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The Team

Who We Are

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Francis Lee

CEO

Former CEO - SG Alliance
Former Director - Philip Capital
Former VP - Manulife Financial
Former Senior VP - TM-Asia Life Singapore

123-456-7890

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Charis Low

DEPUTY CEO

Former GM - Butterfly Park & Insect Kingdom
Former Senior Advisor (MDRT) - Manulife Financial Advisory
Former Singapore Airlines Flight Attendant

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Evan Lim

Head of Business Development 

Former CEO - Mandiri Investment Bank
Former Senior VP - DBS Wealth Management
Former Director - Legg Mason Asset Management
Former Associate Director - UBS Global Asset Management
Former Associate Director - Goldman Sachs Asset Management  

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Vin Tan

Chief Compliance Officer

Former Deputy CEO - SG Alliance
Former CEO - Fintech Alliance
Former Head of Operations & Finance - Financial Alliance

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Daniel Lee

Advisor

15 years Experience in Finance Industry
Specialisation in Asset Management, Insurance, Investment, Trade Finance
Vast Network of Clients in S.E.A region
Former Agency Director (>100agents)
Business Advisor to SMEs

 

123-456-7890

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George Tan

Advisor 

Chief Commercial Officer - Capital Asia Investments
20 years Experience in Corporate & Institutional Banking
International Trade Banking, Commercial & Consumer Products
Bachelor with Honours, Business Degree
Qualified Wealth Manager (IBF)

123-456-7890

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