Indonesian Wealth Management Forum 2018

Richard Piliero began his professional career on Wall Street, after receiving university degrees in economics and law. In the early part of his career, in New York, London and Geneva, Richard was international counsel to Merrill Lynch and Morgan Stanley. Then in 1983, he became head of the Geneva institutional office for Merrill Lynch. In 1986, he joined TDB American Express Bank in Geneva as deputy head of private banking. In 1996, Richard moved to Singapore to be the regional head for South-east Asia at American Express Bank. Before joining Finaport last year, Richard was head of South-east Asian private banking for Coutts, and regional executive for about six years for EFG in Singapore.

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.

Ogar is part of the Passive Sales team in DWS (previously known as Deutsche Asset Management), responsible to cover Private Banks, as well as Institutional clients in South East Asia. He was previously working in BlackRock, where he spent 6 years in Singapore and Hong Kong, initially responsible to develop ETFs, before he became an ETF Specialist covering Private Banks, Retail, and Asset Managers, and subsequently a product strategist within the Asian Fixed Income team. Earlier in his career, Ogar was a Quantitative Analyst at ABN AMRO in Sydney and Derivatives Structurer at BNP Paribas Fortis in Hong Kong. Ogar holds BSc in Computer Science and Applied Maths from University of Melbourne, Postgraduate Diploma in Actuarial Science from Cass Business School London, and MSc in Risk Management from University of New South Wales. He is also a CFA charterholder and Certified FRM.

Dhawal Kamath is the founding member at Miles Software. He comes with about 25 years of experience in software planning and development, system analysis and system designing. He has played significant roles in Delivery, Pre-sales and Product Development and brings in 360-degree view to business for solutioning and delivery. He has very strong delivery experience in managing large project deployments across geographically dispersed teams. He is adept at strategizing development of new products or upgrading existing products following a thorough product development life cycle methodology. He has been a key player in conceptualizing, analyzing, Designing MoneyWare suite of solutions that helped to achieve performance, scalability, lower TCO.

Ranjit Khanna is Head of the South Asia region and Non Resident Indian clients for Asia and Middle East at Union Bancaire Privée. He is based in Singapore and is responsible for driving the strategic growth agenda for UBP's South East Asian business covering Singapore, Indonesia, Malaysia and Thailand. In addition, Ranjit also leads the Non Resident Indian segment across Asia and the Middle East. Ranjit has over 25 years of experience in the banking sector. Prior to UBP’s acquisition of Coutts in Asia where he was the South Asia and Global NRI head, Ranjit served as Managing Director, Private Banking at Bank Sarasin Alpen in Dubai. There, he led the establishment of the onshore private bank India and developed the Gulf business. Ranjit also spent 15 years at Standard Chartered Bank in Singapore and Dubai and 5 years at American Express Bank in New York, holding a number of senior roles across the wealth management division.Ranjit is a Singaporean citizen and graduate of Montclair State University in New Jersey, United States.

Michael is launching partner and CEO of 360F. Before that, he was Managing Partner andCEO of Synpulse, a globally active management consultancy firm. A trusted adviser to theinternational financial services industry, Synpulse has around 400 employees inSwitzerland, Germany, the US, UK, Singapore, Sydney and Hong Kong.Michael was a major shareholder and sold his stake in 2016, Michael’s professional career began as technical project manager with Living Systems. He then went on to become consultant with the Boston Consulting Group Switzerlandin the areas of Financial Services. During his consulting career, Michael focusedpredominantly on Wealth Management and Life Insurance. He has extensive experience in the areas of distribution, customer orientation, process optimization and platform projects. Michael has led and participated in over 100 projects in more than 20 years. Michael studied physics at Karlsruhe University in Germany (1991 - 1996), École Nationale Supérieure de Physique de Grenoble in France (1993 - 1994) and at the University of Sheffield in England (1994 - 1995). He completed his studies with degree as Master of Science and a degree as Master of Philosophy. In 2006, he also obtained a master degree in insurance management from the University of St. Gallen in Switzerland.

With 15 years’ experience in FinTech and WealthTech, Loïc is now driving the growth of his new company New Wealth (SG) to support Asian financial institutions and Wealth businesses in their Digital Transformation regarding all client-facing interactions. He specialises in converting new and existing clients to Digital Wealth leveraging cutting-edge Do-It-Yourself (DIY) or RM-assisted services, offering conversational experience on smartphones and highly personalized client experience.

Antony is an Indonesian citizen, born in Jakarta in 1974. Served as Commissioner since December 2013 and on March 2015, he was appointed as Director at PT Trimegah Asset Management. He has 18 years of experience in fund management. Started his career as Corporate Bond Quantitative Analyst at J.P. Morgan Investment Management Inc., New York, USA (1998 - 2000), Asian Macro/Equity Analyst at J.P. Morgan Fleming Asset Management Inc., Singapore (2000 - 2002), Asian Macro Analyst/Trader at PMA Investment Advisor Ltd., Hong Kong (2002 - 2003). Joined Fullerton Fund Management/ Temasek Holdings, Singapore (2003 - 2013) with the latest position as Senior Portfolio Manager. Earned BSc (Summa cum Laude) in Electrical Engineering, and M.Eng in Engineering Management from Cornell University, New York, USA. He holds Chartered Financial Analyst (CFA) certificate and Fund Manager License No. KEP-125/PM.211/WMI/2014 in 18 September 2014 officiated by OJK.

Benjamin Szeto is the Deputy Head of RHTLaw Taylor Wessing’s Private Wealth Industry Group. His forte lies in crafting structures, solutions and strategies for families, business owners and high net worth individuals (HNWIs). He is a regular speaker on wealth matters. He has 20 years of experience advising HNWIs, entrepreneurs, financial institutions, listed entities and Fortune 500 corporations on a wide range of transactions. These dealings span diverse jurisdictions and include trusts, wealth and legacy planning, investments, real estate matters, acquisitions and divestments, and various deal documentation. ASEAN and international clients rely on Benjamin to separate their business risks from their family wealth. Benjamin is a Registered Trust and Estate Practitioner of the Society of Trust and Estate Practitioners and an author for LexisNexis Practical Guidance Singapore on Trusts. He was called to the Bar as a Barrister-at-Law (Lincoln’s Inn) (1997) and was admitted as an Advocate and Solicitor in Singapore (1998). He has been conferred a Master of Science (Real Estate) from the National University of Singapore and holds a Diploma in Financial Management from the Association of Chartered Certified Accountants. Benjamin is an Expert Panel Member of the SMU Pro Bono Centre. Away from the office, he sits on the Council and heads the Fund Raising and Audit Committees of Nature Society (Singapore), a registered charity with IPC status. In addition, he serves as Assistant Honourary Treasurer on the Management Committee of the Old Victorians’ Association and on the Executive Committee of the Catholic Business Network. He is also a volunteer at Mensa Singapore and the Founder of a special interest group.

Bill was born in Canada and has over 25 years of experience in the Financial Services & Consulting Industries. He has lived in Asia for the last 18 years, where he has held various senior level positions including CEO, Director in Consulting, and CDO. Bill is a strong customer centric business leader with a proven track record in driving revenue, profits and value. He knows the Indonesian market, has lived in Indonesia for 8 years, speaks Bahasa Indonesia and has proven success in stabilizing and growing local businesses. In addition to developing and implementing future focused organization designs and people strategies, he has developed innovative Health and Wealth Solutions. He is known for building sustainable businesses that transcend leadership changes. He also has experience in M&A from due diligence to deal completion to integration. Bill’s experience cuts across many sectors with focus in Financial Services, Energy and Natural Resources, Technology, Retail and High Net Worth segments.

Nicolas has 12 years experience in the wealth management industry. Before establishing Global Precious Metals, he was Manager of Trading & Business Development at Swiss Precious Metals Pte. Ltd. in Singapore. Nicolas began his financial career as an Assistant Private Banker with Lombard Odier & Cie. in Geneva, Switzerland, after which he worked as a relationship manager and trader at Swiss Heritage Pte Ltd, a wealth management company based in Singapore. Nicolas holds a Swiss Degree in Financial and Business Banking from Geneva.

Laurence was called to the UK Bar in 2006 having studied law at the University of Bristol, Warwick University and Nottingham Law School. He joined Sovereign as in-house Counsel at the beginning of 2008, and was appointed Sovereign Group Tax Counsel in 2010. Now Sovereign’s Head of Tax, Laurence has recently re-located to Asia and will be principally based from Sovereign’s Singapore office for the foreseeable future. Specialising in the UK tax treatment of overseas structures and pension schemes, Laurence typically advises high net worth individuals on tax mitigation strategies concerning future planning as well as unscrambling existing offshore structures. A large part of his practice involves advising on UK property ownership issues. Laurence advises high net worth clients directly, as well as professional clients who receive the advice on their behalf. He works closely with external tax counsel practising at the UK’s leading tax chambers; he also works closely with HMRC, particularly in the area of the UK tax treatment of overseas pension schemes. He is currently co-writing a book on UK pension taxation and is the ITPA Jurisdiction Editor for Singapore.    

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.

 

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

Mr. Shihan Abeyguna is the Head of Business Development for Morningstar Asia. Based in Hong Kong, he is responsible for Morningstar’s business strategy and growth for the Asia region with major focus on key Asian markets. Shihan works with asset managers, banks, insurance companies and financial technology firms to provide data analytics, research, strategic beta and multi asset solutions to help drive their efforts for better investor outcomes. In his 12 years at Morningstar, Shihan has served in several capacities including product, strategy and sales leadership roles. Prior to his current position, he was based in Hong Kong as a Product Manager responsible for product strategy, development, and execution of Morningstar’s data analytics solutions. Before that, he was based at Morningstar’s headquarters in Chicago serving as a Product Manager responsible for the development of Morningstar’s wealth management software solutions. Shihan’s major areas of interest include global asset management trends, wealth management solutions, financial technology and behavioural science. Shihan holds a bachelor’s degree in Economics and Computer Science from Grinnell College and a master's degree in Business Administration from the University of Chicago Booth School of Business.

Chris began his career in retail banking with NatWest in 1982, initially in the East Midlands of the UK and latterly in the Gibraltar operation. In 1994, he joined NatWest's private bank, Coutts & Co. He spent seven years in Asia from 1996, becoming Branch Manager of Coutts' Hong Kong office and Head of Investment Advisory and Treasury for Asia. In 2003 he moved to Jersey as Chief Executive Officer of Coutts International Trust and Fiduciary Services business. In 2008 Chris joined Kleinwort Benson as Head of Private Wealth Management, International, also in Jersey. This role headed up the non-UK private banking and the private fiduciary business. Chris joined Vistra as the Managing Director of the Jersey office in August 2010, leading the private client trust and fund administration businesses on the Island. He transferred to the Singapore operation in June 2015.  Chris is an ACIB, has a Diploma in Financial Studies, an IoD Diploma in Company Direction, and an MBA from the University of Warwick.

Nagaraj Prasadh has been with Intellect for over 15 years and in the Asia Pacific region covering Singapore and Thailand since 2008. A post-graduate in English Literature from the Delhi University in India, he took a unique route of making a career in the IT industry starting his career as a programmer in mid-range and mainframe systems for the financial services industry. With over 25 years of industry experience, he is innovative with gadgets and finds unique ways to make technology touch the lives of people. Based in Bangkok, Thailand with his family since 2012, he is the Country Head for Intellect Design Arena, Thailand.

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

Steven has more than 17 years of experience in leading financial institutions where 9 of them is in wealth management business. He joined HSBC in 2011 and currently is responsible for product development and wealth management sales.

Hassan Karim, ACII, is a Chartered Insurer and is currently the President Director of PT. Zurich Insurance Indonesia, prior to his relocation to Indonesia Hassan held a number of senior positions with Zurich in London (Senior Global Underwriter – Supply Chain Risk and Insurance), Hong Kong (Technical Underwriting Director Asia PAcific, Head of Proposition – Global Corporate), Indonesia (Chief Underwriting Officer) and Global Underwriting (Global Underwriting Manager - Property) he has expertise and experience in New Product Development, Emerging Risks, Emerging Markets, Cyber, Property, Supply Chain and Business Interruption, and Underwriting Governance. Hassan is an experienced multi-line underwriter and international speaker, having spoken on a variety of topics around the world related to Insurance, from innovation and capital adequacy and structured risk to supply chain risk, and the implications of emerging risks and disruptive technologies (such as IOT, Cyber and 3D manufacturing) for the Insurance industry. Hassan has a passionate interest in developments within the insurance industry, specifically accumulation control, emerging risks, alternative capital, cyber, parametric cover and ILS/cat bonds, supply chain, business interruption, as well as in regulatory changes such as the implementation of Solvency II and C-ROSS. Hassan also serves as the Chartered Insurance Institute's Good Will Ambassador to Indonesia

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.

With more than 30 years of relevant industry experience, David spent the first 19 years of his professional life in banking and wealth management. Beginning in client-facing sales roles, he moved on to building, managing and developing high-performance teams of client-facing Wealth Managers in large financial services organisations in the UK. In 2001, he founded a consulting and training business, and established it in South East Asia. He successfully worked on over 200 assignments with clients across Asia, India, and The Middle East. In 2011, David joined Hubbis, becoming Head of Learning Solutions. David has directed and managed a range of projects around the region with many large international and Asian-based private banks, wealth management organisations and other financial services institutions. These have focused on the development of senior and middle-management skills, front-line sales staff skills and knowledge, as well as sales, sales management and client engagement process development. Clients with which David has created and delivered skills training include: AXA; BSI Bank; Bank of Singapore; Bank Julius Baer; Barclays Wealth; Coutts; Credit Suisse; EFG Bank; HSBC Private Bank; Prudential; The Royal Bank of Scotland; UBS; UOB; and Zurich International.

FinTech by day; Fitness, mental health & children's issues enthusiast! Helping Asia Pacific Banking Industry become more resilient, efficient & profitable; through selection & deployment of digital solutions; Evangelising new business models as banking & insurance industry disrupts through digitalisation. Experienced professional with 15 years in the financial services technology industry. Consultative executive skilled in Product Engineering, Business Development, Solution Selling , Customer Relationship Management, Go-to-market Strategy, and IT Service Management. Very much into disruptive discussions on Digital Wealth & Advisory, Smarter Compliance and Digitalizing the Financial Planning Process through the use of AI technologies.
 

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

Having grown with Malaysia’s first full-service private bank since its inception, Carolyn was instrumental in expanding the private bank’s presence in Malaysia, in line with the firm’s aspiration to become one of the region’s leading private banks. Having been with the bank for close to 17 years, Carolyn Leng has undertaken a new role as Regional Head of Sales for CIMB Private Banking where she is responsible for expanding the CIMB regional private banking business, particularly in Indonesia and strengthening sales efforts in the distribution of securities for capital market transactions. Prior to joining CIMB Private Banking, Carolyn led the unit at Commerce Trust, now known as CIMB Principal, one of the country’s largest unit trust companies. Before that, she was with Templeton Management Limited, one of Canada’s largest mutual funds, where she managed sales for British Columbia and Alberta. She graduated with a Bachelor of Arts Degree (Hons) in Economics from the University of Toronto and completed various Financial Planning courses.

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

Chris Bendl joined Zurich in August 2017 and is Country Manager Indonesia and President Director, Zurich Topas Life, Indonesia. Chris has over 20 years on insurance experience having worked for AIG in its International life operations (AIA & Alico) in the Middle East and Southeast Asia and Manulife, where he held leadership positions in the investment, pension and insurance subsidiaries in Canada, Indonesia, Hong Kong and the Philippines. Chris completed a MBA at Queen’s University and a BSc degree at The University of British Columbia. He is an executive member of the Indonesian Life Insurance Association (AAJI).

Kimmis Pun, a veteran banker for more than 30 years, is the Senior Managing Director, Head of Greater China, EFG Bank in Singapore. Prior to this appointment, she had been in senior management positions at UBS Bank, HSBC, Bank of America, BNP Paribas, Standard Chartered Bank Private Bank and VP Bank. She has MBA from Manchester Business School, University of Manchester, and professional qualifications CFP, ChFC, AIF, AEPP and IBFA. She is also the IBF Fellow awarded by IBF Singapore. Besides her banking career, she is the Board of Director of US-based Financial Planning Standard Board and a senior lecturer in 3 local universities for the past 15 years.

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.

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.

Eric is the Head of Equity Derivatives Trading Asia for Commerzbank and is based in Hong Kong. Eric joined Commerzbank in London in 2006 and worked for both the Private Bank Sales and Structuring teams. In 2008, he relocated to Hong Kong to work on the Trading side. He’s been heading the Equity Trading and Structuring team since 2014. Eric graduated in 2006 and holds a Master of Science in Management from HEC Paris, France.

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

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.

Malcolm is the Resident Manager of Sovereign Straits Trust Limited, Singapore. He is also a practicing lawyer in England, Hong Kong and Singapore, advising on Trust, Estate and Succession planning. In practice he has been involved in both structuring and in litigation matters involving trust and estates. He has appeared in the Court of Appeal, Singapore, Court of Final Appeal, Hong Kong, and the Privy Council. He advise on various trust matters, family office, wealth protection and succession planning. His clients include both private clients and trustees in various jurisdiction. This involves the establishment of trust structures and wealth planning. Malcolm has been recognized by Citywealth as one of the leading Asian lawyers in the field of trust.

Olivier is the Head of EMC Asia for Commerzbank and is based in Hong Kong. He joined Commerzbank in 2003 as Global Head of Equity Exotic, Vanilla and Fund Trading and relocated to Hong Kong in May 2016 to head the Bank’s Equity Markets and Commodities, Sales, Trading and Structuring for Asia. Olivier started his career in Seismic oil prospection. He subsequently held a number of roles in derivatives trading with Societe Generale, Salomon Brothers, Citigroup and JP Morgan Chase. Olivier graduated in 1989 and holds a Diplome Ecole SUPELEC, France, as well as a Master in Philosophy from la Sorbonne in Paris.

Sachin Gawade is the Director - Sales – Asia Pacific for EBIX CASH Financial technologies (previously known as Miles Software). Played vital role in establishing Miles Philippines Inc set up in South East Asia with regional office in Manila, Philippines. Well respected sales person with many awards for his contribution to banking industry in South East Asia. In Philippines, his contribution goes beyond 10 years in the banking space. Good hands on Business Development, Solution Selling and Go-to-market Strategy in Asia. He has over 15 Years of Sales Experience in the Capital Markets and Treasury domain. He Holds Masters In Management from Welingkar’s Institute of Management and Masters in Commerce from University of Mumbai. Also a successful farmer owning Mango, Coconut and Cashew nuts farms in Maharashtra and Goa, India.

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.

Chris Bendl joined Zurich in August 2017 and is Country Manager Indonesia and President Director, Zurich Topas Life, Indonesia. Chris has over 20 years on insurance experience having worked for AIG in its International life operations (AIA & Alico) in the Middle East and Southeast Asia and Manulife, where he held leadership positions in the investment, pension and insurance subsidiaries in Canada, Indonesia, Hong Kong and the Philippines. Chris completed a MBA at Queen’s University and a BSc degree at The University of British Columbia. He is an executive member of the Indonesian Life Insurance Association (AAJI).

Michael is launching partner and CEO of 360F. Before that, he was Managing Partner andCEO of Synpulse, a globally active management consultancy firm. A trusted adviser to theinternational financial services industry, Synpulse has around 400 employees inSwitzerland, Germany, the US, UK, Singapore, Sydney and Hong Kong.Michael was a major shareholder and sold his stake in 2016, Michael’s professional career began as technical project manager with Living Systems. He then went on to become consultant with the Boston Consulting Group Switzerlandin the areas of Financial Services. During his consulting career, Michael focusedpredominantly on Wealth Management and Life Insurance. He has extensive experience in the areas of distribution, customer orientation, process optimization and platform projects. Michael has led and participated in over 100 projects in more than 20 years. Michael studied physics at Karlsruhe University in Germany (1991 - 1996), École Nationale Supérieure de Physique de Grenoble in France (1993 - 1994) and at the University of Sheffield in England (1994 - 1995). He completed his studies with degree as Master of Science and a degree as Master of Philosophy. In 2006, he also obtained a master degree in insurance management from the University of St. Gallen in Switzerland.

With 15 years’ experience in FinTech and WealthTech, Loïc is now driving the growth of his new company New Wealth (SG) to support Asian financial institutions and Wealth businesses in their Digital Transformation regarding all client-facing interactions. He specialises in converting new and existing clients to Digital Wealth leveraging cutting-edge Do-It-Yourself (DIY) or RM-assisted services, offering conversational experience on smartphones and highly personalized client experience.

Ogar is part of the Passive Sales team in DWS (previously known as Deutsche Asset Management), responsible to cover Private Banks, as well as Institutional clients in South East Asia. He was previously working in BlackRock, where he spent 6 years in Singapore and Hong Kong, initially responsible to develop ETFs, before he became an ETF Specialist covering Private Banks, Retail, and Asset Managers, and subsequently a product strategist within the Asian Fixed Income team. Earlier in his career, Ogar was a Quantitative Analyst at ABN AMRO in Sydney and Derivatives Structurer at BNP Paribas Fortis in Hong Kong. Ogar holds BSc in Computer Science and Applied Maths from University of Melbourne, Postgraduate Diploma in Actuarial Science from Cass Business School London, and MSc in Risk Management from University of New South Wales. He is also a CFA charterholder and Certified FRM.

Richard Piliero began his professional career on Wall Street, after receiving university degrees in economics and law. In the early part of his career, in New York, London and Geneva, Richard was international counsel to Merrill Lynch and Morgan Stanley. Then in 1983, he became head of the Geneva institutional office for Merrill Lynch. In 1986, he joined TDB American Express Bank in Geneva as deputy head of private banking. In 1996, Richard moved to Singapore to be the regional head for South-east Asia at American Express Bank. Before joining Finaport last year, Richard was head of South-east Asian private banking for Coutts, and regional executive for about six years for EFG in Singapore.

Hassan Karim, ACII, is a Chartered Insurer and is currently the President Director of PT. Zurich Insurance Indonesia, prior to his relocation to Indonesia Hassan held a number of senior positions with Zurich in London (Senior Global Underwriter – Supply Chain Risk and Insurance), Hong Kong (Technical Underwriting Director Asia PAcific, Head of Proposition – Global Corporate), Indonesia (Chief Underwriting Officer) and Global Underwriting (Global Underwriting Manager - Property) he has expertise and experience in New Product Development, Emerging Risks, Emerging Markets, Cyber, Property, Supply Chain and Business Interruption, and Underwriting Governance. Hassan is an experienced multi-line underwriter and international speaker, having spoken on a variety of topics around the world related to Insurance, from innovation and capital adequacy and structured risk to supply chain risk, and the implications of emerging risks and disruptive technologies (such as IOT, Cyber and 3D manufacturing) for the Insurance industry. Hassan has a passionate interest in developments within the insurance industry, specifically accumulation control, emerging risks, alternative capital, cyber, parametric cover and ILS/cat bonds, supply chain, business interruption, as well as in regulatory changes such as the implementation of Solvency II and C-ROSS. Hassan also serves as the Chartered Insurance Institute's Good Will Ambassador to Indonesia

Malcolm is the Resident Manager of Sovereign Straits Trust Limited, Singapore. He is also a practicing lawyer in England, Hong Kong and Singapore, advising on Trust, Estate and Succession planning. In practice he has been involved in both structuring and in litigation matters involving trust and estates. He has appeared in the Court of Appeal, Singapore, Court of Final Appeal, Hong Kong, and the Privy Council. He advise on various trust matters, family office, wealth protection and succession planning. His clients include both private clients and trustees in various jurisdiction. This involves the establishment of trust structures and wealth planning. Malcolm has been recognized by Citywealth as one of the leading Asian lawyers in the field of trust.

Nagaraj Prasadh has been with Intellect for over 15 years and in the Asia Pacific region covering Singapore and Thailand since 2008. A post-graduate in English Literature from the Delhi University in India, he took a unique route of making a career in the IT industry starting his career as a programmer in mid-range and mainframe systems for the financial services industry. With over 25 years of industry experience, he is innovative with gadgets and finds unique ways to make technology touch the lives of people. Based in Bangkok, Thailand with his family since 2012, he is the Country Head for Intellect Design Arena, Thailand.

Sachin Gawade is the Director - Sales – Asia Pacific for EBIX CASH Financial technologies (previously known as Miles Software). Played vital role in establishing Miles Philippines Inc set up in South East Asia with regional office in Manila, Philippines. Well respected sales person with many awards for his contribution to banking industry in South East Asia. In Philippines, his contribution goes beyond 10 years in the banking space. Good hands on Business Development, Solution Selling and Go-to-market Strategy in Asia. He has over 15 Years of Sales Experience in the Capital Markets and Treasury domain. He Holds Masters In Management from Welingkar’s Institute of Management and Masters in Commerce from University of Mumbai. Also a successful farmer owning Mango, Coconut and Cashew nuts farms in Maharashtra and Goa, India.

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.

Laurence was called to the UK Bar in 2006 having studied law at the University of Bristol, Warwick University and Nottingham Law School. He joined Sovereign as in-house Counsel at the beginning of 2008, and was appointed Sovereign Group Tax Counsel in 2010. Now Sovereign’s Head of Tax, Laurence has recently re-located to Asia and will be principally based from Sovereign’s Singapore office for the foreseeable future. Specialising in the UK tax treatment of overseas structures and pension schemes, Laurence typically advises high net worth individuals on tax mitigation strategies concerning future planning as well as unscrambling existing offshore structures. A large part of his practice involves advising on UK property ownership issues. Laurence advises high net worth clients directly, as well as professional clients who receive the advice on their behalf. He works closely with external tax counsel practising at the UK’s leading tax chambers; he also works closely with HMRC, particularly in the area of the UK tax treatment of overseas pension schemes. He is currently co-writing a book on UK pension taxation and is the ITPA Jurisdiction Editor for Singapore.    

Antony is an Indonesian citizen, born in Jakarta in 1974. Served as Commissioner since December 2013 and on March 2015, he was appointed as Director at PT Trimegah Asset Management. He has 18 years of experience in fund management. Started his career as Corporate Bond Quantitative Analyst at J.P. Morgan Investment Management Inc., New York, USA (1998 - 2000), Asian Macro/Equity Analyst at J.P. Morgan Fleming Asset Management Inc., Singapore (2000 - 2002), Asian Macro Analyst/Trader at PMA Investment Advisor Ltd., Hong Kong (2002 - 2003). Joined Fullerton Fund Management/ Temasek Holdings, Singapore (2003 - 2013) with the latest position as Senior Portfolio Manager. Earned BSc (Summa cum Laude) in Electrical Engineering, and M.Eng in Engineering Management from Cornell University, New York, USA. He holds Chartered Financial Analyst (CFA) certificate and Fund Manager License No. KEP-125/PM.211/WMI/2014 in 18 September 2014 officiated by OJK.

Bill was born in Canada and has over 25 years of experience in the Financial Services & Consulting Industries. He has lived in Asia for the last 18 years, where he has held various senior level positions including CEO, Director in Consulting, and CDO. Bill is a strong customer centric business leader with a proven track record in driving revenue, profits and value. He knows the Indonesian market, has lived in Indonesia for 8 years, speaks Bahasa Indonesia and has proven success in stabilizing and growing local businesses. In addition to developing and implementing future focused organization designs and people strategies, he has developed innovative Health and Wealth Solutions. He is known for building sustainable businesses that transcend leadership changes. He also has experience in M&A from due diligence to deal completion to integration. Bill’s experience cuts across many sectors with focus in Financial Services, Energy and Natural Resources, Technology, Retail and High Net Worth segments.

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.

Mr. Shihan Abeyguna is the Head of Business Development for Morningstar Asia. Based in Hong Kong, he is responsible for Morningstar’s business strategy and growth for the Asia region with major focus on key Asian markets. Shihan works with asset managers, banks, insurance companies and financial technology firms to provide data analytics, research, strategic beta and multi asset solutions to help drive their efforts for better investor outcomes. In his 12 years at Morningstar, Shihan has served in several capacities including product, strategy and sales leadership roles. Prior to his current position, he was based in Hong Kong as a Product Manager responsible for product strategy, development, and execution of Morningstar’s data analytics solutions. Before that, he was based at Morningstar’s headquarters in Chicago serving as a Product Manager responsible for the development of Morningstar’s wealth management software solutions. Shihan’s major areas of interest include global asset management trends, wealth management solutions, financial technology and behavioural science. Shihan holds a bachelor’s degree in Economics and Computer Science from Grinnell College and a master's degree in Business Administration from the University of Chicago Booth School of Business.

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

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

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

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

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

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