Advisory board

Advisory board

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Oliver Balmelli

Deputy Chief Executive Officer & Head Private Banking Singapore

EFG BANK AG

Oliver is a banking professional with more than 20 years of experience as a senior banker and leader of high performing private banking teams. His guiding principle to success is his client centric approach and his deep understanding of cultural diversity. Oliver has been in Asia for most part of his career and his responsibilities and coverage span beyond Switzerland and London. He has also developed and expanded the private banking business of a banking institution in London and was responsible to setting up the private banking department of a newly created bank in Singapore besides managing his own clients. As a senior banker, Oliver has lead several successful team of private bankers with clients located in Europe, South East Asia, India, South America and segments such as the External Asset Managers and Global South Asian.

Oliver holds a degree from the University of Lausanne Switzerland, an MBA from Cass Business School London and a specialisation from both the London Business School and Columbia Business School New York. Oliver is also a member of the Chartered Institute of Marketing.

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Rajeev Bhatnagar

General Manager, Risk Management

COMMONWEALTH BANK OF AUSTRALIA

Rajeev Bhatnagar has been in International Banking for over 26 years with experience of managing teams in Asia, Africa, Australia, Europe and USA - making him uniquely experienced at working in challenging situations in diverse geographies and cultures. Rajeev has worked with Commonwealth Bank of Australia (CBA) for over 5 years and prior to that with Citigroup for 21 years.

Rajeev has over 16 years of experience in risk management in CRO roles at country / regional / global levels. In his most recent role, Rajeev was the Chief Risk Officer International for CBA’s branches outside of Australia. Prior to that he has been Asia CRO for Citi’s Transaction Banking, Country Risk Manager for Citi’s operations in Egypt & Bangladesh and Risk Director for Citibank Handlowy Poland.  Rajeev has been a pioneer in developing product risk discipline and providing end to end risk oversight across risk categories.

Rajeev has broad based banking & risk management experience spanning Corporates & Financial Institutions, Business Banking and Retail Banking. He has managed teams across all risk categories including credit, operational risk, market risk and compliance.

Rajeev is an Engineer by background and holds an MBA from one of the leading business schools in India & Asia Pacific (IIM Ahmedabad).  He is currently based in Hong Kong.

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Rohit Bhuta

Chief Executive Officer

CROSSINVEST

Rohit is the CEO of Crossinvest (Asia) Pte Ltd, a family owned independent asset management company with a 10 year presence in Asia. Crossinvest has deep roots out of Switzerland with a strong presence, through its headquarters inLugano, of over 30 years.

With over 25 years of experience across eight key markets globally, Rohit has extensive knowledge in Asset management, investment banking and private wealth management. Prior to joining Crossinvest (Asia) as the CEO, Rohit worked with the Macquarie group for over 22 years in various capacities and geographies including Australia, Singapore, Malaysia, South Africa, Hong Kong and India. He has also worked in the UK and New Zealand during the early part of his career.

Rohit has held senior leadership and strategic roles over the past 14 years spanning multiple layers and levels of accountability - From that of a Chief Executive with complete accountability of delivering the culture, strategies and business profitability to being a board member responsible for setting the strategies and business goals and having the ultimate accountability to the shareholders, clients and the regulators. While Australia is home, he has operated out of South Africa since 2000 and Asia since 2005.

Rohit has developed a deep understanding of the culture and the inherent nuances driving each economy within Asia, in particular within the private wealth industry.

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Feng Chang

Managing Director & Head of Asia Pacific XVA Trading

BANK OF AMERICA

Feng Chang is a Managing Director and head of Asia Pacific Cross Valuation Adjustment (XVA) Trading at Bank of America. She is based in Hong Kong.

In this role, she leads the team that is responsible for all aspects of pricing and dynamically hedging counterparty credit risk and the bank’s funding risk. She also advises on capital allocation efficiency for the OTC derivatives business in the region. In addition to her responsibility for generating P&L and managing risk, she is at the forefront of bank’s evolution in the derivative business and the Regulatory changes the industry has been confronted with.

Feng has propelled large-scale, multifunctional strategic initiatives to advance analytical capabilities to integrate xVA across asset classes, improve the efficiency of xVA analysis, optimize internal resources to enhance competitive advantages, and improve return per dollar of resource used.

Feng has more than 15 years’ experience in the rates, foreign exchange and credit derivatives trading business. More recently, she has focused on risk reduction and capital and collateral optimization for OTC derivatives across global markets businesses. Feng is also very active in participating and leading inter-bank xVA Working Committee, CCP committee, contributing ideas and raising issues related to counterparty credit and funding risk.She has worked in both London and Hong Kong.

Feng holds a Ph.D. in Mathematical Finance from Imperial College, London.

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Nirman Chhabra

Director, Investment Manager

TAURUS

Nirman has over 10 years of experience in financial services industry.

He started as a Management Associate in Citibank Delhi in Global Transaction Services business. He also worked with Institutional Markets business in Citibank Mumbai.He then moved with Citibank Singapore specializing in fixed income asset class for the Private Bank and Retail Bank businesses.He was part of the investment team helping to formulate Fixed Income and Credit Investment Strategy for the Wealth Business, and was responsible for risk management and idea generation as well as financial performance of the business.

At Taurus, Nirman is actively involved in managing client portfolios and formulating investment strategies. His expertise lies in fixed income. He also covers Equity and FX markets. He takes a fundamental approach to analysing investments.

Nirman graduated from Univ. of Mumbai with a degree in Computer Sc. Engineering. He attained further degree in Business (Finance) from Indian Institute of Technology Kharagpur.

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Bryan Goh

Chief Investment Officer

BORDIER & CIE

Bryan has over 20 years of investment experience managing global multi asset portfolios. He has varied experience from managing Asian and European equities at Arab Bank to managing hedge fund portfolios at Oaks Family Office. He also has business experience co-founding First Avenue Partners, an alternative investment advisory business in London, and later heading alternative investments at DBS Private Bank. Bryan was CIO of Bordier Singapore before joining Karuna Pte Ltd, family office of the Tsao Group, as CIO.

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Martin Kimmig

Chief Risk Officer

ASIAN INFRASTRUCTURE DEVELOPMENT BANK

Martin Kimmig is a Chief Risk Officer who heads AIIB’s risk management. He joined the AIIB from The Rock Creek Group where he held the position of a Managing Director covering emerging market equities. Prior, he spent a 24-year career at the World Bank Group in particular the International Finance Corporation where he held leadership positions in both investment operations and risk management. Martin Kimmig holds a PhD in Economics from the University of Freiburg and a CFA designation.

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Chi Man Kwan

Founder & CEO

RAFFLES FAMILY OFFICE

Mr Kwan Chi Man is the founder and CEO of Raffles Family Office (RFO). He founded Raffles Capital Holdings in December 2014, and later led the company to expand and include Raffles Assets Management and Raffles Properties.

Mr Kwan is responsible for corporate governance, management and strategic planning of RFO. He has an extensive banking background with over 15 years of banking and management experience in various international financial institutions.

Prior to joining RFO, he was a private banker at BNP Paribas.

Mr Kwan holds a Bachelor Degree in Economics and Business Management from Lancaster University.

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Rick Lakhiani

Director of Regulatory Reform Implementation

CITI

Rick Lakhiani manages the implementation of the major regulatory reform initiatives in Asia Pacific region for Citi's Markets and Securities Services business. This includes the regional implementation of Dodd-Frank, EMIR, MiFID2 and derivative regulatory reforms being implemented in individual Asian jurisdictions. Mr. Lakhiani has spent nearly 15 years at Citigroup and has over 20 years capital markets experience. He has worked in variety of roles in functions across the bank that has included Sales, Business Management, Financial Control & Compliance. Mr. Lakhiani holds a MA in Law from Oxford and was admitted to the New York Bar in 2005

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Christophe Lee

Founder

LOTUS ASSET MANAGEMENT

Christophe Lee is the founder of Lotus Asset Management and JP Asia Partners, which offers advisory services to asset & wealth management and FinTech companies. He is also a Fintech mentor at HK X Foundation and at The Beyond Venture Fund. Mr. Lee is an advisor to a number of Fintech companies and serves on the board of Axial Partners. Mr. Lee has 27 years of financial service industry experience and has worked at Morgan Stanley, Sun Hung Kai Financial, Goldman Sachs and Bankers Trust.

Mr. Lee played an active role is the development of the asset management industry in Hong Kong. His HKSAR government appointments include the advisory committee of the Securities and Futures Commission (SFC) from 2007 – 2009, and the Financial Services Development Council (FSDC) – New Business Committee since March 2013. He led the working group on FSDC paper titled “The Future of Fintech in Hong Kong” published in May 2017.  Mr. Lee chaired AIMA Hong Kong (the global trade association for hedge funds) for 8 years from 2004 to 2012. He was voted by AsianInvestor Magazine as one of the “Top 25 most influential people in Asian hedge funds” and by Asia Fund Manager as one of the “Top 50 Industry Leader”.

Mr. Lee is a graduate of the University of Pennsylvania.

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Mark Thomas McKeown

Group General Manager & Chief Risk Officer, Asia Pacific

HSBC

Mark is Group General Manager and Chief Risk Officer, Asia-Pacific of The Hongkong and Shanghai Banking Corporation Limited.  He has worked for HSBC Group for 40 years, starting his career with Midland Bank in his home city of Liverpool before moving to London in 1986. He has held senior roles across a range of Global Businesses and Functions.  Mark moved to Hong Kong in 2010 as Head of Wholesale Credit & Market Risk and was appointed Chief Risk Officer, Asia-Pacific in January 2015.  He serves on the boards of HSBC Bank (Taiwan) Limited and PT Bank Ekonomi Raharja, Tbk., Indonesia.

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Nabil Rahman

Head of Liquidity Management

STANDARD CHARTERED BANK

Nabil is the Head of Liquidity Management at Standard Chartered Bank. He is responsible to ensure efficient management of the Group’s liquidity while managing both internal and regulatory metrics. Nabil manages the Bank’s Client Term Deposit product and to closely works with Sales to deliver the Bank’s strategic agenda for the product. Nabil has been with SCB for 18 years and have worked in different roles within the Treasury Markets function. Prior to moving to SCB Singapore in 2012, he was the ALM Head in SCB Bangladesh. Nabil is passionate about solving balance sheet issues, finding new and simple ways of managing liquidity risk and interacting with stakeholders from all over SCB’s footprint to help with liquidity management best practices.

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Benjamin Rudd

Chief Investment Officer

PRUDENTIAL PLC

Benjamin is the Chief Investment Officer of Prudential HK and leads the investment operations of Prudential. He established Prudential’s investment team and is responsible for managing the company’s investment strategy and asset allocation. Under Benjamin’s leadership, the investment team derives and manages a range of global portfolios covering liquid and alternative assets. The team develops and manages multi asset hedging strategies, selects and oversees fund managers, provides direction to product development teams and supports distribution on investment‐related matters. Benjamin chairs Prudential’s Investment committee and is a member of the EXCO, ALCO, Product Steering and Risk committees.

Holding a qualification of Chartered Financial Analyst, Benjamin has over 20 years of experience in institutional investment including senior executive roles at a number of international financial institutions. Benjamin has been based in Hong Kong for over 15 years. Before joining Prudential, Benjamin was Chief Investment Officer for Hong Kong‐based Caravel Asset Management, which he established in partnership with a HK UHNW group. Prior to this Benjamin held senior investment positions at Ping An Asset Management, Caxton LLP, ABN Amroand HSBC.

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Manish Singhai

Chief Investment Officer

TOKIO MARINE ASSET MANAGEMENT

Manish Singhai is the Chief Investment Officer at Tokio Marine Asset Management International, based in Singapore. Manish joined the investment industry in 1993, and has held CIO roles since 2003. Before joining the TMAM group in 2016, he set up the Asian Equities platform and the Singapore office for Lazard Asset Management. That was preceded by a similar effort for Aviva Investors. Prior to Aviva, Manish established Arjava Capital, an Asian-focused market-neutral hedge-fund seeded by Citigroup, in 2008. Manish began his buy-side career in 1998 with a 10-year stretch at AllianceBernstein: the latter five of which were as the CIO for Asia ex-Japan equities. Over the years, Manish has been a regular speaker and panellist at various regional and global investment industry forums. He was also a key member of the Equity Advisory Group under the International Institute of Finance, Washington, and a member of the Fourth OECD Roundtable on Corporate Governance in 2002. Manish holds a B. Tech. in Electrical Engineering from the Indian Institute of Technology (IIT) in Delhi, is a management graduate from the Indian Institute of Management (IIM) in Calcutta, and also a CFA charterholder.

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Daniel Trinder

Managing Director, Head of Regulatory Relations and Regulatory Policy

BARCLAYS

Daniel has been Head of Regulatory Relations and Regulatory Policy for Barclays UK since August 2018. Previously Daniel was Managing Director and Global Head of Regulatory Reform at Standard Chartered Bank from August 2016 for two years where his team were responsible for assessing all significant regulatory proposals across key jurisdictions. Prior to joining Standard Chartered he was Managing Director and Global Head of Regulatory Policy at Deutsche Bank where his team were responsible for Deutsche Bank’s position on all significant regulatory proposals and assessing the impact of new regulations. Daniel also Chaired ISDA’s Regulatory Policy Committee during this period.

Prior to joining Deutsche Bank in January 2010, Daniel spent four years at Goldman Sachs as an Executive Director in the Government Affairs Department where he focused on EU regulatory policy and market infrastructure related issues. Prior to joining Goldman Sachs, Daniel held a number of positions at Her Majesty’s Treasury in London including heading the European and International Financial Services Team during the UK’s Presidency of the EU Council and G7/8 in 2005.

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Jeffery Yap

Managing Director, Head of FICC, Asia

HSBC

Jeffrey is currently responsible for HSBC Private Bank FICC business in the region. He manages over 30 specialist in the region across advisory and trading.

A well-recognized investment professional with over 20 years of experience in global financial markets across asset classes. He has built and managed investment, trading and advisory teams for global financial institutions, hedge funds and private bank.

Jeff has a deep understanding of multiple asset classes’ trading, investment and risk management. He is unique among financial professionals in Asia with his breath of experience ranging from trading/investing across Asian equities, global fixed income, global FX, commodities and Asian local currency debt. Furthermore, his strong business acumen allows him to build significant businesses and manage successful teams regionally with strong mentoring and leadership experience. Regarded as a talented financial professional and thought leader by industry experts and peers, he is often invited to speak at major global conferences, and as guest lecturer with statutory bodies and financial associations. A positive, proactive and result-driven professional, thinker with strong leadership qualities with a consistent record of achieving key performance objectives.

Prior to joining HSBC, Jeffrey worked as Managing Director in PAG, one of Asia’s largest alternative investment firm responsible for the firm’s public fixed income investments. Prior to that we was the Chief Investment Officer of Ark One and Managing Director, Asia’s Head of Fixed Income Trading for Mizuho Securities.

Jeffrey is a CAIA Charter and holds a MBA degree from Charles Sturt University and Honors Degree from University of London.