Our Team

Our Team2019-09-12T10:52:47+08:00

Kelvin Eu

Founder and Managing Director

Kelvin’s expertise is rooted in nearly two decades of experience in the private banking industry working with clients across the Asia Pacific region.

Prior to this, he was a Director at Credit Suisse Singapore, managing the assets of high net-worth individuals and families. Kelvin also has more than a decade’s experience working in banks such as Citibank and OCBC Bank.

Kelvin holds an MBA from UCLA Anderson School of Management and National University of Singapore, and a Bachelor of Science from the University of Arizona.

Stanley Teoh

Portfolio Manager

A seasoned investor with an immaculate track record, Stanley manages our discretionary portfolio mandates. His expertise is inspired by the methods of Warren Buffett, Benjamin Graham, and Philip Fisher.

Fong Li Li

General Manager

Li Li supports Kelvin with client matters and manages the day-to-day operations of the company. She is a long-time colleague of Kelvin’s since their days in Citibank and Credit Suisse.

Serena Wan

Compliance Director

Spouse of the CEO Kelvin, Serena takes charge of the company’s risk management, with her banking experience from Citibank and Standard Chartered Bank.

Jean Yeo

Director / Client Advisor

Jean spent the last 13 years at HSBC advising high net worth clients. She holds a Bachelor Degree from The National University of Singapore.

Daphne Wong

Associate Manager

Self-motivated and people oriented, Daphne assists in engaging clients, performing client transactions and updating them on their portfolios.
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Chan Ee Tat

Executive Director / Client Advisor

Ee Tat hails from a background of managing high net worth and ultra-high net worth individuals, advising clients on strengthening their portfolio with custom solutions tailored to their needs.

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