Drawing upon his extensive leadership experience and industry knowledge, Arjan is responsible for the entire products and services offering in Asia and overlooks the regional investment strategy.

Arjan started his financial career with Hollandsche Bank Unie (HBU) serving Private, Corporate and Institutional clients within a dealing room environment, and subsequently became Head of Treasury & Special Products Private Clients in the Netherlands. He has over 14 years of experience with ABN AMRO Private Banking, of which more than 7 years were spent in Asia. In early 2006, he relocated to Singapore to take up the position of Regional Head of Treasury & Special Products for Private Banking in Asia with ABN AMRO.

With his strong understanding of the needs of Asian clients, Arjan moved to Hong Kong in April 2010 and was appointed Head of Private Banking for North Asia. Following this, he was appointed Head of North Asia at ANZ Private Bank before being appointed Head of Integration for ANZ Retail & Private Wealth Asia in April 2016. Arjan was appoint Head of Markets, Investments & Structuring, Asia at Indosuez Wealth Management in February 2017.

Raphael is a Senior Product Manager and responsible for Avaloq’s Investment Advisory application, a tool within our new Wealth platform. Before joining Avaloq, he developed products and investment processes for major banks and Fintechs alike. Raphael holds a master degree in Banking and Finance from the University of Zurich and is a CFA charterholder.

Steve Carroll is the Global Head of Market Development for Wealth at Refinitiv (an LSEG business). In this role, Steve defines the tactics for the wealth business, ensures the products are fit for purpose, and supports the sales team to bring the value of our solutions to our customers.

Prior to his current role, was the Managing Director for the ASEAN business at Refinitiv, during which time he oversaw the development and management of key markets in the region, including Singapore, Malaysia, Thailand, Indonesia and Vietnam. Before that he led market development for Refinitiv’s investment and advisory business across Asia Pacific, defining and leading sales execution into the investment banking and institutional asset management verticals.

Steven has more than 20 years’ experience in financial markets and has also worked with Refinitiv in the United States and United Kingdom. His specific areas of expertise are the investment process and associated equities content and analytics, as well as financial market data. He has held a number of senior regional roles encompassing business development, sales and account management and strategy.

Wendy has been a wealth management journalist, researcher and consultant for a decade, covering a huge range of international markets and sub-sectors over that time. Known as a technology and communications specialist, she has written an array of in-depth reports on issues affecting private banks and wealth managers, ranging from compliance and innovation trends through to client experience, branding and marketing strategies. As well as speaking at conferences in both the UK and abroad, Wendy also regularly consults for wealth and asset managers, including carrying out research projects among end H/UHNW clients for both internal and external purposes.