Managing Director, Head of SaaS, OSL
Colm is the Managing Director, Head of SaaS at OSL, the trusted digital asset platform. At OSL, Colm focuses on providing licensed global financial institutions with digital asset platforms to support the distribution of digital assets to their customers. Colm carries 25+ years of global leadership experience in world leading trading technology businesses and global financial services firms including Fidessa, SunGard, ION Group, Dealogic, Old Mutual and Man Group.
CEO and Managing Partner, Bordier & Cie
Evrard Bordier is chief executive officer of Bordier & Cie, Singapore. In addition, he serves as managing partner of Bordier & Cie Group since 2011, and is president of the board of Bordier Bank (TCI) since 2000. Prior to his current role in Singapore, he was managing director of Bordier International in London for 10 years.
Evrard has been in the financial industry for over 25 years, during which he has garnered extensive international experience holding diverse positions in Singapore, Hong Kong, Geneva, Zurich, and London. Between 1997 and 2000, he served as chief of staff for the Financial Planning and Wealth Management Business Division of UBS in Zurich, overseeing all of its asset management business units across the world. Prior to that, he was a client adviser in the private banking department of Swiss Bank Corporation in Singapore where he covered the markets of Indonesia and Taiwan. He first moved to Asia in 1994 and joined Nomura International in Hong Kong as a broker. Evrard began his professional career as a lawyer at Lenz & Staehelin in Geneva, specialising in the banking and finance practice.
Evrard is a direct descendant and fifth generation of the bank’s founding family. He is a member of the Society of Trust and Estate Practitioners, the Turks and Caicos Islands Bankers Association, the Financial Industry Association, and the Swiss Financial Planner Organisation.
Director, Sustainable Investing, Fidelity International
Gabriel Wilson-Otto is Director, Sustainable Investing, at Fidelity International.
Based in Hong Kong, Gabriel works closely with Fidelity’s investment professionals to integrate sustainability considerations into investment processes, develop proprietary sustainability ratings, identify long term sustainable investment trends and strategic opportunities, and represent Fidelity’s sustainable investment capabilities to clients.
Gabriel joined Fidelity in 2021 from BNP Paribas Asset Management where he was most recently Global Head of Sustainability Research. Prior to BNPP AM, he was an Executive Director in Goldman Sachs’ Global Investment Research division and Head of GS SUSTAIN for Asia.
Gabriel holds a Bachelor of Commerce (Finance and Economics) and a Bachelor of Information Systems from the University of Melbourne. He is a CFA charter holder.
Head, Sustainable Investing Advisory, Asia-Pacific, UBS Global Wealth Management
Mario is the Head of Sustainable Investing Advisory for Asia-Pacific. In his role, Mario advises private wealth clients and family offices on sustainability aspects, helping them to incorporate personal values in investment portfolios across asset classes, investing with social and environmental impact through innovative public and private markets solutions and driving education and awareness efforts in the region.
Working for UBS Wealth Management since 2001, Mario moved to Hong Kong in early 2013 to establish the Hong Kong presence of the UBS Optimus Foundation, a professional grant-making foundation that helps UBS clients in funding and managing projects benefitting underprivileged children around the world.
Prior, he worked for UBS Wealth Management in different positions in Zurich and Moscow with a strong focus on advising the bank’s ultra-high-net-worth clients and developing this client segment strategically.
Mario is a frequent speaker on conferences and featured regularly in media in the region, sharing latest views and trends on sustainable investments.
He is a member of the Hong Kong Monetary Authority’s working group on Green and Sustainable Banking. Mario holds a bachelor degree in Business Administration with a Major in Banking and Finance from Zurich University of Applied Sciences in Switzerland.
Head of Distribution, APAC Ex-China, World Gold Council
Jaspar Crawley is Head of Distribution, APAC Ex-China, having joined the World Gold Council in August 2018. Jaspar is responsible for building long-term relationships with institutional gold investors.
Jaspar has over 10 years’ experience in the gold industry and related fields, working as a precious metals sales trader at UBS and Deutsche Bank. Formerly a Captain in the British Army, Jaspar holds a degree in History (BA Hons) from Newcastle University, the STA Diploma in Technical Analysis and is a CAIA charter holder.
Chief Investment Officer, North Asia, HSBC Private Banking
Patrick Ho is the Chief Market Strategist in North Asia at HSBC Global Private Banking and Wealth. He serves as a member of the Asia Regional Investment Committee, which formulates investment strategies for the region. His primary responsibilities also involve driving thematic investment offering across all asset classes for private banking clients. Patrick will drive the development of the Asia advisory model portfolio incorporating the core-satellite and thematic investment approaches.
Patrick joined HSBC in June 2017. Prior to joining HSBC, Patrick was Director of Greater China Equity Research at Credit Suisse Private Bank in 2016-2017 and Head of Thematic Research APAC and Deputy Head of Equity APAC at UBS Wealth Management in 2006-2016. Patrick also held senior equity research roles for 12 years, working at Bear Stearns, BNP Paribas and other brokers.
Patrick earned his Master of Philosophy (Economics) and Bachelor of Social Science (Economics) from the Chinese University of Hong Kong. Patrick has been a Chartered Financial Analyst since 1997.
Executive Secretary, Financial Action Task Force (FATF)
David joined the FATF in 2015, following posts for the UK Government as Head of the Illicit Finance Unit and Senior Policy Advisor at HM Treasury, and before that as a senior member of the Serious Organised Crime Agency (now National Crime Agency). He has a broad range of other experience including at NGO’s and in the public and private sector, from leading and supporting expeditions in the rainforests of Indonesia, to working on some of the largest initial public offerings and government privatisations, and managing the digital product portfolio of the UK national mapping agency. David has a BA (Hons) from the University of Portsmouth, MSc from Cranfield University and is a Fellow of the Royal Geographical Society.
In his role at the FATF, David is responsible for leading the FATF Secretariat in bringing to bear the combined expertise of governments around the world to fight money laundering, the financing of terrorism and the proliferation of weapons of mass destruction. This includes work to monitor how money is being laundered and terrorist organisations are raising and accessing funds; to develop global standards, best practice and guidance to mitigate new and emerging risks; and to assess the action taken by governments. It also includes providing training and support for officials from FATF member countries and the nine FATF-Style Regional Bodies.
Since 2016, the FATF has been represented in G20 meetings of Finance Ministers and Central Bank Governors, where David supports the President and is the G20 Deputy for the task force.
Regional Head of Discretionary and Funds, Asia Pacific, HSBC Private Banking
Lina Lim is the Regional Head of Discretionary and Funds, Asia Pacific for HSBC Global Private Banking. Ms. Lim has over 23 years of industry experience primarily in asset and wealth management.
Prior to joining HSBC Global Private Banking, Ms Lim worked for J.P Morgan Wealth Management over a decade in various capacities. Her most recent responsibility at J.P. Morgan Wealth Management was to spearhead Institutional Wealth Management’s discretionary business in Asia for family offices, endowments, non-profits and foundations. Before joining J.P. Morgan Wealth Management, Lina was a Responsible Officer and Senior Portfolio Manager with Sumitomo Mitsui Asset Management based in Hong Kong.
Ms Lim is a member of the Chartered Association of Certified Accountants (ACCA) and Chartered Financial Analyst (CFA). She is an advocate for sustainable investing and has strong passion for charity, she previously served as board member in two non-profit-organizations focusing on women education and wellness. She holds a post graduate certificate on Business Sustainability by Cambridge Institute for Sustainability leadership, University of Cambridge, United Kingdom. She was also a speaker at the 4th Global Asset Allocation Focus (GAAF 2019) in Shanghai focusing on ESG investing.
Head of Asset Class Strategy, FICC, J.P. Morgan Private Bank
Anne Zhang is a Managing Director and the Asia Head of Fixed Income, Currencies and Commodities (FICC) Strategy at J.P. Morgan Private Bank. Based in Hong Kong, she leads her team on providing fixed income and interest rate product solutions to ultra-high-net-worth (UHNW) clients including self-directed, discretionary and structured products. She is responsible for designing strategic portfolio allocation strategies using fixed income, interest rates and FX products, identifying high conviction tactical trading ideas, as well as recommending complementary discretionary and hedging solutions. She specializes in Greater China and North Asian credits, and frequently represents JPM to discuss Chinese and Asia rates and credit market trends at Asian financial media including Bloomberg, Asia Wall Street Journal and Yicai.
Ms. Zhang has over 15 years of experience servicing UHNW clients in North America and Asia in both market- and client-facing roles. She also has extensive experience working with institutional clients in a derivative sales role with Bank of America Merrill Lynch, where she started her career.
Ms. Zhang holds Masters of Science degrees from the University of British Columbia, Canada and the University of Illinois at Urbana- Champaign, USA. She is a CFA charter holder.
Chief Investment Officer, Asia Pacific, BNP Paribas Wealth Management
Prashant Bhayani is the Chief Investment Officer, Asia Pacific of BNP Paribas Wealth Management based in Singapore.
Prashant joined BNP Paribas Wealth Management in January 2016 from J.P. Morgan Private Bank where he was a senior global investment specialist. Before that, he was co-Chief Investment Officer, co-Founder, Managing Partner of Cork Street Capital Advisors, a global equity alternatives firm based in London. Prashant has worked in global financial institutions including Goldman Sachs Asset Management and Chase Manhattan Bank.
Prashant is a highly accomplished professional who brings over 24 years of experience across asset classes in equity, fixed income, foreign exchange, and alternatives having worked in Asia, United Kingdom and the United States.
Prashant received a BA in Economics at Northwestern University in Evanston in 1991 and a MBA at INSEAD in Fontainebleau, France in 1997.
Executive Director, Head of Business and Listing, DBS Digital Exchange
Daniel has 24 years in the banking / broker-dealer industry. He is now responsible for the Business and Listing aspect of the DBS Digital Exchange. He is also involved in other blockchain related projects within the DBS Group.
Daniel has extensive experience in servicing intermediaries (broker-clients), digital exchanges, high frequency traders and market makers in the electronic trading space. He has experience in dealing with various regulators and exchanges across the region. He was also responsible for the ETF business. My previous roles in DBS include Research Compliance and also Project Manager for the implementation of a Trading System and FIX order routing infrastructure.
Prior to joining DBS in 1999, Daniel worked in equity sales, sales trading and research with WI Carr. Before that, he was doing research and was a Data Analysis Tutor at the University of Cambridge. He has an MBA, an LLM in Commercial Law and a First Class Honours degree in Psychology. His MBA studies was sponsored by DBS Securities, while his LLM programme was sponsored by DBS Vickers Securities.