Bobby is responsible for leading and driving the efforts in the Wealth Management business for North Asia. He focuses on innovating bespoke solutions with the the wealth management firm.
Bobby has more than 9 years of experience in both financial services and wealth management industry across Asia. Prior to joining us, Bobby was a wealth management consultant with Mercer Singapore, providing bespoke investment consultancy to the wealth management organizations in Asia.
He was also one of the lead sales director with Morningstar Asia, responsible for strategically positioning Morningstar’s capabilities in South East Asia. Bobby’s past experience in this field also include working in Citi Private Bank and Intercontinental Exchange (ICE).
He graduated with a Bsc. Finance from University of Singapore Institute of Management.