Singapore based mostly Wealth Administration Agency Endowus Appoints Wei Mei Tan as Chief Advisory Officer

Earlier this week, Singapore-headquartered digital wealth administration service supplier Endowus confirmed that it had appointed Wei Mei Tan as its Chief Advisory Officer.

In her position at Endowus, Wei Mei shall be anticipated to steer strategic initiatives with a view to speed up the corporate’s ongoing development whereas offering management and steering in curating the advisory and funding options which are provided to prospects throughout all key market segments.

As a key member of Endowus’ Funding Committee, Wei Mei shall be tasked with supporting numerous portfolio methods and fund choice processes.

With greater than 2 many years of economic markets expertise, Wei Mei brings to Endowus a stable background in managing and increasing on-line advisory platforms and funding methods, having occupied senior administration positions at a number of the world’s main personal banks.

Lately, she was serving as MD at Deutsche Financial institution because the World Co-Head of Advisory & Funding Options, the place she was targeted on supporting the establishment’s dbXpert wealth advisory options.

Whereas working at Credit score Suisse, Wei Mei was the APAC Head of Portfolio Options and efficiently managed to deploy CS Make investments. Wei Mei additionally labored for round 6 years at UBS Wealth Administration the place she served because the APAC Head of Mandate Specialists. She has a variety of expertise advising ultra-high internet price shoppers or UHNWIs (or individuals with not less than $30 million internet price) on asset allocation and portfolio building methods.

Wei Mei is notably a Harvard Enterprise College graduate and has additionally earned {qualifications} from the distinguished Nanyang Technological College. She’s a Temasek scholar and possesses Chartered Monetary Analyst (CFA), Chartered Accountant (CA), and Chartered Different Funding Analyst (CAIA) designations. She’s additionally an Adjunct Lecturer on the Nanyang Technological College.

Her appointment has been introduced quickly after Endowus acquired SGD 23 million in capital from Lightspeed Enterprise Companions and Softbank Ventures Asia.

Samuel Rhee, Chairman and Chief Funding Officer at Endowus, acknowledged:

“As an trade veteran, I consider her wealth of expertise in consumer advisory and funding options shall be important in our subsequent stage of development and in assembly the wants of our shoppers. Endowus is increasing its vary of consumer options and bringing onboard new best-in-class fund merchandise throughout numerous asset lessons, and Wei Mei’s experience will contribute to our shoppers discovering extra options appropriate to their funding wants.”