THAILAND WEALTH MANAGEMENT FORUM 2023

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.

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.

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]

Triphon Phumiwasana, Ph.D. is the Private Banking Business Head at KASIKORNBANK. Prior to joining KASIKORNBANK, Triphon was the Chief Executive Officer of Maybank Asset Management (Thailand), where he also took the responsibility of country CIO and the regional head of product. Triphon also had extensive experience in investment management when he was the Director of Foreign Investment and External Fund Management at the Thai Government Pension Fund (GPF). At GPF, he was responsible for global investment and asset allocation as well as external fund management with the fund under management of 4 billion USD. He was the leader in transforming the foreign investment platform to enhance the efficiency and prepare for further foreign investment expansion. Prior to joining GPF, Triphon is the senior economist at the Milken Institute, the global capital market think tank, where he published several research and co-authored The Rise and Fall of U.S. Mortgage and Credit Markets, 2009. He received his Ph.D. in Economic with concentration in International Finance from Claremont Graduate University, California.

Thiyachai Chong is currently the Executive Vice President and Head of Wealth Management & Preferred Segment at CIMB Thai Bank. In this role, he oversees end to end product strategy and growth of all wealth management solutions and advisory ranging from deposits, wealth financing, investments to bancassurance, both onshore and offshore. Prior to that he was the Managing Director of Phillip Asset Management Thailand and a Director at Phillip Life Assurance from 2018 to 2022, where he engineered a turnaround by launching market-leading offshore investment funds. 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.

Jonathan Stuart-Smith is a tax partner at Mazars in Thailand. He brings with him a wealth of over 20 years’ experience working in Asia, including Thailand, Japan, Singapore and Hong Kong, advising companies on cross-border trade and investment. He specializes in international tax, transfer pricing, and transactions. He advises clients in most sectors and work with large corporations, funds, and entrepreneurs. He works with inbound clients on the tax implications of their trade and investment under local law and treaties, as well as outbound investors on the global tax implications of doing business across borders. After graduating from the University of Nottingham with a degree in Industrial Economics, he started his career in London, where he qualified as a Chartered Accountant and worked for 10 years.

Yifei Li leads Alta’s business development and partnership management efforts across all client segments. She oversees a rapidly growing clientele across multiple segments (wealth / banks, family offices insurance, pensions, official institutions and corporates), and leads localisation strategies and assessment. Yifei Li is a proven leader with over 20 years of experience in the financial industry where she spent 15 years with BlackRock. With a proven track record in business development and partnership management across international markets. She has previously led BlackRock’s sales team in Southeast Asia, China, Taiwan and Germany. Prior to that, Yifei has held sales trading roles in Macquarie Bank (London), Lang&Schwarz (Dusseldorf) and Societe Generale (Paris).

Mr. Minh Luong joined VNHAM in October 2013 and previously worked in the IT industry for 6 years in the US. Over his IT career, he worked for Microsoft Corporation in Redmond, Washington state. At Microsoft, his final position was Senior Software Design Engineer in Test. Before Microsoft, he worked as Software Quality Assurance Engineer at Paychex, a well-known HR outsourcing company in Rochester, New York. On Minh’s return to Vietnam in 2011, his first post was Investment Manager at Mirae Asset Management in Ho Chi Minh City before joining Vietnam Holding Asset Management as also Research Manager in 2013. Minh holds a BSc in Management Information Systems from the Rochester Institute of Technology and a MBA from Seattle University. He passed the CFA Level II requirement exam in 2015.

Rossen Djounov is managing director - head of Asia. In February 2017, he was appointed to his new role and now closely focuses on the future growth of GAM Investments in the Asian region including Japan and Australia. Prior to this he was head of International distribution, responsible for distributing GAM’s product range and investment capabilities across US offshore, Latin America, Central and Eastern Europe, the Middle East, Japan, Australia and New Zealand. Rossen Djounov joined GAM in February 2008 to initially focus on structured product sales and from 2009 to head structured investments. Before joining GAM, he was managing director at Forsyth Partners Global Distributors in Dubai and proceeded as head of investments at Forsyth Partners UK. Rossen Djounov holds a MBA in Financial Management from the University of Exeter and the Investment Management Certificate. He is based in Hong Kong.

Laura Lui is a Partner and co-Chief Investment Officer of Premia Partners. Laura has over 12 years of experience in the financial industry with rich experience in index and quantitative investments and capital markets development. Prior to Premia Partners, Laura led the Index and Quantitative Investment team at ICBC Credit Suisse International and was responsible for all aspects of the firm’s index and quantitative investment business. Before that, Laura was the Head of ETF and Index Team at Mirae Asset Global Investments (HK). Earlier in her career, Laura has also gained extensive trading experience on Asian Equities, multi-asset derivatives and other listed products including as ETF liquidity providers and participating dealers from her previous roles with RBS and JPMorgan Chase Bank. Laura has an Honours BSc degree in Actuarial Science and Statistics from the University of Toronto, and a MS degree in Global Finance from New York University and Hong Kong University of Science and Technology.

呂靄華 (Laura) 擁有豐富指數、量化投資及資本市場經驗。加入Premia Partners 之前， Laura 是工銀瑞信資產管理（國際）的指數及量化投資團隊負責人，以香港為基地創立公司中國境外的指數及量化投資業務，包括在香港及歐洲交易所掛牌的ETF產品。在此之前，Laura 曾是未來資產環球投資（香港）的ETF及指數部門主管，負責未來資產韓國以外ETF業務發展，包括與美國Horizon的ETF合作項目。Laura 早期於蘇格蘭皇家銀行及摩根大通任職ETF流通量提供者及交易員，因此對亞洲股票、多元資產衍生工具及其他上市產品以及買賣雙方資本市場交易運作有豐富深入的實戰經驗。 Laura 畢業於多倫多大學的精算科學及統計學學系，並於紐約大學及香港科技大學修畢環球金融碩士課程。

Rahul Mathur is an Investment Manager in GAM's Global Rates and Currency team. Rahul takes risks on fixed income and currency-based funds and related strategies, and provides background research and support. Prior to joining GAM as an investment analyst in May 2010, he worked as a fund analyst at Tarchon Capital Management for over four years. Rahul holds an MA in Economics from the University of Cambridge. He is based in London.

Pote Harinasuta is currently the CEO of One Asset Management (“ONE AM”) - one of the first asset management companies in Thailand. Founded in 1992, ONE AM has grown to become the top non-bank asset management companies in Thailand with total AUM over US$3 billion, specialising in funds that include equity, fixed income, properties, private equity trustee and foreign products. Prior to working at One AM, Pote was the CFO at BCPG - a subsidiary of the Bangchak Group - taking the company public in 2016 as well as completing renewable energy M&A transactions across the globe whilst involving in both corporate and project financing worth over $500 million. With more than 20 years of experience in fixed income, equity, currencies, commodities business, Pote was previously a Director in South East Asia Global Markets at Merrill Lynch and pioneered its effort into Thailand by successfully acquiring a securities company in Thailand to form Merrill Lynch Securities (Thailand). Prior to that Pote was Head of Sales for Thailand at RBS Singapore after having been involved in sales, treasury products & structuring role at HSBC. He also worked at the SCB Group covering Treasury, Capital Markets as well as setting up the Global Investment Division at the Bank before he was seconded to spearhead its asset management arm doubling the franchise volume beyond THB 1 trillion. Pote obtained a Master of Science in International Management from King’s College London in 1997 as well as completing a 2-year Executive Management course at The Sasin Graduate Institute of Business Administration, in affiliation with Kellogg and Wharton Schools of Management. Prior to that he graduated from the University of London with an Upper Second Class Honours Bachelor’s degree in Mathematical Sciences. Pote also completed the Directors Certification Program (DCP) at the Institute of Directors.

Rory McDaid is a Client Advisor for Henley & Partners Singapore and is a member of the Investment Migration Council (IMC). Rory specialises in citizenship and residence by investment planning services for high-net-worth (HNW) private clients. Rory holds a Bachelor’s degree in Business Studies from Ulster University (UK). He began his career in London working for an advisory company where his clients included various Financial Institutions across Banking, Private Equity & Sovereign Wealth. Rory relocated to Singapore in 2015 and now operates across South East Asia & South Asia for Henley & Partners.

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

Yash Shah is a Partner at Synpulse. Being an expert in private banking and wealth management, he has been helping WMs in the region with their wealth transformation journeys and target operating models. He takes care of Synpulse's wealth business in Asia Pacific

David Genn is the CEO of Goji, an investment platform technology provider based in London, UK. Goji’s mission is to improve investor access to private funds. Goji develops, implements and operates private markets technology and services, and provides the infrastructure to give investors a digital investment journey. In December 2022, Goji was acquired subject to regulatory approval by Euroclear, the global provider of Financial Markets Infrastructure, to build market-neutral infrastructure that will bring straight-through processing to private funds. David joined Goji as employee #1 in 2015, to lead the technology build of the platform, before taking over as CEO in January 2019. Prior to Goji, David worked at IG Group leading the technology team responsible for the dealing API and Alfa, a provider of platform solutions to the asset management industry. A developer by background, David champions innovation, keeps technology at the core of what Goji does, and simplifies the complex.

Tan Woon Hum is widely regarded as one of the rare senior market leaders specialising in investment funds, REITs and trusts, especially Variable Capital Companies (VCCs) and family offices. He heads a team of specialist lawyers in the Trust, Asset & Wealth Management practice at major Singapore law firm Shook Lin & Bok LLP. He is ranked as a Band 1 leading investment funds lawyer by Chambers Asia-Pacific since 2014 and top 100 lawyer in Singapore by Asia Business Law Journal in 2023. He advises on fund formation, (including hedge funds, private equity funds, venture capital funds, real estate funds and single-family funds) using Singapore funds (including VCC) and offshore funds structures (eg. Cayman LP funds and segregated portfolio companies). He drafts and reviews the full range of fund documents and is extremely well versed with independent asset managers, external asset managers, multi-family offices and single-family offices, and has an extremely strong track record in securing the relevant regulatory licences and exemptions. His excellent and long-term professional relationship with the local regulators, authorities and major industry players add credence to his practice. He has advised on and helped clients launched about 100 VCCs as at May 2023. He has extensive experience in advising private clients (including ultra-high net worth individuals and single-family offices) and trustees on the establishment of private trusts, family offices, single-family funds, Sections 13O and 13U (formerly 13R and 13X) structures and drafts trust documents, fund documents, global investor programme documents and family charters. Woon Hum is bi-lingual (English and Mandarin), has a law degree and a MBA (Finance). He is a highly sought after speaker and speaks regularly at public conferences, forums and seminars since 2002 in Singapore, Beijing, Shanghai, Hong Kong, Dubai, Bangkok, Ho Chi Minh and Kuala Lumpur.

20 years successful experience providing fiscal, strategic and operations leadership in uniquely challenging situations Win is the dynamic, results-oriented leader with a strong track record of performance in turnaround and high-paced financial and investment organizations. Utilize keen analysis, insights, team approach and efficient execution to drive organizational improvements and implementation of best practices. He has superior interpersonal skills, capable of resolving multiple and complex issues and motivating staff to peak performance.

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.

Anna Sacha is a Senior Consultant within Comarch Financial Services. She has joined Comarch in 2012, and was acquired into the Capital Market Business Unit focused on delivering international projects in the areas of investor protection, investment advisory and client front-end solutions. Anna has experience in helping Wealth & Asset Managers to digitalise their customer and advisor journeys, automate reporting processes and provide a whole new user experience

Zac has experience in all areas of international private client law including cross border tax, trust, estate, family, divorce and succession laws. Zac also has extensive experience advising in relation business family and family office governance and succession planning, and international private client regulatory laws, including the Common Reporting Standard, Mandatory Disclosure Rules, Economic Substance Rules and Beneficial Ownership Registers.

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.

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]

Win has over 20 years of professional experience in Investment Management. He is currently EVP - Head of High Net-Worth Division, Bank of Ayudhya PCL. His division is responsible for developing HNW segment strategies, building relationship and providing customized services for over 100,000 HNW clients, as well as collaborating among Krungsri Group to enhance investment advice and recommend asset allocation for clients. Prior to this, Win was Chief Investment Officer of Principal Asset Management. He led a team of 20 to win the prestigious Best Fund House – Domestic Fixed Income Award by Morningstar Thailand for 4 consecutive years. Before that, he was Head of Investments and Deputy Spokesperson of the Social Security Office, Thailand's largest institutional investor with total AUM of US$38 billion. Win holds a BA in Economics (International Program) from Thammasat University in Bangkok and an MBA from Rotterdam School of Management, Erasmus University, Netherlands. His MBA study was sponsored by the Royal Thai Government Scholarship. Win is a CFA Charterholder and is currently President of CFA Society Thailand. During the weekends, Win teaches finance courses at Thammasat University, National Institute of Development Administration (NIDA), and Assumption University in Bangkok. He was awarded an Outstanding Civil Servant in 2006 and a Rising Star Economist in 2014. He authored 3 books; ‘Invest Like A Pro’, ‘Career in Finance’ and ‘Career in Finance: Revised Edition’.

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.

Triphon Phumiwasana, Ph.D. is the Private Banking Business Head at KASIKORNBANK. Prior to joining KASIKORNBANK, Triphon was the Chief Executive Officer of Maybank Asset Management (Thailand), where he also took the responsibility of country CIO and the regional head of product. Triphon also had extensive experience in investment management when he was the Director of Foreign Investment and External Fund Management at the Thai Government Pension Fund (GPF). At GPF, he was responsible for global investment and asset allocation as well as external fund management with the fund under management of 4 billion USD. He was the leader in transforming the foreign investment platform to enhance the efficiency and prepare for further foreign investment expansion. Prior to joining GPF, Triphon is the senior economist at the Milken Institute, the global capital market think tank, where he published several research and co-authored The Rise and Fall of U.S. Mortgage and Credit Markets, 2009. He received his Ph.D. in Economic with concentration in International Finance from Claremont Graduate University, California.

20 years successful experience providing fiscal, strategic and operations leadership in uniquely challenging situations Win is the dynamic, results-oriented leader with a strong track record of performance in turnaround and high-paced financial and investment organizations. Utilize keen analysis, insights, team approach and efficient execution to drive organizational improvements and implementation of best practices. He has superior interpersonal skills, capable of resolving multiple and complex issues and motivating staff to peak performance.

Pote Harinasuta is currently the CEO of One Asset Management (“ONE AM”) - one of the first asset management companies in Thailand. Founded in 1992, ONE AM has grown to become the top non-bank asset management companies in Thailand with total AUM over US$3 billion, specialising in funds that include equity, fixed income, properties, private equity trustee and foreign products. Prior to working at One AM, Pote was the CFO at BCPG - a subsidiary of the Bangchak Group - taking the company public in 2016 as well as completing renewable energy M&A transactions across the globe whilst involving in both corporate and project financing worth over $500 million. With more than 20 years of experience in fixed income, equity, currencies, commodities business, Pote was previously a Director in South East Asia Global Markets at Merrill Lynch and pioneered its effort into Thailand by successfully acquiring a securities company in Thailand to form Merrill Lynch Securities (Thailand). Prior to that Pote was Head of Sales for Thailand at RBS Singapore after having been involved in sales, treasury products & structuring role at HSBC. He also worked at the SCB Group covering Treasury, Capital Markets as well as setting up the Global Investment Division at the Bank before he was seconded to spearhead its asset management arm doubling the franchise volume beyond THB 1 trillion. Pote obtained a Master of Science in International Management from King’s College London in 1997 as well as completing a 2-year Executive Management course at The Sasin Graduate Institute of Business Administration, in affiliation with Kellogg and Wharton Schools of Management. Prior to that he graduated from the University of London with an Upper Second Class Honours Bachelor’s degree in Mathematical Sciences. Pote also completed the Directors Certification Program (DCP) at the Institute of Directors.

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.

Yash Shah is a Partner at Synpulse. Being an expert in private banking and wealth management, he has been helping WMs in the region with their wealth transformation journeys and target operating models. He takes care of Synpulse's wealth business in Asia Pacific

Win has over 20 years of professional experience in Investment Management. He is currently EVP - Head of High Net-Worth Division, Bank of Ayudhya PCL. His division is responsible for developing HNW segment strategies, building relationship and providing customized services for over 100,000 HNW clients, as well as collaborating among Krungsri Group to enhance investment advice and recommend asset allocation for clients. Prior to this, Win was Chief Investment Officer of Principal Asset Management. He led a team of 20 to win the prestigious Best Fund House – Domestic Fixed Income Award by Morningstar Thailand for 4 consecutive years. Before that, he was Head of Investments and Deputy Spokesperson of the Social Security Office, Thailand's largest institutional investor with total AUM of US$38 billion. Win holds a BA in Economics (International Program) from Thammasat University in Bangkok and an MBA from Rotterdam School of Management, Erasmus University, Netherlands. His MBA study was sponsored by the Royal Thai Government Scholarship. Win is a CFA Charterholder and is currently President of CFA Society Thailand. During the weekends, Win teaches finance courses at Thammasat University, National Institute of Development Administration (NIDA), and Assumption University in Bangkok. He was awarded an Outstanding Civil Servant in 2006 and a Rising Star Economist in 2014. He authored 3 books; ‘Invest Like A Pro’, ‘Career in Finance’ and ‘Career in Finance: Revised Edition’.

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.

Thiyachai Chong is currently the Executive Vice President and Head of Wealth Management & Preferred Segment at CIMB Thai Bank. In this role, he oversees end to end product strategy and growth of all wealth management solutions and advisory ranging from deposits, wealth financing, investments to bancassurance, both onshore and offshore. Prior to that he was the Managing Director of Phillip Asset Management Thailand and a Director at Phillip Life Assurance from 2018 to 2022, where he engineered a turnaround by launching market-leading offshore investment funds. 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.

Rory McDaid is a Client Advisor for Henley & Partners Singapore and is a member of the Investment Migration Council (IMC). Rory specialises in citizenship and residence by investment planning services for high-net-worth (HNW) private clients. Rory holds a Bachelor’s degree in Business Studies from Ulster University (UK). He began his career in London working for an advisory company where his clients included various Financial Institutions across Banking, Private Equity & Sovereign Wealth. Rory relocated to Singapore in 2015 and now operates across South East Asia & South Asia for Henley & Partners.

Rahul Mathur is an Investment Manager in GAM's Global Rates and Currency team. Rahul takes risks on fixed income and currency-based funds and related strategies, and provides background research and support. Prior to joining GAM as an investment analyst in May 2010, he worked as a fund analyst at Tarchon Capital Management for over four years. Rahul holds an MA in Economics from the University of Cambridge. He is based in London.

Laura Lui is a Partner and co-Chief Investment Officer of Premia Partners. Laura has over 12 years of experience in the financial industry with rich experience in index and quantitative investments and capital markets development. Prior to Premia Partners, Laura led the Index and Quantitative Investment team at ICBC Credit Suisse International and was responsible for all aspects of the firm’s index and quantitative investment business. Before that, Laura was the Head of ETF and Index Team at Mirae Asset Global Investments (HK). Earlier in her career, Laura has also gained extensive trading experience on Asian Equities, multi-asset derivatives and other listed products including as ETF liquidity providers and participating dealers from her previous roles with RBS and JPMorgan Chase Bank. Laura has an Honours BSc degree in Actuarial Science and Statistics from the University of Toronto, and a MS degree in Global Finance from New York University and Hong Kong University of Science and Technology.

呂靄華 (Laura) 擁有豐富指數、量化投資及資本市場經驗。加入Premia Partners 之前， Laura 是工銀瑞信資產管理（國際）的指數及量化投資團隊負責人，以香港為基地創立公司中國境外的指數及量化投資業務，包括在香港及歐洲交易所掛牌的ETF產品。在此之前，Laura 曾是未來資產環球投資（香港）的ETF及指數部門主管，負責未來資產韓國以外ETF業務發展，包括與美國Horizon的ETF合作項目。Laura 早期於蘇格蘭皇家銀行及摩根大通任職ETF流通量提供者及交易員，因此對亞洲股票、多元資產衍生工具及其他上市產品以及買賣雙方資本市場交易運作有豐富深入的實戰經驗。 Laura 畢業於多倫多大學的精算科學及統計學學系，並於紐約大學及香港科技大學修畢環球金融碩士課程。

Anna Sacha is a Senior Consultant within Comarch Financial Services. She has joined Comarch in 2012, and was acquired into the Capital Market Business Unit focused on delivering international projects in the areas of investor protection, investment advisory and client front-end solutions. Anna has experience in helping Wealth & Asset Managers to digitalise their customer and advisor journeys, automate reporting processes and provide a whole new user experience

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.

Mr. Minh Luong joined VNHAM in October 2013 and previously worked in the IT industry for 6 years in the US. Over his IT career, he worked for Microsoft Corporation in Redmond, Washington state. At Microsoft, his final position was Senior Software Design Engineer in Test. Before Microsoft, he worked as Software Quality Assurance Engineer at Paychex, a well-known HR outsourcing company in Rochester, New York. On Minh’s return to Vietnam in 2011, his first post was Investment Manager at Mirae Asset Management in Ho Chi Minh City before joining Vietnam Holding Asset Management as also Research Manager in 2013. Minh holds a BSc in Management Information Systems from the Rochester Institute of Technology and a MBA from Seattle University. He passed the CFA Level II requirement exam in 2015.

David Genn is the CEO of Goji, an investment platform technology provider based in London, UK. Goji’s mission is to improve investor access to private funds. Goji develops, implements and operates private markets technology and services, and provides the infrastructure to give investors a digital investment journey. In December 2022, Goji was acquired subject to regulatory approval by Euroclear, the global provider of Financial Markets Infrastructure, to build market-neutral infrastructure that will bring straight-through processing to private funds. David joined Goji as employee #1 in 2015, to lead the technology build of the platform, before taking over as CEO in January 2019. Prior to Goji, David worked at IG Group leading the technology team responsible for the dealing API and Alfa, a provider of platform solutions to the asset management industry. A developer by background, David champions innovation, keeps technology at the core of what Goji does, and simplifies the complex.

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]

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

Yifei Li leads Alta’s business development and partnership management efforts across all client segments. She oversees a rapidly growing clientele across multiple segments (wealth / banks, family offices insurance, pensions, official institutions and corporates), and leads localisation strategies and assessment. Yifei Li is a proven leader with over 20 years of experience in the financial industry where she spent 15 years with BlackRock. With a proven track record in business development and partnership management across international markets. She has previously led BlackRock’s sales team in Southeast Asia, China, Taiwan and Germany. Prior to that, Yifei has held sales trading roles in Macquarie Bank (London), Lang&Schwarz (Dusseldorf) and Societe Generale (Paris).

Jonathan Stuart-Smith is a tax partner at Mazars in Thailand. He brings with him a wealth of over 20 years’ experience working in Asia, including Thailand, Japan, Singapore and Hong Kong, advising companies on cross-border trade and investment. He specializes in international tax, transfer pricing, and transactions. He advises clients in most sectors and work with large corporations, funds, and entrepreneurs. He works with inbound clients on the tax implications of their trade and investment under local law and treaties, as well as outbound investors on the global tax implications of doing business across borders. After graduating from the University of Nottingham with a degree in Industrial Economics, he started his career in London, where he qualified as a Chartered Accountant and worked for 10 years.

Tan Woon Hum is widely regarded as one of the rare senior market leaders specialising in investment funds, REITs and trusts, especially Variable Capital Companies (VCCs) and family offices. He heads a team of specialist lawyers in the Trust, Asset & Wealth Management practice at major Singapore law firm Shook Lin & Bok LLP. He is ranked as a Band 1 leading investment funds lawyer by Chambers Asia-Pacific since 2014 and top 100 lawyer in Singapore by Asia Business Law Journal in 2023. He advises on fund formation, (including hedge funds, private equity funds, venture capital funds, real estate funds and single-family funds) using Singapore funds (including VCC) and offshore funds structures (eg. Cayman LP funds and segregated portfolio companies). He drafts and reviews the full range of fund documents and is extremely well versed with independent asset managers, external asset managers, multi-family offices and single-family offices, and has an extremely strong track record in securing the relevant regulatory licences and exemptions. His excellent and long-term professional relationship with the local regulators, authorities and major industry players add credence to his practice. He has advised on and helped clients launched about 100 VCCs as at May 2023. He has extensive experience in advising private clients (including ultra-high net worth individuals and single-family offices) and trustees on the establishment of private trusts, family offices, single-family funds, Sections 13O and 13U (formerly 13R and 13X) structures and drafts trust documents, fund documents, global investor programme documents and family charters. Woon Hum is bi-lingual (English and Mandarin), has a law degree and a MBA (Finance). He is a highly sought after speaker and speaks regularly at public conferences, forums and seminars since 2002 in Singapore, Beijing, Shanghai, Hong Kong, Dubai, Bangkok, Ho Chi Minh and Kuala Lumpur.

Zac has experience in all areas of international private client law including cross border tax, trust, estate, family, divorce and succession laws. Zac also has extensive experience advising in relation business family and family office governance and succession planning, and international private client regulatory laws, including the Common Reporting Standard, Mandatory Disclosure Rules, Economic Substance Rules and Beneficial Ownership Registers.

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]

Yash Shah is a Partner at Synpulse. Being an expert in private banking and wealth management, he has been helping WMs in the region with their wealth transformation journeys and target operating models. He takes care of Synpulse's wealth business in Asia Pacific

Rossen Djounov is managing director - head of Asia. In February 2017, he was appointed to his new role and now closely focuses on the future growth of GAM Investments in the Asian region including Japan and Australia. Prior to this he was head of International distribution, responsible for distributing GAM’s product range and investment capabilities across US offshore, Latin America, Central and Eastern Europe, the Middle East, Japan, Australia and New Zealand. Rossen Djounov joined GAM in February 2008 to initially focus on structured product sales and from 2009 to head structured investments. Before joining GAM, he was managing director at Forsyth Partners Global Distributors in Dubai and proceeded as head of investments at Forsyth Partners UK. Rossen Djounov holds a MBA in Financial Management from the University of Exeter and the Investment Management Certificate. He is based in Hong Kong.

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.