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 the ranks to Managing Director and Regional Head of Investment Counsellors. A member of the Indonesia Management team, Clarence was instrumental in growing the investment business for the markets under his coverage, helping to bring in new assets and revenue. For his contributions, he was awarded the inaugural CEO’s circle in 2013, Chairman’s circle in 2014 and the Pegasus Club in 2015.

In 2018, Clarence joined UOB Private Banking, where he was Market Head for the Indonesia team. In 2020, he joined One Heritage Singapore Capital Management, where he currently serves as the Managing Director and Head of Wealth Management. Clarence shares the founders’ vision and philosophy of building One Heritage into a leading client-centric EAM franchise.

Clarence graduated from the National University of Singapore (NUS) with a double major in Economics and Political Science. He obtained his CFA and CAIA charters in 2009.
 

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