INDEPENDENT WEALTH MANAGEMENT FORUM 2023

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

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

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.

A recognised thought leader in the region, Mark is the EY Asia-Pacific Wealth & Asset Management Leader and Advisory Leader. He has led projects across the buy-side, including strategy, risk and regulations, operating model, customer and growth, with the majority of his time focused on business and digital transformation. Prior to joining EY, Mark spent over 20 years in the financial technology industry, providing services to the same community. This included fintech start-ups, VC raising and exits. He received a master’s degree from the University of Oxford.

As Chief Operating Officer of Eightstone Pte Ltd, a Singapore licensed Multi Family Office, Chiara is responsible for the day-to-day operating activities of the company. She has a passion for corporate planning, project coordination and operational implementation of business strategies. Chiara has been working in the MFO/ EAM space since 2013. In addition, since 2017, she has been serving pro bono as an elected committee member of the Association Independent Wealth Managers of Singapore (AIWM), currently holding the Vice-President position. In her previous life, she was a public affairs consultant in Brussels and London where she gained valuable insights into the art of developing public advocacy programmes. Chiara holds a MSc in Politics and Government in the EU from the London School of Economics and a BA/ MSc in International Relations from the Graduate Institute for International Studies, Geneva.

Bryan Henning is a wealth management specialist with over 30 years of experience. He represents Eton Solutions as Senior Vice President of International Sales. Bryan is based in Singapore, where he leads Sales & Marketing efforts in the Asia Pacific region. As Senior VP of International Sales, he leads client interactions, sales, implementation, and services throughout the Asia Pacific region and supports all company operations in Singapore. Throughout his multi-decade career, Bryan has worked in banking and wealth management, leading divisions for Standard Chartered Bank, Barclays Wealth, and HSBC, where he developed and managed all aspects of wealth management offerings to retail, mass affluent, HNW, and UHNW clients. While Bryan has successfully built and run wealth management and investment product and services businesses in Africa, the Middle East, and Europe, the majority of his experience is based in Asia. He is a Permanent Resident of Singapore, where he currently resides, and he has Canadian and Australian roots.

Philipp joined Expersoft in 2010 as Sales Manager, and subsequently the company management in 2012. In the role of Head of Sales he has spearheaded Expersoft’s sales growth in recent years. His background is technology and business; before he joined Expersoft he worked for 10 years with a global software vendor. Over the past 20 years he has been in the roles of developer, support manager, project manager, key account manager, and sales manager. He is currently CEO of Expersoft and also responsible for the Sales Department. Philipp is an ETH-graduated engineer in information systems and business administration.

Urs founded Expersoft Systems in 1993 and has been successfully leading the company ever since. His vision, entrepreneurship and knowledge of the financial services sector has driven Expersoft to become the provider of world-class software products that it is today.

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

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

Co-founder and Group CEO of Helicap David has a decade of experience across investment banks - Morgan Stanley, Credit Suisse, and Nomura. Leaving banking in 2016, he founded 33 Capital, an investment firm focused on FinTech and e-commerce startups in Southeast Asia, and became aware of how difficult it was for private investors to find quality alternative investment opportunities. Leveraging his wealth management and venture capital experience, he created a tech-enabled platform that would be the go-to resource for investors seeking private investment opportunities with attractive risk-return profiles. In 2019, he was named Top FinTech Leader by the Singapore FinTech Association and then Singapore Founder Finalist for the MAS FinTech Awards in 2020. He graduated from the National University of Singapore as a University Scholar and also spent a semester abroad at the University of Southern California. Additionally, he holds a certification in FinTech from MIT. During his free time, he enjoys sports, wine, and traveling with his family.

Jeffrey previously worked at BNP Paribas Wealth Management, UBS AG, Bank of Singapore, ANZ with senior roles in business risk management, business management, products, advisory, sales management and strategic planning. In BNP Paribas, Jeffrey demonstrated excellent leadership skills both in business acumen and ability to effectively develop and manage the global business risk management. From a regional business management perspective, he has also excelled in strategy thinking and develop global functional standards and operation framework. In UBS, Jeffrey was a director focused on all aspects of the business management within Investment Product and Services. He was nominated as the top business manager by absolute revenue amount the advisory services of UBS and was awarded with the CEO Asia Pacific Award in 2014 for the Best Partnership Awards of Banking Products APAC. He has also orchestrated and pioneer the development of platform solutions for Banking Products APAC. In Bank of Singapore, Jeffrey was instrumental to develop and cascading the Greater China’s strategy/mission statement and implement appropriate rewards and recognition and coaching to align personal, business and platform with company goals, including growth of asset under management and collaboration with OCBC. In Australia and New Zealand Banking Group, Jeffrey was involved in business management role in Commercial Banking for Hong Kong. He also spearheaded the collaboration with Trade Finance, Cash Management and Global Markets to proliferate the RMB products liberalization to realize the Bank’s Greater China Strategy.

Drawing upon his extensive leadership experience and industry knowledge, Arjan is responsible for the entire products and services offering in Asia and overlooks the regional investment strategy. Arjan started his financial career with Hollandsche Bank Unie (HBU), serving Private, Corporate and Institutional clients within a dealing room environment, and subsequently became Head of Treasury & Special Products Private Clients in the Netherlands. He has over 14 years of experience with ABN AMRO Private Banking, of which more than 7 years were spent in Asia. In early 2006, he relocated to Singapore to take up the position of Regional Head of Treasury & Special Products for Private Banking in Asia with ABN AMRO. With his strong understanding of the needs of Asian clients, Arjan moved to Hong Kong in April 2010 and was appointed Head of Private Banking for North Asia. Following this, he was appointed Head of North Asia at ANZ Private Bank before being appointed Head of Integration for ANZ Retail & Private Wealth Asia in April 2016. Arjan was appointed Head of Markets & Investment Solutions Asia at Indosuez Wealth Management in February 2017. Arjan graduated with a Master of Science in Business Economics from Nyenrode University, the Netherlands.

Andrew Hendry is Head of Distribution, Asia at Janus Henderson Investors. In this role, his primary focus is to maintain, grow and diversify the distribution business across Asia (excluding Japan and Australia). Prior to joining the firm, he was head of distribution Asia Pacific at Aberdeen Standard Investments from 2018. He was a managing director at Westoun Advisors from 2016 and head of Asia Pacific, managing director with M&G Investments from 2011. Andrew began his career at The Capital Group Companies in 1998, most recently as director of Global business development from 2002. Andrew received his MA degree in Economics and French from St Andrews University and an MBA from INSEAD. He holds the Chartered Financial Analyst designation and has 24 years of financial industry experience

Radek is a senior financial industry practitioner with more than 17 years of work experience in payments, credit risk, and consumer lending. Former Consulting Director at PwC responsible for consumer finance and retail banking. Later, a partner in a boutique credit risk consultancy. Radek is an affiliate member of the Chartered Institute for Securities & Investments, has a dual Master’s degree in Management and Information Systems, MBA from IE Business School, and is a certified Project Manager.

Chowdhary is the CEO and Co-Founder of Lighthouse Canton. He is responsible for driving the company’s vision and objectives as well as overall business directions. He oversees the Multi-Family Office, Asset Management and Bespoke Solutions businesses and creates synergy between the verticals. He was born in a small town named Shimla, in the state of Himachal Pradesh. He originally qualified with a Bachelor of Technology degree in Civil Engineering and then attained a Post Graduate Diploma in Business Management from Symbiosis Centre for Management. Married with a son of almost 17 and a daughter of 10 years old, Chowdhary enjoys quiet times at home in Singapore, reading and watching cricket on TV. His music tastes are wide-ranging, with favourite bands names such as U2, Metallica and Dire Straits. On the business front, he had more than 20 years of experience prior to co-founding Lighthouse Canton in 2014. Previously, he was a Managing Director at Credit Suisse Private Bank, where he managed the Ultra High Net Worth portfolio for the bank. Prior to that, he spent more than six years at Citibank in India. “Citibank was a great start to my career,” he recalls, “as I learned much about many different aspects of banking. Credit Suisse was then a great move, and I thoroughly enjoyed my time there. In fact, before I founded this firm, I took them into my confidence in an open manner, and they were very supportive, for which I have great respect.” He also reports that on a personal level, the pandemic has helped in some respects to re-balance his work and life perspectives. “Some travel was simply not really necessary before,” he says, “and I say that as a generalisation, not only for me. And the extra time many people have found since the lockdowns has helped them connect more regularly to friends and family digitally, so whilst being remote, they have been able and willing to connect more regularly. Like others, I have been able to also focus more on exercise and health and welfare, all of which have been in very sharp focus since last year.” And his final comment is that the wealth industry even today remains true to its history and values, and with the immense opportunities ahead, is still a good place for younger and ambitious people to develop a career. “Regulation means this industry cannot move as fast as some other industries,” he observes. “For those willing to make the commitment to the continuous development of expertise and service, for those with the right attitudes and approaches, with the requisite people skills and empathy, there is great potential ahead.”

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

Dr Catalin Burlacu brings over 25 years of experience in investment management and product development to New Dimensions Capital as the Portfolio Manager for the firm’s proprietary strategies. He strives to improve investment frameworks and has recognized accomplishments in advanced portfolio construction and multi-asset investment solutions designed for both institutional and private clients. Most recently, he was Head of the Investment Solutions Group at UOB Asset Management, a regional asset management firm with over S$30B in assets under management, where he managed the origination and design of new investment products for multi-asset strategies targeting regional clients. He was instrumental to the group’s consistent AUM growth, delivering structured implementations for capital preservation, income enhancement with robust risk management methodology. Over the last two decades, Catalin has been instrumental in developing, deploying, and growing investment capabilities for Asian investment organizations of various governance and business size, such as Blackrock Japan Ltd, Millennium Capital Asia and Nexus Alpha Capital Management that he co-founded in 2008 to capitalize on the need for risk-controlled and total portfolio management strategies targeting pension funds and HNWI.

Arthur Fong is the CEO of One Heritage Capital Management (Singapore). 1H is a Licensed Fund Management Company and an External Asset Management that offers wealth management services to high-net-worth individuals and family offices. The company is a wholly owned subsidiary of One Heritage Holdings Group Limited which is headquartered in Hong Kong and licensed for Type 4 and Type 9 activities by the Securities and Futures Commission. Powered by 19 years of successful growth with a presence in 11 cities around the globe, the Group offers a comprehensive suite of services across wealth management, global property development & management, as well as innovative solutions for enterprise management technology. The Group’s property business is led by One Heritage PLC, a UK-based company that is listed on the London Stock Exchange. One Heritage PLC focuses on the residential sector primarily in the north of England. Additionally, the Group holds a Hong Kong trust license under One Heritage Trust. Before 1H he was the Managing Director at Schroders & Co. Asia Ltd. The firm adopts an Independent Asset Manager model (IAM) with a Multi Custodial Platform, serviced by banks with External Asset Manager platforms that supports Multi Family Offices. Prior to Schroders he was MD and Market Head of Greater China at Bank of Singapore. With 33 years of banking experience, of which 30 years were in Private Banking, with an extensive market exposure to Indonesia, Malaysia, Singapore and Greater China. He is therefore, culturally "plugged-into" clients' nuances and familiar with local practices in Asia.

Michel has over 20 years experience in financial services, with a focus on private banking and wealth management in Europe and Asia-Pacific. Before founding OneRock, he held leadership positions as Senior Manager, CEO, COO and member of the Board of Directors of licensed private banking entities and investment funds in Europe and Asia.

Laura Lui is a Partner and co-Chief Investment Officer of Premia Partners. Laura has over 12 years of experience in the financial industry with rich experience in index and quantitative investments and capital markets development. Prior to Premia Partners, Laura led the Index and Quantitative Investment team at ICBC Credit Suisse International and was responsible for all aspects of the firm’s index and quantitative investment business. Before that, Laura was the Head of ETF and Index Team at Mirae Asset Global Investments (HK). Earlier in her career, Laura has also gained extensive trading experience on Asian Equities, multi-asset derivatives and other listed products including as ETF liquidity providers and participating dealers from her previous roles with RBS and JPMorgan Chase Bank. Laura has an Honours BSc degree in Actuarial Science and Statistics from the University of Toronto, and a MS degree in Global Finance from New York University and Hong Kong University of Science and Technology.

呂靄華 (Laura) 擁有豐富指數、量化投資及資本市場經驗。加入Premia Partners 之前， Laura 是工銀瑞信資產管理（國際）的指數及量化投資團隊負責人，以香港為基地創立公司中國境外的指數及量化投資業務，包括在香港及歐洲交易所掛牌的ETF產品。在此之前，Laura 曾是未來資產環球投資（香港）的ETF及指數部門主管，負責未來資產韓國以外ETF業務發展，包括與美國Horizon的ETF合作項目。Laura 早期於蘇格蘭皇家銀行及摩根大通任職ETF流通量提供者及交易員，因此對亞洲股票、多元資產衍生工具及其他上市產品以及買賣雙方資本市場交易運作有豐富深入的實戰經驗。 Laura 畢業於多倫多大學的精算科學及統計學學系，並於紐約大學及香港科技大學修畢環球金融碩士課程。

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

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

Jolene is a Singaporean with more than 18 years of experience in the banking, finance and independent asset management industry. She is the Executive Director & Managing Partner of SingAlliance Pte Ltd, an independent asset management company which she co-founded in 2011. Prior to SingAlliance, she was a relationship manager at Bank Julius Baer where she was responsible for managing portfolios of HNW European clients as well as developing the IAM business as part of the PB International desk. She has also held similar client advisory & wealth management roles, servicing HNW Asian clients at ABN Amro Bank and OCBC Bank. Jolene is a Certified Trust & Estate Practitioner (TEP) and a member of the Institute of Banking & Finance (IBF) Private Banking & Family Office industry workgroup. She is also a senior member of the WMI Global-Asia Family Office Circle and currently serves as President of the Association of Independent Wealth Managers (AIWM) Singapore.

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

David began his professional life in banking in the UK, latterly having responsibility for building, managing, and developing high performing wealth management sales teams for both large banks and independent financial advisory firms. In 2001 he founded a consulting practice and established the business in South East Asia, initially in Malaysia. The business grew to have a further presence in Singapore, Hong Kong, and Vietnam. He has partnered with clients in delivering tangible business outcomes across many different cultures and geographic locations. These include Australia; Japan; China; South Korea; Hong Kong; The Philippines; Indonesia, Malaysia; Singapore; Thailand; Vietnam; India, and The Middle East. David joined Sovereign Group as Head of Business Development in its Singapore office in August 2022.

Lucie Hulme, Executive Director, is Chief Executive Officer and member of the Investment Committee. She was part of the founding team of TriLake Partners in 2011 and has more than 20 years of experience gained in the independent asset management and private banking industry. Prior to joining TriLake Partners, Lucie was a relationship manager at Société Générale Private Banking (Suisse) S.A. She also worked for the Middle Eastern desk at Crédit Agricole (Suisse) S.A and for an independent asset management firm based in Geneva, The Forum Finance Group (Suisse) S.A. Lucie was former President of the Association of Independent Wealth Managers in Singapore (AIWM) and has served on the Committee for 9 years. She has been appointed as Member of the Institute of Banking & Finance (IBF) Private Banking Industry Workgroup from 2019 to 2022 and is also a Membership Committee Member for WMI Global-Asia Family Office Partners Circle. Lucie holds a Bachelor of Business Administration from Webster University Geneva and speaks fluent English and French.

Michael is a prominent figure in the financial services industry in Asia. He is the founder and CEO of Hubbis, a renowned provider of intelligence and connectivity for the Asian wealth management industry. With a depth of experience and expertise, he has played a pivotal role in shaping the industry for over 30 years, becoming a leading industry presence in the events, professional development, and publishing space in the region. Hubbis is a multi-generational family-owned and managed business.

He has been actively involved in the Asia-Pacific region since 1993. And has lived in Asia since 1995, holding positions in Hong Kong, Sydney, and Singapore. 

For over 14-years, Hubbis has established itself as the gold standard media and events brand in wealth management thought leadership in Asia. Each year providing a very large body of cutting-edge editorial and sponsored content, organizing top-flight events. During that time Hubbis has become the platform of choice for many high-profile C-suite leaders to communicate their vision of the Asian wealth management.

Before his involvement with Hubbis, Michael founded Pacific Prospect in 2002, a financial services media company. Under his leadership, the company achieved significant success and was subsequently acquired by global business-to-business publisher Incisive Media in 2006. Michael continued to serve as the CEO of Pacific Prospect until October 2008. Prior to his entrepreneurial ventures, Michael garnered 5 years of experience in financial markets publishing.

His career in this field began in 1993 when he joined Euromoney Publications as the publisher of the quarterly magazine, International Bond Investor. In 1995, Michael joined Thomson Financial Services (now owned by LSEG) and spearheaded the conception and launch of Finance Asia magazine. During his tenure as Managing Director of Finance Asia, he also initiated the Asian Debt Review, Asian Private Capital Magazine, and the Finance Asia Conference Business. In 1997, he founded FIA Limited, further expanding his contributions to the financial publishing industry.

Born in North Wales, Michael served as the head boy of St David's College Llandudno. He holds a degree in Business Administration from Cardiff University. Beyond his professional endeavours, Michael is a family-oriented individual and is happily married with three children: Reanna, Garett, and Tarryn.

Jolene is a Singaporean with more than 18 years of experience in the banking, finance and independent asset management industry. She is the Executive Director & Managing Partner of SingAlliance Pte Ltd, an independent asset management company which she co-founded in 2011. Prior to SingAlliance, she was a relationship manager at Bank Julius Baer where she was responsible for managing portfolios of HNW European clients as well as developing the IAM business as part of the PB International desk. She has also held similar client advisory & wealth management roles, servicing HNW Asian clients at ABN Amro Bank and OCBC Bank. Jolene is a Certified Trust & Estate Practitioner (TEP) and a member of the Institute of Banking & Finance (IBF) Private Banking & Family Office industry workgroup. She is also a senior member of the WMI Global-Asia Family Office Circle and currently serves as President of the Association of Independent Wealth Managers (AIWM) Singapore.

Jeffrey previously worked at BNP Paribas Wealth Management, UBS AG, Bank of Singapore, ANZ with senior roles in business risk management, business management, products, advisory, sales management and strategic planning. In BNP Paribas, Jeffrey demonstrated excellent leadership skills both in business acumen and ability to effectively develop and manage the global business risk management. From a regional business management perspective, he has also excelled in strategy thinking and develop global functional standards and operation framework. In UBS, Jeffrey was a director focused on all aspects of the business management within Investment Product and Services. He was nominated as the top business manager by absolute revenue amount the advisory services of UBS and was awarded with the CEO Asia Pacific Award in 2014 for the Best Partnership Awards of Banking Products APAC. He has also orchestrated and pioneer the development of platform solutions for Banking Products APAC. In Bank of Singapore, Jeffrey was instrumental to develop and cascading the Greater China’s strategy/mission statement and implement appropriate rewards and recognition and coaching to align personal, business and platform with company goals, including growth of asset under management and collaboration with OCBC. In Australia and New Zealand Banking Group, Jeffrey was involved in business management role in Commercial Banking for Hong Kong. He also spearheaded the collaboration with Trade Finance, Cash Management and Global Markets to proliferate the RMB products liberalization to realize the Bank’s Greater China Strategy.

Chowdhary is the CEO and Co-Founder of Lighthouse Canton. He is responsible for driving the company’s vision and objectives as well as overall business directions. He oversees the Multi-Family Office, Asset Management and Bespoke Solutions businesses and creates synergy between the verticals. He was born in a small town named Shimla, in the state of Himachal Pradesh. He originally qualified with a Bachelor of Technology degree in Civil Engineering and then attained a Post Graduate Diploma in Business Management from Symbiosis Centre for Management. Married with a son of almost 17 and a daughter of 10 years old, Chowdhary enjoys quiet times at home in Singapore, reading and watching cricket on TV. His music tastes are wide-ranging, with favourite bands names such as U2, Metallica and Dire Straits. On the business front, he had more than 20 years of experience prior to co-founding Lighthouse Canton in 2014. Previously, he was a Managing Director at Credit Suisse Private Bank, where he managed the Ultra High Net Worth portfolio for the bank. Prior to that, he spent more than six years at Citibank in India. “Citibank was a great start to my career,” he recalls, “as I learned much about many different aspects of banking. Credit Suisse was then a great move, and I thoroughly enjoyed my time there. In fact, before I founded this firm, I took them into my confidence in an open manner, and they were very supportive, for which I have great respect.” He also reports that on a personal level, the pandemic has helped in some respects to re-balance his work and life perspectives. “Some travel was simply not really necessary before,” he says, “and I say that as a generalisation, not only for me. And the extra time many people have found since the lockdowns has helped them connect more regularly to friends and family digitally, so whilst being remote, they have been able and willing to connect more regularly. Like others, I have been able to also focus more on exercise and health and welfare, all of which have been in very sharp focus since last year.” And his final comment is that the wealth industry even today remains true to its history and values, and with the immense opportunities ahead, is still a good place for younger and ambitious people to develop a career. “Regulation means this industry cannot move as fast as some other industries,” he observes. “For those willing to make the commitment to the continuous development of expertise and service, for those with the right attitudes and approaches, with the requisite people skills and empathy, there is great potential ahead.”

Arthur Fong is the CEO of One Heritage Capital Management (Singapore). 1H is a Licensed Fund Management Company and an External Asset Management that offers wealth management services to high-net-worth individuals and family offices. The company is a wholly owned subsidiary of One Heritage Holdings Group Limited which is headquartered in Hong Kong and licensed for Type 4 and Type 9 activities by the Securities and Futures Commission. Powered by 19 years of successful growth with a presence in 11 cities around the globe, the Group offers a comprehensive suite of services across wealth management, global property development & management, as well as innovative solutions for enterprise management technology. The Group’s property business is led by One Heritage PLC, a UK-based company that is listed on the London Stock Exchange. One Heritage PLC focuses on the residential sector primarily in the north of England. Additionally, the Group holds a Hong Kong trust license under One Heritage Trust. Before 1H he was the Managing Director at Schroders & Co. Asia Ltd. The firm adopts an Independent Asset Manager model (IAM) with a Multi Custodial Platform, serviced by banks with External Asset Manager platforms that supports Multi Family Offices. Prior to Schroders he was MD and Market Head of Greater China at Bank of Singapore. With 33 years of banking experience, of which 30 years were in Private Banking, with an extensive market exposure to Indonesia, Malaysia, Singapore and Greater China. He is therefore, culturally "plugged-into" clients' nuances and familiar with local practices in Asia.

Philipp joined Expersoft in 2010 as Sales Manager, and subsequently the company management in 2012. In the role of Head of Sales he has spearheaded Expersoft’s sales growth in recent years. His background is technology and business; before he joined Expersoft he worked for 10 years with a global software vendor. Over the past 20 years he has been in the roles of developer, support manager, project manager, key account manager, and sales manager. He is currently CEO of Expersoft and also responsible for the Sales Department. Philipp is an ETH-graduated engineer in information systems and business administration.

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.

Lucie Hulme, Executive Director, is Chief Executive Officer and member of the Investment Committee. She was part of the founding team of TriLake Partners in 2011 and has more than 20 years of experience gained in the independent asset management and private banking industry. Prior to joining TriLake Partners, Lucie was a relationship manager at Société Générale Private Banking (Suisse) S.A. She also worked for the Middle Eastern desk at Crédit Agricole (Suisse) S.A and for an independent asset management firm based in Geneva, The Forum Finance Group (Suisse) S.A. Lucie was former President of the Association of Independent Wealth Managers in Singapore (AIWM) and has served on the Committee for 9 years. She has been appointed as Member of the Institute of Banking & Finance (IBF) Private Banking Industry Workgroup from 2019 to 2022 and is also a Membership Committee Member for WMI Global-Asia Family Office Partners Circle. Lucie holds a Bachelor of Business Administration from Webster University Geneva and speaks fluent English and French.

Co-founder and Group CEO of Helicap David has a decade of experience across investment banks - Morgan Stanley, Credit Suisse, and Nomura. Leaving banking in 2016, he founded 33 Capital, an investment firm focused on FinTech and e-commerce startups in Southeast Asia, and became aware of how difficult it was for private investors to find quality alternative investment opportunities. Leveraging his wealth management and venture capital experience, he created a tech-enabled platform that would be the go-to resource for investors seeking private investment opportunities with attractive risk-return profiles. In 2019, he was named Top FinTech Leader by the Singapore FinTech Association and then Singapore Founder Finalist for the MAS FinTech Awards in 2020. He graduated from the National University of Singapore as a University Scholar and also spent a semester abroad at the University of Southern California. Additionally, he holds a certification in FinTech from MIT. During his free time, he enjoys sports, wine, and traveling with his family.

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.

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

Michel has over 20 years experience in financial services, with a focus on private banking and wealth management in Europe and Asia-Pacific. Before founding OneRock, he held leadership positions as Senior Manager, CEO, COO and member of the Board of Directors of licensed private banking entities and investment funds in Europe and Asia.

Urs founded Expersoft Systems in 1993 and has been successfully leading the company ever since. His vision, entrepreneurship and knowledge of the financial services sector has driven Expersoft to become the provider of world-class software products that it is today.

Andrew Hendry is Head of Distribution, Asia at Janus Henderson Investors. In this role, his primary focus is to maintain, grow and diversify the distribution business across Asia (excluding Japan and Australia). Prior to joining the firm, he was head of distribution Asia Pacific at Aberdeen Standard Investments from 2018. He was a managing director at Westoun Advisors from 2016 and head of Asia Pacific, managing director with M&G Investments from 2011. Andrew began his career at The Capital Group Companies in 1998, most recently as director of Global business development from 2002. Andrew received his MA degree in Economics and French from St Andrews University and an MBA from INSEAD. He holds the Chartered Financial Analyst designation and has 24 years of financial industry experience

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.

Radek is a senior financial industry practitioner with more than 17 years of work experience in payments, credit risk, and consumer lending. Former Consulting Director at PwC responsible for consumer finance and retail banking. Later, a partner in a boutique credit risk consultancy. Radek is an affiliate member of the Chartered Institute for Securities & Investments, has a dual Master’s degree in Management and Information Systems, MBA from IE Business School, and is a certified Project Manager.

Laura Lui is a Partner and co-Chief Investment Officer of Premia Partners. Laura has over 12 years of experience in the financial industry with rich experience in index and quantitative investments and capital markets development. Prior to Premia Partners, Laura led the Index and Quantitative Investment team at ICBC Credit Suisse International and was responsible for all aspects of the firm’s index and quantitative investment business. Before that, Laura was the Head of ETF and Index Team at Mirae Asset Global Investments (HK). Earlier in her career, Laura has also gained extensive trading experience on Asian Equities, multi-asset derivatives and other listed products including as ETF liquidity providers and participating dealers from her previous roles with RBS and JPMorgan Chase Bank. Laura has an Honours BSc degree in Actuarial Science and Statistics from the University of Toronto, and a MS degree in Global Finance from New York University and Hong Kong University of Science and Technology.

呂靄華 (Laura) 擁有豐富指數、量化投資及資本市場經驗。加入Premia Partners 之前， Laura 是工銀瑞信資產管理（國際）的指數及量化投資團隊負責人，以香港為基地創立公司中國境外的指數及量化投資業務，包括在香港及歐洲交易所掛牌的ETF產品。在此之前，Laura 曾是未來資產環球投資（香港）的ETF及指數部門主管，負責未來資產韓國以外ETF業務發展，包括與美國Horizon的ETF合作項目。Laura 早期於蘇格蘭皇家銀行及摩根大通任職ETF流通量提供者及交易員，因此對亞洲股票、多元資產衍生工具及其他上市產品以及買賣雙方資本市場交易運作有豐富深入的實戰經驗。 Laura 畢業於多倫多大學的精算科學及統計學學系，並於紐約大學及香港科技大學修畢環球金融碩士課程。

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

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

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

Bryan Henning is a wealth management specialist with over 30 years of experience. He represents Eton Solutions as Senior Vice President of International Sales. Bryan is based in Singapore, where he leads Sales & Marketing efforts in the Asia Pacific region. As Senior VP of International Sales, he leads client interactions, sales, implementation, and services throughout the Asia Pacific region and supports all company operations in Singapore. Throughout his multi-decade career, Bryan has worked in banking and wealth management, leading divisions for Standard Chartered Bank, Barclays Wealth, and HSBC, where he developed and managed all aspects of wealth management offerings to retail, mass affluent, HNW, and UHNW clients. While Bryan has successfully built and run wealth management and investment product and services businesses in Africa, the Middle East, and Europe, the majority of his experience is based in Asia. He is a Permanent Resident of Singapore, where he currently resides, and he has Canadian and Australian roots.

Drawing upon his extensive leadership experience and industry knowledge, Arjan is responsible for the entire products and services offering in Asia and overlooks the regional investment strategy. Arjan started his financial career with Hollandsche Bank Unie (HBU), serving Private, Corporate and Institutional clients within a dealing room environment, and subsequently became Head of Treasury & Special Products Private Clients in the Netherlands. He has over 14 years of experience with ABN AMRO Private Banking, of which more than 7 years were spent in Asia. In early 2006, he relocated to Singapore to take up the position of Regional Head of Treasury & Special Products for Private Banking in Asia with ABN AMRO. With his strong understanding of the needs of Asian clients, Arjan moved to Hong Kong in April 2010 and was appointed Head of Private Banking for North Asia. Following this, he was appointed Head of North Asia at ANZ Private Bank before being appointed Head of Integration for ANZ Retail & Private Wealth Asia in April 2016. Arjan was appointed Head of Markets & Investment Solutions Asia at Indosuez Wealth Management in February 2017. Arjan graduated with a Master of Science in Business Economics from Nyenrode University, the Netherlands.

As Chief Operating Officer of Eightstone Pte Ltd, a Singapore licensed Multi Family Office, Chiara is responsible for the day-to-day operating activities of the company. She has a passion for corporate planning, project coordination and operational implementation of business strategies. Chiara has been working in the MFO/ EAM space since 2013. In addition, since 2017, she has been serving pro bono as an elected committee member of the Association Independent Wealth Managers of Singapore (AIWM), currently holding the Vice-President position. In her previous life, she was a public affairs consultant in Brussels and London where she gained valuable insights into the art of developing public advocacy programmes. Chiara holds a MSc in Politics and Government in the EU from the London School of Economics and a BA/ MSc in International Relations from the Graduate Institute for International Studies, Geneva.

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

Andrew Hendry is Head of Distribution, Asia at Janus Henderson Investors. In this role, his primary focus is to maintain, grow and diversify the distribution business across Asia (excluding Japan and Australia). Prior to joining the firm, he was head of distribution Asia Pacific at Aberdeen Standard Investments from 2018. He was a managing director at Westoun Advisors from 2016 and head of Asia Pacific, managing director with M&G Investments from 2011. Andrew began his career at The Capital Group Companies in 1998, most recently as director of Global business development from 2002. Andrew received his MA degree in Economics and French from St Andrews University and an MBA from INSEAD. He holds the Chartered Financial Analyst designation and has 24 years of financial industry experience

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

A recognised thought leader in the region, Mark is the EY Asia-Pacific Wealth & Asset Management Leader and Advisory Leader. He has led projects across the buy-side, including strategy, risk and regulations, operating model, customer and growth, with the majority of his time focused on business and digital transformation. Prior to joining EY, Mark spent over 20 years in the financial technology industry, providing services to the same community. This included fintech start-ups, VC raising and exits. He received a master’s degree from the University of Oxford.