The instructor is a CFA Charterholder and seasoned Portfolio Manager with nearly a decade of experience in Singapore’s wealth management sector. Currently serving as a Director at a premier Multi-Family Office and External Asset Management (EAM) firm, they oversee complex investment strategies and family wealth structuring for ultra-high-net-worth individuals. The instructor brings a wealth of practical insight from the frontlines of private banking, having previously managed dynamic portfolios across the Greater China and US markets.

• Chartered Financial Analyst (CFA) Charterholder since 2018

• Certified Financial Risk Manager (FRM) since 2016

• Society of Trust and Estate Practitioners (STEP) Associate since 2019

Master of Science in Wealth Management

Master of Law