Scaling DPM for Asian Wealth Management

At CSOP Asset Management, Mitchell is an ETF strategist providing ETF investment solutions to Private Banks and Family Offices in Hong Kong. Mitchell is also part of a team responsible for developing sales strategy and strategic partnerships with intermediaries in Hong Kong. Prior to joining CSOP Asset Management, he worked at various Private Banks, such as J. Safra Sarasin, Julius Baer and Edmond De Rothschild, advising External Asset Managers and Family Offices.

Ms. Salale is a portfolio strategist on GMO’s Focused Equity team. Previously at GMO, she was engaged in client relationship management. Prior to joining GMO in 2016, she worked for Towers Watson, most recently as the Head of Global Bond Research, and as an Investment Analyst and Credit Analyst at the Commonwealth Bank of Australia. Ms. Salale earned her BCom in Business Economics and Finance from the University of New South Wales in Sydney, Australia. Ms. Salale is a CFA ESG Investing Certificate holder. Ms. Salale works out of GMO's London office.

Regan has been a leading personality in Greater China wealth management for the past 20 years, and is a trusted confidant and investment advisor for some renowned dynasties. At Hywin, Regan leads a team dedicated to serving Hywin clients’ full range of private banking needs (on EAM basis), including private banking accounts, portfolio management, premium financing, commercial and residential real estate financing, jet & yacht financing as well as small-scale cross boarder M&As. Prior to Hywin. Regan held senior roles including Chief Executive of Glory sun Wealth Management (1282.HK), Associate Director of Haitong International Wealth Management (655.HK), etc. As recognition of his expertise, Regan won numerous wealth management awards including most recently Master Agency Award (MAA) and International Management Titanium Award (IMA) from GAMA International. Regan holds a Bachelor of Financial Services degree from the University of Bradford; he was among the very few Chinese to be bestowed the “Bank of Scotland Award’, a distinction applauded by the Chinese diaspora in UK. Before returning to Hong Kong, Regan Served as Certified Management Accountant in Leeds and Manchester; — and was known for his professional excellence.

Harmen Overdijk is Chief Investment Officer of Leo Wealth, a Hong Kong based asset management firm focused on fee-based asset management. Leo Wealth was created from the strategic merger of two existing independent asset managers, where the partners have decades of Asian and International wealth management experience. The firm’s philosophy is based on Evidence Based Investing. A disciplined approach that gains its insights about the markets and returns from academic research, structures portfolios along the dimensions of expected returns and adds value by integrating research, portfolio structure, and implementation. This investment approach makes extensive use of low cost investment instruments. Harmen is an expert portfolio manager with 20 years of investment management experience. Prior to Leo Wealth he held senior management and CIO roles for several successful asset management practices at EFG Asset Management, Fortis Bank and MeesPierson. He is a Chartered Financial Analyst (CFA) holder and has an MSc in economics from Tilburg University, The Netherlands.

Gareth Nicholson joined Nomura in July 2021 as Chief Investment Officer and Head of Discretionary Portfolio Management for International Wealth Management. He is based in Singapore. Gareth works closely with Nomura’s Global Markets and Investment Banking businesses to expand the firm’s product offerings and spearhead a streamlined, solutions-driven coverage effort for high-net-worth clients, external asset managers and family offices. With a strong institutional investment background, he creates and manages DPM strategies for fixed income, equity and multi-asset portfolios, while providing risk management support. Gareth has over 16 years of experience in financial markets. Prior to Nomura, he was Head of Fixed Income DPM at Bank of Singapore, where he was also a member of its investment committee. Before that, he was with Aberdeen Standard Investments for almost 10 years as a fixed income trader and an Asian credit portfolio manager. He began working in finance in 2004 as a derivatives specialist with Deutsche Asset Management after an early career as a mathematics teacher. Gareth holds a BSc in Financial Mathematics from the University of Johannesburg. He was born and raised in East London, South Africa.

Ritesh is the Head of Investment Advisory at Syfe and has over 15 years of experience in the financial markets. Before Syfe, Ritesh was a Private Wealth Advisor at Goldman Sachs covering ultra-high net worth individuals, family offices, and corporates across the region. Ritesh started his career at Morgan Stanley, where he rose to become Vice President, Market Risk and developed portfolio risk & margin policies for key institutional and prime brokerage hedge fund clients. Ritesh holds an MBA from the prestigious University of Chicago Booth School of Business.

Regan has been a leading personality in Greater China wealth management for the past 20 years, and is a trusted confidant and investment advisor for some renowned dynasties. At Hywin, Regan leads a team dedicated to serving Hywin clients’ full range of private banking needs (on EAM basis), including private banking accounts, portfolio management, premium financing, commercial and residential real estate financing, jet & yacht financing as well as small-scale cross boarder M&As. Prior to Hywin. Regan held senior roles including Chief Executive of Glory sun Wealth Management (1282.HK), Associate Director of Haitong International Wealth Management (655.HK), etc. As recognition of his expertise, Regan won numerous wealth management awards including most recently Master Agency Award (MAA) and International Management Titanium Award (IMA) from GAMA International. Regan holds a Bachelor of Financial Services degree from the University of Bradford; he was among the very few Chinese to be bestowed the “Bank of Scotland Award’, a distinction applauded by the Chinese diaspora in UK. Before returning to Hong Kong, Regan Served as Certified Management Accountant in Leeds and Manchester; — and was known for his professional excellence.

Harmen Overdijk is Chief Investment Officer of Leo Wealth, a Hong Kong based asset management firm focused on fee-based asset management. Leo Wealth was created from the strategic merger of two existing independent asset managers, where the partners have decades of Asian and International wealth management experience. The firm’s philosophy is based on Evidence Based Investing. A disciplined approach that gains its insights about the markets and returns from academic research, structures portfolios along the dimensions of expected returns and adds value by integrating research, portfolio structure, and implementation. This investment approach makes extensive use of low cost investment instruments. Harmen is an expert portfolio manager with 20 years of investment management experience. Prior to Leo Wealth he held senior management and CIO roles for several successful asset management practices at EFG Asset Management, Fortis Bank and MeesPierson. He is a Chartered Financial Analyst (CFA) holder and has an MSc in economics from Tilburg University, The Netherlands.

Gareth Nicholson joined Nomura in July 2021 as Chief Investment Officer and Head of Discretionary Portfolio Management for International Wealth Management. He is based in Singapore. Gareth works closely with Nomura’s Global Markets and Investment Banking businesses to expand the firm’s product offerings and spearhead a streamlined, solutions-driven coverage effort for high-net-worth clients, external asset managers and family offices. With a strong institutional investment background, he creates and manages DPM strategies for fixed income, equity and multi-asset portfolios, while providing risk management support. Gareth has over 16 years of experience in financial markets. Prior to Nomura, he was Head of Fixed Income DPM at Bank of Singapore, where he was also a member of its investment committee. Before that, he was with Aberdeen Standard Investments for almost 10 years as a fixed income trader and an Asian credit portfolio manager. He began working in finance in 2004 as a derivatives specialist with Deutsche Asset Management after an early career as a mathematics teacher. Gareth holds a BSc in Financial Mathematics from the University of Johannesburg. He was born and raised in East London, South Africa.

Ritesh is the Head of Investment Advisory at Syfe and has over 15 years of experience in the financial markets. Before Syfe, Ritesh was a Private Wealth Advisor at Goldman Sachs covering ultra-high net worth individuals, family offices, and corporates across the region. Ritesh started his career at Morgan Stanley, where he rose to become Vice President, Market Risk and developed portfolio risk & margin policies for key institutional and prime brokerage hedge fund clients. Ritesh holds an MBA from the prestigious University of Chicago Booth School of Business.

At CSOP Asset Management, Mitchell is an ETF strategist providing ETF investment solutions to Private Banks and Family Offices in Hong Kong. Mitchell is also part of a team responsible for developing sales strategy and strategic partnerships with intermediaries in Hong Kong. Prior to joining CSOP Asset Management, he worked at various Private Banks, such as J. Safra Sarasin, Julius Baer and Edmond De Rothschild, advising External Asset Managers and Family Offices.

Ms. Salale is a portfolio strategist on GMO’s Focused Equity team. Previously at GMO, she was engaged in client relationship management. Prior to joining GMO in 2016, she worked for Towers Watson, most recently as the Head of Global Bond Research, and as an Investment Analyst and Credit Analyst at the Commonwealth Bank of Australia. Ms. Salale earned her BCom in Business Economics and Finance from the University of New South Wales in Sydney, Australia. Ms. Salale is a CFA ESG Investing Certificate holder. Ms. Salale works out of GMO's London office.

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.