PHILIPPINES WEALTH MANAGEMENT FORUM 2024

Deanno is President of ATRAM Trust Corporation, the first Stand Alone Trust company in the Philippines. He has 24 years of extensive experience in the local and regional financial markets, in both Treasury trading and Asset Management. He is a member of ATRAM’s Investment Committee and is particularly involved in strategy setting for Fixed Income and Multi-Asset strategies. Deanno was a past President and is a current Board Member of the Fund Managers Association of the Philippines.

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.

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.

Mathieu has been present at Evooq since the inception of the company, as the co-founder. He has contributed to the development of the solutions as well as the strategic roadmap. On top of his current title as the Chief Product Officer, Mathieu is also a part of the Client Success team. Mathieu has several years of experience in the implementation of analytical systems in the Financial and Insurance industry. He worked in trading at a Tier 1 investment bank, responsible for the implementation of risk analytic capabilities globally. Mathieu has obtained a PhD in Mathematics focused on applications for Risk Management in Finance and Insurance, in collaboration with regulators. He graduated from the University of Cambridge and EPFL.

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.

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.

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.

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.

Alex Ng has an extensive work experience in the financial industry. Alex currently holds the position of Head of Intermediary Sales, Asia ex Japan at Janus Henderson Investors since July 2022. Prior to this, they served as the Head of Wholesale Distribution, Asia at Federated Hermes - International from November 2020 to July 2022. Before their tenure at Federated Hermes, Alex worked at Aberdeen Standard Investments as a Director, Banks - Singapore from July 2018 to November 2020, where they were responsible for product distribution and key account management. Alex also held the role of Senior Business Development Manager at the same company from February 2015 to July 2018. Alex's earlier career includes working as an Associate Director - Business Development (Europe) at Lion Global Investors Limited from July 2013 to January 2015. Alex also served as a Senior Sales Manager at Reliance Asset Management Singapore PTE. LTD. from June 2010 to July 2013, where they focused on sales and marketing of investment products. Furthermore, Alex held positions at Superfund Financial (Hong Kong) LTD as a Sales Manager from March 2009 to June 2010, and at Doric Capital Corporation as an Investor Relations Manager from September 2008 to February 2009. Prior to their financial industry roles, Alex owned and managed Avalon New York from 2003 to 2009, and worked in a promotions role at Avalon Boston from 2001 to 2003. Alex also gained experience as a Vice President, Sales at Eurekahedge PTE LTD from July 2005 to September 2008. Overall, Alex Ng has a diverse background in sales, distribution, and key account management within the financial industry. Alex Ng completed their high school education at Saint George's from 1992 to 1996, earning a High School Degree. Following that, they attended Northeastern University from 1997 to 2002, obtaining a Bachelor's degree in Finance, MIS, with a minor in Sociology.

Jason Gibbons is the Investment Director for Asia at Leo Wealth, an independent global wealth advisor. Based in Hong Kong, Jason is responsible for providing investment advisory, portfolio management services and multi-asset class views to the firm’s clients. He specializes in asset allocation, alternative investments and thematic research. Prior to Leo Wealth, Jason was a Portfolio Manager at BNY Mellon Wealth Management in Hong Kong, working extensively with private clients and high-net-worth families. He was responsible for managing the firm’s Asian clients’ discretionary portfolios and providing asset allocation guidance. Jason earned a BS in Finance and Minor in International Business from Pennsylvania State University. He is also a CFA charterholder.

Sharon is the Country Head, Singapore and Head of Private Clients for Ocorian. She has 20 years’ experience in the provision of financial, regulatory, corporate and fiduciary services while working in financial institutions, family offices and business outsourcing companies globally. Apart from working many years with private and corporate clients, she is very experienced in establishing and managing family offices, which includes sitting on the boards of family offices. Her international career has enabled her to develop an acute sense of culture awareness thus not only building strong client relationships but also helping clients navigate complex issues with a clear and steady focus on their goals. With an outstanding track record in delivery and execution, Sharon’s expertise is in successfully turning around business operations whilst upholding the highest levels of corporate governance. As a result, she has led numerous business expansions throughout Asia. Sharon is also an accountant and was formerly in senior roles with Citigroup, BNP Paribas and private family offices. Sharon joins us from TMF Group where she held several senior leadership roles in Singapore, Philippines and Malaysia.

Joshua Gilbert Paraiso received his Juris Doctor (J.D.) degree from the Ateneo de Manila University School of Law in 1997 and was admitted to the Philippine Bar in 1998. He obtained his Bachelor of Science degree Major in Legal Management from the Ateneo de Manila University in 1993. Joshua is a partner at the Puyat Jacinto & Santos Law Office and heads the Dispute Resolution practice of the firm and advices and represents the firm’s clients in their disputes with counter-parties and in their various litigation matters before the courts, administrative bodies and other quasi-judicial agencies, as well as in international commercial and domestic arbitration cases. He handles estate settlement cases and guardianship proceedings over persons and estate, and also advises and assists clients in estate planning, including drafting of last wills and testament, living wills and establishment of trust arrangements. He also provides Generation Advisory Services to High Net Worth Clients and families. He likewise acts as legal counsel and advices and represents clients in family law cases and matters such as nullity of marriage, recognition of foreign divorce decrees, spousal and child support, custody, paternity cases, adoption, property regime settlement and separation of common properties, drafting and preparation of pre-nuptial agreements. He is also a trained and accredited arbitrator of the Philippine Dispute Resolution Center, Inc. (PDRCI), the Construction Industry Arbitration Commission (CIAC) and a member of the Philippine Institute of Arbitrators (PIARB). Joshua has received awards as a Recognized Practitioner in Dispute Resolution-Philippines (Chambers Asia-Pacific 2019) and as Commended External Counsel of the Year, 2017 (In-House Community).

Rebecca Chua is the Managing Partner of Premia Partners, leading the overall management of the firm since founding of the firm in 2016. She was previously the Assistant Chief Executive of ICBC Credit Suisse Asset Management International, where as Deputy to the CEO she led the international platform build out and strategic partnerships for the asset management joint venture between ICBC and Credit Suisse. Before that Rebecca was a Director at BlackRock, responsible for strategy and business management for APAC Fundamental Equities, and strategic engagements with regulators and joint venture partner Bank of China. Earlier in her career Rebecca was the Director in charge of the Office of the Chairman at Marsh & McLennan Companies (MMC) Asia, where she was responsible for driving corporate development, research, strategy and business management, talent development, and regulatory and partnership engagements for MMC operating companies including Marsh, Mercer, Guy Carpenter, Oliver Wyman, Lippincott, Putnam and Kroll across 13 different Asian geographies. Rebecca started as a corporate banker at Standard Chartered Bank, specializing in credit and commodity finance. Outside of Premia, Rebecca is an advisor to the President of the Pacific Pension & Investment Institute (PPI), and a member of the HKEX Listing Committee. Rebecca holds a BBA degree from the Hong Kong University of Science & Technology and an MBA degree from the Yale School of Management. She is a fellow member of the Association of Chartered Certified Accountants (FCCA), and a CFA and FRM charterholder.

Dr. Robert B. Ramos, CFA is the President of RCBC Trust Corporation. Dr. Ramos has almost three (3) decades of banking and finance experience working for local and foreign institutions. He has experience in the fields of trust and asset management, product development, trading, fund management, business development and relationship management. Robert has post graduate degrees in the areas of Business Management and Business Economics. Dr. Ramos holds the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations. He also received the certificate in investment performance measurement (CIPM) from the CFA Institute.  Ramos also obtained the certificate in ESG Investing from the CFA Institute. He has served as President of the Trust Officers Association of the Philippines (TOAP) and is currently the President of the CFA Society of the Philippines.

Marie is the firm’s contracts and due diligence specialist. She is actively involved in rendering corporate services and regulatory and compliance work with the Securities and Exchange Commission, and currently acts as the Corporate Secretary of a growing group of companies engaged in the food and beverage industry with numerous branches in Metro Manila. Marie has a working knowledge of regional offshore corporate practice, having worked in Singapore for two years handling regulatory compliance requirements of companies based in Singapore, Malaysia, Hong Kong, and BVI. Her familiarity with offshore corporate regulatory requirements supplements her current practice in assisting foreign corporations seeking to establish a presence in the Philippines. In addition, Marie has extensive experience in structuring joint ventures, mergers and acquisitions of businesses, along with estate planning and labor practice.

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.

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.

Mon is the President and CEO of UFSI and has held the role since April 2019. Prior to his current role, Mon was Investment Product Head and Treasurer from January 2016 to April 2019. Mon has been in the banking industry for more than three decades, mostly on the asset management or wealth business buy side with a brief stint on the securities sell side. Mon was investment funds product distribution manager with Bank of the Philippine Islands early in his career in the late-1990s until he joined Citibank N.A. Philippines first as Investment Specialist in 2004 then later on as Investment Research and Strategy Head of CFSI until his departure in December 2012. Mon joined Maybank ATR Kim Eng Securities Inc. in January 2013 to help set up and launch the retail online equity brokerage business before returning to Citi in January 2016. On August 1, 2022, UnionBank acquired the Consumer Banking Business of Citi Philippines which included CFSI which was later renamed as UFSI. Mon graduated with a degree of B.S. in Economics (cum laude) from the University of the Philippines (Diliman) in 1993 and earned his Executive MBA (gold medal) from the Ateneo De Manila-Regis University Joint Program in 2003.

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.

Caesar Antonino M. Ordonez Jr., known in the industry as Sonny, has more than 20 years of experience in the finance industry working in the dealership, corporate banking, fixed income fund management and research units of various banks and institutions. Sonny is currently the Head of Investments of UnionBank Private Banking. Recently, Citywire Asia named Sonny as one of the Top 25 Asean Selectors in 2022. Before joining the Private Banking Group, Sonny was the Chief Investment Officer of UnionBank Trust & Investment Services Group. Under his leadership, the Portfolio Management Unit garnered prestigious awards for 2 consecutive years from CFA Society Philippines, namely, Best Managed Funds for Peso Medium Term Bond (2020) and Peso Balanced Fund (2021). Prior to joining UnionBank, Sonny worked in BDO Trust as SAVP – Investment Officer for the Investment Strategy & Research Unit for 9 years handling corporations. Sonny completed the Trust Institute Foundation of the Philippines’ one-year course on Trust Operations and Investment Management with Distinction. He took his Masters in Business Administration at the Ateneo Graduate School of Business. He graduated from Ateneo de Manila University with a Bachelor’s degree in Management Economics.

Anurag currently serves as General Manager and Head, Asia Pacific at additiv, a global leader in Fintech and embedded finance which enables leading financial and non-financial institutions globally to develop new and transform existing business models, capitalizing on digital innovation and Finance-as-a-Service capabilities. At additiv, Anurag is responsible for driving the company's growth in APAC through strategic partnerships with clients, assisting them in creating new profit pools through complementary business lines and enhanced efficiency. Anurag’s extensive background in financial markets, both in APAC and globally, is marked by his senior roles at prominent consultancies and financial service organizations such as PwC and SBI Capital Markets, where he advised the boards and C-suite executives in their digital transformation journey and capital market activities.

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.

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.

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.

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.

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.

Dr. Robert B. Ramos, CFA is the President of RCBC Trust Corporation. Dr. Ramos has almost three (3) decades of banking and finance experience working for local and foreign institutions. He has experience in the fields of trust and asset management, product development, trading, fund management, business development and relationship management. Robert has post graduate degrees in the areas of Business Management and Business Economics. Dr. Ramos holds the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations. He also received the certificate in investment performance measurement (CIPM) from the CFA Institute.  Ramos also obtained the certificate in ESG Investing from the CFA Institute. He has served as President of the Trust Officers Association of the Philippines (TOAP) and is currently the President of the CFA Society of the Philippines.

Mon is the President and CEO of UFSI and has held the role since April 2019. Prior to his current role, Mon was Investment Product Head and Treasurer from January 2016 to April 2019. Mon has been in the banking industry for more than three decades, mostly on the asset management or wealth business buy side with a brief stint on the securities sell side. Mon was investment funds product distribution manager with Bank of the Philippine Islands early in his career in the late-1990s until he joined Citibank N.A. Philippines first as Investment Specialist in 2004 then later on as Investment Research and Strategy Head of CFSI until his departure in December 2012. Mon joined Maybank ATR Kim Eng Securities Inc. in January 2013 to help set up and launch the retail online equity brokerage business before returning to Citi in January 2016. On August 1, 2022, UnionBank acquired the Consumer Banking Business of Citi Philippines which included CFSI which was later renamed as UFSI. Mon graduated with a degree of B.S. in Economics (cum laude) from the University of the Philippines (Diliman) in 1993 and earned his Executive MBA (gold medal) from the Ateneo De Manila-Regis University Joint Program in 2003.

Deanno is President of ATRAM Trust Corporation, the first Stand Alone Trust company in the Philippines. He has 24 years of extensive experience in the local and regional financial markets, in both Treasury trading and Asset Management. He is a member of ATRAM’s Investment Committee and is particularly involved in strategy setting for Fixed Income and Multi-Asset strategies. Deanno was a past President and is a current Board Member of the Fund Managers Association of the Philippines.

Anurag currently serves as General Manager and Head, Asia Pacific at additiv, a global leader in Fintech and embedded finance which enables leading financial and non-financial institutions globally to develop new and transform existing business models, capitalizing on digital innovation and Finance-as-a-Service capabilities. At additiv, Anurag is responsible for driving the company's growth in APAC through strategic partnerships with clients, assisting them in creating new profit pools through complementary business lines and enhanced efficiency. Anurag’s extensive background in financial markets, both in APAC and globally, is marked by his senior roles at prominent consultancies and financial service organizations such as PwC and SBI Capital Markets, where he advised the boards and C-suite executives in their digital transformation journey and capital market activities.

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.

Joshua Gilbert Paraiso received his Juris Doctor (J.D.) degree from the Ateneo de Manila University School of Law in 1997 and was admitted to the Philippine Bar in 1998. He obtained his Bachelor of Science degree Major in Legal Management from the Ateneo de Manila University in 1993. Joshua is a partner at the Puyat Jacinto & Santos Law Office and heads the Dispute Resolution practice of the firm and advices and represents the firm’s clients in their disputes with counter-parties and in their various litigation matters before the courts, administrative bodies and other quasi-judicial agencies, as well as in international commercial and domestic arbitration cases. He handles estate settlement cases and guardianship proceedings over persons and estate, and also advises and assists clients in estate planning, including drafting of last wills and testament, living wills and establishment of trust arrangements. He also provides Generation Advisory Services to High Net Worth Clients and families. He likewise acts as legal counsel and advices and represents clients in family law cases and matters such as nullity of marriage, recognition of foreign divorce decrees, spousal and child support, custody, paternity cases, adoption, property regime settlement and separation of common properties, drafting and preparation of pre-nuptial agreements. He is also a trained and accredited arbitrator of the Philippine Dispute Resolution Center, Inc. (PDRCI), the Construction Industry Arbitration Commission (CIAC) and a member of the Philippine Institute of Arbitrators (PIARB). Joshua has received awards as a Recognized Practitioner in Dispute Resolution-Philippines (Chambers Asia-Pacific 2019) and as Commended External Counsel of the Year, 2017 (In-House Community).

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.

Mathieu has been present at Evooq since the inception of the company, as the co-founder. He has contributed to the development of the solutions as well as the strategic roadmap. On top of his current title as the Chief Product Officer, Mathieu is also a part of the Client Success team. Mathieu has several years of experience in the implementation of analytical systems in the Financial and Insurance industry. He worked in trading at a Tier 1 investment bank, responsible for the implementation of risk analytic capabilities globally. Mathieu has obtained a PhD in Mathematics focused on applications for Risk Management in Finance and Insurance, in collaboration with regulators. He graduated from the University of Cambridge and EPFL.

Rebecca Chua is the Managing Partner of Premia Partners, leading the overall management of the firm since founding of the firm in 2016. She was previously the Assistant Chief Executive of ICBC Credit Suisse Asset Management International, where as Deputy to the CEO she led the international platform build out and strategic partnerships for the asset management joint venture between ICBC and Credit Suisse. Before that Rebecca was a Director at BlackRock, responsible for strategy and business management for APAC Fundamental Equities, and strategic engagements with regulators and joint venture partner Bank of China. Earlier in her career Rebecca was the Director in charge of the Office of the Chairman at Marsh & McLennan Companies (MMC) Asia, where she was responsible for driving corporate development, research, strategy and business management, talent development, and regulatory and partnership engagements for MMC operating companies including Marsh, Mercer, Guy Carpenter, Oliver Wyman, Lippincott, Putnam and Kroll across 13 different Asian geographies. Rebecca started as a corporate banker at Standard Chartered Bank, specializing in credit and commodity finance. Outside of Premia, Rebecca is an advisor to the President of the Pacific Pension & Investment Institute (PPI), and a member of the HKEX Listing Committee. Rebecca holds a BBA degree from the Hong Kong University of Science & Technology and an MBA degree from the Yale School of Management. She is a fellow member of the Association of Chartered Certified Accountants (FCCA), and a CFA and FRM charterholder.

Caesar Antonino M. Ordonez Jr., known in the industry as Sonny, has more than 20 years of experience in the finance industry working in the dealership, corporate banking, fixed income fund management and research units of various banks and institutions. Sonny is currently the Head of Investments of UnionBank Private Banking. Recently, Citywire Asia named Sonny as one of the Top 25 Asean Selectors in 2022. Before joining the Private Banking Group, Sonny was the Chief Investment Officer of UnionBank Trust & Investment Services Group. Under his leadership, the Portfolio Management Unit garnered prestigious awards for 2 consecutive years from CFA Society Philippines, namely, Best Managed Funds for Peso Medium Term Bond (2020) and Peso Balanced Fund (2021). Prior to joining UnionBank, Sonny worked in BDO Trust as SAVP – Investment Officer for the Investment Strategy & Research Unit for 9 years handling corporations. Sonny completed the Trust Institute Foundation of the Philippines’ one-year course on Trust Operations and Investment Management with Distinction. He took his Masters in Business Administration at the Ateneo Graduate School of Business. He graduated from Ateneo de Manila University with a Bachelor’s degree in Management Economics.

Jason Gibbons is the Investment Director for Asia at Leo Wealth, an independent global wealth advisor. Based in Hong Kong, Jason is responsible for providing investment advisory, portfolio management services and multi-asset class views to the firm’s clients. He specializes in asset allocation, alternative investments and thematic research. Prior to Leo Wealth, Jason was a Portfolio Manager at BNY Mellon Wealth Management in Hong Kong, working extensively with private clients and high-net-worth families. He was responsible for managing the firm’s Asian clients’ discretionary portfolios and providing asset allocation guidance. Jason earned a BS in Finance and Minor in International Business from Pennsylvania State University. He is also a CFA charterholder.

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.

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.

Sharon is the Country Head, Singapore and Head of Private Clients for Ocorian. She has 20 years’ experience in the provision of financial, regulatory, corporate and fiduciary services while working in financial institutions, family offices and business outsourcing companies globally. Apart from working many years with private and corporate clients, she is very experienced in establishing and managing family offices, which includes sitting on the boards of family offices. Her international career has enabled her to develop an acute sense of culture awareness thus not only building strong client relationships but also helping clients navigate complex issues with a clear and steady focus on their goals. With an outstanding track record in delivery and execution, Sharon’s expertise is in successfully turning around business operations whilst upholding the highest levels of corporate governance. As a result, she has led numerous business expansions throughout Asia. Sharon is also an accountant and was formerly in senior roles with Citigroup, BNP Paribas and private family offices. Sharon joins us from TMF Group where she held several senior leadership roles in Singapore, Philippines and Malaysia.

Marie is the firm’s contracts and due diligence specialist. She is actively involved in rendering corporate services and regulatory and compliance work with the Securities and Exchange Commission, and currently acts as the Corporate Secretary of a growing group of companies engaged in the food and beverage industry with numerous branches in Metro Manila. Marie has a working knowledge of regional offshore corporate practice, having worked in Singapore for two years handling regulatory compliance requirements of companies based in Singapore, Malaysia, Hong Kong, and BVI. Her familiarity with offshore corporate regulatory requirements supplements her current practice in assisting foreign corporations seeking to establish a presence in the Philippines. In addition, Marie has extensive experience in structuring joint ventures, mergers and acquisitions of businesses, along with estate planning and labor practice.

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.

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.

Anurag currently serves as General Manager and Head, Asia Pacific at additiv, a global leader in Fintech and embedded finance which enables leading financial and non-financial institutions globally to develop new and transform existing business models, capitalizing on digital innovation and Finance-as-a-Service capabilities. At additiv, Anurag is responsible for driving the company's growth in APAC through strategic partnerships with clients, assisting them in creating new profit pools through complementary business lines and enhanced efficiency. Anurag’s extensive background in financial markets, both in APAC and globally, is marked by his senior roles at prominent consultancies and financial service organizations such as PwC and SBI Capital Markets, where he advised the boards and C-suite executives in their digital transformation journey and capital market activities.

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.

Alex Ng has an extensive work experience in the financial industry. Alex currently holds the position of Head of Intermediary Sales, Asia ex Japan at Janus Henderson Investors since July 2022. Prior to this, they served as the Head of Wholesale Distribution, Asia at Federated Hermes - International from November 2020 to July 2022. Before their tenure at Federated Hermes, Alex worked at Aberdeen Standard Investments as a Director, Banks - Singapore from July 2018 to November 2020, where they were responsible for product distribution and key account management. Alex also held the role of Senior Business Development Manager at the same company from February 2015 to July 2018. Alex's earlier career includes working as an Associate Director - Business Development (Europe) at Lion Global Investors Limited from July 2013 to January 2015. Alex also served as a Senior Sales Manager at Reliance Asset Management Singapore PTE. LTD. from June 2010 to July 2013, where they focused on sales and marketing of investment products. Furthermore, Alex held positions at Superfund Financial (Hong Kong) LTD as a Sales Manager from March 2009 to June 2010, and at Doric Capital Corporation as an Investor Relations Manager from September 2008 to February 2009. Prior to their financial industry roles, Alex owned and managed Avalon New York from 2003 to 2009, and worked in a promotions role at Avalon Boston from 2001 to 2003. Alex also gained experience as a Vice President, Sales at Eurekahedge PTE LTD from July 2005 to September 2008. Overall, Alex Ng has a diverse background in sales, distribution, and key account management within the financial industry. Alex Ng completed their high school education at Saint George's from 1992 to 1996, earning a High School Degree. Following that, they attended Northeastern University from 1997 to 2002, obtaining a Bachelor's degree in Finance, MIS, with a minor in Sociology.

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.