Nurturing Your Tomorrow
Dedicated Wealth Management
We are dedicated towards helping our clients protect their wealth, sheltering their investments amid market complexities, and giving them the strength to grow their assets over the medium to long term.
Our Services
Managing Your Investments
Discretionary Portfolio Management
Achieve your strategic goals by tapping on our investment experience and constant market analysis to manage your portfolio, on your behalf.
Advisory Portfolio Management
Clients value our investment expertise and advice whilst retaining absolute control of all investment decisions.
MEET
Our Core Team
MATTHEW HOU CFA
Assistant Investment Director
SHERLENE HOW
Client Advisor
EUGENE LAM MSc
Investment Analyst
Ng Ming E
Portfolio Analyst
NATALIE LOH ACA
Investment Director
ANTHONY CHIN
Senior Investment Director
LOYCE CHAN
Senior Client Advisor
SHARON YONG
Business Manager
ELOISE CHUA
Business Manager
FAYE LEE
Senior Client Advisor / Head, Greater China
Joyce Lin
Client Advisor
ERIC YEE
Head of Risk and Compliance
LIM MING FANG CFA
Senior Investment Director
Anson Sng CFA, CPA (Aust.)
Chief Executive Officer & Chief Investment Officer
Joseph Oh CFA, CAIA
Senior Investment Director
VALUES
Our Guiding Principles
INDEPENDENCE
We are free from any institutional influence and work solely for our client’s interest.
PRUDENCE AND CARE
We seek to give the highest level of care to our clients, without compromise, to serve their needs and requirements.
TRUST AND TRANSPARENCY
We strive for the highest level of integrity, whilst keeping open and honest communications with our clients.
We serve accredited individuals, family offices and institutions.
We offer a bespoke suite of mandates ranging between single asset class to multi-asset portfolios.
OUR Insights
News and Views
Citywire Asia – Independent Wealth Power Players 2024
Citywire Asia’s Independent Wealth Power Players 2024 edition mapping the rapidly evolving EAM industry featuring Anson Sng from Raintree Asset Management.
January 22, 2025