Founder and CEO
Kelvin’s expertise is rooted in more than 20 years of experience in the wealth management 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.
Chief Investment Officer
A seasoned investor with an immaculate track record, Stanley also manages our discretionary portfolio mandates.
In 2006, Stanley left the corporate world to research and invest full time, while building a proprietary valuation model. His expertise is inspired by the methods of Warren Buffett, Benjamin Graham, and Philip Fisher.
Before becoming a full-time investor, Stanley worked in Citibank and UBS. He holds a Bachelor of Business from Nanyang Technological University in Singapore.
Fong Li Li
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.
As Compliance Officer, Serena takes charge of the company’s risk management, with her banking experience from Citibank and Standard Chartered Bank.
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.
Director / Head of Investor Relations
Before joining us, Sylvester gained over 7 years of experience as a relationship manager at UOB and Citibank, where he managed high net worth clients in onshore and offshore markets. He holds a degree in Banking and Finance from the University of London.