After graduating University of Asia and the Pacific, Kara worked at the fund manager Reich & Tang (now R&T Deposit Solutions) in New York City, USA. Her experience with the deposit, liquidity, and cash management firm provided an excellent foundation for her work as manager of the family’s extensive international property portfolio. A well-respected film producer, Kara has also been the driving force behind several critically acclaimed Filipino movies.
A graduate from both University of The Philippines and The University of Asia and the Pacific as well as Executive of JAKA Group of Companies, Jay was charged with optimizing the family’s global investment portfolio. During this period, he observed that the assets of his family and many other high net worth Filipinos were held in illiquid investments which were more beneficial to brokers, banks and fund managers rather than their clients. This inspired the concept for Providere, a company that puts the financial health of Filipino families before profit.
With over 25 years of experience in financial services and having been the recipient of multiple national awards, our COO Augusto (Ogo) Visda has vast experience. After a highly successful 12 years with both John Hancock and Manulife, Ogo spent seven years as Agency Sales Director of AXA Philippines before becoming their Chief Distribution Learning & Development Officer teaching and imparting his knowledge to new generations of advisors.
A committed Christian, Ogo brings the tenets of his faith to his work and his dealings with staff and clients.
A TV broadcaster with experience in front of and behind the camera, Rob Capistrano has expanded his skill set to include sales and marketing at the highest levels. Rob heads our key accounts management team which specialises in servicing high net worth clientele, creating and sustaining long term relationships by creating value and trust.
Rob holds a Bachelor’s degree in Human Resource Management from De La Salle University and a Masters of Business Administration from the Ateneo Graduate School of Business.
A regular on CNBC and Bloomberg TV, and formerly a Director of Barclays Capital Asia Pacific; Jason is one of the most highly regarded financial analysts in the region having advised the Bank of England, Bank of Japan and the Federal Reserve. Whilst at Barclays, he was recognised as one of Asia’s top analysts in Finance Asia’s investor poll (623 institutional investors were surveyed) and his team were consistently ranked the number one team in the region.
Jason was also a Director at Fitch Ratings from 1997 to 2001, prior to which he worked for UHNW brokerages in London, specialising in both equity and fixed income.
Jason is a fluent speaker of Japanese, and in addition to various industry qualifications, holds an Accounting and Finance degree from University of Otago New Zealand
Gareth is a multi-award winning investment adviser. Whilst working with Royal Insurance in London, Gareth founded and developed a corporate financial services business and subsequently headed up an elite UK national accounts team providing financial advice to the employees of multinationals such as British Aerospace and Mirror Group Newspapers.
In 1994, he co-founded the first offshore financial services brokerage in Japan. Since then he has specialised in providing wealth management advice for bankers, corporate lawyers and high net worth families. This ultimately led to consultancy work with ABN AMRO bank, where he led a team developing and marketing bespoke funds to banks throughout Asia.