Marco Bardelli is CEO of BDG Singapore Private Ltd, a Wealth Management company part of UBI Banca Group.Marco Bardelli, a University of Chicago MBA Graduate, has been working throughout all his career for UBI Banca Group. After a first period in Italy, he has been on different assignments i After a first period in Italy, he has been on different...

Candice Beaumont is a Managing Director who runs L Investments, a single family office with a vast portfolio of public and private equity that is primarily focused on commodities. She oversees all capital allocation decisions for the fund of funds as well as the direct investment portfolio. She is also a financial consultant to Genoil...

Mr. Rohit Bhuta has over 20 years of experience in the financial services industry with extensive knowledge of the wealth management industry in over 5 countries. Mr. Rohit Bhuta joined the Board of Religare Macquarie Wealth Management as Director on June 19, 2009 and has since taken over the responsibility of the overall management of the...

Area of expertise Working at REYL & CIE since 2007, in Geneva, as a senior manager and member of the Management Committee, Charles Bok was appointed in 2010 as Chief Executive Officer of Reyl Singapore PTE LTD. He is responsible there for the development of Asian clients. Career From 1986 to 1995 he progressed through technical and sales roles in...

For 18 years, Leonardo Braune acts as a tax consultant in the areas of international tax, real estate planning, weatlh preservation, fiduciary advice, implementation and management of international structures and project management. He began his career at Arthur Andersen as a trainee. Over the years, he became Senior Manager of the tax consulting ...

Professional Background: Ramu Chakravarthy Education: Double Masters degree M S In Banking & M B A in Finance from Bangalore, India More than 19 years of Global Financial Market Experience in India, Australia and United States in Investment Banking, Inst Sales and High level Private Banking at Merrill Lynch, Morgan Stanley and...

Ashutosh Chandna is seasoned banking professional, with more than fifteen years of global industry experience. He has a successful track record in functional areas of Compliance, Credit, Collection and Operational risk. Ashutosh Chandna is currently Head of Private Bank Risk Management with ANZ Banking Group and is responsible for Credit risk...

Jessica is a Founder, Managing Director and the Head of Operations & Compliance of EXS Capital. She oversees all aspects of financial and operational control as well as regulatory compliance for the firm. She is an expert in many areas of corporate and individual financial, regulatory and tax issues, particularly in regards to Americans living in...

Growing up in South Africa, Greg completed his undergraduate degree at the University of Cape Town. He holds an MPhil in Economics and a PhD in Behavioural Decision Theory, both from Cambridge University. His PhD dissertation combined research into the psychology of decision making with finance theory to examine financial behaviour and the...

Arjan has 13 years of experience within ABN AMRO of which more than 5 years in Asia. He started his financial career with the Hollandsche Bank Unie (HBU) and later on became Head of Treasury & Special Products Private Clients within the Netherlands. Early 2006, Arjan relocated to Singapore to take up the position of Regional Head of Treasury &...

• Current role CEO of HMP Dynasty Family Wealth catering for a small number of UHNW clients from Europe and Asia Pacific • 25 years experience in servicing HNW and UHNW clients and building and leading focused Private banking teams • Successfully built profitable practices with significant recurring revenues and cumulative AUM over $1billion. ...

Simon Grose-Hodge has 25 years of experience in Treasury markets in Europe, the Americas and Asia, primarily focusing on foreign exchange and fixed income. His career started with Morgan Grenfell in London, before moving on to the Royal Bank of Canada in Toronto. In 1994 he moved out to Asia and has worked in both Singapore and Hong Kong for...

Over his 25-year career, Yoshihiro has held a number of senior and directorial positions in various financial services groups and banks. He holds a Bachelor of Arts Degree (Faculty of Law) from Kanazawa University in Japan.

Nick is an experienced leader in the Financial Services Industry with particular emphasis in Private Banking, Premium/Priority Banking and Wealth Management and Corporate Advisory for over 30 years. He has worked at a number of leading organisations including Credit Suisse, Merrill Lynch, St George Bank, UBS and Commonwealth Bank of Australia. ...

NIKHIL KAPADIA Chief Executive Officer Wealth Management Nikhil Kapadia heads Avendus’ Wealth Management business globally. He has over twenty-four years of experience in the financial services industry and is based out of Mumbai. Prior to joining Avendus Capital, he headed DSP Merrill Lynch’s and later Deutsche Bank India’s Private Wealth...

As Director, Investments at Altamount Capital Management, Richa looks after the Asset Allocation strategy for clients. She is also responsible for screening, selecting and monitoring mutual funds; benchmarking & modeling of portfolios. An MBA from the Narsee Monjee College of Commerce and Economics, Richa has rich experience of thirteen years in...

Heline Lam is the Head of Talent Acquisition, North & South East Asia at Standard Chartered Private Bank, currently based in Singapore. Prior to moving into HR, she had extensive experience both as a Private Banker and in executive search in Singapore, Hong Kong and Shanghai. Born and raised in Vancouver (Canada), Heline holds a Bachelor of...

Marc Lansonneur joined Societe Generale Private Banking (Asia Pacific) in 2008 as the Regional Head of Capital Markets . He was appointed into his current role in Feb 2011 as the Regional Head of Investment and Market Solutions, where he oversees the Investment Division. The Investment team comprises of Research, Funds, Investment...

Dr. Lee Boon Keng joined Bank Julius Baer as Co-Head of Investment Solutions Group Singapore in January 2010, and was appointed to head the Investment Solutions Group Singapore in June 2011. He is well published in the academic arena and is a regular commentator on trends and investment themes within Asian markets. Dr Lee Boon Keng obtained his...

Daryl Liew is Head of Portfolio Management for REYL Singapore, a subsidiary of independent Swiss banking group REYL & CIE, holder of a Capital Markets Services Licence by the MAS under the Securities & Futures Act for fund management. With more than eight years of experience in the investment and wealth management industry, Daryl is in charge of...

Lim Say Boon is the Chief Investment Officer for DBS, Private Banking. In a career spanning 28 years, Say Boon has held senior positions in both banking/finance and the financial media internationally. Prior to joining DBS, Say Boon was the Chief Investment Strategist for Standard Chartered Bank, Group Wealth Management and Private Banking. He ...

Mandeep Nalwa is the Chief Executive Officer and Founder of Taurus Wealth Advisors Pte Ltd (“Taurus”).Taurus was first set up by Mandeep in a bid to overcome the inherent conflict of interest that exists in the current framework of investment advice provided through the Private Banks.With over 16 years of advisory experience in advising HNW...

Mark Paine, originally from London was educated in the UK and the USA. After graduating from the University of Hertfordshire with a degree in Business Operations and Law, Mark joined Barclays Bank and later The Halifax as a graduate trainee. In 1993 he joined Meyado International Limited as a Financial Adviser based in Frankfurt, Germany. Since...

As Director & CEO of Kotak Mahindra (UK) Ltd., Singapore Branch, Ruchit is responsible for the development of the business in the Far East region where Kotak started its operations in 2007. A large part of the business is tilted towards providing Indian investment solutions to specialist international investors. Ruchit joined the Kotak Group in...

Ravi Raju is the Head of Private Wealth Management (PWM) for Asia Pacific at Deutsche Bank. He was appointed to this position in March 2007. As Head of Asia Pacific, Ravi is a member of the Global Executive Committee for PWM. Based in Singapore, Ravi sets the strategic direction of the PWM business in the region. He oversees the PWM franchise of...

Maikel Sajangbati MSc, CWM, ChFC, CLU, CFP®, FLMI Maikel is CEO & Owner of MaeSa Consulting Indonesia and has over 27 years experience in Financial Service Industry. Prior to run his consulting firm, he has worked for more than 16 years as Senior Executive at MetLife Indonesia & MetLife Philippines, (subsidiary of MetrLife, New York, USA). For...

Since January 2011, Lukas is the Chief Risk Officer for ABN AMRO in Singapore and Head of Risk Management for Private Banking Asia. Between 2006 - 2010, Lukas was Asia Head of Risk Advisory Services based in Hong Kong and afterward SG. This unit advised local and regional banks on risk management upgrades. Between 2003 - 2006, Lukas was Head of...