The Future of the Advisor & Relationship Manager – Digitally Enhanced and Empowered

Marcy Cruz Kohchet-Chua has been in the Philippine banking industry for 25 years, spending the last 18 years in various management roles overseeing wealth management businesses of the largest global banks in the Philippines and more recently, established the Wealth Business of the lone independent Asset and Wealth Management entity in the country, ATRAM.

Nicole is a management and technology consulting executive with 18 years of experience working with leading financial services institutions across APAC, Europe and the US. Based in Singapore, Nicole leads Accenture’s Wealth & Asset Management, Corporate & Investment Banking practice for Asia Pacific, Africa and the Middle East. She is responsible for the overall practice vision and strategy, investment priorities and collaboration with a network of alliance partners. Nicole shaped and led numerous Wealth Management and PB transformation programs, provides pragmatic advisory services and brings technology innovation to her clients.

Sougata is an advanced analytics professional with 17 years of experience in Data Science for banking and financial services. His past experience includes HSBC, Barclays and Citibank. He is currently working in Development Bank of Singapore leading regional initiatives to augment and empower the relationship managers with data-driven and machine learning-based customer insights. In addition, Sougata is also an Adjunct Lecturer at National University of Singapore teaching Master’s courses on Data Analytics and Statistics

Damien is the Regional Director Asia for InvestCloud. In that capacity Damien works with Banks and Insurers in finding technology oriented solutions to improve sales, advisory and relationship management processes. Despite being a trained lawyer, Damien’s love of zeros and ones drove him along a 18 year pilgrimage to the intersection of finance and technology, guiding world leading banks and insurers along the journey. He is based in Singapore and covers the major Asia banking centers.

Extensive experience in Financial Services. Most recently, was APAC Head of Risk Solutions, Global Markets, CitiBank, based out of Singapore. Has also worked with leading institutions like JPM, BNP, Citi, HSBC and MAS, in Singapore and Hong Kong. Experience: 25+ Years; Education: NUS (Masters in Finance)

Victor is the Head of Sales Asia Pacific at additiv. Having joined additiv in 2019, he is responsible for leading the sales and marketing within APAC whilst being focused on continuing the firm’s growth drive in the region. Victor has more than a decade of experience within both capital markets and the fintech industry; prior to joining additiv, he was Deputy Head of Digital Sales APAC at Saxo Markets.

Marcy Cruz Kohchet-Chua has been in the Philippine banking industry for 25 years, spending the last 18 years in various management roles overseeing wealth management businesses of the largest global banks in the Philippines and more recently, established the Wealth Business of the lone independent Asset and Wealth Management entity in the country, ATRAM.

Nicole is a management and technology consulting executive with 18 years of experience working with leading financial services institutions across APAC, Europe and the US. Based in Singapore, Nicole leads Accenture’s Wealth & Asset Management, Corporate & Investment Banking practice for Asia Pacific, Africa and the Middle East. She is responsible for the overall practice vision and strategy, investment priorities and collaboration with a network of alliance partners. Nicole shaped and led numerous Wealth Management and PB transformation programs, provides pragmatic advisory services and brings technology innovation to her clients.

Damien is the Regional Director Asia for InvestCloud. In that capacity Damien works with Banks and Insurers in finding technology oriented solutions to improve sales, advisory and relationship management processes. Despite being a trained lawyer, Damien’s love of zeros and ones drove him along a 18 year pilgrimage to the intersection of finance and technology, guiding world leading banks and insurers along the journey. He is based in Singapore and covers the major Asia banking centers.

Extensive experience in Financial Services. Most recently, was APAC Head of Risk Solutions, Global Markets, CitiBank, based out of Singapore. Has also worked with leading institutions like JPM, BNP, Citi, HSBC and MAS, in Singapore and Hong Kong. Experience: 25+ Years; Education: NUS (Masters in Finance)

Victor is the Head of Sales Asia Pacific at additiv. Having joined additiv in 2019, he is responsible for leading the sales and marketing within APAC whilst being focused on continuing the firm’s growth drive in the region. Victor has more than a decade of experience within both capital markets and the fintech industry; prior to joining additiv, he was Deputy Head of Digital Sales APAC at Saxo Markets.

Sougata is an advanced analytics professional with 17 years of experience in Data Science for banking and financial services. His past experience includes HSBC, Barclays and Citibank. He is currently working in Development Bank of Singapore leading regional initiatives to augment and empower the relationship managers with data-driven and machine learning-based customer insights. In addition, Sougata is also an Adjunct Lecturer at National University of Singapore teaching Master’s courses on Data Analytics and Statistics

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.