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INVESTMENT ADVISORY SUMMITSINGAPORE 2016

May 17, 2016 | Ballroom 2, The Fullerton Hotel

INVESTMENT ADVISORY SUMMIT 2016SURVEY

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Investment Advisory Council 2016

Angel Wu Regional Head, Products & Solutions, Asia and Middle East ABN AMRO Private Bank

Belle Liang Head, Investment Advisory Hang Seng Private Bank

Claude HarbonnHead of Investment Consulting SingaporeCredit Suisse

Leslie Ching Senior Vice PresidentInvestment CounsellorEFG Bank

Mario Christoph Becker Head, Investment Advisory, Southeast AsiaStandard Chartered Private Bank

Patrick GrossholzHead, Investment Management, APACUBS Wealth Management

Richard Mak Head, Advisory Services, Asia Pictet & Cie

Rocky Cheung Executive Director, Head of Investment Advisory, Hong Kong Wealth ManagementDBS Bank

Sascha Banz Head of Investment Consulting, Greater ChinaCredit Suisse

Sean Cochran Head, Mandate Specialists, Asia Pacific UBS Wealth Management

Tuan HuynhRegional Head, Portfolio Management, Asia PacificDeutsche Bank Wealth Management

Programme

Registration and Co�ee 8:15am - 9:00am

Opening comments9:00am - 9:10am

CEOs in debate | Buy or Die?

The private banking industry has entered a state of almost frenzied collaboration but is it a binary choice between "buy" and "die"? At a juncture where growth in terms of AUM has stalled - based on proprietary Asian Private Banker data - certain questions hang in the air. One, why are large players even considering exits despite the fact that private banking operations are light on capital and high on ROA? Two, how do banks stay competitive without consolidating? Three, is the industry understa�ed in Asia - particularly in Hong Kong and Singapore - and how is its "don't hire to promote policy" faring?

Chair:

Shruti Advani, Editor, Asian Private Banker

Panellists:

Amit Shah, Co-Founder & Executive Director, IIFL Private Wealth

Bahren Shaari, Chief Executive O�cer, Bank of Singapore

Francesco de Ferrari, Head of Private Banking Asia Pacific, Credit Suisse

Rahul Malhotra, Head of Southeast Asia, J.P. Morgan Private Bank

Tan Su Shan, Group Head, Consumer Banking & Wealth Management, DBS

9:10am - 10:10am

Session 1 | Liquid Alternatives & Investment Themes for 2016

We are at a very interesting juncture in global markets, with immense turbulence towards the end of 2015 and start of 2016, the worst start of any given year. What investment themes and solutions make sense in this environment? How can liquid alternatives help investors navigate volatility? Hear insights from Invesco and leaders in private banking advisory.

Moderator:

Richard Batty, Fund Manager, Invesco

Panellists:

Claude Harbonn, Head of Investment Consulting Singapore Credit Suisse

Mario Christoph Becker, Head, Investment Advisory, Southeast Asia, Standard Chartered Private Bank

10:10am - 10:50am

Session 3 | The Rise of the Robots

Gone are the days of leather-backed chairs, wood-paneled walls and red-carpet treatment. A machine that spits out smart, predictive analysis using innovative algorithms and realms of data from individual investment portfolios - also known as robo advisory - is now very much in demand. While robo advisory is new to Asia, private banks are taking it seriously. How are private banks in the region interpreting robo advisory di�erently to their Western counterparts and how prepared are the humans in the private banks?

Moderator:

Priyanka Boghani, Senior Reporter, Asian Private Banker

Panellists:

Christian Huber, Chief Operation Executive Asia Pacific, Credit Suisse

Geo�roy De Ridder, Managing Director, Operating Head, UBS Wealth Management Asia Pacific

Sudhir Nemali, Chief Operating O�cer, Asian Pacific, Deutsche Bank

11:55am - 12:35pm

Co�ee Break 10:50am - 11:15am

Session 2 | Diversifying Your Alternative Investment O�ering through Quantitative Strategies

Private banks, among other investors, have been facing significant challenges when having to make asset allocation decisions in the current market context, and even well diversified long only balanced portfolios have not delivered the expected returns for investors. In the current context, we will examine the benefit that certain quantitative strategies can bring to client portfolios and, similarly, to other well established alternative investments such as hedge funds. We will also look into the benefits of adapting the risk/return profile of equities to the current volatile market context with the help of derivative overlay strategies, bringing risk mitigation and yield enhancement. We discuss the deep implications of being able to achieve cheap, passive alpha and its ability to fit into portfolios amid the imminent ban of the trailer fee.

Presenters:

Etienne Grisey, Head of Equity Derivatives Structuring, Asia Pacific, Global Markets, BNP Paribas

Karrie Fung, Cross Asset Solutions Sales, Asia Pacific, Global Markets, BNP Paribas

11:15am - 11:55am

Networking Luncheon (Held in Ballroom 3)12:35pm - 2:05pm

Session 4 | Technology | Getting Ready for the Digital Future in Private Banking

In Asia, private banks are grappling with cost-income ratios and digitisation/automation is seen as key to di�erentiating winners from the rest. However, this is going to be a journey and not a long-jump. Getting to work out big data analysis, robo-advice, portfolio riskiness, client suitability checks besides the usual pricing, execution and post-trade, all with a click of a button, will not be an overnight occurrence. How do we get there? Which forces (business/regulatory/others) will shape it? Which investments will we need to make? Who can we partner with to speed up delivery and minimise project and execution risks? All vital questions for C-level executives to shape the future. Here we look at what is needed to be prepared for the digital future.

Presenter:

Anup Gupta, Head of Sales APAC, Vontobel

2:05pm - 2:45pm

Session 5 | Solution Trades | The Di�erentiator in a Quiet Market

Asset allocators are perplexed as key macro factors are all at crossroad junctions. Research analysts are concerned about the high valuation of DM assets while complaining about the continuing compressed multiples in the EM and commodity segments. With no clear trends, there are no flow products. More important than ever is the need for qualified wealth management advice - the need for customised solutions fitting the demand for generating alternative, liquid, and alpha returns. What solution o�erings are available for importing, from the institutional marketplace, to the private banking world?

Moderators:

Manoj Kapai, Head of PCS South Asia, Citi

Peter Fung, Head of MAG Solutions, Citi

Conversation Catalysts:

Ron Lee, Chief Investment O�cer, Wealth Management Alliance

Tuan Huynh, Regional Head, Portfolio Management, Asia Pacific Deutsche Bank Wealth Management

Vinit Sarangdhar, Founder & Managing Director, Alpha Quest

2:45pm - 3:25pm

Session 6 | Legacy and Life: Securing Wealth Legacies in an era of Wealth Transition and Shifting Demographics in Asia

Wealth across Asia’s emerging markets is expected to total US$8.4 trillion by 2017*. A sizeable chunk of this will be transitioned to a new generation, who will take over the reigns of family businesses. Accordingly, the priorities and needs of Asia’s high net wealth individuals ("HNWI") are shifting from wealth creation to asset protection and legacy preservation. Concurrently, we are seeing increasing demand for legacy planning among younger HNWIs. Given the relative youth of this wealth, assets are typically tied up in a single business or location, with limited portfolio diversification. Life insurance can be an e�ective and flexible tool within the broader wealth management toolbox to diversify that risk, and ultimately to provide peace of mind. Therefore we expect the region to see robust annual growth in life insurance in the coming years. Challenges remain, however. We are seeing a clamp down by Chinese regulators seeking to limit the buying of insurance policies abroad as a means to transfer assets out of China. We have also entered an era of low interest rates which naturally causes market volatility. However, whereas assets and investments can be volatile, a life insurance policy is a stable product that covers di�erent needs, like providing wealth protection, flexibility for legacy planning, and, most importantly, peace of mind.

(*according to the 2015 World Wealth Report).

Moderator:

Sebastian Enberg, Deputy Editor, Asian Private Banker

Conversation Catalysts:

Craig Ellis, CEO Singapore, Global Wealth Solutions, Willis Towers Watson

Damiaan Jacobovits de Szeged, President & CEO, Transamerica Life Bermuda

Owen Young, Managing Director and Global Head of Bancassurance, Wealth Management, Standard Chartered Private Bank

Peter Triggs, Managing Director, Regional Wealth Planning, DBS Private Bank

3:25pm - 4:05pm

MC

Paris Shepherd joined Asian Private Banker at the beginning of 2015, having spent almost a decade at Euromoney Institutional Investor plc building their conference division throughout Asia. He has been based in Hong Kong and the People’s Republic of China since 2003, and has done business in almost every functional market in Asia, including a few years in Dalian, Shenyang to improve his Putonghua fluency.

Paris graduated from the University of Adelaide, Australia, and was heavily involved in AIESEC, the world’s largest youth run NGO during his university years.

Paris ShepherdManaging DirectorAsian Private Banker

CEOs in debate | Chair and Panellists

Shruti Advani has been Editor of Asian Private Banker since 2009. She previously worked as an anchor and Associate Stocks Editor for Bloomberg Television. Ms Advani is acknowledged in Hong Kong banking circles as an authority on private banking. She is a frequent speaker and moderator at industry events, as well as jury Chairperson for the Asian Private Banker Awards for Distinction.

Shruti AdvaniEditor Asian Private Banker

Amit has more than 17 years of experience in the financial services industry, including 11 years of advising global institutional investors.

He heads IIFL’s International Business with o�ces in New York, Houston, London, Geneva, Mauritius, Dubai, Singapore and Hong Kong. His primary responsibility is to build institutional & NRI HNI relationships globally for the group, which today stands at over US$5bn of assets under advisory/ management.

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 a graduate degree in Commerce. Amit recently received ‘NRI of the Year’ Award 2016, for the Asia Pacific Region.

Amit ShahCo-Founder & Executive DirectorIIFL Private Wealth

Bahren Shaari is Chief Executive O�cer of Bank of Singapore. Prior to this, he was Global Head of the Southeast Asia business from 2010 to 2015 and was instrumental in establishing Bank of Singapore’s market-leading position in the Indonesia and Malaysia markets, tripling the combined assets under management (AUM). As a member of the management team, he was deeply involved in key business initiatives to drive growth and spearheaded the development of a robust client-centric advisory process that helped deliver significant revenue growth.

A well-respected banker with more than 25 years of private banking experience, Bahren joined ING Asia Private Bank (IAPB) in 2009 and was a member of the management team that continued to lead after it was acquired by OCBC Bank and renamed Bank of Singapore in 2010. Prior to that, he was Managing Director of UBS AG Wealth Management, where he was responsible for the growth of the Southeast Asia and Australia markets. He is active in public service and is currently a Board Member of Singapore Press Holdings Limited where he serves as Chairman of its Audit Committee. He was conferred the Public Service Medal, in 2008 by the President of Singapore.

Bahren holds an Accountancy degree from the National University of Singapore.

Bahren ShaariChief Executive O�cerBank of Singapore

Francesco de Ferrari is the Managing Director, Head of Private Banking Asia Pacific based in Singapore. He was appointed to the additional role as CEO Southeast Asia in November 2015.

Mr. de Ferrari joined Credit Suisse in 2002. Before taking on his present role in January 2012, he was Chief Executive O�cer of Credit Suisse Private Banking in Italy. Prior to that, he was Chief Operating O�cer for Private Banking Europe, Middle East and Africa (EMEA) region in Zurich and country Chief Operating O�cer in Italy.

Mr. de Ferrari started his professional career in 1990 and has worked in a number of blue chip companies such as Deloitte & Touche, Nestlé and McKinsey. Prior to joining Credit Suisse, he founded and led three di�erent entrepreneurial ventures.

Mr. de Ferrari was named Private Banker of the Year at the Asian Private Banker Awards for Distinction 2015. He holds a degree in Economics and International Business from the NYU Stern School of Business and an MBA from INSEAD.

Francesco de FerrariHead of Private BankingAsia PacificCredit Suisse

Rahul Malhotra is a Managing Director and Head of Southeast Asia for J.P. Morgan Private Bank. Based in Singapore, he is responsible for expanding the private bank’s business for Southeast Asian and Non-Resident Indian (NRI) clients across di�erent regions.

Mr. Malhotra joins J.P. Morgan following nearly 25 years of experience in financial services. He was previously the Head of Wealth Management for Asia at Merrill Lynch. He successfully built the global India business for Merrill, where today they are one of the largest onshore private banks. Prior to that, Mr. Malhotra spent 20 years in Citibank where he was based in Dubai, London and Singapore. At Citibank, he held various senior leadership positions including Global Head of Non Resident Indians (NRI) and Head of Retail Banking in Asia.

Mr. Malhotra attended the Executive Education Programme from Columbia University and received his Bachelor’s Degree from Delhi University.

Rahul MalhotraHead of Southeast AsiaJ.P. Morgan Private Bank

Ms Tan Su Shan joined DBS in June 2010.

She is currently Group Head, 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 was a Nominated Member of Parliament in Singapore between February 2012 to August 2014. She was the founder and past president of the Financial Women’s Association in Singapore, and a board member of Aetos Security Management, a wholly-owned subsidiary of Temasek Holdings. She also sits on the investment committee of MOH Holdings Pte Ltd. In addition, Su Shan is co-chairman of the Monetary Authority of Singapore Private Banking Advisory Group.

Married with two children, Su Shan is actively involved in fund-raising for various Singaporean charities and sits on the board of Singapore’s KK Hospital Health Endowment Fund, which provides financial support to needy patients. She was a past board member of the National Museum and a member of the International Women’s Foundation and the Young Presidents Organisation. On the education front, she is an advisor to Hwa Chong Institution, SJI International School and Lincoln College, Oxford University.

Su Shan graduated with a Master of Arts from Oxford University in the United Kingdom, where she studied Politics, Philosophy and Economics. In February 2006, she was selected by Citi Private Bank to participate in the Senior Leadership Program at Harvard Business School. In May 2012, she was awarded the Distinguished Financial Industry Competent Professional (FICP) title, which is the highest certification mark for a financial practitioner in Singapore, by the Institute of Banking and Finance. 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.

Tan Su ShanGroup HeadConsumer Banking & Wealth ManagementDBS

Presenters, Panellists and Moderators

Claude HarbonnHead of Investment Consulting SingaporeCredit Suisse

Claude Harbonn is the head of Investment Consulting in Singapore covering Southeast Asia. In addition to managing his teams of investment consultants who o�er bespoke investment advice to clients across Southeast Asia, he also directly advises key clients on managing their investment portfolios. Mr. Harbonn has been with Credit Suisse since 2008 and before that was an Investment Consultant with UBS since 1999. He has been in Singapore since 2001.

Mr. Harbonn has a Masters’ Degree in Electrical Engineering from Imperial College London and a Masters in Finance from HEC Lausanne.

Christian HuberChief Operation Executive Asia PacificCredit Suisse

Christian Huber is a Managing Director and Chief Operating O�cer Private Banking Asia Pacific. Prior to that, Christian was the Co-Head, the Chief Operating O�cer and the Product Head of Private Banking Japan at Credit Suisse AG, Tokyo Branch/Credit Suisse Securities (Japan) Limited.

Christian re-joined Credit Suisse in 2004 and relocated to Japan in 2007, where he played an integral role in the launch of the onshore Private Banking franchise. Previously, he was a member of Credit Suisse's central COO/CFO organisation based in Switzerland. He began his professional career in 1993 and has worked in a number of positions within the financial industry, in both banking and insurance-related companies.

Christian graduated from the Zurich University of Applied Sciences and Arts and holds an Executive Master of Controlling from the Lucerne University of Applied Sciences and Arts in Switzerland.

Anup GuptaHead of Sales APACVontobel

Anup is responsible for Vontobel's advisory and multi issuer platform services in Asia. He has been leading the build-out of deritrade® MIP APAC, for flow equity and FX structured products. On the advisory side, Anup and his team structure innovative and bespoke financial instruments to address the needs of their private banking and independent asset manager client base in Asia.

Anup has over 15 years of industry experience including 10 years at Barclays Capital in London and Singapore across multiple senior sales roles, most recently as Head of e-trading sales for Structured Products in Asia. He has led various industry initiatives regarding automation in structured products and is considered a thought leader in this space. He holds a bachelor of Engineering degree from PEC, India and an MBA (Finance and Strategy) from London Business School.

Etienne GriseyHead of Equity Derivatives Structuring, Asia PacificGlobal MarketsBNP Paribas

Etienne Grisey is currently the Head of Equity Derivatives Structuring, APAC, for Global Markets. He joined BNP Paribas in 2002 and has held di�erent positions across various countries within BNP Paribas’ Global Equities and Commodity Derivatives franchise.

After initially working in quantitative research and exotic pricing in Australia, Etienne moved to New York where he traded and priced exotic derivatives on Brazil, before expanding his coverage to the wider Americas region from 2003 to 2007, with a particular focus on strategic equity products.

In 2007 he relocated to Japan where he structured products and solutions for hedge funds, insurance, retail, private banking and corporates. Etienne has been working in Hong Kong since 2009 where he is in charge of BNP Paribas’ structuring group for the entire Asia Pacific region.

Etienne is a graduate of the Ècole des Mines de Paris.

Craig EllisCEO SingaporeGlobal Wealth SolutionsWillis Towers Watson

Craig Ellis is currently the Chief Executive O�cer for Willis Global Wealth Solutions in Singapore. Previously, he was the Head of Region and Chief Executive O�cer for Old Mutual International (OMI), also based in Singapore, and was responsible for OMI’s business in Singapore and South East Asia.

Prior to OMI, Craig spent 16 years working for Allianz in a variety of senior financial and management roles in Australia, Europe and Asia. At Allianz, he was previously the Regional General Manager for Life and Health Asia, responsible for 9 countries.

Craig has over 30 years of experience in the financial services industry in Asia, Australia and Europe, and has spent the past 13 of those years in Asia.

Craig is a Chartered Accountant of Australia and holds a Bachelor of Commerce degree from the University of New South Wales.

Damiaan Jacobovits de SzegedPresident & CEOTransamerica Life Bermuda

Damiaan is President and Chief Executive O�cer of Transamerica Life (Bermuda) Ltd. (Transamerica Life Bermuda) and member of the Aegon Asia Executive Committee.

A Dutch national and trained economist, Damiaan completed a Masters in monetary economics at the Rijks Universiteit Groningen and a postgraduate education in banking and finance at the Sorbonne University in Paris. He spent the first decade of his career in investment banking in London, where he worked for J.P. Morgan in mergers and acquisitions and in the debt capital markets. He then moved into insurance, working for Aegon N.V. in The Hague, Netherlands.

In 2007 he became Global Head of Group Business Development, reporting directly to the group CEO. In this function, he was responsible for the group strategy as well as mergers and acquisitions for Aegon. He also sat on several boards of Aegon business units and partnerships, including Aegon Spain, Aegon Ireland, Aegon CEE, and la Mondiale Participations. He was asked to join the Executive Committee of Aegon N.V. in 2011.

Damiaan moved to Hong Kong in September 2013, where he became a member of the Aegon Asia Executive Committee. In January 2014, he assumed the role of President and Chief Executive O�cer of Transamerica Life Bermuda.

Mario Christoph BeckerHeadInvestment AdvisorySoutheast AsiaStandard Chartered Private Bank

Mario Becker is Managing Director and the Head of Investment Advisory for Southeast Asia at Standard Chartered Private Bank. He manages at team of 18 investment advisors and a portfolio of ultra high net worth clients.

Before joining Standard chartered Private Bank in 2009 as a Director and Investment Advisor, responsible for ultra high net worth clients in Southeast Asia and the Middle East, Mario worked at Deutsche Bank Private Wealth Management in various advisory roles across Germany, China and Singapore.

Mario holds a Master’s degree, summa cum laude in Economics, Chinese Culture and Chinese Language at Universität zu Köln, and speaks English and Chinese fluently.

Karrie FungCross Asset Solutions Sales Asia Pacific, Global MarketsBNP Paribas

Karrie Fung is a Vice President and a Cross Asset Solutions Sales, Global Markets at BNP Paribas, based in Singapore. She joined the bank over five years ago and has been an instrumental part of the team, focusing on cross assets products, namely equity, commodity, hybrid and fund-linked products.

Prior to joining BNP Paribas, Karrie worked at J.P. Morgan, Fortis Bank and Deutsche Bank. She focused on equity structured products for both private banking and retail banking clients in Hong Kong and Singapore.

Karrie holds a bachelor of Business Administration, majoring in financial engineering, at the Chinese University of Hong Kong.

Manoj KapaiHead of PCS South AsiaCiti

Manoj Kapai is currently Head of Private Client Solutions for South Asia at Citigroup Global Markets Singapore. Prior to Citi, he held a variety of product specialist roles at Barclays Capital Singapore, The Singapore Exchange & Putnam Investments in Boston. He has more than 15 years of work experience in financial markets spanning sales, structuring & research functions across multiple asset classes. He holds a Masters in Finance & Masters in Chemical Engineering, both from Imperial College London. He is also a CFA charterholder.

Geo�roy De Ridder Managing DirectorOperating HeadUBS Wealth Management Asia Pacific

Geo�roy De Ridder is Managing Director and Operating Head/Chief Operating O�cer at UBS Wealth Management Asia Pacific. He leads the development and management of business-wide strategic initiatives across the wealth management business in the region. He also has oversight of the Asia Pacific CEO O�ce (comprising Business Change Management, Business Management, Client Advisor Workplace, Client e-Channels, Pricing Management, Strategy and Business Development), IT Investment Governance, Sales Management and Risk Management. Before assuming this role, he was Head of Strategy & Business Development for UBS Wealth Management globally.

Prior to joining UBS, Geo�roy worked with several large multinational organisations. He was the Head of Strategy & Strategic projects at Banque Cantonale Vaudoise and Associate Principal at McKinsey & Company. He started his career at Swissair – Atraxis AG as a Project Leader in Operations Research.

Owen YoungManaging Director and Global Head of BancassuranceWealth ManagementStandard Chartered Private Bank

Owen Young has been Global Head, Bancassurance, Wealth Management at Standard Chartered Bank since 2012. In this role, Owen is responsible for the enterprise-wide insurance strategy across all segments and regions/countries. He provides direction, guidance and input to the regional/country insurance product heads on their development of long-term strategy, product management, performance standards and operational e�ectiveness to sustain the growth opportunities in the regions. Prior to assuming this role, he was Managing Director for Group Strategy at Standard Chartered.

He joined the bank from Boston Consulting Group in Singapore, where he was a leader in the financial services practice. Owen has over 20 years of financial services and consulting experience across Asia, North America and Australia, of which over 12 years have been in Asia.

Owen graduated with a PhD in International Business from the University of Sydney and an MBA from the Australian Graduate School of Management (UNSW). He also has a First Class Honours degree in Engineering from the University of Adelaide.

Peter FungHead of MAG SolutionsCiti

Peter Fung joined Citi in May 2014 as Managing Director, Head of Structured Solutions for the Multi-Asset Group Asia and Pan Asia Equities.

Peter is responsible for the marketing, structuring and execution of asset and liability side solutions for institutional, corporate and private clients in Asia Pacific.

Prior to joining Citi, Peter was at Bank of America Merrill Lynch in Hong Kong for 3 years, and Deutsche Bank in Hong Kong and London for 14 years, running exotics, fund-linked and corporate derivatives trading.

He has extensive experience with equity and multi-asset structured products, systematic investment strategies, fund-linked derivatives, variable annuity life solutions, and structured financing solutions for corporate clients. He holds Bachelors and Masters degrees in Engineering from University College London and Imperial College London.

Peter TriggsManaging DirectorRegional Wealth PlanningDBS Private Bank

Prior to joining DBS, Peter was Deputy CEO at Bank of China (Suisse) SA in Geneva. Before this, Peter worked for Citi Private Bank for nineteen years, in Jersey as Head of Cititrust (Jersey) Limited, in Zurich as Head of Trust Marketing for Europe and the Middle East, in Asia as Head of Trust, and in Singapore and Malaysia as Head of Private Banking. More recently, Peter worked in London and Geneva as Managing Director of The UHNW Middle East Group, and Head of the Corporate Finance Group working for a major client of the bank.

Prior to this, Peter worked for Deloitte as a Tax Principal in their London o�ce. Peter is a graduate from the University of Birmingham and has an honours degree in Mathematics and Philosophy.

Priyanka BoghaniSenior ReporterAsian Private Banker

Priyanka joined Asian Private Banker in 2013. Prior to this, Priyanka held various freelance roles in editorial in London, before moving to Hong Kong as an Associate Producer at CNN International, working with their TV production teams.

Priyanka graduated from the University of Nottingham holding a Bachelors of Arts and a Masters in International Journalism from City University London. In her spare time, Priyanka enjoys photography, particularly mobile photography.

Richard Batty, PhDFund ManagerInvesco

Based in Henley-on-Thames, Richard joined Invesco Perpetual in March 2013, and serves as a fund manager for the Multi Asset team. Previously, he had worked at Standard Life Investments since 2003 where he was the Global Investment Strategist in their Strategy team which is now part of Standard Life’s Multi-asset Investing team, gaining additional responsibilities for Global Tactical Asset Allocation in 2012.

Prior to joining Standard Life Investments, he began his investment career at James Capel/HSBC as an equity strategist in 1995. During this part of his career, Richard became a highly-rated, senior member of its industry renowned Economics and Strategy group.

In 1994, he was awarded a PhD in Financial Economics from Brunel University, where he was a part-time research assistant and taught both graduate and undergraduate students.

Ron LeeChief Investment O�cerWealth Management Alliance

Ron has over 25 years of experience in capital markets, advisory and treasury as well as private banking relationship management, covering markets and clients out of Asia since 1995.

Prior to joining WMA as its Chief Investment O�cer, Ron held the position of Senior MD, Head of Treasury and Investment Services at UBP Private Banking (Asia) for 4 years. At UBP, Ron managed portfolios of UHNW clients and oversaw the bank's discretionary mandates. As its Treasurer, he ran the bank's execution desk, and managed UBP Asia's balance sheet. He was also a member of UBP Asia Executive committee and the bank's Investment Committee.

Ron started his banking career in 1990 with Deutsche Bank in Australia. He moved to Singapore in 1995 and continued in Global Markets, in Foreign Exchange and Fixed Income Sales until 2002 when he moved into private banking with Citigroup Private Bank, and later, Lombard Odier Singapore in 2007 as Head of Advisory.

Ron is an Australian national, Permanent Resident in Singapore, and studied at the New South Wales Institute of Technology, Sydney.

Sebastian EnbergDeputy Editor Asian Private Banker

Sebastian Enberg is the Deputy Editor of Asian Private Banker. His background is in international politics, and Chinese foreign policy and security.

Sebastian graduated from Victoria University of Wellington with a Master of Strategic Studies majoring in Strategic Intelligence, and more recently, from the City University of Hong Kong with a Master of Arts. In 2012, Sebastian was awarded the university’s Top Scholar Prize for his cohort.

Sudhir NemaliChief Operating O�cerAsian PacificDeutsche Bank

Sudhir Nemali is the Chief Operating O�cer for Asia Pacific (APAC) at Deutsche Bank Wealth Management (WM) and a Member of the WM APAC Management Team.

Nemali, who joined Deutsche Bank in 2007, was appointed to this role in March 2016. Prior to this, he was the Group Head for Global South Asia covering the Middle-East, Asia and Australia regions for Global South Asia. He was also a Member of the WM APAC Risk Management Committee. Earlier, Sudhir was Interim Head of the GSA Business and before that, he headed the Investment Advisory Group for the Southeast Asia and GSA Businesses within Private Wealth Management in Asia.

Before moving to Deutsche Bank, Sudhir was with Citigroup for 16 years, an organisation he joined as a Management Associate. At the time of leaving, Sudhir was with the Citigroup Private Bank, where he was the Investments Head for the Global India Business. His responsibilities included leading the Global India Investment Advisory Team and creating and managing a common wealth management investments platform for the Onshore India Business across Citigroup Private Bank and Citigroup Smith Barney. Prior to that role, he was Citibank NRI's North Asia Wealth Management Head in Hong Kong. He has held various other positions within Citibank in Business Development, Credit and Operations.

Tuan HuynhRegional HeadPortfolio ManagementAsia PacificDeutsche Bank Wealth Management

Tuan Huynh is currently the regional Head of Portfolio Management for Asia Pacific. He is responsible for all discretionary mandates such as multi-asset portfolios, fixed income portfolios and equity portfolios.

Tuan started his apprenticeship in 1993 at Deutsche Bank. Thereafter he studied Business Administration focusing on finance and banks at Düsseldorf University. During this time he had several internships in Germany at Deutsche Bank. After graduation in 1999, he started working as a portfolio manager for private clients at Deutsche Bank in Düsseldorf where he was responsible for benchmark strategies and portfolios with special directives. In April 2004, Tuan moved to Frankfurt and was responsible for benchmark portfolios and investment funds within Private Asset Management (PAM), heading a team of portfolio managers with total assets under management of ca. one billion Euro. He had the responsibility for the investment performance of all benchmark portfolio strategies within Private Asset Management.

Vinit SarangdharFounder & Managing DirectorAlpha Quest

Vinit Sarangdhar is the founder of Alpha Quest which is a new independent investment advisory and fund management company. Alpha Quest provides services like investments, trading and capital raising to HNIs, institutions and companies. Before starting the company, Vinit worked with various banks in Mumbai and Singapore. He has experience of over eighteen years across FX trading, portfolio management, investment advisory and structured products. Vinit has a post graduate degree in Business Management from University of Mumbai as well as in Physics from University of Pune.

Notes

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