Wealth THINK 2016

Rolf Haudenschild is heading Ingenia Consultants Pte. Ltd., a leading compliance and internal audit provider to external asset managers, fund management companies and fintech companies in Singapore. He regularly works with financial institutions for their licensing with the Monetary Authority of Singapore (MAS), produces compliance frameworks, manages compliance workflows for multiple financial institutions and advises on regulatory questions. Before establishing a compliance consultancy, Rolf worked with FINMA, the Swiss financial services regulator, and in legal and compliance at international and regional private banks. Rolf is a qualified attorney-at-law and holds an MLaw from the University of Berne, Switzerland, as well as an LLM in International Financial Law from King’s College London, United Kingdom. He is regularly speaking on compliance in conferences and conducting courses for industry associations and tertiary institutions.

A thoroughbred digital native, Aki has been riding the digital disruption wave for the last 20 years across industries and time-zones in Asia, Europe and the US.

He currently runs the South-east Asia business for Tigerspike, a global technology company that specialises in digital product development, with a focus on Financial Services and Fintech. Across eight markets, Tigerspike works with Fortune 1000 companies to define, design and deliver engaging digital experiences for their employees and customers.

Aki is also an advisor to Asia's premiere B2B Robo-Advisor Bambu, and a frequent blogger and speaker on all things Fintech.

With a career spanning 22 years in financial services, Vikram has extensive experience and knowledge of corporate and institutional banking, capital markets, consumer banking and credit risk management.

As Head of Premium & Private Wealth International, Vikram is responsible for the International Premium teams in Asia and Europe. Currently based in Singapore, he is responsible for the management and oversight of all of Westpac's Premium & Private Wealth services and operations across the International business. He is also an instrumental lead on its business and transformation strategy as it continues to deepen its product and service capabilities and builds connectivity and value-add to clients in the region.

In his last role as Country Head for Westpac India, he was responsible for setting up Westpac’s India presence in 2007, establishing the branch in 2013 under the Indian banking license, developing and executing the business strategy, achieving group objectives and stakeholder value creation and managing the day to day operations of the bank in India. Prior to that, he was Vice-President of Global Equity Services in Deutsche Bank’s India branch, managing its Asia Pacific region for 7 years. Prior to Deutsche Bank, Vikram worked at ABN AMRO for 6 years where he began his banking career.

Vikram holds a Bachelor of Engineering (Mechanical) and Masters in Business Management, both from Mumbai University.

Amit is a Co-Founder at IIFL Investment Managers and is the CEO of IIFL Asset Management business. He has close to two decades of experience in the financial services industry, including 13 years of advising global institutional investors. Amit is credited for bringing a unique touch to the asset management business with the launch of innovative funds like IIFL Special Opportunities Fund, which has created a record of sorts in terms of fund size as well as marquee deals. He heads IIFL’s Asset Management business for domestic and offshore with assets under advisory/management of around US$5bn. The company has offices in New York, London, Toronto, Mauritius, Dubai and Singapore. Prior to IIFL Group, Amit has been associated with Kotak Mahindra Inc, New York, Citi Group’s Wealth Management business and IDBI Bank. Amit is a Chartered Financial Analyst (CFA) from ICFAI and has a graduate degree in Commerce. His expert opinions get featured in leading Indian dailies like The Economic Times and Mint besides various international publications including wire services like Bloomberg. As a renowned speaker, he has played a key role in advocating India as a key investment destination in various international meets and panel discussions of repute. Amit received ‘NRI of the Year’ Award 2016, for Asia Pacific Region. Besides other awards, Amit recently received the Udyog Rattan award from the prestigious Institute of Economic Studies.

Mark Smallwood is a Managing Director. He is based in Singapore. In his current role he is responsible for several Singapore based coverage teams which report into the North Asia market team. Included within these teams is the External Asset Manager Team which serves Family Offices, External Asset Managers and Financial Intermediaries. He has been with Deutsche Bank since 2003, when he spent six years in Geneva as Global Head of Insurance Solutions before moving to Singapore where he spent five years as Head of Wealth Planning for APAC. From 2013-2015 he was based in Hong Kong as the Head of Franchise Development and Strategic Initiatives for Deutsche Asset & Wealth Management, and has returned to Wealth Management in Singapore post the demerger of the Asset and Wealth Management businesses. Prior to joining Deutsche Bank he owned and operated a multi-family office in the Caribbean incorporating a trustee, corporate services, insurance and asset management company.

Julia Walker is the Asia Head and Executive Director for Thomson Reuters’ Risk Market Development business covering Asia Pacific and Japan and is responsible for market development and sales strategy in the Governance, Risk and Compliance business. She is also a member of ‘Risky Women’ supporting gender diversity in Asia.

Julia has worked in Global financial markets for over 15 years in leadership roles encompassing regulatory advisory, sales, client and operations management. She has worked with teams and clients across Europe, Asia Pacific and Japan in a number of areas including OTC Derivative, FX, Rates and Credit to drive STP, reduce risk and adhere to regulatory obligations. Prior to joining Thomson Reuters, Julia worked with UBS where she was Regional Head of the FX, Rates and Credit Business’s Client office and previously Regional Head of Post Trading Services based in Singapore.

More than 18 years of business experience in the financial industry with a strong focus on Governance and Compliance.

International exposure to different business and regulatory environments spanning from Europe to Asia and the United States.

Current coverage: Africa, Middle East and Asia (based in Singapore).

Established track record of initiating, setting and implementing policies and procedure on a global scale working with multiple stakeholders.

Acted as liaison for both internal and external audits in different organizations.

Strong interpersonal skills with very good communication skills and strong ability to influence and manage objectives in partnership with various stakeholders.

Mr. Thompson is an executive vice president, head of the Singapore office and head of the wealth management group in Asia ex-Japan. The group focuses on building distribution relationships with financial institutions that outsource to third party managers on the basis of open, guided or managed architecture. Previously, Mr. Thompson was head of European institutional remarketing and based in PIMCO’s London office. Prior to joining PIMCO in 2006, he was responsible for U.K. business development and marketing at Western Asset Management Company. He has 21 years of investment experience and holds an undergraduate degree in economics and law from the University of Natal in South Africa.

Julian was born and raised in Sydney Australia holding degrees in Real Estate from the UNSW, and Mandarin from BLCU. He has co-founded 8 companies, including social media, real estate investment & development, proptech and blockchain. He is focused on building key infrastructure connecting DeFi (Decentralized Finance) + TradFi (Traditional Finance) . Julian is the co-founder and CEO of InvestaX (Singapore Security Token Platform) and IX Swap (1st Automated Market Maker for security tokens/NFTs). Julian is also the host of the Infinity and Beyond Podcast. He lives in Singapore with his co-founder Alice, daughter Kennedy and two dogs Chase and Marley. 

Twitter: https://twitter.com/julian2kwan.
Linked: https://www.linkedin.com/in/juliankwan/.
Company Website: www.investax.io.
Company Website: www.ixswap.io

John Cappetta is the Head, Managed Solutions Advisory for Singapore at Bank Julius Baer. He leads a team of 5 investment professionals in Singapore responsible for Mutual Funds, Hedge Funds, Private Equity and Discretionary Portfolio Mandates. He joined Bank Julius Baer in September 2013 following the Bank’s integration of Merrill Lynch International Wealth Management business (outside the US). He spent a total of 16 years with Merrill Lynch in various roles in New York, Singapore and Australia. He has been in the Financial Services industry since 1991.

Urs has been in the private banking industry for 34 years, and since 1986 in Asia. After expanding the private banking businesses of Credit Suisse, ABN AMRO and Clariden/Clariden Leu in Singapore and throughout Asia, he decided to go independent. In 2009, Urs founded HP Wealth Management Singapore Pte Ltd, with Michael Foo, the former Head of Clariden Leu's Portfolio Management unit, as the Chief Investment Officer. The company's focus is exclusively on looking after private clients, acting as an Independent Asset Manager. Over the years, the firm has added a well-developed Family Office capability, which includes expertise in Private Markets. Urs believes that an Independent Asset Manager can offer a client the best of both worlds: a custodian of choice coupled with truly independent investment advice. Urs is also a founding member of the Association of Independent Asset Managers (Singapore). Urs continues to believe that private banking is and remains a people's business and that the key aspect of building a successful business is the ability to listen to the client and to build strong relationships. Relationships last longer than products!

Adam Cowperthwaite is Asia Pacific Head of Capital Markets at Citi Private Bank. In this role he is responsible for the management and development of Citi Private Bank’s cash, derivatives and structured solutions product offerings for Asia Pacific clients across equities, foreign exchange, fixed income & rates, credit and commodities. Adam is an investment and risk management specialist, whose career in equity, fixed income, commodity and alternative-asset derivatives began in London in 1996. Prior to joining Citi in April 2014, he held derivative structuring, sales and sales management positions in London and Hong Kong, at US, European and Japanese investment banks, including J. P. Morgan, Credit Suisse and Daiwa Capital Markets. His clients have included an extensive range of private banks, family offices, corporates, retail banks, asset managers and insurance companies. Adam is a third-generation Hong Kong citizen and a graduate of the London School of Economics.

Herwig holds a degree in Applied Economics from the UFSIA University in Antwerp. He obtained an MBA from INSEAD in 98. Herwig has been active in wealth management for over 15 years. He worked for Morgan Stanley from 1999 till 2009, where he was an executive director in the private wealth management department. Previously, he worked as a branch manager for Citibank, focusing on wealth management.

Tanmai used to be a Managing Director (Credit Trading) at Deutsche Bank before founding Canopy. He enjoys coding and trading.

Tanmai was in a front office trading floor role from Aug 1993 till Mar 2013. He has extensive cross asset-class, cross functional and cross geography experience, having worked across various functions including Trading (with stints in Client Coverage and Structuring as well), based in major financial centres including Singapore, Hong Kong, New York and Mumbai. 

Lee Kai Yang joined RHB Asset Management Pte Ltd in August 2014. Kai Yang has over 15 years of experience in the financial sector, primarily in fund management. Prior to joining RHB, he spent over 7 years with Baring Asset Management where he was the Assistant Director managing various Asia equity mandates. He launched and co-managed the Baring ASEAN Frontier Fund to a AUM of USD850 million. In total, he was managing AUM of around USD1 billion. He was awarded the Asia TopGun Investment Minds for 2011 and 2013 by Brendan Wood.

Before joining Baring, he had spent 5 years with HSBC where he moved from being a Personal Wealth Manager to a portfolio analyst covering the Singapore and Malaysia markets. He started his career as a Financial Advisor with Overseas Union Bank. Kai Yang is a CFA charter holder and holds a Bachelor of Business Studies degree (major in Applied Economics) from Nanyang Technological University.

Matthew Blume is the Director of Client Technology for Thomson Reuters, responsible for the ASEAN region. Matthew has been working in the financial technology market for more than 10 years, having previously lead the technical pre-sales of Credit and Market Risk products at SunGard before joining Thomson Reuters 1 year ago.

In his role at Thomson Reuters, Matthew engages with Thomson Reuter’s clients on the future of financial technology, everything from FinTech, to Blockchain, big data, machine intelligence, cognitive computing, graph technology, robo advisory, open APIs, and Thomson Reuters own vision for the future of financial technology.

Bassam Salem is a Private Banking and Asset Management veteran with 30 years of experience in launching and building businesses, client servicing, risk management and product innovation.

In his role as Region Head of Citi Private Bank, he oversees 13 markets and 650 professionals that serve one third of Asia’s (ex-Japan) billionaires.

Prior to this, he was a Partner and CEO Middle East & India for EFG Bank, as well as Investment Head for Asia Pacific. During his decade with the Swiss bank, he started and managed their Investment Division, helped to list it on the Swiss Stock Exchange, headed their Singapore office and started the Bangkok and Jakarta offices. He also launched EFG’s Middle East business in Dubai and led the way for the bank’s expansion by opening offices in Bahrain and Abu Dhabi and leading the acquisition of Strategic Securities in Mumbai which gave the firm a foothold in India.

Beginning his career in 1981 at Bank of Boston in Geneva, Bassam joined Citi Private Bank in 1985. During his 15 years with Citi Private Bank, he worked in several positions in Europe, Asia and the United States, including Investment Head for both Asia Pacific and the Europe/Middle East/Africa Division. He was also Product Head in Switzerland, Private Banking Head for Asia Pacific and Division Executive for Global Investment Services in New York where he oversaw asset management, investment advisory, FX, brokerage and product management.

Bassam has an MBA from the Sorbonne University in Paris.

Michael’s career spans over twenty years in Private Banking, Asset Management and Treasury. In his latest role until end of 2015, Michael was Global Head of Private Banking in Standard Chartered Bank. Under his leadership, Private Banking was established as one of four independent client businesses with a renewed strategy focusing on entrepreneurs in Asia, Middle East and Africa. Before joining SCB, Michael was the designated Chairman for Asia at Julius Baer and Asia Pacific CEO of BOA / Merrill Lynch Wealth Management. In these roles he was instrumental to the successful sale and integration of the business from Merrill Lynch into Julius Baer in 2013. Between 2003 and 2010 Michael acted as regional head of Products & Services in UBS Wealth Management, leading the build up of their product platform across investments, financing and wealth planning in Asia Pacific. Prior to that he held various regional roles in UBS Asset Management and Treasury. Michael holds a Masters degree in Business from St.Gallen Business School and a PhD in Financial Economics from University of St.Gallen. He lives in Hong Kong with his wife and three young children.

Marie Ramlie started her career in 1998 at ING Group and has an extensive experience in financial services with an expertise in retail banking. Currently EVP, Head of Retail Products at TMB Bank, an affiliated company of ING Group, where she has implemented various effective strategies to enhance customer experience and ensure profitability resulting in increased market penetration, while reducing cost base and improving client satisfaction. 

In her past roles at ING Direct France, she was a member of the Executive Committee for 7 years in various business functions; there she led marketing communication, product and channels development, as well as risk. Main achievements include the implementation of the most successful online investment platform comprising a full yet simple product and service offer and the development of a pure online home loan model.

Marie graduated with a double degree in European Business at Reims Management School in France and Middlesex University in the United Kingdom, following which she pursued a Masters degree in Tax & Business Law at Nancy Law School, France.

Ms Tan Su Shan joined DBS in June 2010 and is currently Group Head of Consumer Banking & Wealth Management. She also serves as the President Commissioner for PT Bank DBS Indonesia.

Prior to joining DBS, Su Shan was Morgan Stanley’s Head of Private Wealth Management for Southeast Asia. Before re-joining Morgan Stanley in May 2008, she was a Region Head for Singapore, Malaysia and Brunei for Citi Private Bank. She was responsible for the private bank’s overall business and a board director of Citi Trust Singapore. Su Shan was also the Singapore Investment Centre Head.

Prior to that, she was an Executive Director with Morgan Stanley in Singapore, serving from 1997 to 2005 as an investment adviser to high net worth families, corporates and institutions in the region.

Before joining Morgan Stanley, Su Shan spent eight years in ING Baring Securities in institutional equity sales, working in key financial hubs in London, Tokyo and Hong Kong.

Su Shan graduated with a Master of Arts from Oxford University in the United Kingdom, where she studied Politics, Philosophy and Economics.

In June 2013, Su Shan was named “Outstanding Private Banker of the Year” by Private Banker International, the first time an Asian has won this global award since its inception 20 years ago. In October 2014, Su Shan became the first Singaporean to be recognised as the world’s “Best Leader in Private Banking” by PWM and The Banker, a leading wealth publication by the Financial Times Group. In August 2015, Su Shan was recognised as “Private Banker of the Year, Singapore” by The Asset.

Nick Pollard joined CFA Institute in 2016 as managing director for Asia Pacific. Based in the Hong Kong SAR office, he also oversees operations in Beijing, China and Mumbai, India. Nick is responsible for working with all CFA Institute stakeholders, increasing the number of candidates entering and moving through the organization’s credentialing programs, and working with institutional partners (employers, universities and regulators) throughout the region. He is actively engaged with 21 CFA Institute societies that represent more than 27,000 members in the region. Nick is a seasoned wealth management and banking executive and skilled at growing businesses in Europe and Asia. He brings a unique combination of strategic leadership skills as well as learning and professional development expertise. Prior to joining CFA Institute, Nick was CEO of The Royal Bank of Scotland’s Coutts Asia division and, most recently, he was the Head of International Learning and Professional Development for Coutts International. Nick began his career with NatWest Group, subsequently part of the RBS Group, where he gained experience in marketing and talent development. Nick earned his B.A from University College, London and is a Member of the Private Wealth Management Association. He has lived and worked in the APAC region since 2009 and resides in Hong Kong.

Patrick is the Global Head of Wealth Solutions, Sales Strategy & Execution, for Refinitiv based in Singapore. In leading this global team, his objective is to ensure that Refinitiv’s products & services meet the needs and expectations of wealth management customers & prospects across ASEAN. Prior to this role, Patrick was Head of Proposition Sales, ASEAN from Jan 2020 to Dec 2021 and Head of Market Development for Wealth – APAC at Refinitiv until Dec 2019. Patrick joined the Financial & Risk division of Thomson Reuters in 2014, which became Refinitiv in October 2018. Previously Patrick worked within the private banking industry in Singapore as Head of the European Desk at Barclays Wealth and Head of Private Banking at VP Bank (Singapore). He moved to Singapore in 2008 from London where he was a team leader for Barclays Wealth. Patrick is a Chartered Fellow of the Chartered Institute for Securities & Investment and has a BSc in Statistics from the University of Newcastle upon Tyne. Outside of work his focus is on being a husband, a father, a runner and a Scotsman.

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.

Murli is the regional head for Citigold Private Client, a segment for HNW clients present in 11 onshore and offshore markets for Citi in Asia and EMEA.  Murli joined Citi in Asia in 2009 and was responsible for its launch and expansion into a comprehensive wealth management service for HNW clients.  As the head for this segment, his responsibilities include client acquisition, business growth, development of new products and services as well as banker training and performance plans besides the overall portfolio financials.  Murli joined Citi in 2007 and has held various roles in finance, marketing, risk and operations within Citi’s Consumer bank in the US and Asia as a Global Consumer Management Associate.  He also has several years of experience as an engineer and consultant with specializations in analytical modeling, operations research and infrastructure.  He has an MBA from the University of Chicago, Booth School of Business and Masters in Engineering from the University of Missouri.

Gebhard Giselbrecht is Head of Asset Management Singapore as well as Chief Operating Officer for Asset Management in Asia Pacific. As COO, Gebhard leads business development and strategy, and has regulatory, risk and shared services oversight. In addition, he focuses on the product and solutions delivery to the various client segments in Asia Pacific.

Gebhard joined Asset Management in 2006. Before assuming his current role he was responsible for Treasury, Strategic Planning and Business Development/M&A team for Asset Management in Zurich.

Prior to Credit Suisse, Gebhard was a Senior Engagement Manager at McKinsey and Company. He worked primarily in the Financial Services Industry with a focus on Corporate Finance, Risk Management and Capital Markets related topics.

Gebhard received his degree in Business Administration with a focus on Finance from the University of St. Gallen. He also holds a Master in Business Informatics and Business Administration (MBI/MBA) from the Rotterdam School of Management.

Urs is a Director in EY Performance Improvement Strategy, providing advisory services in the Wealth & Asset Management sector. Prior to joining EY, he led a consulting practice for a Swiss consulting firm to serve financial institutions around target operating model innovation, digital transformation strategies, CX design, project delivery and offshore development services. Urs has over 15 years business development and digital transformation experience in Asia Pacific and Switzerland for leading global financial institutions.

Vineet is a senior financial services professional with almost 3 decades in the Banking and Financial Services Industry, across  wealth management- buy and sell side, banking- private client and retail banking, and insurance- pensions and life. He has an  extensive track-record in driving sustainable top-line growth, establishing effective risk-controlled governance regimes, and  spearheading lasting transformation , in both line and matrix settings. Vineet has held roles of  progressing responsibilities with HSBC, ANZ, ING, and Citibank, at country, regional and global levels. He currently leads the  wealth management practice for Arete Financial Partners, a management consulting boutique, based in Singapore, offering M&A, Digital & Strategy advisory services to banks, asset managers and insurers, regionally. Vineet is a CFA charter holder, with an MBA and degree in Engineering. A Singapore national, he is a member of the Singapore Institute of Directors, and CFA Singapore.

David Koay's current role is with SCB Private Banking, based in Singapore as managing director – head client relationship management, South-east Asia (responsible for the following RM teams: Global Indians, Malaysia, Thailand, Vietnam and Global expats, Booking centre SG). David held several corporate and investment banking positions within SCB before moving across to the Private Bank in 2011. A diversified and extensive working experience in terms of industry, positions held and geographical coverage, spanning over 30 years:

• Lived and worked in four cities: Kuala Lumpur, Melbourne, Singapore, Dubai
• Roles covering Middle East and Asia Pacific regions
• Held positions ranging from CEO, group treasurer, corp finance, country head , senior banker, managing director, board director (listed and unlisted), FX & MM dealer and auditor
• From start-ups to mature listed companies, from privately-held entrepreneur-owned to MNCs and semi-government bodies
• In terms of sector exposure: telcos, media, banking, gaming, power / energy, manufacturing, resources, airlines, oil & gas, plantations and financial institutions
• Dealt with: shareholders, promoters, family offices, chairmans, CEOs, CFOs, treasurers, private equity firms and sovereign wealth funds
• Within the banking sector he has worked in consumer banking, corporate & investment banking and currently in private banking. Both local banks (Public Bank Malaysia) and international banks (Citibank, Macquarie Bank and SCB)

David holds a B. Economics (majoring in Accounting) from LaTrobe University and a MBA from RMIT, Australia.

Thusitha de Silva is a director at Cerulli Associates and is based in its Singapore office. He provides guidance to the retail research and institutional research teams to help shape their annual, quarterly and monthly offerings. He has close to 20 years of experience in financial journalism, covering financial markets in the Asian region.

Andrew joined Westoun Advisors in 2016 as Managing Director. In his role he advises asset managers and hedge funds on strategic expansion and asset gathering. PReviously as Head of M&G Investments Asia, he launched the business in the region. Prior to this he was at The Capital Group Companies, during which time he worked in various groups including private equity, institutional client relations and global financial institution distribution. During his career he has worked in Los Angeles, London, Geneva, Singapore and Hong Kong. He has 21 years of experience in the investment management industry. Andrew graduated with an MBA from INSEAD and an MA in Economics and French from the University of St. Andrews is also a CFA charter holder.

Vincent Magnenat, Limited Partner, is Chief Executive Officer of Lombard Odier in Asia. Vincent has spearheaded the growth and expansion of Lombard Odier’s private banking business since joining the firm in 2012, contributing heavily to raising its visibility and overseeing solid growth in assets under management. He was invited to be a Limited Partner of the Group in February 2018. He has also been a key architect of the firm’s strategy to serve clients directly from three offices in Asia and partner with some of the region’s major financial institutions to support their goals of becoming private banking leaders in their markets while leveraging over 200 years of international wealth management expertise of Lombard Odier. Prior to joining Lombard Odier, Vincent spent close to nine years at Société Générale, one of the largest European banks. His last position was as Regional Head of Sales and Marketing for Private Banking in Asia, overseeing business development efforts across the region. Vincent began his career in international private banking at Credit Suisse in Switzerland and relocated in 2002 to Singapore. He has worked and lived in Hong Kong and Singapore for 19 years.

Martin Frick is Managing Director, Asia Pacific, at Temenos. Prior to joining the company, Martin was Managing Director of Asia Pacific for Avaloq. He has over 20 years’ relevant experience in banking and banking technology, including working as a Senior Executive of Raiffeisen Bank in Switzerland, as well as Executive Director and Head of Custody Processing Service at UBS. 

He is a qualified economic computer scientist, and has an MBA dual degree from the State University of New York at Albany and GSBA Zurich.

Patrick is the Global Head of Wealth Solutions, Sales Strategy & Execution, for Refinitiv based in Singapore. In leading this global team, his objective is to ensure that Refinitiv’s products & services meet the needs and expectations of wealth management customers & prospects across ASEAN. Prior to this role, Patrick was Head of Proposition Sales, ASEAN from Jan 2020 to Dec 2021 and Head of Market Development for Wealth – APAC at Refinitiv until Dec 2019. Patrick joined the Financial & Risk division of Thomson Reuters in 2014, which became Refinitiv in October 2018. Previously Patrick worked within the private banking industry in Singapore as Head of the European Desk at Barclays Wealth and Head of Private Banking at VP Bank (Singapore). He moved to Singapore in 2008 from London where he was a team leader for Barclays Wealth. Patrick is a Chartered Fellow of the Chartered Institute for Securities & Investment and has a BSc in Statistics from the University of Newcastle upon Tyne. Outside of work his focus is on being a husband, a father, a runner and a Scotsman.

Urs has been in the private banking industry for 34 years, and since 1986 in Asia. After expanding the private banking businesses of Credit Suisse, ABN AMRO and Clariden/Clariden Leu in Singapore and throughout Asia, he decided to go independent. In 2009, Urs founded HP Wealth Management Singapore Pte Ltd, with Michael Foo, the former Head of Clariden Leu's Portfolio Management unit, as the Chief Investment Officer. The company's focus is exclusively on looking after private clients, acting as an Independent Asset Manager. Over the years, the firm has added a well-developed Family Office capability, which includes expertise in Private Markets. Urs believes that an Independent Asset Manager can offer a client the best of both worlds: a custodian of choice coupled with truly independent investment advice. Urs is also a founding member of the Association of Independent Asset Managers (Singapore). Urs continues to believe that private banking is and remains a people's business and that the key aspect of building a successful business is the ability to listen to the client and to build strong relationships. Relationships last longer than products!

Julian was born and raised in Sydney Australia holding degrees in Real Estate from the UNSW, and Mandarin from BLCU. He has co-founded 8 companies, including social media, real estate investment & development, proptech and blockchain. He is focused on building key infrastructure connecting DeFi (Decentralized Finance) + TradFi (Traditional Finance) . Julian is the co-founder and CEO of InvestaX (Singapore Security Token Platform) and IX Swap (1st Automated Market Maker for security tokens/NFTs). Julian is also the host of the Infinity and Beyond Podcast. He lives in Singapore with his co-founder Alice, daughter Kennedy and two dogs Chase and Marley. 

Twitter: https://twitter.com/julian2kwan.
Linked: https://www.linkedin.com/in/juliankwan/.
Company Website: www.investax.io.
Company Website: www.ixswap.io

Vincent Magnenat, Limited Partner, is Chief Executive Officer of Lombard Odier in Asia. Vincent has spearheaded the growth and expansion of Lombard Odier’s private banking business since joining the firm in 2012, contributing heavily to raising its visibility and overseeing solid growth in assets under management. He was invited to be a Limited Partner of the Group in February 2018. He has also been a key architect of the firm’s strategy to serve clients directly from three offices in Asia and partner with some of the region’s major financial institutions to support their goals of becoming private banking leaders in their markets while leveraging over 200 years of international wealth management expertise of Lombard Odier. Prior to joining Lombard Odier, Vincent spent close to nine years at Société Générale, one of the largest European banks. His last position was as Regional Head of Sales and Marketing for Private Banking in Asia, overseeing business development efforts across the region. Vincent began his career in international private banking at Credit Suisse in Switzerland and relocated in 2002 to Singapore. He has worked and lived in Hong Kong and Singapore for 19 years.

Nick Pollard joined CFA Institute in 2016 as managing director for Asia Pacific. Based in the Hong Kong SAR office, he also oversees operations in Beijing, China and Mumbai, India. Nick is responsible for working with all CFA Institute stakeholders, increasing the number of candidates entering and moving through the organization’s credentialing programs, and working with institutional partners (employers, universities and regulators) throughout the region. He is actively engaged with 21 CFA Institute societies that represent more than 27,000 members in the region. Nick is a seasoned wealth management and banking executive and skilled at growing businesses in Europe and Asia. He brings a unique combination of strategic leadership skills as well as learning and professional development expertise. Prior to joining CFA Institute, Nick was CEO of The Royal Bank of Scotland’s Coutts Asia division and, most recently, he was the Head of International Learning and Professional Development for Coutts International. Nick began his career with NatWest Group, subsequently part of the RBS Group, where he gained experience in marketing and talent development. Nick earned his B.A from University College, London and is a Member of the Private Wealth Management Association. He has lived and worked in the APAC region since 2009 and resides in Hong Kong.

Tanmai used to be a Managing Director (Credit Trading) at Deutsche Bank before founding Canopy. He enjoys coding and trading.

Tanmai was in a front office trading floor role from Aug 1993 till Mar 2013. He has extensive cross asset-class, cross functional and cross geography experience, having worked across various functions including Trading (with stints in Client Coverage and Structuring as well), based in major financial centres including Singapore, Hong Kong, New York and Mumbai. 

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.

Herwig holds a degree in Applied Economics from the UFSIA University in Antwerp. He obtained an MBA from INSEAD in 98. Herwig has been active in wealth management for over 15 years. He worked for Morgan Stanley from 1999 till 2009, where he was an executive director in the private wealth management department. Previously, he worked as a branch manager for Citibank, focusing on wealth management.

Adam Cowperthwaite is Asia Pacific Head of Capital Markets at Citi Private Bank. In this role he is responsible for the management and development of Citi Private Bank’s cash, derivatives and structured solutions product offerings for Asia Pacific clients across equities, foreign exchange, fixed income & rates, credit and commodities. Adam is an investment and risk management specialist, whose career in equity, fixed income, commodity and alternative-asset derivatives began in London in 1996. Prior to joining Citi in April 2014, he held derivative structuring, sales and sales management positions in London and Hong Kong, at US, European and Japanese investment banks, including J. P. Morgan, Credit Suisse and Daiwa Capital Markets. His clients have included an extensive range of private banks, family offices, corporates, retail banks, asset managers and insurance companies. Adam is a third-generation Hong Kong citizen and a graduate of the London School of Economics.

Gebhard Giselbrecht is Head of Asset Management Singapore as well as Chief Operating Officer for Asset Management in Asia Pacific. As COO, Gebhard leads business development and strategy, and has regulatory, risk and shared services oversight. In addition, he focuses on the product and solutions delivery to the various client segments in Asia Pacific.

Gebhard joined Asset Management in 2006. Before assuming his current role he was responsible for Treasury, Strategic Planning and Business Development/M&A team for Asset Management in Zurich.

Prior to Credit Suisse, Gebhard was a Senior Engagement Manager at McKinsey and Company. He worked primarily in the Financial Services Industry with a focus on Corporate Finance, Risk Management and Capital Markets related topics.

Gebhard received his degree in Business Administration with a focus on Finance from the University of St. Gallen. He also holds a Master in Business Informatics and Business Administration (MBI/MBA) from the Rotterdam School of Management.

Mr. Thompson is an executive vice president, head of the Singapore office and head of the wealth management group in Asia ex-Japan. The group focuses on building distribution relationships with financial institutions that outsource to third party managers on the basis of open, guided or managed architecture. Previously, Mr. Thompson was head of European institutional remarketing and based in PIMCO’s London office. Prior to joining PIMCO in 2006, he was responsible for U.K. business development and marketing at Western Asset Management Company. He has 21 years of investment experience and holds an undergraduate degree in economics and law from the University of Natal in South Africa.

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.