Experience

Capital Platforms Pte Ltd

• Malaysia
• Financial Services
• 1 - 100 Employee

• Director

  • May 2012 - Present

  Responsible for day to day running of Capital Platforms. This involves working with numerous product providers - Mutual Fund, Offshore Insurance Bonds, and Structured Notes etc. to ensure that we provide as large and comprehensive a range as possible within our platform solution. We cover the following range of products - Stand Alone investments, Insurance Linked Platforms, QROPS, QNUPS, regular premium and general insurance products. All badged within a uniquely tailored white labeled solution specific to the individual Client, we design, implement and train the distribution channels within each partner organization. We cover the following functions - design, pricing, delivery, product structure, compliance requirements, and management data across the individual business model presented.



Jigsaw Wealth Management

• Singapore

• Regional Strategy and Training

  • Jul 2012 - Feb 2013

  JIGSAW WEALTH MANAGEMENT, or just simply ‘JIGSAW’ as we prefer to be known, was established to provide focused private wealth management and investment advisory services to international investors around the world. As our name suggests, JIGSAW aspires to connect the pieces of ones financial puzzle. Jigsaw’s executives, having previously held various prominent banking and financial advisory positions internationally, have brought together the best of their banking and financial services knowledge, their understanding of the vast array of products and services available in today’s international market place and their ability to diversify not only new investment opportunities but to do this with the inclusion of ones existing assets too. Bespoke Investment services including: • Discretionary management • Advisory portfolios • Bespoke portfolio management • Unit trusts & Mutual fund portfolios • Offshore fund portfolio • Principal Protected fund portfolios • Structured product portfolios • Alternative Investments • Hedge funds • Other collective investment schemes Jigsaw has the ability to build portfolios using a combination of the above or to focus on just one or two of the strategies. Jigsaw will perform a ‘Needs Based Analysis’ (NBA) for clients, to establish a comprehensive understanding of an individual’s past and present financial situation and future objectives, to establish the clients attitude to risk and reward and over what period they wish to invest and to offer advice that best suits the client based on these findings. Jigsaw Wealth Management Pte Ltd is a registered company in Singapore and is licensed under the Singapore Financial Advisers Act (CAP. 110) (FAA) and regulated by the Monetary Authority of Singapore.



Boston Direct Management

• Director

  • Mar 2004 - May 2012

  Responsible for day to day running of the Boston Direct Mutual Fund Platform. This involves working with numerous product providers - Mutual Fund, Offshore Insurance Bonds, and Structured Notes etc. to ensure that we provide as large and comprehensive a range as possible within our platform solution. We cover the following range of products - Stand Alone investments, Insurance Linked Platforms, QROPS, QNUPS, regular premium and general insurance products. All badged within a uniquely tailored white labeled solution specific to the individual Client, we design, implement and train the distribution channels within each partner organization. We cover the following functions - design, pricing, delivery, product structure, compliance requirements, and management data across the individual business model presented.



Coutts

• United Kingdom
• Banking
• 700 & Above Employee

• Senior Vice President

  • Mar 2002 - Mar 2004

  Managed and portfolio of expatriate and regional clients within the Asian operations. The role encompassed Private Clients across a plethora of disciplines. Client acquisition, product implementation and ongoing client management were the key external competencies. Integral co-ordination of back office and continuous product and personal development were key to integral development. Managed and portfolio of expatriate and regional clients within the Asian operations. The role encompassed Private Clients across a plethora of disciplines. Client acquisition, product implementation and ongoing client management were the key external competencies. Integral co-ordination of back office and continuous product and personal development were key to integral development.



Lloyds Bank

• United Kingdom
• Banking
• 700 & Above Employee

• Senior Vice President

  • Jun 1993 - Mar 2002

  Same role as that within Coutts (see other section) Same role as that within Coutts (see other section)