Thailand Wealth Management Forum 2019

Sebastien Hayoz joined Asiaciti Trust in October 2016. He has a law degree from the University of Fribourg in Switzerland and worked in a Geneva Law Firm before joining the trust and fiduciary industry. In his previous positions, Sebastien was Head of Private Clients Services in Geneva for international trust companies. Sebastien is a member of STEP.

Evrard Bordier is chief executive officer of Bordier & Cie, Singapore. He has been managing partner of Bordier & Cie Group since 2011, and president of the board of Bordier Bank (TCI) since 2000. Prior to his current role in Singapore, he served as managing director of Bordier International in London for 10 years. Evrard has been in the financial industry for more than 20 years, during which he has garnered extensive international experience holding diverse positions in Singapore, Hong Kong, Geneva, Zurich, and London. Between 1997 and 2000, he served as chief of staff for the Financial Planning and Wealth Management Business Division of UBS in Zurich, overseeing all of its asset management business units across the world. Prior to that, he was a client adviser in the private banking department of Swiss Bank Corporation in Singapore where he covered the markets of Indonesia and Taiwan. He first moved to Asia in 1994 and joined Nomura International in Hong Kong as a broker. Evrard began his professional career as a lawyer at Lenz & Staehelin in Geneva, specialising in the banking and finance practice. Evrard is a direct descendant and fifth generation of the bank’s founding family. He is a member of the Society of Trust and Estate Practitioners, the Turks and Caicos Islands Bankers Association, the Financial Industry Association, and the Swiss Financial Planner Organisation.

Mr Taiyabi has over 13 years of experience in the financial services industry on sales and business development across Asia, including Singapore, Malaysia and Thailand. Prior to joining Quantifeed, Mr Taiyabi was the Head of Business Development for eWise, a global account aggregation technology provider. Before that, he was working for Thomson Reuters, SIX Financial Information and Bloomberg.

Kelvin Lim is the Head of Business Development for IRESS Asia and is responsible for expanding the reach of IRESS’ Wealth and Trading Solutions in the region.

He has over 13 years’ of Fintech exposure in the Capital Markets Technology Industry having worked previously at Fidelity National Services and Intercontinental Exchange and advising the firm’s Tier 1 Clients.

Trawut is a serial entrepreneur and a self-taught value investor. He started his first online business since he was a graduate student and enter the stock market shortly after. With over 8 year experience in US stock market, he specializes in value investment concept and simple investment strategy lead by Warren Buffett"buy a wonderful company at a fair price". With his love and passion devoting to investing, business and technology, he founded Jitta.com and serving as a CEO to complete his mission "making investment better and easier for everyone". Trawut graduated from the University of Southern California in Engineering.

Irene Lee is Business Development Director for Hawksford, Asia and is responsible for managing and developing new business opportunities and relationships within the Asia Pacific region and beyond. An MBA Graduate, Irene was named “Professional of the Year 2016” for her contributions to the field of wealth management and financial services. With over 17 years’ experience within the financial services and asset protection industries, Irene has held various directorial and board member positions. Her extensive network of contacts, considerable knowledge and expertise, coupled with her passion for Service Excellence and a desire to help, have enabled her to build long lasting relationships as a trusted advisor to intermediaries and HNW clientele alike; through the provision of comprehensive and customised service solutions and structures that Hawksford is renowned for. 

Head of Consulting and Product Management for Comarch Capital Markets. He holds a Ph.D. degree in Economics from the Cracow University of Economics and an Executive Master of Business Administration from the Stockholm University School of Business. He has been with Comarch since 1998, and specialises in investment management, investment advisory, market efficiency and performance measurement. He helps banks design processes and improve communication with clients in the area of wealth management and financial product distribution.

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]

Benjarong is First Senior Vice President for Kasikorn Asset Management, overseeing Product Strategy and Corporate Strategy Departments within Strategic Planning Division. She joined Kasikorn Asset Management in 2009 and has accumulated over 18 years of experience working in the banking and asset management industries. Previously, she was a Chief Marketing Officer at Manulife Asset Management (Thailand) where she was responsible for product development sales and marketing. 

Prior to that, Benjarong was an Investment Product Head at Citibank, N.A. (Global Consumer Bank) and an Investment Product Specialist at Deutsche Bank, A.G. (Private Wealth Management). 

Benjarong holds an MBA from Sasin Graduate Institute of Business Administration and a BBA from Chulalongkorn University.

Yingyong Chiaravutthi is the Head of Investments at Prudential Life Assurance (Thailand) Plc, responsible for setting overall investment strategies and asset allocations with considerations of ALM, risk and capital management. He is also overseeing fund platform to serve unit-linked insurance products, and developing intensive training programs on investments for distribution and trainer teams. Yingyong joined Prudential (UK) Plc Group in 2015, as Vice President, Credit and Portfolio Management, with Eastspring Investments (Singapore) Ltd. Before that, he spent nine years at TRIS Rating Co., Ltd, Thailand's first credit rating agency, with the last position as Vice President and Rating Committee. Yingyong started his career as Financial Analyst at Thomson Reuters in New York where he worked for seven years. He graduated MBA in Finance at Hawaii Pacific University, USA, and is a CFA Charterholder.

Tony is the Head of Intermediary Sales for CSOP Asset Management based in Hong Kong. He oversee ETFs and active funds distribution & solution for Private Banks, IAM and Family Office. Tony is responsible for developing sales strategy and strategic partnership with institutions. Prior to joining CSOP, he worked for HKEx, where he was the Private Wealth coverage relationship manager. Before that, Tony was working for Citi in various roles, including Equity Specialist; Equities Sales & Trading and Product Management role.

Samdarshi Sumit is Chief Retail Officer - Generali Life Assurance (Thailand) Plc & Generali Insurance (Thailand) Plc since 2015. He is responsible for managing retail distribution channels (Bancassurance, Agency, Tele Marketing & Digital Business) and product management for life and general insurance businesses of Generali in Thailand.

His career in retail financial services spans over twenty years across Banking and Insurance. He has worked in all Retail functions – Distribution, Retail Lending, Branch Banking, Product Development, Bancassurance and Priority/ Affluent banking.

Samdarshi is an alumnus of the Indian Institute of Management and prior to taking over the current role he has worked in Vietnam and India with the leading private sector banks in these two markets – HDFC Bank and Techcom Bank.

Dominic Volek is Group Head of Private Clients at Henley & Partners and a member of the Executive Committee. Originally from South Africa, he now spends his time between London, Dubai, and 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. His work targets countries that are deemed most attractive to wealthy individuals in terms of mobility, security, privacy, personal tax, estate planning, and lifestyle. He is also a member of the firm’s Government Advisory practice, providing strategic advice to governments on the design, implementation, and promotion of successful investment migration programs. Dominic is a certified Chartered Accountant CA (SA), holding both a Bachelor of Commerce in Accounting with Honors and Bachelor of Arts in Corporate Communication. Prior to joining Henley & Partners, Dominic had a successful career as part of the Senior Management team in one of the big four accounting and advisory firms in Singapore, South Africa, and the USA. Dominic is frequently sought after as a speaker and thought leader on residence and citizenship planning, and he regularly provides commentary on the Henley Passport Index. He has been interviewed by top-tier media such as BBC, Quartz, and Bloomberg.

Edmund Lim is the Executive Director with Swiss Asia Financial Services based in Singapore, covering Ultra High Net-worth clients with a market focus in Malaysia and Thailand. Prior to this, he was a Private Banker based in Singapore, covering offshore markets in Indonesia, Malaysia and Thailand. In his banking career, Edmund has been instrumental in spearheading the growth of offshore banking in Thailand and has successfully offer holistic solutions to his clients in the region. Edmund is now responsible for collaborating with Swiss Asia Financial Services to expand their client reach into the Indochina market.

Jon is Head of Investment Solutions in the Wealth Management Department at Phatra Securities.  He oversees investment solutions and product selections for the Wealth Management Department.  He has over 18 years of experience in the financial industry both domestically and internationally.  He joined Phatra in 2010 and was Head of Hedge Fund Department which managed systematic investment strategies in Thailand and Asia. Prior to joining Phatra Securities, Jon worked for three years at Barclays Global Investors in San Francisco.  He was a quantitative researcher in the Scientific Active Equities which managed global active equity products, including global hedge funds in both developed and emerging markets.  He spent five years as an economist at the U.S. Federal Reserve Board in Washington D.C. where he was responsible for conducting policy work and researching on international financial markets.  Besides frequently briefing Board members, he also published his research in top academic journals.  Jon holds a PhD in economics from Duke University and his BA in economics from Chulalongkorn University.

Krzysztof Maurer is a Managing Director of Comarch (Thailand). He is responsible for business growth and driving client success in the Asia Pacific region. With over 20 years of experience in IT projects in Europe and Asia, Krzysztof has focused his career on helping banks drive innovation, explore new revenue opportunities, lower operating costs and improve user experience.

Ivan Jean Charles Pelle, is the CEO and Founder of RGN Group, a bespoke premium service for private and corporate clients. The Group is located in five jurisdictions: Switzerland, Luxembourg, Malta, Cyprus and Singapore. Ivan JC Pelle is responsible of multidisciplinary consultancy services for the international needs of family offices, worldwide tax planning and advisory, construction and administration of structures for unique purposes and private equity in Real Estate. Ivan JC Pelle is Swiss Certified Tax Expert and member of ExpertSuisse and IFA, holder of an Executive Master of Advanced Studies in International Taxation (MASIT), Certified Public Accountant CPA registered at FAOA - Swiss Federal Audit Oversight Authority and participant at MSc in Digital Currency (blockchain and Cryptocurrencies) at the University of Nicosia (Cyprus). With over 25 years’s experience within the international taxation industry, Ivan JC Pelle also held directorial and board member positions in companies to represent stakeholders. His considerable knowledge and expertise, together with his passion for 24/7 service excellence and desire to help, have enabled him to build long lasting client relationships as a trusted/family advisor to intermediaries and HNWI; through the provision of comprehensive individual and corporate specialization services.

Ms. Dua is engaged in client relations and business development for GMO’s Global Client Relations team located in the Singapore office. Prior to joining GMO in 2015, she was a Vice President at PIMCO in New York where she was responsible for coverage of corporate clients. Previously, she was an investment banker at Goldman Sachs & Co. in New York and London and has also worked at HSBC. Additionally, she has served as a consultant to the World Bank. Ms. Dua holds an MBA from Harvard Business School, a B.A in Politics, Philosophy and Economics (P.P.E) from Merton College, University of Oxford, and a B.A. in Economics from Lady Shri Ram College, University of Delhi. She is also a Rhodes Scholar (Oxford, 2002).

Dominic Gamble is Head of Asia Pacific for Wealth Dynamix, a global technology leader in client lifecycle management solutions for the wealth management industry. After graduating from London School of Economics in Accounting and Finance he started his career trading fixed income and derivatives at Credit Agricole Indosuez in 2001. Two years later he moved to Credit Suisse First Boston Private Bank and latterly was a founding member of the UHNW and Family Office team at Deutsche Wealth Management in London. Dominic left private banking in 2011 to establish findaWEALTHMANAGER.com in London, and simultaneously a client acquisition portal in Singapore in 2015 which was acquired by Privé Technologies in 2017, for whom he became Chief Digital Officer, overseeing 'Solution Sales' for their extensive engagement and advice product suite. In 2018 he joined Wealth Dynamix, to head the APAC region, based in Singapore.

Jordan joined IMTF in 2018 to strengthen the Singapore regional office especially in the area of project delivery as well as regional product alignment of the modular IMTF RegTech platform. Prior to IMTF, he was in financial services consulting working with banks and insurers on projects around client information and lifecycle management processes and platforms, regulatory-led change management as well as business integration and technology consolidation projects both local and global. Jordan holds a master’s degree in business administration from Cranfield School of Management and a bachelor’s degree in mechanical engineering from Rose-Hulman Institute of Technology.

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.

Nicolas, Sales and Relationship Management APAC for UBS Fondcenter in Singapore, has commenced his carrier at UBS in Fund Management Services in Switzerland as Head of Alternative Fund Structures in Zurich. Subsequently he has assumed a role in leading business development activities in EMEA market for Private Label Fund offering. Fluent in five languages, Nicolas works closely with representatives of our global organization between Europe and Asia and focuses on the fund distributors, banks, large Asset Managers and Institutional clients. He is also involved in global Strategic projects for UBS Asset Management. Prior to joining UBS, Nicolas worked as Head of Business Development at a niche fund administration company and a hedge fund manager for five years where he joined from an offshore wealth management adviser on private portfolio structures. Nicolas started his career in 2001 as an analyst at a fixed income broker in French speaking Switzerland from where he transferred to Zurich and subsequently to Singapore.

Marc has been with Leonteq Securities (Singapore) for the past 4 years and is responsible for the Investment Solutions coverage in the Asia Pacific region. Having moved from the company´s headquarters in Zurich to Asia he has built a strong international network of asset managers, whom he and his team supports in finding fitting investment solutions, tailored to their needs and risk profiles. Before his time at Leonteq, Marc was part of an investment committee at a Zurich based Single Family Office.

Mr. Darren Thomson was appointed to AIA Thailand, as Chief Strategic Bancassurance Alliance Office with effect from February 1st, 2018. He is also a member of AIA Thailand Executive Committee.

With countless years of experiences in the financial services industry both in the UK and the last 19 years in Asia, he will be able to contribute to the success of the new Bancassurance Partnership with one of the most respectable and successful banks in Thailand, Bangkok Bank. Within this new role, he will be working closely with the senior management of Bangkok Bank in formulating and executing the short to long term strategic plans to support the growth, profitability, and operational success within the framework of the partnership agreement.

Mr. Darren was formerly a director of Partnership Development in the Strategy & Corporate Development Department of AIA Group Office and before that CEO Group Partnership Distribution AIA Group Office. There, he implemented and built a strong and successful partnership with Citi Bank in 11 regional countries as well as with many local bank partners.

Within the Group Office roles, he ensures that AIA, is the most preferred partner in Asia for leading banks, IFA’s & HNW, and affinity groups, while providing best- in- class Bancassurance and partnership capabilities.

Darren joined AIA Group Office in May 2014 as the Regional Head of Business Development & Special Projects. Prior to joining the AIA, he held several senior positions in the financial services industry globally, such as the Regional Head of Strategic Channel Development at Manulife Financial in Hong Kong; President and CEO at Manulife (Singapore) Pte., Ltd; Chairman of Manulife Asset Management Singapore, Chief Partnership Distribution Officer at Prudential Assurance Company in Hong Kong; and National Regional Manager at Prudential Assurance Company, UK.  

Darren has been a lifelong Tottenham Hotspur fan and enjoys racing and restoring modern classic cars.

In her role as Head of ETF Team at Samsung Asset Management (Hong Kong) Limited, Carmen oversees and manages the Hong Kong listed ETFs by building strategy on passive business growth. Build & maintain relationship with business partners and extend client coverage geographically. In addition, she also focuses on building up synergy with the ETF teams in Korea, the headquarters.

Prior to joining Samsung Asset Management in 2017, Carmen worked at Mirae Asset Global Investments HK with the capacity of Head of ETF. Before that, she was with ABN AMRO Bank NV on Cash Equities, then with The Royal Bank of Scotland PLC since 2007 as Equities Business Development on both Cash and Derivative platform and then moved to Regional Equity Delta One Sales & Trading mainly focusing on ETF & electronic executions.

Damian Hitchen, Chief Executive Officer, Swissquote Pte Ltd Damian joined in January 2014 to drive Swissquote’s expansion strategy from being Switzerland’s largest online banking and trading platform into the Middle East & Asia region. During 2014-2019 inclusive he built a successful B2c-B2b office from the DIFC, Dubai with a major focus on the development and upgrade of the Bank existing institutional platform services. In July 2019, he relocated from Dubai to head up Swissquote’s new office in Singapore, which will act as the regional booking centre for its business development in the Asia-Pacific region, with a focus on professional, industry and institutional clients such as external asset-managers, insurance firms, securities brokerages, family offices and local - regional Banks/Private Banks. Prior to joining Swissquote, Damian worked in a number of senior roles for HSBC in the Middle East region, and as an Executive r Director for Falcon Private Bank, the Abu Dhabi owned Swiss Private Bank.

Jeroen Simons is a High Net Worth Business Development Director at Sun Life Financial in Hong Kong. He has been in the financial industry sine the early 1980's. He holds a University Degree from Trinity College Dublin, Ireland. During a rewarding career he has held client relationship and senior management positions most notably at American Express Private Bank  and ABN- AMRO Private Bank in both Europe and Asia. Since 2013 he was  with Swiss Life Global Solutions in Singapore and has recently made the move to Hong Kong joining Sun Life Financial HNW Team.  With his well established network of professional contacts  he is together with Sun Life's partners looking to grow its footprint in the region.

 

Nicolas has 12 years experience in the wealth management industry. Before establishing Global Precious Metals, he was Manager of Trading & Business Development at Swiss Precious Metals Pte. Ltd. in Singapore. Nicolas began his financial career as an Assistant Private Banker with Lombard Odier & Cie. in Geneva, Switzerland, after which he worked as a relationship manager and trader at Swiss Heritage Pte Ltd, a wealth management company based in Singapore. Nicolas holds a Swiss Degree in Financial and Business Banking from Geneva.

Dr. Silvio Struebi is a Partner at Simon-Kucher's Hong Kong and Singapore Office. He is a member of the Global Banking Practice and heads the company's banking operations in APAC. Silvio focuses on international Private Banking and B2B Banking in Hong Kong and Singapore. Silvio has more than twelve years of consulting experience. He advises a broad array of local and global financial institutions on multiple topics, starting from monetisation and product management to market-specific implementation of growth strategies. Prior to focusing in the APAC region, Silvio served Retail, Private Banks and Asset Managers in Switzerland and Europe. Prior to joining Simon-Kucher, Silvio worked for an international Private Bank in Zurich and at a consulting start-up. He received his PhD in Marketing from the University of St. Gallen and has a Masterʼs degree in business administration.

Mr. Christophe Numa has 10 years of experience particularly in wealth management area at BNP Paribas and also handled a business unit in Kazakhstan. Mr. Numa has graduated from Skema BS, the 7th Top French Business School. He is in charge of relationship with customer in Europe and South East Asia

Having graduated in 1986 from Edinburgh University with an Honours Law Degree and Postgraduate Diploma in Legal Practice, Simon started his financial career with J.P Morgan / Saudi International Bank in London, New York and the Middle East specialising in corporate finance solutions for High Net Worth, Corporate and Family Office clients. In 1994, Simon moved to Clydesdale Bank PLC (then part of the National Australia Bank group) to build the Specialised Finance Unit before being asked (in 1999) to join the board of one of Scotland’s largest privately owned companies (Strathclyde Pharmaceuticals Limited) as Business Development Director. In 2006, upon the successful growth and sale of the principal parts of that business, Simon joined UBS AG in Scotland to drive forward its Scottish wealth management business. In 2008 Simon moved to Credit Suisse in Singapore to establish and develop their UK/International private banking operation before joining Cazenove Capital Management in June 2016. The firm rebranded to Schroders Wealth Management in September 2017. Simon is a GlobalScot and co-founder of the Scottish Business Association of Singapore.

Premrudee Parinayok is an Assistant Vice President for Family Wealth and Governance Advisory and a team member of investment solution at Phatra Securities, Wealth Management. Prior to joining Phatra Securities, she was a tax lawyer at Baker & McKenzie, Thailand where she worked on various cases of tax advisories and planning. Apart from tax cases, she worked on several cases of wealth management related to Thai inheritance tax and gift tax. She had experiences on advising Thai and foreign families planning their family business structures and successions, include structuring and establishing foreign trusts for succession planning and tax optimization. Premrudee received a LLM (merit) from King’s College London, and her LLB (Second Class Honours) in business law from Chulalongkorn University

Frank Benzimra joined Societe Generale in 1994 as a European Equity Strategist before moving to Tokyo to become Japan Chief Strategist. After ten years in equity research, he joined the Equity Derivatives department working on the development of the Societe Generale Index business (SGI). He left the Group in 2010 to join Standard Chartered Bank HK where he built the equity index business. In 2014, Frank returned to Societe Generale to work first as an index specialist in the Engineering group before rejoining research as Head of Asia Equity Strategy and Cross-Asset Strategist. He is part of the Global Asset Allocation team, which has been ranked No.1 in the Extel survey from 2008 to 2017. He is a graduate of Sciences-Po and the London School of Economics and spent a year at Tokyo University as an Economics postgraduate student.

FinTech by day; Fitness, mental health & children's issues enthusiast! Helping Asia Pacific Banking Industry become more resilient, efficient & profitable; through selection & deployment of digital solutions; Evangelising new business models as banking & insurance industry disrupts through digitalisation. Experienced professional with 15 years in the financial services technology industry. Consultative executive skilled in Product Engineering, Business Development, Solution Selling , Customer Relationship Management, Go-to-market Strategy, and IT Service Management. Very much into disruptive discussions on Digital Wealth & Advisory, Smarter Compliance and Digitalizing the Financial Planning Process through the use of AI technologies.
 

Steffen Ahlers is the CEO and Member of the Board of Directors from MFEX Singapore Pte Ltd. Steffen setup MFEX operations in Asia in 2015. Currently, he is responsible for all three entities of MFEX in Asia and also sits on the BoD of MFEX Malaysia Sdn Bhd and MFEX Hong Kong Limited. Steffen joined MFEX in 2013 in Paris where he was country head for the German speaking region. Prior to MFEX, Steffen co-founded Whiteball Consulting, an investment consulting firm within the institutional asset management segment. He also spent time at AXA Framlington where he was responsible for institutional sales and RFPs. Steffen graduated from the School of Economics Berlin (2008).

Parida Leelaniramol is a Business Development Manager of Comarch (Thailand). She is responsible for developing and selling products for client in Thailand and Asia Pacific Region. With her Bachelor degree in Computer Science and more than 10 years of experience in Financial Technology company, she has focused on helping banks drive innovation and transformation.

Marie-Pascale Bonhomme is Deputy Managing Director of Amundi Thailand since 2021 Marie-Pascale has worked in Asia since 2014. Initially based in Singapore, she was Director of Marketing and Product Development for South Asia. She was also responsible for the development of new retail partnerships in Asia for Amundi. In 2019 she was appointed Deputy General Manager of Amundi Investment Advisory (Beijing) Ltd and Head of Retail Business Development and Partnership, North Asia and worked on the set-up of Amundi’s new Chinese JV with Bank of China. She was appointed in Amundi Thailand in 2021 to focus on the development of new business and partnerships. Since the beginning of her career, she has held different positions in the financial industry in Europe. In the asset management business, she focused on marketing, business development, innovation and customized solutions for Amundi’s international business. In 2010 she became Head of Retail Marketing Development and joined the Directors Committee. Marie-Pascale Bonhomme holds a Master in Business Sciences (IAE – University of Lyon III) and a Master’s degree in Applied Marketing (IAE–University of Air-Marseille).

Aleksey is Partner & Chief Distribution Officer at Premia Partners, an asset manager dedicated to Asia ETF investment solutions. Prior to joining Premia Partners, Aleksey was an experienced practitioner in the ETF industry and has been part of the finance community across the globe. He was in various leadership positions at iShares, including Head of APAC Fixed Income and Head of Asia ex-Japan Institutional Sales. Earlier, he was also part of the iShares APAC COO team, responsible for business management and strategy across the region. Before moving to Hong Kong, Aleksey was part of the BlackRock Financial Institutions Group (FIG) in London, responsible for sales and relationship management with European insurers. Prior to that, he was based in Tokyo, responsible for relationship management, client service and product development for the firm's Japanese clients. Aleksey began his career as an analyst in BlackRock's New York office, working on client service and support for Asian and Middle Eastern clients. Aleksey earned a Bachelor of Science degree, magna cum laude, in Finance and General Accounting from New York University.

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

Evrard Bordier is chief executive officer of Bordier & Cie, Singapore. He has been managing partner of Bordier & Cie Group since 2011, and president of the board of Bordier Bank (TCI) since 2000. Prior to his current role in Singapore, he served as managing director of Bordier International in London for 10 years. Evrard has been in the financial industry for more than 20 years, during which he has garnered extensive international experience holding diverse positions in Singapore, Hong Kong, Geneva, Zurich, and London. Between 1997 and 2000, he served as chief of staff for the Financial Planning and Wealth Management Business Division of UBS in Zurich, overseeing all of its asset management business units across the world. Prior to that, he was a client adviser in the private banking department of Swiss Bank Corporation in Singapore where he covered the markets of Indonesia and Taiwan. He first moved to Asia in 1994 and joined Nomura International in Hong Kong as a broker. Evrard began his professional career as a lawyer at Lenz & Staehelin in Geneva, specialising in the banking and finance practice. Evrard is a direct descendant and fifth generation of the bank’s founding family. He is a member of the Society of Trust and Estate Practitioners, the Turks and Caicos Islands Bankers Association, the Financial Industry Association, and the Swiss Financial Planner Organisation.

Dr. Silvio Struebi is a Partner at Simon-Kucher's Hong Kong and Singapore Office. He is a member of the Global Banking Practice and heads the company's banking operations in APAC. Silvio focuses on international Private Banking and B2B Banking in Hong Kong and Singapore. Silvio has more than twelve years of consulting experience. He advises a broad array of local and global financial institutions on multiple topics, starting from monetisation and product management to market-specific implementation of growth strategies. Prior to focusing in the APAC region, Silvio served Retail, Private Banks and Asset Managers in Switzerland and Europe. Prior to joining Simon-Kucher, Silvio worked for an international Private Bank in Zurich and at a consulting start-up. He received his PhD in Marketing from the University of St. Gallen and has a Masterʼs degree in business administration.

Jon is Head of Investment Solutions in the Wealth Management Department at Phatra Securities.  He oversees investment solutions and product selections for the Wealth Management Department.  He has over 18 years of experience in the financial industry both domestically and internationally.  He joined Phatra in 2010 and was Head of Hedge Fund Department which managed systematic investment strategies in Thailand and Asia. Prior to joining Phatra Securities, Jon worked for three years at Barclays Global Investors in San Francisco.  He was a quantitative researcher in the Scientific Active Equities which managed global active equity products, including global hedge funds in both developed and emerging markets.  He spent five years as an economist at the U.S. Federal Reserve Board in Washington D.C. where he was responsible for conducting policy work and researching on international financial markets.  Besides frequently briefing Board members, he also published his research in top academic journals.  Jon holds a PhD in economics from Duke University and his BA in economics from Chulalongkorn University.

Krzysztof Maurer is a Managing Director of Comarch (Thailand). He is responsible for business growth and driving client success in the Asia Pacific region. With over 20 years of experience in IT projects in Europe and Asia, Krzysztof has focused his career on helping banks drive innovation, explore new revenue opportunities, lower operating costs and improve user experience.

Dominic Volek is Group Head of Private Clients at Henley & Partners and a member of the Executive Committee. Originally from South Africa, he now spends his time between London, Dubai, and 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. His work targets countries that are deemed most attractive to wealthy individuals in terms of mobility, security, privacy, personal tax, estate planning, and lifestyle. He is also a member of the firm’s Government Advisory practice, providing strategic advice to governments on the design, implementation, and promotion of successful investment migration programs. Dominic is a certified Chartered Accountant CA (SA), holding both a Bachelor of Commerce in Accounting with Honors and Bachelor of Arts in Corporate Communication. Prior to joining Henley & Partners, Dominic had a successful career as part of the Senior Management team in one of the big four accounting and advisory firms in Singapore, South Africa, and the USA. Dominic is frequently sought after as a speaker and thought leader on residence and citizenship planning, and he regularly provides commentary on the Henley Passport Index. He has been interviewed by top-tier media such as BBC, Quartz, and Bloomberg.

Nicolas has 12 years experience in the wealth management industry. Before establishing Global Precious Metals, he was Manager of Trading & Business Development at Swiss Precious Metals Pte. Ltd. in Singapore. Nicolas began his financial career as an Assistant Private Banker with Lombard Odier & Cie. in Geneva, Switzerland, after which he worked as a relationship manager and trader at Swiss Heritage Pte Ltd, a wealth management company based in Singapore. Nicolas holds a Swiss Degree in Financial and Business Banking from Geneva.

Trawut is a serial entrepreneur and a self-taught value investor. He started his first online business since he was a graduate student and enter the stock market shortly after. With over 8 year experience in US stock market, he specializes in value investment concept and simple investment strategy lead by Warren Buffett"buy a wonderful company at a fair price". With his love and passion devoting to investing, business and technology, he founded Jitta.com and serving as a CEO to complete his mission "making investment better and easier for everyone". Trawut graduated from the University of Southern California in Engineering.

Nicolas, Sales and Relationship Management APAC for UBS Fondcenter in Singapore, has commenced his carrier at UBS in Fund Management Services in Switzerland as Head of Alternative Fund Structures in Zurich. Subsequently he has assumed a role in leading business development activities in EMEA market for Private Label Fund offering. Fluent in five languages, Nicolas works closely with representatives of our global organization between Europe and Asia and focuses on the fund distributors, banks, large Asset Managers and Institutional clients. He is also involved in global Strategic projects for UBS Asset Management. Prior to joining UBS, Nicolas worked as Head of Business Development at a niche fund administration company and a hedge fund manager for five years where he joined from an offshore wealth management adviser on private portfolio structures. Nicolas started his career in 2001 as an analyst at a fixed income broker in French speaking Switzerland from where he transferred to Zurich and subsequently to Singapore.

Marie-Pascale Bonhomme is Deputy Managing Director of Amundi Thailand since 2021 Marie-Pascale has worked in Asia since 2014. Initially based in Singapore, she was Director of Marketing and Product Development for South Asia. She was also responsible for the development of new retail partnerships in Asia for Amundi. In 2019 she was appointed Deputy General Manager of Amundi Investment Advisory (Beijing) Ltd and Head of Retail Business Development and Partnership, North Asia and worked on the set-up of Amundi’s new Chinese JV with Bank of China. She was appointed in Amundi Thailand in 2021 to focus on the development of new business and partnerships. Since the beginning of her career, she has held different positions in the financial industry in Europe. In the asset management business, she focused on marketing, business development, innovation and customized solutions for Amundi’s international business. In 2010 she became Head of Retail Marketing Development and joined the Directors Committee. Marie-Pascale Bonhomme holds a Master in Business Sciences (IAE – University of Lyon III) and a Master’s degree in Applied Marketing (IAE–University of Air-Marseille).

Steffen Ahlers is the CEO and Member of the Board of Directors from MFEX Singapore Pte Ltd. Steffen setup MFEX operations in Asia in 2015. Currently, he is responsible for all three entities of MFEX in Asia and also sits on the BoD of MFEX Malaysia Sdn Bhd and MFEX Hong Kong Limited. Steffen joined MFEX in 2013 in Paris where he was country head for the German speaking region. Prior to MFEX, Steffen co-founded Whiteball Consulting, an investment consulting firm within the institutional asset management segment. He also spent time at AXA Framlington where he was responsible for institutional sales and RFPs. Steffen graduated from the School of Economics Berlin (2008).

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]

Jordan joined IMTF in 2018 to strengthen the Singapore regional office especially in the area of project delivery as well as regional product alignment of the modular IMTF RegTech platform. Prior to IMTF, he was in financial services consulting working with banks and insurers on projects around client information and lifecycle management processes and platforms, regulatory-led change management as well as business integration and technology consolidation projects both local and global. Jordan holds a master’s degree in business administration from Cranfield School of Management and a bachelor’s degree in mechanical engineering from Rose-Hulman Institute of Technology.

Ivan Jean Charles Pelle, is the CEO and Founder of RGN Group, a bespoke premium service for private and corporate clients. The Group is located in five jurisdictions: Switzerland, Luxembourg, Malta, Cyprus and Singapore. Ivan JC Pelle is responsible of multidisciplinary consultancy services for the international needs of family offices, worldwide tax planning and advisory, construction and administration of structures for unique purposes and private equity in Real Estate. Ivan JC Pelle is Swiss Certified Tax Expert and member of ExpertSuisse and IFA, holder of an Executive Master of Advanced Studies in International Taxation (MASIT), Certified Public Accountant CPA registered at FAOA - Swiss Federal Audit Oversight Authority and participant at MSc in Digital Currency (blockchain and Cryptocurrencies) at the University of Nicosia (Cyprus). With over 25 years’s experience within the international taxation industry, Ivan JC Pelle also held directorial and board member positions in companies to represent stakeholders. His considerable knowledge and expertise, together with his passion for 24/7 service excellence and desire to help, have enabled him to build long lasting client relationships as a trusted/family advisor to intermediaries and HNWI; through the provision of comprehensive individual and corporate specialization services.

Premrudee Parinayok is an Assistant Vice President for Family Wealth and Governance Advisory and a team member of investment solution at Phatra Securities, Wealth Management. Prior to joining Phatra Securities, she was a tax lawyer at Baker & McKenzie, Thailand where she worked on various cases of tax advisories and planning. Apart from tax cases, she worked on several cases of wealth management related to Thai inheritance tax and gift tax. She had experiences on advising Thai and foreign families planning their family business structures and successions, include structuring and establishing foreign trusts for succession planning and tax optimization. Premrudee received a LLM (merit) from King’s College London, and her LLB (Second Class Honours) in business law from Chulalongkorn University

Mr. Darren Thomson was appointed to AIA Thailand, as Chief Strategic Bancassurance Alliance Office with effect from February 1st, 2018. He is also a member of AIA Thailand Executive Committee.

With countless years of experiences in the financial services industry both in the UK and the last 19 years in Asia, he will be able to contribute to the success of the new Bancassurance Partnership with one of the most respectable and successful banks in Thailand, Bangkok Bank. Within this new role, he will be working closely with the senior management of Bangkok Bank in formulating and executing the short to long term strategic plans to support the growth, profitability, and operational success within the framework of the partnership agreement.

Mr. Darren was formerly a director of Partnership Development in the Strategy & Corporate Development Department of AIA Group Office and before that CEO Group Partnership Distribution AIA Group Office. There, he implemented and built a strong and successful partnership with Citi Bank in 11 regional countries as well as with many local bank partners.

Within the Group Office roles, he ensures that AIA, is the most preferred partner in Asia for leading banks, IFA’s & HNW, and affinity groups, while providing best- in- class Bancassurance and partnership capabilities.

Darren joined AIA Group Office in May 2014 as the Regional Head of Business Development & Special Projects. Prior to joining the AIA, he held several senior positions in the financial services industry globally, such as the Regional Head of Strategic Channel Development at Manulife Financial in Hong Kong; President and CEO at Manulife (Singapore) Pte., Ltd; Chairman of Manulife Asset Management Singapore, Chief Partnership Distribution Officer at Prudential Assurance Company in Hong Kong; and National Regional Manager at Prudential Assurance Company, UK.  

Darren has been a lifelong Tottenham Hotspur fan and enjoys racing and restoring modern classic cars.

Edmund Lim is the Executive Director with Swiss Asia Financial Services based in Singapore, covering Ultra High Net-worth clients with a market focus in Malaysia and Thailand. Prior to this, he was a Private Banker based in Singapore, covering offshore markets in Indonesia, Malaysia and Thailand. In his banking career, Edmund has been instrumental in spearheading the growth of offshore banking in Thailand and has successfully offer holistic solutions to his clients in the region. Edmund is now responsible for collaborating with Swiss Asia Financial Services to expand their client reach into the Indochina market.

Parida Leelaniramol is a Business Development Manager of Comarch (Thailand). She is responsible for developing and selling products for client in Thailand and Asia Pacific Region. With her Bachelor degree in Computer Science and more than 10 years of experience in Financial Technology company, she has focused on helping banks drive innovation and transformation.

Head of Consulting and Product Management for Comarch Capital Markets. He holds a Ph.D. degree in Economics from the Cracow University of Economics and an Executive Master of Business Administration from the Stockholm University School of Business. He has been with Comarch since 1998, and specialises in investment management, investment advisory, market efficiency and performance measurement. He helps banks design processes and improve communication with clients in the area of wealth management and financial product distribution.

Yingyong Chiaravutthi is the Head of Investments at Prudential Life Assurance (Thailand) Plc, responsible for setting overall investment strategies and asset allocations with considerations of ALM, risk and capital management. He is also overseeing fund platform to serve unit-linked insurance products, and developing intensive training programs on investments for distribution and trainer teams. Yingyong joined Prudential (UK) Plc Group in 2015, as Vice President, Credit and Portfolio Management, with Eastspring Investments (Singapore) Ltd. Before that, he spent nine years at TRIS Rating Co., Ltd, Thailand's first credit rating agency, with the last position as Vice President and Rating Committee. Yingyong started his career as Financial Analyst at Thomson Reuters in New York where he worked for seven years. He graduated MBA in Finance at Hawaii Pacific University, USA, and is a CFA Charterholder.

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.

In her role as Head of ETF Team at Samsung Asset Management (Hong Kong) Limited, Carmen oversees and manages the Hong Kong listed ETFs by building strategy on passive business growth. Build & maintain relationship with business partners and extend client coverage geographically. In addition, she also focuses on building up synergy with the ETF teams in Korea, the headquarters.

Prior to joining Samsung Asset Management in 2017, Carmen worked at Mirae Asset Global Investments HK with the capacity of Head of ETF. Before that, she was with ABN AMRO Bank NV on Cash Equities, then with The Royal Bank of Scotland PLC since 2007 as Equities Business Development on both Cash and Derivative platform and then moved to Regional Equity Delta One Sales & Trading mainly focusing on ETF & electronic executions.

Tony is the Head of Intermediary Sales for CSOP Asset Management based in Hong Kong. He oversee ETFs and active funds distribution & solution for Private Banks, IAM and Family Office. Tony is responsible for developing sales strategy and strategic partnership with institutions. Prior to joining CSOP, he worked for HKEx, where he was the Private Wealth coverage relationship manager. Before that, Tony was working for Citi in various roles, including Equity Specialist; Equities Sales & Trading and Product Management role.

Ms. Dua is engaged in client relations and business development for GMO’s Global Client Relations team located in the Singapore office. Prior to joining GMO in 2015, she was a Vice President at PIMCO in New York where she was responsible for coverage of corporate clients. Previously, she was an investment banker at Goldman Sachs & Co. in New York and London and has also worked at HSBC. Additionally, she has served as a consultant to the World Bank. Ms. Dua holds an MBA from Harvard Business School, a B.A in Politics, Philosophy and Economics (P.P.E) from Merton College, University of Oxford, and a B.A. in Economics from Lady Shri Ram College, University of Delhi. She is also a Rhodes Scholar (Oxford, 2002).

Mr. Christophe Numa has 10 years of experience particularly in wealth management area at BNP Paribas and also handled a business unit in Kazakhstan. Mr. Numa has graduated from Skema BS, the 7th Top French Business School. He is in charge of relationship with customer in Europe and South East Asia

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

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

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

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

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