Vietnam Wealth Management Forum 2016

Sandeep is the Head of Retail Banking at VP Bank. He has been in this position since May 2015. Prior to his current role, Sandeep has lived and worked in many other countries in Asia, the Middle East, Africa and the US. His prior roles include consumer banking, wealth management and transformation roles at various international financial institutions starting with Citibank, Standard Bank, Barclays and AIA Group. He was also the Head of Retail at Shinsei Bank in Japan.  Shinsei Bank was one of the earliest, digitally enabled banks in Japan and was launched in 2001. Sandeep is a keen observer and commentator on financial services and believes that financial services must work harder to improve the customer experience and the service and contribution to the customer and the community. He believes that digital is a huge enabler for building simpler, better and faster products & services and the use of tools like HCD [Human Centered Design] to achieve this. Sandeep is a Sloan Fellow and has an MBA from MIT [Massachusetts Institute of Technology], Sloan School of Management.

Kevin co-founded PXP Vietnam Asset Management in 2002. He is responsible for investment policy and strategy and is the Portfolio Manager for PXP Vietnam Emerging Equity Fund and the segregated mandate. He has more than 30 years' investment experience. Kevin spent a decade in Hong Kong from 1985 to 1995 initially as an investment analyst and then as a specialist manager and trader of proprietary funds in emerging equity and equity derivatives markets in South East Asia. During that period, among other things, he established the Hong Kong equity derivatives business of Baring Securities and Deutsche Morgan Grenfell. On returning to the United Kingdom in 1995, Kevin worked for Dresdner Kleinwort Benson, where he was involved in Latin American and South East Asian sales trading, and then for Bear Stearns International, where he traded closed-end funds in global emerging markets. Later he established the Global Emerging Markets and Japan Investment Company activity of ABN Amro in London.

Dominic Volek is Group Head of Private Clients at Henley & Partners and a member of the Executive Committee. Originally from South Africa, he now spends his time between London, Dubai, and Singapore as a private client specialist in residence and citizenship planning and provides advice to ultra-high-net-worth individuals and their families across the globe. His work targets countries that are deemed most attractive to wealthy individuals in terms of mobility, security, privacy, personal tax, estate planning, and lifestyle. He is also a member of the firm’s Government Advisory practice, providing strategic advice to governments on the design, implementation, and promotion of successful investment migration programs. Dominic is a certified Chartered Accountant CA (SA), holding both a Bachelor of Commerce in Accounting with Honors and Bachelor of Arts in Corporate Communication. Prior to joining Henley & Partners, Dominic had a successful career as part of the Senior Management team in one of the big four accounting and advisory firms in Singapore, South Africa, and the USA. Dominic is frequently sought after as a speaker and thought leader on residence and citizenship planning, and he regularly provides commentary on the Henley Passport Index. He has been interviewed by top-tier media such as BBC, Quartz, and Bloomberg.

Amit Malhotra is Head, Retail Banking for Standard Chartered Bank Vietnam Limited from 01 October 2014.

Amit has over 19 years of Retail Banking experience across different geographies. He has worked across all functions in Retail Banking including product management – installment and revolving lending products and liabilities, credit operations and risk management, lending operations, service delivery, Six Sigma process management, e-business, automation and project execution, business development and strategic alliances.

Prior to this assignment, Amit was Group Head, Sales, Products and Marketing of Consumer Finance Business from July 2009. He was responsible to drive top line sales and revenue growth of Consumer Finance Business and developed robust China, Korea and Hong Kong business. Before being back to Standard Chartered in 2009, Amit was with Citibank NA, Thailand from 2004 to 2009 in various roles as Director Marketing and Strategy, e-Business, Customer Experience; Director Credit Operations and Regional Credit Initiation Head, Asia Pacific Region.

Amit joined Standard Chartered Bank in 2001 and was Head of Credit Initiation and Operations. He managed all Consumer Banking products including credit cards, mortgages, personal loans and auto loans and managed over 300 people across 25 locations. In 2000 – 2001, Amit was one of the founders of www.makemytrip.com, India’s largest travel portals and largest e-commerce revenue generating portal. From 1995 till 2000, he was with GE Capital as Quality Leader in Retail Financing Business; Regional Sales and Product Head of Auto Loans, Commercial Vehicles, Commercial Equipment Financing.

Amit is a post graduate in business management. He is married to Aparna and they have two daughters.

Thai Nguyen has 18 years of experience across investment management and consulting. Prior to being named CEO of VinaCapital’s asset management business in June 2018, Thai served as General Director of VinaWealth, VinaCapital’s mutual fund business, which primarily targets Vietnamese investors. Starting in January 2014, she built the business from the ground-up, including recruiting and training the team, and launching and distributing new investment products. At the start of 2018, the mutual fund business managed more than USD100 million in assets. Thai first joined VinaCapital in 2008 as Director of Strategy & Fundraising, where she assisted in post-investment management, fundraising, strategic planning, and operations. In 2012, Thai moved to Vietnam Investment Group, a leading private equity firm, where she participated in deal analysis and execution, post-deal integration, and investor relations. Thai started her career in management consulting in the US, working at Hay Management Consulting and Monitor Group (now Monitor-Deloitte), advising Fortune 500 clients on marketing strategy. Thai earned a BA from Harvard University and an MBA from The Wharton School at the University of Pennsylvania. She holds a Fund Management License issued by the State Securities Commission of Vietnam.

Eric Solberg is the Founder and CEO of the EXS Capital Group, an independent investment firm dedicated to Asia. EXS is engaged in two separate businesses, Private Equity and Wealth Management. Eric leads the firm’s Private Equity business, while supervising its Wealth Management practice.

One of EXS’ showcase transactions to date has been the 2013 investment into Son Kim Land, an up-and-coming Vietnamese real estate development company. The deal won “Best Private Placement in Vietnam 2013-2014” at the M&A Forum, organized by the Vietnam Ministry of Planning and Investment. Eric is a Director on Son Kim Land’s board and advises on the company’s strategy and capital structure.

Eric has been involved in the Asian private equity industry since 1991; as an investor, investment banker and entrepreneur, he has invested, advised and raised investor capital through several full business cycles with superior results. Prior to EXS, he was Partner and Head of Japan at CVCI Asia, Citigroup’s proprietary private equity group, where he led investments resulting in the founding of Shui On Land and Asia Broadcast Satellite. Prior to CVCI, Eric founded and ran the Strategic Capital Group, a private equity advisory boutique, where he advised Harbin Brewery, eventually sold to Anheuser-Busch for US$800 million.

Eric started his career in finance at Wasserstein Perella & Co in New York. He graduated from Harvard College, magna cum laude in Social Studies and East Asian Studies, and speaks Japanese.

Barry Winter, Sales & Business Development Director with a focus on the Asian market, is a Senior member of the Pafilia commercial department based in Cyprus. In Cyprus, he is responsible to further develop Pafilia’s Real Estate agent network and also provide his expertise and support to its key partners in Asia. He has developed and maximised the sales in China over the last 5 years to ensure Pafilia’s commercial success and business growth.

Barry joined Pafilia Property Developers in April 2005. Prior to this, he gained experience in managerial positions in the UK, mainly focused on Sales and Business Development, customer support, operations and quality control. 

Barry is a UK citizen but resides in Cyprus since leaving the UK in 2005 with his wife, Chris Winter. Both he and Chris have been employed by Pafilia for 11 years, for the last 5 of which focusing on China and Asian markets, heading the Pafilia Asian team.  

Having worked since February 2000 in Hong Kong and Singapore, Stephan has over 25 years of experience in the banking sector, in the fields of capital markets, asset management and private banking. 

Before founding WMA, Stephan was until June 2015 the Asia CEO of UBP Private Banking (SG & HK), and held a number of high-profile positions at Swiss-Asia (CIO and managing partner, SG & HK), Deutsche Asset Management (MD-Regional head of Sales, SG & HK), Citigroup Private Bank (MD, HK & SG) and BNP Paribas (Head of Treasury APAC and Fixed Income, SG). 

Stephan, a Singapore citizen (French born), holds a Master in Economy & Finance from Sciences Po, Paris and a B.A. in Applied Mathematics from the Université de Paris-Dauphine, Paris.

Hung has more than 16 years’ finance and banking experience in Vietnam and Europe. Hung has been with ANZ for 9 years and has gone through several executive roles in Product & Performance Management, Wealth Management, and Branch Management before taking the Head of Retail Banking in November 2011. He was in the 2011/2012 ANZ Leadership Talent Radar (LTR) program and the 2013/2014 IIB G40 Cohort. Prior to joining ANZ, Hung got senior experience associated with FI business, Cash Management and Financial Analysis in Vietnam and Europe from his positions with JP Morgan Chase, HSBC, and Baxter International. Hung obtained an MBA from the Catholic University of Leuven (Belgium) and Bachelor of Economics from the Hanoi Foreign Trade University (Vietnam).

Mr. Avinash Satwalekar joined VCBF in May 2012. He based in the Ho Chi Minh City office and oversees the overall activities of the organization.  Prior to joining VCBF, Mr. Avinash Satwalekar was a vice president, portfolio manager and research analyst for Franklin Portfolio Advisors (FPA), a division of FTPA. He was a member of the Franklin Small Cap Growth portfolio management team and was the lead manager for the private small cap accounts for FPA. Previous to his role with FPA, Mr. Satwalekar was a vice president and research analyst for Franklin Equity Group. He specialized in research analysis of the computer software industries and IT service companies. Mr. Satwalekar joined Franklin Templeton in 1996 as a management trainee working on Franklin Convertible Securities Fund. Prior to Franklin, he worked for DSP Merrill Lynch in the Debt Origination Group. Mr. Satwalekar received a Bachelor of Commerce degree from the University of Bombay, India and a Masters of Business Administration degree in finance from The Wharton School at the University of Pennsylvania. He is a Chartered Financial Analyst (CFA) Charterholder, and a member of the CFA Institute and the CFA Society of San Francisco (CFASF).

Erdem Ozgul manages sales and operations for Numerix in South Asia, covering India, South East Asian countries, Australia, and New Zealand. He is an avid change agent helping treasury and capital market participants to proactively address industry and client demands.

Numerix is the market’s leading provider of risk analytics technology for the pricing, structuring, modeling, valuation and distribution of any derivative instrument, or portfolio. Numerix risk solutions enable global financial institutions to understand performance, analyse and anticipate future derivatives risks with unparalleled speed and accuracy.

Prior to joining Numerix, Erdem served as Regional Product Business Director, Trade & Risk Management Practice for Reuters Asia. He held several senior-level positions in Reuters from 1998–2005.
 
Erdem holds a MBA degree in Financial Engineering from ESSEC in Paris and a Bachelor of Science in Electronics Engineering from Bogazici University in Istanbul.

Following a distinguished career in the Royal Navy, Tim relocated to the Middle East and established Globaleye in 1999. His vision was to build a global organisation that met the demands of the modern financial services industry whilst addressing the ever-growing complexities of financial planning of global citizens. This is continuously achieved by working collaboratively with Private Banks, Trustees, Law Firms, Family Offices and Fiduciaries to create effective client liquidity and inter-generational wealth transfer solutions that meet the modern needs of HNW families. He is now the CEO and Chairman of Globaleye group, spanning offices from Asia, Africa, Middle East and Europe. Under his leadership, the company has been recognized and awarded for adhering to international standards of financial advice, fully regulated and partnered with some of the largest global financial and insurance institutions. Having appeared on TV and Radio he is a regular commentator in the financial press too. Normally based in the UAE, his partner is a member of the Ruling family of Dubai. When not in Dubai, he has a farm in Devon with his wife Louise, four children, one grandchild and is an avid MG enthusiast.

Barry Mitchell (1958) graduated from Auckland University, New Zealand with an LL.B. in 1981 and a B.Com in 1983. He qualified as a barrister and solicitor of the High Court of New Zealand in 1982, as a solicitor of the Supreme Court of England and Wales in 2000 and as a solicitor of the Eastern Caribbean Supreme Court (British Virgin Islands), also in 2000. 

Upon graduating, Barry joined the firm of Russell McVeagh McKenzie Bartleet & Co and later worked with Simpson Grierson Butler White, in New Zealand.  He then took up a position as the managing director and in-house legal counsel for an international trust company, moving to the BVI in 1996. He subsequently became a partner of the BVI law firm 'Smith-Hughes, Raworth and Mckenzie' in 1998 until 2004, when the firm merged with Maples and Calder.  As part of the merger with Maples and Calder, Barry relocated to Hong Kong to head up the Maples BVI legal team for the Asia Region. Barry remained a partner of Maples and Calder until 2014 when he joined the AMS Financial Group as Group Legal Counsel, to oversee the Group's Asia/Pacific corporate and trust teams. 

Barry played a pivotal role in facilitating the approval by the Hong Kong Stock Exchange (HKSE) for BVI incorporated companies to list on the HKSE and subsequently led the advisory team for the first listing of a BVI company on the HKSE.  Barry is a past president of the BVI Registered Agents Association; a regular speaker at industry conferences and has published a number of articles in the international arena.  Barry is based in Hong Kong. 

Stephen Clark is the Group Chief Distribution Officer of FWD Group.

He has more than 30 years of insurance experience and has spent the last 13 years in the Asian insurance industry.

He worked for over 10 years as Chief Executive Officer of various AIA companies and subsidiaries around Asia; and successfully led one of the largest agencies within the AIA Group.

He has vast experience in setting up and running multi-channel life insurance ventures.

Trinh Duc Cuong has more than 15 years’ experience in banking and financial services organisations. His current post is South Head - Deputy Head of Retail Banking Division at MB Bank.

His past roles include: Head of South Sales Center / Head of SSE Center South at Techcombank; Head of Strategy for Distribution Channel at DongA Bank; and Head of Alternative Channel / Team Head of Direct Sales Channel / Head of Purchasing at HSBC Vietnam.

He has an MBA in Global Banking and Finance from EU University (Switzerland).

Sancho Chan is Chief Investment Officer and Head of Asset Liability Management, Sun Life Asia. In the Asia Regional Office Leadership team, Sancho is responsible for the formulation and execution of Investment and ALM Strategies in the Asian Region. He is based in Hong Kong.

Sancho has 25 years of investment experience covering public fixed income, equities, private placements, mortgages, real estate and derivatives in Canada, US and the UK. He is a member of the Sun Life Global Investments Leadership team. Sancho holds a Bachelor of Science degree and is a postgraduate in business management. He is married with one daughter and enjoys hiking in his spare time.

Founder & CEO of Rameses, Khanh leads an international team comprising of US, Australian, and Vietnamese professionals advising private clients on their immigration, tax, and wealth management planning. He is one among the rare Vietnamese-origin US attorneys specializing in US tax law with intimate familiarity with Vietnam’s business environment and culture. His expertise in US tax law uniquely positions him in the Vietnamese market as a wealth advisor because tax law touches almost every sector of business and wealth. 

Prior to founding Rameses, Khanh was a foreign registered lawyer at YKVN, where he gained considerable experience working with well-established institutions, corporate groups, and individuals in solving complex cross-border legal issues in practice areas including trust, M&A, finance, banking, and general corporate law. 

Khanh also invests with particular interest in education, including serving as Chairman at Hoa Sen College and a Board Member of Eko English Pronunciation.

Ms Kim Cuong (KC) is currently Chief Executive Officer and Chief Investment Officer at Manulife Asset Management (Vietnam). She started her career as an auditor at KPMG, she was a senior lecturer at University of Economics Ho Chi Minh City and Bolton University in Vietnam, she had an extensive experience in corporate finance and M&A activities when working as planning manager at PepsiCo Vietnam. She had held the position of senior equity analyst, equity portfolio manager and head of equities at Manulife Asset Management (Vietnam).

Ms KC hold a Master degree in business (major in Accounting and Finance) from Monash University (Australia) and, a CFA charter holder and hold Fund Management Certificate from State Securities Commission of Vietnam.

Afonso has over 15 years’ experience in asset management and personal financial planning. He is licensed by the Financial Planning Association of Singapore and affiliated with the Market Technicians Association of New York. He is a regular contributor to magazines in Asia. Afonso is often sought after as a guest speaker on matters related to international finance. He works in Singapore, Saigon and Shanghai. Afonso founded Total Wealth Management Pte Ltd in 2003. He was appointed Portugal's Hon. Consul in Ho Chi Minh in 2011, with the main task of attracting FDI from Vietnam to Portugal and vice-versa.

Andreas Vogelsanger is the CEO and Founder of the AFC Vietnam Fund, which invests in Vietnamese listed equities to capture value in growth companies; especially in the small to medium size company segment. He is also one of the Founders of Zapevo Limited, a price comparison platform for luxury goods, empowering customers with an AI driven valuation tool. Prior to launching the AFC Vietnam Fund and establishing Zapevo Limited, Andreas was a Founding Partner and Chairman of a small corporate finance boutique in Bangkok and he worked for top-level investment banks, hedge funds and private banks in Zurich, Geneva, London, Hong Kong and Singapore. He is passionate in finding the best value solutions for clients in tailoring an optimal investment proposition. Andreas was awarded an AMP diploma from Wharton Business School, University of Pennsylvania and he also holds CEFA (Certified European Financial Analyst and Portfolio Manager) and FRM (Financial Risk Manager) diplomas.

Bao Nguyen, Country Director of GoBear Vietnam, has over 25 years of international experience in financial services working in various countries, including the US, South Korea, Singapore, and Vietnam. He has served in senior leadership roles at Prudential, AIA, Citibank, Samsung, Standard Chartered, and BIDV Metlife before joining GoBear. Vietnamese by birth, Bao Nguyen was raised in Washington DC in the US. He graduated from the University of Maryland College Park, majoring in Economics. Bao holds a Fund Management License issued by the State Securities Commission of Vietnam.

With more than 30 years of relevant industry experience, David spent the first 19 years of his professional life in banking and wealth management. Beginning in client-facing sales roles, he moved on to building, managing and developing high-performance teams of client-facing Wealth Managers in large financial services organisations in the UK. In 2001, he founded a consulting and training business, and established it in South East Asia. He successfully worked on over 200 assignments with clients across Asia, India, and The Middle East. In 2011, David joined Hubbis, becoming Head of Learning Solutions. David has directed and managed a range of projects around the region with many large international and Asian-based private banks, wealth management organisations and other financial services institutions. These have focused on the development of senior and middle-management skills, front-line sales staff skills and knowledge, as well as sales, sales management and client engagement process development. Clients with which David has created and delivered skills training include: AXA; BSI Bank; Bank of Singapore; Bank Julius Baer; Barclays Wealth; Coutts; Credit Suisse; EFG Bank; HSBC Private Bank; Prudential; The Royal Bank of Scotland; UBS; UOB; and Zurich International.

Hanh has more than 20 years of experience in finance and investment in Vietnam since the debut of Vietnam Stock market. She has involved in different roles from research, portfolio management, and product development as research analyst, portfolio manager, Chief Investment Officer, and Deputy CEO in 17 years from the establishment of VietFund Management. in 2021 she becomes Head of Domestic Asset Management in DCVFM after merging between Dragon Capital and VietFund Management. She is responsible for product and business development, fundraising and digital distribution in Vietnam.

Sylvie Ma is the Managing Partner of Henley & Partners Law Firm Ltd (Vietnam) and she is responsible for the company’s operation and development across Vietnam by providing residence and citizenship planning.  With over 10 years’ experience in the area, she specializes in providing solutions through forward thinking, integrated and result-oriented advice on immigration and has helped hundreds of Vietnamese nationals to settle overseas and/or acquire a second passport. With her legal and educational background in business, she has a deep knowledge and understanding of investment, accounting, finance, and M&A as well as corporate structures to comprehend and navigate the complexity of proving the client’s source of funds for the client’s residence or citizenship application.

She is a licensed Canadian lawyer and registered foreign lawyer in Vietnam.  She is also a member of Quebec Bar Association (Barreau du Québec), Canadian Bar Association and Investment Migration Council. Mrs. Ma holds a Bachelor of Law degree from Ottawa University and Bachelor of Commerce degree majoring in Finance and International Business from Concordia University.  She is fluent in English, French, Vietnamese and Cantonese.

Minh Nguyen oversees the Vietnam market for Aetna International in Asia Pacific. In this role, she is responsible for managing relations with fronting partner and reinsurance companies, ensuring operational excellence, ensuring that international standards are provided to valued customers, exploring new market segments and overseeing business operations nationwide. An Aetna employee since 2015, she was previously with AIG (American International Group) for nearly a decade. With her broad experience and expertise, Minh is a proven leader and strategic thinker.

We're part of Aetna, a Fortune 100 company in the United States. We are world leaders in providing health care benefits with a 160-year heritage of strength and expertise. For more than five decades, we’ve extended that strength across the globe, leveraging our deep market knowledge and delivering on the goals that matter most to the people we serve. Aetna continues to rapidly expand across Asia, most recently by licensing in Hong Kong in 2018 and acquiring Bupa Thailand in 2017, as well as launching its Asian Innovation Hub in Singapore in 2016, which seeks to develop region-specific health solutions tailored for local markets in Asia. Vietnam is the fasting growing insurance market in the world and has one of the fastest growing ultra-high net worth (UHNW) population . We have the ambitious vision to make Vietnam into a market with new and unique health cover options which go ‘broader and deeper’ into the local health care market, bringing high quality and affordable healthcare to many more Vietnamese.

2018, Mr. Thien started a new journey to build up wealth management solutions for Vietnamese affluent as well as High Net Worth Individuals. 2010 – 2017, Mr. Thien lead a dedicated team of experienced brokers, while at the same time, together with counterparties, Mr. Thien builds bespoke financial products addressing the needs of discerning clients. Designing incentives and risk policies, with an ever-watchful eye on compliance practices take up the remainder of his time. Thien previously pursued a career in banking in which he worked in several areas for leading banks such as ANZ, where he is still considered to be one of the best in terms of professionalism. His other 20 years of banking experience, includes Citibank NA, Deutsche Bank AG Vietnam, and Vietcombank Ho Chi Minh city Branch. Thien has a strong academic record; he holds a Master of Business Administration of Strategic Management degree from the Maastricht School of Management of Netherlands and a Bachelor of Credit Analysis degree from the Banking School of Vietnam, this coupled with his outstanding professional business background, makes him as sought after speaker.

Ms. Hang joined SSI Securities Corporation (SSI) since 2007 and became CEO of SSIAM since 2010. She has many years of experience in SSIAM, SSI and at W.P. Stewart, a New York–based asset management firm. In SSI, she acted as Managing Director and Head of SSI’s Research & Investment Advisory Department, cum Assistant to the Chairman of SSI and Head of Institutional Sales. She is currently Chairman of Southern Seed Company, Vice Chairman of National Seed Company and Chairman of SSIAM SIF and SSIAM UCITS funds. Ms. Hang holds a Master in Finance and BA in Accounting from American University, USA.

Sumeet Bhambri, Regional Head - Wealth Management at Standard Chartered Bank responsible for strategy, business and product development for the Bank across ASEAN & South Asia [ASA] and Singapore. In his role, Sumeet also oversees the advisory services offered by the Bank for investments, treasury and insurance products to the Retail, Private and Business and Commercial Clients segments. He has been with the Bank for over ten years.

Earlier roles within Standard Chartered Bank included that of Regional Head of Wealth Management Europe MENAP and UAE, Regional Head of Wealth Management Middle East and Head of Priority and International Clients Middle East, Regional Head of Wealth Management Middle East, General Manager of Wealth Management UAE, and Regional Head of Investments & Treasury Products, Wealth Management, Middle East and Africa wherein he was responsible for driving new product development, training and governance across the region.

Before joining the Bank, Sumeet worked with ABN Amro Bank, UAE in Van Gogh Preferred Banking as well as with Alliance Capital Asset Management in India for five years heading up the institutional sales and distribution for North India.

Sumeet holds a CFA charter and a Master’s degree in Finance from Delhi University. He is married with two children and enjoys playing squash and golf in his spare time.

Mr Raju is the Founder & Adviser of Blueprint Planning (M) Sdn Bhd (CMSL/A0254/2009), a financial planning specialist licensed by the Securities Commission of Malaysia, immediate past President of Malaysian Financial Planner and Advisor Association (MFPAA). A life member of the Million Dollar Round Table (MDRT), he began his career in the life insurance industry in both the life and general insurance. He holds a Capital Markets Services Representative License from the Securities Commission of Malaysia and is a licensed Financial Planner providing financial planning advice through a structured six-step process. In all, his accumulated experience in the financial services industry spans more than 30 years. Mr Raju is also a regular presenter at conferences and training courses both in Malaysia as well as regionally and has addressed audiences in the Philippines, Jakarta and India on various topics relating to personal finance, insurance planning, debt management, business insurance, wealth management and financial planning. He has been a regular contributor of articles on financial matters to magazines such as Personal Money, 4E Journal and Smart Investment. He has also authored and published two books: Winning strategies in financial planning and A Strategic Plan to Achieve the MDRT, which was reproduced in Mandarin, Malay and Tamil language versions.

Fabien Jeudy is Senior Vice President and Chief Operating Officer of Sun Life Financial Asia. In the Asia Leadership team, Fabien is responsible for the management and business oversight of Finance, Actuarial, Risk, Compliance, Legal, IT, Operations and Product Development in the region. Fabien was appointed to the role in October 2012 and is based in Sun Life's Asia Regional Office in Hong Kong. 

Fabien joined Sun Life in 1990. Prior to assuming his current role, he was Chief Actuary for the region bringing 26 years of actuarial experience gained in Canada, the United States, Indonesia, the Philippines, Hong Kong and India.

Fabien holds a Bachelor of Mathematics in Actuarial Science and is a Fellow of the Society of Actuaries, at the Canadian Institute of Actuaries, the Institute of Actuaries of India and the Actuarial Society of 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.

Trinh Duc Cuong has more than 15 years’ experience in banking and financial services organisations. His current post is South Head - Deputy Head of Retail Banking Division at MB Bank.

His past roles include: Head of South Sales Center / Head of SSE Center South at Techcombank; Head of Strategy for Distribution Channel at DongA Bank; and Head of Alternative Channel / Team Head of Direct Sales Channel / Head of Purchasing at HSBC Vietnam.

He has an MBA in Global Banking and Finance from EU University (Switzerland).

Following a distinguished career in the Royal Navy, Tim relocated to the Middle East and established Globaleye in 1999. His vision was to build a global organisation that met the demands of the modern financial services industry whilst addressing the ever-growing complexities of financial planning of global citizens. This is continuously achieved by working collaboratively with Private Banks, Trustees, Law Firms, Family Offices and Fiduciaries to create effective client liquidity and inter-generational wealth transfer solutions that meet the modern needs of HNW families. He is now the CEO and Chairman of Globaleye group, spanning offices from Asia, Africa, Middle East and Europe. Under his leadership, the company has been recognized and awarded for adhering to international standards of financial advice, fully regulated and partnered with some of the largest global financial and insurance institutions. Having appeared on TV and Radio he is a regular commentator in the financial press too. Normally based in the UAE, his partner is a member of the Ruling family of Dubai. When not in Dubai, he has a farm in Devon with his wife Louise, four children, one grandchild and is an avid MG enthusiast.

Mr Raju is the Founder & Adviser of Blueprint Planning (M) Sdn Bhd (CMSL/A0254/2009), a financial planning specialist licensed by the Securities Commission of Malaysia, immediate past President of Malaysian Financial Planner and Advisor Association (MFPAA). A life member of the Million Dollar Round Table (MDRT), he began his career in the life insurance industry in both the life and general insurance. He holds a Capital Markets Services Representative License from the Securities Commission of Malaysia and is a licensed Financial Planner providing financial planning advice through a structured six-step process. In all, his accumulated experience in the financial services industry spans more than 30 years. Mr Raju is also a regular presenter at conferences and training courses both in Malaysia as well as regionally and has addressed audiences in the Philippines, Jakarta and India on various topics relating to personal finance, insurance planning, debt management, business insurance, wealth management and financial planning. He has been a regular contributor of articles on financial matters to magazines such as Personal Money, 4E Journal and Smart Investment. He has also authored and published two books: Winning strategies in financial planning and A Strategic Plan to Achieve the MDRT, which was reproduced in Mandarin, Malay and Tamil language versions.

Ms Kim Cuong (KC) is currently Chief Executive Officer and Chief Investment Officer at Manulife Asset Management (Vietnam). She started her career as an auditor at KPMG, she was a senior lecturer at University of Economics Ho Chi Minh City and Bolton University in Vietnam, she had an extensive experience in corporate finance and M&A activities when working as planning manager at PepsiCo Vietnam. She had held the position of senior equity analyst, equity portfolio manager and head of equities at Manulife Asset Management (Vietnam).

Ms KC hold a Master degree in business (major in Accounting and Finance) from Monash University (Australia) and, a CFA charter holder and hold Fund Management Certificate from State Securities Commission of Vietnam.

Andreas Vogelsanger is the CEO and Founder of the AFC Vietnam Fund, which invests in Vietnamese listed equities to capture value in growth companies; especially in the small to medium size company segment. He is also one of the Founders of Zapevo Limited, a price comparison platform for luxury goods, empowering customers with an AI driven valuation tool. Prior to launching the AFC Vietnam Fund and establishing Zapevo Limited, Andreas was a Founding Partner and Chairman of a small corporate finance boutique in Bangkok and he worked for top-level investment banks, hedge funds and private banks in Zurich, Geneva, London, Hong Kong and Singapore. He is passionate in finding the best value solutions for clients in tailoring an optimal investment proposition. Andreas was awarded an AMP diploma from Wharton Business School, University of Pennsylvania and he also holds CEFA (Certified European Financial Analyst and Portfolio Manager) and FRM (Financial Risk Manager) diplomas.

Hanh has more than 20 years of experience in finance and investment in Vietnam since the debut of Vietnam Stock market. She has involved in different roles from research, portfolio management, and product development as research analyst, portfolio manager, Chief Investment Officer, and Deputy CEO in 17 years from the establishment of VietFund Management. in 2021 she becomes Head of Domestic Asset Management in DCVFM after merging between Dragon Capital and VietFund Management. She is responsible for product and business development, fundraising and digital distribution in Vietnam.

Sancho Chan is Chief Investment Officer and Head of Asset Liability Management, Sun Life Asia. In the Asia Regional Office Leadership team, Sancho is responsible for the formulation and execution of Investment and ALM Strategies in the Asian Region. He is based in Hong Kong.

Sancho has 25 years of investment experience covering public fixed income, equities, private placements, mortgages, real estate and derivatives in Canada, US and the UK. He is a member of the Sun Life Global Investments Leadership team. Sancho holds a Bachelor of Science degree and is a postgraduate in business management. He is married with one daughter and enjoys hiking in his spare time.

Erdem Ozgul manages sales and operations for Numerix in South Asia, covering India, South East Asian countries, Australia, and New Zealand. He is an avid change agent helping treasury and capital market participants to proactively address industry and client demands.

Numerix is the market’s leading provider of risk analytics technology for the pricing, structuring, modeling, valuation and distribution of any derivative instrument, or portfolio. Numerix risk solutions enable global financial institutions to understand performance, analyse and anticipate future derivatives risks with unparalleled speed and accuracy.

Prior to joining Numerix, Erdem served as Regional Product Business Director, Trade & Risk Management Practice for Reuters Asia. He held several senior-level positions in Reuters from 1998–2005.
 
Erdem holds a MBA degree in Financial Engineering from ESSEC in Paris and a Bachelor of Science in Electronics Engineering from Bogazici University in Istanbul.

Sumeet Bhambri, Regional Head - Wealth Management at Standard Chartered Bank responsible for strategy, business and product development for the Bank across ASEAN & South Asia [ASA] and Singapore. In his role, Sumeet also oversees the advisory services offered by the Bank for investments, treasury and insurance products to the Retail, Private and Business and Commercial Clients segments. He has been with the Bank for over ten years.

Earlier roles within Standard Chartered Bank included that of Regional Head of Wealth Management Europe MENAP and UAE, Regional Head of Wealth Management Middle East and Head of Priority and International Clients Middle East, Regional Head of Wealth Management Middle East, General Manager of Wealth Management UAE, and Regional Head of Investments & Treasury Products, Wealth Management, Middle East and Africa wherein he was responsible for driving new product development, training and governance across the region.

Before joining the Bank, Sumeet worked with ABN Amro Bank, UAE in Van Gogh Preferred Banking as well as with Alliance Capital Asset Management in India for five years heading up the institutional sales and distribution for North India.

Sumeet holds a CFA charter and a Master’s degree in Finance from Delhi University. He is married with two children and enjoys playing squash and golf in his spare time.

Having worked since February 2000 in Hong Kong and Singapore, Stephan has over 25 years of experience in the banking sector, in the fields of capital markets, asset management and private banking. 

Before founding WMA, Stephan was until June 2015 the Asia CEO of UBP Private Banking (SG & HK), and held a number of high-profile positions at Swiss-Asia (CIO and managing partner, SG & HK), Deutsche Asset Management (MD-Regional head of Sales, SG & HK), Citigroup Private Bank (MD, HK & SG) and BNP Paribas (Head of Treasury APAC and Fixed Income, SG). 

Stephan, a Singapore citizen (French born), holds a Master in Economy & Finance from Sciences Po, Paris and a B.A. in Applied Mathematics from the Université de Paris-Dauphine, Paris.

Dominic Volek is Group Head of Private Clients at Henley & Partners and a member of the Executive Committee. Originally from South Africa, he now spends his time between London, Dubai, and Singapore as a private client specialist in residence and citizenship planning and provides advice to ultra-high-net-worth individuals and their families across the globe. His work targets countries that are deemed most attractive to wealthy individuals in terms of mobility, security, privacy, personal tax, estate planning, and lifestyle. He is also a member of the firm’s Government Advisory practice, providing strategic advice to governments on the design, implementation, and promotion of successful investment migration programs. Dominic is a certified Chartered Accountant CA (SA), holding both a Bachelor of Commerce in Accounting with Honors and Bachelor of Arts in Corporate Communication. Prior to joining Henley & Partners, Dominic had a successful career as part of the Senior Management team in one of the big four accounting and advisory firms in Singapore, South Africa, and the USA. Dominic is frequently sought after as a speaker and thought leader on residence and citizenship planning, and he regularly provides commentary on the Henley Passport Index. He has been interviewed by top-tier media such as BBC, Quartz, and Bloomberg.

Barry Mitchell (1958) graduated from Auckland University, New Zealand with an LL.B. in 1981 and a B.Com in 1983. He qualified as a barrister and solicitor of the High Court of New Zealand in 1982, as a solicitor of the Supreme Court of England and Wales in 2000 and as a solicitor of the Eastern Caribbean Supreme Court (British Virgin Islands), also in 2000. 

Upon graduating, Barry joined the firm of Russell McVeagh McKenzie Bartleet & Co and later worked with Simpson Grierson Butler White, in New Zealand.  He then took up a position as the managing director and in-house legal counsel for an international trust company, moving to the BVI in 1996. He subsequently became a partner of the BVI law firm 'Smith-Hughes, Raworth and Mckenzie' in 1998 until 2004, when the firm merged with Maples and Calder.  As part of the merger with Maples and Calder, Barry relocated to Hong Kong to head up the Maples BVI legal team for the Asia Region. Barry remained a partner of Maples and Calder until 2014 when he joined the AMS Financial Group as Group Legal Counsel, to oversee the Group's Asia/Pacific corporate and trust teams. 

Barry played a pivotal role in facilitating the approval by the Hong Kong Stock Exchange (HKSE) for BVI incorporated companies to list on the HKSE and subsequently led the advisory team for the first listing of a BVI company on the HKSE.  Barry is a past president of the BVI Registered Agents Association; a regular speaker at industry conferences and has published a number of articles in the international arena.  Barry is based in Hong Kong. 

Ms. Hang joined SSI Securities Corporation (SSI) since 2007 and became CEO of SSIAM since 2010. She has many years of experience in SSIAM, SSI and at W.P. Stewart, a New York–based asset management firm. In SSI, she acted as Managing Director and Head of SSI’s Research & Investment Advisory Department, cum Assistant to the Chairman of SSI and Head of Institutional Sales. She is currently Chairman of Southern Seed Company, Vice Chairman of National Seed Company and Chairman of SSIAM SIF and SSIAM UCITS funds. Ms. Hang holds a Master in Finance and BA in Accounting from American University, USA.

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.

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.

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.

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.

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.

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.