Philippines Wealth Management Forum 2019

Mr. Ferrer has 29 years of experience in banking, asset management, and private equity. Currently, he is the President of the Philippine Investment Funds Association (PIFA). He was the President of the Fund Managers Association of the Philippines (FMAP) in 2011-2012, and still maintains a seat on its Board of Senior Advisers.

Prior to ATRAM, Mr. Ferrer spent 15 years with ING Group holding various positions which include Country Manager of ING Investment Management (IIM) Philippines, Country Manager IIM Taiwan and General Manager for IIM South Asia.​

Sebastien Hayoz joined Asiaciti Trust in October 2016. He has a law degree from the University of Fribourg in Switzerland and worked in a Geneva Law Firm before joining the trust and fiduciary industry. In his previous positions, Sebastien was Head of Private Clients Services in Geneva for international trust companies. Sebastien is a member of STEP.

Stella L. Cabalatungan is the Executive Vice President and Relationship Management Head of BDO Private Bank, Inc., a wholly owned subsidiary of Banco De Oro Universal Bank.  She holds a degree in Business Major in Marketing Management at De La Salle University, Manila.  Her 33 years of banking experience began at Citibank, N.A. – Philippines as a Relationship Manager in 1985.  In 1991, she became first Filipino Business Development Manager of the International Personal Banking Center (IPB) in Citibank, Singapore, primarily managing and developing the Philippine offshore banking portfolio.  From 1994 to 2000, she managed and set-up various Personal Banking and Citigold Priority Centers in Manila. In 2000, she joined Banco Santander Phils, Inc., a Philippine subsidiary of Banco Santander Central Hispano, to manage the Fixed Income and Securities Distribution Group of Santander Investment Securities Philippines, Inc.  The Bank was acquired in 2003 by the Banco De Oro Universal Bank,and was renamed BDO Private Bank, Inc. to establish the very first Domestic Private Bank with a commercial bank license solely focused on Private Banking and Wealth Management in the country.  From then on, she assumed the role of Relationship Management Head to develop a new breed of domestic private bankers and to grow the private banking business competing head on with offshore private banks.  From a P6.8Bln portfolio base in 2003, the Bank has grown its Assets Under Management to P390Bln. BDO Private Bank holds the distinction of being the Best Private Bank and the Best Wealth Management House in the Philippines by many highly respected award-giving bodies such as Euromoney, Finance Asia, The Triple A Asset, Alpha Southeast, Global Finance and Asian Private Banker.

Mr. Yeo, prior to joining the bank had been with Merrill Lynch & Co for 17 years , last as a Senior Financial Advisor at their Manhattan Beach Office in Los Angeles, California. He was also connected with UBS Securities and Prudential Securities Inc. (now Wells Fargo Advisors ) in various capacities in the financial services industry. Prior to that he was an interest rate swap trader with IBJ Schroder Bank and Trust ( now Mizuho Bank ) in their Capital Markets Group in New York City for 5 years. Before his MBA, he spent 2 years at Rizal Commercial Banking Corporation as a Corporate Banking officer at their Binondo area headquarter. Mr. Yeo earned his MBA in Finance from the Wharton School at the University of Pennsylvania. He finished his undergraduate degree at the Ateneo de Manila University, BS Management Engineering with magna cum laude distinction and was the Departmental awardee of his class.

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.

Robin Heng was appointed Bank of Singapore’s Global Market Head for Indonesia, Philippines, Thailand and Indochina on 1 January 2018. He joined Bank of Singapore in March 2010 as a Managing Director, overseeing a team of private bankers that serve Indonesian ultra-high net worth individuals and high net worth individuals. He rose through the ranks and assumed the position as Global Market Head for Indonesia and Philippines and was appointed to Bank of Singapore’s management committee in February 2015. In 2016, Robin played a pivotal role in the swift and seamless integration of the newly acquired Barclays’ wealth and investment business in Singapore and Hong Kong with Bank of Singapore. He concurrently served as a strategic consultant, advising Bank of Singapore’s fellow OCBC Group member, OCBC NISP, on the set-up of their onshore private banking unit that was launched in May 2017. Bank of Singapore has received numerous accolades from leading publications for the markets under Robin’s watch; Best International Private Bank in Philippines for three years (2014 – 2016; Asian Private Banker), Best Private Bank in Philippines for Ultra High Net Worth Clients (Euromoney Private Banking and Wealth Management Survey 2017) and Best Private Bank in Indonesia (2017; PWM/ The Banker).  Prior to joining Bank of Singapore, Robin served as the Managing Director and Head of UBS AG Hong Kong’s South Asia desk, responsible for Singapore, Malaysia, Indonesia and Financial Intermediary Markets. A veteran banker of more than 20 years, Robin is currently an active member of the industry-endorsed Client Advisory Competency Standards (CACS) Continuing Professional Development (CPD) Advisory Group where he plays an important role upholding the requisite high level of competency in the wealth management industry in Singapore. He was conferred the IBF Fellow award in 2016 by the Institute of Banking and Finance Singapore (IBF). The IBF Fellow title recognises industry veterans who exemplify thought leadership and commitment to industry development. Robin graduated with a degree in Economics and Mathematics from the University of Alberta, Edmonton, Canada.

Evrard Bordier is chief executive officer of Bordier & Cie, Singapore. He has been managing partner of Bordier & Cie Group since 2011, and president of the board of Bordier Bank (TCI) since 2000. Prior to his current role in Singapore, he served as managing director of Bordier International in London for 10 years. Evrard has been in the financial industry for more than 20 years, during which he has garnered extensive international experience holding diverse positions in Singapore, Hong Kong, Geneva, Zurich, and London. Between 1997 and 2000, he served as chief of staff for the Financial Planning and Wealth Management Business Division of UBS in Zurich, overseeing all of its asset management business units across the world. Prior to that, he was a client adviser in the private banking department of Swiss Bank Corporation in Singapore where he covered the markets of Indonesia and Taiwan. He first moved to Asia in 1994 and joined Nomura International in Hong Kong as a broker. Evrard began his professional career as a lawyer at Lenz & Staehelin in Geneva, specialising in the banking and finance practice. Evrard is a direct descendant and fifth generation of the bank’s founding family. He is a member of the Society of Trust and Estate Practitioners, the Turks and Caicos Islands Bankers Association, the Financial Industry Association, and the Swiss Financial Planner Organisation.

Ioannis Ioannikiou is a Legal Advisor at Casamont Cyprus office. Over the years he became a specialist in Cyprus citizenship program and his responsibilities’ inter alia is reviewing the real estate agreements and CIP application files of investors that are willing to participate in the CIP Program of Cyprus thus to comply with all the requirements set by the Governmental Authorities (Ministry of Interior, Ministry of Finance and Land Registry Office). Ioannis is a licensed lawyer under Cyprus law and prior joining Casamont he was employed at a Law Firm, mainly in the litigation department where he was focused in drafting legal pleadings for civil, family and banking litigation. He also pursued an LL.M in Oil and Gas Law from the University of Aberdeen.

Christian Senn is a Managing Director of Credit Suisse and Market Group Head Philippines for Private Banking Asia Pacific, based in Singapore. Christian was previously Market Group Head Thailand, and brings his vast experience in the past three years of building up our Thailand wealth management franchise, particularly the onshore set up, to capitalize on the new business development opportunities in the Philippines.

Mr. Senn served as a member on the Managing Director Evaluation Committee (MDEC) during 2011, 2012 and as a Co-Chair from 2013-2015.
Previously, Mr. Senn was the Head of the Investment Consulting department in Singapore. In this role he was responsible for leading a team serving key clients from Southeast Asia seeking active investment advice.

Mr. Senn joined Credit Suisse in 1987, where he worked in operations and subsequently as a Relationship Manager in Private Banking Switzerland and the US. Mr. Senn has since held various positions within Private Banking, including senior representative for Credit Suisse in Bogota, Colombia, from 1998-2000. Prior to that, he was in charge of the Credit Suisse Representative office in Houston, Texas, for three years.

Mr. Senn is a Chartered Alternative Investment Advisor holder (CAIA).

Simon Wong is the Regional Director of Greater China for ERI Banking Software. Having been in the Fintech space for over a decade, Simon has successfully help implemented numerous technology solution across capital markets, wealth management, and asset management. Simon is actively involved in the startup space having co-founded the Hong Kong Startup Support Group, a community of technology startups with over 600 members. He is also a regular speaker at numerous Fintech events.

Dr. Ramos completed his undergraduate degree 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. Mr. Ramos 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, marketing and relationship management. Mr. Ramos is a CFA Charterholder, a CAIA Charterholder, a CIPM Certificant, Certified Securities Representative, a Registered Financial Consultant, and a Certified Treasury Professional. Mr. Ramos also completed the one year course on Trust Operations with distinction. Mr. Ramos has received a number of company and industry awards. He has also served on the boards of several industry associations. He has also served as President of the Trust Officers Association of the Philippines (TOAP) and the De La Salle University Doctoral Society. Rob is the current President of the CFA Society of the Philippines.

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

Joining Credit Suisse in 1998 as an analyst, Philipp Piaz commenced his comprehensive career in private banking and wealth management. During his time at Credit Suisse, Philipp held a number of senior roles, relocating from Zürich to Singapore in 2001 to undertake Thailand Private Client Business Development in his role as Vice President. In 2004, Philipp joined the senior management of Deutsche Bank AG, with whom he was affiliated for 5 years. In his role as Director, Philipp was responsible for the development of Deutsche Bank’s Thai Private Client Business. In 2009, he became Co-Founder & Managing Partner at Finaport, overseeing the expansion of the firm's Asian operations. Philipp is a founding member of the Association of Independent Asset Managers (AIAM) in Singapore, and was appointed President of the AIAM in 2018. Philipp undertook Elementary Studies of Economics and Law at University of St. Gallen in Switzerland.

Rob Mumford is a Portfolio Manager in GAM's Emerging Markets Equity team with over 25 years’ experience in emerging markets across a range of asset classes. Rob joined GAM in December 2018, from MNP advisors, a consultancy business servicing asset managers and family offices, where he was managing partner. Born and brought up in Hong Kong, Rob started his finance career in investment banking in 1992, which included positions as Head of Hong Kong & China equity research (at Société Générale), and Head of Alternative Investments (at Macquarie Securities). Rob shifted to become an investment manager in 2006, while at Credit Suisse, and has held similar roles at Millennium Capital, CQS and Silver Tree. He holds a MBA from the University of Manchester and is a CFA Charterholder. Rob remains based in Hong Kong.

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

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

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

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.

Abhra Roy is responsible for managing the Finacle Wealth Management product line, and also for charting its product strategy; this includes the management and development of the Wealth Management product line, managing client relationships with Banks and Financial Institutions and also working on the detailed product road map. Abhra specialises in the area of Private Wealth Management, Financial Advisory, Brokerage Operations, Custodial and Depository operations. He has published several thought papers on the role of Technology in the Wealth Management space. He draws from his rich experience of over twenty five years of working in financial institutions and technology domain.

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

Malik has a great breadth and depth of expertise in Wealth Management and Strategic Leadership, guiding organisations toward leadership positions that help their clients achieve their life goals and dreams. He deploys a genuinely passionate style in motivating leaders and frontline staff to become exceptional professionals, deliver an engaging client experience, and achieve outstanding financial results. Rooted in his extensive global experience, Malik’s ‘war stories’ enable his audience to apply practical skills for enhancing overall business quality and productivity. As a Wealth Management executive, Malik has operated at the leading edge of the Global Wealth Management industry with 30+ years of experience as a senior executive across the US, Asia, and MENA. He consistently communicates a strong strategic vision backed by excellent education, all adapted to cross-cultural business settings. His career successes include Global Head of Sales Management/Wealth Development at HSBC, as well as business leadership at ADIB (Global Head of WM) Permal Group (US Head of UHNW), Citigroup (WM Head, Asia/ President CIS, US), Merrill Lynch (Director/Country Head) and Bain & Company (Senior Advisor). He has also been on the board and management committees of investment subsidiaries and businesses. Currently, Malik is CEO of K2 Leaders Inc, a New York based Wealth Management advisory firm which provides teaching, coaching, and consulting for Wealth Management institutes, business schools, and financial industry clients. He is a noted speaker and moderator at industry conferences. Malik is a Council Member of GLG as well as a Development Partner/Advisor of Acumen, an impact investing firm in NY. Malik, Najmi, their two daughters and two sons are avid scuba divers and hikers.

Angie is a past president of the Trust Officers Association of the Philippines (TOAP) Board of Directors. She has served as a member of the TOAP board in various capacities since 2007. Before assuming her current role with KnowledgeLinks, Angie was FVP and Trust Officer of EastWest Banking Corporation from January 2015 to April 16, 2017. She previously occupied senior management positions with trust groups of major banks where she acquired extensive hands-on knowledge of all functional areas of Trust. Prior to joining the trust industry, Angie handled trading and research positions for both fixed income and equities market. She is currently a lecturer of the Trust Institute Foundation of the Philippines (TIFP) for investment and regulatory topics. Angie graduated BS Economics cum laude from the University of the Philippines School of Economics and finished MBA course requirements from the U.P. College of Business Administration. She completed the One-year Course on Trust Operations with distinction and has passed the Chartered Financial Analyst (CFA) Level 2 examination.

Adeline is a Partner of the firm and the Wealth Business Leader for Hong Kong. Her team services clients in Hong Kong, Macau, Taiwan, South Korea and Philippines. She joined Mercer in 2014 to lead the investment consulting /advisory segment of Mercer’s Investments business. Adeline’s move to Hong Kong follows 12 years of consulting experience with Watson Wyatt (now Willis Towers Watson). She began her career advising large UK pension schemes on the funding and risk management of their liabilities. In 2007, she was seconded to the Shanghai office of the same firm, gaining experience in benefits and investment consulting in the region. In 2008, she returned to the UK to concentrate on investment consulting, specializing in the areas of long-term investment strategy, asset-liability studies, dynamic de-risking, performance monitoring, and portfolio construction matters. Aside from client responsibilities, Adeline was also involved in the development of system modelling tools. Her most recent role before joining Mercer was primarily focused on delivering whole-fund investment solutions to clients that have chosen to delegate a greater part of their investment processes. Adeline is a graduate of the Business School at the University of Warwick and is a Fellow of the UK Institute of Actuaries.

Anthony is currently CEO of Mynt in the Philippines.  He joined Mynt as COO in 2015 as part of the founding leadership team, and was directly responsible for the financial services vertical.  This included Fuse Lending, which aims to provide consumers and merchants access to affordable financing in a sustainable way.  The platform was extended to distribute Insurance and Investment solutions.  Anthony also oversaw Mynt’s Agent Network, Bank and Remittance partnerships as cash-in channels for the GCash Wallet as well as Mynt’s Data initiatives. Prior to Mynt, Anthony was with Citibank’s Global Consumer Group for 17 years across Asia, Latin America and the US. His experience spans Consumer Lending, Cards and Wealth Management.  Anthony graduated from St Stephen’s College, Delhi and attended the Indian Institute of Management in Ahmedabad.

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

Ivan Jean Charles Pelle, is the CEO and Founder of RGN Group, a bespoke premium service for private and corporate clients. The Group is located in five jurisdictions: Switzerland, Luxembourg, Malta, Cyprus and Singapore. Ivan JC Pelle is responsible of multidisciplinary consultancy services for the international needs of family offices, worldwide tax planning and advisory, construction and administration of structures for unique purposes and private equity in Real Estate. Ivan JC Pelle is Swiss Certified Tax Expert and member of ExpertSuisse and IFA, holder of an Executive Master of Advanced Studies in International Taxation (MASIT), Certified Public Accountant CPA registered at FAOA - Swiss Federal Audit Oversight Authority and participant at MSc in Digital Currency (blockchain and Cryptocurrencies) at the University of Nicosia (Cyprus). With over 25 years’s experience within the international taxation industry, Ivan JC Pelle also held directorial and board member positions in companies to represent stakeholders. His considerable knowledge and expertise, together with his passion for 24/7 service excellence and desire to help, have enabled him to build long lasting client relationships as a trusted/family advisor to intermediaries and HNWI; through the provision of comprehensive individual and corporate specialization services.

As the Executive Director of SeedIn (Philippines), Edison is responsible for managing and developing the Philippines finance market, and works closely with other overseas counterparts to ensure successful expansion and implementation of SeedIn into the Philippines. Prior to SeedIn, Mr. Tsai was the founding CEO of Sigmasoft Technologies, which was acquired by Touch Solutions in 2011 just before going public on the Philippine Stock Exchange. He also has over 17 years of experience in the development, management, and consultation of Information Management Projects for the major government agencies in the Philippines. He has developed Information Management Project Plans and successfully managed large ICT projects which entailed direction and coordination of large group of ICT and user groups, including 
government-initiated project that aims to facilitate business registration-related transactions by integrating all agencies involved in business registration and validation, such as the Department of Trade and Industry (DTI), Securities and Exchange Commission (SEC), Cooperative Development Authority (CDA), Intellectual Property Office (IPOPHL), Bureau of Internal Revenue (BIR), Social Security System (SSS), Home Development Mutual Fund (Pag-IBIG), Philippine Health Insurance Corporation (PhilHealth), Local Government Units (LGUs) and other permit/license-issuing agencies. Mr. Tsai holds a degree in Master of Science in Information Technology (MSIT) from De La Salle University in 2003.

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.

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.

Damian Hitchen, Chief Executive Officer, Swissquote Pte Ltd Damian joined in January 2014 to drive Swissquote’s expansion strategy from being Switzerland’s largest online banking and trading platform into the Middle East & Asia region. During 2014-2019 inclusive he built a successful B2c-B2b office from the DIFC, Dubai with a major focus on the development and upgrade of the Bank existing institutional platform services. In July 2019, he relocated from Dubai to head up Swissquote’s new office in Singapore, which will act as the regional booking centre for its business development in the Asia-Pacific region, with a focus on professional, industry and institutional clients such as external asset-managers, insurance firms, securities brokerages, family offices and local - regional Banks/Private Banks. Prior to joining Swissquote, Damian worked in a number of senior roles for HSBC in the Middle East region, and as an Executive r Director for Falcon Private Bank, the Abu Dhabi owned Swiss Private Bank.

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.

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.

Mr. Yeo, prior to joining the bank had been with Merrill Lynch & Co for 17 years , last as a Senior Financial Advisor at their Manhattan Beach Office in Los Angeles, California. He was also connected with UBS Securities and Prudential Securities Inc. (now Wells Fargo Advisors ) in various capacities in the financial services industry. Prior to that he was an interest rate swap trader with IBJ Schroder Bank and Trust ( now Mizuho Bank ) in their Capital Markets Group in New York City for 5 years. Before his MBA, he spent 2 years at Rizal Commercial Banking Corporation as a Corporate Banking officer at their Binondo area headquarter. Mr. Yeo earned his MBA in Finance from the Wharton School at the University of Pennsylvania. He finished his undergraduate degree at the Ateneo de Manila University, BS Management Engineering with magna cum laude distinction and was the Departmental awardee of his class.

Robin Heng was appointed Bank of Singapore’s Global Market Head for Indonesia, Philippines, Thailand and Indochina on 1 January 2018. He joined Bank of Singapore in March 2010 as a Managing Director, overseeing a team of private bankers that serve Indonesian ultra-high net worth individuals and high net worth individuals. He rose through the ranks and assumed the position as Global Market Head for Indonesia and Philippines and was appointed to Bank of Singapore’s management committee in February 2015. In 2016, Robin played a pivotal role in the swift and seamless integration of the newly acquired Barclays’ wealth and investment business in Singapore and Hong Kong with Bank of Singapore. He concurrently served as a strategic consultant, advising Bank of Singapore’s fellow OCBC Group member, OCBC NISP, on the set-up of their onshore private banking unit that was launched in May 2017. Bank of Singapore has received numerous accolades from leading publications for the markets under Robin’s watch; Best International Private Bank in Philippines for three years (2014 – 2016; Asian Private Banker), Best Private Bank in Philippines for Ultra High Net Worth Clients (Euromoney Private Banking and Wealth Management Survey 2017) and Best Private Bank in Indonesia (2017; PWM/ The Banker).  Prior to joining Bank of Singapore, Robin served as the Managing Director and Head of UBS AG Hong Kong’s South Asia desk, responsible for Singapore, Malaysia, Indonesia and Financial Intermediary Markets. A veteran banker of more than 20 years, Robin is currently an active member of the industry-endorsed Client Advisory Competency Standards (CACS) Continuing Professional Development (CPD) Advisory Group where he plays an important role upholding the requisite high level of competency in the wealth management industry in Singapore. He was conferred the IBF Fellow award in 2016 by the Institute of Banking and Finance Singapore (IBF). The IBF Fellow title recognises industry veterans who exemplify thought leadership and commitment to industry development. Robin graduated with a degree in Economics and Mathematics from the University of Alberta, Edmonton, Canada.

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.

Joining Credit Suisse in 1998 as an analyst, Philipp Piaz commenced his comprehensive career in private banking and wealth management. During his time at Credit Suisse, Philipp held a number of senior roles, relocating from Zürich to Singapore in 2001 to undertake Thailand Private Client Business Development in his role as Vice President. In 2004, Philipp joined the senior management of Deutsche Bank AG, with whom he was affiliated for 5 years. In his role as Director, Philipp was responsible for the development of Deutsche Bank’s Thai Private Client Business. In 2009, he became Co-Founder & Managing Partner at Finaport, overseeing the expansion of the firm's Asian operations. Philipp is a founding member of the Association of Independent Asset Managers (AIAM) in Singapore, and was appointed President of the AIAM in 2018. Philipp undertook Elementary Studies of Economics and Law at University of St. Gallen in Switzerland.

Abhra Roy is responsible for managing the Finacle Wealth Management product line, and also for charting its product strategy; this includes the management and development of the Wealth Management product line, managing client relationships with Banks and Financial Institutions and also working on the detailed product road map. Abhra specialises in the area of Private Wealth Management, Financial Advisory, Brokerage Operations, Custodial and Depository operations. He has published several thought papers on the role of Technology in the Wealth Management space. He draws from his rich experience of over twenty five years of working in financial institutions and technology domain.

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

Evrard Bordier is chief executive officer of Bordier & Cie, Singapore. He has been managing partner of Bordier & Cie Group since 2011, and president of the board of Bordier Bank (TCI) since 2000. Prior to his current role in Singapore, he served as managing director of Bordier International in London for 10 years. Evrard has been in the financial industry for more than 20 years, during which he has garnered extensive international experience holding diverse positions in Singapore, Hong Kong, Geneva, Zurich, and London. Between 1997 and 2000, he served as chief of staff for the Financial Planning and Wealth Management Business Division of UBS in Zurich, overseeing all of its asset management business units across the world. Prior to that, he was a client adviser in the private banking department of Swiss Bank Corporation in Singapore where he covered the markets of Indonesia and Taiwan. He first moved to Asia in 1994 and joined Nomura International in Hong Kong as a broker. Evrard began his professional career as a lawyer at Lenz & Staehelin in Geneva, specialising in the banking and finance practice. Evrard is a direct descendant and fifth generation of the bank’s founding family. He is a member of the Society of Trust and Estate Practitioners, the Turks and Caicos Islands Bankers Association, the Financial Industry Association, and the Swiss Financial Planner Organisation.

Mr. Ferrer has 29 years of experience in banking, asset management, and private equity. Currently, he is the President of the Philippine Investment Funds Association (PIFA). He was the President of the Fund Managers Association of the Philippines (FMAP) in 2011-2012, and still maintains a seat on its Board of Senior Advisers.

Prior to ATRAM, Mr. Ferrer spent 15 years with ING Group holding various positions which include Country Manager of ING Investment Management (IIM) Philippines, Country Manager IIM Taiwan and General Manager for IIM South Asia.​

Simon Wong is the Regional Director of Greater China for ERI Banking Software. Having been in the Fintech space for over a decade, Simon has successfully help implemented numerous technology solution across capital markets, wealth management, and asset management. Simon is actively involved in the startup space having co-founded the Hong Kong Startup Support Group, a community of technology startups with over 600 members. He is also a regular speaker at numerous Fintech events.

Ivan Jean Charles Pelle, is the CEO and Founder of RGN Group, a bespoke premium service for private and corporate clients. The Group is located in five jurisdictions: Switzerland, Luxembourg, Malta, Cyprus and Singapore. Ivan JC Pelle is responsible of multidisciplinary consultancy services for the international needs of family offices, worldwide tax planning and advisory, construction and administration of structures for unique purposes and private equity in Real Estate. Ivan JC Pelle is Swiss Certified Tax Expert and member of ExpertSuisse and IFA, holder of an Executive Master of Advanced Studies in International Taxation (MASIT), Certified Public Accountant CPA registered at FAOA - Swiss Federal Audit Oversight Authority and participant at MSc in Digital Currency (blockchain and Cryptocurrencies) at the University of Nicosia (Cyprus). With over 25 years’s experience within the international taxation industry, Ivan JC Pelle also held directorial and board member positions in companies to represent stakeholders. His considerable knowledge and expertise, together with his passion for 24/7 service excellence and desire to help, have enabled him to build long lasting client relationships as a trusted/family advisor to intermediaries and HNWI; through the provision of comprehensive individual and corporate specialization services.

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

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

Rob Mumford is a Portfolio Manager in GAM's Emerging Markets Equity team with over 25 years’ experience in emerging markets across a range of asset classes. Rob joined GAM in December 2018, from MNP advisors, a consultancy business servicing asset managers and family offices, where he was managing partner. Born and brought up in Hong Kong, Rob started his finance career in investment banking in 1992, which included positions as Head of Hong Kong & China equity research (at Société Générale), and Head of Alternative Investments (at Macquarie Securities). Rob shifted to become an investment manager in 2006, while at Credit Suisse, and has held similar roles at Millennium Capital, CQS and Silver Tree. He holds a MBA from the University of Manchester and is a CFA Charterholder. Rob remains based in Hong Kong.

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.

Stella L. Cabalatungan is the Executive Vice President and Relationship Management Head of BDO Private Bank, Inc., a wholly owned subsidiary of Banco De Oro Universal Bank.  She holds a degree in Business Major in Marketing Management at De La Salle University, Manila.  Her 33 years of banking experience began at Citibank, N.A. – Philippines as a Relationship Manager in 1985.  In 1991, she became first Filipino Business Development Manager of the International Personal Banking Center (IPB) in Citibank, Singapore, primarily managing and developing the Philippine offshore banking portfolio.  From 1994 to 2000, she managed and set-up various Personal Banking and Citigold Priority Centers in Manila. In 2000, she joined Banco Santander Phils, Inc., a Philippine subsidiary of Banco Santander Central Hispano, to manage the Fixed Income and Securities Distribution Group of Santander Investment Securities Philippines, Inc.  The Bank was acquired in 2003 by the Banco De Oro Universal Bank,and was renamed BDO Private Bank, Inc. to establish the very first Domestic Private Bank with a commercial bank license solely focused on Private Banking and Wealth Management in the country.  From then on, she assumed the role of Relationship Management Head to develop a new breed of domestic private bankers and to grow the private banking business competing head on with offshore private banks.  From a P6.8Bln portfolio base in 2003, the Bank has grown its Assets Under Management to P390Bln. BDO Private Bank holds the distinction of being the Best Private Bank and the Best Wealth Management House in the Philippines by many highly respected award-giving bodies such as Euromoney, Finance Asia, The Triple A Asset, Alpha Southeast, Global Finance and Asian Private Banker.

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

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.

Adeline is a Partner of the firm and the Wealth Business Leader for Hong Kong. Her team services clients in Hong Kong, Macau, Taiwan, South Korea and Philippines. She joined Mercer in 2014 to lead the investment consulting /advisory segment of Mercer’s Investments business. Adeline’s move to Hong Kong follows 12 years of consulting experience with Watson Wyatt (now Willis Towers Watson). She began her career advising large UK pension schemes on the funding and risk management of their liabilities. In 2007, she was seconded to the Shanghai office of the same firm, gaining experience in benefits and investment consulting in the region. In 2008, she returned to the UK to concentrate on investment consulting, specializing in the areas of long-term investment strategy, asset-liability studies, dynamic de-risking, performance monitoring, and portfolio construction matters. Aside from client responsibilities, Adeline was also involved in the development of system modelling tools. Her most recent role before joining Mercer was primarily focused on delivering whole-fund investment solutions to clients that have chosen to delegate a greater part of their investment processes. Adeline is a graduate of the Business School at the University of Warwick and is a Fellow of the UK Institute of Actuaries.

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.