David Lough is the Chairman of Heartwood and has over 20 years of experience providing investment and financial advice to private clients.

David Lough is the Chairman of Heartwood. After a career in investment banking, he moved to the wealth management sector and, with Cripps Harries Hall, founded the business that has since evolved into Heartwood in 1988. He was CEO of Heartwood until becoming Chairman in March 2009. David founded and was Chairman of the Association of Solicitors Investment Managers 1993-1996 and is a Fellow of the Chartered Institute of Securities and Investment. He is a member of the Advisory Board of CharinCo and ChariShare and a member of the Financial Services Forum's Wealth Management Committee.

James Butterfill has over 8 years experience as a strategist with Coutts & Co, providing investment recommendations within managed portfolios.

James Butterfill is an equity strategist in the global investment services team at Coutts & Co. As an investment Strategist, James is responsible for global equity strategy, providing investment recommendations within managed portfolios. James has over eight years experience as a strategist (with prior industry experience) specialising in combining quantitative bottom-up approach with top down macro analysis. Prior to Coutts & Co, James worked at HSBC Private Bank & ING Barings.

Terry Alan heads a team of Senior Relationship Managers in Asia.

Terry has over 20 years of experience in the industry and has been a leading advisor to many of the large non-profit organisations around the region. Recently, Terry was the CEO of a boutique investment bank in Asia. He was a key client wealth advisor at UBS AG and MeesPierson Private Bank in Singapore. He launched and headed UBS’s Philanthropy Services for Asia-Pacific. Terry was the Managing Partner of Farris Associates in Hong Kong. Terry has also been a leader in the social enterprise sector where he was the Executive Director of Hong Kong Adventist Hospital and the Director of Advancement at the University of Hawaii Foundation.

Nicole Vettise is a client portfolio manager, responsible for product management and client servicing across the spectrum of JP Morgan Asset Management’s global equities strategies.

Nicole Vettise, Executive Director, is a client portfolio manager in the JP Morgan Asset Management’s Global Equities Team. An employee since 1996, Nicole is responsible for product management and client servicing across the spectrum of global equities strategies. Prior to joining the Global Equities Team, she was responsible for investor relations in Hong Kong and investor communications in Luxembourg.

James Dowey is the Chief Economist and Investment Director at Neptune, having previously taught at the LSE and Aberdeen Business School. He is also currently a PhD scholar at the LSE.

James leads Neptune’s global economic research. He joined Neptune as an Economist in May 2007 and was appointed Chief Economist in September 2009 and Investment Director in July 2010. Previously James has taught economics and economic history at the London School of Economics and Aberdeen Business School and worked in actuarial consultancy. He has degrees in economics from Edinburgh and King's College, Cambridge and is currently a PhD scholar at the LSE.

Joseph Field is the senior regional partner for Asia, Withers

Joe represents substantial international families on structuring their affairs and estate planning. He also advises financial institutions with respect to the establishment of international trust companies and a wide variety of financial services. He is a frequent speaker at international conferences, as well as co-author of many industry leading publications.

He has received the following recognitions in his career so far: Citywealth Top Leading International Lawyers 2009, Top 100 in the Wealth Profession 2007, Top 100 Americas 2006, New York Achiever of the Year CityWealth Americas Magic Circle Awards 2006, former head of International private client (Europe) at the U.S. law firm Bryan Cave and Conseil Juridique in France. Joe is also a member of membership a number of American Bar Associations and The Society of Trusts and Estate Practitioners.

Ian Ewart is head of Products, Services and Marketing at Coutts.

He joined in March 2012 and leads the Marketing and Communications function and spearheads all aspects of sales and the client experience; he has overall responsibility for Products & Services. He is a member of the Executive Committee of Coutts and also a member of the RBS Group Communications Board. Prior to joining Coutts, Ian held the position of Head of International Marketing at Bank of America Merrill Lynch. His career has been in strategy and marketing in international private banking and asset management. He has held a number of senior marketing positions, notably at Barclays, HSBC and Paribas.

Christian A. Edelmann heads Oliver Wyman’s Corporate & Institutional Banking and Wealth & Asset Management practice in Asia-Pacific. He is based in Hong Kong.

Christian has worked with major financial institutions in Asia, Europe and the Middle East, covering Wholesale & Investment Banks, Wealth & Asset Managers, and (Post)-Trading organisations. In his recent work he has particularly focused on client coverage models, distribution and product strategies, business model optimisation and strategic risk management. He has co-authored some of our most recent reports on Transaction Banking and is a regular speaker at industry conferences.

Christian holds a Master degree in Law and a Master degree in Business and Economics from the University of Basel (Switzerland). He also earned the CFA (Chartered Financial Analyst) and the FRM (Financial Risk Manager) designation.

Amit Lodha has managed high-profile funds, including Fidelity Investment Funds and Fidelity Funds Global Focus Fund. He has covered financials, telecoms, technology and materials and has experience in Asian financials.

Amit Lodha is a fund manager at Fidelity Worldwide Investment. He has managed Fidelity Investment Funds and Fidelity Funds Global Focus Fund since October 2010. He also manages Fidelity Funds Global Real Asset Securities Fund, which he has run since launch in September 2009. Amit joined Fidelity International in Mumbai in 2003 as a Research Analyst, covering domestic Financials, Telecoms and Technology stocks. In 2006, he became Sector Leader for Asian Financials, before moving to cover Materials in January 2007. From April 2008 until January 2012, Amit managed the Fidelity Funds Global Industrials Fund.

Jay heads Withers wealth planning group in Asia.

Typical clients include family businesses, fund managers, high net worth families, single and multi-family offices, trustees, insurers and financial institutions. Jay has been heavily involved in advising on the IRS voluntary disclosure programs and institutions on the implications of the new US Foreign Account Tax Compliance (FATCA) legislation. Jay has appeared on high profiled TV, news coverage, radio and public speaking platforms. Jay was previously based in Wither's London office co-heading the firms Funds, Investment, Tax and Trust group. Jay lead the development of investment and inheritance planning for the UK market. He is also a member of Society Trust and Estate Practitioners, British American Business, European American Tax Institute and American Chamber of Commerce in Hong Kong.

Peter Flavel is chief executive officer of J.P. Morgan Private Wealth Management in Asia.

Mr. Flavel is responsible for overseeing and expanding the high-net-worth business and client base in the region. Mr. Flavel joined J.P. Morgan in 2011 with over 20 years of deep regional experience in financial services across Asia Pacific. In 2006 he led the establishment of Standard Chartered’s Global Private Bank. In three years since launch it grew to over 1700 employees and $50 billion of assets under management across 30 locations globally including India, China, Singapore, Hong Kong, Dubai, London and Korea.

Ian Woodhouse is a leading advisor and consultant to domestic and international banks, having worked with organisations of all sizes to improve their business performance.

Ian Woodhouse is a director of the PwC EMEA Private Banking and Wealth Management Practice team. He has over 20 years international experience in providing advisory and consultancy support to domestic and international private banks and asset managers. He has worked on numerous assignments and programmes for successful and well known local, regional and global financial institutions to help accelerate and improve their business performance on a collaborative and knowledge transfer basis. Ian is a recognised thought leader within the industry. He has authored several articles and benchmark surveys and speaks at both public industry conferences and in house client management team events. He is a lead author of PwC’s highly respected Global Private Banking and Wealth Management Survey.

Jean-Pierre Flais has worked for the Private Banking arm of the Société Générale Group for over 20 years, contributing to their overall strategy and business operations.

Jean-Pierre Flais is deputy chief executive officer at SGPB Hambros and has been working for the Société Générale Group since 1987. His main role is to contribute, with the chief executive, to the definition of the bank’s overall strategy, to ensure its implementation and to manage the day to day running of the business. His direct areas of responsibility include investment management, finance, IT, operations, projects and central services, risk management and legal. Jean-Pierre began his career with the Société Générale Group in the institutional investor relations area covering the UK, South East Asia and Australia. He then moved to London in 1997 as Finance Director for SG UK investment banking before joining SGPB Hambros as Chief Financial Officer in 1998.

Alison Malton has extensive industry experience, having been COO at Barclays and Schroders Private Banks. She went on to found her own business consultancy firm focusing on wealth management and is also the COO of Fleming Family & Partners.

Alison Malton is director and founder of Hartview Limited, a business consultancy focusing on wealth management. Alison’s experience has been gained from over twenty years in the wealth management industry including roles as COO at Barclays Private Bank and Schroders Private Bank. Since forming Hartview in 2005, Alison has worked for a range of clients including UBS, Aegon, JP Morgan, Neptune Investment Management and a number of boutique investment managers and independent wealth advisors. Her assignments included an interim role as managing director of Compeer Limited, the independent research and benchmarking company. In February 2012, Alison joined Asquith & Partners, an independent wealth advisor, as part-time COO following the firm’s formation of a strategic partnership with Fleming Family & Partners.

Richard Harris is the Chief Executive of Port Shelter Investment Management. He was the Founding Managing Partner of a multi-asset Family Office manager, Grace Financial, and formerly CEO of Quam Asset Management. He has considerable experience in Investment Management business-building and turn-around in many countries and has launched many innovative financial products such as a fund of ETF’s, an early-stage private equity fund, the first liquid Mongolia Fund and an innovative RMB-based fund.

Mr. Harris was Director of Citigroup Private Bank specialising in Asia-Pacific asset allocation, manager selection and portfolio construction, established Enterprise Private Capital in London. He was Director of Newton Investment Management, London (now BNY Mellon Group) where he chaired the divisional Global Investment Committee for private clients. Richard was CEO of Jardine Fleming’s Private Bank in Hong Kong (now within J.P. Morgan) prior to which he managed JF active, research-based institutional pension, derivative and mutual funds. He began his investment career on the sell-side with Enskilda Securitiesserving on the SkandinaviskaEnskilda Bank (HK) Management Committee.

Michael Olesnicky is the head of Baker & McKenzie’s tax group in Asia and a member of its global tax steering committee. He has been based in Hong Kong for over 25 years. His practice focuses on corporate tax and tax dispute work, as well as wealth management, trusts and personal estate planning and family succession matters. He also advises many financial institutions on stamp duty matters. He is an Australian trained lawyer. He has served on a number of governmental and quasi-governmental tax committees in Hong Kong, and was previously a member of the Law Faculty at Hong Kong University.

Mykolas Rambus is the CEO of Wealth-X, the global information solutions business headquartered in Singapore. Previously, he was an executive with Forbes Media, a Partner with the management consulting firm KAHLE Partners, CIO at W. P. Carey, a NYSE-listed Real Estate Investment Trust and Chief Executive Officer of LOBBY7. He is a frequent commentator on executive issues, and a regular keynote speaker, guest lecturer and contributor to several books. Mr. Rambus studied at the Massachusetts Institute of Technology and is an avid fencer.

Rory Tapner, chief executive, Coutts. Rory is a member of the RBS Group Management Committee. He joined Rowe & Pitman in 1983, working in the corporate finance department. When Big Bang occurred in 1986, Rowe & Pitman merged into SG Warburg, creating a truly integrated financial services platform. SG Warburg then merged into Swiss Bank Corporation and Rory became Global Head of its Equity Capital Markets division.

Following a further merger, between UBS and SBC, Rory was appointed joint Global Head of Investment Banking. He was then appointed Chairman and CEO of UBS Group across Asia Pacific, responsible for Investment Banking, Wealth Management and Asset Management. He joined the UBS Group Executive Board in 2006.

Trevor Mak is the Head of Private Bank in HK in charge of the Private Banking HK business since Feb 2012. He oversees the Client Advisory teams in Standard Chartered Private Bank who provide bespoke private banking solutions to clients in HK, Greater China and North East Asia.

Trevor has over 28 years of banking experience and had been working for Standard Chartered Bank from 1984 to 1996 in various divisions including Financial Control in HK, Commercial Banking in HK and Canada as well as the previous Private Bank under the Equitor Group of Standard Chartered Bank which was sold to Swiss Banking Corporation in 1996. He then worked for UBS (from 1996 to 1998), Coutts Bank (1998 to 1999) and Citi Private Bank of Citigroup (from 1999 to early 2010).

Trevor Mak is a MBA, CFA and ACIB professionally. He is also the President for University of Alberta Alumni Association HK for 2009 to 2010.