Malaysian Wealth Management Forum 2019

CheeMee Ho is the Director and Head of the Malaysia office at Henley & Partners. CheeMee has more than 15 years’ professional experience in various industries with regard to customer service, marketing, and business development. CheeMee has been with the firm for over 7 years advising HWNIs and families based in Malaysia for residence and citizenship planning.

Allen has a 15 year background in Investment Management, Financial Advice, and Financial Services Technologies in New Zealand, London, and Singapore. Allen has worked with FNZ for 6 years and has been involved in over 10 major Platform implementations including Barclays, HSBC, M&G, JP Morgan, National Australia Bank, Singapore Life, Aviva Navigator, and UOB. Allen has held Multiple roles with FNZ. He is now responsible for the regional growth of FNZ’s core wealth management Platform-as-a-Service offering. Prior to FNZ Allen has worked as an Investment Analyst and Financial Adviser, working with some of NZ’s largest Insurers, Wealth Managers, and Financial Advisory firms. Allen and his young family have been based in Singapore for the last 3 years.

Joanne Siu is the Sales Director of Marketing – ETF & Index Team at Samsung Asset Management (HK) Limited, responsible for ETF business development & marketing, building up extensive distribution channels to connect our brand with intermediaries and also present & speak in public client events, conferences, seminar, staff in house training and other related marketing activities.

Prior to joining Samsung Asset Management (HK) Limited in 2016, Joanne has been worked for Global Custodian Bank, Global Asset Management Firm BlackRock, Chinese Asset Management Firm GF International and Financial Service Provider mainly focus on both Mutual Fund and ETF Products.

Richard joined Jersey Finance in 2014, originally as our Business Development Director for the UK, before relocating to the Middle East in 2016 to cover the GCC region. Richard was born and educated in London and subsequently went on to study at the University of Leicester where he graduated with an honours degree in Economics & Social History.

Prior to Jersey Finance Richard spent eight years with Barclays International and led the UK Resident Non Domicile business within Barclays International Banking based in Canary Wharf. Previous to this he spent six years based in their Jersey office as an Investment Manager before going on to lead the business development and client relationship teams.

Richard is a holder of the Investment Management Certificate (IMC) and through the Society of Trust and Estate Practitioners (STEP) obtained the Diploma of International Trust Management with distinction, entitling the TEP designation.

Snow related activities are amongst Richard’s keenest interests and he serves as trustee for the UK charity TAMBA (Twins and Multiple Births Association).

Julian was born and raised in Sydney Australia holding degrees in Real Estate from the UNSW, and Mandarin from BLCU. He has co-founded 8 companies, including social media, real estate investment & development, proptech and blockchain. He is focused on building key infrastructure connecting DeFi (Decentralized Finance) + TradFi (Traditional Finance) . Julian is the co-founder and CEO of InvestaX (Singapore Security Token Platform) and IX Swap (1st Automated Market Maker for security tokens/NFTs). Julian is also the host of the Infinity and Beyond Podcast. He lives in Singapore with his co-founder Alice, daughter Kennedy and two dogs Chase and Marley. 

Twitter: https://twitter.com/julian2kwan.
Linked: https://www.linkedin.com/in/juliankwan/.
Company Website: www.investax.io.
Company Website: www.ixswap.io

Wein joined Maybank in 2017 and is tasked to develop the platform and grow the Wealth management business for Maybank. Prior to that he spent 25 years in Private Banking in Singapore where he was Managing Director in Deutsche Bank and Credit Suisse, and Executive Director in Morgan Stanley. He has always been in client facing roles covering the Malaysia market.

Reza has 20 years of investment-related experience in the financial services industry. Beginning in the Treasury Division of a Malaysian Bank, Reza dealt in multiple financial instruments for both proprietary trading and corporate desks before moving into asset management in 2002. He was based in the Middle East in 2008 and 2009 to develop the middle eastern market for a Malaysian asset management firm and has been specialising in Islamic Asset Management since 2010. Reza graduated with a Bachelor of Commerce Degree from La Trobe University, Melbourne and obtained the Security Commission of Malaysia's Capital Markets and Services Representative’s License (CMSRL) for fund management in 2011.

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.

Rossen Djounov is managing director - head of Asia. In February 2017, he was appointed to his new role and now closely focuses on the future growth of GAM Investments in the Asian region including Japan and Australia. Prior to this he was head of International distribution, responsible for distributing GAM’s product range and investment capabilities across US offshore, Latin America, Central and Eastern Europe, the Middle East, Japan, Australia and New Zealand. Rossen Djounov joined GAM in February 2008 to initially focus on structured product sales and from 2009 to head structured investments. Before joining GAM, he was managing director at Forsyth Partners Global Distributors in Dubai and proceeded as head of investments at Forsyth Partners UK. Rossen Djounov holds a MBA in Financial Management from the University of Exeter and the Investment Management Certificate. He is based in Hong Kong.

David Meier joined Leonteq Securities in 2012 to help build up the office in Singapore. He is mandated to develop new business relationships and to distribute derivative products to financial intermediaries in South-East Asia across all asset classes and payoffs. In this capacity being specialized in bespoken structured solutions, he studies market trends, analyzes individual client needs and advises on tailor-made products for them.

David has over a decade of professional experience in the structured products industry with a background in sales, structuring and regulatory work. Prior to joining Leonteq, he has worked in the structuring department of Goldman Sachs in London and as a listing specialist of structured products at the Swiss Stock Exchange in Zurich.

David graduated from the University of St. Gallen (HSG), Switzerland.  In his free time, David enjoys playing golf and diving.

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.

Evonne Tan is a Client Advisor at Henley & Partners Malaysia and is based in the Kuala Lumpur office. She advises high-net-worth individuals and their families on their residence and citizenship planning needs across the Caribbean, North America, Europe, Asia, and Australasia. Evonne has 13 years’ experience in business development and private client advisory, having worked in multiple foreign banks and managing both private and corporate clients, as well as executing business mergers and acquisitions. Evonne is a graduate from the University of East London, with a bachelor’s degree in business management. She is a member of the Investment Migration Council and is fluent in Mandarin and English.

Carolyn Leng Head of Maybank Private Malaysia, Wealth Management A pioneer of Malaysia's Private Banking sphere with over 20 years of experience, Carolyn Leng is a leading authority in the country's wealth management industry. Carolyn is currently the Head of Maybank Private in Malaysia and is responsible for driving the strategic growth of the high net worth business segments for the Bank in Malaysia, while accelerating its regional expansion. This involves talent and infrastructure development, as well as formulation of impactful business strategies to deliver wealth management solutions to meet clients' financial requirements in Malaysia, and abroad. Since joining Maybank in 2019, Carolyn has been laser focused on growing Maybank Private's customer base and assets under management (AUM). Within her first year at the helm, she has successfully grown the domestic AUM by 42% as well as developed and trained a robust regional sales force of over 60 client advisors. Prior to joining Maybank Private, Carolyn was attached to CIMB Private Banking since its launch in 2002, with the last position held being Head of Private Banking in Malaysia. During the tenure, Carolyn had built and led teams to drive client relations, as well as expanded the Private Banking business by establishing presence in four new states - Penang, Sarawak, Sabah and Johor. She had also served at unit trust and mutual fund companies namely CIMB Principal Asset Management in Malaysia, and Templeton Management Limited, one of Canada's largest mutual funds, where she managed sales for the provinces of British Columbia and Alberta. Carolyn graduated with a Bachelor of Arts Degree (Hons) in Economics from the University of Toronto and has completed various Financial Planning courses.

Mr Taiyabi has over 13 years of experience in the financial services industry on sales and business development across Asia, including Singapore, Malaysia and Thailand. Prior to joining Quantifeed, Mr Taiyabi was the Head of Business Development for eWise, a global account aggregation technology provider. Before that, he was working for Thomson Reuters, SIX Financial Information and Bloomberg.

Kelvin Lim is the Head of Business Development for IRESS Asia and is responsible for expanding the reach of IRESS’ Wealth and Trading Solutions in the region.

He has over 13 years’ of Fintech exposure in the Capital Markets Technology Industry having worked previously at Fidelity National Services and Intercontinental Exchange and advising the firm’s Tier 1 Clients.

Anand Rai has 11 years of experience in the business of wealth management and in designing of wealth management products. He has worked as a Consultant with large regional and global banks. His area of expertise includes financial planning, performance analytics and trading systems. Currently he is actively engaged in designing systems which increase productivity in the Front Office specifically that of relationship managers and their supervisors.

Tony is the Head of Intermediary Sales for CSOP Asset Management based in Hong Kong. He oversee ETFs and active funds distribution & solution for Private Banks, IAM and Family Office. Tony is responsible for developing sales strategy and strategic partnership with institutions. Prior to joining CSOP, he worked for HKEx, where he was the Private Wealth coverage relationship manager. Before that, Tony was working for Citi in various roles, including Equity Specialist; Equities Sales & Trading and Product Management role.

John Robson drives client partnerships at Quantifeed, a leading provider of digital investment solutions to financial institutions in Asia. He works with banks, online brokers and wealth advisors to assist them in developing their digital wealth management future. Based in Hong Kong for over 20 years, he has held regional leadership roles at JP Morgan, Nomura and Merrill Lynch managing teams which serviced the region’s consumer and private banks. His career has been focused on the development of investment platforms and products. He has been instrumental in introducing significant product innovation to wealth management platforms in Hong Kong, London and Tokyo. John has been a board member of several private and public listed companies.

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.

Sammeer is a banking professional with significant track record of delivering sustainable growth and profitability across multiple businesses and geographies including India, Malaysia, Singapore, Vietnam, Sri Lanka, Brunei and Nepal. His functional expertise includes domains of Product Management, Sales Management, Digital across Lending, Transaction Banking and Wealth Management. Sammeer is presently heading the high growth Wealth Management Business for Standard Chartered in Malaysia.

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. 

Elias is a Partner in Trowers & Hamlins' International banking and finance department. Elias trained and worked in London before moving to Dubai, and joined Trowers & Hamlins in 2014. Elias has a broad range of experience both in the conventional and Islamic finance spheres. He has significant experience in representing the full spectrum of stakeholders on a range of banking and finance transactions including project financings and real estate financings as well as capital market issuances. Elias has a broad range of experience both in the conventional and Islamic finance spheres. He has significant experience in representing the full spectrum of stakeholders on a range of banking and finance transactions including trade financings, project financings and real estate financings as well as capital market issuances.

Kenny is the Principal Officer for Bill Morrisons International Ltd and also the Chief Marketing Officer of the group which holds a Securities Commission and Bank Negara licensed in Financial Advisory. Markets awareness and products savviness reflect Kenny Suen’s expertise as he leads the marketing function at Bill Morrisons Group. He has lead and driven wealth management initiatives through channel distributions during his stint with the banks like CIMB Bank, UOB Bank, Alliance Bank and Citibank of Malaysia. With a career spanning more than 25 years as a banking and financial services professional, Kenny understands the evolving landscape of various financial solutions, their relevance and their suitability to each of its clients. Kenny is able to design and deliver unique suites of financial solutions to help clients maximize and protect their portfolio. As a seasoned financial services professional, Kenny is familiar with the wealth management industry and has developed strong relationships with financial institutions in Malaysia and abroad. Kenny is well-suited to select, train and equip candidates with the right skills and expertise to become the leading financial advisory consultants across the region. Kenny has an MBA from Herriot-Watt Business School and graduated from RMIT University, Australia in 1996 with a Degree in Economics & Finance. Kenny holds a CFP and Syariah RFP and is also a Labuan FSA-licensed insurance broker.

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.

Andreas Wenger joined IMTF group in 2018 as APAC General Manager. Since 2011, Andreas has been working in Singapore and acquired a deep understanding of the actual challenges faced by banks operating in this region. Andreas holds a master degree from ETH Zurich and a PhD from University of Zürich in Physics. His experience encompasses business and technology transformation, front office strategies and processes, and post-merger integration.

David Varley is Chief High Net Worth Officer at Sun Life Financial in Hong Kong. He specializes in HNW and Ultra HNW Planning and Insurance Structuring solutions for clients and families in Asia. He has a Bachelor of Commerce Degree, with an Honors in Management, and a thesis in Innovation – from Melbourne University. Previously he was Head of HNW for Asia for AXA, and Head of International Business for Aviva.

Ranjiv joined in 2009 and has more than 15 years’ experience in financial markets where he was a strategist for Asia at Aberdeen Asset Management Singapore from 2001. Ranjiv later became the Head of Investment Advisory for BSI Bank Ltd in Singapore from 2007 – 2009. He has a Master’s degree of Business Administration in Finance with an emphasis on Financial Engineering from Thunderbird, the American Graduate School of International Management, and is a Bachelor of Business Administration in Finance from the University of Wisconsin.

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.

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.

Sammeer is a banking professional with significant track record of delivering sustainable growth and profitability across multiple businesses and geographies including India, Malaysia, Singapore, Vietnam, Sri Lanka, Brunei and Nepal. His functional expertise includes domains of Product Management, Sales Management, Digital across Lending, Transaction Banking and Wealth Management. Sammeer is presently heading the high growth Wealth Management Business for Standard Chartered in Malaysia.

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. 

Kenny is the Principal Officer for Bill Morrisons International Ltd and also the Chief Marketing Officer of the group which holds a Securities Commission and Bank Negara licensed in Financial Advisory. Markets awareness and products savviness reflect Kenny Suen’s expertise as he leads the marketing function at Bill Morrisons Group. He has lead and driven wealth management initiatives through channel distributions during his stint with the banks like CIMB Bank, UOB Bank, Alliance Bank and Citibank of Malaysia. With a career spanning more than 25 years as a banking and financial services professional, Kenny understands the evolving landscape of various financial solutions, their relevance and their suitability to each of its clients. Kenny is able to design and deliver unique suites of financial solutions to help clients maximize and protect their portfolio. As a seasoned financial services professional, Kenny is familiar with the wealth management industry and has developed strong relationships with financial institutions in Malaysia and abroad. Kenny is well-suited to select, train and equip candidates with the right skills and expertise to become the leading financial advisory consultants across the region. Kenny has an MBA from Herriot-Watt Business School and graduated from RMIT University, Australia in 1996 with a Degree in Economics & Finance. Kenny holds a CFP and Syariah RFP and is also a Labuan FSA-licensed insurance broker.

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.

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.

John Robson drives client partnerships at Quantifeed, a leading provider of digital investment solutions to financial institutions in Asia. He works with banks, online brokers and wealth advisors to assist them in developing their digital wealth management future. Based in Hong Kong for over 20 years, he has held regional leadership roles at JP Morgan, Nomura and Merrill Lynch managing teams which serviced the region’s consumer and private banks. His career has been focused on the development of investment platforms and products. He has been instrumental in introducing significant product innovation to wealth management platforms in Hong Kong, London and Tokyo. John has been a board member of several private and public listed companies.

Julian was born and raised in Sydney Australia holding degrees in Real Estate from the UNSW, and Mandarin from BLCU. He has co-founded 8 companies, including social media, real estate investment & development, proptech and blockchain. He is focused on building key infrastructure connecting DeFi (Decentralized Finance) + TradFi (Traditional Finance) . Julian is the co-founder and CEO of InvestaX (Singapore Security Token Platform) and IX Swap (1st Automated Market Maker for security tokens/NFTs). Julian is also the host of the Infinity and Beyond Podcast. He lives in Singapore with his co-founder Alice, daughter Kennedy and two dogs Chase and Marley. 

Twitter: https://twitter.com/julian2kwan.
Linked: https://www.linkedin.com/in/juliankwan/.
Company Website: www.investax.io.
Company Website: www.ixswap.io

Allen has a 15 year background in Investment Management, Financial Advice, and Financial Services Technologies in New Zealand, London, and Singapore. Allen has worked with FNZ for 6 years and has been involved in over 10 major Platform implementations including Barclays, HSBC, M&G, JP Morgan, National Australia Bank, Singapore Life, Aviva Navigator, and UOB. Allen has held Multiple roles with FNZ. He is now responsible for the regional growth of FNZ’s core wealth management Platform-as-a-Service offering. Prior to FNZ Allen has worked as an Investment Analyst and Financial Adviser, working with some of NZ’s largest Insurers, Wealth Managers, and Financial Advisory firms. Allen and his young family have been based in Singapore for the last 3 years.

Rossen Djounov is managing director - head of Asia. In February 2017, he was appointed to his new role and now closely focuses on the future growth of GAM Investments in the Asian region including Japan and Australia. Prior to this he was head of International distribution, responsible for distributing GAM’s product range and investment capabilities across US offshore, Latin America, Central and Eastern Europe, the Middle East, Japan, Australia and New Zealand. Rossen Djounov joined GAM in February 2008 to initially focus on structured product sales and from 2009 to head structured investments. Before joining GAM, he was managing director at Forsyth Partners Global Distributors in Dubai and proceeded as head of investments at Forsyth Partners UK. Rossen Djounov holds a MBA in Financial Management from the University of Exeter and the Investment Management Certificate. He is based in Hong Kong.

David Meier joined Leonteq Securities in 2012 to help build up the office in Singapore. He is mandated to develop new business relationships and to distribute derivative products to financial intermediaries in South-East Asia across all asset classes and payoffs. In this capacity being specialized in bespoken structured solutions, he studies market trends, analyzes individual client needs and advises on tailor-made products for them.

David has over a decade of professional experience in the structured products industry with a background in sales, structuring and regulatory work. Prior to joining Leonteq, he has worked in the structuring department of Goldman Sachs in London and as a listing specialist of structured products at the Swiss Stock Exchange in Zurich.

David graduated from the University of St. Gallen (HSG), Switzerland.  In his free time, David enjoys playing golf and diving.

Anand Rai has 11 years of experience in the business of wealth management and in designing of wealth management products. He has worked as a Consultant with large regional and global banks. His area of expertise includes financial planning, performance analytics and trading systems. Currently he is actively engaged in designing systems which increase productivity in the Front Office specifically that of relationship managers and their supervisors.

David Varley is Chief High Net Worth Officer at Sun Life Financial in Hong Kong. He specializes in HNW and Ultra HNW Planning and Insurance Structuring solutions for clients and families in Asia. He has a Bachelor of Commerce Degree, with an Honors in Management, and a thesis in Innovation – from Melbourne University. Previously he was Head of HNW for Asia for AXA, and Head of International Business for Aviva.

Reza has 20 years of investment-related experience in the financial services industry. Beginning in the Treasury Division of a Malaysian Bank, Reza dealt in multiple financial instruments for both proprietary trading and corporate desks before moving into asset management in 2002. He was based in the Middle East in 2008 and 2009 to develop the middle eastern market for a Malaysian asset management firm and has been specialising in Islamic Asset Management since 2010. Reza graduated with a Bachelor of Commerce Degree from La Trobe University, Melbourne and obtained the Security Commission of Malaysia's Capital Markets and Services Representative’s License (CMSRL) for fund management in 2011.

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.

Ranjiv joined in 2009 and has more than 15 years’ experience in financial markets where he was a strategist for Asia at Aberdeen Asset Management Singapore from 2001. Ranjiv later became the Head of Investment Advisory for BSI Bank Ltd in Singapore from 2007 – 2009. He has a Master’s degree of Business Administration in Finance with an emphasis on Financial Engineering from Thunderbird, the American Graduate School of International Management, and is a Bachelor of Business Administration in Finance from the University of Wisconsin.

Tony is the Head of Intermediary Sales for CSOP Asset Management based in Hong Kong. He oversee ETFs and active funds distribution & solution for Private Banks, IAM and Family Office. Tony is responsible for developing sales strategy and strategic partnership with institutions. Prior to joining CSOP, he worked for HKEx, where he was the Private Wealth coverage relationship manager. Before that, Tony was working for Citi in various roles, including Equity Specialist; Equities Sales & Trading and Product Management role.

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.