The evolution of Malaysian wealth management

Carolyn is Managing Director of Bordier & Cie Singapore and a pioneer of Malaysia's Private Banking sphere with over 20 years of experience. She was former Head of Maybank Private Malaysia, Wealth Management. Prior to joining Maybank Private, Carolyn was attached to CIMB Private Banking since its launch in 2002, with the last position held being Head of Private Banking in Malaysia. During the tenure, Carolyn had built and led teams to drive client relations, as well as expanded the Private Banking business by establishing presence in four new states - Penang, Sarawak, Sabah and Johor. She had also served at unit trust and mutual fund companies namely CIMB Principal Asset Management in Malaysia, and Templeton Management Limited, one of Canada's largest mutual funds, where she managed sales for the provinces of British Columbia and Alberta. Carolyn graduated with a Bachelor of Arts Degree (Hons) in Economics from the University of Toronto and has completed various Financial Planning courses.

Reuben has over 15 years of experience in investments and wealth management. He started his career in Singapore as a FX dealer with Standard Chartered Bank in 2002 and Sumitomo Mitsui Banking Corporation in 2006. He is also an experienced Treasury Specialist working on advisory, treasury and execution for the affluent customers with Standard Chartered Bank. He returned to Malaysia and joined OCBC Bank in 2014 and has held various roles leading the advisory and product management group prior to his appointment as Head of Wealth Management OCBC Bank. In his current role, he oversees OCBC’s Malaysia wealth management product strategy, development and advisory units

Wong Wai Ken, is StashAway Malaysia's Country Manager. Wai Ken has also accumulated asset management experience in the Investments division of Khazanah Nasional Berhad and Premium China Funds Management in Australia. He has gained capital markets experience at Affin Hwang Capital serving in both its Corporate Strategy and Equity Capital Markets departments. With Affin Hwang, he first played an instrumental role in the post-merger integration of the two investment banks. He later gained deals experience with the Equity Capital Markets team, and successfully helped list companies and raise equity on Bursa Malaysia. As Country Manager of StashAway Malaysia, he led the launch the local business by establishing partnerships and marketing channels.

Anurag currently serves as General Manager and Head, Asia Pacific at additiv, a global leader in Fintech and embedded finance which enables leading financial and non-financial institutions globally to develop new and transform existing business models, capitalizing on digital innovation and Finance-as-a-Service capabilities. At additiv, Anurag is responsible for driving the company's growth in APAC through strategic partnerships with clients, assisting them in creating new profit pools through complementary business lines and enhanced efficiency. Anurag’s extensive background in financial markets, both in APAC and globally, is marked by his senior roles at prominent consultancies and financial service organizations such as PwC and SBI Capital Markets, where he advised the boards and C-suite executives in their digital transformation journey and capital market activities.

Reuben has over 15 years of experience in investments and wealth management. He started his career in Singapore as a FX dealer with Standard Chartered Bank in 2002 and Sumitomo Mitsui Banking Corporation in 2006. He is also an experienced Treasury Specialist working on advisory, treasury and execution for the affluent customers with Standard Chartered Bank. He returned to Malaysia and joined OCBC Bank in 2014 and has held various roles leading the advisory and product management group prior to his appointment as Head of Wealth Management OCBC Bank. In his current role, he oversees OCBC’s Malaysia wealth management product strategy, development and advisory units

Anurag currently serves as General Manager and Head, Asia Pacific at additiv, a global leader in Fintech and embedded finance which enables leading financial and non-financial institutions globally to develop new and transform existing business models, capitalizing on digital innovation and Finance-as-a-Service capabilities. At additiv, Anurag is responsible for driving the company's growth in APAC through strategic partnerships with clients, assisting them in creating new profit pools through complementary business lines and enhanced efficiency. Anurag’s extensive background in financial markets, both in APAC and globally, is marked by his senior roles at prominent consultancies and financial service organizations such as PwC and SBI Capital Markets, where he advised the boards and C-suite executives in their digital transformation journey and capital market activities.

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

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

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

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

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

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