Our “Conversations on Wealth Management” Webinar Series 3.0, boasts an illustrious lineup of speakers, each a luminary in their respective fields. This distinguished panel of experts is set to illuminate the intricacies of wealth management and legacy planning for affluent and High Net-Worth Individuals (HNIs).
Leading the discourse are individuals renowned for their profound insights and extensive experience in the realms of finance, insurance, family offices, and estate planning. From seasoned wealth managers to legal luminaries, each speaker brings a unique perspective to the table, promising a dynamic and enriching discussion on the multifaceted challenges and opportunities faced by HNIs in our ever-evolving socio-economic landscape. Let’s take a closer look at the esteemed speakers who will be steering the conversations at this pivotal event.
Meet The Speakers
Director, Business Development
Grandtag Financial Consultancy and Insurance Brokers Ltd.
Rita Tong has over 20 years of experience as a financial adviser in Hong Kong, servicing clients from all around the world. She has been a Certified Financial Planner in Hong Kong since 2009. She is licensed with the Securities and Futures Commission ( SFC 1, 4, and 9 ) in Hong Kong, and she is also licensed with the Insurance Authority in Hong Kong. Rita also advises and manages clients investment portfolios and various insurance products to match their wealth planning needs.
CEO and Co Founder Din Consultants
Global Innovation, Growth, and Gender Specialist.
Sabila is a renowned global executive with over three decades of experience in driving growth for businesses and economies both locally and globally. She is known for her versatile leadership and industry impact. She is a dedicated advocate for gender parity, championing inclusivity and sustainability for business success.
As the founder of Din Consultants, a leading firm in innovation and growth, Sabila specializes in creating and commercializing ‘digital plus strategies and propositions’ for business expansion. Her work is pivotal in promoting gender contribution, financial accessibility, new market development, and investment attraction. Her profound expertise in the financial services sector includes a variety of achievements across different fields .
In the wealth management sector, Sabila has been pivotal in developing and commercializing innovative digital plus business models and expanding into new markets. A key focus is unlocking the $1 trillion untapped potential of women’s wealth.
In the development finance and insurance sector, she advances gender mobilization, financial inclusion/protection and WSME growth in Africa, Asia, the Middle East, and emerging Europe. She advises on strategy, fs and non-fs solutions, digital distribution, skills, and ecosystem development.
She works extensively with family offices, assisting in setting up family offices, developing family charters, advising on the growth of operating businesses, strategic partnerships, and raising investment.
At a national level, she collaborates with women’s secretariats in developing markets and shaping programs for gender parity in banking and insurance.
Sabila continues to further gender mobilization, advocating for tools like gender bonds, blended finance, the application of emerging technologies such as AI in gender focused initiatives, and climate.
Her diverse non-executive roles have included serving on the advisory board of the London Institute of Banking & Finance and the Institute of Directors. She is a Freeman of the Worshipful Company of World Traders, an editorial board advisor for wealth briefings, and a judge for the Wealth for Good awards. She is a frequent speaker on gender finance, has published numerous white papers, and has been shortlisted for several industry awards.
Prior to founding Din Consultants, Sabila held key roles, including commercial director at ABN AMRO launching a pan-Asian retail bank. She also served as joint MD at JWT Dialog Hongkong – building businesses and brands for clients in Asia, and held senior positions at Streets Financial and IBM e-business in the UK. She is committed to lifelong learning.
TEP, FCA, FCMA, and MBA
Founder and CEO, Odyssey SFO
Asher Noor is the Founder and CEO of his private family office, Odyssey SFO, managing investments along with his family. His interests are in food and water security, web3 and history. His expertise is in venture capital and private equity investing. After leaving Morgan Stanley as their CFO in Saudi, for 14+ years he served as CIO for a sophisticated single-family office, based out of their Riyadh and Singapore offices. He was on the editorial board of the STEP Journal for 5+ years and is the former chairman of the STEP SIG on Business Families. He is a Fellow of the Family Firm Institute, as well as a former board and faculty member. He is a Chartered Accountant and has an MBA from EDHEC Business School, France. Asher is based in Melbourne. He can be contacted via www.ashernoor.com
Co-Founder & Director PennyTree
Abayomi Ogunjobi is an experienced finance professional with global experience in Corporate finance, Financial Planning & Analysis, Investment Management, Strategy and Investor Relations.
He is a Certified SAFe®️ 5 Program Consultant and has over 13 years’ working experience spanning Finance, Relationship Management, Investor Relations, Financial Technology, Business Strategy & Growth.
Abayomi has worked closely with several institutional clients, such as state and corporate organizations, on capital market transactions, playing a significant role in coordinating and leading the finance team of several states and running bond transactions as the lead trustee.
He earned a Master’s Degree in Business Administration (“MBA”) with distinction from the New York Institute of Technology, USA, and a BSc degree in Accounting from the University of Abuja. He is a member of two International honors society: Beta Gamma Sigma and the Financial Management Association International (FMA).
He is a Fellow of the Association of Chartered Certified Accountants (ACCA) UK, a Qualified Member of the Chartered Professional Accountants of Canada (CPA) Canada, and a Chartered Institute of Bankers of Nigeria (CIBN).
COO Quanon Capital Ltd
Bilal is the head of a family office (SFO). He discreetly serves families of wealth as well as managing/overseeingtheir corporate family business and direct operating assets. He has extensive experience in multi assets covering the financial, legal, and operational sides alike. He is passionate about wealth management (end to end) and governance (family and corporate), building, mentoring, and managing high performance teams.
Anbern R. Guarrine
Facilitator, Family Play
Anbern R. Guarrine is a facilitator of Family Play, where she uses games that promote neuroplasticity, to help families create a culture that upholds their legacy and values. She is an experienced facilitator with a demonstrated history of working in the professional training and coaching industry. She has worked with family businesses since 2009, helping craft family governance structures and facilitating family meetings, team buildings, and retreats.
Anbern has received the Family Firm Institute (FFI) Certificate in Family Business Advising (CFBA). She is also Gallup trained in Strengths Coaching, and leans into her Maximizer strength to connect with her clients and help them be the best version of themselves. She uses AirtimeBA to help individuals develop specific communication skills to move forward in their personal and professional life. Anbern is an active member of Chicago’s Family Advisory Council, where she enjoys sharing her best practices with professionals of various disciplines and growing to understand the consulting field.
UK. SIP Medical Family Office
With more than 25 years of experience, Kieran is very well-known in the International Health Insurance market. In 2022 he joined SIP Medical Family Office as the UK General Manager and in order to set up the UK Entity for the Zurich and Swiss-based company. Kieran’s career is mainly on the insurer side and worked for Bupa, Cigna, and most recently Now Health International where he was General Manager UK and Europe.
Following Brexit, Kieran switched to become an intermediary consultant for SIP and used his experience to serve our Private and Commercial clients. Having experience as both an insurer and intermediary, Kieran offers a great deal of industry knowledge and experience which he is happy to share.