Thailand Wealth Management Forum 2022

Jaydee is responsible for day-to-day operations of all departments at Raffles Family Office. Specialities:Business development, branding, ATL/BTL/TTL engagement, communications and media relations, senior-level account management and team leadership.

Nirbhay Handa is the Group Head of Business Development at Henley & Partners and the Managing Director and Head of the firm’s Global South Asia team. He focuses exclusively on advising high-net-worth individuals and their families on residence and citizenship by investment. Nirbhay has been on the forefront of the investment migration industry across Asia and the South Asia subcontinent, advising some of the most respectable and established private banks, family offices, and law firms. His articles, commentary, and overall thought leadership in the investment migration space is often quoted in some of Asia’s leading wealth management forums and publications. He is passionate about developing people and growing high-performance teams. Nirbhay received his formative education at the University of Nottingham and executive education at the London School of Economics and the University of Oxford.

Thiyachai Chong is the Managing Director of Phillip Asset Management Thailand and a Director at Phillip Life Assurance since 2018. Leading a management turnaround by focusing on a more customer-centric business model as well as industry leading investment solutions, Thiyachai is particularly passionate on increasing financial inclusion, especially amongst the unbanked. Prior to this, he was the VP of Product and Business Development at Phillip Securities Thailand which focused on curating the world’s leading financial products and services, and customizing it for the local Thai market. Before moving to Thailand, Thiyachai consulted for Thomson Reuters in New York City, USA and Vancouver, Canada for 7 years, advising the world’s leading portfolio management firms, hedge funds, investment banks and government agencies on investment and risk management strategies. He started his investment management career at the Abu Dhabi Investment Authority (ADIA), one of the world’s largest sovereign wealth funds in 2007. Thiyachai is a Bachelor of Commerce (Finance) graduate at the University of British Columbia, Canada with a postgraduate exchange in Developmental Economics at the University of Cape Town, South Africa.

Joining Credit Suisse in 1998 as an analyst, Philipp Piaz commenced his comprehensive career in private banking and wealth management. During his time at Credit Suisse, Philipp held a number of senior roles, relocating from Zürich to Singapore in 2001 to undertake Thailand Private Client Business Development in his role as Vice President. In 2004, Philipp joined the senior management of Deutsche Bank AG, with whom he was affiliated for 5 years. In his role as Director, Philipp was responsible for the development of Deutsche Bank’s Thai Private Client Business. In 2009, he became Co-Founder & Managing Partner at Finaport, overseeing the expansion of the firm's Asian operations. Philipp is a founding member of the Association of Independent Asset Managers (AIAM) in Singapore, and was appointed President of the AIAM in 2018. Philipp undertook Elementary Studies of Economics and Law at University of St. Gallen in Switzerland.

Prior to joining the Private Shares Fund investment management team and Liberty Street Advisors, Inc., Kevin was a senior portfolio manager at First New York Securities where he managed a global macro book. Kevin’s areas of expertise include client relationships, investment research coverage, block and position trading, and operations management. Kevin began his career as an institutional equities sales trader and held a series of distinguished posts at leading hedge funds and proprietary trading firms.

As a Business Development Manager with Henley & Partners, Thomas focuses on working with high-net-worth individuals and their families to expand their citizenship and residency options around the world for various purposes including security, privacy, estate planning, and lifestyle benefits. Specific to Thailand, Thomas steers the local and international business development plan and builds and maintains links with clients, local agencies, key decision makers, and other stakeholders. Passionate about developing and nurturing relationships, Thomas previously worked in business development in the APAC region focusing on partnerships and sales. He is experienced in real estate development as well as banking through J.P. Morgan’s Private Bank, where he worked with investments for high-net-worth clients and families.

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).

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.

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.

Yosakorn is a Managing Director at StashAway Asset Management (Thailand) Co., Ltd. Before joining StashAway, Yosakorn worked as a management consultant at leading global firms, Bain & Company and Roland Berger. There, he advised C-level executives on wealth management and digital transformation, where he worked on developing strategy and building wealth management businesses and technology companies. Before that, he helped develop new international markets in Myanmar, South Korea, and Tanzania for SCG, a Thai conglomerate. Yosakorn earned his MBA from INSEAD in France and his Bachelor of Business Administration from Chulalongkorn University. He holds a Fund Manager License and is a CFA® Charterholder.

Paul Gambles is Co-founder of MBMG Group and Managing Director of MBMG Investment Advisory. He has completed CFA Level 1 and he is licensed by the SEC as both a Securities Fundamental Investment Analyst and an Investment Planner. He is a member of Advisory Board of IDEA Economics and is well-known as an expert commentator appearing most days on Money Channel’s 10 o'clock news, as well as making monthly appearances as a guest host on CNBC’s Squawk Box Asia, Squawk Box Europe and frequent appearances on National Public Radio, Bloomberg TV, Nation TV, CCTV and others. Paul has been a regular contributor of exclusive opinion editorials to The Nation since 2009 and also a regular contributor to professional magazines.

Paul’s MBMG Updates can be found at http://www.mbmg-investment.com/in-the-media/ and he can be contacted at [email protected]

Terence Bong heads the GAM Investments Singapore office, responsible for busines development and client relationships in the South Asia region. He has over 20 years’ experience in the financial services industry and was formerly head of wholesale for South East Asia at Templeton Asset Management, where he was responsible for distribution to private banks, independent financial advisors, insurance companies and consumer banks across Singapore, Thailand and the Philippines. Prior to Templeton, he was head of intermediary business development for three years at Nikko Asset Management Asia and has also held roles at Schroder Investment Management, Aviva and Citibank Singapore. He holds a bachelor’s degree in business administration from the National University of Singapore and is a CFA charterholder.

Manoj is the Head of Sales – South Asia for Allfunds Singapore Branch based in Singapore. Manoj has almost one and a half decades of experience in financial services primarily in asset management and the fund platform business. Over the course of his career he has been tasked with increasing distribution reach across leading financial hubs such as the Indian sub-continent and the Middle East and Africa. Manoj joined Allfunds Bank in 2012 in Dubai and was a key member of the team which created the Allfunds brand in the Middle East and Africa. He recently relocated to Singapore to bring his expertise to play in the expansion plans of Allfunds across Asia. As the head of sales for South Asia for Allfunds Manoj is excited to be covering a fast-growing new geography with different characteristics but a similar strategic imperative to adopt the solutions provided by Allfunds.

Mobile: +65 9772 9425
Email: [email protected]

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.

Emile de Marsac is a Business Development Manager at Henley & Partners based at their Bangkok office. He focuses exclusively on advising high-net-worth individuals and their families on global residence and citizenship planning. Emile works closely with key intermediaries in South East Asia including established private banks, family offices, financial advisors, tax advisors and law firms. Originally from the United Kingdom, Emile holds a Bachelor of Science from Loughborough University (UK). He has been based in Thailand since 2009, during which time he has worked for multiple public companies in the real estate and hospitality sectors.

Khun Ittapat is a Partner at Wealth Planning and Family Office Advisory firm 159 Capitals, founded in 2018 alongside fellow partners Siriporn Lekhakul and Juthasree Kuvinichkul. In addition to his latest venture, Ittapat has built up extensive experience in wealth advisory, acting as an Executive Director at iWS Wealth Advisory since 2008, a role he still holds, with business development and financial planning responsibilities. He is also the CEO of Wealth Platforms Advisory, a training solutions provider to independent financial planners, insurance agents and business partners. Another role he continues to perform to date, since 2013, Ittapat is responsible for supporting IFA recruitment and training in his local market of Thailand. Further to these roles, Ittapat has previously been affiliated with DBS Vicker Securities (Thailand) as a Relationship Manager, as well as the likes of Scania Siam, Ford and Toyota Motor Asia Pacific, where he helped to establish its warranty procedure. Ittapat hails from Thailand’s Nakhon Ratchasima province and graduated in mechanical engineering from Suranaree University there in 2000.

Melissa joined Amundi in 2019 in product development and management. Prior to joining Amundi, Melissa worked with UOB Asset Management in Singapore in product development and marketing communications. Previously she spent eight years with Franklin Templeton Investments and Maybank Asset Management. In addition to her experience in Singapore, she worked in Sydney as a product manager with global fund and wealth management companies such as Deutsche Asset Management and Citibank. Melissa received her Bachelor of Accountancy degree from the National University of Singapore and her Master in Business Administration degree from the Melbourne Business School at the University of Melbourne. She is a CFA charter holder.

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.

Yosakorn is a Managing Director at StashAway Asset Management (Thailand) Co., Ltd. Before joining StashAway, Yosakorn worked as a management consultant at leading global firms, Bain & Company and Roland Berger. There, he advised C-level executives on wealth management and digital transformation, where he worked on developing strategy and building wealth management businesses and technology companies. Before that, he helped develop new international markets in Myanmar, South Korea, and Tanzania for SCG, a Thai conglomerate. Yosakorn earned his MBA from INSEAD in France and his Bachelor of Business Administration from Chulalongkorn University. He holds a Fund Manager License and is a CFA® Charterholder.

Manoj is the Head of Sales – South Asia for Allfunds Singapore Branch based in Singapore. Manoj has almost one and a half decades of experience in financial services primarily in asset management and the fund platform business. Over the course of his career he has been tasked with increasing distribution reach across leading financial hubs such as the Indian sub-continent and the Middle East and Africa. Manoj joined Allfunds Bank in 2012 in Dubai and was a key member of the team which created the Allfunds brand in the Middle East and Africa. He recently relocated to Singapore to bring his expertise to play in the expansion plans of Allfunds across Asia. As the head of sales for South Asia for Allfunds Manoj is excited to be covering a fast-growing new geography with different characteristics but a similar strategic imperative to adopt the solutions provided by Allfunds.

Mobile: +65 9772 9425
Email: [email protected]

Jaydee is responsible for day-to-day operations of all departments at Raffles Family Office. Specialities:Business development, branding, ATL/BTL/TTL engagement, communications and media relations, senior-level account management and team leadership.

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.

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.

Emile de Marsac is a Business Development Manager at Henley & Partners based at their Bangkok office. He focuses exclusively on advising high-net-worth individuals and their families on global residence and citizenship planning. Emile works closely with key intermediaries in South East Asia including established private banks, family offices, financial advisors, tax advisors and law firms. Originally from the United Kingdom, Emile holds a Bachelor of Science from Loughborough University (UK). He has been based in Thailand since 2009, during which time he has worked for multiple public companies in the real estate and hospitality sectors.

As a Business Development Manager with Henley & Partners, Thomas focuses on working with high-net-worth individuals and their families to expand their citizenship and residency options around the world for various purposes including security, privacy, estate planning, and lifestyle benefits. Specific to Thailand, Thomas steers the local and international business development plan and builds and maintains links with clients, local agencies, key decision makers, and other stakeholders. Passionate about developing and nurturing relationships, Thomas previously worked in business development in the APAC region focusing on partnerships and sales. He is experienced in real estate development as well as banking through J.P. Morgan’s Private Bank, where he worked with investments for high-net-worth clients and families.

Khun Ittapat is a Partner at Wealth Planning and Family Office Advisory firm 159 Capitals, founded in 2018 alongside fellow partners Siriporn Lekhakul and Juthasree Kuvinichkul. In addition to his latest venture, Ittapat has built up extensive experience in wealth advisory, acting as an Executive Director at iWS Wealth Advisory since 2008, a role he still holds, with business development and financial planning responsibilities. He is also the CEO of Wealth Platforms Advisory, a training solutions provider to independent financial planners, insurance agents and business partners. Another role he continues to perform to date, since 2013, Ittapat is responsible for supporting IFA recruitment and training in his local market of Thailand. Further to these roles, Ittapat has previously been affiliated with DBS Vicker Securities (Thailand) as a Relationship Manager, as well as the likes of Scania Siam, Ford and Toyota Motor Asia Pacific, where he helped to establish its warranty procedure. Ittapat hails from Thailand’s Nakhon Ratchasima province and graduated in mechanical engineering from Suranaree University there in 2000.

Joining Credit Suisse in 1998 as an analyst, Philipp Piaz commenced his comprehensive career in private banking and wealth management. During his time at Credit Suisse, Philipp held a number of senior roles, relocating from Zürich to Singapore in 2001 to undertake Thailand Private Client Business Development in his role as Vice President. In 2004, Philipp joined the senior management of Deutsche Bank AG, with whom he was affiliated for 5 years. In his role as Director, Philipp was responsible for the development of Deutsche Bank’s Thai Private Client Business. In 2009, he became Co-Founder & Managing Partner at Finaport, overseeing the expansion of the firm's Asian operations. Philipp is a founding member of the Association of Independent Asset Managers (AIAM) in Singapore, and was appointed President of the AIAM in 2018. Philipp undertook Elementary Studies of Economics and Law at University of St. Gallen in Switzerland.

Prior to joining the Private Shares Fund investment management team and Liberty Street Advisors, Inc., Kevin was a senior portfolio manager at First New York Securities where he managed a global macro book. Kevin’s areas of expertise include client relationships, investment research coverage, block and position trading, and operations management. Kevin began his career as an institutional equities sales trader and held a series of distinguished posts at leading hedge funds and proprietary trading firms.

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.

Paul Gambles is Co-founder of MBMG Group and Managing Director of MBMG Investment Advisory. He has completed CFA Level 1 and he is licensed by the SEC as both a Securities Fundamental Investment Analyst and an Investment Planner. He is a member of Advisory Board of IDEA Economics and is well-known as an expert commentator appearing most days on Money Channel’s 10 o'clock news, as well as making monthly appearances as a guest host on CNBC’s Squawk Box Asia, Squawk Box Europe and frequent appearances on National Public Radio, Bloomberg TV, Nation TV, CCTV and others. Paul has been a regular contributor of exclusive opinion editorials to The Nation since 2009 and also a regular contributor to professional magazines.

Paul’s MBMG Updates can be found at http://www.mbmg-investment.com/in-the-media/ and he can be contacted at [email protected]

Thiyachai Chong is the Managing Director of Phillip Asset Management Thailand and a Director at Phillip Life Assurance since 2018. Leading a management turnaround by focusing on a more customer-centric business model as well as industry leading investment solutions, Thiyachai is particularly passionate on increasing financial inclusion, especially amongst the unbanked. Prior to this, he was the VP of Product and Business Development at Phillip Securities Thailand which focused on curating the world’s leading financial products and services, and customizing it for the local Thai market. Before moving to Thailand, Thiyachai consulted for Thomson Reuters in New York City, USA and Vancouver, Canada for 7 years, advising the world’s leading portfolio management firms, hedge funds, investment banks and government agencies on investment and risk management strategies. He started his investment management career at the Abu Dhabi Investment Authority (ADIA), one of the world’s largest sovereign wealth funds in 2007. Thiyachai is a Bachelor of Commerce (Finance) graduate at the University of British Columbia, Canada with a postgraduate exchange in Developmental Economics at the University of Cape Town, South Africa.

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).

Melissa joined Amundi in 2019 in product development and management. Prior to joining Amundi, Melissa worked with UOB Asset Management in Singapore in product development and marketing communications. Previously she spent eight years with Franklin Templeton Investments and Maybank Asset Management. In addition to her experience in Singapore, she worked in Sydney as a product manager with global fund and wealth management companies such as Deutsche Asset Management and Citibank. Melissa received her Bachelor of Accountancy degree from the National University of Singapore and her Master in Business Administration degree from the Melbourne Business School at the University of Melbourne. She is a CFA charter holder.

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.

Terence Bong heads the GAM Investments Singapore office, responsible for busines development and client relationships in the South Asia region. He has over 20 years’ experience in the financial services industry and was formerly head of wholesale for South East Asia at Templeton Asset Management, where he was responsible for distribution to private banks, independent financial advisors, insurance companies and consumer banks across Singapore, Thailand and the Philippines. Prior to Templeton, he was head of intermediary business development for three years at Nikko Asset Management Asia and has also held roles at Schroder Investment Management, Aviva and Citibank Singapore. He holds a bachelor’s degree in business administration from the National University of Singapore and is a CFA charterholder.

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.