Citi Private Bank
Managing Director and Head of Managed Investments and Advisory for Asia Pacific
Adam Proctor is a Managing Director and Head of Managed Investments for Asia Pacific, based in Singapore.
Agnes K Y Tai
Great Glory Investment Corporation
Ms. Tai is a Director of Great Glory Investment Corporation and Senior Advisor of iPartners Holdings Limited. She has 39 years of experience in in establishing and managing fund and risk management, direct investments, corporate strategy, risk management and sustainability.
China Construction Bank (Asia) Corporation Limited
Head of Investment and Securities Services
Alan Chan has over 15 years of experience in banking industry and currently Head of Investment and Securities Services in China Construction Bank (Asia) Corporation Limited (“CCB (Asia)”.
Alexandra Boakes Tracy
Hoi Ping Ventures
Alexandra Boakes Tracy is President of Hoi Ping Ventures in Hong Kong, which she founded to provide research and consulting on sustainable and low carbon investment in Asian emerging markets.
Alvin Poh, CFA, CAIA, CFTe
Bank of Singapore
Executive Director, Head of Funds Due Diligence
Alvin is Head of Funds Due Diligence, Executive Director, at Bank of Singapore ("BOS") where he leads a team of analysts responsible for selecting and monitoring mutual funds and hedge funds.
Associate Director of Investment
Andrew is currently Associate Director of Investment at RS Group, a mid-sized Hong Kong-based family office with a focus on sustainable and impact investments.
Bank of Singapore
Head of Product Management Group
Angel Wu is the Head of Product Management Group for Bank of Singapore in Hong Kong.
Standard Chartered Bank
Head of Investment Advisory – Wealth Management
Angela Ng is currently Head of Investment Advisory in Standard Chartered Bank (HK) Ltd.
Head of Singapore, Funds and ETFs APAC
Angie Lee is a Head of Funds and ETFs for Singapore for Credit Suisse Private Private Banking and Wealth Management.
Arjan De Boer
Indosuez Wealth Management
Head of Markets and Investment Solutions, Asia
Drawing upon his extensive leadership experience and industry knowledge, Arjan is responsible for the entire products and services offering in Asia and overlooks the regional investment strategy.
DBS Bank (Hong Kong) Limited
Executive Director, Treasures Investment Advisory Head Investment Advisory
Belinda Hsieh has over 20 years of diverse experience in the financial services industry. She joined DBS Bank in 2017 as Funds & investment Strategy Head, and now hold the position as Treasures Investment Advisory Head.
Hang Seng Bank Limited
Head of Investment Advisory and Executive Director of Hang Seng Investment Services
Belle has been with Hang Seng Bank as Head of Investment Advisory and Executive Director of Hang Seng Investment Services since 2011.
Billy Wong, FSA, CFA, LLB, BSc
Business Leader, Health & MPF, Hong Kong
Billy Wong is the Business Leader, Health & MPF, Hong Kong for Mercer.
Head of Sustainable Responsible and Impact Investment
Bonny helps develop Sandaire Investment Office’s capabilities in Sustainable, Responsible and Impact Investment
Charis Wong, CFA
Director, Head of Fund Solutions Hong Kong
Charis Wong is Head of Fund Solutions Hong Kong, for Credit Suisse Private Banking & Wealth Management division, based in Hong Kong.
Managing Director, Head of Research, Asia Pacific
First Harbour Capital Partners Ltd
Chairman & CEO
Chris has over 35 years of senior experience in financial services across Asia Pacific. He is Chairman and Chief Executive of First Harbour Capital Partners, an investment and consulting business, advising financial services businesses wanting to grow into APAC markets, across APAC markets or from APAC markets to global markets.
Hang Seng Bank Limited
Senior Investment Advisor of the Investment Advisory Department
Clement Lai is Senior Investment Advisor of the Investment Advisory Department with Hang Seng Bank Limited. He is a mutual fund specialist within the team.
Publisher & CEO
Elsa is a publisher, conference organizer and social entrepreneur, whose interest is to innovate and drive interesting propositions that benefit real change for the community
HSBC Private Bank
Head of Mutual Funds and ETF (South East Asia)
George Lam is the Head of Mutual Funds and ETF (South East Asia) for HSBC Private Bank.
Dr. Gloria Siu
Gain Miles Group
Dr. Gloria Siu has over 20 years of experience in the insurance industry; expertise on all industry aspects including corporate pension, employee benefits, general insurance and financial planning, from operations to business development; individuals to corporations.
Fubon Bank (Hong Kong) Limited
Head of Investment Product Channel & Wealth Management Division
Harry Chan is First Vice President, Head of Investment Products at Fubon Bank.
Standard Chartered Private Bank
Head, Managed Investments Distributions
Jason Yeung is the Head, Managed Investments Distributions for Standard Chartered Private Bank.
Bank of Montreal (BMO) Private Bank
Regional Head of Investment
Jaye Chiu is the regional head of investment for Bank of Montreal (BMO) Private Bank in Asia.
Managing Director, Asia Pacific
Jo has been in Asia for over 20 years, predominantly based in Hong Kong but with two valuable years spent in Singapore.
Bank Julius Baer & Co. Ltd.
Head of Fund Specialists Hong Kong
Johann Santer joined Bank Julius Baer in January 2015 as senior relationship manager for institutional clients in North Asia
ICBC (Asia) Limited
Deputy Head of Personal Banking
Jonathan Wan is the Deputy Head of Personal Banking at Industrial and Commercial Bank of China (Asia), managing the wealth management product and business of the personal banking sector.
Larry Cao, CFA
Director, Industry Research, Asia Pacific
Larry Cao, CFA, conducts original research and develops educational products as content director for Asia Pacific at CFA Institute.
Dr. M F Chan
Noble Apex Advisors Ltd
Dr. M.F. Chan is a well-regarded professional in investment management and personal financial planning, with 20 years’ working experience in the industry.
Partner, Asset and Wealth Management Industry Practice
Maria is a partner in PwC Hong Kong’s financial services division and specialises in the asset and wealth management industry.
Partner, Asset Management Industry Leader
Marie-Anne Kong is a partner in PwC Hong Kong’s Financial Services Division and leads the firm’s Asset and Wealth Management practice in Hong Kong. She has over 25 years of experience working in Hong Kong and the UK.
Meng Keet Wong
UOB Private Bank
Head of Managed Product Solutions
Mr Wong Meng Keet joined UOB in 2013 and is Head of Managed Product Solutions at UOB Private Bank. Mr Wong is responsible for the Bank’s managed products solutions which include mutual funds, hedge funds and private equity funds.
Managing Director, Asia Pacific
Nick Pollard is managing director for Asia Pacific, CFA Institute. He is responsible for working with all organizational stakeholders, increasing the number of regional credentialing program candidates
Oreana Private Wealth
Mr Norman Chan is the Chief Investment Officer & the director of Oreana Private Wealth – a division of Oreana Financial Services Ltd.
CDP North America
Paula DiPerna is a strategic global environmental and philanthropic policy advisor, and author. She serves currently as Special Advisor to CDP (formerly the Carbon Disclosure Project)
Pierre DeGagné, CFA
Director – Investment Funds, Fund Selection & Strategy
Pierre DeGagne joined DBS in September 2013 and is leading regional initiatives in Fund Selection & Strategy
Rodolphe Larqué, MSc, CFA
Credit Suisse Private Banking, Asia Pacific
Director, Head Funds and ETFs, Asia Pacific
Rodolphe Larqué is Head of Funds and ETFs for Asia Pacific for Credit Suisse Private Banking, Asia Pacific.
Wealth Management Alliance
CEO and Founder
Having worked since February 2000 in Hong Kong and Singapore, Stephan has over twenty five years of experience in the banking sector, in the fields of capital markets, asset management and private banking.
Steven Seow is the founder and executive director of Singapore Consultancy. He has more than 16 years of working experience in banking and consulting.
Stuart Leckie O.B.E., J.P
Stirling Finance Limited
Mr. Stuart Leckie is Chairman of Stirling Finance Limited and advises on investments and pensions in Asia.
Group Head of Marketing
Over her 17 years of integrated marketing experience, Sunshine Farzan has held senior marketing positions at MetLife, American Express, Harte Hanks, and Kraft Foods
Tracy Ma, CFA
Convoy Asset Management Ltd.
Head of Investment Products
Tracy Ma is currently the Head of Investment Products under Convoy Asset Management Ltd.
Partner | Executive Search
Wyman Leung M.Phil, FRM
AMG Financial Group Ltd
Chief Investment Officer
Wyman is the Head of Investment for AMG Financial Group Ltd, providing investment research, investment advisory and asset management services to clients in the Asia Pacific region.