Experience

Raintree Asset Management Pte Ltd

• Singapore
• Financial Services
• 1 - 100 Employee

• Senior Investment Director

  • Jul 2021 - Present

  Raintree is the brainchild of a group of investors who were seeking independent and competent solutions for their investment needs. As the Senior Investment Director of Raintree, Anthony is responsible for the construction, review, analysis and providing timely rebalancing recommendations for client’s portfolios. The advice is aligned to client’s risk - reward objectives and liquidity constraints as investment climate changes and in accordance to the guidance of the CIO of Raintree for any strategic and tactical investment decisions. Show less



UBS

• Switzerland
• Financial Services
• 700 & Above Employee

• Investment Counselor

  • Dec 2018 - Jun 2021

  - Constructed, reviewed, analysed and rebalanced client’s portfolios aligning client’s risk - reward objectives and liquidity constraints as investment climate changes and provided investment advisory for the Ultra High Networth clients in Asia Pacific. - Reignited many accounts with investments ideas, achieving consistent growth and performance in the clients' accounts. - Constructed, reviewed, analysed and rebalanced client’s portfolios aligning client’s risk - reward objectives and liquidity constraints as investment climate changes and provided investment advisory for the Ultra High Networth clients in Asia Pacific. - Reignited many accounts with investments ideas, achieving consistent growth and performance in the clients' accounts.



Bank of Singapore, Asia's Global Private Bank

• Singapore
• Financial Services
• 700 & Above Employee

• Investment Counselor

  • Sep 2011 - Dec 2018

  - Constructed, reviewed, analysed and rebalanced client’s portfolios aligning client’s risk - reward objectives and liquidity constraints as investment climate changes. - Provided investment advisory ideas for the Singapore Marketing teams and increased trading investment revenue of the team after building a sustainable recurring business with funds and discretionary revenue. - Contributed to more than 50% of subscription for OCBC’s first Private Equity offering. - Constructed, reviewed, analysed and rebalanced client’s portfolios aligning client’s risk - reward objectives and liquidity constraints as investment climate changes. - Provided investment advisory ideas for the Singapore Marketing teams and increased trading investment revenue of the team after building a sustainable recurring business with funds and discretionary revenue. - Contributed to more than 50% of subscription for OCBC’s first Private Equity offering.



Citi

• Mexico
• IT Services and IT Consulting
• 100 - 200 Employee

• Investment Counselor

  • Sep 2006 - Sep 2011

  - Constructed, reviewed, analysed and rebalanced client’s portfolios aligning client’s risk - reward objectives and liquidity constraints as investment climate changes and provided investment advisory for the Philippines and Indonesian offshore teams. - Appointed team specialist for discretionary products for Philippines offshore team. - Worked with bankers in discretionary sales efforts, and acted as point of reference in developing better understanding in discretionary offerings. - Constructed, reviewed, analysed and rebalanced client’s portfolios aligning client’s risk - reward objectives and liquidity constraints as investment climate changes and provided investment advisory for the Philippines and Indonesian offshore teams. - Appointed team specialist for discretionary products for Philippines offshore team. - Worked with bankers in discretionary sales efforts, and acted as point of reference in developing better understanding in discretionary offerings.



DBS Bank

• Singapore
• Banking
• 700 & Above Employee

• Associate

  • Aug 2004 - Aug 2006

  - Built financial models and pitch books for the origination of new ideas. - Participated in deals including structured REIT, syndicated loans, Merger & Acquisition origination, structured finance, share financing and independent financial advisor roles for company valuations. - Assessed credit risks of companies and provided recommendations to facilities offered. - Built pitch books and product fact sheets. - Built pricing template to verify against Reuters and Bloomberg. - Built template to calculate risk management for desk. Show less



IBM

• IT Services and IT Consulting
• 1 - 100 Employee

• Financial Analyst

  • Aug 2003 - Aug 2004

  - Planned, budgeted, forecasted, tracked, and analysed revenue of 3 sectors of business across ASEAN and South Asia. - Appointed team lead and main liaison on restatement exercise of measurement books involving world-wide accounting and planning teams, and responsible of accounting for more than USD 1.6 Billion. - Planned, budgeted, forecasted, tracked, and analysed revenue of 3 sectors of business across ASEAN and South Asia. - Appointed team lead and main liaison on restatement exercise of measurement books involving world-wide accounting and planning teams, and responsible of accounting for more than USD 1.6 Billion.