Taiwan Wealth Management Forum 2016

Pradeep Pant has over 25 years of work experience in senior positions in Consumer banking & FMCG businesses. Prior to joining ANZ Taiwan, he was with Citibank and has worked in several Asia Pacific countries including India, Taiwan, Singapore, and Thailand. Pradeep is passionate about technology, especially use of digital technology in transformation of wealth management. He has led several WM initiatives founded on use of technology to transform business models.

ANZ Taiwan is a leader in use of digital technology in Wealth Management & Consumer banking. ANZ Taiwan has won the prestigious Global Finance magazine's award for best Digital Bank in Taiwan for 4 years consecutively (2012-15) & several recognitions for wealth management. More recently, ANZ Taiwan received the Excellence Magazine Award for the Best International WM Bank in Taiwan.

Pradeep often blogs his reviews on customer focus, technology-driven innovations and future business models.

On personal level he is interested in sports, travel and is voracious reader especially in science & technology.

Olivier graduated from Business School of Applied Commercial Sciences (E.S.L.S.C.A.), Paris and holds a Master Degree (Options in International Business). His working experience with the BNP Paribas Group includes: 1989 to 1991: BNP Beijing – Representative Office Officer; 1991 to 1996: BNP Paris – International Division and Internal Audit; 1997 to 2004: BNP Paribas Hong Kong – Head of Credit, Senior Banker, Managing Director; 2004 to 2007: BNP Paribas China – General Manager Beijing Branch and Head of Corporate Group China; and 2007 to present: BNP Paribas Taiwan – Country Manager. In addition, from 2011, he has been Vice Chairman of the European Chamber of Commerce Taiwan.

Albert graduated from Law Department, National Taiwan University, and University of Illinois at Urbana-Champaign with Master of Comparative Law degree.  He started his career as Management Associate in Citibank, N.A. Taipei Branch, then joined Merrill Lynch Taiwan Branch in 1990.  In 2002, Albert was relocated to Hong Kong as Regional Head of Private Client Group, Merrill Lynch; in 2007, he was relocated back to Taipei as Country CEO and Chairman of Merrill Lynch Securities (Taiwan).  After leaving Merrill Lynch in 2009, Albert served as Senior Advisor to Wealth Management Department of Nomura International and Threadneedle Asset Management in Hong Kong. He joined CTBC Bank in November 2013.  

Mr. John Huang is the Chief Executive Officer of Private Banking at Cathay United Bank. He and his team is responsible for formulating and executing strategies and business development to meet the needs of high net worth clients. Prior to joining Cathay, Mr. Huang has led Credit Suisse Taipei Branch to establish an onshore private banking business. Before joining Credit Suisse, he had held senior positions at UBS Hong Kong and Taipei, Visa International, McKinsey & Co., Morgan Stanley, and Salomon Brothers in various analytical, consulting, business management and business development roles. Mr. Huang was born in Taiwan, educated in the US and receiving his bachelor of science degree and MBA from Columbia University. He is married and with three children and currently resides in Taiwan.

Andrew currently serves as COO of EFGAM in Asia and is also the CEO of EFG Asset Management (HK) Ltd. Andrew joined EFGAM in 2012 and is functionally responsible in Asia for the middle office to back office operations. Prior to joining EFGAM, Andrew was the Head of Institutional Sales and Marketing at Legg Mason Asset Management Hong Kong from 2008 to 2011, where he was in charge of sales and marketing to institutional clients in the region. Andrew previously worked in ABN Amro Asset Management and held various positions in Asian Institutional Business and Business Development at JF Asset Management from 2000 - 2008. He received a Master degree in Engineering from the Chinese University of Hong Kong and a Master degree of Business Administration from the Hong Kong University of Science and Technology. He is a Chartered Financial Analyst (CFA).

Lee, Shyh-jih is a Business Solutions Manager In ERI Banking Software Pte Ltd where he is responsible for Pre-sales activities of OLYMPIC Banking System in Asia region. Shyh-jih has been working in banking technology industry for more than 20 years, implementing and managing solutions supporting financial institutions ranging from retail banks, investment banks, merchant banks to business process outsourcing firm. His curiosity has lured him to work on wide range of solutions supporting various aspects of banking operations. Current role with ERI provides him with opportunities to discuss challenges faced by banks in extracting business benefits from technology solutions.

Twenty years of experience in two foreign banks and 15 years in several local major bank has built up a strong expertise for financial consultancy.

Jeson’s banking career started in Bank of America’s IT operation function for eight years and secondly in ABN AMRO from spot trading to treasury marketing and financial markets derivatives for 12 years. Then he took a dared move to accept a job offer in a local bank to upgrade and to diversify the bank’s profit with value-added financial products from then mainly traditional loan. The knowledge he learned from foreign banks have successfully developed a strong straight-through processing treasury pilot platform for local banks in financial markets. The masterpieces such as in TaipeiFubon Bank, ING Taipei, First Commercial Bank, YuanTa Commercial Bank and Entie Commercial. In addition to treasury, Jeson also enhanced his exposure with roles as head of corporate banking and bank director at YuanTa Commercial Bank, and promoted wealth management financial products as a product provider in Entie Commercial Bank.

Jennifer Lai heads the growing team in Henley & Partners Hong Kong Ltd. Jennifer now oversees the major markets of Hong Kong office (including China, Taiwan, Japan, South Korea, Nepal and Mongolia) and leads the office’s business strategy of extending the firm’s portfolio of Residence and Citizenship Solutions to the ever-increasing number of private clients in the region. Joined Henley & Partners in 2010 when the company established the first Asian Pacific office in the region. She is a renowned expert on International residence and citizenship planning and a private client advisor. She frequently provides trainings to professionals in the financial institutions as well as the consultants in the industry; and she also speaks at seminars, summits, forums, conference related to the residence and citizenship industry. Jennifer has over 15 years of substantial experiences on Chinese market. Fluent in several languages spanning Europe and Asia that provide her unique insights and experiences to her private clients. Prior to joining the firm, she worked for a European risk consultancy firm catering to expanding global companies, where she acquired extensive experience in international risk and mitigation for expanding global companies.

Tuck Meng Yee has over 20 years’ experience in the financial markets in Asia and Australia in derivatives, and in funds portfolio management, development, research and marketing with global investment banks (JPMorgan, UBS) and private banks (ABN Amro and Citibank) as well as funds services (Moore Management) and family office (JRT Partners) giving him a keen sense of what investments suit which types of investors, and the support they typically need. Most recently he was Investment Solutions Head for Allfunds in Asia (a leading funds platform) before returning to the family office JRT Partners. Tuck speaks English and Mandarin, and holds degrees in Accounting, Computer Science, and Finance (Masters) from the Australian National University and the University of New South Wales. JRT Partners is a Singapore based Family Office that invests across multiple asset classes including real estate, Alternatives (PE, HF) and mutual funds. On occasion, the family office works with other family offices in investing, as well as advising them on family office setup, management and administration, as well as investment due diligence services. He can be reached via [email protected]

With a background in many different aspects of wealth management, Steven Seow was appointed Mercer's head of wealth management in Asia in October 2013. Although based in Singapore, he travels extensively to work with the firm's financial institution client base across Asia. Prior to joining Mercer, Steven was director of banking and wealth management at Ernst & Young Advisory in Singapore for just over five years, offering private and retail banks in Asia business advisory services in investment suitability, product development and business operations controls. His has also worked in Citi Private Bank, IBM Business Consulting, PricewaterhouseCoopers Consulting and Odyssey Financial Technologies.

Hui-chin Chen is Co-owner and Financial Planner of Pavlov Financial Planning based in Virginia, USA. She works virtually with globally mobile Gen X and Gen Y couples, helping them live the life they want to live through building an effective financial partnership. Her firm is recognized as one of the pioneers of using a monthly retainer fee structure to serve young professionals without accrued assets in a continuous fashion. She blogs about personal finance topics at Money Matters for Globetrotters, drawing from her experience as a financial planner and working locally in five countries in the past ten years.

Peter acts for private clients in a wide range of areas, including international business development and structuring, and tax and estate planning. He has been practicing in Monaco since 1988 and now shares his time between Monaco and Asia. Peter is managing director of the Rosemont International group, which provides an all-round multi-disciplinary service to individuals and their families, and assists in structuring and administering a client's financial world covering the important areas of interest to clients including:

• Tax, estate and business planning
• Onshore and offshore corporate and fiduciary activities

Peter is a Fellow of the Institute of Chartered Accountants of England & Wales and has been a member of STEP since 1998. He is a member of the Institute of Directors, the ITPA (International Tax Planning Association), AMCO (Association Monégasque des Compliance Officers), and Secretary of the Monaco Association of Trust and Company Service Providers - AMPA (Association Monégasque des Professionnels en Administration de Structures Etrangères).

Jeff Chang, the chairman of Cathay Securities Investment Trust as well as the chairman of Securities Investment Trust & Consulting Association of the R.O.C. , is extremely experienced in various aspects such as investment research, discretionary investment service and fund management. Furthermore, he performs extraordinary well on his post. Prior to his arrival at Cathay, he had positioned as AVP and Head of Investment & Research Department in Capital SITE and as VP and CIO of ING SITE. Due to his in-depth knowledge on investment research and investment experiences, Jeff has unique views and a great vision on the investment trend. 

After ten years of leading Cathay Securities Investment Trust, Jeff has successfully raised the total portfolio size under management of Cathay from NT$65 billion to NT$450 billion and made a substantial progress in peer ranking of total fund size under management from 22nd to 1st. Jeff expects Cathay Securities Investment Trust will actively carry out the development of new financial products, offshore funds, expanding the capital management size.
 
He holds a degree in Industrial Engineering, Tunghai University and a MBA from Industrial Management, National Chen Kung University.

Francine Wu is presently Chief Executive Officer of Schroders Securities Investment Trust Enterprise Taiwan (SITE) with over 20 years experience in the investment related field. She joined Schroders group in 1995 and was appointed as General Manager & Deputy General Manager of Schroders Security Investment Consultant Enterprise (SICE) Taiwan.

In addition to her executive role at Schroders, Francine is also member of the following associations:

• Director of Securities Investment Trust & Consulting Association of the R.O.C. (SITCA)
• Director of European Chamber of Commerce Taiwan (ECCT)
• Co-Chair of Asset Management Committee, ECCT
• Director of Pension Fund Association, ROC. (PFA)
• Co-Chair of Financial Service Committee, British Chamber of Commerce in Taipei (BCCT)

Past Experience:

• Vice Chairman of Pension Fund Association (2011 – 2014)
• Head of Planning & Research of Dresdner SICE
• Research Analyst of W.I. Carr SICE Education:
• Master of Business Administration, Azusa Pacific University, USA
• Bachelor Degree of International Trade, Tunghai University, Taiwan

Frank is the Director of Sales and Business Development at State Street Global Exchange (SSGX) Software Solutions in APAC, based in Singapore.  He is responsible for driving the Global Exchange software business sales and revenue in the region.

Frank joined State Street’s APAC team in 2008 after relocated from State Street London office, he has over 15 years of experience in the financial technology sector. Before joining SSGX, Frank was the head of the global pre-sales and consulting practice of a data management and risk solution vendor located in Europe. Frank started his career in Silicon Valley, California and was the founder of two companies including a non-profit and a company focusing on providing investment data and compliance solutions to the private banking industry.

Frank is a Canadian citizen, and holds a DCS in Computer Sciences as well as a BSc. Software Engineering jointly from ETS University in Canada and the University of Reykjavik in Iceland, as well as an MBA from Webster University, USA as part of its international program extended to its China and Thailand locations. He is a native English speaker, proficient in French and German, and conversant in basic Thai.

To lead the growth and development of our country business in Taiwan, in this role, Sean will lead overall business development in Taiwan and work closely with the country sales, CS, and marketing team to ensure an aligned approach that leverage best practices WW. Sean is a seasoned business driver with integrity and more than 17 years working experience on wide spectrum of finance, marketing, sales, services up to overall general management functions. Diverse experiences across various industries include finance, telecomm, IT and Medical Services with entrepreneurial spirit. Sean joins THOMSON REUTERS from International Data Corporation (IDC) where he was the General Manager for IDC Taiwan and Hong Kong, also be assigned as executive director of IDC Greater China for financial industry and FinTech. In this role, Sean conducted numerous research and consulting projects. He and team not only provide professional, in-depth market analysis, but also high-value consulting strategy to IDC clients and grew 70% revenue by two and half years. Sean has given presentations at major events in ICT industry. In each presentation, he shares his views and insights on the corresponding focus areas and be recognized as thought leader in market. Sean has over 11 years experience in IT industry. He has worked at Hewlett-Packard Taiwan as Sales Director and over-achieved his targets 3 years in succession and was recognized as one of the top performer across the AP region. Before that, he worked as service business manager for Cisco Taiwan and north Asia for 3 years; he also worked as account manager in EMC for 4 years. Sean started his career as programming trader, hedge fund manager and industry analysis in Polaris securities group in 1996 to 2001. Sean graduated from National Chiao Tung University, major in Computer Science and obtained MBA with major of Management Information System / Financial Engineering from the same school.

Anny joined UBS in 2008, responsible for providing wealth planning advisory services, and related product development, such as trusts.

Prior to joining UBS, Anny worked for 12 years at Deloitte, one of Taiwan's four major accounting firms. Her experiences include multinational investment planning, family wealth heritage consulting services, and related laws advisory services.
 
Anny has a bachelor degree in Economics from National Taiwan University.

Dennis Ko is the Head of Investment Products and Services at UBS Wealth Management, Taiwan. He joined UBS in June 2011 and is currently focused on bringing UBS' world leading wealth management & private banking products and services to clients and the financial services industry in Taiwan. Prior to UBS, he worked at Citigroup Corporate Investment Bank for 18 years. He was the Head of Trading and the Head of Exotic & Cross Market  Trading/Structuring at Citibank’s Taipei branch.  Between 2010 and April 2011, he was delegated to work as the senior consultant for China Guangfa Bank. He is an active committee member of Amcham/ECCT's Banking Committee, Taiwan Banking Association's Risk Committee, as well as Taipei Forex Development Foundation's working committee. He graduated from National Taiwan University with a degree in civil engineering. He also has a MBA degree from Purdue University, Indiana, USA.

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.

Albert graduated from Law Department, National Taiwan University, and University of Illinois at Urbana-Champaign with Master of Comparative Law degree.  He started his career as Management Associate in Citibank, N.A. Taipei Branch, then joined Merrill Lynch Taiwan Branch in 1990.  In 2002, Albert was relocated to Hong Kong as Regional Head of Private Client Group, Merrill Lynch; in 2007, he was relocated back to Taipei as Country CEO and Chairman of Merrill Lynch Securities (Taiwan).  After leaving Merrill Lynch in 2009, Albert served as Senior Advisor to Wealth Management Department of Nomura International and Threadneedle Asset Management in Hong Kong. He joined CTBC Bank in November 2013.  

Olivier graduated from Business School of Applied Commercial Sciences (E.S.L.S.C.A.), Paris and holds a Master Degree (Options in International Business). His working experience with the BNP Paribas Group includes: 1989 to 1991: BNP Beijing – Representative Office Officer; 1991 to 1996: BNP Paris – International Division and Internal Audit; 1997 to 2004: BNP Paribas Hong Kong – Head of Credit, Senior Banker, Managing Director; 2004 to 2007: BNP Paribas China – General Manager Beijing Branch and Head of Corporate Group China; and 2007 to present: BNP Paribas Taiwan – Country Manager. In addition, from 2011, he has been Vice Chairman of the European Chamber of Commerce Taiwan.

Dennis Ko is the Head of Investment Products and Services at UBS Wealth Management, Taiwan. He joined UBS in June 2011 and is currently focused on bringing UBS' world leading wealth management & private banking products and services to clients and the financial services industry in Taiwan. Prior to UBS, he worked at Citigroup Corporate Investment Bank for 18 years. He was the Head of Trading and the Head of Exotic & Cross Market  Trading/Structuring at Citibank’s Taipei branch.  Between 2010 and April 2011, he was delegated to work as the senior consultant for China Guangfa Bank. He is an active committee member of Amcham/ECCT's Banking Committee, Taiwan Banking Association's Risk Committee, as well as Taipei Forex Development Foundation's working committee. He graduated from National Taiwan University with a degree in civil engineering. He also has a MBA degree from Purdue University, Indiana, USA.

Jeff Chang, the chairman of Cathay Securities Investment Trust as well as the chairman of Securities Investment Trust & Consulting Association of the R.O.C. , is extremely experienced in various aspects such as investment research, discretionary investment service and fund management. Furthermore, he performs extraordinary well on his post. Prior to his arrival at Cathay, he had positioned as AVP and Head of Investment & Research Department in Capital SITE and as VP and CIO of ING SITE. Due to his in-depth knowledge on investment research and investment experiences, Jeff has unique views and a great vision on the investment trend. 

After ten years of leading Cathay Securities Investment Trust, Jeff has successfully raised the total portfolio size under management of Cathay from NT$65 billion to NT$450 billion and made a substantial progress in peer ranking of total fund size under management from 22nd to 1st. Jeff expects Cathay Securities Investment Trust will actively carry out the development of new financial products, offshore funds, expanding the capital management size.
 
He holds a degree in Industrial Engineering, Tunghai University and a MBA from Industrial Management, National Chen Kung University.

Tuck Meng Yee has over 20 years’ experience in the financial markets in Asia and Australia in derivatives, and in funds portfolio management, development, research and marketing with global investment banks (JPMorgan, UBS) and private banks (ABN Amro and Citibank) as well as funds services (Moore Management) and family office (JRT Partners) giving him a keen sense of what investments suit which types of investors, and the support they typically need. Most recently he was Investment Solutions Head for Allfunds in Asia (a leading funds platform) before returning to the family office JRT Partners. Tuck speaks English and Mandarin, and holds degrees in Accounting, Computer Science, and Finance (Masters) from the Australian National University and the University of New South Wales. JRT Partners is a Singapore based Family Office that invests across multiple asset classes including real estate, Alternatives (PE, HF) and mutual funds. On occasion, the family office works with other family offices in investing, as well as advising them on family office setup, management and administration, as well as investment due diligence services. He can be reached via [email protected]

Anny joined UBS in 2008, responsible for providing wealth planning advisory services, and related product development, such as trusts.

Prior to joining UBS, Anny worked for 12 years at Deloitte, one of Taiwan's four major accounting firms. Her experiences include multinational investment planning, family wealth heritage consulting services, and related laws advisory services.
 
Anny has a bachelor degree in Economics from National Taiwan University.

Hui-chin Chen is Co-owner and Financial Planner of Pavlov Financial Planning based in Virginia, USA. She works virtually with globally mobile Gen X and Gen Y couples, helping them live the life they want to live through building an effective financial partnership. Her firm is recognized as one of the pioneers of using a monthly retainer fee structure to serve young professionals without accrued assets in a continuous fashion. She blogs about personal finance topics at Money Matters for Globetrotters, drawing from her experience as a financial planner and working locally in five countries in the past ten years.

Peter acts for private clients in a wide range of areas, including international business development and structuring, and tax and estate planning. He has been practicing in Monaco since 1988 and now shares his time between Monaco and Asia. Peter is managing director of the Rosemont International group, which provides an all-round multi-disciplinary service to individuals and their families, and assists in structuring and administering a client's financial world covering the important areas of interest to clients including:

• Tax, estate and business planning
• Onshore and offshore corporate and fiduciary activities

Peter is a Fellow of the Institute of Chartered Accountants of England & Wales and has been a member of STEP since 1998. He is a member of the Institute of Directors, the ITPA (International Tax Planning Association), AMCO (Association Monégasque des Compliance Officers), and Secretary of the Monaco Association of Trust and Company Service Providers - AMPA (Association Monégasque des Professionnels en Administration de Structures Etrangères).

Michael is a prominent figure in the financial services industry in Asia. He is the founder and CEO of Hubbis, a renowned provider of intelligence and connectivity for the Asian wealth management industry. With a depth of experience and expertise, he has played a pivotal role in shaping the industry for over 30 years, becoming a leading industry presence in the events, professional development, and publishing space in the region. Hubbis is a multi-generational family-owned and managed business.

He has been actively involved in the Asia-Pacific region since 1993. And has lived in Asia since 1995, holding positions in Hong Kong, Sydney, and Singapore. 

For over 14-years, Hubbis has established itself as the gold standard media and events brand in wealth management thought leadership in Asia. Each year providing a very large body of cutting-edge editorial and sponsored content, organizing top-flight events. During that time Hubbis has become the platform of choice for many high-profile C-suite leaders to communicate their vision of the Asian wealth management.

Before his involvement with Hubbis, Michael founded Pacific Prospect in 2002, a financial services media company. Under his leadership, the company achieved significant success and was subsequently acquired by global business-to-business publisher Incisive Media in 2006. Michael continued to serve as the CEO of Pacific Prospect until October 2008. Prior to his entrepreneurial ventures, Michael garnered 5 years of experience in financial markets publishing.

His career in this field began in 1993 when he joined Euromoney Publications as the publisher of the quarterly magazine, International Bond Investor. In 1995, Michael joined Thomson Financial Services (now owned by LSEG) and spearheaded the conception and launch of Finance Asia magazine. During his tenure as Managing Director of Finance Asia, he also initiated the Asian Debt Review, Asian Private Capital Magazine, and the Finance Asia Conference Business. In 1997, he founded FIA Limited, further expanding his contributions to the financial publishing industry.

Born in North Wales, Michael served as the head boy of St David's College Llandudno. He holds a degree in Business Administration from Cardiff University. Beyond his professional endeavours, Michael is a family-oriented individual and is happily married with three children: Reanna, Garett, and Tarryn.

Michael is a prominent figure in the financial services industry in Asia. He is the founder and CEO of Hubbis, a renowned provider of intelligence and connectivity for the Asian wealth management industry. With a depth of experience and expertise, he has played a pivotal role in shaping the industry for over 30 years, becoming a leading industry presence in the events, professional development, and publishing space in the region. Hubbis is a multi-generational family-owned and managed business.

He has been actively involved in the Asia-Pacific region since 1993. And has lived in Asia since 1995, holding positions in Hong Kong, Sydney, and Singapore. 

For over 14-years, Hubbis has established itself as the gold standard media and events brand in wealth management thought leadership in Asia. Each year providing a very large body of cutting-edge editorial and sponsored content, organizing top-flight events. During that time Hubbis has become the platform of choice for many high-profile C-suite leaders to communicate their vision of the Asian wealth management.

Before his involvement with Hubbis, Michael founded Pacific Prospect in 2002, a financial services media company. Under his leadership, the company achieved significant success and was subsequently acquired by global business-to-business publisher Incisive Media in 2006. Michael continued to serve as the CEO of Pacific Prospect until October 2008. Prior to his entrepreneurial ventures, Michael garnered 5 years of experience in financial markets publishing.

His career in this field began in 1993 when he joined Euromoney Publications as the publisher of the quarterly magazine, International Bond Investor. In 1995, Michael joined Thomson Financial Services (now owned by LSEG) and spearheaded the conception and launch of Finance Asia magazine. During his tenure as Managing Director of Finance Asia, he also initiated the Asian Debt Review, Asian Private Capital Magazine, and the Finance Asia Conference Business. In 1997, he founded FIA Limited, further expanding his contributions to the financial publishing industry.

Born in North Wales, Michael served as the head boy of St David's College Llandudno. He holds a degree in Business Administration from Cardiff University. Beyond his professional endeavours, Michael is a family-oriented individual and is happily married with three children: Reanna, Garett, and Tarryn.

Michael is a prominent figure in the financial services industry in Asia. He is the founder and CEO of Hubbis, a renowned provider of intelligence and connectivity for the Asian wealth management industry. With a depth of experience and expertise, he has played a pivotal role in shaping the industry for over 30 years, becoming a leading industry presence in the events, professional development, and publishing space in the region. Hubbis is a multi-generational family-owned and managed business.

He has been actively involved in the Asia-Pacific region since 1993. And has lived in Asia since 1995, holding positions in Hong Kong, Sydney, and Singapore. 

For over 14-years, Hubbis has established itself as the gold standard media and events brand in wealth management thought leadership in Asia. Each year providing a very large body of cutting-edge editorial and sponsored content, organizing top-flight events. During that time Hubbis has become the platform of choice for many high-profile C-suite leaders to communicate their vision of the Asian wealth management.

Before his involvement with Hubbis, Michael founded Pacific Prospect in 2002, a financial services media company. Under his leadership, the company achieved significant success and was subsequently acquired by global business-to-business publisher Incisive Media in 2006. Michael continued to serve as the CEO of Pacific Prospect until October 2008. Prior to his entrepreneurial ventures, Michael garnered 5 years of experience in financial markets publishing.

His career in this field began in 1993 when he joined Euromoney Publications as the publisher of the quarterly magazine, International Bond Investor. In 1995, Michael joined Thomson Financial Services (now owned by LSEG) and spearheaded the conception and launch of Finance Asia magazine. During his tenure as Managing Director of Finance Asia, he also initiated the Asian Debt Review, Asian Private Capital Magazine, and the Finance Asia Conference Business. In 1997, he founded FIA Limited, further expanding his contributions to the financial publishing industry.

Born in North Wales, Michael served as the head boy of St David's College Llandudno. He holds a degree in Business Administration from Cardiff University. Beyond his professional endeavours, Michael is a family-oriented individual and is happily married with three children: Reanna, Garett, and Tarryn.

Michael is a prominent figure in the financial services industry in Asia. He is the founder and CEO of Hubbis, a renowned provider of intelligence and connectivity for the Asian wealth management industry. With a depth of experience and expertise, he has played a pivotal role in shaping the industry for over 30 years, becoming a leading industry presence in the events, professional development, and publishing space in the region. Hubbis is a multi-generational family-owned and managed business.

He has been actively involved in the Asia-Pacific region since 1993. And has lived in Asia since 1995, holding positions in Hong Kong, Sydney, and Singapore. 

For over 14-years, Hubbis has established itself as the gold standard media and events brand in wealth management thought leadership in Asia. Each year providing a very large body of cutting-edge editorial and sponsored content, organizing top-flight events. During that time Hubbis has become the platform of choice for many high-profile C-suite leaders to communicate their vision of the Asian wealth management.

Before his involvement with Hubbis, Michael founded Pacific Prospect in 2002, a financial services media company. Under his leadership, the company achieved significant success and was subsequently acquired by global business-to-business publisher Incisive Media in 2006. Michael continued to serve as the CEO of Pacific Prospect until October 2008. Prior to his entrepreneurial ventures, Michael garnered 5 years of experience in financial markets publishing.

His career in this field began in 1993 when he joined Euromoney Publications as the publisher of the quarterly magazine, International Bond Investor. In 1995, Michael joined Thomson Financial Services (now owned by LSEG) and spearheaded the conception and launch of Finance Asia magazine. During his tenure as Managing Director of Finance Asia, he also initiated the Asian Debt Review, Asian Private Capital Magazine, and the Finance Asia Conference Business. In 1997, he founded FIA Limited, further expanding his contributions to the financial publishing industry.

Born in North Wales, Michael served as the head boy of St David's College Llandudno. He holds a degree in Business Administration from Cardiff University. Beyond his professional endeavours, Michael is a family-oriented individual and is happily married with three children: Reanna, Garett, and Tarryn.

Michael is a prominent figure in the financial services industry in Asia. He is the founder and CEO of Hubbis, a renowned provider of intelligence and connectivity for the Asian wealth management industry. With a depth of experience and expertise, he has played a pivotal role in shaping the industry for over 30 years, becoming a leading industry presence in the events, professional development, and publishing space in the region. Hubbis is a multi-generational family-owned and managed business.

He has been actively involved in the Asia-Pacific region since 1993. And has lived in Asia since 1995, holding positions in Hong Kong, Sydney, and Singapore. 

For over 14-years, Hubbis has established itself as the gold standard media and events brand in wealth management thought leadership in Asia. Each year providing a very large body of cutting-edge editorial and sponsored content, organizing top-flight events. During that time Hubbis has become the platform of choice for many high-profile C-suite leaders to communicate their vision of the Asian wealth management.

Before his involvement with Hubbis, Michael founded Pacific Prospect in 2002, a financial services media company. Under his leadership, the company achieved significant success and was subsequently acquired by global business-to-business publisher Incisive Media in 2006. Michael continued to serve as the CEO of Pacific Prospect until October 2008. Prior to his entrepreneurial ventures, Michael garnered 5 years of experience in financial markets publishing.

His career in this field began in 1993 when he joined Euromoney Publications as the publisher of the quarterly magazine, International Bond Investor. In 1995, Michael joined Thomson Financial Services (now owned by LSEG) and spearheaded the conception and launch of Finance Asia magazine. During his tenure as Managing Director of Finance Asia, he also initiated the Asian Debt Review, Asian Private Capital Magazine, and the Finance Asia Conference Business. In 1997, he founded FIA Limited, further expanding his contributions to the financial publishing industry.

Born in North Wales, Michael served as the head boy of St David's College Llandudno. He holds a degree in Business Administration from Cardiff University. Beyond his professional endeavours, Michael is a family-oriented individual and is happily married with three children: Reanna, Garett, and Tarryn.