The Next Generation of Digital Tools for Asia’s Wealth Managers

Andrew Bresler, Business Development Executive at InvestCloud, is based in Singapore, leading the company's growth across South East Asia. He has worked in the Wealth Management industry for almost two decades, most recently at Citibank. At Citi, Andrew led their brokerage, digital wealth & margin lending business across Asia & EMEA helping provide access to capital market products digitally across the regions. Prior to this, Andrew spent the earlier part of his career trading capital market products and foreign exchange for brokerage and asset management firms. An international citizen Andrew has lived in Asia for over 11 years, 8 in Europe and hails from Africa.

15 years of experience in Financial Services industry, working with clients across Asia Pacific, Europe and Middle East geographies At Bain, Ravi focuses on Strategy and Transformation for Wealth Management firms Prior to joining Bain in 2021, Ravi headed the Design Office for Credit Suisse in APAC, and was responsible for defining the Platform Strategy & Architecture Ravi specializes in, Definition of digital and technology strategies to enable the business strategy Set up of onshore wealth franchises through design of F2B processes, operating models and platforms Definition of data strategy to support digitization, analytics, fintech collaboration and platform monetization efforts Ravi holds a Master’s Degree in Business Administration & a Bachelor’s Degree in Information Technology He is a TOGAF Certified Enterprise Architecture Practitioner, IBM certified SOA Associate and ITIL Foundation V3 certified

David Wilson leads Accenture’s Asia Wealth Management practice, working with the senior leadership teams of the region’s wealth management firms to enable business growth and improve organizational enablement and efficiency. Previously, David was a team lead within UOB’s Group Strategy & Transformation function leading key Board- and Executive Committee-level strategy and digital transformation programs. Prior to UOB he spent over a decade in consulting and wealth management with Capgemini, Merrill Lynch, and UBS.

A recognised thought leader in the region, Mark is the EY Asia-Pacific Wealth & Asset Management Leader and Advisory Leader. He has led projects across the buy-side, including strategy, risk and regulations, operating model, customer and growth, with the majority of his time focused on business and digital transformation. Prior to joining EY, Mark spent over 20 years in the financial technology industry, providing services to the same community. This included fintech start-ups, VC raising and exits. He received a master’s degree from the University of Oxford.

David Wilson leads Accenture’s Asia Wealth Management practice, working with the senior leadership teams of the region’s wealth management firms to enable business growth and improve organizational enablement and efficiency. Previously, David was a team lead within UOB’s Group Strategy & Transformation function leading key Board- and Executive Committee-level strategy and digital transformation programs. Prior to UOB he spent over a decade in consulting and wealth management with Capgemini, Merrill Lynch, and UBS.

A recognised thought leader in the region, Mark is the EY Asia-Pacific Wealth & Asset Management Leader and Advisory Leader. He has led projects across the buy-side, including strategy, risk and regulations, operating model, customer and growth, with the majority of his time focused on business and digital transformation. Prior to joining EY, Mark spent over 20 years in the financial technology industry, providing services to the same community. This included fintech start-ups, VC raising and exits. He received a master’s degree from the University of Oxford.

Andrew Bresler, Business Development Executive at InvestCloud, is based in Singapore, leading the company's growth across South East Asia. He has worked in the Wealth Management industry for almost two decades, most recently at Citibank. At Citi, Andrew led their brokerage, digital wealth & margin lending business across Asia & EMEA helping provide access to capital market products digitally across the regions. Prior to this, Andrew spent the earlier part of his career trading capital market products and foreign exchange for brokerage and asset management firms. An international citizen Andrew has lived in Asia for over 11 years, 8 in Europe and hails from Africa.

15 years of experience in Financial Services industry, working with clients across Asia Pacific, Europe and Middle East geographies At Bain, Ravi focuses on Strategy and Transformation for Wealth Management firms Prior to joining Bain in 2021, Ravi headed the Design Office for Credit Suisse in APAC, and was responsible for defining the Platform Strategy & Architecture Ravi specializes in, Definition of digital and technology strategies to enable the business strategy Set up of onshore wealth franchises through design of F2B processes, operating models and platforms Definition of data strategy to support digitization, analytics, fintech collaboration and platform monetization efforts Ravi holds a Master’s Degree in Business Administration & a Bachelor’s Degree in Information Technology He is a TOGAF Certified Enterprise Architecture Practitioner, IBM certified SOA Associate and ITIL Foundation V3 certified

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.