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Board Of Management

 PBI  ASSOCIATION 

 

IBC & PBI Corporates Partners:

  • ALLIANZ WW
  • CREDIT AGRICOLE WW
  • LAG Banking Risktech Insurance Indonesia
  • LAG Real Estate Title & Development 
  • The Institute of Actuaries of European Union
  • The Institute of Actuaries of Australia
  • The Institute of Actuaries of UK
  • The Society of Actuaries of USA
  • CIMB Bank
  • Bank BNI
  • Astra Colonial Mutual Group Life 
  • Panin Bank
  • Equity Life Assurance
  • Maskapai Reasuransi Indonesia Tbk
  • Heksa Insurance
  • Hanwha Life Assurance
  • MNC Life Assurance
  • BCA Finance
  • INDOSURYA Finance
  • EURODAVID Consulting
  • Mira Life Assurance
  • Bumiputera Life Assurance
  • Indrapura Life Assurance

 

Board Preffered Executives & Founders:

Markus Bernhart, CIB®., CPB®., CWB®. is BPE & Founder at IBC ASSOCIATION and PBI ASSOCIATION. He is Certified Private Banker. He is Experienced and Dedicated Investment & Private Wealth Banker. He has professional experience, capability and integrity in the fields and profession Banking Risktech & Insurance Management for 21 years, in the Companies as follows:

Banking Risktech & Insurance Career 

(2019-present)

  • NECARA GMBH GERMANY (VICE PRESIDENT)  

(2018-present)

  • LAG® ASIAEURO SINGAPORE DUTCH EUROPE WW LTD. (ADVISOR)

(2016-2018)

  • SUBITO AG GERMANY (DIRECTOR BUSINESS DEVELOPMENT) 

(2009-present)

  • BANKING RISKTECH INSURANCE CONSULTANT GERMANY

Banking Risktech Insurance Management Association     

(2018-present)

  • INVESTMENT BANKER & CORPORATE FINANCE ASSOCIATION® (IBC Association)-BPE & Founder    
  • PRIVATE BANKER & INVESTMENT ASSOCIATION® (PBI Association)-BPE & Founder

Advance/Postgraduate in Banking Risktech & Insurance Management (Portfolio):

(2018)

  • Certified Investment Banker-CIB®
  • Certified Private Banker-CPB®
  • Certified Wealth Banker-CWB®

Markus is Principal & Founder (BPE & Founder) at IBC Association & PBI Association as well.

Stephanie Dausque, CIB®., FIdA., CPB®., CWB®., FSAM. is BPE & Founder in IBC ASSOCIATION and PBI ASSOCIATION. She is Certified Investment & Risktech Banker. She is Experienced & Dedicated Investment & Risktech Banker, and has professional experience, capability and integrity in the fields and profession Banking Risktech & Insurance Management for 17 years in CREDIT AGRICOLE & LAG ASIAEURO WW Monaco, France, Switzerland, Belgium, and Singapore.

Banking Risktech & Insurance Career              

(2004-present)

  • LAG® BANKING RISKTECH INSURANCE ASIAEURO WW LTD. (PRINCIPAL & FOUNDER)   

(2018-present)

  • CREDIT AGRICOLE WW BANK EUROPE (CHIEF BUSINESS PARTNER ASIA PACIFIC)     

Banking Risktech Insurance Management Association

(2018-present)

  • INVESTMENT BANKER & CORPORATE FINANCE ASSOCIATION® (IBC Association)-BPE & Founder   
  • PRIVATE BANKER & INVESTMENT ASSOCIATION® (PBI Association)-BPE & Founder

Advance/Postgraduate in Banking Risktech & Insurance Management (Portfolio):

(2004-2018)

  • Certified Investment Banker-CIB®
  • Certified Private Banker-CPB®
  • Certified Wealth Banker-CWB®
  • Fellow Risk Financial Management France (Fellow of Institute des Actuaires of France)
  • Fellow Risk Financial Management Malaysia (Fellow of Society of Actuaries of Malaysia)

Stephanie is Principal & Founder (BPE & Founder) of LAG® BANKING RISKTECH INSURANCE ASIAEURO WW LTD., IBC Association & PBI Association as well.

D. Parlindungan, CIB®., CPB®., CWB®. is BPE & Founder at IBC ASSOCIATION and in PBI ASSOCIATION. He is Lawyer & Certified Banker. He is Experienced and Dedicated Investment & Private Wealth Banker. He has professional experience, capability and integrity in the fields and profession Banking Risktech & Insurance Management for 25 years, in the Companies as follows:

Banking Risktech & Insurance Career            

(2019-present)

  • ALLIANZ INSURANCE WW EUROPE (BUSINESS PARTNER)     

(2018-present)

  • CREDIT AGRICOLE WW BANK EUROPE (BUSINESS PARTNER) 
  • LAG® BANKING RISKTECH INSURANCE ASIAEURO WW LTD. (PRINCIPAL & FOUNDER)

Banking Risktech Insurance Management Association          

(2018-present)

  • INVESTMENT BANKER & CORPORATE FINANCE ASSOCIATION® (IBC Association)-BPE & Founder   
  • PRIVATE BANKER & INVESTMENT ASSOCIATION® (PBI Association)-BPE & Founder

He has advance/postgraduate degree in Banking Risktech & Insurance Management:

Advance/Postgraduate in Banking Risktech & Insurance Management (Portfolio):

(2018)

  • Certified Investment Banker-CIB®
  • Certified Private Banker-CPB®
  • Certified Wealth Banker-CWB®

D. Parlindungan is Principal & Founder (BPE & Founder) LAG® BANKING RISKTECH INSURANCE ASIAEURO WW LTD., IBC Association & PBI Association as well.

Ricky Leonard, CIB®., FSAI., CPB®., CWB®., WAPERD., AAAIJ. is BPE & Chairman in IBR ASSOCIATION and BPE & Founder in PBI ASSOCIATION. He is Certified Investment & Private Banker. He is Experienced and Dedicated Investment & Private Wealth Banker. He has professional experience, capability and integrity in the fields and profession Banking Risktech & Insurance Management for 27 years, in the Companies as follows:

Banking Risktech & Insurance Career            

(2019-present)

  • ALLIANZ INSURANCE WW EUROPE (BUSINESS PARTNER)     

(2018-present)

  • CREDIT AGRICOLE WW BANK EUROPE (BUSINESS PARTNER) 
  • LAG® BANKING RISKTECH INSURANCE ASIAEURO WW LTD. (CEO)
  • LAG® RISK MANAGEMENT INDONESIA & ACTUARIAL (COMMISSIONER)

(1994-2018)

  • ING Group, Astra Colonial Mutual Group Life, Equity Life Indonesia, Maskapai Reasuransi Indonesia Tbk., Heksa Insurance, Hanwha Life, ERA Real Estate, MNC Life Assurance (VICE PRESIDENT)

Banking Risktech Insurance Management Association          

(2018-present)

  • INVESTMENT BANKER & CORPORATE FINANCE ASSOCIATION® (IBC Association)-BPE & Chairman   
  • PRIVATE BANKER & INVESTMENT ASSOCIATION® (PBI Association)-BPE & Founder

He has advance/postgraduate degree in Banking Risktech & Insurance Management:

Advance/Postgraduate in Banking Risktech & Insurance Management (Portfolio):

(1996-2018)

  • Investment Banking & Risktech Valuation (from Banking Risktech & Investment Management Prophet FIS Sungard plc WW (USA), TAS Tillinghast (MoSes) Willis Towers Watson plc WW (UK) and IAA The Institute of Actuaries of Australia).
  • Certified Investment Banker-CIB®
  • Certified Private Banker-CPB®
  • Certified Wealth Banker-CWB®
  • Associate Life Office Management Institute AAAIJ (from AAMAI)
  • Mutual Funds Investment WAPERD (from APRDI)

Ricky is BPE & Chairman IBC Association and BPE & Founder PBI Association as well.

Delima Erika H., CIB®., CPB®., CWB®. (+ Or Her Heir), is BPE & Founder in IBC ASSOCIATION and PBI ASSOCIATION. She is Certified Private & Wealth Banker. She is Experienced & Dedicated Private Wealth Banker with 52 years Private Wealth Banking Professional Experience.

Banking Risktech & Insurance Career           

(2019-present)

  • ALLIANZ INSURANCE WW EUROPE (BUSINESS PARTNER)         

(2018-present)

  • CREDIT AGRICOLE WW BANK EUROPE (BUSINESS PARTNER)   
  • LAG® BANKING RISKTECH INSURANCE ASIAEURO WW (PRINCIPAL & FOUNDER)      

Banking Risktech Insurance Management Association          

(2018-present)

  • INVESTMENT BANKER & CORPORATE FINANCE ASSOCIATION® (IBC Association)-BPE & Founder   
  • PRIVATE BANKER & INVESTMENT ASSOCIATION® (PBI Association)-BPE & Founder

Advance/Postgraduate in Banking Risktech & Insurance Management:

(2018)

  • Certified Investment Banker-CIB®
  • Certified Private Banker-CPB®
  • Certified Wealth Banker-CWB®

Delima is Principal & Founder (BPE & Founder) LAG® BANKING RISKTECH INSURANCE ASIAEURO WW LTD., IBC Association & PBI Association as well.

 

Board Of Management:

Hendra Mohariz, CPB®., CWB®. is Chairman & Founder at PBI ASSOCIATION. He is Certified Private & Wealth Banker. He is Experienced & Dedicated Private Banker, and has professional experience, capability and integrity in the fields and profession Risktech Capital & Insurance Management for 22 years, in the Companies as follows: 

Banking Risktech & Insurance Career

(1996-present)

  • BCA FINANCE-Vice President

Banking Risktech & Insurance Association     

(2018-present)

  • PBI INSTITUTE-Chairman & Founder  

Hendra has advance/postgraduate degree in Risktech Capital & Insurance Management:

Advance/Postgraduate in Risktech Capital & Insurance Management (Portfolio):

(2018)

  • Certified Private Banker-CPB® 
  • Certified Wealth Banker-CWB® 

Hendra is Founder PBI Association as well.

Dina Prasanti, CPB®., CWB®., is Vice Chairman & Founder at PBI ASSOCIATION. She is Certified Private & Wealth Banker. She is Experienced & Dedicated Private & Wealth Banker, and has professional experience, capability and integrity in the fields and profession Banking Risktech & Insurance Management for 22 years, in the Companies as follows: 

Banking Risktech & Insurance Career

(2018-present)

  • Eurodavid Consulting-Partner

(1996-2018)

  • Bank Lippo (now CIMB Niaga) International Banking Division USA, Eurodavid International Limited (Leading Banking & Training Consulting), Infosanta Kuarta Management Consulting, Grahakreasi Reksatama Arts Investment-Director

Banking Risktech & Insurance Association      

(2018-present)

  • PBI INSTITUTE-Vice Chairman & Founder (Strategic Cooperations & Organisation Membership)  

She has advance/postgraduate degree in Banking Risktech & Insurance Management:

Advance/Postgraduate in Banking Risktech & Insurance Management (Portfolio):

(2018)

  • Certified Private Banker-CPB® 
  • Certified Wealth Banker-CWB®

Dina is Founder PBI Association as well.

Satria Arief, CPB®., CWB®. is Vice Chairman at PBI ASSOCIATION. He is Certified Private & Wealth Banker. He is Experienced & Dedicated Private & Wealth Banker, and has professional experience, capability and integrity in the fields and profession Banking Risktech & Insurance Management for 22 years, in the Companies as follows:

Banking Risktech & Insurance Career

(2018-present)

  • INDEPENDENT Private Banker  

(1996-2018)

  • Bank Lippo (now CIMB Niaga), IFI Bank, IFI Syariah-Division Head
  • BPP Asia Consulting-Indonesia Partner
  • Eurodavid International Limited (Leading Banking & Training Consulting)-Indonesia Partner

Banking Risktech & Insurance Association  

(2018-present)

  • PBI INSTITUTE-Vice Chairman (Research Education, Professional Standard and Syariah)

Satria has advance/postgraduate degree in Risktech Capital & Insurance Management:

Advance/Postgraduate in Banking Risktech & Insurance Management (Portfolio):

(2018)

  • Certified Private Banker-CPB®
  • Certified Wealth Banker-CWB® 
  • Postgraduate (MBA), Master of Business Administration in Islamic Economy from Leicester University (UK)

Lewi Mutiara, CPB®., CWB®. is Vice Chairman at PBI ASSOCIATION. He is Certified Private & Wealth Banker. She is Experienced & Dedicated Private & Wealth Banker, and has professional experience, capability and integrity in the fields and profession Risktech Capital & Insurance Management for 22 years, in the Companies as follows:

Banking Risktech & Insurance Association

(2018-present)

  • PBI INSTITUTE-Vice Chairman (Public Relation)

Banking Risktech & Insurance Career

(2018-present)

  • INDEPENDENT Private Banker  

Lewi has advance/postgraduate degree in Banking Risktech & Insurance Management:

Advance/Postgraduate in Banking Risktech & Insurance Management (Portfolio):

(2018)

  • Certified Private Banker-CPB®
  • Certified Wealth Banker-CWB® 

Andrian Lubis, CPB®., CWB®. is Vice Chairman at PBI ASSOCIATION. He is Certified Private Banker. He is Experienced & Dedicated Private Banker, and has professional experience, capability and integrity in the fields and profession Risktech Capital & Insurance Management for 22 years, in the Companies as follows:

Banking Risktech & Insurance Association

(2018-present)

  • PBI INSTITUTE-Vice Chairman (Law & Advocation)

Banking Risktech & Insurance Career

(2018-present)

  • INDEPENDENT Private Banker  

 

Andrian has advance/postgraduate degree in Risktech Capital & Insurance Management:

Advance/Postgraduate in Risktech Capital & Insurance Management (Portfolio):

(2018)

  • Certified Private Banker-CPB®
  • Certified Wealth Banker-CWB®  

 

 

 PBI  ASSOCIATION  by LAG BANKING RISKTECH INSURANCE WW  

PT. HLEONTAMA: INVESTMENT BANKING & CORPORATE FINANCE RISKTECH INSURANCE CORP  

CORPORATE LAWYER: LAW OFFICE D. PARLINDUNGAN, SH., CIB®., CPB®., CWB®. & REKAN

PBI INSTITUTE (PBI ASSOCIATION) is independent national and international certification, education, training, research & development institute for PRIVATE BANKERS (MONEY MANAGERS), WEALTH BANKERS, and INVESTMENT BANKERS. PBI INSTITUTE was establish effective 21 Sepember 2018 with Inauguration Ceremony in Headquarter LIAT TOWER Singapore and in Secretariat OFFICE 8 TOWER Jakarta. ALLIANZ
Detail

PBI INSTITUTE
PT. Haan Leontama
OFFICE 8 TOWER Lantai 18 A SCBD SUDIRMAN Jl. Jend. Sudirman Kav. 52-53
Jakarta Selatan, 12190
DKI Jakarta - Indonesia
(021) 29608061
628111996769
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