PHILIPPINES WEALTH MANAGEMENT FORUM 2023

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.

Peter Faulhaber is the Head of Wealth and Personal Banking of HSBC Philippines, the only International Bank in the Philippines. He is also the Vice-Chairman of the newly established HSBC Investment and Insurance Brokerage Philippines (HIIB). Peter has been with HSBC Philippines since 2019. With Peter at the helm, HSBC was able to grow its deposit base, increase cards in force, and improve its loan portfolio. He initiated the re-entry of HSBC into the home loans market. He oversaw the formation of HSBC Investment and Insurance Brokerage Philippines (HIIB) to ensure the continued growth of HSBC’s wealth business in the Philippines. Through his leadership, HSBC enhanced its remote process and introduced a redesigned website to cater to the growing demand for on-line banking. Improvements on our customer service and branch operations were also instituted. All of this were achieved despite the challenges of the pandemic. Prior to the Philippines, Peter spent three years in the Channel Islands & Isle of Man as the HSBC Head of Distribution for the WPB domestic business. He successfully led the domestic business through its separation from UK WPB and integration with HSBC Expat whilst continuing to deliver growth, improve customer satisfaction, and manage risk. Before working in the Channel Islands, Peter was the Regional Head of Internal Audit ASP WPB and led global audits of digital, sales suitability, and conduct. Peter had also worked in the US, Europe, the Middle East, and Asia where-in he had led successful teams in management consulting, risk, and sales and distribution. He joined the bank thirteen years ago as an International Manager, after having completed his MBA at INSEAD in France and Singapore. Outside of work Peter spends his time with his eight-year-old twins, Madeleine and Maxwell, and his wife Denise. He also enjoys running, cycling, triathlons.

Tomas S. Chuidian has served as the Head of Private Banking since July 2013. He has concurrently functioned as the Chairman of BPI Hong Kong, a wholly owned subsidiary of BPI, since 2015. Prior to joining BPI, Mr. Chuidian served as Executive Director for Global Wealth Management at Merrill Lynch in Hong Kong for 10 years. He has over 24 years of banking experience, having held positions at ABN AMRO Bank N.V., DBS Bank and PNB as an investment management professional across all asset classes, advising high net-worth families, middle-market companies, and non-profit endowment funds. Previously, Mr. Chuidian managed specialized biotechnology products at Digene Diagnostics, a start-up company founded in the United States. He holds a Master’s Degree in International Management from the University of Maryland and a Bachelor of Science Degree in Chemistry and Biology from College of the Ozarks in Missouri.

Maita Kilayko is a Director of Private Clients at Henley & Partners Singapore and a member of the Private Clients Management Board. Originally from the Philippines, she now permanently resides in 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. Maita has over 20 years’ experience in Wealth management, Trust and Private banking. Before joining Henley and Partners, Maita worked for various foreign banks in the Philippines, Singapore and Hong Kong where she was a relationship manager advising high-net-worth individuals. She holds a Bachelor of Science in Business Management and Bachelor of Arts in International Studies from De La Salle University.

Before rejoining EFG as Senior Managing Director, North Asia Head, Kees was a Managing Director at Hubbis. Kees Stoute IBFA, ran Sonam, a private banking training and consultancy firm, since 2012, during which time he also authored the book ‘Help, I’m Rich’ (John Wiley & Sons). Prior to that, he was the managing director of EFG Bank in South-east Asia. Kees has a distinguished career spanning the academic, IT & operations and private banking sectors, and has more than 20 years’ experience in Asia, most of the time spent in Singapore. From 2000 onwards Kees was in charge of the Private Bank of MeesPierson in Asia. MeesPierson was part of the Fortis Group, which acquired London-headquartered Dryden Wealth Management in 2005, of which Kees became global CEO and Chairman. After the integration of Dryden into Fortis, Kees moved on to the position of Managing Director of EFG Bank Singapore, where he remained in charge until March 2012. He left EFG Bank to set up and develop Sonam BV. He subsequently joined Hubbis as Managing Director in 2015. An experienced private banker, Kees served at MeesPierson from 1992 to 1996 as its regional head of IT. In 1996, he was promoted to the position of chief operating officer of Fortis / MeesPierson in Singapore. In this position, he became a member of the regional management team of MeesPierson Private Banking. In April 2000, he moved on to become managing director of the business line private banking and trust in Asia for MeesPierson and in 2002, he was (in addition) promoted to managing director of the legal entity MeesPierson Asia Ltd in Singapore. In 2011 Kees became one of the first in Singapore to be certified by the regulator in Singapore (IBF) as Financial Industry Certified Professional (FICP – Role Model 6), now called IBFA. In the same year, he was also invited to participate in the Private Banking Industry Group, a consultative forum which was established by the Monetary Authority of Singapore (MAS) to further strengthen the competency and market conduct standards of the private banking industry in Singapore. In 2012, Kees became the inaugural winner of the Hubbis Recognition of Excellence in Asian Wealth Management Award. In September 2015, Kees was given a certificate to denote his status as an ‘IBF Advanced Fellow’ for 2015. 

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.

Paul is a Managing Director and Senior Wealth Advisor for the ASIAPAC region of the JP Morgan Private Bank. He is based in Hong Kong and joined JP Morgan 14 years ago from Ernst and Young LLP where he was a Director and head of the Private Client Services group in London. He was also Chairman and founder of the Ernst & Young International Private Wealth Group. He has over thirty five years experience in advising wealthy individuals and families on both domestic and international tax and estate planning as well as family governance and succession issues. He also has wide experience in advising philanthropists on both tax and structuring issues in relation to charitable giving. Paul graduated from Durham University and is a UK Solicitor. He is a member of the Society of Trust and Estate Practitioners and has served as co-chair of its International Committee as well as being an advisor to its UK technical committee and a member of the Family Business Special Interest Group. He is also Vice Chairman of the UK charity Philanthropy Impact prior to relocating to Hong Kong.

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.

Pieter is passionate about how technology innovation creates new disruptive business models, especially in financial services markets. He has been working for 20+ years in the tech industry, and is P&L responsible for the APAC operation in additiv, the leading Swiss wealthtech vendor. Previously he was working for Capgemini in Europe and Orange in Asia, Middle East and Africa. Having worked on digital transformation projects in numerous countries, for the last 20 years his home has always been the Indonesian island of Bali.

Dr. Ramos has more than 25 years of banking and finance experience working for local and foreign institutions. He is a CFA Charterholder, a CAIA Charterholder, a CIPM Certificant, Certified Securities Representative, a Registered Financial consultant and a certified Treasury Professional. Dr. Ramos has received several local and international awards for his service to the industry and has also served on the boards of several industry associations. He has served as President of the Trust officers Association of the Philippines and the De La Salle University Doctoral Society. He is also the current President of the CFA Society of the Philippines.

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.
Experience and Outstanding Accomplishments
1. Equities Portfolio Manager /Vice President – BPI Asset Management 2011 - 2012
2. Equities Portfolio Manager /Vice President – ING Investment Management Inc. 2010 - 2011
3. General Manager – Philequity Management Inc. 2009 - 2010
4. Head for Fixed Income Desk/ Assistant Vice President – Citicorp Financial Services and Insurance Brokerage 2002 - 2009
5. Equities Trader – Abacus Securities Corporation 1996 - 2002

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.

Mr. Rex Mendoza is the Chairman of Rampver Financials, one of the largest distributors of investment funds in the Philippines. He is an active entrepreneur with companies and endeavors in multiple industries. He is the Lead Independent Director of Globe Telecom and Ayala Land Logistics Holdings Corporation, and Independent Director for Ayala Land and National Reinsurance Corporation, all listed companies in the Philippine Stock Exchange. He is the Chairman of Singapore Life Philippines and The Soldivo Funds. He is also a director of Esquire Financing, G-Xchange Inc. (GXI or Gcash), Seedbox Technologies, Seven Tall Trees Events Management (The Blue Leaf), Mobile Group Inc. and many other leading companies in different fields. He is recognized as one of the best business, leadership, finance, marketing and sales speakers in the country. Rex is also a bestselling author (Trailblazing Success and Firing On All Cylinders), financial advisor and business mentor.

Zac has experience in all areas of international private client law including cross border tax, trust, estate, family, divorce and succession laws. Zac also has extensive experience advising in relation business family and family office governance and succession planning, and international private client regulatory laws, including the Common Reporting Standard, Mandatory Disclosure Rules, Economic Substance Rules and Beneficial Ownership Registers.

Atty. Arlene has over two decades worth of experience and expertise in Treasury, Trust and Private Banking. Prior to joining UnionBank in 2018 as Trust Officer and then eventually, Head of Private Banking, Atty. Arlene was the SVP-Treasurer and Head of Global Markets of Maybank Philippines, Inc. Atty. Arlene was also previously the Customer Solutions Desk Head of the Treasury Capital Markets & Derivatives Division of BDO and Treasurer of GE Money Bank. She obtained her bachelor’s degree in Political Science and Economics from the University of the Philippines, Diliman. She earned her Juris Doctor Law degree at the Ateneo De Manila University and later took her Master’s Degree in Business Administration at De La Salle University. She is a Chartered Wealth Advisor (CWA), Chartered Trust and Estate Planner (CTEP) and a member of the Integrated Bar of the Philippines.

Woon Shiu has over 20 years of expertise in marketing, client development and professional training in family office structuring, trusts, high-net-worth life insurance and estate planning in Asia Pacific (especially China, Taiwan, Hong Kong and Southeast Asia). Over the years, Woon Shiu has handled multiple landmark transactions, advising ultra-high net-worth individuals and founding members of banking conglomerates on matters relating to taxes, multi-generational endowment funds, planning of global assets, and much more. Woon Shiu is also an adjunct professor at the Wealth Management Institute (in Nanyang Technological University) and regularly lectures private bankers, lawyers and trust practitioners on wealth structuring and estate succession. He has also spoken as a guest lecturer at universities in China, and his views on family businesses are regularly featured in the Financial Times, Barron’s Asia, Singapore Business Times, China Daily and other renowned publications. Woon Shiu has advised numerous ultra-high net-worth families across Asia Pacific in the areas of strategic structuring of their estate and succession planning. He commonly engages multi-generation families, giving them advice on successfully establishing and implementing their desired family governance and philanthropic strategies. He holds a STEP certification and is a Solicitor in England and Wales, as well as an Advocate and Solicitor in Singapore. Woon Shiu is fluent in English and Mandarin – often lecturing in both languages – and is also conversant in Cantonese, Hokkien and Hainanese.

Yash Shah is an Associate Partner at Synpulse. Being an expert in private banking and wealth management, he has been helping WMs in the region with their wealth transformation journeys and target operating models. He takes care of Synpulse's wealth business in Asia Pacific

Marcy” Cruz Kohchet-Chua has been in the Philippine banking industry for 25 years , spending the last 18 years in various management roles overseeing wealth management businesses of the largest global banks in the Philippines and more recently, established the Wealth Business of the lone independent Asset and Wealth Management entity in the country, ATRAM.

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

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.

Before rejoining EFG as Senior Managing Director, North Asia Head, Kees was a Managing Director at Hubbis. Kees Stoute IBFA, ran Sonam, a private banking training and consultancy firm, since 2012, during which time he also authored the book ‘Help, I’m Rich’ (John Wiley & Sons). Prior to that, he was the managing director of EFG Bank in South-east Asia. Kees has a distinguished career spanning the academic, IT & operations and private banking sectors, and has more than 20 years’ experience in Asia, most of the time spent in Singapore. From 2000 onwards Kees was in charge of the Private Bank of MeesPierson in Asia. MeesPierson was part of the Fortis Group, which acquired London-headquartered Dryden Wealth Management in 2005, of which Kees became global CEO and Chairman. After the integration of Dryden into Fortis, Kees moved on to the position of Managing Director of EFG Bank Singapore, where he remained in charge until March 2012. He left EFG Bank to set up and develop Sonam BV. He subsequently joined Hubbis as Managing Director in 2015. An experienced private banker, Kees served at MeesPierson from 1992 to 1996 as its regional head of IT. In 1996, he was promoted to the position of chief operating officer of Fortis / MeesPierson in Singapore. In this position, he became a member of the regional management team of MeesPierson Private Banking. In April 2000, he moved on to become managing director of the business line private banking and trust in Asia for MeesPierson and in 2002, he was (in addition) promoted to managing director of the legal entity MeesPierson Asia Ltd in Singapore. In 2011 Kees became one of the first in Singapore to be certified by the regulator in Singapore (IBF) as Financial Industry Certified Professional (FICP – Role Model 6), now called IBFA. In the same year, he was also invited to participate in the Private Banking Industry Group, a consultative forum which was established by the Monetary Authority of Singapore (MAS) to further strengthen the competency and market conduct standards of the private banking industry in Singapore. In 2012, Kees became the inaugural winner of the Hubbis Recognition of Excellence in Asian Wealth Management Award. In September 2015, Kees was given a certificate to denote his status as an ‘IBF Advanced Fellow’ for 2015. 

Tomas S. Chuidian has served as the Head of Private Banking since July 2013. He has concurrently functioned as the Chairman of BPI Hong Kong, a wholly owned subsidiary of BPI, since 2015. Prior to joining BPI, Mr. Chuidian served as Executive Director for Global Wealth Management at Merrill Lynch in Hong Kong for 10 years. He has over 24 years of banking experience, having held positions at ABN AMRO Bank N.V., DBS Bank and PNB as an investment management professional across all asset classes, advising high net-worth families, middle-market companies, and non-profit endowment funds. Previously, Mr. Chuidian managed specialized biotechnology products at Digene Diagnostics, a start-up company founded in the United States. He holds a Master’s Degree in International Management from the University of Maryland and a Bachelor of Science Degree in Chemistry and Biology from College of the Ozarks in Missouri.

Yash Shah is an Associate Partner at Synpulse. Being an expert in private banking and wealth management, he has been helping WMs in the region with their wealth transformation journeys and target operating models. He takes care of Synpulse's wealth business in Asia Pacific

Marcy” Cruz Kohchet-Chua has been in the Philippine banking industry for 25 years , spending the last 18 years in various management roles overseeing wealth management businesses of the largest global banks in the Philippines and more recently, established the Wealth Business of the lone independent Asset and Wealth Management entity in the country, ATRAM.

Peter Faulhaber is the Head of Wealth and Personal Banking of HSBC Philippines, the only International Bank in the Philippines. He is also the Vice-Chairman of the newly established HSBC Investment and Insurance Brokerage Philippines (HIIB). Peter has been with HSBC Philippines since 2019. With Peter at the helm, HSBC was able to grow its deposit base, increase cards in force, and improve its loan portfolio. He initiated the re-entry of HSBC into the home loans market. He oversaw the formation of HSBC Investment and Insurance Brokerage Philippines (HIIB) to ensure the continued growth of HSBC’s wealth business in the Philippines. Through his leadership, HSBC enhanced its remote process and introduced a redesigned website to cater to the growing demand for on-line banking. Improvements on our customer service and branch operations were also instituted. All of this were achieved despite the challenges of the pandemic. Prior to the Philippines, Peter spent three years in the Channel Islands & Isle of Man as the HSBC Head of Distribution for the WPB domestic business. He successfully led the domestic business through its separation from UK WPB and integration with HSBC Expat whilst continuing to deliver growth, improve customer satisfaction, and manage risk. Before working in the Channel Islands, Peter was the Regional Head of Internal Audit ASP WPB and led global audits of digital, sales suitability, and conduct. Peter had also worked in the US, Europe, the Middle East, and Asia where-in he had led successful teams in management consulting, risk, and sales and distribution. He joined the bank thirteen years ago as an International Manager, after having completed his MBA at INSEAD in France and Singapore. Outside of work Peter spends his time with his eight-year-old twins, Madeleine and Maxwell, and his wife Denise. He also enjoys running, cycling, triathlons.

Atty. Arlene has over two decades worth of experience and expertise in Treasury, Trust and Private Banking. Prior to joining UnionBank in 2018 as Trust Officer and then eventually, Head of Private Banking, Atty. Arlene was the SVP-Treasurer and Head of Global Markets of Maybank Philippines, Inc. Atty. Arlene was also previously the Customer Solutions Desk Head of the Treasury Capital Markets & Derivatives Division of BDO and Treasurer of GE Money Bank. She obtained her bachelor’s degree in Political Science and Economics from the University of the Philippines, Diliman. She earned her Juris Doctor Law degree at the Ateneo De Manila University and later took her Master’s Degree in Business Administration at De La Salle University. She is a Chartered Wealth Advisor (CWA), Chartered Trust and Estate Planner (CTEP) and a member of the Integrated Bar of the Philippines.

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.

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.

Woon Shiu has over 20 years of expertise in marketing, client development and professional training in family office structuring, trusts, high-net-worth life insurance and estate planning in Asia Pacific (especially China, Taiwan, Hong Kong and Southeast Asia). Over the years, Woon Shiu has handled multiple landmark transactions, advising ultra-high net-worth individuals and founding members of banking conglomerates on matters relating to taxes, multi-generational endowment funds, planning of global assets, and much more. Woon Shiu is also an adjunct professor at the Wealth Management Institute (in Nanyang Technological University) and regularly lectures private bankers, lawyers and trust practitioners on wealth structuring and estate succession. He has also spoken as a guest lecturer at universities in China, and his views on family businesses are regularly featured in the Financial Times, Barron’s Asia, Singapore Business Times, China Daily and other renowned publications. Woon Shiu has advised numerous ultra-high net-worth families across Asia Pacific in the areas of strategic structuring of their estate and succession planning. He commonly engages multi-generation families, giving them advice on successfully establishing and implementing their desired family governance and philanthropic strategies. He holds a STEP certification and is a Solicitor in England and Wales, as well as an Advocate and Solicitor in Singapore. Woon Shiu is fluent in English and Mandarin – often lecturing in both languages – and is also conversant in Cantonese, Hokkien and Hainanese.

Paul is a Managing Director and Senior Wealth Advisor for the ASIAPAC region of the JP Morgan Private Bank. He is based in Hong Kong and joined JP Morgan 14 years ago from Ernst and Young LLP where he was a Director and head of the Private Client Services group in London. He was also Chairman and founder of the Ernst & Young International Private Wealth Group. He has over thirty five years experience in advising wealthy individuals and families on both domestic and international tax and estate planning as well as family governance and succession issues. He also has wide experience in advising philanthropists on both tax and structuring issues in relation to charitable giving. Paul graduated from Durham University and is a UK Solicitor. He is a member of the Society of Trust and Estate Practitioners and has served as co-chair of its International Committee as well as being an advisor to its UK technical committee and a member of the Family Business Special Interest Group. He is also Vice Chairman of the UK charity Philanthropy Impact prior to relocating to Hong Kong.

Zac has experience in all areas of international private client law including cross border tax, trust, estate, family, divorce and succession laws. Zac also has extensive experience advising in relation business family and family office governance and succession planning, and international private client regulatory laws, including the Common Reporting Standard, Mandatory Disclosure Rules, Economic Substance Rules and Beneficial Ownership Registers.

Pieter is passionate about how technology innovation creates new disruptive business models, especially in financial services markets. He has been working for 20+ years in the tech industry, and is P&L responsible for the APAC operation in additiv, the leading Swiss wealthtech vendor. Previously he was working for Capgemini in Europe and Orange in Asia, Middle East and Africa. Having worked on digital transformation projects in numerous countries, for the last 20 years his home has always been the Indonesian island of Bali.

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.

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.
Experience and Outstanding Accomplishments
1. Equities Portfolio Manager /Vice President – BPI Asset Management 2011 - 2012
2. Equities Portfolio Manager /Vice President – ING Investment Management Inc. 2010 - 2011
3. General Manager – Philequity Management Inc. 2009 - 2010
4. Head for Fixed Income Desk/ Assistant Vice President – Citicorp Financial Services and Insurance Brokerage 2002 - 2009
5. Equities Trader – Abacus Securities Corporation 1996 - 2002

Mr. Rex Mendoza is the Chairman of Rampver Financials, one of the largest distributors of investment funds in the Philippines. He is an active entrepreneur with companies and endeavors in multiple industries. He is the Lead Independent Director of Globe Telecom and Ayala Land Logistics Holdings Corporation, and Independent Director for Ayala Land and National Reinsurance Corporation, all listed companies in the Philippine Stock Exchange. He is the Chairman of Singapore Life Philippines and The Soldivo Funds. He is also a director of Esquire Financing, G-Xchange Inc. (GXI or Gcash), Seedbox Technologies, Seven Tall Trees Events Management (The Blue Leaf), Mobile Group Inc. and many other leading companies in different fields. He is recognized as one of the best business, leadership, finance, marketing and sales speakers in the country. Rex is also a bestselling author (Trailblazing Success and Firing On All Cylinders), financial advisor and business mentor.

Dr. Ramos has more than 25 years of banking and finance experience working for local and foreign institutions. He is a CFA Charterholder, a CAIA Charterholder, a CIPM Certificant, Certified Securities Representative, a Registered Financial consultant and a certified Treasury Professional. Dr. Ramos has received several local and international awards for his service to the industry and has also served on the boards of several industry associations. He has served as President of the Trust officers Association of the Philippines and the De La Salle University Doctoral Society. He is also the current President of the CFA Society of the Philippines.

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

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

Maita Kilayko is a Director of Private Clients at Henley & Partners Singapore and a member of the Private Clients Management Board. Originally from the Philippines, she now permanently resides in 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. Maita has over 20 years’ experience in Wealth management, Trust and Private banking. Before joining Henley and Partners, Maita worked for various foreign banks in the Philippines, Singapore and Hong Kong where she was a relationship manager advising high-net-worth individuals. She holds a Bachelor of Science in Business Management and Bachelor of Arts in International Studies from De La Salle University.

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