All Team Members

Sharon Teo

Sharon Teo

Business Manager

Sharon manages the Singapore office and the business operations. She has 20 years of frontline client servicing experience in top private banks.  Her last position was client servicing team leader in a global Swiss bank.  Back

Jay Roberts

Jay Roberts

Chief Investment Officer

Jay Roberts, CFA, has over 17 years of experience in private banking, brokerage, and asset management. He was most recently the Head of Investment Solutions & Products, Hong Kong at Royal Bank of Canada. Jay has advised HNW and UHNW individuals, family offices and institutions across Asia. Back

Clarence Lee

Clarence Lee

Managing Director

Clarence Lee, CFA, CAIA, CFTe, has 18 years of experience in private banking, global markets and wealth management. Effectively bilingual in both English and Mandarin, Clarence has worked with UHNW clients from Southeast Asia and North Asia, advising them on asset allocation and investment advisory across various asset classes. Clarence was with Bank of Singapore (BOS) from 2010-2018, rising through…

Jacqueline Chua

Jacqueline has more than 27 years of wealth management experience as a senior finance executive in global banks. She has held leadership positions throughout her career at UBS, RBS Coutts, ABN AMRO, Citibank, and Allianz Global Investors.Her previous capacities as Coutts regional head of Southeast Asia and private banking team head in UBS saw her lead teams of bankers covering…

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