VIETNAM WEALTH MANAGEMENT FORUM 2023

Minh Nguyen is an Innovative Executive in Healthcare and Insurance services. Her current job is as Country Lead, Vietnam of Allianz Partner, partnering with Bao Viet General Insurance in Vietnam. Allianz Partners belongs to the world's leading financial and insurance group ALLIANZ, is a B2B2C expert in creating and providing unique solutions that combine services, insurance and technology to provide the protection and care of consumers and partners around the world. Allianz Partners specializes in home insurance, auto & health insurance and travel insurance. Allianz Partners solutions are made available to business partners and, in some cases, are integrated into their own customer offerings. She has nearly 20 years’ experience in leadership roles in insurance in emerging markets, fronting partnership, general management responsibilities ensuring operational excellence, merging and acquisitions, distribution management, talent development and driving profitable growth. Her previous employment was at Aetna International, American International Group (AIG), Prudential Insurance, APAVE Consulting (enterprises quality certification consulting) and Taylor Nelson Sofres (media research). She graduated with honors at Foreign Trade University, hold a Master of Science, Bournemouth University, United Kingdom and EE, Global Healthcare Leadership at Harvard Medical School. She has been volunteering at recent committees: APAC Women Inspiring Success and Excellence (WISE) with event series to embrace D&I, drive changes and create platforms to support women’s opportunities around the region. Member of Board of Governors of the American Chamber of Commerce, HCM chapter in Vietnam 2019-2022, including as its Vice Chair and EXCOM committee in 2019. Co-founder of AmCham Women in Leadership Committee and continue to serve as its Co-Chair. Vice Chair for Private Insurance committee of AmCham Healthcare committee. Strategic Planning Advisor for Private Insurance/Payer groups & participate in several projects relating to Quality Healthcare improvement for Vietnam and advising in the promising Health/Med Tech, InsurTech start-ups.

Vibhooti Chaturvedi is Avaloq’s Regional Sales Director for South Asia, with 20 years of experience in core banking, digital banking, wealth management software and other enterprise solutions. He is responsible for driving Avaloq’s impressive growth in South Asia and is based in Singapore. He works closely with the region’s banks and wealth managers to ensure the successful digital transformation of their wealth management platforms.

Evrard Bordier is chief executive officer of Bordier & Cie, Singapore. He has been managing partner of Bordier & Cie Group since 2011, and president of the board of Bordier Bank (TCI) since 2000. Prior to his current role in Singapore, he served as managing director of Bordier International in London for 10 years. Evrard has been in the financial industry for more than 20 years, during which he has garnered extensive international experience holding diverse positions in Singapore, Hong Kong, Geneva, Zurich, and London. Between 1997 and 2000, he served as chief of staff for the Financial Planning and Wealth Management Business Division of UBS in Zurich, overseeing all of its asset management business units across the world. Prior to that, he was a client adviser in the private banking department of Swiss Bank Corporation in Singapore where he covered the markets of Indonesia and Taiwan. He first moved to Asia in 1994 and joined Nomura International in Hong Kong as a broker. Evrard began his professional career as a lawyer at Lenz & Staehelin in Geneva, specialising in the banking and finance practice. Evrard is a direct descendant and fifth generation of the bank’s founding family. He is a member of the Society of Trust and Estate Practitioners, the Turks and Caicos Islands Bankers Association, the Financial Industry Association, and the Swiss Financial Planner Organisation.

Head of Consulting and Product Management for Comarch Capital Markets. He holds a Ph.D. degree in Economics from the Cracow University of Economics and an Executive Master of Business Administration from the Stockholm University School of Business. He has been with Comarch since 1998, and specialises in investment management, investment advisory, market efficiency and performance measurement. He helps banks design processes and improve communication with clients in the area of wealth management and financial product distribution.

Kamolchanok Dhilokratchatasakul, a Business Development Manager at Comarch's Bangkok regional office, drives financial solutions across Thailand and Southeast Asia. With over 5 years of experience in IT solutions for the banking industry and an Investment Consultant license from the Stock Exchange of Thailand (SET), she specializes in banking solutions, including Wealth Management, Corporate Banking, Factoring solution, and Loyalty Management.

Rainer Michael Preiss is a German national and an investment advisor based in Singapore. He has over 25 years of experience in global private banking and multi-family office business across Europe, Middle East, Africa and Asia. Michael was previously the Chief Equity Strategist at Standard Chartered Bank (SCB) where he was one of seven voting members on the Global Investment Council which decided on SCB’s global investment policy. He is also a prolific and renown contributor to the financial media world where he is a columnist for Forbes and is frequently featured on Bloomberg, CNA and CNBC. Michael’s passion and commitment to emerging markets has earned him significant recognition as a board director for a prominent index fund based in Sri Lanka, as well as a distinguished visiting lecturer of Finance in Hong Kong, Singapore, China and Mongolian universities. With his dedication to deepening international relations and fostering investment opportunities in emerging markets, Michael was one of the key founding members of the Kazakhstan-Singapore Business Council. Michael is a graduate of the European Business school, having studied at the centres in London, Paris and Bologna. Michael, in addition to being fluent in Japanese, studied intensive Mandarin Chinese at Beijing Language and Culture University (BLCU), as well as Yonsei University Korean Language Program in Seoul, South Korea.

Mathieu has been present at Evooq since the inception of the company, as the co-founder. He has contributed to the development of the solutions as well as the strategic roadmap. On top of his current title as the Chief Product Officer, Mathieu is also a part of the Client Success team. Mathieu has several years of experience in the implementation of analytical systems in the Financial and Insurance industry. He worked in trading at a Tier 1 investment bank, responsible for the implementation of risk analytic capabilities globally. Mathieu has obtained a PhD in Mathematics focused on applications for Risk Management in Finance and Insurance, in collaboration with regulators. He graduated from the University of Cambridge and EPFL.

Damian was most recently appointed to a new position as Chief Customer Officer and a member of its executive team, prior to his current role Damian was the Chief Trading Officer for Exness with oversight for its global retail market making business. Prior to Exness, Damian was Chief Commercial Officer at Saxo Bank and a member of its board of management. Before working in Fintech, Damian had a 20 year banking career holding a variety of Managing Director positions in Trading and Markets at global banks including Goldman Sachs, Barclays Capital and Sberbank

An enthusiastic and professional financial market strategist with more than 15 years of experience in the banking and financial services industry. Dat Tong is a world-wide figure with more than 43,000 followers from 150+ countries alone on TradingView, which is the top #1 social platform for sharing financial views. Dat Tong, is currently a Senior Market Strategist at Exness Global Limited

Joining Credit Suisse in 1998 as an analyst, Philipp Piaz commenced his comprehensive career in private banking and wealth management. During his time at Credit Suisse, Philipp held a number of senior roles, relocating from Zürich to Singapore in 2001 to undertake Thailand Private Client Business Development in his role as Vice President. In 2004, Philipp joined the senior management of Deutsche Bank AG, with whom he was affiliated for 5 years. In his role as Director, Philipp was responsible for the development of Deutsche Bank’s Thai Private Client Business. In 2009, he became Co-Founder & Managing Partner at Finaport, overseeing the expansion of the firm's Asian operations. Philipp is a founding member of the Association of Independent Asset Managers (AIAM) in Singapore, and was appointed President of the AIAM in 2018. Philipp undertook Elementary Studies of Economics and Law at University of St. Gallen in Switzerland.

Jacky Poh is the Deputy Managing Partner for Henley & Partners Singapore and is a member of the Investment Migration Council. Jacky specializes in residence- and citizenship-by-investment planning services for high-net-worth (HNW) private clients. He holds an MBA from the University of Manchester and a bachelor’s degree in mechanical engineering, specializing in ergonomics and with a minor in entrepreneurship. For the past decade, Jacky has managed HNW client assets in both local and foreign private banks in Asia. With his experience as a wealth management practitioner, he relates well to HNW individuals and is able to address clients’ concerns with the most appropriate solution. Jacky is proficient in both English and Mandarin.

Jamie Bubb-Sacklyn is a U.K. Chartered Financial Planner with a decade of experience in private wealth management. He currently specialises in wealth and succession planning for high-net-worth individuals and family offices. After graduating from Cardiff University with a Bachelor’s degree in Pure Mathematics, Jamie commenced his career at RBC Brewin Dolphin in Cheltenham, UK. In early 2018 he moved to Malaysia to bring the U.K. model of advice and client service to the international HNW and expatriate market. He holds the Advanced Diploma in Financial Planning and is a Chartered Financial Planner with the Chartered Insurance Institute, regularly leading seminars to educate the community on succession planning and evolving regulations. Outside of work he is a keen footballer and trail runner as well as an extensive traveller and reader. Jamie believes exploring different cultures is key as he works with clients from many different backgrounds.

Reuben van Dijk is a highly experienced professional in the private banking sector. He is currently a board member of Melbourne Capital Group, a company that specializes in providing bespoke financial solutions for high-net-worth individuals and families. Throughout 2022 the company has seen significant growth and success during its expansion into the ASEAN region. Reuben has a deep understanding of the financial markets, and a keen eye for identifying opportunities for his clients. He holds an Associate Degree in Accounting from the University of Tasmania and a Diploma in Financial Services. His professional experience also includes institutional derivatives brokerage and commercial banking. Melbourne Capital Group have expertise in structuring and implementing complex financial plans, including asset management, offshore structures, holding companies, multinational commercial agreements, and complex financing structures. They have a proven track record of delivering excellent results for their clients. Reuben's interests include traveling and reading. He believes that these activities provide unique perspectives on life and business and incorporates his experiences and learnings into his work at Melbourne Capital Group.

Peter is the Chief Digital and Transformation officer for SSI. His responsibilities are leadership of the Digital and Transformation office and ownership and delivery of key strategic projects across SSI. Peter joined SSI in August 2022. Peter’s previous role was at Eastspring Investments in Singapore, leading all technology functions across 13 offices as the Chief Information Officer. During his time at Eastspring, Peter also led the transformation and delivery of strategic change projects such as the launch of new Wealth Management Platforms across Malaysia and Taiwan, M&A in Thailand, as well as leading Eastspring’s Singapore's response to the COVID-19 pandemic. Before joining Eastspring, Peter was the Principal Consultant and Architect at Avaloq, a Swiss Fintech specialising in Wealth Management, Private Banking and Business Process Outsourcing. Previously, Peter worked as a strategy consultant with the Commonwealth Bank of Australia and in various project delivery and advisory roles at Macquarie Bank, specialising in M&A and Alternative Asset Management.

Tan Woon Hum is widely regarded as one of the rare senior market leaders specialising in investment funds, REITs and trusts, especially Variable Capital Companies (VCCs) and family offices. He heads a team of specialist lawyers in the Trust, Asset & Wealth Management practice at major Singapore law firm Shook Lin & Bok LLP. He is ranked as a Band 1 leading investment funds lawyer by Chambers Asia-Pacific since 2014 and top 100 lawyer in Singapore by Asia Business Law Journal in 2023. He advises on fund formation, (including hedge funds, private equity funds, venture capital funds, real estate funds and single-family funds) using Singapore funds (including VCC) and offshore funds structures (eg. Cayman LP funds and segregated portfolio companies). He drafts and reviews the full range of fund documents and is extremely well versed with independent asset managers, external asset managers, multi-family offices and single-family offices, and has an extremely strong track record in securing the relevant regulatory licences and exemptions. His excellent and long-term professional relationship with the local regulators, authorities and major industry players add credence to his practice. He has advised on and helped clients launched about 100 VCCs as at May 2023. He has extensive experience in advising private clients (including ultra-high net worth individuals and single-family offices) and trustees on the establishment of private trusts, family offices, single-family funds, Sections 13O and 13U (formerly 13R and 13X) structures and drafts trust documents, fund documents, global investor programme documents and family charters. Woon Hum is bi-lingual (English and Mandarin), has a law degree and a MBA (Finance). He is a highly sought after speaker and speaks regularly at public conferences, forums and seminars since 2002 in Singapore, Beijing, Shanghai, Hong Kong, Dubai, Bangkok, Ho Chi Minh and Kuala Lumpur.

Zac has experience in all areas of international private client law including cross border tax, trust, estate, family, divorce and succession laws. Zac also has extensive experience advising in relation business family and family office governance and succession planning, and international private client regulatory laws, including the Common Reporting Standard, Mandatory Disclosure Rules, Economic Substance Rules and Beneficial Ownership Registers.

Abhi is an Associate Partner at Synpulse, spearheading the firm's expansion efforts and growth strategies in emerging markets like Vietnam and the Philippines, specifically in private banking and wealth management. With an extensive background in various dimensions of the wealth management and private banking sector, Abhi's expertise stretches across pure-play private banks, fintechs, service providers, and consulting. He has been instrumental in guiding many of Synpulse's clients and financial institutions that are venturing into the wealth business and facilitating their transformation journeys.

Mukesh is leading Retail Digital Business for Techcombank Vietnam. Together with a diverse mix of business directors, senior product owners, data & technology team - he is responsible for driving digital transformation of consumer business for the bank. Mukesh has close to two decades of experience in Banking and Financial Services industry in Asia markets. He has worked across Global MNC organizations and country specific start-ups; worked in well-established matured markets like Hong Kong, Singapore to emerging and fast developing markets like India, Indonesia & Vietnam. Mukesh brings along diverse experience in leading large scale strategic initiatives across business value chain - sales & distribution digitization, robotics process automation and operational excellence, customer experience transformation, target operating model optimization, direct to customer and digital assisted omni-channel advisory services.

Gauraw has over 20 years of experience in Banking and Wealth Management in Asia. He has extensive background in building and managing large scale businesses in top global and domestic financial institutions like Standard Chartered, GE, ICICI, VPBank and VNDIRECT. He has diverse experience across wealth & asset management, fintech & digital platforms, customer segmentation, retail banking and capital markets. He has been in Vietnam since 2018 and is currently the Head of Private, Affluent, Mass-affluent Banking & Wealth Management VPBank. Gauraw has been a regular speaker in prestigious industry forums and has featured articles in leading publications.

Brook Taylor is the Chief Executive Officer – Asset Management of VinaCapital. Mr Taylor has lived and worked in Vietnam since 1997, and has more than 25 years of management experience, including more than eight years as a senior partner with major accounting firms. Previously, he was deputy managing partner of Deloitte in Vietnam and head of the firm’s audit practice. He was also managing partner of Arthur Andersen Vietnam and a senior audit partner at KPMG. Mr Taylor’s expertise spans a broad range of management and finance areas including accounting, business planning, audit, corporate finance, taxation, and risk management. He holds an Executive MBA from INSEAD and a Bachelor of Commerce and Administration from Victoria University of Wellington.

Eric has 30 years of experience in asset management and wealth management. He has held senior roles in management, sales and strategy as a Managing Director at AllianceBernstein, Hartford Funds and New York Life. Eric is based in Ho Chi Minh City and is responsible for sales and marketing for VinaCapital Asset Management’s retail and institutional businesses. Eric earned a BA from Occidental College in Diplomacy & World Affairs, with a Minor in Asian Studies.

Manh (Mike) Nguyen

Manh is an Investment Director at VinaCapital, where he manages Forum One-VinaCapital Vietnam Fund (VVF).

Manh has 17 years of experience in investment and fund management covering
Vietnam and frontier markets. Before joining VinaCapital, he was a portfolio manager at KIM Vietnam Fund Management for KIM Vietnam Growth Fund (UCITS) and other mandates. Prior to that, he was at Franklin Templeton as Executive Director and analyst covering Vietnam, Pakistan, Bangladesh, Sri Lanka and India.

Manh holds a Bachelor's Degree from Nanyang Technological University (Singapore) and is a Chartered Financial Analyst ("CFA°) charterholder.

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.

Joining Credit Suisse in 1998 as an analyst, Philipp Piaz commenced his comprehensive career in private banking and wealth management. During his time at Credit Suisse, Philipp held a number of senior roles, relocating from Zürich to Singapore in 2001 to undertake Thailand Private Client Business Development in his role as Vice President. In 2004, Philipp joined the senior management of Deutsche Bank AG, with whom he was affiliated for 5 years. In his role as Director, Philipp was responsible for the development of Deutsche Bank’s Thai Private Client Business. In 2009, he became Co-Founder & Managing Partner at Finaport, overseeing the expansion of the firm's Asian operations. Philipp is a founding member of the Association of Independent Asset Managers (AIAM) in Singapore, and was appointed President of the AIAM in 2018. Philipp undertook Elementary Studies of Economics and Law at University of St. Gallen in Switzerland.

Evrard Bordier is chief executive officer of Bordier & Cie, Singapore. He has been managing partner of Bordier & Cie Group since 2011, and president of the board of Bordier Bank (TCI) since 2000. Prior to his current role in Singapore, he served as managing director of Bordier International in London for 10 years. Evrard has been in the financial industry for more than 20 years, during which he has garnered extensive international experience holding diverse positions in Singapore, Hong Kong, Geneva, Zurich, and London. Between 1997 and 2000, he served as chief of staff for the Financial Planning and Wealth Management Business Division of UBS in Zurich, overseeing all of its asset management business units across the world. Prior to that, he was a client adviser in the private banking department of Swiss Bank Corporation in Singapore where he covered the markets of Indonesia and Taiwan. He first moved to Asia in 1994 and joined Nomura International in Hong Kong as a broker. Evrard began his professional career as a lawyer at Lenz & Staehelin in Geneva, specialising in the banking and finance practice. Evrard is a direct descendant and fifth generation of the bank’s founding family. He is a member of the Society of Trust and Estate Practitioners, the Turks and Caicos Islands Bankers Association, the Financial Industry Association, and the Swiss Financial Planner Organisation.

Reuben van Dijk is a highly experienced professional in the private banking sector. He is currently a board member of Melbourne Capital Group, a company that specializes in providing bespoke financial solutions for high-net-worth individuals and families. Throughout 2022 the company has seen significant growth and success during its expansion into the ASEAN region. Reuben has a deep understanding of the financial markets, and a keen eye for identifying opportunities for his clients. He holds an Associate Degree in Accounting from the University of Tasmania and a Diploma in Financial Services. His professional experience also includes institutional derivatives brokerage and commercial banking. Melbourne Capital Group have expertise in structuring and implementing complex financial plans, including asset management, offshore structures, holding companies, multinational commercial agreements, and complex financing structures. They have a proven track record of delivering excellent results for their clients. Reuben's interests include traveling and reading. He believes that these activities provide unique perspectives on life and business and incorporates his experiences and learnings into his work at Melbourne Capital Group.

Tan Woon Hum is widely regarded as one of the rare senior market leaders specialising in investment funds, REITs and trusts, especially Variable Capital Companies (VCCs) and family offices. He heads a team of specialist lawyers in the Trust, Asset & Wealth Management practice at major Singapore law firm Shook Lin & Bok LLP. He is ranked as a Band 1 leading investment funds lawyer by Chambers Asia-Pacific since 2014 and top 100 lawyer in Singapore by Asia Business Law Journal in 2023. He advises on fund formation, (including hedge funds, private equity funds, venture capital funds, real estate funds and single-family funds) using Singapore funds (including VCC) and offshore funds structures (eg. Cayman LP funds and segregated portfolio companies). He drafts and reviews the full range of fund documents and is extremely well versed with independent asset managers, external asset managers, multi-family offices and single-family offices, and has an extremely strong track record in securing the relevant regulatory licences and exemptions. His excellent and long-term professional relationship with the local regulators, authorities and major industry players add credence to his practice. He has advised on and helped clients launched about 100 VCCs as at May 2023. He has extensive experience in advising private clients (including ultra-high net worth individuals and single-family offices) and trustees on the establishment of private trusts, family offices, single-family funds, Sections 13O and 13U (formerly 13R and 13X) structures and drafts trust documents, fund documents, global investor programme documents and family charters. Woon Hum is bi-lingual (English and Mandarin), has a law degree and a MBA (Finance). He is a highly sought after speaker and speaks regularly at public conferences, forums and seminars since 2002 in Singapore, Beijing, Shanghai, Hong Kong, Dubai, Bangkok, Ho Chi Minh and Kuala Lumpur.

Abhi is an Associate Partner at Synpulse, spearheading the firm's expansion efforts and growth strategies in emerging markets like Vietnam and the Philippines, specifically in private banking and wealth management. With an extensive background in various dimensions of the wealth management and private banking sector, Abhi's expertise stretches across pure-play private banks, fintechs, service providers, and consulting. He has been instrumental in guiding many of Synpulse's clients and financial institutions that are venturing into the wealth business and facilitating their transformation journeys.

Mukesh is leading Retail Digital Business for Techcombank Vietnam. Together with a diverse mix of business directors, senior product owners, data & technology team - he is responsible for driving digital transformation of consumer business for the bank. Mukesh has close to two decades of experience in Banking and Financial Services industry in Asia markets. He has worked across Global MNC organizations and country specific start-ups; worked in well-established matured markets like Hong Kong, Singapore to emerging and fast developing markets like India, Indonesia & Vietnam. Mukesh brings along diverse experience in leading large scale strategic initiatives across business value chain - sales & distribution digitization, robotics process automation and operational excellence, customer experience transformation, target operating model optimization, direct to customer and digital assisted omni-channel advisory services.

Gauraw has over 20 years of experience in Banking and Wealth Management in Asia. He has extensive background in building and managing large scale businesses in top global and domestic financial institutions like Standard Chartered, GE, ICICI, VPBank and VNDIRECT. He has diverse experience across wealth & asset management, fintech & digital platforms, customer segmentation, retail banking and capital markets. He has been in Vietnam since 2018 and is currently the Head of Private, Affluent, Mass-affluent Banking & Wealth Management VPBank. Gauraw has been a regular speaker in prestigious industry forums and has featured articles in leading publications.

Brook Taylor is the Chief Executive Officer – Asset Management of VinaCapital. Mr Taylor has lived and worked in Vietnam since 1997, and has more than 25 years of management experience, including more than eight years as a senior partner with major accounting firms. Previously, he was deputy managing partner of Deloitte in Vietnam and head of the firm’s audit practice. He was also managing partner of Arthur Andersen Vietnam and a senior audit partner at KPMG. Mr Taylor’s expertise spans a broad range of management and finance areas including accounting, business planning, audit, corporate finance, taxation, and risk management. He holds an Executive MBA from INSEAD and a Bachelor of Commerce and Administration from Victoria University of Wellington.

Mathieu has been present at Evooq since the inception of the company, as the co-founder. He has contributed to the development of the solutions as well as the strategic roadmap. On top of his current title as the Chief Product Officer, Mathieu is also a part of the Client Success team. Mathieu has several years of experience in the implementation of analytical systems in the Financial and Insurance industry. He worked in trading at a Tier 1 investment bank, responsible for the implementation of risk analytic capabilities globally. Mathieu has obtained a PhD in Mathematics focused on applications for Risk Management in Finance and Insurance, in collaboration with regulators. He graduated from the University of Cambridge and EPFL.

Peter is the Chief Digital and Transformation officer for SSI. His responsibilities are leadership of the Digital and Transformation office and ownership and delivery of key strategic projects across SSI. Peter joined SSI in August 2022. Peter’s previous role was at Eastspring Investments in Singapore, leading all technology functions across 13 offices as the Chief Information Officer. During his time at Eastspring, Peter also led the transformation and delivery of strategic change projects such as the launch of new Wealth Management Platforms across Malaysia and Taiwan, M&A in Thailand, as well as leading Eastspring’s Singapore's response to the COVID-19 pandemic. Before joining Eastspring, Peter was the Principal Consultant and Architect at Avaloq, a Swiss Fintech specialising in Wealth Management, Private Banking and Business Process Outsourcing. Previously, Peter worked as a strategy consultant with the Commonwealth Bank of Australia and in various project delivery and advisory roles at Macquarie Bank, specialising in M&A and Alternative Asset Management.

Kamolchanok Dhilokratchatasakul, a Business Development Manager at Comarch's Bangkok regional office, drives financial solutions across Thailand and Southeast Asia. With over 5 years of experience in IT solutions for the banking industry and an Investment Consultant license from the Stock Exchange of Thailand (SET), she specializes in banking solutions, including Wealth Management, Corporate Banking, Factoring solution, and Loyalty Management.

Head of Consulting and Product Management for Comarch Capital Markets. He holds a Ph.D. degree in Economics from the Cracow University of Economics and an Executive Master of Business Administration from the Stockholm University School of Business. He has been with Comarch since 1998, and specialises in investment management, investment advisory, market efficiency and performance measurement. He helps banks design processes and improve communication with clients in the area of wealth management and financial product distribution.

Vibhooti Chaturvedi is Avaloq’s Regional Sales Director for South Asia, with 20 years of experience in core banking, digital banking, wealth management software and other enterprise solutions. He is responsible for driving Avaloq’s impressive growth in South Asia and is based in Singapore. He works closely with the region’s banks and wealth managers to ensure the successful digital transformation of their wealth management platforms.

Jacky Poh is the Deputy Managing Partner for Henley & Partners Singapore and is a member of the Investment Migration Council. Jacky specializes in residence- and citizenship-by-investment planning services for high-net-worth (HNW) private clients. He holds an MBA from the University of Manchester and a bachelor’s degree in mechanical engineering, specializing in ergonomics and with a minor in entrepreneurship. For the past decade, Jacky has managed HNW client assets in both local and foreign private banks in Asia. With his experience as a wealth management practitioner, he relates well to HNW individuals and is able to address clients’ concerns with the most appropriate solution. Jacky is proficient in both English and Mandarin.

Rainer Michael Preiss is a German national and an investment advisor based in Singapore. He has over 25 years of experience in global private banking and multi-family office business across Europe, Middle East, Africa and Asia. Michael was previously the Chief Equity Strategist at Standard Chartered Bank (SCB) where he was one of seven voting members on the Global Investment Council which decided on SCB’s global investment policy. He is also a prolific and renown contributor to the financial media world where he is a columnist for Forbes and is frequently featured on Bloomberg, CNA and CNBC. Michael’s passion and commitment to emerging markets has earned him significant recognition as a board director for a prominent index fund based in Sri Lanka, as well as a distinguished visiting lecturer of Finance in Hong Kong, Singapore, China and Mongolian universities. With his dedication to deepening international relations and fostering investment opportunities in emerging markets, Michael was one of the key founding members of the Kazakhstan-Singapore Business Council. Michael is a graduate of the European Business school, having studied at the centres in London, Paris and Bologna. Michael, in addition to being fluent in Japanese, studied intensive Mandarin Chinese at Beijing Language and Culture University (BLCU), as well as Yonsei University Korean Language Program in Seoul, South Korea.

Eric has 30 years of experience in asset management and wealth management. He has held senior roles in management, sales and strategy as a Managing Director at AllianceBernstein, Hartford Funds and New York Life. Eric is based in Ho Chi Minh City and is responsible for sales and marketing for VinaCapital Asset Management’s retail and institutional businesses. Eric earned a BA from Occidental College in Diplomacy & World Affairs, with a Minor in Asian Studies.

Manh (Mike) Nguyen

Manh is an Investment Director at VinaCapital, where he manages Forum One-VinaCapital Vietnam Fund (VVF).

Manh has 17 years of experience in investment and fund management covering
Vietnam and frontier markets. Before joining VinaCapital, he was a portfolio manager at KIM Vietnam Fund Management for KIM Vietnam Growth Fund (UCITS) and other mandates. Prior to that, he was at Franklin Templeton as Executive Director and analyst covering Vietnam, Pakistan, Bangladesh, Sri Lanka and India.

Manh holds a Bachelor's Degree from Nanyang Technological University (Singapore) and is a Chartered Financial Analyst ("CFA°) charterholder.

Pramoth Rajendran is currently the Country Head of Wealth and Personal Banking (WPB) for HSBC Vietnam leading this ever-expanding segment of HSBC’s business as Vietnam’s middle class and mass affluent segment continues to grow alongside the country’s dynamic and fast-changing economy. Pramoth has over 15 years of financial services industry experience. Joining HSBC Australia in 2014, he led the secured risk function and since then he also had extensive global roles in retail banking with HSBC Hong Kong. Prior to joining HSBC, Pramoth spent many years working in the Australian financial services industry and has a wealth of experience in strategy, product, risk management, sales and transformation. Pramoth holds a Bachelor in Computer Science from Monash University, Melbourne, Australia.

Zac has experience in all areas of international private client law including cross border tax, trust, estate, family, divorce and succession laws. Zac also has extensive experience advising in relation business family and family office governance and succession planning, and international private client regulatory laws, including the Common Reporting Standard, Mandatory Disclosure Rules, Economic Substance Rules and Beneficial Ownership Registers.

Jamie Bubb-Sacklyn is a U.K. Chartered Financial Planner with a decade of experience in private wealth management. He currently specialises in wealth and succession planning for high-net-worth individuals and family offices. After graduating from Cardiff University with a Bachelor’s degree in Pure Mathematics, Jamie commenced his career at RBC Brewin Dolphin in Cheltenham, UK. In early 2018 he moved to Malaysia to bring the U.K. model of advice and client service to the international HNW and expatriate market. He holds the Advanced Diploma in Financial Planning and is a Chartered Financial Planner with the Chartered Insurance Institute, regularly leading seminars to educate the community on succession planning and evolving regulations. Outside of work he is a keen footballer and trail runner as well as an extensive traveller and reader. Jamie believes exploring different cultures is key as he works with clients from many different backgrounds.

Minh Nguyen is an Innovative Executive in Healthcare and Insurance services. Her current job is as Country Lead, Vietnam of Allianz Partner, partnering with Bao Viet General Insurance in Vietnam. Allianz Partners belongs to the world's leading financial and insurance group ALLIANZ, is a B2B2C expert in creating and providing unique solutions that combine services, insurance and technology to provide the protection and care of consumers and partners around the world. Allianz Partners specializes in home insurance, auto & health insurance and travel insurance. Allianz Partners solutions are made available to business partners and, in some cases, are integrated into their own customer offerings. She has nearly 20 years’ experience in leadership roles in insurance in emerging markets, fronting partnership, general management responsibilities ensuring operational excellence, merging and acquisitions, distribution management, talent development and driving profitable growth. Her previous employment was at Aetna International, American International Group (AIG), Prudential Insurance, APAVE Consulting (enterprises quality certification consulting) and Taylor Nelson Sofres (media research). She graduated with honors at Foreign Trade University, hold a Master of Science, Bournemouth University, United Kingdom and EE, Global Healthcare Leadership at Harvard Medical School. She has been volunteering at recent committees: APAC Women Inspiring Success and Excellence (WISE) with event series to embrace D&I, drive changes and create platforms to support women’s opportunities around the region. Member of Board of Governors of the American Chamber of Commerce, HCM chapter in Vietnam 2019-2022, including as its Vice Chair and EXCOM committee in 2019. Co-founder of AmCham Women in Leadership Committee and continue to serve as its Co-Chair. Vice Chair for Private Insurance committee of AmCham Healthcare committee. Strategic Planning Advisor for Private Insurance/Payer groups & participate in several projects relating to Quality Healthcare improvement for Vietnam and advising in the promising Health/Med Tech, InsurTech start-ups.

Zac has experience in all areas of international private client law including cross border tax, trust, estate, family, divorce and succession laws. Zac also has extensive experience advising in relation business family and family office governance and succession planning, and international private client regulatory laws, including the Common Reporting Standard, Mandatory Disclosure Rules, Economic Substance Rules and Beneficial Ownership Registers.

Abhi is an Associate Partner at Synpulse, spearheading the firm's expansion efforts and growth strategies in emerging markets like Vietnam and the Philippines, specifically in private banking and wealth management. With an extensive background in various dimensions of the wealth management and private banking sector, Abhi's expertise stretches across pure-play private banks, fintechs, service providers, and consulting. He has been instrumental in guiding many of Synpulse's clients and financial institutions that are venturing into the wealth business and facilitating their transformation journeys.

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.

Eric has 30 years of experience in asset management and wealth management. He has held senior roles in management, sales and strategy as a Managing Director at AllianceBernstein, Hartford Funds and New York Life. Eric is based in Ho Chi Minh City and is responsible for sales and marketing for VinaCapital Asset Management’s retail and institutional businesses. Eric earned a BA from Occidental College in Diplomacy & World Affairs, with a Minor in Asian Studies.

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.

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.

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.

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.