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.

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.

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.

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

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.

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 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.