Dedicated and results-driven investment professional with a proven track record in managing assets for ultra high-net-worth individuals both onshore and offshore. Specialising in Discretionary Portfolio Management and Private Wealth Management, I bring a wealth of expertise to the financial industry.Key Achievements:▸ Successfully managed portfolios for Ultra High Net Worth clients, achieving consistent returns and exceeding performance benchmarks.▸ Applied in-depth knowledge of… Show more Dedicated and results-driven investment professional with a proven track record in managing assets for ultra high-net-worth individuals both onshore and offshore. Specialising in Discretionary Portfolio Management and Private Wealth Management, I bring a wealth of expertise to the financial industry.Key Achievements:▸ Successfully managed portfolios for Ultra High Net Worth clients, achieving consistent returns and exceeding performance benchmarks.▸ Applied in-depth knowledge of equities, bonds, mutual funds, and CFDs to provide comprehensive portfolio advisory services.▸ Developed and executed tailored investment strategies to align with clients' financial goals and risk tolerance.WILLIA GROUP - WEᴍᴜᴍs | WEʜᴏᴍᴇsLeveraging my proficiency in asset management, I founded and nurtured WEᴍᴜᴍs, a flourishing community dedicated to supporting mothers. Additionally, I conceptualized and executed a Fintech platform - WEʜᴏᴍᴇs, enhancing public accessibility and providing users with transparent information. This initiative empowers individuals to make informed decisions customised to their unique needs. Show less

Leadership Experience ▸ Total Team AUM >$20M ▸ 2022/2023 Top Recruitment ▸ Groomed 1 Unique Top of Table Achiever▸ Groomed 3 Unique Court of Table Achiever▸ Groomed 5 Unique Million Dollar Round Table AchieverTHE TABLE MAKER (ʜᴛᴛᴘs://ᴛʜᴇ-ᴛᴀʙʟᴇ-ᴍᴀᴋᴇʀ.ᴄᴏᴍ/)Initiated The Table Maker, where we nurture careers and spark innovation. Our mentorship, collaboration, and personalised strategies light your path to a brighter professional future.

-Senior Bancassurance Specialist : - Legacy Planning for HNW - Onshore Corporate Portfolio Planning-Continual transition to sister company under Maybank Premier Banking