Thailand Wealth Management Forum 2015

Richard Piliero began his professional career on Wall Street, after receiving university degrees in economics and law. In the early part of his career, in New York, London and Geneva, Richard was international counsel to Merrill Lynch and Morgan Stanley. Then in 1983, he became head of the Geneva institutional office for Merrill Lynch. In 1986, he joined TDB American Express Bank in Geneva as deputy head of private banking. In 1996, Richard moved to Singapore to be the regional head for South-east Asia at American Express Bank. Before joining Finaport last year, Richard was head of South-east Asian private banking for Coutts, and regional executive for about six years for EFG in Singapore.

Mr. Saluja joined ASK Group in December 2006 as Managing Partner to set up the Wealth Advisory and Multi-Family Office business. He has over 25 years of experience in Wealth and Capital Management business. Prior to joining ASK Wealth Advisors, Mr. Saluja worked with Standard Chartered Bank as the Business Head - Priority Banking and Deposits for the wealth management business in India. Mr. Saluja is an Honorary Chartered Wealth Manager (CWM) from American Academy of Financial Management, and holds a Bachelor's degree in Maths and Economics along with a Master's in Marketing Management from the University of Mumbai.

Cholathee Pornrojnangkool is currently the Senior Vice President, Micro Segment Management under consumer banking at Bangkok Bank where he runs wealth management project. Prior to working at Bangkok Bank, Cholathee was appointed to various positions over 10 years at Standard Chartered Bank (Thai) as Head of Priority Segment, Head of Wealth Management, and Head of Investment and Advisory. At Standard Chartered Bank (Thai), he considered to be the founder of Wealth Management business where he set up various division for the business and responsible for end to end from managing investment products, derivatives, insurance, investment advisory, process and governance, system & infrastructure as well as foreign exchange for individual and small business clients.   

Prior to Standard Chartered Bank and sometime between, he was First Senior Vice President at Siam Commercial Bank where he ran Wealth Management project and over 10 years’ experience of fund management as Fund Manager at SCB Asset Management and SCB Securities. He was also the fund manager of Thai Capital Fund registered at Osaka Stock Exchange and New York Stock Exchange till end of 2004 as well as developed the first index fund in Thailand, SCBSET index fund.

Cholathee, a Certified Financial Planner (CPF), obtained a Master of Business Administration in Finance from West Coast University, USA in 1994 and BBA in Accounting from Assumption University in 1992.

<p>Adisorn was appointed to Senior Executive Vice President, Head of Retail Banking Group at CIMB Bank Thai Public Company Limited since year 2012. in charge of Consumer Sales and Distribution Division, taking care of the bank&#39;s branches which are 146 branches nationwide currently and all the sales and distribution channel of the bank</p> <p>Adisorn, 49 years old, graduated with Bachelor&#39;s Degree in Mechanical Engineering from Chulalongkorn University and Master of Management from Sasin Graduate Institute of Business Administration of Chulalongkorn University.</p> <p>Before his appointment as Senior Executive Vice President at CIMB Thai Bank, Adisorn was Executive Director, Country Head of Channels UOB Bank PCL., Executive Vice President, Saving &amp; Investment Products Siam Commercial Bank PCL. and President of SCB Asset Management Co.,Ltd.</p>

Dusanee Klewpatinontha serves as Executive Vice President of Wealth Products and Consulting at CIMB Thai Bank Public Company Limited and served as its Executive Vice President of Retail Banking Product Division and Executive Vice President of Saving & Secured Products. Ms. Klewpatinontha served as Senior Vice President at United Overseas Bank (Thai) PCL from 2005 to 2010, Vice President at Citibank, N.A. Bangkok Branch from 2000 to 2004, Assistant Vice President at Bank of Asia PCL since 2000 and Director at GE Money Retail Bank PCL from 2004 to 2005. She has a B.B.A (Accounting) and an LL.B, both from Sukhothai Thammathirat Open University, an MBA. from Drexel University, USA and a B. Econ. from Chulalongkorn University.

Don Charnsupharindr was appointed Retail Banking Head on December, 2015, with overall responsibility for Retail Banking functions. Prior to this, he was Head of Wealth Management Products and Banking Branch Distribution. Don joined Thailand Wealth Management Products in 2012 and achieved many new business records, including hitting new highs in revenue every year and giving the previously deposit-centric portfolio a greater investment focus. In 2015 Don extended his responsibility to cover Banking Branch Distribution, where he oversaw the successful launch of the new Smart Branch. Prior to joining the Retail Banking division in Thailand, in 2010 Don was selected as one of the bank’s Asia Pacific FastTrax employee. His first assignment was to head the Premium Segment for the Credit Cards business in Thailand, where he led the launch of the Ultima Card, and the re-launch of Citibank Select and Citibank Rewards. In July 2011, he rotated to the Retail Business unit in Japan, where he focused on the smart banking model. Don joined Citi in September 2003 as a Management Associate. His first placement was in the Global Transaction Services business as a Trade Product manager. Between 2004 and 2008 he was assigned to Citicorp Securities (Thailand) as a Capital Markets originator. During that period Don was responsible for working closely with Thai issuers across domestic and cross-border bond issuances; syndicate loans; project finance; equity; and advisory. He led several key transactions, including the innovative project finance bond for Gulf Electric in 2006 that won the best Project Finance Deal award in Asia from Project Finance Magazine. In late 2008 Don transitioned to the role of coverage banker, overseeing relationships with a list of corporate clients managed by the Top Tier Local Corporate team. Don graduated from Harvard College (Cum Laude in Social Studies, Class of 2003). He was the recipient of a prestigious Thai King’s Scholarship in 1998, a distinction granted annually to the top 9 students across the country. He is a certified Chartered Financial Analyst (CFA).

Trevor Keidan arrived in Asia in 2002 seeking excitement and opportunity in a new career as an independent financial adviser. After just two years he came to the conclusion that the industry was not very client-centric in its positioning and ill-serving the expatriate community. Believing he could provide the market with something better, he found some like-minded partners and opened Infinity in 2004. Since then the firm has grown and expanded to six regional offices serving clients of over 80 nationalities, living in a similar number of countries.

Trevor continues to drive transformational change within the Asian financial services industry as evidenced by the signing of an exclusive regional agreement with the award-winning UK wealth manager Bestinvest to provide portfolio management for Infinity’s clients.

Trevor lives with his wife and son in Bangkok but travels widely throughout Asia on a weekly basis.

James Dougall, CFA, is founder and principal asset manager of Secure Wealth Management. James has over 13 years’ experience in asset management, primarily managing discretionary client portfolios. James has over 25 years’ experience advising institutional investors, hedge funds and private clients. Amongst other roles, he held the position of Executive Director with UBS AG and Director with Deutsche Bank AG. James is a CFA Charter holder, a Chartered Financial Planner and a CFP (Certified Financial Planner). He holds a Masters in Management (with distinction) from the EAP (Ecole Europeene d’Affaires), a German business degree (Diplom Kaufmann) and a French business degree (Diplome de Grande Ecole de Gestion).

As a fully-qualified lawyer with a Master’s degree in Business Law, Thomas Henze started his career as a legal counsel. In 2005, he moved to the insurance sector, joining a Liechtenstein-based insurer as the Director of Product Management. Two years later, he joined Swiss Life International, developing local partner accounts and products in Switzerland, Luxembourg and Liechtenstein. 

From 2009 onwards, Thomas was based in Singapore and was appointed CEO of the Asian subsidiary in 2012. Responsible for transforming the Singapore entity’s operations, he managed significant change in the business model and market approach.

Today, Thomas Henze is the Head of Global Private Wealth, developing private client business for Swiss Life Global Solutions. He is now based in Europe.