Rethinking Wealth Amidst Tariffs
Calling fund managers and wealth managers: In an era of shifting power dynamics, global wealth faces unprecedented headwinds and opportunities.
As US tariffs reshape trade routes, de-dollarization gains momentum, and digital currencies redefine the future of money, how should fund managers and wealth advisors position themselves and their clients for success?
Join us for a thought leadership networking session where we invite economists, fund managers, and finance experts to unpack:
The evolving impact of US tariffs on global capital flows and investment strategies
The realities and myths of de-dollarization: timelines, triggers, and portfolio implications
The rise of CBDCs (Central Bank Digital Currencies) and stablecoins: how digital currencies are reshaping cross-border finance
The new frontier in alternative investments: private markets and beyond
This exclusive event offers a rare opportunity to gain deep macro insights, actionable strategies, and high-value networking with peers navigating the same volatile landscape.
Very limited seats available, RSVP early!
Contact: connect@firstrate.com
https://www.axial-partners.com | https://www.firstrate.com
Speakers
Charles Wong - Chairman and Co-Founder, Prive Technologies
Charles Wong is an expert in WealthTech and Asset Management Tech, with extensive experience in strategy formulation, partnership development, and business growth. Previously a Managing Director at JP Morgan, he now leads strategic initiatives at Privé Technologies, a firm backed by UBS and Blackrock. Charles holds degrees from MIT and advises startups in insurtech, HR Tech, and AI.
Mikko Perez - Founder and CEO, Ayannah
Mikko Perez is Co-Founder of JUST Finance, a fintech company providing Web3 products and platforms to regulated financial institutions. He is also the Founder and CEO of Ayannah, a pioneering fintech company delivering inclusive digital financial services in emerging markets. Under his leadership, Ayannah has received global recognition for innovation in inclusive digital finance.
Prior to Ayannah, Mikko was on the founding team of Chikka, the mobile messaging startup that scaled globally before its acquisition by PLDT (NYSE: PHI). His earlier career spans investment banking at J.P. Morgan in San Francisco and private equity in Singapore, as well as early work as a community organizer building grassroots social enterprises in the Philippines.
Having begun his career as a community organizer helping build social enterprises in rural Philippines, he remains actively involved in initiatives that support social entrepreneurship and sustainable development as an Edmund Hillary Fellow. Mikko holds a BSc in Management (with Honors) and a BA in Development Studies (with Honors & Award for Excellence) from the Ateneo de Manila University, and an MBA from the Harvard Business School.
About the Co-organizers
First Rate
Comprehensive WealthTech for a Better Future.
At First Rate we always put serving our customers, coworkers and communities first. It’s the reason we are still thriving after more than 30 years of developing innovative WealthTech.
To better serve our customers in the future, we will continue to provide you with new market offerings and expand our family of brands. By partnering with us, you will have long-term access to innovative technology and world-class service, all created to help you build your business.
Axial Partners
Led by an experienced management team with a reputation for investment and operational excellence, we leverage our strategic partnerships with industry leaders in asset management, investment research, and venture capital to provide a differentiated and flexible investment solution. As an independent service provider which is not part of a broader bank or asset management group, we offer full open-architecture investment options on our platform.