Workshops
Workshops
Navigating the Risks and Opportunities in High Yield
Against a backdrop of steadily narrowing credit spreads, there are concerns from some fixed income investors about making an allocation to high yield in the current elevated interest rate environment. We explore the current fundamentals of the high yield market as well as assess the likely outlook from here.
Workshop Objective: Investors will learn the potential strategies they can adopt to avoid issuers with a higher likelihood of default and steer their portfolio towards issuers with a lower likelihood of default, and BNY Investments’ active investment approach.
Company Profile: BNY is a global financial services company that helps make money work for the world — managing it, moving it and keeping it safe. For 240 years we have partnered alongside our clients, putting our expertise and platforms to work to help them achieve their ambitions. Today we help over 90% of Fortune 100 companies and nearly all the top 100 banks globally access the money they need. We support governments in funding local projects and work with over 90% of the top 100 pension plans to safeguard investments for millions of individuals, and so much more. As of March 31, 2024, we oversee $48.8 trillion in assets under custody and/or administration and $2.0 trillion in assets under management.
BNY is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). We are headquartered in New York City, employ over 50,000 people globally and have been named among Fortune’s World’s Most Admired Companies and Fast Company’s Best Workplaces for Innovators.
BNY Investments is one of the world’s largest asset managers, managing $2 trillion* across a range of traditional and alternative assets through seven specialist investment firms — ARX, Dreyfus, Insight, Mellon, Newton, Siguler Guff and Walter Scott. For more information, go to www.bnymellonim.com.
*As at 31 March 2024.
Speakers
Cathy Braganza
Co-Portfolio Manager and Senior Credit Analyst, High Yield
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Cathy is a Portfolio Manager in Insight’s European High Yield and Loans Team. She originally joined Insight Investment (a BNY Investments' firm) in September 2012.
She originally joined Insight in September 2012 as a Senior Credit Analyst within the Fixed Income Group. Prior to this role, she worked at Citi where she was an Analyst focussing on high yield and distressed stocks. Cathy has previously worked as a Portfolio Manager at Saudi International Bank (now Gulf International Bank). She began her industry career in 1994 as a Portfolio Manager with AMP Asset Management.
Cathy holds a B Commerce degree in Finance/Economics from the University of New South Wales.
Representatives
Brett Kennedy
Vice President, Intermediary Distribution
Brett joined BNY Mellon Investment Management in 2013 in London and relocated to Singapore with the firm in 2017. Brett has held different roles covering client servicing and business development focusing on Private banks and intermediaries during his tenure.
Prior to joining BNY Mellon Brett held a similar role at Jupiter Asset Management in London and started his career in 2009 at UK funds platform Cofunds.
Brett holds an Honors degree in Financial Management from the University of Essex UK.
Dr. Jon Wongswan
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Workshops
Workshops
A New Revolution in Infrastructure and Manufacturing
The rapid move towards a deglobalizing world has ushered in a wave of spending on AI Infrastructure, onshoring of manufacturing and the needed upgrade and replacement of aging facilities globally. In this session, we will take you into the impacts and opportunities presented by this wave of investment which began in the US and has rapidly led to a call to action in Europe. Labelled The EU Competitiveness Compass, initiatives focused on decarbonization, innovation and Europe’s answer to global competition, winners and losers will emerge and this discussion will help frame how to identify them.
Workshop Objective: Learn the opportunities in the current macro infrastructure trends and our investment approach to listed infrastructure equity to better position your portfolio.
Company Profile: BNY is a global financial services company that helps make money work for the world – managing it, moving it and keeping it safe. For more than 240 years BNY has partnered alongside clients, putting its expertise and platforms to work to help them achieve their ambitions. Today BNY helps over 90% of Fortune 100 companies and nearly all the top 100 banks globally to access the money they need. BNY supports governments in funding local projects and works with over 90% of the top 100 pension plans to safeguard investments for millions of individuals, and so much more. As of December 31, 2024, BNY oversees $52.1 trillion in assets under custody and/or administration and $2.0 trillion in assets under management.
BNY is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Headquartered in New York City, BNY employs over 50,000 people globally and has been named among Fortune’s World’s Most Admired Companies and Fast Company’s Best Workplaces for Innovators.
BNY Investments is one of the world’s largest asset managers, managing almost $2 trillion across a range of traditional and alternative assets through seven specialist investment firms — ARX Investimentos, Dreyfus, Insight Investment, Mellon Investments Corporation, Newton Investment Management, Siguler Guff & Company, and Walter Scott & Partners. For more information, visit www.bny.com/investments.
Speakers
Brian Blongastainer, CFA, CMT
Global Investment Strategist (Real Assets and Thematic)
Brian is a global investment strategist leading Newton’s (a BNY Investments’ firm) thematic investing business and guiding the messaging and positioning of the Real Assets strategies (Global Natural Resources and Infrastructure). As a member of the investment team, Brian works collaboratively with the investors to identify, develop and implement themes into the firm’s multidimensional research process, as well as to cultivate thematic products. Previously, Brian was member of Newton’s equity research team, covering the consumer discretionary sector globally.
Brian has a BA from Bates College, an MBA from Babson College and a master's degree in Education from Cambridge College.
Representatives
Sabrina Yu
Vice President, Intermediary Distribution Southeast Asia
Sabrina Yu is responsible for expanding BNY Investments’ intermediary distribution networks in Singapore and Malaysia. She joined the firm in 2021 as a Senior Associate for Business Development in Taiwan and has held different roles across our offices in Taiwan, Hong Kong and Singapore covering business development and client servicing.Prior to joining BNY Investments, Sabrina was Associate Director for Institutional Sales at Abrdn in Taiwan.
Sabrina holds a Master of Science in Money and Banking from the National Chengchi University in Taiwan.
Brett Kennedy
Vice President, Intermediary Distribution Southeast Asia
Brett joined BNY Investments in 2013 in London and relocated to Singapore with the firm in 2017. Brett has held different roles covering client servicing and business development focusing on Private banks and intermediaries during his tenure. Prior to joining BNY Investments, Brett held a similar role at Jupiter Asset Management in London and started his career in 2009 at UK funds platform Cofunds.
Brett holds an Honors degree in Financial Management from the University of Essex UK.
Real Assets in 2025: Opportunities in a new market regime
As markets reach an inflection point, real assets stand out for their potential to diversify, protect against inflation and provide solid returns. As the world’s largest active manager specializing in liquid real assets, Cohen & Steers offers unmatched expertise in this space. Thoughtful diversification across real assets is likely to deliver improved risk/reward outcomes, without sacrificing growth potential. Learn how to implement the potential benefits of real assets in a portfolio with Cohen & Steers.
Workshop Objectives: To understand the key strategic benefits of diversified real assets, why the next several years remain critical to maintaining and adding an allocation, and Cohen & Steers’ unique investment approach.
Company Profile: Dedicated to the pursuit of excellence in everything we do, Cohen & Steers, New York Stock Exchange listed company, is a leading global investment manager specializing in real assets and alternative income, focused on delivering alpha, income and diversification. Our teams are relentless in their drive to provide superior investment solutions and passionate about constantly innovating to meet the needs of clients today and anticipate their challenges of tomorrow.
Speakers
Michelle Butler
Senior Portfolio Specialist
Michelle Butler, Senior Vice President, is a Real Assets Portfolio Specialist, specializing in Global Listed Infrastructure, Midstream Energy, and Commodities. Her primary responsibility is articulating the investment teams’ process, positioning, and investment outlook. She joined the firm in 2013 and has 28 years of investment-related experience. She is the holder of Series 3, 7, and 63 FINRA certifications. Ms. Butler is based in New York.
Representatives
Liyen Wee
Head of Wealth Asia Pacific
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Liyen Wee is Head of Wealth, Asia Pacific, responsible for managing relationships with financial intermediaries. She has 19 years of experience. Prior to joining the firm in 2023, Ms. Wee was with Lazard where she led the Southeast Asia and wholesale distribution business. Previously, she held various distribution roles at Amundi, Aberdeen, and OCBC. Ms. Wee has a BA from the University of California Irvine and is based in Singapore.
The Future Is Private: Inside EQT’s Proven Approach in Private Equity & Infrastructure
EQT is among the Top 3 largest private equity firms and the Top 5 largest infrastructure investors globally. With over 30 years of investment experience, EQT has consistently delivered top-quartile returns for >1,000 institutional investors through EQT's active ownership investment approach.
In this interactive workshop session, we will take you inside EQT’s investment strategies across Private Equity and Infrastructure — sharing how our deep sector expertise and hands-on value creation drive performance. We'll also spotlight case study examples to demonstrate EQT's differentiated approach when it comes to private markets investing.
With Private Wealth as a key strategic priority for EQT, we'll also highlight how we have built EQT's semi-liquid platform, including the latest fund updates on our flagship private equity and infrastructure semi-liquid funds.
Whether you're interested in how we invest, curious about our latest strategies, or just keen to learn more about private markets — come join us for this workshop. It’ll be an engaging, interactive session with insights straight from the EQT playbook.
Workshop Objectives: Gain insights into what's driving the growth of private markets and why more investors are turning to alternatives for long-term performance
Explore EQT’s differentiated approach to investing in Private Equity and Infrastructure — and what sets us apart in value creation
Understand the role of semi-liquid strategies and how they can serve as a building block in a diversified alternatives allocation
Speakers
Keith Looi
CR Vice President
Keith Looi is a CR Vice President in the APAC Private Wealth Client Relations and Capital Raising team based in Singapore. He joined EQT Partners in April 2023.
Prior to joining EQT Partners, Keith worked at Goldman Sachs Asset Management (GSAM) on the Third Party Distribution Sales team. Prior to GSAM, he also worked in a fintech startup and HSBC Private Bank.
Keith holds a Bachelor's Degree in Accountancy from Nanyang Technological University
Jeremy Tan
Vice-President
Jeremy Tan joined EQT’s Private Wealth Client Relations and Capital Raising team in April 2024 as a Vice-President, based in Singapore.
Prior to joining EQT Partners, Jeremy worked at Vontobel Pte Ltd in the Asia Sales team, covering Private Banks, Family Offices and Institutional clients in South-east Asia. Prior to Vontobel, Jeremy was at DWS (Deutsche Bank) in the Asia Intermediary Sales team.
Jeremy received a BBM with a major in Finance from Singapore Management University.
Loving the unloved
For a long time, global equities have been overshadowed by the exceptional performance of US markets. However, as investors navigate geopolitical tensions and shifts in the global economic order, could this be about to change?
Within Asia ex-Japan equities, China has been largely overlooked by global investors, a long-term underweight in most allocations. Meanwhile, Korea has faced prolonged underperformance. As contrarian investors, we are comfortable challenging conventional wisdom and believe that a contrarian investment philosophy is crucial for capitalising on market volatility, with the aim to uncover attractive investment opportunities, and prioritise downside protection.
Please join James Cook, Investment Director, as he delves into the team’s contrarian approach to identifying value in an undervalued opportunity set.
Company Profile: Federated Hermes is guided by the conviction that responsible investing is the best way to create long-term wealth. We provide specialised capabilities across equity, fixed income and private markets, in addition to multi-asset strategies and liquidity-management. Through pioneering stewardship services, we engage companies on strategic and sustainability concerns to promote investors’ long-term performance and fiduciary interests. Our goals are to help people invest and retire better, to help clients achieve better risk-adjusted returns and, where possible, to contribute to positive outcomes that benefit the wider world.
Speakers
James Cook
Investment Director, Emerging Markets, Head of Investment Specialists, Federated Hermes Limited
James joined in November 2011 and is Head of Investment Specialists. Within his role, he oversees the team of investment specialists supporting all equity, fixed income and multi-asset products and is also investment director for emerging markets strategies. He joined from Fidelity Worldwide Investments, where he was product director for emerging markets equities from October 2005 until May 2011. He previously worked at Threadneedle Investments in investment communications. James has a degree in Economics from Royal Holloway, University of London, and holds the Investment Management Certificate.
Representatives
Mark Coppell
Head of Institutional Business Development, Asia ex-Japan
Mei Lin
Director - Wholesale Business Development, APAC
Mei Lin joined in November 2022 as Director - Wholesale Business Development, APAC and is responsible for the private banking intermediary channels across North & South Asia. Mei Lin joined the firm from NN Investment Partners where she spent five years as senior vice president based in Singapore, supporting the sales distribution efforts for the private banking distribution channels in North & South Asia. Before joining NN Investment Partners, Mei Lin held a similar role at Investec Asset Management Limited. Mei Lin started her career in the private banking divisions of Merrill Lynch International Bank and Bank Julius Baer.
Fixed Income and Flexibility: Crafting Resilient Portfolios in Volatile Markets
In today’s volatile environment, navigating fixed income markets requires both discipline and flexibility. In this presentation, we’ll explore how M&G’s active strategies are built to respond to changing conditions—from government bond rallies and widening credit spreads to equity market corrections. Grounded in fundamental research and a long-term value mindset, our approach looks across credit and rates to uncover opportunities. We’ll also highlight the strengths of active management in uncertain times and how our strategies are positioned to respond with insight and precision. This session offers timely perspectives on the role fixed income can play as a resilient and opportunistic component in portfolios today.
Workshop Objectives: To highlight the importance of fixed income in today's uncertain market, showcasing M&G's disciplined, flexible strategies designed to navigate evolving conditions and identify opportunities across credit and rates.
Company Profile: M&G Investments is an asset manager that connects the dots globally to identify investment opportunities.
Our global network of investment professionals connect world-class research capabilities with the diverse experiences and views of experts across multiple asset classes.
We call this Intelligence Connected.
We’ve been putting our clients at the centre of everything we do for over 90 years. And after launching Europe’s first-ever mutual fund back in 1931, we’re now recognised for our expertise in fixed income, private markets, multi-asset solutions and equities, including our growing range of sustainability-driven thematic equity products.
Today, we manage over £315bn* on behalf of individual and professional investors, including banks, pension funds, insurers, sovereign wealth funds, family offices, charities and advisors. And by investing for our internal client, we further enhance our ability to understand and act on our clients’ objectives.
As part of M&G plc, the international savings and investment business, we also have a shared purpose to give everyone real confidence to put their money to work.
*As at 31 December 2024
Speakers
Pierre Chartres
Investment Director, Fixed Income, M&G Investments
Pierre is an investment director in the fixed income team. His role involves explaining the investment philosophy, process and performance of M&G’s fixed income fund range, as well as providing updates on overall financial market performance, investment trends and the economic outlook.
Before joining M&G in 2013, Pierre worked at BNY Mellon Asset Management for seven years, most recently as a portfolio strategist designing, developing and managing multi-asset investment solutions. Prior to that, he spent two and a half years at Natixis Asset Management in Paris.
He has a Masters-level degree in business and finance from ESSCA Business School, Angers, France and is a CFA charterholder.
Representatives
Alfred Foo
Head, Intermediary Distribution (Southeast Asia)
Alfred Foo is the Head of Intermediary Distribution for Southeast Asia at M&G Investments. He oversees the wholesale segment in Southeast Asia, covering private banks, retail banks, insurance companies, IFAs and platforms.Before joining M&G Investments, Alfred served as Director of Wholesale Sales at Abrdn. He brings extensive experience from his previous roles as Vice President of Portfolio Solutions at Credit Suisse AG, Investment Advisor at Standard Chartered Private Bank, and Internal Sales Executive for the International Americas Group at Vanguard, Malvern.
Alfred holds a Master of Business Administration from Drexel University, USA, and a Bachelor of Business Administration from Temple University, USA.
Grace Yeo
Associate Director, Intermediary Distribution (Southeast Asia)
Based in Singapore, Grace covers the Singapore wholesale segment (covering private banks, retails banks, insurance, IFAs and platforms). Grace was previously an associate director at Capital Group for 4 years covering Asia ex-Japan institutional clients and consultants such as sovereign wealth funds, central banks and pensions. Prior to that, she was at Nordea Asset Management for over 4 years covering both private banks and institutions in the Asia ex Japan region. Grace holds the CFA charterholder in 2017 and graduated from the University of Melbourne.
Asset-based credit: The Latest Frontier
Private credit has been one of the most dynamic and fastest-growing asset classes over the last 15 years. With private credit experiencing a strong annual growth rate, driven by the retrenchment of banks and shifting capital markets, asset-backed credit has emerged as a key opportunity for investors seeking enhanced yields, diversification, and downside protection. As a key component of the modern financial ecosystem, we believe that asset-based credit is developing into a structural allocation within private credit portfolios.
In this session we will explore the structural trends supporting asset-based credit and opportunities within this asset class. We will also discuss Neuberger Berman’s expertise in Private Market, our team’s philosophy, deal sourcing approach our innovative solution to this attractive asset class.
Workshop Objectives: Increase brand awareness around NB’s capability and expertise in Private Market Space, promote our latest thoughts around asset-based credit and introduce our new semi-liquid solution for investors.
Company Profile: Neuberger Berman is an employee-owned, private, independent investment manager founded in 1939 with over 2,800 employees in 26 countries. The firm manages $508 billion of equities, fixed income, private equity, real estate and hedge fund portfolios for global institutions, advisors and individuals. Neuberger Berman’s investment philosophy is founded on active management, fundamental research and engaged ownership. In 2024, Neuberger Berman was named #1 Best Place to Work in Money Management by Pensions & Investments for firms with more than 1,000 employees, marking its fourth top ranking—the most of any firm in the category. Overall, the firm has placed #1 or #2 for 11 consecutive years. Visit www.nb.com for more information. Data as of December 31, 2024.
Speakers
Sachin Patel
Managing Director, Speciality Finance
Sachin Patel is a Managing Director in Specialty Finance team. Prior to joining the firm, Sachin founded and built the Global Capital Markets group at Funding Circle Holdings Plc and served on the boards of its listed and private asset management companies. Sachin was responsible for its many capital raises and funding transactions, including the IPO of the Funding Circle SME Income Fund, launching the U.K. and U.S. securitization programs, and building the private debt funds business. He also developed Funding Circle’s partnerships with U.S., U.K. and European governments and led the funding of loans under the government-backed Recovery Loan Scheme and Coronavirus Business Interruption Loan Scheme to support small businesses through the pandemic.
Representatives
Madeline Ho
Head of Intermediary – Singapore and Southeast Asia
Prior to joining Neuberger Berman, Madeline previously headed up Natixis Investments Manager as its CEO for Singapore and Head of Fund Distribution, APAC. Prior to that, she held senior leadership roles at Fidelity International and Franklin Templeton in Singapore.
Chua Hui Qing
Vice President
Jose Cosio
Head of Intermediary – Global ex US
José Cosio, Managing Director, joined the firm in May 2019. Jose heads our Global Ex-U.S. Intermediary efforts. He leads our Intermediary Teams in EMEA, Asia and Latin America, working closely with the various sales teams across the regions and partnering with our intermediary colleagues in the U.S. Jose is a member of the firm’s Partners Committee.
Jose has a depth of experience in distribution, strategy and relationship management across the full spectrum of intermediary clients with specific proficiency across the largest multi-regional firms. Prior to Neuberger Berman, Jose spent nine years at Alliance Bernstein in various business development and senior management roles, including SVP/Managing Director of Global Financial Intermediaries, U.K., MENA & Southern Europe.
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Jason Sosa
Jason is an entrepreneur, technologist, keynote speaker, and global business advisor. He has successfully led high-performance teams, clients, and startups in the fields of artificial intelligence, blockchain, and VR, raising $100M+ in total for projects. Jason has advised dozens of Seed-Series B startups working directly with founders/CEOs. He was previously the CEO/founder of IMRSV, an NYC venture-backed AI company. Jason was also an EIR/advisor to a $20M early-stage VC fund based in SF. He has early-stage startup validation as TechStars, 500Startups, and Plug and Play alumni. In 2017, Jason founded a blockchain community around a ‘statement of work’ protocol for remote work. Today, he works with a team of PhD researchers at Azara.AI to make artificial intelligence more accessible for business.
Jason has been a Forbes contributing writer along with appearances on CNN, Wired, Esquire Singapore, and The New York Times. He is an internationally recognized speaker at Carnegie Mellon Silicon Valley, Singularity University Global Summit, NUS Business School, MIT Enterprise Forum, and a four-time TEDx speaker. He has also been a keynote speaker at Stryker Corporation and USC Aiken Chancellor Signature Series.
Speakers
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Adrian Mazenauer
Adrian is a seasoned private banker with over 25 years of experience. He currently serves as the Chief Executive Officer and Head of Wealth Management at SCB Julius Baer. In this role, he is responsible for executing the growth strategy for the entire front office, overseeing all operations teams and leading the development of the value proposition for high-net-worth clients in Thailand.
Adrian’s extensive experience and deep understanding of wealth management have been instrumental in building and leading SCB Julius Baer as a senior executive since 2020. He has a proven track record of servicing the needs of sophisticated ultra-high-net-worth individuals (UHNWIs) families in Asia, with over 15 years of direct relationship management responsibility. Adrian is a Board Member of the Thai-Swiss Chamber of Commerce and the Program Director of The 45 Academia. He holds an MBA from The University of Chicago Booth School of Business and a postgraduate diploma in global finance from the Chinese University of Hong Kong. A Swiss national, Adrian is married with two children.
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Cholathee Pornrojnangkool
Cholathee Pornrojnangkool is currently the Senior Vice President, Bangkok Bank Wealth and Private Bank where he runs Investment Solutions for wealth management covering products management, Financial Advisors & Investment Counselor, Wealth Academy, Digital Wealth, and wealth projects. Prior to working at Bangkok Bank, Cholathee was appointed to various positions over 10 years at Standard Chartered Bank (Thai) as Head of Priority Segment, Head of Wealth Management, and Head of Investment and Advisory. At Standard Chartered Bank (Thai), he considered to be the founder of Wealth Management business where he set up various division for the business and responsible for end to end from managing investment products, derivatives, insurance, investment advisory, process and governance, system & infrastructure as well as foreign exchange for individual and small business clients.
Prior to Standard Chartered Bank and sometime between, he was First Senior Vice President at Siam Commercial Bank where he ran Wealth Management project and over 10 years’ experience of fund management as Fund Manager at SCB Asset Management and SCB Securities. He was also the fund manager of Thai Capital Fund registered at Osaka Stock Exchange and New York Stock Exchange till end of 2004 as well as developed the first index fund in Thailand, SCBSET index fund.
Cholathee, a Certified Financial Planner (CPF), and the director of Thai Financial Planners Association.
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Cristina Gabaldon
Cristina Gabaldon or Gabs graduated from De La Salle University with a Bachelor’s degree in Accountancy and Economics. She has over 17 years of market experience. She started her career in Unionbank of the Philippines as a portfolio manager and eventually CIO. She then moved to Bank of the Philippine Islands as senior equities portfolio manager and then as Head of Equities of Sun Life of Canada Philippines Inc. She is currently the Head of the Investment Management Division of Metrobank Trust. She is also a Certified Public Accountant (CPA) and a Chartered Financial Analyst (CFA). She previously served as a board of trustee of CFA Philippines and is currently part of the board of trustees of Fund Managers Association of the Philippines (FMAP), formerly as President in 2023-2024 and now as Board of Trustee for the Market Committee. She was also one of Citywire's Top 25 Asean Selectors winners in 2024.
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Daniel Peter
Daniel Peter is the Chief Executive Officer of Wealth Management Thailand at BNP Paribas, based in Bangkok.
Daniel joined BNP Paribas in April 2023 to drive the buildup of the wealth management business in Thailand. He brings extensive experience in the Southeast Asia private banking industry. Prior to joining BNP Paribas, he was team leader at Credit Suisse wealth management Thailand, and before that team leader at UBS wealth management Southeast Asia.
Daniel holds a master’s degree in economics and business administration from the University of Zurich and a bachelor’s degree in communication systems and IT from the Zurich University of Applied Sciences.
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Mohd Sedek
Mohd Sedek Jantan is a distinguished macroeconomist with expertise in labour market dynamics, monetary and fiscal policy, and trade. He serves as Head of Investment Research at UOB Kay Hian Wealth Advisory, providing strategic insights into investment and market analysis. His expertise is globally recognised, as he is an Expert Fellow at the Asian Financial Cooperation Association (AFCA), a think tank under the Chinese government, where he contributes to shaping economic discourse. A Bloomberg economic forecaster and regular commentator for Malaysian news outlets, he offers in-depth analysis of global and regional market trends. His PhD research on ageing economics has been widely cited in tier-1 journals and analysed by MIT Age Lab, a multidisciplinary research centre at the Massachusetts Institute of Technology (MIT), while his master’s research on white-collar remuneration was conducted in collaboration with Harvard Business School. Recognised for his academic and industry contributions, he ranks among the top 2% of authors worldwide (out of 2,136,503) on SSRN.
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Narit Kosalathip
With nearly three decades of experience in investment and wealth management, Narit Kosalathip has established himself as a leader in the industry. His expertise spans marketing, client advisory, product development, sales management, and strategic planning, making him a trusted advisor and strategist in the field. As Managing Director and Head of the Wealth Management Group, Narit leads Thailand’s largest team of private bankers, overseeing an impressive Baht 900 billion in assets under management (AUM). Under his leadership, the group has solidified its reputation as the premier onshore wealth management platform in Thailand, earning multiple accolades as the Best Private Bank in the country from esteemed global institutions.
Narit has been instrumental in shaping the firm's wealth management business, driving innovation in client solutions, expanding the product suite, and forging strategic partnerships. His forward-thinking approach and commitment to excellence have been central to the group’s success. Narit began his career with Phatra Securities in 1995, managing relationships with institutional clients in the Asset Management Division. During his MBA studies, he interned with Goldman Sachs in New York and Hong Kong as a summer associate in the Investment Management Division. After completing his MBA, he returned to Phatra Securities to help build its wealth management platform. His diverse roles in sales, marketing, product, and business development have been pivotal to the platform's growth and recognition.
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Roongroj Seksunwiriya
As Senior Vice President of Investment Product at Siam Commercial Bank (SCB), Thailand, Roongroj Seksunwiriya has been a driving force behind innovative investment strategies that have helped clients navigate market fluctuations with confidence. His expertise in portfolio diversification, strategic timing, and disciplined investing has led to the development of financial products that align with both short-term opportunities and long-term wealth creation. Throughout his career, he has focused on bridging the gap between traditional investment approaches and modern financial solutions, ensuring that SCB’s offerings remain competitive and forward-thinking. His thought leadership extends to advising institutional and individual investors on risk management, market trends, and sustainable returns, making him an influential figure in Thailand’s financial landscape.
