ASEAN Wealth Management Summit

Co-Chairs
David Pilling Asia Editor *Financial Times* David Pilling is the Financial Times’ Asia Editor, appointed in 2008. He oversees the FT’s coverage of the Asia region from Afghanistan to Australia, including China, India and Japan. In addition to directing the work of regional correspondents, and overseeing the editing and commissioning team in Hong Kong, Pilling writes an award-winning weekly column on Asian business, politics and economics, which appears worldwide. He regularly contributes longer features, including for the Weekend FT, and frequently interviews business and political leaders throughout the region. Pilling is also an experienced moderator at international conferences, including the FT’s own and at events organized by the World Economic Forum and the Asia-Pacific Economic Co-operation forum (APEC) Pilling joined the FT in 1990 and worked on the international and main news desks in London before being posted to Santiago, Chilein 1993. Between 1994 and 1997 he was based in Buenos Aires, Argentina, before returning to London to become Deputy Editor of the Comment and Analysis Page. Between 1999 and 2002 Pilling was the Global Pharmaceuticals and Biotechnology Correspondent, covering topics from mega-pharmaceutical mergers to the scourge of Aids in Africa and the scientific race to decode the human genome. In 2002, he moved toJapan for a six-year stint as Tokyo Bureau Chief, where he charted the Koizumi years. He has won numerous reporting prizes, most recently for coverage of Japan and China, both individually and as part of FT teams. He was awarded the Best Commentator prize by the Society of Publishers in Asia in both 2011 and 2012. He was also named Best Foreign Commentator for 2011 in the UK’s Editorial Intelligence Comment Awards for coverage of China, Japan and Pakistan. Pilling is an Assistant Editor of the FT. He is the author of Bending Adversity: Japan and the Art of Survival, published by Penguin in January 2014.

Paul J Davies Asian Financial Correspondent *Financial Times* Paul J Davies was appointed the Financial Times’ Asia Financial Correspondent, based in Hong Kong, in January 2012, covering mergers & acquisitions and financial stories in Asia. Previous to that, he held a variety of roles at the FT in London. Most recently he spent two and a half years as the Insurance Correspondent, writing in depth about the industry and leading coverage of Prudential's ill-fated bid for AIA. Prior to that, Mr Davies was Deputy Capital Markets Editor for four years, writing about credit derivatives, securitisation, and debt markets broadly. In this position, he played a leading role in the FT's reporting on the events leading up to and throughout the two years of financial meltdown between 2007 and 2009. He has written working papers for academic publications on the credit crisis and has spoken on markets and insurance at commercial and academic conferences. Before joining the FT 12 years ago, he worked in national newspapers in Australia. Mr Davies studied Philosophy, Politics and Economics at the University of East Anglia in Norwich, UK.

Welcome Remarks
Dato’ Mohammed Azlan Hashim Chairman *Labuan IBFC* Dato’ Mohammed Azlan bin Hashim is Chairman of Labuan IBFC Inc Sdn Bhd. He is also Chairman of D&O Green Technologies Bhd, SILK Holdings Bhd, and Deputy Chairman of IHH Healthcare Bhd. Dato’ Azlan serves as a Board Member of Khazanah Nasional Bhd and Scomi Group Bhd, and is a member of the Employees Provident Fund and the Government Retirement Fund Inc Investment Panels. Dato’ Azlan has extensive experience in the corporate sector, including financial services and investment. He has held various senior positions, including CEO of Bumiputra Merchant Bankers Bhd, Group Managing Director of Amanah Capital Malaysia Bhd and Executive Chairman of Bursa Malaysia Bhd Group. Dato’ Azlan is a Fellow Member of the Institute of Chartered Accountants, Australia; Member of the Malaysian Institute of Accountants; Fellow Member of Malaysian Institute of Directors; Fellow Member of the Institute of Chartered Secretaries and Administrators; and Honorary Member of the Institute of Internal Auditors, Malaysia. He holds a Bachelor’s degree in Economics from Monash University in Australia, and is qualified as a Chartered Accountant in Australia.

Keynote Speaker
YB Dato' Seri Ahmad Husni Hanadzlah Minister of Finance II *Malaysia* YB Dato’ Seri Ahmad Husni Mohamad Hanadzlah is Minister of Finance II of Malaysia. Dato’ Seri Husni has held key positions in the Malaysian Cabinet since 2004, including Deputy Minister of International Trade and Industry and later, Deputy Minister of Finance 1, and he was appointed a Director of Khazanah Nasional in May 2009. He has extensive working experience in the corporate sector, having served in a number of financial institutions, including Bumiputra Merchant Bankers, Asiavest Merchant Bankers and Chase Manhattan Bank. Dato’ Seri Husni has also worked at several state government-linked agencies, including Syarikat Majuperak Bhd and Perak Islamic Economic Corporation, and has been Chairman of key agencies and corporations, including the Malaysia External Development Corporation (MATRADE), Bumiputra Commerce Bank, Commercial Vehicle Licensing Board, and National Higher Education Fund Corporation. He was also previously Chairman of the Public Accounts Committee at the Parliament of Malaysia. Dato’ Seri Husni holds a degree in Economics from University of Malaya.

Speakers
Zainal Izlan Zainal Abidin Executive Director, Islamic Capital Market *Securities Commission Malaysia* Zainal Izlan Zainal Abidin joined Securities Commission Malaysia as Executive Director, Islamic Capital Markets in January 2011. Previously, he was CEO of i-VCAP Management Sdn Bhd and CEO/Director of MIDF Amanah Asset Management. Zainal Izlan has over 20 years of industry experience and international exposure and has held a number of senior positions in professional bodies and associations. He is presently a member of the Technical Committee of the Islamic Financial Services Board. He was the President of CFA Malaysia from 2001 to 2005, and Vice Chairman of the Malaysian Association of Asset Managers (MAAM) and Chairman of MAAM Islamic Fund Management Sub-Committee in 2010. He is also a member of the Malaysian Institute of Accountants Islamic Finance Committee.

Gary Dugan Chief Investment Officer for Asia & Middle East *Coutts* Gary Dugan is the Managing Director and Chief Investment Officer (CIO) for Asia and the Middle East at Coutts and is based in Singapore. Prior to joining Coutts, Mr Dugan served as CIO, Private Banking, Emirates NBD, based in Dubai. In this capacity, he was primarily responsible for the investment products and portfolios of the bank’s clientele of high-net-worth individuals. Prior to joining Emirates NBD, he was Managing Director and CIO at Merrill Lynch Global Wealth Management for Europe, the Middle East and Africa. Mr Dugan's 30-year experience in wealth management includes senior positions in global financial institutions such as Barclays Wealth, where he led the research and investment strategy department, and JPMorgan, where his team was named the “Best Global Balanced Group in Europe” by Standard & Poor's in 2003. Mr Dugan holds an Economics degree from the University of Salford in the UK and an ASIP qualification from the CFA Institute.

Leif Eskesen Chief Economist of ASEAN and India *HSBC* Leif Eskesen joined HSBC in October 2010 as Chief Economist for India and ASEAN and is based in Singapore. Before joining HSBC, he worked for close to 10 years at the International Monetary Fund’s headquarters in Washington, DC, covering a wide range of European and Asian economies. In addition to macroeconomic research, his responsibilities included advising country authorities on fiscal, monetary, financial and structural policies. Mr Eskesen has also held positions at Danmarks Nationalbank (the Danish central bank) and one of Denmark’s large commercial banks. He has published a number of papers across a wide range of macroeconomic topics, his views are frequently cited in media, and he regular appears on global TV networks.

David Hayward-Evans Head of Philanthropy and Values-Based Investing for Asia-Pacific *UBS Wealth Management* David Hayward-Evans is the Head of Philanthropy and Values-Based Investing, Asia Pacific for UBS Wealth Management. In his current role, he advises UBS UHNWI clients in the region on both their philanthropy and social investment activities. Previously, Mr Hayward-Evans acted as Manager for the Private Donors team at the Global Fund to Fight AIDS, Tuberculosis and Malaria, attached to the United Nations. In this role, he undertook activities with UN Secretary General Ban-Ki Moon and his predecessor Kofi Annan. He oversaw major partnerships with companies such as Apple, Starbucks, Gap and Chevron, and worked with a wide variety of donors, raising more than US$250 million for health programmes in many countries around the world. Prior to that, Mr Hayward-Evans managed public-private partnerships for education, science and cultural exchanges initiated by UK Prime Minister Tony Blair in China and India. Mr Hayward-Evans has a background in the media, having led international development at the Paley Centre for Media in New York. In September 2013, he was selected for the Social Innovation award at the World Marketing Summit, held in Putrajaya. Mr Hayward-Evans has degrees from Oxford University, Columbia University and INSEAD business school. He serves as board member of the Lien Centre for Social Innovation at Singapore Management University, and is an Associate Member of the Global Philanthropy Forum.

Simon Hopkins CEO *Milltrust International* Simon Hopkins is the Founder and CEO of Milltrust International Group. He has been a senior figure in the international investment management industry for more than two decades. Milltrust International Group, established in December 2010, focuses on investment management expertise in Emerging Markets, providing equity investors access to selected investment managers through a dedicated managed accounts platform. Mr Hopkins spent his early career at S.G. Warburg, UBS, HSBC James Capel and Nomura. In 1996, he created one of the industry's first dedicated multi asset class research and investment consulting businesses, Global Fund Analysis, which at its peak had over 27,000 registered users around the globe. Concurrently, he played a pioneering role in seeding many of the incipient hedge funds through the Fortune Group, an alternatives investment banking and advisory business, which he also created in 1996, and which merged with Global Fund Analysis in 2000. Fortune Group went on to become one of the UK¹s pre-eminent hedge fund advisory firms with clients in 24 countries and a focus on pension funds, charities and endowments, as well as a number of the world¹s leading families. The firm was successfully sold to UK-listed Close Brothers Group in 2006. Over the past decade, Mr Hopkins has seeded numerous successful emerging markets funds, and recently established three dedicated institutionally funded UCITS funds with an Asian focus as part of Emerging Markets Managed Accounts Plc. Mr Hopkins graduated with honours from the University of Bristol's Faculty of Law.

Patrick Lau Head of M&A *CCB International* Patrick H.P. Lau was appointed Managing Director and Head of Mergers & Acquisitions at CCB International in 2010. He has 13 years’ experience in cross-border M&A and has been based in Hong Kong since 2001. Prior to joining CCB International, he was Executive Director of Investment Banking at UBS, responsible for the Greater China M&A business. Prior to becoming a banker, Dr Lau was a Senior Attorney at Skadden Arps and Baker & McKenzie where he focused on M&A and private equity. He has advised on more than 40 inbound and outbound acquisitions, disposals, takeovers, joint ventures, restructurings and other strategic transactions across different industry sectors. At CCB International, he has also been responsible for originating and executing strategic acquisitions for China Construction Bank headquarters and has looked at bank targets across Southeast Asia, Russia, Brazil and Europe. Dr Lau graduated with a medical degree (MBBS) and a law degree with first class Honours (LLB) from Monash University in Melbourne, Australia. He is admitted as an advocate or solicitor in Australia, Hong Kong, England & Wales, and Malaysia.

Philippe Legrand CEO *London and Capital Asia Limited* Philippe Legrand is the CEO of London and Capital Asia Ltd, a multi-family office regulated by the Securities and Futures Commission in Hong Kong, that serves high net worth clients for all their financial needs, be it wealth management or corporate advisory for their family business. Mr Legrand brings nearly 30 years of senior management experience with international banks in private, corporate and investment banking. He developed the North Asian Private Banking Platform for Rabobank/Sarasin in the late 1990s and supervised both the front and back office operations of the group as well as its credit, compliance, investment, treasury and dealing operations. Mr Legrand subsequently headed the Private Banking North Asian operations of ABN AMRO, responsible for all activities of the group in its various country offices in North Asia. Before setting up London and Capital Asia in 2010, Mr Legrand was Deputy CEO of BNP Paribas Wealth Management North Asia, having worked in senior positions within the BNP Paribas Group for 13 years.

Simon Michaels Partner *Withers Singapore* Simon Michaels in a Partner at Withers Singapore. He focuses on advising prominent high net worth international families and the institutions that service them, in particular private banks and trust companies. In addition to UK tax, he advises on all issues of succession and estate planning, often with a particular focus on effective and complex cross-border structuring with integrated tax planning. Mr Michaels is a dual qualified English barrister and solicitor. He has been based in Singapore since the beginning of 2009 and is listed as a leading individual in Legal 500 (2011) and in Chambers Asia (since 2012). His recent work has included advising in respect of a multi-trust restructuring for an Asian multi US$billion family. Mr Michaels also advises British expatriates in all areas of UK tax, including issues of domicile and residency, as well as clients from Asia with UK connections. He has advised clients with respect to religious and non-religious forced heirship issues. He also advises in the regularisation of clients' tax affairs using various disclosure programmes, including the Liechtenstein Disclosure Facility. Mr Michaels advises in respect of trust and probate disputes and recently acted for the Asian beneficiaries in a US$200million contentious trust matter.

Aditya Monappa Head of Asset Allocation & Portfolio Construction, Group Wealth Management *Standard Chartered* Aditya Monappa is the Head of Asset Allocation & Portfolio Advice for Standard Chartered Bank. In this role, he is responsible for the design of Global Asset Allocation models and multi-asset class portfolio solutions for both the Private and Priority segments. He also acts as an adviser to the Discretionary Portfolio Management division. Mr Monappa joined Standard Chartered Bank in September 2009. He was previously with Riskmetrics Group as Head of Wealth Management Analytics responsible for its asset allocation and portfolio construction offering. Prior to Riskmetrics, Mr Monappa worked with JP Morgan, first in the Investment Management division followed by three years with JP Morgan Advisory Services, a division of JP Morgan Private Bank. Mr Monappa has an MBA from INSEAD and a Master’s in Financial Engineering from Columbia University. He is a CFA charterholder.

Toby O’Connor Chief Executive Officer *Islamic Bank of Asia* Toby O’Connor joined the Islamic Bank of Asia (IB Asia) in May 2011 as its CEO and is based in Singapore. IB Asia was established in 2007 as a joint venture partnership between DBS in Singapore and prominent investors based in the Gulf Cooperation Council (GCC). Mr O’Connor is leading the development of IB Asia’s merchant banking platform in Asia and the Middle East, with a focus on direct investment in situations requiring growth capital, advisory services, treasury and capital markets activities. He also sits on several boards and advisory committees within the IB Asia and DBS family. Prior to joining IB Asia, Mr O’Connor was a Managing Director at JP Morgan Chase & Co. His 19-year career spanned a wide array of roles in investment banking, including mergers and acquisitions, capital markets, financial sponsor private equity and sovereign wealth fund. He has vast international experience, having been based in New York, Latin America, London and the Middle East. He is a graduate of Dartmouth College in the US and the Royal Military Academy Sandhurst. Prior to joining JP Morgan in 1992, he served in the Irish Guards.

Aida Othman Director *ZICOlaw Shariah* Aida Othman is a Partner at Zaid Ibrahim & Co and a Director with ZICOlaw Shariah Advisory Services Sdn Bhd. Dr Othman specialises in Islamic banking and finance, Islamic capital market instruments and takaful products and operations. She also advises on Shariah compliance and governance, including the legal and regulatory framework for Islamic finance. Dr Othman is a Member of the Shariah Advisory Board of Syarikat Takaful Malaysia Bhd, established in 1983 and the first takaful operation in Malaysia. She holds a Doctor of Philosophy degree in Comparative Law & Middle Eastern Studies from Harvard University, a Master's of Law from Cambridge University, and a Bachelor of Laws (First Class Honours) and Bachelor of Islamic Law (Syariah) (First Class Honours) from International Islamic University, Malaysia.

Michael Pfaar Partner, SEA Private Client Services Leader (Tax) *Deloitte* Michael Pfaar is an international tax partner in Deloitte’s Singapore office. He focuses on M&A, cross-border tax planning, permanent establishment taxation and private wealth structures. Mr Pfaar leads the tax part of the Private Company Services for Southeast Asia, which includes private wealth management. He has more than 19 years of international tax experience. Before joining Deloitte in 2011, he had been a partner with another Big Four firm since 2002 and a partner with an international law firm before that. He chairs the Regional Finance and Tax committee of the European Chamber of Commerce in Singapore. More than half of his professional career has been spent in Asia. Mr Pfaar studied at the University of Bamberg and the Complutense in Madrid and holds a PhD in Economics.

Noor Quek Managing Director & Founder *NQ International* Noor Quek is the Managing Director of NQ International, a company she founded in October 2007. She has 40 years’ experience in wealth management as well as in cross-border corporate finance, investment banking, joint ventures, and merger and acquisition-related transactions, and has managed account relationships and led teams and organisations serving international high net worth individuals, families and corporations in Southeast Asia, the Middle East and Europe. Prior to NQ International, Ms Quek held senior positions in the financial industry, including Head of Business Development for Southeast Asia for Citigroup Private Bank, Director of Business Development for Southeast Asia for GE Capital and Deputy Managing Director for Rabobank Asia Ltd. Ms Quek’s main area of expertise is initiating, negotiating and facilitating implementation of wealth advisory and financial transactions and her wide network of clients and institutions extends globally to include providers of key professional services such as trusts, tax, real estate and fund management.

Sandeep Singh Country Head,Malaysia *Franklin Templeton* Sandeep Singh is the Country Head of Malaysia for Franklin Templeton Investments and is responsible for executing Franklin Templeton's business strategy and overseeing the sales and marketing of all Franklin Templeton products (conventional and Shariah) in Malaysia. Mr Singh joined Franklin Templeton Investments in 1998 as the Regional Sales Manager for Franklin Templeton Asset Management (India) Private Limited in Kolkata, India. Prior to his current appointment, he was the Senior Vice President and National Sales Director based in Mumbai, responsible for managing both retail and institutional business spread across 33 offices in India. Prior to joining Franklin Templeton, Mr Singh worked as Senior Manager - Marketing with Cholamandalam Cazenove AMC Ltd in Chennai, India. He has over 17 years’ experience in the asset management industry and a proven track record of working in a start-up environment. Mr Singh graduated with a Bachelor of Engineering (Mechanical) from the Punjab Engineering College in Chandigarh, India, and received his MBA from the University of Western Australia, Perth. He is also a Certified Financial Planner.

Mykolas Rambus CEO *Wealth X* Mykolas Rambus is the CEO of Wealth-X, the leading provider of qualified prospects and intelligence on ultra high net worth (UHNW) individuals. Wealth-X provides its clients with qualified prospects and intelligence on UHNW individuals, along with the privately held companies they control. Wealth-X works with seven of the top 10 global private banks, leading educational institutions, not-for-profits and luxury brands. Mr Rambus was previously an executive at Forbes Media, where he was responsible for strategic initiatives critical to business growth. Before joining Forbes, he was a partner with KAHLE Partners, where he directed sales and business development activities. Mr Rambus began his career at LOBBY7, a telecommunications software company, as its CEO and served as CIO at W.P. Carey, a NYSE-listed Real Estate Investment Trust. His alma mater is the Massachusetts Institute of Technology, where he concentrated on Operations Research and Information Technology.

Maikel Sajangbati President Director *MaeSa Consulting Indonesia* Maikel Sajangbati has over than 28 years’ experience in the financial services industry and currently is President Director of PT MaeSa Consulting Indonesia, which he founded in 2001. Previously, Mr Sajangbati worked for more than 16 years as a senior executive for MetLife Indonesia and MetLife Philippines and advised a number of domestic and global financial firms. He is a council member of Gerson Lehrman Group, US; an Advisor of the Indonesia Certified Wealth Managers’ Association (CWMA); and a member of the Fellow Life Management Institute (FLMI)I Society of Indonesia, Financial Planning Association Indonesia, the Indonesia Insurance Institute (AAMAI), and the AAMAI Board of Experts. Mr Sajangbati holds a Certified Wealth Manager (CWM) accreditation from the University of Greenwich Business School in London; Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) certificates from American College, US; a Certified Financial Planner (CFP) accreditation from the Financial Planning Standards Board in the US, and a MSc degree from West Coast Institute of Management & Technology in Australia.

Michael Tjoajadi CEO – Indonesia *Schroders* Michael Tjandra Tjoajadi is the CEO of Schroders Indonesia. He is a member of the APRDI (Indonesian Mutual Fund Association) Advisory Board and Committee Member of the Kehati Foundation, an organisation with responsibilities in environmental and social development in Indonesia. In 2011 and 2012, Mr Tjoajadi was recognised by Investor Magazine as the Best CEO in Indonesia’s fund management industry. He started his career with BII Lend Lease Investment Management and worked with the company for five years, before joining Schroders Indonesia in 1996. Mr Tjoajadi graduated from Universitas Hassanudin with a Bachelor’s degree in Agricultural Engineering.

Andrew White Director, International Islamic Law & Finance Centre *Singapore Management University* Andrew White is the Director of the International Islamic Law & Finance Centre at Singapore Management University, where he is also an Associate Professor conducting research and teaching undergraduate and postgraduate courses in Islamic Commercial Law and Islamic Finance, and coordinating the post-graduate specialised Master’s in Islamic Law & Finance programme. He is an experienced lawyer and commercial arbitrator with more than 30 years at the Bar. Drawing from his unique practice and academic expertise in risk mitigation, legal documentation and dispute resolution, Professor White recently published a chapter on “Legal Risk Exposure in Islamic Finance” in Islamic Finance: The New Regulatory Challenge – 2nd Edition (Wiley 2013), and a chapter on “Dispute Resolution and Specialised ADR for Islamic Finance” in Islamic Finance: Law & Practice (Oxford University Press 2012), examining dispute resolution in the context of Islamic finance. Professor White is an Adjudicator in Singapore’s Financial Industry Disputes Resolution Centre (FIDReC), and holds an appointment to the Singapore International Arbitration Centre (SIAC) Panel of Arbitrators and to the Kuala Lumpur Regional Centre for Arbitration (KLRCA).

Stuart Williamson CEO *Montpelier Malaysia* Stuart Williamson is the CEO of Montpelier Malaysia. He founded Montpelier Malaysia (then known as Expatriate Financial Services Far East Ltd) in 1993 and has led its development into a company with international reach and a strong reputation in the areas of Tax Planning, Retirement Planning and Wealth Management. Mr Williamson has worked in the offshore financial services industry since 1988. He began with OFS International in Bahrain as a sales consultant and then transferred to Bangkok at the beginning of the Gulf War. His last position with OFS was that of Regional Director for Asia in 1993.

Mark Willis Managing Director *Sustainable Asset Management* Mark Wills is the Managing Director of Sustainable Asset Management, headquartered in Singapore. He moved to Singapore in 2002 after spending 10 years in banking in the UK, including four years working for Royal Bank of Scotland's private banking division, specialising in tax planning and portfolio management for high net worth investors. In Singapore, he co-established International Financial Services, one of the city-state’s most successful private financial services brokerages. While at International Financial Services, Mr Wills played a key role in advising and consulting on the Monetary Authority of Singapore’s licensing process and other regulatory matters, managed large teams of senior tax and investment planners, advised clients on investment and taxation matters, and consulted and advised institutions on product structuring for multi-jurisdiction offerings, as well as being responsible for much of the day-to-day business policy-setting. In 2009, Mr Wills established Antics, a business specialising in digital banking and financial services solutions with clients that include HSBC, Hong Leong Bank and Olam. Having recently sold this business interest, Mr Wills now follows a life-long interest in sustainable investing, serving both private clients and institutions.

Yap Ming Hui Founder *Whitman* Yap Ming Hui is the Founder and Managing Director of Whitman Independent Advisors, an independent financial advisory firm licensed by the Securities Commission and Bank Negara Malaysia. Mr Yap and his team of licensed independent financial advisors have successfully helped numerous clients optimise their wealth and achieve financial freedom since 2000. Mr Yap’s clients include some of the major owners of publicly listed companies on Bursa Malaysia, CEOs of MNCs and successful SME companies. Mr Yap is a bestselling author, TV personality, columnist and coach on money optimisation and is Malaysia’s most sought after authority on personal finance.