeport, and to manage its Hong Kong sister company, Malca-Amit Precious Metals. In 2016 Joshua founded J. Rotbart & Co. (Strategic Transactions Limited), that already traded over USD 400mil worth of bullion, mostly through Singapore and Hong Kong.

Rob Petty is Co-Founder of the Clearwater Funds and Co-CEO and Co-CIO of Fiera Capital (Asia). Since founding the Clearwater Funds in 2001, Rob and his partner Amit Gupta have invested profitably across cycles, sectors and geographies, building an Asia-focused business that is one of the largest credit investing firms in the region today. Over his career, Rob has focused on Asia-dedicated credit investments, with broad expertise in direct lending, secondary credit and special situations strategies. Rob’s principal responsibilities at Clearwater encompass portfolio management, origination and overall management of the Firm. Prior to founding Clearwater, Rob worked as a capital committer in Asian credit for fifteen years at Lehman Brothers and Peregrine Fixed income, before moving to the investment side of the business working for Marc Lasry at Amroc Investments for three years. Rob sits on the Board of three Clearwater portfolio companies and also serves as Chair of the Boards of two non-profit organizations, The Emerging Markets Private Equity Association (EMPEA) and EngenderHealth. Rob holds a bachelor of arts degree in Political Science from Brown University and is based in Hong Kong.

Suresh is Head of Funds Distribution, Asia and joined Principal Global Investors in August 2016 and is responsible for sales of funds and sub-advisory mandates to the wealth managers and distributors in the region. Prior to joining Principal, Suresh was at BlackRock where he was responsible for the build-out of the dedicated Wealth and Asset Management relationship management team for iShares ETFs covering clients in Singapore and Hong Kong. Suresh joined BlackRock in 2011. Previously Suresh was a Managing Director at Macquarie where he started and ran the fund of hedge funds business for over 8 years. He later moved to Singapore in 2009 to expand Macquarie’s sales and structuring efforts in SE Asia covering institutional and private wealth clients. Suresh joined Macquarie with its acquisition of the Bankers Trust Australia's investment banking business where he was Senior Vice President and Head of Market Risk Management at the time of acquisition. Prior to that Suresh worked at National Australia Bank's Global Independent Risk unit where he was Head of Risk Analytics. Suresh has a BEng (Hons) degree from University of NSW, Sydney.

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.