Malaysian Wealth Management Forum 2016

Ng Chze How is the General Manager of AIA Pension & Asset Management Sdn Bhd. He is the Capital Market Service Representative License Holder and the Executive Director of the company. He has more than 20 years of working experience in the financial services and fund management industries. 

Prior to joining AIA in August 2015, he was a senior management in AmInvestment Services and Prudential Asset Management, with RM45 bil and RM4 bil worth of asset under management. He is also a key member of the Investment Committee of AIA Pension & Asset Management. Chze How holds a BA in Marketing & Management from University of Strathclyde, UK.

Chan Ai Mei is the Chief Marketing & Distribution Officer of Affin Hwang Asset Management Bhd ("Affin Hwang AM"). In her capacity as Chief Marketing & Distribution Officer, she is responsible for the overall management and development of Products, Wealth & Advisory, Marketing & Communication as well as to oversee the distribution of funds through the Financial Institutional channel. She joined the company as the Head of Financial Institutional business in 2010 and assumed the role of Chief Marketing Officer in 2014. She was re-designated to her current role in 2017. During her stint as the Head of Financial Institutional Distribution, she was responsible for overseeing and driving the growth of third-party distribution channels for Affin Hwang AM and developing a team that services the financial institutions and business partnership teams that distribute our products. Prior to her role at Affin Hwang AM, she was with Standard Chartered Bank for five (5) years where she was involved in the Wealth Management business driving sales of investment products as well as leading a team of Investment Consultants. She also spent close to seven (7) years in Citibank as a Personal Banker and subsequently managed a team. She graduated with a degree in Bachelor of Commerce (majoring in Marketing) from the University of Auckland, New Zealand and is also a Certified Financial Planner.

Seamus is the Vice President of Business Development for Metaco SA. He spent 20 years in investment banking running trading businesses in rates, FX, and derivatives. He has been active as an investor, founder, and builder in the fintech and crypto sectors for the last 8 years. Metaco is a Swiss technology company whose flagship product is SILO. It is a complete cryptocurrency and digital asset wallet infrastructure designed for financial sector firms that need to manage their own private keys or that offer custodial services to their clients. Unlike existing disconnected cold storage custody solutions SILO provides the optimal balance between security and availability and is fully integrated into a client's core banking platform.

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.

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.

Nazaruddin Othman became the Chief Executive Officer of the Federation of Investment Managers Malaysia (FIMM) in February 2015. He has extensive experience in the investment management industry; specifically in the areas of unit trust regulation and operations, as well as Islamic capital market.

Nazaruddin has been in the financial industry throughout his 20-year career and was Chief Executive Officer at one of the unit trust management companies in Malaysia, BIMB Investment Management Berhad prior to joining FIMM, where he served for three and a half years.  From 1997 to 2011, he served in various capacities at Securities Commission Malaysia. His last position at Securities Commission Malaysia was Senior Manager in Managed Investment Schemes Department where he specialised and was responsible in reviewing proposals related to establishment of new collective investment schemes including unit trust funds and real estate investment trusts. He also was responsible to develop guidelines and monitor compliance by unit trust management companies. He began his career as an auditor at Price Waterhouse (now known as PricewaterhouseCoopers) in 1996.

He holds a master’s degree in Business Administration (Finance) from Cardiff University.

Alistair MacDonald is a vice president and institutional portfolio manager for the Templeton Emerging Markets Group, based in the Singapore office. As an integrated member of the emerging markets team, Mr. MacDonald is the principal conduit to provide perspective and understanding regarding the team's investment strategies to a broad range of clients globally. Prior to joining Templeton in 2012, Mr. MacDonald worked for Man Investments, where he covered long only and alternative equity funds, based initially in London and then later in the Cayman Islands. He started his career in London at Goldman Sachs Asset Management, where he was an analyst in the quantitative strategies hedge fund team. He entered the financial services industry in 2004. Mr. MacDonald holds a B.Sc. in economics with honors from the University of Warwick. He is a Chartered Financial Analyst (CFA) charterholder.

Dominic Volek is Group Head of Private Clients at Henley & Partners and a member of the Executive Committee. Originally from South Africa, he now spends his time between London, Dubai, and Singapore as a private client specialist in residence and citizenship planning and provides advice to ultra-high-net-worth individuals and their families across the globe. His work targets countries that are deemed most attractive to wealthy individuals in terms of mobility, security, privacy, personal tax, estate planning, and lifestyle. He is also a member of the firm’s Government Advisory practice, providing strategic advice to governments on the design, implementation, and promotion of successful investment migration programs. Dominic is a certified Chartered Accountant CA (SA), holding both a Bachelor of Commerce in Accounting with Honors and Bachelor of Arts in Corporate Communication. Prior to joining Henley & Partners, Dominic had a successful career as part of the Senior Management team in one of the big four accounting and advisory firms in Singapore, South Africa, and the USA. Dominic is frequently sought after as a speaker and thought leader on residence and citizenship planning, and he regularly provides commentary on the Henley Passport Index. He has been interviewed by top-tier media such as BBC, Quartz, and Bloomberg.

Hans Diederen is the Head of Family Office Services at the Heritage Trust Group since January 2016. His main focus is on advising Asian Business Families with governance structures to timely prepare them for Family and Business succession. Hans has over 23 years of experience in the financial service industry spanning 6 countries on 3 continents in both corporate banking and wealth management. Since 2006 he is based in Asia in senior roles wealth management roles, his time almost equally split between Hong Kong and Singapore. In his last role he was CEO Asia for Credit Agricole Suisse and responsible for the Asian wealth management activities. Prior to that, Hans was Managing Director, Head of South East Asia Advisory at Merrill Lynch. For ABN AMRO he worked in senior roles in Brazil, the Netherlands, Luxembourg, Gibraltar, Hong Kong and Singapore across private and corporate banking. His last role was CEO, private banking Asia. Hans is a Dutch national and graduated from Erasmus University Rotterdam with a Master’s degree in Commerce and Business Administration.

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.

Shan Saeed is a Global Chief Economist at Juwai IQI, a leading proptech company operating and advising clients in Kuala Lumpur, Singapore, Hong Kong, London, Phnom Penh, HCMC, Melbourne, Makati, Toronto, Doha and Dubai [www.iqiglobal.com]. He has 22 years of solid financial market experience in the areas of private banking, risk /compliance management, commodity investments, global economy, branding and business strategy. Based in Kuala Lumpur He is a financial market commentator and cited in Al Jazeera TV, Hubbis Hong Kong, CNBC Arabia / Indonesia, Singapore, FT [Deutschland], Channel News Asia Singapore, International New York Times/Malaysian Reserve, The Edge Financial Daily, Uni of Chicago, Booth School of Business alumni magazine, The Gulf Today, Wall Street Journal, Berita Harian, Islamic Finance News Malaysia, Khaleej Times, Smart Investor, Money Compass, Rotary Club USA, World Business Journal Singapore, Focus Malaysia, Oil/Gas magazine Malaysia, Business Today, Bernama TV and many more. He has been invited to the World Bank / IMF annual meeting in October 2017 in Washington DC to participate in the Belt and Road Initiative summit and shared his thoughts about the importance of infrastructure investment strategy for emerging economies. Invited by SWF's including EPF / PNB to share thoughts on global macroeconomic outlook and Asia's growth landscape. SIDC, the training arm of Securities Commission Malaysia invited him in Oct-2022 to fathom his perspective on the global macroeconomic outlook. He has graduated from one of the prestigious and elite business schools in USA i.e. Booth School of Business at the University of Chicago. He got his first MBA from IBA Pakistan [in collaboration with the Wharton School, University of Pennsylvania]. He is also trained in Alternative Banking/Strategies from the Harvard Business School, USA.

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.

K.R.Raju is one of the veterans in the Financial Planning industry being one of the earliest recipients of the Chartered Financial Consultant (ChFC) qualification offered by American College. Besides that, Raju also carries the qualification of a Certified Financial Planner (CFP) and also a life member of the prestigious Million Dollar Round Table (MDRT) award. While being in the industry for over 35 years, Raju has developed a close relationship with some of the leading practitioners in Australia and from their practice models; he realizes that there will be a revolutionary change taking place in the financial services industry in the whole of ASEAN, demand for competent advice will be the future driven by technology will be the order of the day. With this mindset, Raju has further enhanced the Australian practice model and integrated it within the practice of MCG Group. With his leadership, commitment and passion MCG Group has become one of the leading financial planning companies in Malaysia in providing quality comprehensive financial solutions. MCG Group with his advice and guidance has produced numerous award winners (Malaysian Financial planning award) MYFPA in the country. His Practise model of PLAN, ADVICE & PRODUCT (PAP) has resulted MCG Group as one of the top Financial planning Brand in the country. He has now introduced a Practise management System PMS an ultimate tool for financial planning practitioners. Immediate past president of the Malaysian Financial Planners & Advisers Association regularly contributes to the industry in his speaking assignments & articles. Author of one of the earliest financial planning book “Winning Strategies in Financial Planning”. He strongly propagates that buying financial products without a plan is like taking medication without examining oneself of his/her medical condition.

Alvin has responsibility over Maybank Group’s wealth business across the private banking, mass affluent as well as emerging affluent segments. The wealth business spans 8 countries and tops USD50b in combined AUM. Alvin Lee has 20+ years of banking experience across wealth management, corporate, consumer banking and treasury, with specialisations in product and risk management, as well as business development. Alvin’s vast experience across Asia, Europe, Africa and Middle East means that he is well attuned to local and global opportunities and challenges. Prior to joining Maybank, Alvin worked at Burgan Bank in Kuwait as a consultant to the CEO, managing the bank's Treasury function as well as its proprietary investment portfolio in fixed income, fund and private equity. He also spent 14 years with Citibank and four years with Barclays in London. He began his career at JP Morgan. He has proven track records in establishing new product lines, implementing bank investment strategy across different asset classes and managing specialist teams with ethnic and national diversity.

With a background in many different aspects of wealth management, Steven Seow was appointed Mercer's head of wealth management in Asia in October 2013. Although based in Singapore, he travels extensively to work with the firm's financial institution client base across Asia. Prior to joining Mercer, Steven was director of banking and wealth management at Ernst & Young Advisory in Singapore for just over five years, offering private and retail banks in Asia business advisory services in investment suitability, product development and business operations controls. His has also worked in Citi Private Bank, IBM Business Consulting, PricewaterhouseCoopers Consulting and Odyssey Financial Technologies.

Robert is the Co- Founder and Managing Director of MyFP Services Sdn Bhd. He is also a Director of iFPN Sdn Bhd (the 1st fee only financial planners network in Malaysia) and has over 20 years experience in financial services through senior positions in commercial banks, a global life insurance company and now as a licensed financial planner in MyFP serving mass affluent and high net worth individuals, professionals and business owners. He served as the Vice President of FPAM’s (Financial Planning Association of Malaysia) Board of Governors for years 2003 – 2005 and was also Chairman of FPAM’s Disciplinary Committee 2005, Chairman of the FPAM’s KL Chapter 2003-2005 and a member of FPAM’s Board of Certification and Standards and also FPAM’s Standards & Professional Review Committee. He has and continues to contribute significantly to the development of financial planning in Malaysia through talks, forums and direct engagements with Bank Negara and the Securities Commission. He has also appeared in various television programs and popular business radio shows like Bfm 88.9. He has given numerous talks to senior personnel in non-profit and commercial organisations including churches, NGOs and multinational commercial entities like Shell, IBM, Intel, HSBC, UBS Bank, Johnson & Johnson, General Electric, Dow Chemicals and Nestle. His articles and opinions have been frequently sought and published in mainstream English and vernacular newspapers and magazines including Personal Money, The Star, The Sun, The Edge Financial Daily and Oriental Daily. Robert is also contributing back to society by participating in an NGO called Saya Anak Bangsa Malaysia (SABM) and was the Treasurer of the Jawatan Kuasa Penduduk(JKP) for MPSJ Zon 18 where he contributed his time to local community activities.

Munirah Khairuddin is the Chief Executive Officer (“CEO”) of CIMB-Principal Asset Management Berhad (“CIMB-Principal”).

She joined CIMB-Principal in November 2006 and appointed as Deputy CEO in November 2008. Then, Munirah was responsible for the development of institutional, corporate and international business opportunities and institutional sales. She also served as the Director of CIMB-Principal and Commissioner of PT CIMB-Principal Asset Management in Indonesia. She previously worked as a G7 Economist and strategist for a Fortune 500 multinational oil and gas company. Prior to that, she was a fixed income portfolio manager for emerging markets at Rothschild Asset Management in London.

Munirah was appointed as CEO in August 2013. She has been instrumental in helping the company to grow its AUM, deepening its retail leadership with new focus in private retirement space, and maintaining consistent risk management and investment performance whilst elevating the overall customer experience. Munirah also played an integral part in the strategic business development initiatives of CWA. CWA was integrated into CIMB-Principal in August 2013 with an agency sales force of more than 6,000 unit trust consultants across 12 branches nationwide. Munirah also oversees both the retail and corporate businesses for Singapore.

Munirah is a Chartered Financial Analyst (“CFA”) charterholder and holds the Capital Markets Services Representative’s License (“CMSRL”) for fund management. She graduated with a Bachelor of Arts (Honours) in Accounting & Financial Analysis, University of Newcastle Upon Tyne UK. She was recently named as the CEO of the Year, Malaysia in the Asia Asset Management’s 2015 Best of the Best Awards for the second year in a row. Munirah was also selected as one of the recipients for the “Top 25 Women of Asset Management” awards by AsianInvestor in 2014. 

Sharizad binti Juma’at is the Chief Executive Officer of RHB Islamic International Asset Management. She leads the institutional business for RHB Asset Management in Malaysia and drives the Islamic business for Group Asset Management of RHB Banking Group. 

Sharizad has close to 30 years of capital markets and investment management experience; covering treasury, fixed income, equities, private equity fund and real estate. She worked for the Employees Provident Fund as Head of Treasury and Fixed Income, and Head of Equity Investments of EPF. Prior to joining RHB, she was the MD / CEO of Amanahraya Investment Management Sdn Bhd. Before that she was the CEO of Amanahraya Reits.

Sharizad holds a Bachelor of Science (Hons) in Biochemistry from the Universiti Kebangsaan Malaysia and a Master in Business Administration (MBA) from Michigan State University, U.S.A. She has completed the ICLIF Global Leadership Development Programme at Harvard University in Boston, U.S.A, as well as the Women Directors Programme under the NAM Institute for the Empowerment of Women Malaysia. She was also named as one of the Top 10 Women in Global Islamic Finance by Islamic Finance Review (April 2017).

Alvin is the Executive Director and Chief Executive Officer of StandardFA. Alvin has always been a key member of StandarFA and assumed various senior executive roles before heading this position. 

During his CMO tenure, he is instrumental in charting and managing the company’s Sales, Marketing, Branding and Communication division in expanding the advisers network and partnership distribution relationship.  

He started his investment career with TA Unit Trusts Bhd as their Senior Agency Manager, where he is awarded as the Top Newcomer and Most Promising Consultant Year 2002. He has over 15 years of financial services industry experience and was the former Vice Secretary for the Association of Financial Adviser  Malaysia (AFA) from the year 2015 to 2017.

He is also the co-founder and non-executive director of GetCover - a customer driven FinTech, with an objective to build a lifestyle transactional eco-system that is integrated with the business systems of various financial services companies to provide a seamless robust infrastructure via mobile application.

Graduated top from his class, he holds a first class honours degree in Finance from Universiti Tenaga Nasional Malaysia, majoring in investment and risk management.

Mr Raymond Lew graduated with a Bachelor of Education (Honours) and started his career in life insurance with a large conglomerate in Malaysia. He has more than 25 years of experience in both local and global financial institutions (banks and insurance companies) in various senior management positions. 

His areas of expertise cover a broad spectrum of insurance businesses eg agency development, Bancassurance, alternative distribution, product development, marketing, corporate communication, training, wealth management etc. These skills coupled with his broad range of experiences have enabled him to hold various senior positions within the financial industry.

In 2013, Raymond joined Sun Life Malaysia as Chief Distribution Officer, taking charge of key distribution and marketing functions. In 2016, his portfolio was expanded to include the spearheading of the Company’s digital business transformation strategy and he now holds the title of Chief Distribution and Marketing Officer. 

Prior to Sun Life Malaysia, he held senior leadership positions in RHB Insurance and RHB Banking Group where he was instrumental in building the Group’s insurance and Bancassurance businesses. 

Raymond was also previously an EXCO member of National Insurance Association of Malaysia (NIAM) cum the Chairperson for Bijak Malaysia and Ceria Malaysia Committee.  Since 2007, both committees have helped drive transformational growth as well as shaped the Bancassurance landscape in Malaysia.

Kin Onn Kee is Head of WIN Group, a Family Office Group. 

Kin Onn is the former Head of Private Banking at AmBank Group. He built the sales, investment and operations team to its position as a market leader in Malaysia, working closely with Bank Negara Malaysia and the Securities Commission on regulatory affairs. As Chief Investment Officer over the years, he led investment team to achieve strong performances across global multi-asset portfolios.

He has over 20 years of experience in investments, banking and corporate advisory and is a qualified Chartered Financial Analyst, Financial Risk Manager and Chartered Accountant.

As a leading wealth management practitioners in Malaysia, Yap Ming Hui is one of the foremost authorities on holistic wealth management and family office. He is the author of six best-selling books: 

Yap Ming Hui is the founder and managing director of Whitman Independent Advisors Sdn Bhd (www.whitman.com.my) a leading holistic wealth management firm (RM2.54 Billion asset under advice) in Malaysia which specialises in helping clients to grow their whole wealth. Whitman is licensed by the Securities Commission and Bank Negara Malaysia.

Yap’s personal advisory clients include some of the major owners of public-listed companies (PLCs) on Bursa Malaysia, CEOs of multi- national corporations (MNCs) and successful small-and-medium enterprise (SME) companies.

In 2008, inspired by a cold call from a single mother seeking independent financial advice, Yap decided to adapt his wealth management solutions to fit the needs of every Malaysian. The solution he created for her, the ‘Roadmap to Financial Freedom’, is showcased in his book, Roadmap to Financial Freedom.

Currently, once a month, Yap contributes to a column in the STAR Bizweek on Saturdays called Money and You. When time permits, he also contributes personal finance book reviews for THE STAR newspaper.

In 2017, he started Yap’s Money Life Show on YouTube to educate the public online. 

Phil Smith is a UK Qualified Chartered Accountant who has been with Zurich and its predecessor companies for more than twenty years, eleven of which have been in Asia Pacific. He left Zurich Life UK in 2004 to join the Asia Pacific regional team in Sydney as Strategic Finance Executive before becoming CFO for Greater China and South East Asia in 2005 to 2008, based in Beijing. In 2008, Phil moved to Hong Kong where he took up a variety of regional roles, more latterly as Head of Business Development and Strategy, during which time he carried out the business lead roles in acquisitions in Indonesia and Malaysia.

In 2014, he moved to Malaysia and became CEO of Zurich Insurance Malaysia Berhad, a composite insurer based in Kuala Lumpur. In this role he is responsible for the day to day operations of the Life Business and has overall regulatory responsibility for the composite company, which has 1300 employees, Rm7bn of assets under management and takes in Rm1.5bn in GWP. He is also a member of the Asia Pacific Global Life and Group Leadership Teams.

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.

Alvin has responsibility over Maybank Group’s wealth business across the private banking, mass affluent as well as emerging affluent segments. The wealth business spans 8 countries and tops USD50b in combined AUM. Alvin Lee has 20+ years of banking experience across wealth management, corporate, consumer banking and treasury, with specialisations in product and risk management, as well as business development. Alvin’s vast experience across Asia, Europe, Africa and Middle East means that he is well attuned to local and global opportunities and challenges. Prior to joining Maybank, Alvin worked at Burgan Bank in Kuwait as a consultant to the CEO, managing the bank's Treasury function as well as its proprietary investment portfolio in fixed income, fund and private equity. He also spent 14 years with Citibank and four years with Barclays in London. He began his career at JP Morgan. He has proven track records in establishing new product lines, implementing bank investment strategy across different asset classes and managing specialist teams with ethnic and national diversity.

Ng Chze How is the General Manager of AIA Pension & Asset Management Sdn Bhd. He is the Capital Market Service Representative License Holder and the Executive Director of the company. He has more than 20 years of working experience in the financial services and fund management industries. 

Prior to joining AIA in August 2015, he was a senior management in AmInvestment Services and Prudential Asset Management, with RM45 bil and RM4 bil worth of asset under management. He is also a key member of the Investment Committee of AIA Pension & Asset Management. Chze How holds a BA in Marketing & Management from University of Strathclyde, UK.

Dominic Volek is Group Head of Private Clients at Henley & Partners and a member of the Executive Committee. Originally from South Africa, he now spends his time between London, Dubai, and Singapore as a private client specialist in residence and citizenship planning and provides advice to ultra-high-net-worth individuals and their families across the globe. His work targets countries that are deemed most attractive to wealthy individuals in terms of mobility, security, privacy, personal tax, estate planning, and lifestyle. He is also a member of the firm’s Government Advisory practice, providing strategic advice to governments on the design, implementation, and promotion of successful investment migration programs. Dominic is a certified Chartered Accountant CA (SA), holding both a Bachelor of Commerce in Accounting with Honors and Bachelor of Arts in Corporate Communication. Prior to joining Henley & Partners, Dominic had a successful career as part of the Senior Management team in one of the big four accounting and advisory firms in Singapore, South Africa, and the USA. Dominic is frequently sought after as a speaker and thought leader on residence and citizenship planning, and he regularly provides commentary on the Henley Passport Index. He has been interviewed by top-tier media such as BBC, Quartz, and Bloomberg.

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.

Mr Raymond Lew graduated with a Bachelor of Education (Honours) and started his career in life insurance with a large conglomerate in Malaysia. He has more than 25 years of experience in both local and global financial institutions (banks and insurance companies) in various senior management positions. 

His areas of expertise cover a broad spectrum of insurance businesses eg agency development, Bancassurance, alternative distribution, product development, marketing, corporate communication, training, wealth management etc. These skills coupled with his broad range of experiences have enabled him to hold various senior positions within the financial industry.

In 2013, Raymond joined Sun Life Malaysia as Chief Distribution Officer, taking charge of key distribution and marketing functions. In 2016, his portfolio was expanded to include the spearheading of the Company’s digital business transformation strategy and he now holds the title of Chief Distribution and Marketing Officer. 

Prior to Sun Life Malaysia, he held senior leadership positions in RHB Insurance and RHB Banking Group where he was instrumental in building the Group’s insurance and Bancassurance businesses. 

Raymond was also previously an EXCO member of National Insurance Association of Malaysia (NIAM) cum the Chairperson for Bijak Malaysia and Ceria Malaysia Committee.  Since 2007, both committees have helped drive transformational growth as well as shaped the Bancassurance landscape in Malaysia.

K.R.Raju is one of the veterans in the Financial Planning industry being one of the earliest recipients of the Chartered Financial Consultant (ChFC) qualification offered by American College. Besides that, Raju also carries the qualification of a Certified Financial Planner (CFP) and also a life member of the prestigious Million Dollar Round Table (MDRT) award. While being in the industry for over 35 years, Raju has developed a close relationship with some of the leading practitioners in Australia and from their practice models; he realizes that there will be a revolutionary change taking place in the financial services industry in the whole of ASEAN, demand for competent advice will be the future driven by technology will be the order of the day. With this mindset, Raju has further enhanced the Australian practice model and integrated it within the practice of MCG Group. With his leadership, commitment and passion MCG Group has become one of the leading financial planning companies in Malaysia in providing quality comprehensive financial solutions. MCG Group with his advice and guidance has produced numerous award winners (Malaysian Financial planning award) MYFPA in the country. His Practise model of PLAN, ADVICE & PRODUCT (PAP) has resulted MCG Group as one of the top Financial planning Brand in the country. He has now introduced a Practise management System PMS an ultimate tool for financial planning practitioners. Immediate past president of the Malaysian Financial Planners & Advisers Association regularly contributes to the industry in his speaking assignments & articles. Author of one of the earliest financial planning book “Winning Strategies in Financial Planning”. He strongly propagates that buying financial products without a plan is like taking medication without examining oneself of his/her medical condition.

Chan Ai Mei is the Chief Marketing & Distribution Officer of Affin Hwang Asset Management Bhd ("Affin Hwang AM"). In her capacity as Chief Marketing & Distribution Officer, she is responsible for the overall management and development of Products, Wealth & Advisory, Marketing & Communication as well as to oversee the distribution of funds through the Financial Institutional channel. She joined the company as the Head of Financial Institutional business in 2010 and assumed the role of Chief Marketing Officer in 2014. She was re-designated to her current role in 2017. During her stint as the Head of Financial Institutional Distribution, she was responsible for overseeing and driving the growth of third-party distribution channels for Affin Hwang AM and developing a team that services the financial institutions and business partnership teams that distribute our products. Prior to her role at Affin Hwang AM, she was with Standard Chartered Bank for five (5) years where she was involved in the Wealth Management business driving sales of investment products as well as leading a team of Investment Consultants. She also spent close to seven (7) years in Citibank as a Personal Banker and subsequently managed a team. She graduated with a degree in Bachelor of Commerce (majoring in Marketing) from the University of Auckland, New Zealand and is also a Certified Financial Planner.

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.

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.

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.

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.

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.

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.