Indonesian Wealth Management Forum 2017

Jeroen Simons is a High Net Worth Business Development Director at Sun Life Financial in Hong Kong. He has been in the financial industry sine the early 1980's. He holds a University Degree from Trinity College Dublin, Ireland. During a rewarding career he has held client relationship and senior management positions most notably at American Express Private Bank  and ABN- AMRO Private Bank in both Europe and Asia. Since 2013 he was  with Swiss Life Global Solutions in Singapore and has recently made the move to Hong Kong joining Sun Life Financial HNW Team.  With his well established network of professional contacts  he is together with Sun Life's partners looking to grow its footprint in the region.

 

Sigit Prihatmoko is currently the head of strategic planning group for Bank Negara Indonesia, where he advises the management team on key strategic issues. He is in charge of the annual strategic business planning process to drive the alignment of strategies and objectives, and to develop and articulate the vision, mission, strategy and objectives for long-term planning, as well as drive strategic communications to cascade internal and external to ensure adoption and alignment of strategic initiatives, and define and evaluate in-organic and business development opportunities. He has been with the company for more than 15 years, assuming various roles including project manager of the contact centre, project manager of the multi-channel strategy, head of trade finance, and manager of the IT division. Sigit graduated from Gadjah Mada University, Yogyakarta, Indonesia with Magister Management, specialising in Finance, and a Bachelor of Electrical Engineering and Communication at the same university. He is a Certified Documentary Credit Specialist (CDCS) from IFS Learning in the UK.

Lee, Shyh-jih is a Business Solutions Manager In ERI Banking Software Pte Ltd where he is responsible for Pre-sales activities of OLYMPIC Banking System in Asia region. Shyh-jih has been working in banking technology industry for more than 20 years, implementing and managing solutions supporting financial institutions ranging from retail banks, investment banks, merchant banks to business process outsourcing firm. His curiosity has lured him to work on wide range of solutions supporting various aspects of banking operations. Current role with ERI provides him with opportunities to discuss challenges faced by banks in extracting business benefits from technology solutions.

Seema Bhayat is Deputy Head of Private Banking, Asia and Local Managing Director and Head of Private Banking, Japan.

Seema has more than 20 years’ experience in wealth planning in Asia and Europe.

Prior to joining Lombard Odier in 2014, she was a senior wealth planner at Société Générale Group SG Trust (Asia) Ltd in Singapore, where she developed offerings for private clients and external asset managers.

Previously, she was employed by SG Hambros Ltd in London, SG Bank & Trust in Luxembourg and Société Générale Private Banking in Paris.
Seema holds a Master in Business and Management from E.D.H.E.C (Ecole de Hautes Etudes Commerciales du Nord).

Yifei Li, Director, is Head of South East Asia Retail Business within BlackRock’s Client Business Group. She is responsible for setting the business strategy and overseeing the development of BlackRock’s retail distribution efforts and managing relationships of asset management companies in South East Asian countries excluding Singapore.

Yifei’s service with the firm dates back to 2005 as a member of the iShares European business development team covering Germany & Austria (2005-2008). Following on Yifei was responsible for iShares business development initiatives in China, Taiwan (2008-2009) and Head of iShares South East Asia institutional business(2010-2013). 

Prior to BlackRock, since 2000 Yifei has worked in equity derivatives sales & trading at Societe Generale (Paris), Macquarie Bank (London) and Lang&Schwarz Wertpapierhandel (Duesseldorf) .

Yifei earned a Bachlor Degree in Economics from University of Duisburg-Essen, Germnay and MSc Finance from Cass Business School London, UK.

Agnieszka Zbroszczyk is a Business Solution Manager who specializes in wealth management and brokerage solutions for financial institutions. She has cooperated with Comarch since 2011. Moreover, Agnieszka is a stock broker, and a lecturer in the field of business valuation and real options.

Erdem Ozgul manages sales and operations for Numerix in South Asia, covering India, South East Asian countries, Australia, and New Zealand. He is an avid change agent helping treasury and capital market participants to proactively address industry and client demands.

Numerix is the market’s leading provider of risk analytics technology for the pricing, structuring, modeling, valuation and distribution of any derivative instrument, or portfolio. Numerix risk solutions enable global financial institutions to understand performance, analyse and anticipate future derivatives risks with unparalleled speed and accuracy.

Prior to joining Numerix, Erdem served as Regional Product Business Director, Trade & Risk Management Practice for Reuters Asia. He held several senior-level positions in Reuters from 1998–2005.
 
Erdem holds a MBA degree in Financial Engineering from ESSEC in Paris and a Bachelor of Science in Electronics Engineering from Bogazici University in Istanbul.

Steven Satya Yudha is Head of Sales & Distribution at PT Ashmore Asset Management Indonesia. He joined the company in May 2014. He began his career at Standard Chartered Bank and has more than 15 years’ experience in banking and financial industry. Having worked at reputable companies such as Citibank, PT Bank Commonwealth, and PT Manulife Asset Management Indonesia, Steven brings extensive experience in Wealth Management Business with various senior positions such as Head of Product Advisory and Head of Research & Portfolio Management.

Naresh Krishnan has over 25 years of work experience in the financial services industry in Asia. He had successfully built 2 asset management companies, 3 bancassurance businesses and had 20 bank distribution partners in the last 15 years. In addition, he had led various wealth management business initiatives, overseen employee benefit & corporate distribution as well as worked very closely in developing and growing 2 large life insurance agency forces in his career.

Naresh currently spearheads partnership distribution channel for AIA in Indonesia and focuses on implementing transformational changes to drive growth, establish multi-channel distribution model and achieve the channel aspiration to be the No.1 Bancassurer in Indonesia. The business currently have strategic partnerships with leading banks like BCA, CIMB Niaga, Citibank and open architecture, distribution agreements with a range of bank partners in Indonesia.

Prior to joining AIA, Naresh held regional roles for Sun Life Financial Asia handling partnership distribution and subsequently M&A.

Ari Adil is Head of Product Development and Management. Ari obtained his Bachelor Degree of Industrial Engineering from the University of Indonesia in 1998 and Master of Commerce majoring in Accounting & Finance from the University of Sydney in 2001. He began his career in the financial industry in 2001 at Westpac Banking Group in Sydney, before joined Danareksa Investment Management as a Structured Product Manager in 2003. He moved to Bank Julius Baer in Singapore in 2007 as Investment Consultant and was instrumental in founding PT Julius Baer Advisors Indonesia in Indonesia, a subsidiary of Bank Julius Baer A.G. Zurich, and sat as a Director of the company since 2008-2010. 

He then moved to the Institutional Client Group at Citibank Indonesia and finally joined PT Mandiri Manajemen Investasi in early 2013 as Head of Product Development and Management until now. He has obtained Investment Management License since 2004, Banking Risk Management Certification level  3 (BSMR) by Bank Indonesia and also a holder of Chartered Financial Planner. 

Shanker Iyer is Executive Chairman, Asia of Iyer Practice, a specialist advisory firm, which is wholly owned by SGG Group, an investor services group active in over 20 countries. Shanker is currently the Chairman of the International Fiscal Association, Singapore Branch and is a member of the ACCA Global Tax Forum. He is a past Chairman of the Singapore International Chamber of Commerce, European Chamber of Commerce and British Chamber of Commerce. With extensive experience spanning a long career, Shanker has built an expertise in advising privately-held businesses, high net-worth individuals and family offices, on a wide range of international tax, regulatory, immigration and trust matters.

Head of Consulting and Product Management for Comarch Capital Markets. He holds a Ph.D. degree in Economics from the Cracow University of Economics and an Executive Master of Business Administration from the Stockholm University School of Business. He has been with Comarch since 1998, and specialises in investment management, investment advisory, market efficiency and performance measurement. He helps banks design processes and improve communication with clients in the area of wealth management and financial product distribution.

Vivian attended the Northwestern University in Chicago where she received a Bachelor of Science degree in Chemical Engineering in 1993. In the same year, her research paper was published in the Journal of Rheology. 

Vivian started her career with Citibank as a Management Associate in its Investment Banking arm, PT Citicorp Securities Indonesia.  Later on, she attended the Stanford University for her post-graduate studies and graduated in 2000, earning Master of Science degree in Engineering-Economic Systems and Operations Research.

Upon her returning to Indonesia, she worked for Citigroup Asset Management as a Relationship and Product Manager.  In 2003, Vivian joined PT BNP Paribas Investment Partners (previously known as PT MeesPierson Finas). She became the Head of Marketing in 2007 and was appointed to be the Head of Sales and Marketing in 2010.

Vivian has been the President Director of PT BNP Paribas Investment Partners since September 1, 2011. 

Vivian is licensed as Investment Manager Representative from the Indonesian Capital Market and Financial Institution Supervisory Agency.  

Irene is responsible for developing and maximising Equiom's new business opportunities across the Group's multiple jurisdictions. 

Working closely with her extensive network of contacts and constantly developing new ones, Irene's role is to expand Equiom's Singapore business and relationships with Wealth Practitioners and Professionals in the region.  Irene supports Angelo and the wider business development team to grow the business through provision of comprehensive advisory services and structures to key strategic partners and clients.

She has over 15 years' experience in financial services, with expertise in wealth management. 

Irene joined Equiom in 2016 following the acquisition of Heritage Trust Company.

Irene holds an MBA from Oxford Brookes University. She was named 'Professional of the Year 2015-16' by Worldwide branding for her contributions to the field of wealth management and financial services. In addition, Irene is a Board Member of the 'Private Wealth Association-Singapore.'

She is fluent in English, Mandarin, Cantonese and Hokkien and is proficient in Malay and Japanese.

At PT Bank CIMB Niaga, Vera is wealth management and private banking product group head, at the level of first vice president.

She previously worked at PT DBS as head of investment, insurance, and treasury. Her responsibilities included: managing product process, creation, regulation and launching of the investment, bancassurance and treasury business; managing agreement, relationship competitiveness of both investment and insurance at DBS Bank, and product segmentation for all distribution channels, achieving the company’s target.

Daphne Chandra is a Manager and Client Advisor in the Singapore office advising key clients, high net worth individuals and families throughout South East Asia. Prior to joining Henley & Partners, Daphne was with Citibank and UBS in Singapore covering the Singapore and Indonesia markets and was the youngest private banker in UBS. Her extensive background in the financial services industry has helped establish key relationships with some of the most prominent families and key intermediaries in the region. As an Indonesian national, Daphne is fluent in English, Mandarin, Cantonese & Bahasa Indonesia. Daphne was educated in Waltham, Massachusetts and holds a Bachelor’s degree in Marketing and International Relations from Bentley University and has also attended Copenhagen Business School in Denmark.

Glant is Head, Segmentation & Wealth Management at Maybank Indonesia, based in Jakarta. This year is his 13th year of Service for Maybank Indonesia. Currently he is in charge for Wealth Management business development and also segment play initiation.

Edy has over 25 years of experience in national (Danamon) and multinational financial institutions (Citibank, Amex and AIG) under his belt, with expertise in insurance, banking and finance, capital markets, and corporate governance. He pioneered the founding of Generali Indonesia as Chief Executive Officer, spearheading it to become one of the top foreign players in the industry, earning its first annual profit in 2017, after only 8 years of operation. He is now active in Indonesia Life Insurance Association (AAJI) as AAJI Vice Chairman for R&D, Reporting and IT. He earned his bachelor's degree in Electrical Engineering from University of Brawijaya and MBA from the Institute of Management Development of Indonesia (IPMI) Jakarta. In addition, he is a Certified Professional Marketer (CPM) which is recognized by the Asia Pacific Marketing Federation, as well as a Fellow of Life Management Institute (FLMI) "With Distinction". As part of Generali, Edy also took part in Global Leadership Accelerator by Duke University; Global Leadership Program by Wharton, University of Pennsylvania; Global Leadership Program by IMD in Lausanne, Switzerland; Strategic Study Tour by IMD in Singapore and CEO Program by London Business School in London.

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.

Scott Moore is Managing Director and Head of the Indonesia and Philippines offices at Henley & Partners. Scott has extensive experience dealing with high-net-worth individuals and their families concerning residence and citizenship planning. He holds a Bachelor of Commerce from the University of British Columbia and has attended the National University of Singapore.

Jonathan Hekster is the President Director of PT Asuransi Jiwa Manulife Indonesia (subject to work permit approval).

Prior to this he was the Chief Bancassurance Officer of Manulife Asia. He also led the DBS relationship following the selection of Manulife by DBS in 2015 as the exclusive life insurance partner in Singapore, Hong Kong, Indonesia and China. He joined Manulife in 2014.

Jonathan has two decades of experience in Financial Services, having worked for life insurer AEGON in the Netherlands, the insurance practices of Boston Consulting Group and Oliver Wyman and as research analyst covering insurance companies for Sanford Bernstein in London.

He has a diverse and successful track record in the development of distribution channels, product development and business transformation initiatives in many operating jurisdictions and under many different business conditions.

Jonathan has a degree in Finance and Accounting from Erasmus University in the Netherlands and was awarded the CFA charter in 2009. He has lived in Asia for more than a decade, both in Jakarta and in Singapore. Jonathan is married with two children.

Rheza's current role is Head of Bancassurance Business in Commonwealth Bank Indonesia, where his primary objective is to grow insurance business in both Affluent & Emerging Affluent Individuals, and SME business segments. He leads a department that responsible for Insurance products development (Life Insurance, General Insurance, and Credit Life) and optimization through partnership, learning development, and marketing strategy. He has been working with the company for more than 10 years and previously held numerous positions, such as: Investment & Treasury Product, Liabilities Product, and Bancassurance Product. Rheza studied Industrial Engineering at the Institute Technology Bandung and he is a Certified Financial Planner who often speaks in various social academic forum and customer events.

Widrawan Hindrawan is Head of Wealth Management at PT Bank DBS Indonesia. His experience in the sales department of the banking sector is proven which has been supported by his dedication to the banking industry for 15 years. Prior to joining DBS Bank Indonesia, he was the Vice President of Investor Sales for Citibank Indonesia. Widrawan, a San Francisco State University graduate, has also has worked for many financial institutions, such as United Commercial Bank, ABN Amro Bank, PT Bank Internasional Indonesia, and PT Bank BNP Paribas Indonesia.

Ivan Kusuma is the Head of Investment and Liabilities in Commonwealth Bank Indonesia. In his capacity, he is responsible for Wealth Management product developments (Investment, Foreign Exchange, and Liabilities products) and Wealth Management investment research covering Retail and SME Business. Ivan is also responsible for digitizing Wealth Management customer experience through the 2-MURI award winning application, CommBank SmartWealth. Prior to joining Commonwealth Bank, he worked at Citibank as Investment Product Head, and before that he worked for Standard Chartered Bank in various Wealth Management product roles. He graduated from University Indonesia, majoring in Accounting and is also a Chartered Financial Analyst (CFA) holder. He is also actively involved in ABAPERDI (Bank Mutual Fund Selling Agent Association) in meeting with regulators.

Having graduated in 1986 from Edinburgh University with an Honours Law Degree and Postgraduate Diploma in Legal Practice, Simon started his financial career with J.P Morgan / Saudi International Bank in London, New York and the Middle East specialising in corporate finance solutions for High Net Worth, Corporate and Family Office clients. In 1994, Simon moved to Clydesdale Bank PLC (then part of the National Australia Bank group) to build the Specialised Finance Unit before being asked (in 1999) to join the board of one of Scotland’s largest privately owned companies (Strathclyde Pharmaceuticals Limited) as Business Development Director. In 2006, upon the successful growth and sale of the principal parts of that business, Simon joined UBS AG in Scotland to drive forward its Scottish wealth management business. In 2008 Simon moved to Credit Suisse in Singapore to establish and develop their UK/International private banking operation before joining Cazenove Capital Management in June 2016. The firm rebranded to Schroders Wealth Management in September 2017. Simon is a GlobalScot and co-founder of the Scottish Business Association of Singapore.

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

Agnieszka Zbroszczyk is a Business Solution Manager who specializes in wealth management and brokerage solutions for financial institutions. She has cooperated with Comarch since 2011. Moreover, Agnieszka is a stock broker, and a lecturer in the field of business valuation and real options.

Head of Consulting and Product Management for Comarch Capital Markets. He holds a Ph.D. degree in Economics from the Cracow University of Economics and an Executive Master of Business Administration from the Stockholm University School of Business. He has been with Comarch since 1998, and specialises in investment management, investment advisory, market efficiency and performance measurement. He helps banks design processes and improve communication with clients in the area of wealth management and financial product distribution.

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.

Edy has over 25 years of experience in national (Danamon) and multinational financial institutions (Citibank, Amex and AIG) under his belt, with expertise in insurance, banking and finance, capital markets, and corporate governance. He pioneered the founding of Generali Indonesia as Chief Executive Officer, spearheading it to become one of the top foreign players in the industry, earning its first annual profit in 2017, after only 8 years of operation. He is now active in Indonesia Life Insurance Association (AAJI) as AAJI Vice Chairman for R&D, Reporting and IT. He earned his bachelor's degree in Electrical Engineering from University of Brawijaya and MBA from the Institute of Management Development of Indonesia (IPMI) Jakarta. In addition, he is a Certified Professional Marketer (CPM) which is recognized by the Asia Pacific Marketing Federation, as well as a Fellow of Life Management Institute (FLMI) "With Distinction". As part of Generali, Edy also took part in Global Leadership Accelerator by Duke University; Global Leadership Program by Wharton, University of Pennsylvania; Global Leadership Program by IMD in Lausanne, Switzerland; Strategic Study Tour by IMD in Singapore and CEO Program by London Business School in London.