Dubai Family Office Conference

Family Office Forum, Singapore

The Speakers

The Family Office Forum Singapore is the meeting of genuine* Family Offices based in Asia

5 - 6 March 2019: Join us when genuine* Family Offices and CIOs meet!

The Family Office Forum has a simple formula:
More Family Officers and Principals on stage than solution providers.
More Family Officers and Principals in the audience than solution providers.

Expect genuine* Family Offices, Principals and CIOs attending.

If you want to be a speaker please contact 

No product presentations or specific pitches - topics covered are key issues such as

1. Family Topics
2. Investment Topics
3. CIO roundtables (trends and "how to", no products!) in a boardroom
4. Round the clock networking with all day refreshments in addition to networking breaks, lunches and the cocktail reception.


Are you a Principal or Family Office*? We are delighted to welcome you and offer you privileged free admission! Simply contact

Are you a genuine partner of, or solution provider to Principals or Family Offices? Simply register online here.

*  Our definition of a genuine Principal or Family Office is at least $100M+ in assets (usually much more), these assets are from only one or a few families / wealth owners and the Family Office is working for one or a few (not as a solution provider to many 3rd parties).

See the speakers from our last Singapore forum below:

Grégoire Amigues
JAB Holding Company

Since November 2014, Grégoire is a Partner with JAB Holding Company (“JAB”), a privately held group focused on long term investments in companies with premium brands..............

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    attractive growth and strong margin dynamics Initially based in London, Grégoire was responsible for JAB’s business development activities outside of the US, which included sourcing investment opportunities and executing M&A transactions. He also actively assisted JAB’s portfolio companies in some of their external growth initiatives. In particular, he led a number of acquisition and JV projects around the globe (France, Brazil, Middle East, Singapore) for Coty, a global leader in Fragrances & Cosmetics. Grégoire also serves as operating partner to JAB’s portfolio companies in Europe, namely JAB Luxury and Espresso House Group (a group of leading coffee shop chains in the Nordics). Grégoire sits on Espresso House’s Board of Directors.

    As part of JAB’s global development, Grégoire recently moved to Singapore to establish JAB’s representative office in Asia with the aim of exploring business and partnership opportunities in the region. Prior to joining JAB, Grégoire was Kering’s ( Strategy & Business Development Director. In his role with Kering, Grégoire was responsible for designing the group’s long term strategy and for initiating and executing all partnership and M&A transactions. He coordinated the Strategic Committee of Kering’s Board of Directors. Grégoire was instrumental in designing and implementing the transformation of Kering (formerly PPR) from a diversified Retail & Luxury conglomerate into a global leader in apparel and accessories brands, specializing in Luxury and in Sports & Lifestyle. This encompassed the completion of over 15 acquisitions and divestments, both at the level of Kering and at that of its subsidiaries. During his time at Kering, Grégoire served as a Member of the Supervisory Board of Puma and as a Director of Volcom’s Board after the companies were acquired in 2007 and 2011, respectively.

    A graduate of HEC, France (1989) and INSEAD (MBA, 1995), Grégoire Amigues began his career at Deloitte & Touche Corporate Finance in France in 1989. After graduating from INSEAD he successively joined Lazard Frères & Cie in 1996, Lehman Brothers in 2001 and a high-street M&A boutique subsequently acquired by Banca Leonardo in 2005. In his years as an investment banker Grégoire advised on numerous mergers and acquisitions, including private and public transactions, privatizations, cross-border deals and joint-ventures. Grégoire joined Kering in 2006 and JAB in 2014.

Richard Henry
Head of School
GEMS World Academy (Singapore)

Richard has worked in the education sector for nearly 30 years, in 3 continents and across a network of thousands of schools....................

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    Born in Scotland, he was raised in Australia and began his teaching career in the state and private education systems of Queensland, Australia.

    His education includes a Degree in Biological and Chemical Sciences as well as a Master in Education. In the year 2000, Richard moved to Jakarta, Indonesia at a prominent school and was shortly promoted to Principal of Secondary School. During this time the school implemented the International Baccalaureate (IB) programmes (DP, MYP and PYP). In 2005, Richard was again promoted to Head of school for K-12 and worked in this capacity until 2011.

    Richard led this school through a sustained period of growth and advancement, as well as serving on many Boards and Committees strengthening the school community whilst creating a positive impact on the children’s lives through education.

    He served as a member of the Asia Pacific Regional Council for the IB as well as representing Asia Pacific on the IB DP Committee. He was and remains an evaluator of the IB Educator Certificate (offered by universities around the world) as well as a Session Observer of the IB Professional Development workshops with the responsibility of monitoring high quality education delivery.

    Richard is also a qualified Western Association of Schools and Colleges (WASC-USA) accreditation team member, and he facilitated the establishment of educational groups such as the Indonesian Network of IB schools.

    In 2011, he began work for the International Baccalaureate based in The Hague, The Netherlands. As Head of School Services for Africa, Europe and the Middle East he was responsible for overseeing the authorisation and evaluation of all IB schools in those regions. He then became Head of Development and Recognition working with all schools implementing IB programmes as well as engaging with government ministries and higher education institutions.

    In 2015, Richard moved to the USA and took up a new role within the IB as Director of Global School Services. These responsibilities included the oversight of authorisation and evaluation of all IB schools across the world, developing key relations with accreditation bodies such as the Council of International Schools (CIS) and NEASC, as well as the design and implementation of new school enhancement services.

    Throughout his career Richard has focussed his energy and knowledge on school transformation to deliver the best education possible for students to enrich their lives. He fundamentally believes that the stronger the triangle of partnership (student, parent, teacher) within a school community, the more effective every child's educational experience will be.

    Richard is proud and privileged to accept the role of Head of School GEMS World Academy (Singapore) for GEMS Education, and he looks forward to working with parents, students and staff in the ongoing growth and development of this outstanding school.

Conrad Tsang
PRC Committee

Mr Tsang is currently Chairman of PRC Committee and Co-Chairman of Real Assets Committee of the Hong Kong Venture Capital and Private Equity Association.....................

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    Previously, he was the Hong Kong Venture Capital and Private Equity Association’s Chairman of the Board (2013-2015). He is currently a member of the Hong Kong Real Property Federation and a member of China Real Estate Chamber of Commerce Hong Kong and International Chapter.

    Since 2015, Mr Tsang is the Chairman of Strategic Year Holdings Limited. Strategic Year is a private investment company focusing on real estate and financial investments, having invested in real estate projects in China, Hong Kong, Japan, US, UK, and Canada.

    Mr Tsang has been in the finance industry for over 20 years. He started his career in venture capital/private equity with Baring Private Equity Asia, having led or participated in 20 investments during 2000-2013. His industry experience includes: natural resources/mining, manufacturing, automotive, education, healthcare, retail, consumer products, logistics, TMT, environmental products/services, energy and alternative energy, financial services etc. The portfolio companies he has been involved with include Noah Education Holdings Limited, Minsheng Education Group (1569.HK), Galloping Horse Media Group Limited, Kangda International Environmental Protection Holding Limited (6136.HK), Pansoft Group Limited, Hidili Industry International Development Limited (1393.HK), Launch Tech Co Ltd (2488.HK), Great Wall Auto (2333.HK, 601633.CN). Prior to joining Baring, he was with Merrill Lynch Asia Pacific doing equity research, focusing on media and retail sectors. During the 1990s, Mr Tsang began his career at Peregrine Investment Holdings, where he was involved with Asian fixed income sales and marketing.

    Mr Tsang obtained a Master’s Degree in Management Studies at University of Oxford, United Kingdom; and a Bachelor’s Degree in Electrical and Electronic Engineering (First Class Honors) at Imperial College of Science and Technology, London, United Kingdom.

    Personal Awards:
    CBN Weekly, “2011-2012 Most Valuable Partners 50 in China”
    Forbes China Magazine, “2008,2009, The 50 Best Venture Capitalists in China”
    Top Capital Magazine, “2008 The Best PE Investor of The Year”
    China Most Valuable Venture Enterprises Awards, “2008 The Best PE Investor”
    Zero2IPO Group, “2007, 2009, Top 10 PE Capitalists in China”
    World Eminence Chinesebusiness Association, “Top 100 Most Visionary Chinese Investors (2007, 2008)”
    China Venture Group, “2008 The Top 30 PE Investors of The Year”

Dominic Volek
IMCM, Managing Partner
Head Southeast Asia
Henley & Partners Singapore

Dominic Volek is the Managing Partner of Henley & Partners Singapore and Head Southeast Asia...................

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    Originally from South Africa, Dominic is now responsible for the company's operations across the Southeast Asia region including offices in Australia, Malaysia, the Philippines, Singapore, Thailand and Vietnam. Dominic provides residence and citizenship-by-investment planning advice to high net worth individuals, their families and their advisors targeting those countries that are deemed most attractive to wealthy clients with regard to mobility, security, privacy, personal tax and estate planning as well as lifestyle.

    Dominic is a certified Chartered Accountant and holds both a Bachelor of Commerce in Accounting with Honours and Bachelor of Arts in Corporate Communication. He has significant professional experience advising clients on regional and cross-border transactions, ensuring client needs are consistently met through forward-thinking, integrated and result-orientated advice.

    Prior to joining Henley & Partners, Dominic had a successful career as part of the Senior Management team in KPMG’s Deal Advisory practice based initially in Johannesburg, South Africa and later in Singapore where he led the delivery of high quality advisory services to top tier public and private sector clients working across the region.

Dan Choon
Founder and Executive Director

Dan Choon is a visionary technology enthusiast focused on strategy & technology while executing on imminent synergies between Europe and Asia....................

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    Dan is Executive Director of Dyan, a private investment office for Asian and European families. Dyan is specialized in technology investments with a focus on technology transfer, applications and growth in the South East Asian region. Dyan Sarl and its investment arm Cycle Management Sarl and Cycle Investments S.A. are based in Luxembourg with offices opening in Singapore. Dyan Private Investments align strategic interests of East Asian and European investors. Dan is Dyan’s visionary, builder, and cooperation enhancer. He leads the strategic and corporate development of Dyan and takes care of portfolio development and strategic cooperation. He supports both Families and strategic investors regarding their cross-border technology investments.

    Prior to Dyan, Dan co-founded Venionaire Investment GmbH, a Venture Capital Fund based in Vienna investing in high-tech start-up companies in Europe. Previously, Dan also founded Ganzfeld, and worked as a technology M&A specialist, performing technical due diligence and IT consulting. Dan developed technology investment strategies for international customers and analyzed technology investment opportunities in Europe and selecting. At age 15, he co-founded an award winning project for gifted students (Heidelberger Life-Science-Lab).

    He has lectured in Microeconomics at the Baden-Württemberg Cooperative State University Mannheim (DHBW).

Piet Jansen
Yes We Can Youth Clinics

Piet Jansen’s career is drenched in social engagement.....................

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    His first venture was the set-up of a conglomerate of private language schools for students, after which he also helped setting up a youth and student travel agency. In both cases, his drive was to make sure young people would see the world before getting tied down with a job or family duties. Funny enough, he always spends 7 years on a venture before moving to the next. In between his commitment to Yes We Can Youth Clinics and his previous projects, he coached & consulted a variety of multinationals and medium sized companies on strategic HR issues.

    Most of all, he wants to help as many children and families getting out of deadlock situations. Asking him about his altruistic nature, he responds: “as we are all connected, helping you ultimately means I also help myself. In that sense, I am not altruistic at all. It just makes me happy if I can make even the tiniest difference in the lives of others.”

    Over the years, YWCYC has successfully treated thousands of 13-25 year olds suffering from complex behavioural disorders, addictions and behavioural problems.

Rupert Boswall
Chairman/Senior Partner

Rupert Boswall is the Chairman/Senior Partner of RPC, an international commercial law firm which works closely with Family Offices and UHNWs on direct investment M&A mandates...................

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    .... resisting tax challenges from government revenue services and resolving disputes. As well as in UK/Europe, RPC has particularly strong connections in Saudi Arabia/the GCC, Singapore/Indonesia, Japan and Hong Kong/China. RPC works closely with Oculus Financial Intelligence in recovering assets or damages where Family Offices have lost money in questionable circumstances.

Kenneth Camilleri
Senior Partner
Chetcuti Cauchi Advocates

Kenneth Camilleri is a Senior Partner at Chetcuti Cauchi Advocates, a leading law firm with offices in Malta, Cyprus, London, Zurich and Hong Kong....................

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    Kenneth specializes in corporate and personal taxation and on VAT. Kenneth advises corporate clients represented by the firm on tax and VAT aspects of operating locally and internationally.

    He is also the partner in charge of the Asia desk within the firm, with particular responsibility for China and Hong Kong. The firm has been actively involved in China for the last decade with different involvements ranging from speaking at legal conferences, working with Chinese law firms and consultancy companies and providing Maltese and European legal, tax and immigration advice to law firms, banks, family offices and immigration agents. The firm has also assisted Chinese companies in international investment.

    Kenneth is also a key advisor on Malta Citizenship by Investment, Malta Golden Visa, the Malta Global Residence Programme, Cyprus Citizenship by Investment , Cyprus Permanent Residency and for buying property in Malta and Cyprus.

    Kenneth is a regular lecturer in the fundamental and advanced ACCA papers in taxation and heads the internal tax training at Chetcuti Cauchi. He also sits on the Taxation Committee of the Malta Institute of Accountants and the Taxation Committee of the Institution of Financial Service Practitioners.

Oliver Muggli

Oliver is a Partner at the Liechtenstein-based Multi Family Office ‘Mandorit’ which services a small number of European families with a comprehensive and independent approach........

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    After his studies at the University of St. Gallen in Switzerland, where he graduated in Finance, Oliver gained practical experience in the fields of investment management and client relationship management as a senior private banker. He was responsible for the equity research of a Swiss Private Bank and managed an Asian equity fund. For a few years, Oliver worked in Hong Kong, where he advised Asian families and gained a thorough understanding of the needs and interests of wealthy Asian families. Apart from his activities with wealthy European families at the Liechtenstein-based family office, Oliver is also a partner of a family office in Hong Kong. Oliver is a member of the Society of Trust and Estate Practitioners STEP and holds a LL.M. diploma in international taxation.

    Oliver is married and has two children and is a passionate horseback rider and enjoys travelling.

Ed Peter
Group Chairman
Duxton Asset Management

Ed Peter, Chairman, is the co-founder of Duxton Asset Management ("Duxton"). Prior to forming Duxton in 2009, Ed was Head of Deutsche Asset Management Asia Pacific ("DeAM Asia"), Middle East & North Africa.........

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    He was also a member of the Deutsche Bank's (DB) Group Equity Operating Committee and Asset Management Operating Committee. Ed joined DB in 1999 as Head of Equities and Branch Manager of DB Switzerland. In March 2001, Ed moved to Hong Kong with Deutsche Bank and was appointed Head of Global Equities for Asia and Australia, becoming responsible for all of Global Emerging Markets Equities in the beginning of 2003. In November 2004, Ed became Head of Asian and Emerging Market Equities for the new Global Markets Division. Ed started his career in 1986 in Swiss equity sales for Credit Suisse in Geneva. In 1989, he moved to S.G. Warburg with responsibility for the sale of Swiss equities worldwide. In 1998, he was appointed Managing Director with responsibility for the International Swiss Equities and Derivatives sales force. Mr Peter holds a Bachelor’s Degree in English Literature from Carleton College in Northfield, Minnesota. Ed’s first foray into Agricultural investing was in 1999 and he remains passionately interested in Agriculture today. He is on the University of Adelaide’s Agribusiness advisory board, the University of Adelaide’s Wine Advisory board, and on the board of Wine Australia.

    Ed is married to Julie, a proud South Australian, and has 4 children. Ed draws and paints, makes noise on his saxophone, and can often be found flying around Australia in his bush plane when he is not in his veggie patch. His wife of 25 years still puts up with him and he has 4 children who would prefer if he didn’t grow quite so many veggies.

Peter Gibson
Dynasty Family Office

Peter is principal of Dynasty Family Office catering for a small group of UHNW families from the Asia Pacific region.............

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    He has over 30 years experience in providing professional services to UHNW clients and building and leading focused wealth management businesses

    Peter has been living and working for over 11 years in Singapore, working with wealthy families for UBS Wealth Management and BHI Swiss Private banking before founding Dynasty Family Office

    He held director positions in Australia with Deutsche Bank Private Banking and Macquarie Private Bank. Has been a public company director in Australia managing retirement care facilities

    Peter holds Degrees in law and arts from Melbourne University, and also practised as a Certified Financial Planner in Australia. He also previously practiced as a lawyer specializing in entity and estate planning and with extensive experience in wealth management and financial planning issues.

    Peter is currently assisting one of his family groups with commercialization of a significant mining opportunity in Latin America

David Werdiger
ABC, NBC, CBS, FOX, The Wall St. Journal, USA Today (Australia)

David is a technology entrepreneur, strategic advisor, philanthropist and not-for-profit innovator, public speaker and author.............

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    He has thousands of ideas and is always creating new ways of looking at the ordinary to make it better. His capacity to think quickly through options and synthesise outcomes makes him a powerhouse in any conversation. With a generosity of mind and heart, his eye is always on creating ways to help those in his community.

    David’s unique perspective starts with his position as a second-generation family member. Having also founded several tech startups and not-for-profits, he has developed a sophisticated 360 degree understanding of families, governance, entrepreneurship, and intergenerational issues. Author of the best-selling book Transition: How to Prepare Your Family and Business for the Greatest Wealth Transfer in History, David now works with families and business owners, and is an acclaimed speaker.

    David is married with five children.

Dr. Ole Mensching
TruVenturo GmbH

Ole started his career at the family office of Nils Regge helping to scale companies like HomeToGo, Finanzcheck or Dreamlines..............

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    He is a board member in several portfolio companies. Furthermore he consults these companies regarding their strategical HR needs and supports them in hiring and building up excellent teams.

    In 2016 Ole co-founded Apollo Ventures which is the biotech arm of Nils Regge's family office investing in biotech companies within the longevity space focusing on therapeutics against age related diseases and aging itself. Apart from his venture activities, Ole has founded CareerTeam a headhunting agency focusing on digital executives and experts. With a headcount of over 100 employees and offices in Hamburg, Berlin and Zurich CareerTeam is market leader in the DACH region in helping medium-sized companies and corporates to built up digital teams.

    Ole studied economics at the University of Cologne, with emphasis on business psychology and the strategic interaction of markets. He continued this course by finishing his Ph.D. with distinction at the Universities of Cologne and California, Berkeley.

Robert Rubinstein
Chairman & Founding Partner
TBLI (Netherlands)

A native of Brooklyn, New York, Robert Rubinstein is a longtime resident of The Netherlands. In 1999, he founded a company to introduce the then-radical concept of sustainable investing..............

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    This concept became the foundation of TBLI Group – Triple Bottom Line Investing. From its early days, the aim of this small company was and is unabashedly global: To create an inclusive values based economy. The aim is to maximize investment flows into sustainability initiatives by showing the opportunities triple bottom line investing offers to investors.

    It seeks nothing less than to reeducate the financial world that on the opportunities triple bottom line investing offers to investors.

    TBLI pushes forward the notion that a truly sound investment is one that provides, not just financial rewards, but social and environmental ones, as well. Since then, the concept is now a household name in the financial world. For more than 18 years, TBLI Group has built the ecosystem for the Impact Investing and ESG community through advisory, educational and networking services. Mr. Rubinstein is the Chairman and Founding Partner of TBLI Group Holdings B.V. with headquarters in The Netherlands. The Company was founded in 1998 with the mission of integrating ESG and TBLI into the culture and strategy of international corporate business and investment companies. Mr. Rubinstein has been instrumental in championing Sustainable and IMPACT investment dedicated to solving social issues. Prior to TBLI, Mr. Rubinstein had an extensive career in publishing. He founded the first bicycle magazine in The Netherlands, FIETS in 1981, and Source magazine in 1995, a publication focused on integrating “profits and principles” as a message to the business community. FIETS and Source were based in Amsterdam, The Netherlands. FIETS was sold to VNU Magazines and it is still in circulation today. Mr. Rubinstein taught courses in Sustainable Finance at the Rotterdam School of Management from 2003–2006 and in his career has delivered many lectures at international business schools and universities. Rubinstein is a tenacious public speaker on both TBLI and ESG at global conferences and has been asked to speak at numerous engagements including the Global Reporting Initiative, the inaugural Impact Investing Israel Summit and World Pension Council in Singapore. TBLI was asked to organize a session at COP21, Paris in December 2015 and more recently, Mr. Rubinstein was invited at the request of Natural Step, a leading advisor on Sustainability for the Swedish corporate sector attended by King Carl XVI Gustaf of Sweden. Rubinstein, who lives in Amsterdam with his wife and two sons, was the founding publisher/editor of five magazines, the most recent of which was Source, the first European management magazine devoted exclusively to corporate social responsibility. Rubinstein was Chairman of the Swift Prize of the King Boudewijn Foundation and a commissioner for the State of the World Commission on Globalization. He has served on the boards of numerous organizations, including the Ethical Markets TV editorial advisory board, IMSA (International Sustainability Consultancy), the 3IG International Interfaith Investment Group, the BNP Paribas Investment Partners (ESG), Tellspec, and the ASN Foundation.

Gabor George Burt
Business Tranformationist, Innovation Pioneer, Founder
Slingshot Framework

One of the core, original experts of Blue Ocean Strategy, the new millennium’s most influential management concept, and contributor to the worldwide bestselling BOS book..............

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    Launched the Slingshot Framework in 2011 - as expansion of his BOS work. Slingshot enjoys worldwide recognition, and is at the forefront of global innovation. The framework shows how to engage creative thinking to systematically re-imagine market boundaries, filling a major global need: A 2010 IBM survey of 1,500 CEOs worldwide found that 'creativity' is considered the single most important leadership trait for future success.

    Among high-profile events, delivered opening presentation at Global Marketing Forum, designed and hosted the Forum for Partnership of the Americas, a gathering of business and government leaders from across the Western Hemisphere. Shared stage with Seth Godin and Sir Richard Branson at Forum One, one of Europe's biggest leadership events with 5,000 participants. In 2016, was one of three judges for the E.U. Innovation Venture Award, since 2017 sits on the Board of the Global Innovation Institute, and is both designing and keynoting the Arab Innovation Forum in Dubai in 2018.

    Works with executive teams of dozens of organizations, including multinationals, SMEs, public sector, NGOs and start-ups in applying the Slingshot Framework to re-imagine market boundaries and carve out high-growth strategies. Among them, helped American Express launch an entire new business in partnership with Walmart.

    His ‘Slingshot’ book, which is a step-by-step guide to re-imagining boundaries, is a critically acclaimed, exclusive resource for partner organizations.

    Leads immersive gatherings of VIP participants, and is launching The Slingshot Awards to recognize organizations, individuals, and initiatives that are re-imagining boundaries with the most impact. See for more details of his activities.

    Recent articles in the Harvard Business Review:,

J Bradley Hall
Chairman and CEO
Icon Capital Reserve

J Bradley Hall - Chairman and CEO of ICON CAPITAL RESERVE SA and founder of a number of successful financial technology companies who enjoys a reputation as a........

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    focused, energetic entrepreneur. Brad is a thought leader with 29 years of finance, M&A, operational and fund management experience who has deployed disruptive new business models that challenge outdated and often vulnerable incumbents across cultures and geographies including: the Americas, Brasil, Western/Eastern Europe, the CIS and Asia.

    ICON is a financial software company led by a management team with international finance, risk management, digital cryptography, governance and gold trading experience. ICON has launched AUREALS™ as a decentralized, digital method of exchanging value. Each AUREAL™ is denominated as a 1 gram weight and measure of physical gold, creating the most trusted exchange of value utilizing the most trusted store of value for 6000 years. AUREALS™ represent an historic breakthrough in applied mathematics and cryptography. They are sophisticated, proprietary DIGITAL BEARER BONDS™ built on the open source, ledger book protocols called the block chain that have been battle tested for 6 years. Creators and custodians of significant wealth can seamlessly transfer value into AUREALS™, which can be securely and discretely transferred anywhere in the world, in seconds.

    The AUREALS™ denominated as a 1 gram weight and measure of gold, can be held as a store of value or exchanged for any other asset of value including currencies or allocated physical gold, which is stored in non bank vaults in free zones around the world including but not limited to Hong Kong, Shanghai, Singapore and Switzerland.

Francesco Lombardo
Managing Director
Veritage Family Office (Canada)

Francesco Lombardo is a family business advisor/facilitator who has coached some of the world’s most successful and affluent families for over twenty years to fostering a culture of safe space................

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    Through his extensive work with these families, Lombardo has identified a universal connection between people’s relationship to money (Money Motto) and the impact this has on their families, businesses, and legacies.

    Francesco is the founder of Veritage which is the safe space for families to understand how their feelings about money impacts the relationship with each other and the family. He guides families to developing governance models which holds the individual, the relationships with each other; and their wealth accountable to a set of guiding principles set out by the family for the family.

    In addition, Lombardo is the co-creator and lead facilitator at The Scone Project, an invite only experiential and interactive next generation leadership development program hosted at Scone palace in Scotland every May.

    Francesco is a much-sought after international speaker who has spoken at Campden Wealth Conferences, Institutional Investor, Tiger21, YPO/WPO chapters, and The Society of trust & Estate Practitioners, among others. His many television appearances include shows such as Money Talks, The Moring Show and Sky News.

    Passionate and engaging, Francesco is a leading expert in the emotional impact money has on relationships, estate, family business and family office operations globally. He is committed to assisting families find, create and maintain a safe space by developing a model of cultural governance, which contributes to the continuity and sustainability of the family and its wealth.

Ohad Zuckerma
Managing Partner
Copia Agro & Food Ltd

Ohad is a managing partner at Copia Agro & Food, an Israeli impact fund that invests in proven technological projects developed in Israeli research institutes.............

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    Copia matches to each project suitable industrial partners and transforms the technologies into commercial products and processes.

    Ohad gained his experience in management and business during 18 years at Zeraim Gedera, an Israeli leading seed company, 8 of them as its CEO. He transformed it from local to multinational, initiating its successful sale in 2005 to Markstone Capital and in 2007 to Syngenta.

    In 2009 Ohad co-founded UniVerve, which developed and patented a highly efficient microalgae biomass production technology. Ohad still acts as the Chairman of the company, which is active in Israel, Asia and the US.

    Ohad holds a joint Executive MBA degree from Kellogg Management School, Northwestern University of Chicago and Recanati School of Business, Tel Aviv University, as well as a B.Sc. in Agriculture from the Hebrew University of Jerusalem.

    As a seasoned and visionary leader, with a proven track record, Ohad is a board member of various Israeli Agricultural and Hi-tech private and public companies. He contributes from his experience in implementation of innovative business models, driving profit and growth as well as governance issues.

Caterina Meloni
Connecting Founders

Caterina is an international development specialist with 17 years of experience working for private sector and development finance institutions on inclusive finance, women’s economic empowerment, and entrepreneurship development..............

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    She has worked for leading funders, such as the World Bank, IFC, EBRD, DFID, as well as development consultancies to implement projects on the ground in over 30 countries.

    From microfinance and then SME finance, she found her niche and passion as she began focusing at the crossroads of gender and finance, advising banks on how to increase their outreach to women-owned businesses and promoting private sector investment in the sector.

    In 2015 she founded Connecting Founders, a Bangkok-based organization focused on supporting women-owned businesses and women’s leadership in the corporate sector in Southeast Asia. She is a Lean In enthusiast and founder of Thailand’s international Lean In chapter.

    Caterina holds an M.A. in International Relations and Economics from The Johns Hopkins University School of Advanced International Studies (SAIS).

David A. Pieper
Optimus Prime Family Office

David A. Pieper is running with Optimus Prime GmbH a German SFO with a family background in the Machine Building Industry..............

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    Furthermore he is a German real estate expert for many UHNWI in Optimus’ network.

Peter Douglas CAIA
CAIA Singapore

Peter served on the CAIA Board of Directors since 2006 until his appointment as principal of the Singapore office...............

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    He currently serves in a part-time capacity supporting the CAIA Association’s activities in Asia. Peter is an inaugural CAIA charterholder and the first charterholder in Singapore. He was the principal and founder of Singapore-based GFIA pte ltd, the oldest hedge fund consulting firm in Asia, established in 1998. Peter was the inaugural Council Member for Singapore, and then for Asia Pacific, for the Alternative Investment Management Association (AIMA) serving for ten years on the Board of Directors of the Association, and was a founder of the Financial Planning Association of Singapore (FPAS).

    Prior to founding GFIA, Peter worked for Aberdeen Asset Management Asia in Singapore, after 10 years at the Foreign & Colonial (F&C) group of asset management companies, in London and Tokyo. Peter holds an MBA from INSEAD, France, and sat for five years on the MBA admissions committee of that school, as well as holding a BA (Hons) from the University of Exeter, UK. He is a Singapore Distinguished Financial Industry Certified Professional and is the first Chartered Investment Fund Director in Asia.

    Peter sits on a number of boards of both not-for-profit, and for-profit, organisations.

Leon Kantor
Director Programs & Partnerships
Private Wealth Network

Leon is Programming Lead at PWN, with responsibility for planning and delivering all activities across the network............

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    In his role he strives to deliver innovative events to give members the opportunity to interact, share knowledge and compare experiences with their peers as well as world-recognised experts.

    Leon brings over 20 years of international experience to this role across content management and event production. He has a proven track record of successfully managing and growing events and content businesses from conception to building regional and international rollouts.

Alexander Petkov
Resident Manager
Velaa Private Island

Lightfoot Travel is joined by Alexander, the Resident Manager at Velaa Private Island. Alexander graduated with honors from Cavendish College London, with a Diploma in Hospitality Management..............

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    Alexander comes from a very strong Food and Beverage background and with years of hospitality experience in United Kingdom and Russia. He started his career in Hilton Group and held various Management posts in five star properties in the UK. In Russia he served as Deputy General Manager in Sokos Hotel Palace, Sankt- Petersburg and Hotel Manager in Hotel Metropol, Moscow. Before joining Velaa Privat Island, his last position held was General Manager in Mastcraft Group, UK where he opened a 5 star property and later on took over a second hotel.

Nico Heath
Lightfoot Travel Pte

In 2009, Nico made the move to Singapore where he co-founded Lightfoot Travel’s flagship office along with Simon Cameron..............

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    He has since devoted himself to establishing Lightfoot Travel as one of the leading luxury tailor-made tour operators in Asia – an untapped market new to the concept of bespoke travel. Nico spent much of his childhood discovering countries such as Botswana and Tanzania, which ignited a life-long passion for Africa and its wildlife. His love for the continent was heightened by a year-long conservation project in Namibia, followed by a move to Kenya into the hospitality industry. There he was part of a team managing a luxurious safari lodge before becoming a guide for a mobile tented camp in the Masai Mara. Nico continues to add to his ever-growing list of visited countries, and regularly returns to Africa to ensure that Lightfoot Travel’s curated product is current, authentic and truly experiential.

Arvind Narula
Chairman and Founder
Urmatt Group

Arvind Narula, impact investor, Chairman and founder of the Urmatt Group, is a pioneer of the organic agriculture industry in Thailand, Argentina and Laos..........

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    In over three decades he has developed one of the world’s most successful contract farming models.

    Arvind has invested in several innovative and successful projects in the field of agriculture and agricultural value added products, and has advised companies globally in organic agriculture. His impact-award winning group companies are focused on benefitting the poorest farmers.

    A past member of the YPO Board, he also served as the chair for S.E. Asia.

    Arvind speaks seven languages and graduated in Economics from Heidelberg and Paris and the Sasin Institute of the Chulalongkorn University.

Jérôme David

Jérôme is a Founder and Managing Partner of Treis, a family investment group founded in 2008 seeking responsible..........

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    diversified and risk-adjusted capital appreciation over the long-term via a proprietary multi-asset management platform and a long-term and active direct investment strategy in natural resource efficiency, via ManorGroup.

    Founded in Europe, Treis and ManorGroup are now expending into Asia where an office has been set up in Singapore in 2014.

    Educated in Rennes Business School in France and London Business School; Jerome has 20 years of experience in general management and investment. Jerome has been based in Singapore for the last three years, overseeing the development of Treis and Manor in Asia.

Stephen Diggle
Hrothgar SFO

Stephen Diggle began his career in finance in 1987.............

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    He was one of two founders of Artradis Fund Management, launched in 2002 with US$4m and peaked at nearly US$4.9bn late in 2008. Artradis was multi-award winning and for some time the largest and most successful hedge fund in Asia making US$2.7bn for investors between 2002 and 2009.

    The hedge fund closed in March 2010 returning cash in full to all investors. Prior to Artradis Stephen spent several years heading up equity derivative trading teams at Lehman Brothers. Stephen holds a Masters degree from the University of Oxford.

Yash Mishra
Managing Director
Taurus Wealth Advisors

Yash is a Managing Director at Taurus Wealth Advisors. Yash has been an active professional in the financial services industry since 1994. .............

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    She is currently Head of the Private Client Services for Taurus Wealth Advisors and specialises in assisting both local and expatriate professionals develop their investment and lifestyle planning strategies. Prior to joining Taurus, Yash was Sales Manager and Head Private clients at ipac financial planning Singapore Pte Ltd. Yash holds a Master’s degree in Management Studies from BITS Pilani and is certified Financial Planner since 2005. Yash’s wealth management career began with Fortis and BNP Paribas in India. This early experience in such a demanding environment provided her with a strong understanding of investment markets and vehicles, enabling her to develop strong wealth accumulation strategies for her clients. Yash’s dedication is demonstrated by her excellent track-record and her strong pool of both local and international clients (including clients from India, UK, Israel, Australia, Hong Kong, Shanghai and Taiwan).

    She has successfully advised clients through the Asian financial crises and the Global Financial Crises. She is a champion for financial education and works alongside INSEAD University in raising financial awareness. Yash conducts a variety of workshops and seminars on related topics such as financial independence, successful investing and retirement planning. She contributes to various editorials and has often been quoted in publications such as the Straits Times, Asia Wall Street Journal , Readers Digest and TODAY. She is an active member of UNIFEM and the Financial Women’s Association. She is currently chief editor volunteering on the editorial board of the Financial Planning Association of Singapore (FPAS).

Thierry Sanders
Putera Sampoerna SFO

Thierry's quest is to get more finance to businesses that create jobs, and have a social or environmental impact..............

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    His ventures use technology to enable scale, engagement, communication and efficiency. This is his core task with his investor the Putera Sampoerna Foundation. Additionally together with Putera Sampoerna he develops new businesses with social impact. Like creating the entrepreneurship curriculum for his university, developing a student loans, or kindergarten programme, and several other businesses.

    Putera Sampoerna is one of Indonesia’s most respected businessmen. After selling his tobacco company HM Sampoerna he invested in banking, education, agribusiness and plantation forestry.

Dr Hazel Henderson
Ethical Markets Media

Hazel Henderson D.Sc.Hon., FRSA, is founder of Ethical Markets Media, LLC (USA and Brazil), a Certified B Corporation. ................

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    She is a world renowned futurist, evolutionary economist, a worldwide syndicated columnist, and author of award-winning Ethical Markets: Growing the Green Economy (2006) and eight other books. She created the Ethical Markets TV series in global distribution at, the EthicMark® Awards, the Green Transition Scoreboard® and co-created Ethical Biomimicry Finance®.

    Her editorials are syndicated globally by Inter Press Service, and her book reviews appear on Her articles have appeared in over 250 journals, including Harvard Business Review, New York Times, Christian Science Monitor, as well as journals in Japan, Venezuela, China, France and Australia.

    Since becoming a full-time media executive in 2004, Hazel has stepped down from many of her board memberships, including Calvert Social Investment Fund (1982-2005), the Social Investment Forum and the Social Venture Network. She has been Regent's Lecturer at the University of California-Santa Barbara, Horace Albright Chair in Conservation at the University of California-Berkeley, and advised the U.S. Office of Technology Assessment, the National Academy of Engineering and the National Science Foundation from 1974 to 1980.

    She remains on the International Council of the Instituto Ethos de Empresas e Responsabilidade Social, Sao Paulo, Brasil; is a fellow of the World Academy of Art and Science and the World Business Academy; and is an Honorary Member of the Club of Rome. She shared the 1996 Global Citizen Award with Nobelist A. Perez Esquivel of Argentina. In 2007, she was elected a Fellow to Britain’s Royal Society of Arts, founded in 1754.

    In 2010, 2012, 2013 and 2014, she was honored as a "Top 100 Thought Leader in Trustworthy Business Behavior" by Trust Across America. In 2012, she was honored with the Reuters Award for Outstanding Contribution to Development of ESG & Investing at TBLI Europe. In 2013, she was inducted into the International Society of Sustainability Professionals Hall of Fame.

    Her 2014 monograph, Mapping the Global Transition to the Solar Age, published by ICAEW and Tomorrow’s Company, UK, is available for free download from

Steven Kay QC
Oculus Financial Intelligence

Steven Kay QC is a co-founder of Oculus and serves as the Chairman of the company.........................

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    Steven is Head of Chambers at 9 Bedford Row (9BR – and also leads 9 Bedford Row International (9BRi – He is a leading international criminal lawyer with a global reputation who has been in many of the landmark cases that have established modern international criminal law. Steven was called to the bar of England and Wales in 1977 and was appointed Queen’s Counsel in 1997. He has been in many of the high profile international trials in The Hague that have shaped international criminal law in the last 20 years: including OTP v Dusko Tadic; OTP v Alfred Musema; OTP v Slobodan Milosevic; OTP v Ivan Cermak; OTP v President of Kenya, Uhuru Kenyatta. He has also advised Heads of State, governments and significantly important individuals upon strategies to deal with the complex legal, evidential and political challenges that they have faced not only in litigation, but also in their responses to opponents. Steven’s practice has involved him leading teams in large international investigations that have produced significant evidence to change the previously predicted outcome of a case and altered the internationally accepted narrative of affairs.

    Steven’s practice has now developed beyond litigation to include the provision of wider services within the scope of international criminal law and politics. He has received commissions to analyse and report upon situations and problems faced by states as well as to advise and implement reforms to their criminal justice systems. Other clients have hired him for human rights cases, to challenge Interpol arrest warrants or sanction listings and to seek compensation for the wrongful seizure of assets. He recently developed with David Hammond, the universal test for self-defence at sea that could be applied by security firms in the protection of merchant vessels against acts of piracy that has been granted an ISO. He is co-chair of the IBA War Crimes Committee 2012 – 2016, a founder member of the ICLB (, a founder member of the European Criminal Bar Association and ranked as a leading practitioner at the UK bar.

    Steven’s track record of his ability to successfully deal with large international cases and complex political and financial problems brings to Oculus a resource of proven quality for the service of our clients as well as the essential experience required to take responsibility for Oculus’s legal oversight.

Jerome Duval Fleury
SFO (France)

Jerome’s grandfather founded French life insurance company La Populaire (now Athena / Generali) in 1910..............

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    Recognising the risk of loss as the family grew, the Duval-Fleury family founded COGEPA as their management and investment vehicle, where Jerome currently sits on the Board. Now living in Perth, Australia, Jerome shares his time between music production, Private Wealth Network, COGEPA and Out Of The Box, an audio and video production company he recently invested in.

    Jerome is passionate about family education and is also involved with the not-for-profit sector.

Eva Law
Founder & Chairman
Association of Family Offices in Asia (Hong Kong)

Ms. Eva Law established the Association of Private Bankers in Greater China Region (APB) in 2010 aiming to promote industry development.............

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    offer professional training to practitioners, foster knowledge exchange & collaboration and launch service portal designated for market participants. While in 2013, Eva also set up the Association of Family Offices in Asia (AFO) targeting to support ultra-affluence and industry practitioners who own intimate & deep relationship with mega wealth holders to establish and manage their family councils, single or independent family offices and to administer the family’s wealth succession, investment, asset disposal, strategic philanthropy and corporate development of their family business. Eva has served the industry for 21 years. Before setting up the Associations, she worked in the head office of toprated Chinese bank, responsible for the strategic development and the P&L performance of private banking & crossborder financial services. She has been with a Chinese boutique investment banking firm, through leveraging Swiss EAM private banking platform and arranging direct investment to serve the Ultra HNW clients in great China region. Eva also served Fortune 500 companies, including global bank, pension fund, asset manager, insurer and listed family business enterprise, taking leadership positions and sitting in board of directors, investment management, risk management, asset & liability management, product development and audit committees.

    Eva owns wealthy of management experience, she has been the registered responsible officer and chief executive licensed with regulators under SFC, Insurance, Retirement and Money Lending regimes. She also won the Best Master Trust Award, Wealth Management High-Flyer Award and various Fund Performer Awards from Lipper, Morning Star for her served companies. Eva is the Chairman of APB, AFO, Asia Co-Investors Club & Institute for Asia Family Firms, she is also the founding member of Women in Leadership Association, Women In Leadership – Hong Kong & Pearl River Delta Chapter, the Honorary Chairman of Hong Kong Family Offices Association and the Executive Chairman of Association of China Independent Wealth Advisory Institutions - Family Office Council, the researcher of Xi'an Jiaotong University, the Honorary Research Fellow of Legacy Academy, the Special Advisor to Singapore Private Wealth Association, US Family Offices Institute, Global Visions Community in Switzerland and the appointed writer for Family Office Elite Magazine, CEO & Entrepreneur Magazine and frequent speaker in international conferences.

    She is advancing her study with University of Pennsylvania. She also held Master of Science with Edinburgh Napier University. She is a Chartered Family Office Specialist and has awarded FLMI certificate, Bachelor of Art (Hon) and several professional diplomas in investment banking, mergers & acquisition, security and asset management professions.