Tan has over 8 years experience in financial markets and has held a range of investment, strategy and research roles. His core expertise lies in fund management, equity & fixed income research, product structuring and investment advisory.

Tan’s main role has been managing investment portfolios of equity, money market and fixed income funds to develop investment solutions for pension funds, government funds and institutions and , High Net Worth individual clients.

In my current role, I am responsible for constructing strategic and tactical asset allocation of HNW clients’ investment portfolio across multi-asset platforms and formulate solutions advising them on investment opportunities based on market conditions and outlook.

Qualifications –

• Masters in Business Administration (Finance)

• Bachelors in Business Administration (Marketing & Finance)

• Passed Level I and Level II of Chartered Financial Analyst (CFA)

• Currently studying Diploma of Financial Services (Financial Planning).