INDEPENDENT WEALTH MANAGEMENT FORUM - Singapore 2024

Anthonia HUI is a self-made success story who started from humble beginnings. She is the co-founder of AL Wealth Partners, a specialty firm providing independent wealth advisory, fund management and multi-family office services, which holds the Monetary Authority of Singapore (MAS) Capital Markets Services License for global accredited and institutional investors. As a trusted advisor to families, Ms. Hui manages three to four generations of wealth and takes on board key family office functions. Ms. Hui has achieved great success and recognition in the international private wealth management arena with her exceptional drive, determination and perseverance. Ms. Hui is a former top banker in major international banks including Coutts, Credit Suisse, BNP Paribas and Citigroup, with over three decades of experience in private banking, wealth management and family offices in London, Paris, Zurich, Hong Kong and Singapore. Her in-depth, multidisciplinary knowledge and experience have given her international insights that few bankers can claim. Ms. Hui co-founded the Association of Independent Asset Managers in Singapore with other like-minded members, a professional body of Independent Asset Management (IAM) firms, to support the nation’s drive to be a leading global wealth management center. As President, Ms. Hui leads initiatives to assist members in promoting industry best practices as well as understand and meet regulatory issues related to IAM’s independent business model. In November 2014, Ms. Hui was conferred the title of “IBF Fellow” by the Institute of Banking and Finance (IBF), the standard-setting body for financial sector competencies in Singapore. The “IBF Fellow” is launched to recognize professionals who are key practitioners and thought leaders in the financial industry. Ms. Hui is credited for her exemplary role in developing the private banking and independent asset management (IAM) industries in Singapore. Ms. Hui was involved in setting up and implementing the “Financial Industry Competency Standards” (FICS), a benchmark-setting framework for professional achievement in the wealth management industry. The FICS is initiated and supported by MAS/IBF, where Ms. Hui is an active member in the Advisory Committee. Ms. Hui is also committed to grooming talent in the industry. She is a leader and influencer in the banking community and is frequently invited to speak at universities and investment bodies both in Singapore as well as abroad.  She lectures in workshops, seminars and courses to mentor students and professionals in wealth management and has contributed significantly in the design of professional courses and curriculum.   In addition, Ms. Hui also advises on restructuring of wealth management practices for financial institutions. She is a frequent speaker in international private wealth management and family office forums.

Daniel C. Chung is Chief Executive Officer, Chief Investment Officer and Portfolio Manager of several Alger strategies. Dan joined Alger in 1994 and has 29 years of investment experience. He was named Chief Investment Officer in September 2001, President in 2003, and CEO in 2006. Dan is also a member of The Alger Partners Plan. Throughout his tenure at Alger, he has made numerous TV appearances on Bloomberg, CNBC, and Fox Business. Dan has also been featured and quoted frequently in Barron’s, Citywire, Forbes, Investment News, Pensions & Investments, and USA Today. Prior to joining Alger, Dan was an associate at Simpson Thacher & Bartlett LLP in New York City in 1989 while he earned an LL.M. from New York University. He earned his J.D. magna cum laude from Harvard Law School in 1987, where he was an editor of the Harvard Law Review. After graduating, he served as law clerk for the Honorable Justice Anthony M. Kennedy, United States Supreme Court. Dan graduated from Stanford University with B.A. and B.S. degrees, with Distinction and Phi Beta Kappa, in 1984. Dan is also a CFA charterholder and a member of the CFA Institute. Dan currently serves as a board trustee and former chairman of The Nature Conservancy in the State of New York and is a Global Campaign Committee Member of The Nature Conservancy. He is also actively involved with the Stanford in New York Internship Program, and frequently contributes to and supports various charitable organizations including the Harlem Education Activities Fund (HEAF) and Target Margin Theater.

Jackson serves as both the Chief Operating Officer (COO) and Chief Technology Officer (CTO) at Azimut Investment Management Singapore. In the role of COO, he plays a crucial role in steering Azimut's growth and overall success, offering vital support to the board and the CEO. His duties encompass devising impactful business strategies, spearheading digital initiatives, elevating Azimut's brand value, and overseeing all aspects of business operations. Under his guidance, the company has achieved impressive milestones, doubling its revenue and staff strength while also earning recognition as the best EAM (External Asset Manager) in Asia (2023). Furthermore, he has established the marketing function from inception. Within the lean yet talented marketing team, we've led the firm to success in multiple award campaigns and achieved a remarkable 200% increase in our digital presence and engagement rate. In his capacity as the CTO, Jackson leads the way in FinTech, digital transformation, and cybersecurity initiatives and strategies. He pioneered the creation of the technology function from the ground up, fundamentally reshaping the organization's approach to work. Alongside his exceptional team, they've fully digitalized conventional finance, marketing, and human resources operations, all the while implementing resilient cybersecurity measures to handle and counteract cyber threats. In the FinTech domain, Jackson is presently deeply involved in a range of projects encompassing WealthTech, blockchain, tokenization, and digital assets. He is also actively engaged in discussions on thought leadership concerning artificial intelligence.

Mr. Jake Chow is a Portfolio Manager with the Portfolio Management team at CGS SG. His primary responsibilities include managing discretionary investment mandates for the team, conducting quantitative research to uncover new sources of alpha; building proprietary strategic/tactical asset allocation models, multi-factor equity strategies and mutual fund selection models. Prior to his current role, Jake served as a market strategist for 5 years with CGS-CIMB Research Pte. Ltd., the firm’s research arm. During this tenure, he pioneered the development of the firm’s family of proprietary quantitative factor models, most notably the CQM Dual Momentum Models. Jake holds a Bachelor of Business majoring in Economics and Finance from the RMIT University (Melbourne). He is a Chartered Market Technician® (CMT), member of the CMT Association and co-chair of the Singapore CMT Chapter.

As a Regional Director in Dimensional’s Global Client Group, Sam Gillespie, CFP® is responsible for supporting independent wealth management professionals in Singapore and Hong Kong to better understand capital markets, financial research and its application to investment solutions. With Dimensional he has held a multitude of roles serving wealth managers across the United States and Asia, relocating to Dimensional’s Asia Headquarters in Singapore in 2019. In his role as Regional Director, he has helped wealth management firms refine their investment proposition, build out their client communication frameworks, and helped them position themselves for robust growth in an ever-changing intermediary market. Sam received a bachelors in Economics from the University of Texas at Austin, and holds the CERTIFIED FINANCIAL PLANNER™ certification.

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.

Steve Sonderegger is Executive Director at Expersoft Systems, where he has built a career spanning over 18 years. In his current role, held since May 2023, and previously as Head of APAC from August 2014, Steve has led strategic initiatives and managed operations across the Asia-Pacific region. His journey at Expersoft also includes contributions as Regional Account Manager APAC and in Project Management. Before Expersoft, Steve was a Customer Advisor at Credit Suisse for nearly eight years, laying the groundwork for his expertise in financial services. He is bilingual in English and German.

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.

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

Andrew Cox is an equity Investment Specialist at Janus Henderson Investors, a position he has held since 2023. In this role, he is responsible for articulating Janus Henderson’s view on equity markets, the macroeconomic environment, and representing the firm’s suite of equity products. Prior to joining the firm, Andrew held consultancy roles and before that was head of investor relations and corporate development at Globalworth, a publicly-traded real estate investment company from 2017. He held several roles with Ell Capital, most recently as an equity portfolio manager from 2014 to 2017 and as an analyst from 2007 to 2009. He was a portfolio manager with GIC from 2011 to 2014. Earlier, he was a sell-side equity research analyst at Numis from 2009 and began his career at Schroders in 2001. Andrew earned an MA degree (Hons) in economics from the University of St Andrews. He holds the Chartered Financial Analyst designation and has 19 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.

Aleksey Mironenko is Global Head of Investment Solutions at Leo Wealth, an independent global wealth advisor. Based in Hong Kong, Aleksey is responsible for constructing client portfolios and overseeing the firm’s investment function. He is a strong believer in cost-efficient portfolio construction and asset allocation as the primary drivers of investor returns and thrives on achieving meaningful results and providing considered counsel to clients. Prior to Leo Wealth, Aleksey was Partner and Chief Distribution Officer at Premia Partners, a Hong Kong ETF provider. During his time there, Aleksey helped build the fastest growing ETF provider in Hong Kong, taking the firm from inception to 8th by assets in Hong Kong in 3 years. Before Premia, Aleksey held various leadership positions at iShares, including Head of APAC Fixed Income and Head of Asia ex-Japan Institutions. Prior to moving to Hong Kong, he was based in BlackRock’s London, Tokyo and New York offices, helping institutions invest globally. Aleksey earned a Bachelor of Science degree, magna cum laude, in Finance and General Accounting from the Leonard N. Stern School of Business at New York University. He is an avid rower, runner and traveler, and, most importantly, father to two beautiful girls and husband to one awesome Aussie.

Joyce is head of Singapore at Leo Wealth and is responsible for overseeing the Singapore office operations and business development efforts. She has over 30 years of corporate and private banking experience in Singapore and South-East Asia. She is proficient in credit, operations, compliance, risk management, investment advisory, and client relationship management. Prior to joining Leo Wealth, Joyce founded Jachin Capital, a capital markets services licensed fund manager based in Singapore. This capped a career with major financial institutions including Merrill Lynch, Citigroup, UBS, Morgan Stanley, OCBC and DBS.

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.”

Emmanuel Guillaume is Head of External Asset Managers, Asia-Pacific for Lombard Odier. Emmanuel is responsible for leading Lombard Odier’s intermediary business in Asia-Pacific (APAC), overseeing a team of professionals committed to delivering best-in-class private banking services and innovative solutions for intermediaries in APAC. Residing in Singapore since 2002, Emmanuel has extensive experience in advisory and sales roles covering external asset managers in Singapore and Hong Kong. Before joining Lombard Odier, he was Head of Structured Solutions & Investments Asia at Vontobel. Prior to this, he was Head of Investments at Citibank and Head of Structured products Asia at UBP. Emmanuel has significant expertise in bespoke investment solutions. He graduated from EM Lyon Business School, and also holds a Master’s degree from Université Paris Dauphine-PSL.

Jeslin is a Gen Z who is passionate about the wealth management industry and is part of an exciting new wave of wealth managers coming through. In 2022, she joined MOIQ Capital – a leading wealth manager focused on the NextGen – working her way up to be a key member and now partner of the firm. Strongly valuing integrity and trust, she believes that open communication is essential for building long-term relationships. For her, wealth management is more than a profession; it's a way to touch lives, fulfil dreams, and inspire others. Jeslin holds a BSc (Hons) in Finance from the University of Newcastle in the UK and is currently pursuing a MSc in Wealth Management at Singapore Management University.

Alex Yang is currently Sales Director of Manager Selection & Equity Research Solutions at Morningstar Investment Management Asia, responsible for the business development of its Equity Research and Manager Research and Selection offerings across Asia. Prior to Morningstar, Mr. Yang worked for several asset management institutions such as Samsung Asset Management and Harvest Global Investments, advising institutional clients on an array of investment solutions including mandates/SMAs, mutual funds and ETFs, and driving investor education initiatives. Previously, Mr. Yang also served several business development roles at Intercontinental Exchange (parent company of NYSE) and S&P Dow Jones Indices, where he was responsible for driving index and ETF-related business in Greater China. Mr. Yang holds a license for Type 4 regulated activity (advising on securities) issued by the Securities and Futures Commission of Hong Kong and a financial advisory license under the FAA issued by the Monetary Authority of Singapore. He also holds a Master’s Degree in Global Communication at the Chinese University of Hong Kong and a Postgraduate Diploma in Investment Management at the University of Hong Kong.

Graham Morrall is International Sales Director at Moventum S.C.A. He is an international financial services industry executive in the International Retail & HNW Financial Services markets currently based in the UAE having worked in the UK, Hong Kong, Singapore and across multiple jurisdictions. He has specialized in sales, distribution and marketing across a number of senior leadership roles for cross border life insurers working closely with IFAs, banks, trust companies and fund managers to bring retail and institutional life, savings and investment solutions to the market. Graham holds a BA (Hons.) European Business Administration from Middlesex University and a Diplôme d'Etudes Supérieures Européennes de Management from ESC Reims/Neoma together with a number of industry qualifications. He has established a high-quality, global network across four continents, including distributors, IFAs, and various firms, nurtured over two decades. Graham excels in creating organizational structures, implementing performance management, and leading cross-cultural, cross-border teams to achieve ambitious objectives.

Rebecca Chua is the Managing Partner of Premia Partners, leading the overall management of the firm since founding of the firm in 2016. She was previously the Assistant Chief Executive of ICBC Credit Suisse Asset Management International, where as Deputy to the CEO she led the international platform build out and strategic partnerships for the asset management joint venture between ICBC and Credit Suisse. Before that Rebecca was a Director at BlackRock, responsible for strategy and business management for APAC Fundamental Equities, and strategic engagements with regulators and joint venture partner Bank of China. Earlier in her career Rebecca was the Director in charge of the Office of the Chairman at Marsh & McLennan Companies (MMC) Asia, where she was responsible for driving corporate development, research, strategy and business management, talent development, and regulatory and partnership engagements for MMC operating companies including Marsh, Mercer, Guy Carpenter, Oliver Wyman, Lippincott, Putnam and Kroll across 13 different Asian geographies. Rebecca started as a corporate banker at Standard Chartered Bank, specializing in credit and commodity finance. Outside of Premia, Rebecca is an advisor to the President of the Pacific Pension & Investment Institute (PPI), and a member of the HKEX Listing Committee. Rebecca holds a BBA degree from the Hong Kong University of Science & Technology and an MBA degree from the Yale School of Management. She is a fellow member of the Association of Chartered Certified Accountants (FCCA), and a CFA and FRM charterholder.

Tan Woon Hum is widely regarded as one of the rare senior market leaders specialising in investment funds, REITs and trusts, especially Variable Capital Companies (VCCs) and family offices. He heads a team of specialist lawyers in the Trust, Asset & Wealth Management practice at major Singapore law firm Shook Lin & Bok LLP. He is ranked as a Band 1 leading investment funds lawyer by Chambers Asia-Pacific since 2014 and top 100 lawyer in Singapore by Asia Business Law Journal in 2023. He advises on fund formation, (including hedge funds, private equity funds, venture capital funds, real estate funds and single-family funds) using Singapore funds (including VCC) and offshore funds structures (eg. Cayman LP funds and segregated portfolio companies). He drafts and reviews the full range of fund documents and is extremely well versed with independent asset managers, external asset managers, multi-family offices and single-family offices, and has an extremely strong track record in securing the relevant regulatory licences and exemptions. His excellent and long-term professional relationship with the local regulators, authorities and major industry players add credence to his practice. He has advised on and helped clients launched about 100 VCCs as at May 2023. He has extensive experience in advising private clients (including ultra-high net worth individuals and single-family offices) and trustees on the establishment of private trusts, family offices, single-family funds, Sections 13O and 13U (formerly 13R and 13X) structures and drafts trust documents, fund documents, global investor programme documents and family charters. Woon Hum is bi-lingual (English and Mandarin), has a law degree and a MBA (Finance). He is a highly sought after speaker and speaks regularly at public conferences, forums and seminars since 2002 in Singapore, Beijing, Shanghai, Hong Kong, Dubai, Bangkok, Ho Chi Minh and Kuala Lumpur.

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.

Zac has experience in all areas of international private client law including cross border tax, trust, estate, family, divorce and succession laws. Zac also has extensive experience advising in relation business family and family office governance and succession planning, and international private client regulatory laws, including the Common Reporting Standard, Mandatory Disclosure Rules, Economic Substance Rules and Beneficial Ownership Registers.

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).

Mandeep Nalwa is a wealth advisor with over 20 years of banking experience. He has managed High Net Worth client relationships across Asia with leading private banks like HSBC, Merrill Lynch and Citibank. He has been the primary advisor on large client portfolios and has been responsible for suitable development and implementation of customized investment advice and portfolio management. Prior to setting up Taurus, Mandeep had spent most of his career with various private banks in the Asia-Pacific region with specific exposure to Equities, Fixed Income, Currencies, Derivatives and Managed Assets. As the Chief Executive Officer of Taurus Wealth Advisors Pte. Ltd. in Singapore, advising High Net Worth Individuals within the framework of a multi-family office, Mandeep has successfully built up a team of experienced financial advisors, providing unbiased investment advice to the wealthy with total assets under advice currently in excess of USD 1.7 Billion. Mandeep is a member of the founding committee of the Association of Independent Asset Managers (AIAM) in Singapore. He is an alumnus of the Indian Institute of Management, Ahmedabad, India and the Sriram College of Commerce, Delhi University, India.

Noli has worked in the financial services industry across four continents for over 25 years. After working as a financial consultant for AXA in Los Angeles, Noli joined UnionBank of the Philippines in 1996 where he was the trust officer and later, the head of market risk management. In 2002 he moved to HSBC where he handled marketing, product development and training for the wealth management business. He was then assigned to the Channel Islands in the United Kingdom to train HSBC Bank International’s financial advisers around the world from 2005-08. He returned to Manila to head HSBC’s trust department before joining EastWest Bank where he was the trust officer and chief investment officer. Noli joined Singapore asset manager TriLake Partners Pte Ltd as their chief investment officer in 2016. A cum laude graduate of the University of the Philippines School of Economics, Noli has taught Advanced Investment Management in the university’s masteral program in Finance. He earned his CFA charter in 2001 and is a former president of the CFA Society of the Philippines. He remains an active volunteer with the CFA Program and has served CFA Institute in various working committees for the last fifteen years.

Srutaban Mukhopadhyay serves as the Chief Product Officer (CPO) for Valuefy Solutions and is a senior member of the team. Based in India, he is the chief architect behind our product development and strategy, creating niche, problem-solving solutions for Banks, Wealth Managers, Independent Asset Managers, and Family Offices. With over two decades of diversified experience in Banking and Capital Markets, Srutaban is a qualified Chartered Accountant and an alumnus of the prestigious Indian Institute of Management, Lucknow. Before joining Valuefy, he was the Head of Investment Advisory and Multi Asset Class Portfolio Strategies at Barclays Private Bank, India, managing over USD 3.5 billion in AUM. His banking career includes diverse roles across product and program management functions during his tenures at Axis Bank (formerly UTI Bank), ABN Amro Bank N.V./RBS Bank N.V., and Barclays Bank Plc. Passionate about the synergy between Finance and Technology, he was a founding mentor at Barclays RISE, Mumbai chapter—a fintech startup incubator initiative. Srutaban is motivated by the vision to establish a leading global wealth tech firm out of India. His career is distinguished by profound expertise, a forward-thinking approach to product strategy, and a steadfast commitment to delivering scalable and strategic product solutions that ensure client success.

Sihem Labbas is Head of Benelux & French Speaking Regions at WisdomTree. Prior to the acquisition of ETF Securities, Sihem was Sales Director for Switzerland, France, Belgium, Monaco, and Luxembourg for the company, which she joined in 2011. She started her career in convertible bonds at Credit Agricole CIB and later joined the equity derivatives sales desk at Barclays Capital. Sihem holds a master’s degree in Banking and Finance and graduated in Economics and Finance from the University Paris Dauphine in France.

David CHEE is a Partner in the Private Wealth and Middle East Practices. David was called to the bar in 2004 and apart from legal practice, he has also worked as an in-house counsel in trust companies and as a wealth planner in private banks. Having spent almost 20 years in the wealth management sector, David has deep industry insight and a strong network with industry participants. His principal areas of expertise are wealth and succession planning, trusts and philanthropy. In the private wealth space, David advises ultra high-net-worth clients on all aspects of their international wealth and succession planning concerns which include generational wealth transfer, asset protection, asset preservation, family business succession, family governance, structured philanthropy, tax planning and the establishment of family trusts and family offices. In the area of trusts, David also advises professional trustees on various matters related to their trust business, such as trust structuring and restructuring, licensing and regulatory requirements, risk management and the administration of trusts and estates. Apart from family trusts, David also advises on trusts in other areas such as charity, investments, debt restructuring, employee benefit programs, environmental restoration and rehabilitation projects. In his philanthropy practice, David advises on the establishment, governance, regulatory requirements administration and restructuring of charities and non-profit or philanthropic entities. These include institutions of public character and donor advised funds. His clients include a sovereign wealth fund, a trade union, financial institutions, family offices and large business organisations. David is a member of the Society of Trust and Estate Practitioners, the Law Society of Singapore and the Singapore Academy of Law. He serves on the boards of an international non-profit organisation and an Institution of Public Character. David is also an active speaker and trainer.

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.

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.”

Mandeep Nalwa is a wealth advisor with over 20 years of banking experience. He has managed High Net Worth client relationships across Asia with leading private banks like HSBC, Merrill Lynch and Citibank. He has been the primary advisor on large client portfolios and has been responsible for suitable development and implementation of customized investment advice and portfolio management. Prior to setting up Taurus, Mandeep had spent most of his career with various private banks in the Asia-Pacific region with specific exposure to Equities, Fixed Income, Currencies, Derivatives and Managed Assets. As the Chief Executive Officer of Taurus Wealth Advisors Pte. Ltd. in Singapore, advising High Net Worth Individuals within the framework of a multi-family office, Mandeep has successfully built up a team of experienced financial advisors, providing unbiased investment advice to the wealthy with total assets under advice currently in excess of USD 1.7 Billion. Mandeep is a member of the founding committee of the Association of Independent Asset Managers (AIAM) in Singapore. He is an alumnus of the Indian Institute of Management, Ahmedabad, India and the Sriram College of Commerce, Delhi University, India.

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.

As a Regional Director in Dimensional’s Global Client Group, Sam Gillespie, CFP® is responsible for supporting independent wealth management professionals in Singapore and Hong Kong to better understand capital markets, financial research and its application to investment solutions. With Dimensional he has held a multitude of roles serving wealth managers across the United States and Asia, relocating to Dimensional’s Asia Headquarters in Singapore in 2019. In his role as Regional Director, he has helped wealth management firms refine their investment proposition, build out their client communication frameworks, and helped them position themselves for robust growth in an ever-changing intermediary market. Sam received a bachelors in Economics from the University of Texas at Austin, and holds the CERTIFIED FINANCIAL PLANNER™ certification.

Anthonia HUI is a self-made success story who started from humble beginnings. She is the co-founder of AL Wealth Partners, a specialty firm providing independent wealth advisory, fund management and multi-family office services, which holds the Monetary Authority of Singapore (MAS) Capital Markets Services License for global accredited and institutional investors. As a trusted advisor to families, Ms. Hui manages three to four generations of wealth and takes on board key family office functions. Ms. Hui has achieved great success and recognition in the international private wealth management arena with her exceptional drive, determination and perseverance. Ms. Hui is a former top banker in major international banks including Coutts, Credit Suisse, BNP Paribas and Citigroup, with over three decades of experience in private banking, wealth management and family offices in London, Paris, Zurich, Hong Kong and Singapore. Her in-depth, multidisciplinary knowledge and experience have given her international insights that few bankers can claim. Ms. Hui co-founded the Association of Independent Asset Managers in Singapore with other like-minded members, a professional body of Independent Asset Management (IAM) firms, to support the nation’s drive to be a leading global wealth management center. As President, Ms. Hui leads initiatives to assist members in promoting industry best practices as well as understand and meet regulatory issues related to IAM’s independent business model. In November 2014, Ms. Hui was conferred the title of “IBF Fellow” by the Institute of Banking and Finance (IBF), the standard-setting body for financial sector competencies in Singapore. The “IBF Fellow” is launched to recognize professionals who are key practitioners and thought leaders in the financial industry. Ms. Hui is credited for her exemplary role in developing the private banking and independent asset management (IAM) industries in Singapore. Ms. Hui was involved in setting up and implementing the “Financial Industry Competency Standards” (FICS), a benchmark-setting framework for professional achievement in the wealth management industry. The FICS is initiated and supported by MAS/IBF, where Ms. Hui is an active member in the Advisory Committee. Ms. Hui is also committed to grooming talent in the industry. She is a leader and influencer in the banking community and is frequently invited to speak at universities and investment bodies both in Singapore as well as abroad.  She lectures in workshops, seminars and courses to mentor students and professionals in wealth management and has contributed significantly in the design of professional courses and curriculum.   In addition, Ms. Hui also advises on restructuring of wealth management practices for financial institutions. She is a frequent speaker in international private wealth management and family office forums.

Tan Woon Hum is widely regarded as one of the rare senior market leaders specialising in investment funds, REITs and trusts, especially Variable Capital Companies (VCCs) and family offices. He heads a team of specialist lawyers in the Trust, Asset & Wealth Management practice at major Singapore law firm Shook Lin & Bok LLP. He is ranked as a Band 1 leading investment funds lawyer by Chambers Asia-Pacific since 2014 and top 100 lawyer in Singapore by Asia Business Law Journal in 2023. He advises on fund formation, (including hedge funds, private equity funds, venture capital funds, real estate funds and single-family funds) using Singapore funds (including VCC) and offshore funds structures (eg. Cayman LP funds and segregated portfolio companies). He drafts and reviews the full range of fund documents and is extremely well versed with independent asset managers, external asset managers, multi-family offices and single-family offices, and has an extremely strong track record in securing the relevant regulatory licences and exemptions. His excellent and long-term professional relationship with the local regulators, authorities and major industry players add credence to his practice. He has advised on and helped clients launched about 100 VCCs as at May 2023. He has extensive experience in advising private clients (including ultra-high net worth individuals and single-family offices) and trustees on the establishment of private trusts, family offices, single-family funds, Sections 13O and 13U (formerly 13R and 13X) structures and drafts trust documents, fund documents, global investor programme documents and family charters. Woon Hum is bi-lingual (English and Mandarin), has a law degree and a MBA (Finance). He is a highly sought after speaker and speaks regularly at public conferences, forums and seminars since 2002 in Singapore, Beijing, Shanghai, Hong Kong, Dubai, Bangkok, Ho Chi Minh and Kuala Lumpur.

David CHEE is a Partner in the Private Wealth and Middle East Practices. David was called to the bar in 2004 and apart from legal practice, he has also worked as an in-house counsel in trust companies and as a wealth planner in private banks. Having spent almost 20 years in the wealth management sector, David has deep industry insight and a strong network with industry participants. His principal areas of expertise are wealth and succession planning, trusts and philanthropy. In the private wealth space, David advises ultra high-net-worth clients on all aspects of their international wealth and succession planning concerns which include generational wealth transfer, asset protection, asset preservation, family business succession, family governance, structured philanthropy, tax planning and the establishment of family trusts and family offices. In the area of trusts, David also advises professional trustees on various matters related to their trust business, such as trust structuring and restructuring, licensing and regulatory requirements, risk management and the administration of trusts and estates. Apart from family trusts, David also advises on trusts in other areas such as charity, investments, debt restructuring, employee benefit programs, environmental restoration and rehabilitation projects. In his philanthropy practice, David advises on the establishment, governance, regulatory requirements administration and restructuring of charities and non-profit or philanthropic entities. These include institutions of public character and donor advised funds. His clients include a sovereign wealth fund, a trade union, financial institutions, family offices and large business organisations. David is a member of the Society of Trust and Estate Practitioners, the Law Society of Singapore and the Singapore Academy of Law. He serves on the boards of an international non-profit organisation and an Institution of Public Character. David is also an active speaker and trainer.

Emmanuel Guillaume is Head of External Asset Managers, Asia-Pacific for Lombard Odier. Emmanuel is responsible for leading Lombard Odier’s intermediary business in Asia-Pacific (APAC), overseeing a team of professionals committed to delivering best-in-class private banking services and innovative solutions for intermediaries in APAC. Residing in Singapore since 2002, Emmanuel has extensive experience in advisory and sales roles covering external asset managers in Singapore and Hong Kong. Before joining Lombard Odier, he was Head of Structured Solutions & Investments Asia at Vontobel. Prior to this, he was Head of Investments at Citibank and Head of Structured products Asia at UBP. Emmanuel has significant expertise in bespoke investment solutions. He graduated from EM Lyon Business School, and also holds a Master’s degree from Université Paris Dauphine-PSL.

Daniel C. Chung is Chief Executive Officer, Chief Investment Officer and Portfolio Manager of several Alger strategies. Dan joined Alger in 1994 and has 29 years of investment experience. He was named Chief Investment Officer in September 2001, President in 2003, and CEO in 2006. Dan is also a member of The Alger Partners Plan. Throughout his tenure at Alger, he has made numerous TV appearances on Bloomberg, CNBC, and Fox Business. Dan has also been featured and quoted frequently in Barron’s, Citywire, Forbes, Investment News, Pensions & Investments, and USA Today. Prior to joining Alger, Dan was an associate at Simpson Thacher & Bartlett LLP in New York City in 1989 while he earned an LL.M. from New York University. He earned his J.D. magna cum laude from Harvard Law School in 1987, where he was an editor of the Harvard Law Review. After graduating, he served as law clerk for the Honorable Justice Anthony M. Kennedy, United States Supreme Court. Dan graduated from Stanford University with B.A. and B.S. degrees, with Distinction and Phi Beta Kappa, in 1984. Dan is also a CFA charterholder and a member of the CFA Institute. Dan currently serves as a board trustee and former chairman of The Nature Conservancy in the State of New York and is a Global Campaign Committee Member of The Nature Conservancy. He is also actively involved with the Stanford in New York Internship Program, and frequently contributes to and supports various charitable organizations including the Harlem Education Activities Fund (HEAF) and Target Margin Theater.

Rebecca Chua is the Managing Partner of Premia Partners, leading the overall management of the firm since founding of the firm in 2016. She was previously the Assistant Chief Executive of ICBC Credit Suisse Asset Management International, where as Deputy to the CEO she led the international platform build out and strategic partnerships for the asset management joint venture between ICBC and Credit Suisse. Before that Rebecca was a Director at BlackRock, responsible for strategy and business management for APAC Fundamental Equities, and strategic engagements with regulators and joint venture partner Bank of China. Earlier in her career Rebecca was the Director in charge of the Office of the Chairman at Marsh & McLennan Companies (MMC) Asia, where she was responsible for driving corporate development, research, strategy and business management, talent development, and regulatory and partnership engagements for MMC operating companies including Marsh, Mercer, Guy Carpenter, Oliver Wyman, Lippincott, Putnam and Kroll across 13 different Asian geographies. Rebecca started as a corporate banker at Standard Chartered Bank, specializing in credit and commodity finance. Outside of Premia, Rebecca is an advisor to the President of the Pacific Pension & Investment Institute (PPI), and a member of the HKEX Listing Committee. Rebecca holds a BBA degree from the Hong Kong University of Science & Technology and an MBA degree from the Yale School of Management. She is a fellow member of the Association of Chartered Certified Accountants (FCCA), and a CFA and FRM charterholder.

Jackson serves as both the Chief Operating Officer (COO) and Chief Technology Officer (CTO) at Azimut Investment Management Singapore. In the role of COO, he plays a crucial role in steering Azimut's growth and overall success, offering vital support to the board and the CEO. His duties encompass devising impactful business strategies, spearheading digital initiatives, elevating Azimut's brand value, and overseeing all aspects of business operations. Under his guidance, the company has achieved impressive milestones, doubling its revenue and staff strength while also earning recognition as the best EAM (External Asset Manager) in Asia (2023). Furthermore, he has established the marketing function from inception. Within the lean yet talented marketing team, we've led the firm to success in multiple award campaigns and achieved a remarkable 200% increase in our digital presence and engagement rate. In his capacity as the CTO, Jackson leads the way in FinTech, digital transformation, and cybersecurity initiatives and strategies. He pioneered the creation of the technology function from the ground up, fundamentally reshaping the organization's approach to work. Alongside his exceptional team, they've fully digitalized conventional finance, marketing, and human resources operations, all the while implementing resilient cybersecurity measures to handle and counteract cyber threats. In the FinTech domain, Jackson is presently deeply involved in a range of projects encompassing WealthTech, blockchain, tokenization, and digital assets. He is also actively engaged in discussions on thought leadership concerning artificial intelligence.

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.

Aleksey Mironenko is Global Head of Investment Solutions at Leo Wealth, an independent global wealth advisor. Based in Hong Kong, Aleksey is responsible for constructing client portfolios and overseeing the firm’s investment function. He is a strong believer in cost-efficient portfolio construction and asset allocation as the primary drivers of investor returns and thrives on achieving meaningful results and providing considered counsel to clients. Prior to Leo Wealth, Aleksey was Partner and Chief Distribution Officer at Premia Partners, a Hong Kong ETF provider. During his time there, Aleksey helped build the fastest growing ETF provider in Hong Kong, taking the firm from inception to 8th by assets in Hong Kong in 3 years. Before Premia, Aleksey held various leadership positions at iShares, including Head of APAC Fixed Income and Head of Asia ex-Japan Institutions. Prior to moving to Hong Kong, he was based in BlackRock’s London, Tokyo and New York offices, helping institutions invest globally. Aleksey earned a Bachelor of Science degree, magna cum laude, in Finance and General Accounting from the Leonard N. Stern School of Business at New York University. He is an avid rower, runner and traveler, and, most importantly, father to two beautiful girls and husband to one awesome Aussie.

Mr. Jake Chow is a Portfolio Manager with the Portfolio Management team at CGS SG. His primary responsibilities include managing discretionary investment mandates for the team, conducting quantitative research to uncover new sources of alpha; building proprietary strategic/tactical asset allocation models, multi-factor equity strategies and mutual fund selection models. Prior to his current role, Jake served as a market strategist for 5 years with CGS-CIMB Research Pte. Ltd., the firm’s research arm. During this tenure, he pioneered the development of the firm’s family of proprietary quantitative factor models, most notably the CQM Dual Momentum Models. Jake holds a Bachelor of Business majoring in Economics and Finance from the RMIT University (Melbourne). He is a Chartered Market Technician® (CMT), member of the CMT Association and co-chair of the Singapore CMT Chapter.

Andrew Cox is an equity Investment Specialist at Janus Henderson Investors, a position he has held since 2023. In this role, he is responsible for articulating Janus Henderson’s view on equity markets, the macroeconomic environment, and representing the firm’s suite of equity products. Prior to joining the firm, Andrew held consultancy roles and before that was head of investor relations and corporate development at Globalworth, a publicly-traded real estate investment company from 2017. He held several roles with Ell Capital, most recently as an equity portfolio manager from 2014 to 2017 and as an analyst from 2007 to 2009. He was a portfolio manager with GIC from 2011 to 2014. Earlier, he was a sell-side equity research analyst at Numis from 2009 and began his career at Schroders in 2001. Andrew earned an MA degree (Hons) in economics from the University of St Andrews. He holds the Chartered Financial Analyst designation and has 19 years of financial industry experience.

Graham Morrall is International Sales Director at Moventum S.C.A. He is an international financial services industry executive in the International Retail & HNW Financial Services markets currently based in the UAE having worked in the UK, Hong Kong, Singapore and across multiple jurisdictions. He has specialized in sales, distribution and marketing across a number of senior leadership roles for cross border life insurers working closely with IFAs, banks, trust companies and fund managers to bring retail and institutional life, savings and investment solutions to the market. Graham holds a BA (Hons.) European Business Administration from Middlesex University and a Diplôme d'Etudes Supérieures Européennes de Management from ESC Reims/Neoma together with a number of industry qualifications. He has established a high-quality, global network across four continents, including distributors, IFAs, and various firms, nurtured over two decades. Graham excels in creating organizational structures, implementing performance management, and leading cross-cultural, cross-border teams to achieve ambitious objectives.

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).

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.

Sihem Labbas is Head of Benelux & French Speaking Regions at WisdomTree. Prior to the acquisition of ETF Securities, Sihem was Sales Director for Switzerland, France, Belgium, Monaco, and Luxembourg for the company, which she joined in 2011. She started her career in convertible bonds at Credit Agricole CIB and later joined the equity derivatives sales desk at Barclays Capital. Sihem holds a master’s degree in Banking and Finance and graduated in Economics and Finance from the University Paris Dauphine in France.

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.

Steve Sonderegger is Executive Director at Expersoft Systems, where he has built a career spanning over 18 years. In his current role, held since May 2023, and previously as Head of APAC from August 2014, Steve has led strategic initiatives and managed operations across the Asia-Pacific region. His journey at Expersoft also includes contributions as Regional Account Manager APAC and in Project Management. Before Expersoft, Steve was a Customer Advisor at Credit Suisse for nearly eight years, laying the groundwork for his expertise in financial services. He is bilingual in English and German.

Srutaban Mukhopadhyay serves as the Chief Product Officer (CPO) for Valuefy Solutions and is a senior member of the team. Based in India, he is the chief architect behind our product development and strategy, creating niche, problem-solving solutions for Banks, Wealth Managers, Independent Asset Managers, and Family Offices. With over two decades of diversified experience in Banking and Capital Markets, Srutaban is a qualified Chartered Accountant and an alumnus of the prestigious Indian Institute of Management, Lucknow. Before joining Valuefy, he was the Head of Investment Advisory and Multi Asset Class Portfolio Strategies at Barclays Private Bank, India, managing over USD 3.5 billion in AUM. His banking career includes diverse roles across product and program management functions during his tenures at Axis Bank (formerly UTI Bank), ABN Amro Bank N.V./RBS Bank N.V., and Barclays Bank Plc. Passionate about the synergy between Finance and Technology, he was a founding mentor at Barclays RISE, Mumbai chapter—a fintech startup incubator initiative. Srutaban is motivated by the vision to establish a leading global wealth tech firm out of India. His career is distinguished by profound expertise, a forward-thinking approach to product strategy, and a steadfast commitment to delivering scalable and strategic product solutions that ensure client success.

Joyce is head of Singapore at Leo Wealth and is responsible for overseeing the Singapore office operations and business development efforts. She has over 30 years of corporate and private banking experience in Singapore and South-East Asia. She is proficient in credit, operations, compliance, risk management, investment advisory, and client relationship management. Prior to joining Leo Wealth, Joyce founded Jachin Capital, a capital markets services licensed fund manager based in Singapore. This capped a career with major financial institutions including Merrill Lynch, Citigroup, UBS, Morgan Stanley, OCBC and DBS.

Noli has worked in the financial services industry across four continents for over 25 years. After working as a financial consultant for AXA in Los Angeles, Noli joined UnionBank of the Philippines in 1996 where he was the trust officer and later, the head of market risk management. In 2002 he moved to HSBC where he handled marketing, product development and training for the wealth management business. He was then assigned to the Channel Islands in the United Kingdom to train HSBC Bank International’s financial advisers around the world from 2005-08. He returned to Manila to head HSBC’s trust department before joining EastWest Bank where he was the trust officer and chief investment officer. Noli joined Singapore asset manager TriLake Partners Pte Ltd as their chief investment officer in 2016. A cum laude graduate of the University of the Philippines School of Economics, Noli has taught Advanced Investment Management in the university’s masteral program in Finance. He earned his CFA charter in 2001 and is a former president of the CFA Society of the Philippines. He remains an active volunteer with the CFA Program and has served CFA Institute in various working committees for the last fifteen years.

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.

Jeslin is a Gen Z who is passionate about the wealth management industry and is part of an exciting new wave of wealth managers coming through. In 2022, she joined MOIQ Capital – a leading wealth manager focused on the NextGen – working her way up to be a key member and now partner of the firm. Strongly valuing integrity and trust, she believes that open communication is essential for building long-term relationships. For her, wealth management is more than a profession; it's a way to touch lives, fulfil dreams, and inspire others. Jeslin holds a BSc (Hons) in Finance from the University of Newcastle in the UK and is currently pursuing a MSc in Wealth Management at Singapore Management University.

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

Zac has experience in all areas of international private client law including cross border tax, trust, estate, family, divorce and succession laws. Zac also has extensive experience advising in relation business family and family office governance and succession planning, and international private client regulatory laws, including the Common Reporting Standard, Mandatory Disclosure Rules, Economic Substance Rules and Beneficial Ownership Registers.

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.

Alex Yang is currently Sales Director of Manager Selection & Equity Research Solutions at Morningstar Investment Management Asia, responsible for the business development of its Equity Research and Manager Research and Selection offerings across Asia. Prior to Morningstar, Mr. Yang worked for several asset management institutions such as Samsung Asset Management and Harvest Global Investments, advising institutional clients on an array of investment solutions including mandates/SMAs, mutual funds and ETFs, and driving investor education initiatives. Previously, Mr. Yang also served several business development roles at Intercontinental Exchange (parent company of NYSE) and S&P Dow Jones Indices, where he was responsible for driving index and ETF-related business in Greater China. Mr. Yang holds a license for Type 4 regulated activity (advising on securities) issued by the Securities and Futures Commission of Hong Kong and a financial advisory license under the FAA issued by the Monetary Authority of Singapore. He also holds a Master’s Degree in Global Communication at the Chinese University of Hong Kong and a Postgraduate Diploma in Investment Management at the University of Hong Kong.