Philippines Wealth Management Forum 2016

Anthony Campbell-Brown has a 20-year proven track record of winning complex IT solution sales in difficult international markets and in particular APAC. With a background in capital/debt markets, Risk, IFRS, Transaction and retail banking, he has gained broad and deep understanding of how banks operate which has enabled him to build sustainable revenue streams for FinTech Software companies in SE Asia.

Starting in Bloomberg, he moved on to build and manage sales teams in medium to large size organisation such as Smartstream, Thomson Reuters (Kondor+) and Nucleus whilst also using his entrepreneurial flair to successful start up 2 small businesses in APAC.

Gaurav Malhotra is an experienced professional with over 12 years in the financial services industry working for global financial institutions in the US, India, Canada and Singapore. Over the span of his career Gaurav has worked in wealth management, capital markets and institutional sales. 

Gaurav recently joined ASK Group and is responsible for institutional capital raising, globally, for ASK’s product verticals, namely, listed equities, real estate, and private equity. Prior to joining ASK Group, Gaurav worked for Scotiabank, first in Canada and then in Singapore where he was responsible for the successful setup and growth of the bank’s institutional equities business in Asia-Pacific. He then went on to become the Head of Buy-Side Relationships for the Bank in APAC. Prior to Scotiabank, Gaurav worked for Merrill Lynch in the US and then in India as a Private Banker focused on managing the wealth of High Net Worth Individuals and families.

Gaurav holds qualifications from University of Toronto (Canada), Florida Institute of Technology (US) and De La Salle University (Philippines).

Phillip is a professional fund manager experienced at assisting clients and organisations with their investment portfolios. He has 27 years of experience in management and trading of Philippine equities. 

He is the Managing Director responsible for Philippine equities and Chairman of the Investment Committee at ATR Asset Management (ATRAM). He is licensed as a Certified Investments Solicitor by the Securities and Exchange Commission of the Philippines. He has worked at ATR Asset Management since 2003. He is the fund manager of the ATRAM Equity Opportunity Fund and co-manager of the ATRAM Philippine Balance Fund.

Prior to 2003, Phillip was Vice President for Institutional Sales at ATR Kim Eng Securities and Head of Sales at Anscor Hagedorn Securities. He is the President of the Philippine Investment Funds Association. He was a trustee of the Fund Managers Association of the Philippines and a Past President of the Rotary Club of Makati West.

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.

Aaron Mullins joined Asiaciti Trust in 2015 following 18 years of experience in International Fiduciary Services covering markets across Latin America, Middle East, Europe and Asia Pacific.

In his last position, prior to joining Asiaciti Trust, Aaron was the Head of Fiduciary Services for the Asia Pacific region for a major international bank.

Aaron is an Associate of the Institute of Chartered Secretaries and Administrators, and a member of STEP.

Rafael Ayuste, Jr., is a Senior Vice President of BDO Universal Bank, Inc. and is currently responsible for the Personal Equity & Retirement Account (better known as PERA) business of the bank. He joined BDO in July 16, 2013 and was assigned as group head of the Wealth Advisory & Trust Group of BDO Private Bank, Inc. He spent more than thirty years in the banking industry with twenty four (24) years in the trust industry. Prior to joining BDOPB, he was the Trust Banking head of the Philippine National Bank and Security Bank and Deputy Group Head of Metrobank- Trust Banking Group. He also held various banking positions as head of Sales and Distribution of Banco Santander, Philippines and Citibank handling the Citibank Savings franchise. He is currently the President of the Trust Officers Association of the Philippines (TOAP). He has previously served as president of the association for three (3) terms.

Frederico Rafael D. Ocampo is a Senior Vice-President of BDO Unibank, Inc. He is the Chief Investment Officer of the Trust and Investments Group, investing over Php650 billion in assets under management. He was a former Director of Deutsche Bank’s Asset and Wealth Management Group in Manila. He was named the Philippines’ CIO of the Year by Asia Asset Management for 2012 and 2011. He was likewise recognized as the Fund Manager of the Year for Long Only Fixed Income funds in The Asset’s Asian Asset Awards in 2012. In the survey of the same publication, he was voted as one of the Most Astute Philippine currency bond traders for 2008, 2010, 2011, and 2012.

He completed his Masters of Science in Economics at Pennsylvania State University as The Rotary Foundation Ambassadorial Scholar in 1994. He obtained his bachelors at the University of the Philippines School of Economics with honors in 1990. He completed the International Baccalaureate at the Lester B. Pearson College of the Pacific in Victoria, Canada as a United World College scholar in 1985.

Mr. Jalandoni has had exposure in the financial markets for 22 years starting out as a regional bank analyst in the 1990s and working for a number of global investment banking firms.

After a brief stint in treasury with Citibank, Sydney for three years, where he was an integral member of the regional derivatives desk, Carlos went back to the region in 2005 and assumed the role of Deputy Head of Research (Cross Asset) for HSBC. He was running a team of 80 analysts of equities and fixed income, economists and currency analysts in Japan, Hong Kong and India.

In 2007, he was asked to help steer the global research effort of HSBC and became the Global COO based out of London managing over 600 analysts in 22 countries. After 19 years in Sell Side research, he found himself back in the Philippines and as a senior member of the BPI Asset Management business.

Ms Paz is the Head, Legal, Compliance and Risk for the Asset Management and Trust Group / BPI Asset Management and Trust Corp at the Bank of the Philippine Islands. She is responsible to oversee legal and compliance of BPI Asset Management and Trust Corp.  This includes ensuring regulatory, legal and investments compliance of the business.  She is also responsible for addressing legal queries of the business.

April Lynn Tan is the Vice President and Head of Research in COL Financial, the largest online stockbroker in the Philippines. As Head of Research, she handles a team of analysts who cover more than 60% of the total market capitalization of the Philippine Stock Exchange. She also regularly conducts market strategy presentations and appears in local business programs as a resource person for stock market matters.

April is also the President of the Chartered Financial Analyst Society of the Philippines (CFA Philippines), a position she has held since 2009.  Under her term as president, CFA Philippines won the “Global CFA Institute Research Challenge” twice and several Society Excellence Awards including the “Most Outstanding Society” for its size. The Society also became the country sponsor for the Global Investment Performance Standards (GIPS) together with the local “Fund Managers’ Association of the Philippines” and the “Trust Officers Association of the Philippines.”

She received her Bachelor of Science in Management Engineering degree in Ateneo de Manila University. April became a CFA Charterholder in 2000.

Dreda Teresa Dasmarinas-Mendoza is the Vice President and Trust Officer of CTBC Bank (Philippines) Corp. CTBC Bank Phils is a subsidiary of the biggest privately-owned Bank in Taiwan whose total assets stood at Php4.96 Trillion as of December 31, 2015. Before joining CTBC in 2014, she set up and started the operations of the trust departments of both Sterling Bank of Asia (2008-2011) and First Metro Investment Corporation (2011-2014). Ida started her career in Security Bank Corporation. Her 13 years in the bank exposed her to all facets of trust banking e.g. operations, account management, trading and investments, and portfolio management. She served as a director of the Board of the Trust Officers Association of the Philippines in 2014-2016, and is a member of the Fund Managers Association of the Philippines. Ms. Mendoza graduated Cum Laude in the Mindanao State University – Main Campus. She completed the One Year Trust Course with Distinction and finished the academic requirements for Masters in Business Administration at the Ateneo Graduate School of Business. She has 2 children aged 6 and 11.

Sandeep Lalwani heads a number of strategic initiatives for Miles. He is a financial services professional with over 25 years of experience in the industry. He commenced his career with Arthur Andersen's fastest growing practice in India in the mid-1980s and has gone on to work on projects and advisory services with leading financial institutions like Deutsche Bank, Standard Chartered Bank,  H&R Block to name a few. Having worked in over 45 countries, Sandeep has contributed significantly in Miles foray into the Global Markets. Since 2006 Sandeep has been closely associated with the growing Asset and Investment Management Firms in India, Mauritius, UK and now Philippines. His expertise covers the technology and operational needs of these firms and has been a keen proponent of the use of technology solutions to provide customer with insights into adviser and portfolio performance.

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

Josefina (Joy) T Tuplano leads the Trust Banking Group as Trust Officer and Group Head with a manpower complement of 158 officers and staff, and managing close to PHP340 billion of client investment assets any in Trust products.

She has extensive experience and expertise in the field of Treasury and Investment Banking spanning over 27 years. She has formal training and broad exposure in foreign exchange, money and capital markets, derivatives, and risk management.

She has led the team in the Investment Distribution Division of Metrobank, as well as the team which was instrumental in maintaining Metrobank’s franchise as the best government securities eligible dealer in the primary market and second in the secondary market for several years.

She is an active member of financial associations and governance/policy committees, and has a wide network of retail and corporate clients. She is also a regular lecturer in training programmes.

Stephen Lingard is a senior vice president and portfolio manager for Franklin Templeton Solutions (FTS). He is a member of the FTS Global Investment Committee specializing in equity strategy and has co-portfolio management responsibilities for all Canadian-based multi-asset products. He also co-manages institutional separate accounts for several global clients. He has previously served as Director of Research for the FTS Manager and Ass8et Research team.

Stephen joined Franklin Templeton Investments in 2007 and has 21 years of industry experience. Before joining Franklin Templeton, he held various roles as investment manager, fund analyst, and bond dealer for companies such as Fidelity, Societe Generale (Asia) and Freedom International Bond Brokers. Stephen has lived and worked in Canada, the U.S., Europe and Asia.

Stephen holds a B.Sc. from the University of Western Ontario and an MBA from the European University at Brussels. He is a Chartered Financial Analyst (CFA) charterholder and a member of the Toronto Society of Financial Analysts.

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.

Starting in January 2016, Nina was appointed as the Chief Executive Officer of The Insular Life Assurance Company, Ltd. Since May 2015, Nina joined the Board of Trustees of The Insular Life Assurance Co., Ltd.

From August 2012 to March 2015, Nina held the position of President & Chief Executive Officer at the Philippine Bank of Communications (PBCOM), where she also sat as a Member of the Board of Directors. In this role, Nina was responsible for defining the Bank’s vision and strategy, as well as securing resources and building capabilities to ensure the successful implementation of such. From August 2009 to April 2012, Nina was the MD for Private Banking, Asia-Pacific, ANZ Group with geographic responsibility for North & North East Asia (Hong Kong, Taiwan, China) and South & South East Asia (Singapore, Indonesia, India, Malaysia, Philippines and Thailand).

Formerly, Nina was at Citigroup for over 25-years in critical management positions: MD and Head of Corporate Center Compliance, New York; Country Business Manager, Global Consumer Group, Philippines; Regional Head, Audit and Risk, Asia-Pacific; and Regional Head, Quality and Re-engineering, Asia-Pacific.

In addition, Nina has also held other professional roles across risk management, credit and audit: Senior Advisor for Quattro Risk Management, a BPO serving global FIs; Board Member of the Market Integrity Board of the Philippine Stock Exchange; and Regional credit officer of Bank of Nova Scotia, Asia-Pacific. Nina is a Certified Public Accountant and has practiced in the Philippines.

Clement Lee is Head of Sales for Singapore and Southeast Asia, and also a Company Director for Legg Mason’s Singapore office. He is responsible for managing the wholesale intermediary business across Singapore and the rest of Southeast Asia. Prior to joining the Managers, Mr Lee was Vice President, Fund Sales with J.P. Morgan Asset Management. He has over 15 years’ experience in the asset management and banking industry, having held various appointments at Fidelity International, HSBC Bank and Citibank. Mr. Lee graduated with a Bachelor of Science (Honors) from the University of Bristol, United Kingdom, majoring in Economics.

Education

• Ateneo de Manila University Graduate School of Business (units 1977)Bachelor of Arts, Major in Economics, Ateneo de Manila University, 1973

Past positions held

• Chairman, Trust Committee, One Network Bank - Davao (Jan 2013 to Dec 2014)
• FVP and Group Head, Land Bank of the Philippines (LBP) (Trust Banking Group, Treasury Group, Global Banking & Overseas Remittance Group) (2003 - 2013)
• SVP & Trust Officer / Trust Group Head, Philtrust Bank (2000 - 2002)
• VP and Trust Group Head, HSBC (Manila) (1995 - 2000)

Current directorships / other positions held

• Trust Institute Foundation of the Phils. (TIFP) - Executive Director, Education Committee and Board of Trustees member
• Financial Executives Institute of the Philippines (FINEX) - Member
• Member, Society of Fellows - Institute of Corporate Directors (Center for Good Governance) Qualified Independent Director for any Corporation or Bank, PSE listed or non-listed
• Qualified Career Executive Service Officer (CESO) - for any Philippine Government Executive Position
• Career Service Executive Eligible (CSEE) - for any Philippine Government Executive Position

Atty. Dennis B. Funa is the Commissioner of the Insurance Commission after having been appointed by President Rodrigo Roa Duterte in December 2016. Prior to his appointment as such, he was appointed by then President Benigno S. Aquino III as the Deputy Insurance Commissioner for Legal Services in June 2013.

Commissioner Funa obtained his Bachelor of Laws Degree in San Beda College of Law and passed the Bar in 1992. He took his undergraduate degree from De La Salle University. He took his secondary and primary studies at San Beda College, Manila and St. Francis Xavier School of New York, respectively.

Commissioner Funa was a 1997 scholar of the London-based International Bar Association in its Biennial Conference in New Delhi, India and of the Association for Overseas Technical Scholarship in Tokyo, Japan.

Aside from authoring books on intellectual property, administrative law, and international law, among others, Commissioner Funa is presently an assistant professor at the De La Salle University-College of Law and at San Beda College Alabang, School of Law.

He served in the government in various capacities during the administration of former President Fidel V. Ramos. He first served as the Special Assistant to the Appointment Secretary of the President and Director and Technical Assistant to the Chief Presidential Legal Counsel under the Ramos administration.

As the youngest presidential appointee of then President Ramos, he was appointed as the Executive Director of the Videogram Regulatory Board (now Optical Media Board) at the age of 28 where he concurrently served as the Ex-officio Member of the Presidential Inter-Agency Committee on Intellectual Property Rights and Ex-Officio Member of the National Law Enforcement Coordination Committee.

Commissioner Funa, a law practitioner, is likewise recognized as an authority on intellectual property law and constitutional law. He also served as a Legal Consultant to the President of the National Power Corporation and to various members of the Congress.

He served as a national officer of the Integrated Bar of the Philippines (IBP) for more than 12 years. His last position was National Director for Bar Discipline which investigates disbarment complaints against erring lawyers. On June 2007, he was named and awarded as the “Most Outstanding Commissioner” of the IBP.

Randell Tiongson, RFP is an advocate of Life & Personal Finance. With his 25 years of experience in the Financial Service Industry – Banking, Mutual Funds, Insurance and Financial Planning, and Management Consultancy, he has become one of today’s most respected personal finance coaches in the country. Aside from his training and speaking endeavors, he is also a Director of the Registered Financial Planner Institute Philippines and also and a strong advocate of financial education for the OFWs. He has given lectures in 12 countries outside the Philippines. Randell regularly appears he on TV as resource person for various shows like TV Patrol, Bandila, 700 Club Asia, Mornings at ANC, Shoptalk, Business Nightly, Failon Ngayon, On the Money, Umagang Kay Ganda, Unang Hirit, Aksyon TV, and News to Go among the few. He gets frequently invited to speak at educational institutions like the Asian Institute of Management, Ateneo, De La Salle, Mapua University, University of Santo Tomas, University of the Philippines, Polytechnic University, Miriam College, etc.; frequent engagements for top 500 corporations; as well as churches and other organizations. He is also had a segment called Money Talks which airs daily at 103.5 K Lite FM in 2014 and a regular weekly program also called Money Talks in 106,7 Energy FM in 2013. Aside from being a speaker and trainer, Randell writes for the Philippine Daily Inquirer. His column, “Money Matters,” was nominated for Catholic Mass Media Awards in 2012 and 2013. He also writes for Moneysense Magazine, where he was hailed as one of the 12 Most Influential People in Personal Finance. He also used to write for the Business Mirror. In 2011, he was awarded Most Outstanding Alumni by the University of Santo Tomas. Randell is married to Mia Mapa Tiongson for more than two decades now, and has four children.

Reynaldo G. Geronimo is a partner who is working with the Banking & Finance, and Taxation departments. His practice focuses on banking and litigation.

Gerry handles pre-mortem and post-mortem estate planning. He handles tax and estate litigation. He also represents banks in court cases and congressional investigations in assisting the Bangko Sentral ng Pilipinas and Anti-Money Laundering Council craft proposals for laws and implementing regulations.

Gerry received his bachelor’s degree in History, cum laude, from the Ateneo de Manila University in 1964. He thereafter received his bachelor of laws degree, Second Honors, from the Ateneo de Manila University in 1968, and received his masters of law degree from the University of Pennsylvania Law in 1973. He was admitted to the Philippine bar in 1969 and joined the firm in 1983.

Rizalina (Riza) Gervasio Mantaring has headed the Sun Life Financial group of companies in the Philippines since August 2009 and is President & CEO of the flagship Sun Life of Canada (Philippines) Inc. She also acts as President or Chair of various subsidiaries and is a member of the Sun Life Asia Leadership Team.

Under her leadership, the Philippine operation has implemented numerous industry firsts and innovations for which Sun Life is known, helping Sun Life become the number one insurance company in the country. It has also won numerous awards, the latest of which is the prestigious Life Insurance Company of the Year given at the 19th Asia Insurance Industry Awards in 2015.

Riza graduated with a B.S. Electrical Engineering degree (cum laude) from the University of the Philippines, and an M.S. Computer Science from the State University of New York at Albany.  She has also attended numerous executive development programs conducted by Harvard University, The Wharton School, Duke University, Oxford University, Asian Institute of Management, and The Niagara Institute.  She is a Fellow of the Life Management Institute (with distinction).  She was also the President of the Philippine Life Insurance Association in 2015 and remains a board director.

Valerie is currently a Director of 7 Sun Life Prosperity Funds. She is also a Director of the Grepalife Funds. Valerie was formerly the President of the Sun Life Prosperity Funds and the Grepalife Funds (2011 to 2012). She also served as the Chief Operating Officer of Sun Life Asset Management Company, Inc. (2011 to 2012) before being appointed as its President in 2013. Valerie is a veteran banker, having been in the industry for 20 years. She started her career with Citibank in 1990 as a Management Associate, wherein she obtained exposure in various segments of the business, assuming progressively senior roles over the years. She had worked in treasury/capital markets, loans, equity sales, customer funding sales, brokerage and money market sales. By the time she retired from Citibank in 2009, Ms. Pama was the President of Citicorp Financial Services and Insurance Brokerage. Prior to joining Sun Life, Valerie was a product development consultant for ING Bank’s Investment Management Group. She has held the chairmanship of the Philippine Investment Funds Association (PIFA) since 2011. This enabled her to represent the mutual fund industry in advocating investor literacy, customer protection and regulatory advancements to government agencies, key market players and the general public. Valerie is a graduate of the Ateneo de Manila University with a Bachelor of Science degree in Management Engineering. She obtained her MBA in International Business and Finance, with a minor in Business Economics from Katholieke Universiteit Leuven in Belgium. On her sophomore year in MBA, she was awarded With Distinction by the university for her exemplary academic performance.

Accountable for the formulation and implementation of portfolio strategies across the life insurance assets of both Sun Life of Canada (Philippines), Inc. and Sun Life Grepa Financial, Inc. as well as the Sun Life Prosperity Mutual Funds under Sun Life Asset Management Company, Inc. (SLAMC) totaling about US$7.0bn in assets under management. He has over 23 years of solid and distinguished portfolio management experience gained from stints in various investment and financial service companies. Graduated from the Ateneo De Manila University with a Bachelor of Science degree in Management.

As a fully-qualified lawyer with a Master’s degree in Business Law, Thomas Henze started his career as a legal counsel. In 2005, he moved to the insurance sector, joining a Liechtenstein-based insurer as the Director of Product Management. Two years later, he joined Swiss Life International, developing local partner accounts and products in Switzerland, Luxembourg and Liechtenstein. 

From 2009 onwards, Thomas was based in Singapore and was appointed CEO of the Asian subsidiary in 2012. Responsible for transforming the Singapore entity’s operations, he managed significant change in the business model and market approach.

Today, Thomas Henze is the Head of Global Private Wealth, developing private client business for Swiss Life Global Solutions. He is now based in Europe.

Steve Knabl has over 20 years of extensive experience in Alternative Fund Management, Private Wealth Management and Financial Services. He has worked with all major asset classes, including private & public equity, real estate, and cryptocurrency. Having led Swiss-Asia's fund platform for over 15 years, he plays a pivotal role conceptualizing and constructing Swiss-Asia's Fund projects from the ground up. His aptitude for translating intricate business visions into actionable initiatives has been a steadfast contributor to the success of both Swiss-Asia and its platform Funds. Steve's forward-thinking approach leverages technology to enhance operational efficiency and stay ahead in today’s competitive financial services landscape. His commitment to integrity, excellence, and innovation underscores Swiss-Asia's dedication to delivering top-tier services to platform funds and wealth managers. Steve’s breadth of industry knowledge garners many invitations to speak at industry panels and formal educational forums. Steve is a frequent lecturer at the Singapore Management University (SMU) MBA Class and guest speaker at many International Wealth Management Conferences and Forums throughout Asia. Steve is also registered as a Professional Director with the Cayman Islands Monetary Authority and the Singapore Fund Directors Association. Through the Swiss-Asia Group, he is a Registered Representative with the Monetary Authority of Singapore, a Registered Officer with the Securities and Futures Commission of Hong Kong, and a Registered Principal with the National Futures Association (US).

As the President and CEO of Unicapital Securities, Inc., Leonardo provides management depth given his wealth of experience in investment banking, which started in 1973. In 1989, he co-founded an investment house, Keppel IVI Investments, Inc. in partnership with the Keppel Group of Singapore. Given his practice of 40 years in investment banking, Leonardo has been involved in major deals, ranging from issue management and underwriting of IPOS, financial advisory role in mergers and acquisitions, corporate restructuring, and project finance. He graduated from the Ateneo de Manila University with a Bachelor of Arts degree in Economics and completed a graduate certificate course under the Strategic Business Economics Program for Senior Executives at the University of Asia and the Pacific. Leonardo is a former Independent Director of ABN AMRO Bank (Phils.) Inc. and is a fellow of the Institute of Corporate Directors (ICD).

Dr. Ramos completed his undergraduate degree in from the Ateneo de Manila (Honorable Mention). He finished his masters degrees at the Asian Institute of Management (Business Management) and the University of Asia and the Pacific (Business Economics). He completed his doctoral degree from De La Salle University. Rob has 20 years of banking and finance experience working for local and foreign institutions.  He has experience in the fields of corporate finance, product development, treasury trading, fund management, sales and wealth management   Dr. Ramos is a CFA (Chartered Financial Analyst) Charterholder, a CAIA (Chartered Alternative Investments Analyst) Charterholder, a CIPM (Certificate in Performance Management) Certificant, a Certified Securities Representative, a Registered Financial Consultant, and a Certified Treasury Professional. Dr. Ramos also completed the one year course on Trust Operations with distinction.  Rob has also received a number of internal and industry awards. He has also served on the boards of several industry associations.

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.

Reynaldo G. Geronimo is a partner who is working with the Banking & Finance, and Taxation departments. His practice focuses on banking and litigation.

Gerry handles pre-mortem and post-mortem estate planning. He handles tax and estate litigation. He also represents banks in court cases and congressional investigations in assisting the Bangko Sentral ng Pilipinas and Anti-Money Laundering Council craft proposals for laws and implementing regulations.

Gerry received his bachelor’s degree in History, cum laude, from the Ateneo de Manila University in 1964. He thereafter received his bachelor of laws degree, Second Honors, from the Ateneo de Manila University in 1968, and received his masters of law degree from the University of Pennsylvania Law in 1973. He was admitted to the Philippine bar in 1969 and joined the firm in 1983.

Steve Knabl has over 20 years of extensive experience in Alternative Fund Management, Private Wealth Management and Financial Services. He has worked with all major asset classes, including private & public equity, real estate, and cryptocurrency. Having led Swiss-Asia's fund platform for over 15 years, he plays a pivotal role conceptualizing and constructing Swiss-Asia's Fund projects from the ground up. His aptitude for translating intricate business visions into actionable initiatives has been a steadfast contributor to the success of both Swiss-Asia and its platform Funds. Steve's forward-thinking approach leverages technology to enhance operational efficiency and stay ahead in today’s competitive financial services landscape. His commitment to integrity, excellence, and innovation underscores Swiss-Asia's dedication to delivering top-tier services to platform funds and wealth managers. Steve’s breadth of industry knowledge garners many invitations to speak at industry panels and formal educational forums. Steve is a frequent lecturer at the Singapore Management University (SMU) MBA Class and guest speaker at many International Wealth Management Conferences and Forums throughout Asia. Steve is also registered as a Professional Director with the Cayman Islands Monetary Authority and the Singapore Fund Directors Association. Through the Swiss-Asia Group, he is a Registered Representative with the Monetary Authority of Singapore, a Registered Officer with the Securities and Futures Commission of Hong Kong, and a Registered Principal with the National Futures Association (US).

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.

As a fully-qualified lawyer with a Master’s degree in Business Law, Thomas Henze started his career as a legal counsel. In 2005, he moved to the insurance sector, joining a Liechtenstein-based insurer as the Director of Product Management. Two years later, he joined Swiss Life International, developing local partner accounts and products in Switzerland, Luxembourg and Liechtenstein. 

From 2009 onwards, Thomas was based in Singapore and was appointed CEO of the Asian subsidiary in 2012. Responsible for transforming the Singapore entity’s operations, he managed significant change in the business model and market approach.

Today, Thomas Henze is the Head of Global Private Wealth, developing private client business for Swiss Life Global Solutions. He is now based in Europe.

Frederico Rafael D. Ocampo is a Senior Vice-President of BDO Unibank, Inc. He is the Chief Investment Officer of the Trust and Investments Group, investing over Php650 billion in assets under management. He was a former Director of Deutsche Bank’s Asset and Wealth Management Group in Manila. He was named the Philippines’ CIO of the Year by Asia Asset Management for 2012 and 2011. He was likewise recognized as the Fund Manager of the Year for Long Only Fixed Income funds in The Asset’s Asian Asset Awards in 2012. In the survey of the same publication, he was voted as one of the Most Astute Philippine currency bond traders for 2008, 2010, 2011, and 2012.

He completed his Masters of Science in Economics at Pennsylvania State University as The Rotary Foundation Ambassadorial Scholar in 1994. He obtained his bachelors at the University of the Philippines School of Economics with honors in 1990. He completed the International Baccalaureate at the Lester B. Pearson College of the Pacific in Victoria, Canada as a United World College scholar in 1985.

Phillip is a professional fund manager experienced at assisting clients and organisations with their investment portfolios. He has 27 years of experience in management and trading of Philippine equities. 

He is the Managing Director responsible for Philippine equities and Chairman of the Investment Committee at ATR Asset Management (ATRAM). He is licensed as a Certified Investments Solicitor by the Securities and Exchange Commission of the Philippines. He has worked at ATR Asset Management since 2003. He is the fund manager of the ATRAM Equity Opportunity Fund and co-manager of the ATRAM Philippine Balance Fund.

Prior to 2003, Phillip was Vice President for Institutional Sales at ATR Kim Eng Securities and Head of Sales at Anscor Hagedorn Securities. He is the President of the Philippine Investment Funds Association. He was a trustee of the Fund Managers Association of the Philippines and a Past President of the Rotary Club of Makati West.

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.