Thierry Beck

EXECUTIVE DIRECTOR
GROUP CEO

Thierry Beck is a Swiss national (Singapore PR) with more than 20 years of wealth management and private banking experience.

Thierry joined the Swiss Bank Corporation Geneva in 1993 before transferring to UBS SA after the merger. His professional background and considerable experience are attributed to customer advisory from the Private Banking Division and particularly wealth management in Switzerland as a relationship manager at UBS. He managed a wide range of financial products and processes and demonstrated his determination, self-confidence and efficiency.

In June 2000, he was awarded the diploma of Financial Advisor and was appointed Director at the desk of Wealth Management – Financial Intermediaries.

In April 2004, he started his new endeavour as an independent asset manager and held the position of Executive Managing Director at Imosano SA, a Swiss-based firm.

During the same period, he founded OAM Finance SA, a company offering securities management and consultancy services, where he served as a board member.

In January 2011, he founded SingAlliance Pte Ltd in Singapore and acts as the CEO. He has since moved to Singapore to focus on and grow his wealth management activities in Asia.

Jolene Tan

Executive Director
Managing Partner

Jolene Tan is a Singaporean with more than 17 years of experience in the banking and finance industry.

She started her banking career as a relationship manager with OCBC Bank, before moving on to a similar wealth management role, servicing HNW Asian clients at ABN AMRO bank. In 2007, she joined Bank Julius Baer where she was responsible for managing portfolios of HNW European clients as well as developing the EAM business as part of the PB International desk.

Leveraging both Asian and European wealth management capabilities and rich relationship management skills, she co-founded SingAlliance Pte Ltd in 2011.

Jolene graduated with an honours degree in Banking, Finance & Management from Loughborough University, UK. She was awarded the WMI Certificate in Private Banking by Wealth Management Institute and has obtained the STEP Professional Postgraduate Diploma in Private Wealth Advice.

Jolene is a Certified Trust & Estate Practitioner (TEP) and a member of the Institute of Banking & Finance (IBF) Private Banking & Family Office industry workgroup. She is also a senior member of the WMI Global-Asia Family Office Circle and serves as President of the Association of Independent Wealth Managers (AIWM) Singapore.

Sébastien Waefler

CEO

Sébastien Waefler is a Swiss national with more than 20 years of experience in wealth management and asset management.

Sébastien started his career at the Swiss Bank Corporation Geneva in 1997, before quickly becoming aware of his entrepreneurial nature. He then co-founded Compagnie Financière Aval SA in 1999, an asset management company in Geneva, where he held the position of Managing Partner until 2017.

In 2006, he was awarded the Diploma of Certified International Investment Analyst (CIIA) and became a member of the Swiss Financial Analyst Association.

In parallel to his wealth and asset management activities, he served as COO and Managing Partner of amLeague SA, a Swiss Fintech company that measures institutional asset managers’ performance, between 2012 and 2013.

In 2013, he joined Quaero Capital SA, a Swiss licensed independent fund management firm, as a co-manager of a dynamic yield fund.

In 2017, Sébastien co-founded SingAlliance (Switzerland) SA, Geneva, acting as the CEO.

Laurent Perusset

Head of Investment Solutions

Laurent Perusset is a Swiss national with more than 25 years of banking experience.

He started his career in 1989 as a fixed income trader for Darier & Cie. In 1995 he joined Banque Ferrier Lullin & Cie as Head of Fixed Income and Member of Treasury Committee of the bank.

From 2000 to 2010, Laurent worked for Union Bancaire Privée as Head of Investment Research & Advisory, Member of Investment Strategy. Equipped with strong management skills, Laurent was also heading the group of analysts and advisors for the bank at the same time.

In 2010, he decided to embark in a new challenge and joined Barclays Bank (Suisse) SA as Head of Investment & Global Research, looking after EU discretionary mandates. During his involvement in Barclays, he also acted as Chairman of the bank’s Pension Fund.

After four years at Barclays Bank (Suisse) SA, Union Bancaire Privée offered Laurent the opportunity to rejoin the bank as Global Advisory Head, Member of the Investment Committee and Manager of the Swiss and Asian teams for the bank with the objectives to develop and re-design the Advisory Offering, boost the Return on Assets and create the global pitch book. He took up the offer and returned to Union Bancaire Privée in 2014.

Before joining SingAlliance as Head of Investment Solutions for the Group, Laurent spent nearly two years at Edmond de Rothschild in Geneva. He was in charge of the Advisory department which included the Analyst, the Structured Product and the Advisory teams for the International Private Banking department and was also member of the Global Investment Committee.

Bruno Desgardins

Chief Investment Officer

Bruno graduated from the Institut d'Etudes Politiques de Paris (Sciences-Po) and holds a Master's in Economics from Paris IX Dauphine and a Master's in Business Law from Paris X Nanterre. He started his career in 1982 at the Banque de l’Union Européenne in Paris first as a financial analyst before taking on the role of geographic area manager in the international department from 1985 to 1987, and finally as equity trading Director from 1987 to 1988.

In 1988, he joined Banque NSM, Neuflize Schlumberger Mallet, a subsidiary of ABN AMRO. He then acted as the Director of the Department for Foreign Institutional three years later, where he headed the Financial Analysis Department for five years. From 1995 to 2000, he was the Director in charge of mergers and acquisitions, advisory activities and initial public offerings at ABN AMRO Corporate Finance.

From 2000 to 2019, he served as a member of the Executive Management of Banque Eric Sturdza, formerly Banque Barings, leading the Investment Committee, the Management Committee, trading activities, the Risk Committee and the supervision of account managers.

Bruno joined SingAlliance (Switzerland) SA, Geneva, in 2020 as Chief Investment Officer.

In parallel to his professional activity, Bruno is a member of the Reading Committee at the Geneva Reading Society. He has published two books at Dunod Editions, “Nouvel environnement économique international" and "Stratégies d’internationalisation" in collaboration, as well as various articles in the financial-economic press. Bruno was also a Lecturer at Sciences-Po Paris from 1988 to 1999.

Guillaume de Boccard

Board Member

Guillaume de Boccard is the founding partner of Geneva Compliance Group SA and acts as independent Board Member of SingAlliance (Switzerland) SA since 2018.

He is a Swiss qualified lawyer with distinctive experience practicing at the Geneva's Bar, working at Credit Suisse in Zurich, as a member of the legal and regulatory project team at Pictet & Cie, and as partner at de Boccard Conseil SA.

Guillaume holds an MBA from INSEAD.

Luc Cardyn

Consultant

Luc has had a rewarding and successful banking career with the world-renowned financial institution, BNP Paribas. He first started as a Fixed Income Trader and took on multiple roles in various locations over 37 years before becoming the CEO & Country Manager of Vietnam and, subsequently, Indonesia.

Luc began his career as a Fixed Income Trader with Paribas in Brussel in 1982. In his third year, he moved to Paris to head the Euro Currency Bond Trading desk. In 1987, he was relocated to Tokyo to co-head the Fixed Income Trading team.

He returned to Paris in 1989 to head the Primary Bond Dealership (SVT) desk. Later, he took over Paribas Paris bond syndication and was then appointed as the Global Head of bond syndication for Paribas Group based in London.

In 2008, Luc was handpicked to spearhead the Vietnam market. As the CEO & Country Manager, he developed BNP Paribas activities in Ho Chi Minh City and obtained a bank license in Hanoi.

With a proven track record in Vietnam, Luc moved to Indonesia, the largest country in South East Asia. In 2015, he was appointed as the CEO and Country Manager. He was responsible for expanding the bank, including liaising with the regulator in obtaining new banking licenses, beefing up the bank infrastructure and driving customer acquisitions.

Edouard de l’Espée

Consultant

After graduating from Ecole Supérieure de Commerce de Paris (ESCP) in 1972, Edouard de L’Espée trained as a financial analyst and then worked for Banque Rothschild in Paris, first as a private client relationship manager, then as a trader on the Eurobond market.

In his early years, he became convinced that he would best serve private clients by building deep expertise in financial markets and economics to master his own investment decisions.

In the following years, he successfully developed these skills; in 1981 he started managing a bond fund for a subsidiary bank of UBS group named Banque Cantrade Ormond Burrus Geneva and portfolios for its private clients.

In 1986, he joined the Cursitor Group in London to develop private client management activity in a closely associated company while participating in the development of macro-economic forecasting tools.

He has been managing both private clients and yield funds for over 30 years, earning Standard & Poor’s distinctions for outstanding performance over 3, 5 and 10 years.

In 1999, after having moved back to Switzerland, he founded Calypso Asset Management SA, an external asset management company in Geneva and held the position of Executive Managing Partner. In 2008, Calypso Asset Management was absorbed by Compagnie Financière Aval SA, and Edouard became a Managing Partner of Compagnie Financière Aval SA and Chief Investment Officer of the company.

In 2013, he joined Quaero Capital SA, a Swiss-licensed independent fund management firm, as co-manager of a dynamic yield fund.

Since 2005, he is on the Board and Audit Committee of the Wendel Group (France), a public investment company with gross assets of over 10 billion Euros which takes major participation as an active shareholder with a long-term perspective.

In 2017, Edouard co-founded SingAlliance (Switzerland) SA in Geneva and acts as Senior Fund Manager of the company. He now serves as a Consultant for the company.

Cheng Wee Lee

Senior Portfolio Manager

Wee Lee is a Singaporean with more than 27 years of experience in the corporate banking and investment management industry, of which more than 14 years are in fixed income asset management.

He started his career in 1993 with Citibank Singapore where he spent 6 years in corporate account management and corporate credit analysis. In 2001, he took on a similar role within DBS Bank Singapore before moving on to the Group’s risk department to engage in corporate credit risk review assignments across various corporate lending businesses within the bank.

In August 2006, Wee Lee joined Standard & Poor’s as a corporate rating analyst covering South & South East Asia corporate credits. Subsequently, he joined NN Investment Partners (previously known as ING Investment Management) in July 2008 for 10 years. He served as a Senior Credit Analyst covering oil & gas, chemicals, commodities and telecoms & technology sectors in Asia and as a secondary Portfolio Manager for the Asian Bond Funds and institutional mandates. In 2020, Wee Lee moved on to Credit Suisse Asset Management as a Portfolio Manager covering discretionary portfolio mandates, specialising in fixed-income.

Wee Lee graduated from Deakin University, Australia with a Bachelor of Business in Accounting. He also holds a Master of Applied Finance from University of Melbourne, Australia.

Andrew Fung

Junior Portfolio Manager

Andrew Fung is a Chinese national with more than 6 years of experience in the finance and banking industry in Hong Kong and Singapore.

He began his career at HSBC (Hong Kong) in 2015 as a Senior Technical Officer, responsible for providing IT training and leading regional projects. With his considerable experience in data analytics and project management, Andrew moved to Singapore in 2020 to join UOB Asset Management as an Investment Solutions Manager, developing macro-economic regime models for the Alternatives team.

Andrew graduated with an Honours Degree in Engineering from the City University of Hong Kong in 2015. He also holds a Master of Information Technology in Business from Singapore Management University.

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Jasmine Li

Portfolio Manager

Jasmine is a Singaporean with more than 12 years of experience in the investment and asset management industry in Singapore.

She started her career in 2007 with Great Eastern as a Risk Management Associate. In 2009, she moved to Lion Global Investors as a Fixed Income Analyst covering Asian bond markets. She subsequently joined NN Investment Partners as a Senior Credit Analyst, focusing on research and investment in Asian credits. In 2016, she joined China Construction Bank International (Singapore) as a Fixed Income Portfolio Manager, responsible for research and investment across Asian fixed income markets.

Jasmine graduated from Nanyang Technological University with a Bachelor of Business majoring in Actuarial Science. She is a CFA charterholder since 2012.

Daryl Liew

Head of Portfolio Management

Daryl is a Singaporean with more than two decades of experience in the wealth and investment management industry.

He started his career in 2002 with Providend, a Singapore independent financial advisory firm, managing clients' investment portfolios before eventually taking on the role of Chief Investment Strategist.

In 2010, Daryl joined REYL Singapore, a subsidiary of the independent Swiss banking group REYL & CIE, as Head of Portfolio Management and Chief Investment Officer. He was responsible for managing the investment portfolios for REYL's Singapore-based clients and providing Asian coverage for REYL & CIE's private banking investment team based in Geneva.

Daryl graduated from the National University of Singapore with a Bachelor of Law and was called to the Singapore Bar. He holds an MBA, majoring in Finance, from the Asian Institute of Management in the Philippines. Daryl is a CFA charterholder and an active volunteer with CFA Singapore, where he co-chairs the Advocacy Committee. In addition, Daryl is also a member of the SGX Listings Advisory Committee.

Kévin Porret

Junior Portfolio Manager

Kévin is a French national with more than 5 years of experience in the finance and banking industry in Geneva, Switzerland.

He has considerable profesional experience in private banking with Banque Pictet & Cie, Banque SYZ and HSBC Private Bank (Suisse) SA in operations and project management. Kévin then moved to Prestinvest SA, a wealth management and advisory firm, before joining Stanhope Capital as a Junior Portfolio Manager covering multi-asset class mandates.

Kévin graduated from HEC Lausanne in Switzerland with a Bachelor in Management and a Master in Finance, majoring in financial engineering and risk management. He is a CAIA charterholder since 2017.

Derek Wong

Portfolio Manager

Derek Wong is an American national with more than 9 years of quantitative derivatives trading experience in the US and China.

He began his career hedging commercial commodity flows in Chicago, leveraging on his experience as a teenager clerking on the floor of the Chicago Board of Trade. In 2014, he moved to Beijing, China, as the lead quantitative strategist for Pioneer Financial, creating automated hedging systems and strategies for the ferrous metals desk.

He was then selected as one of two portfolio managers to start Foretrade Investment Management Co. Ltd, the asset management arm of a Shanghai listed commodities company. Thereafter, successfully launching a quantitative global multi-strategy derivatives portfolio.

In 2018, he moved to Singapore and developed PRISM with a partner, utilising a complex event-based architecture, 10:1 compression tick database and high throughput messaging. PRISM is an asset agnostic, modular and multi-strategy portfolio capable research and trading platform. Derek joined SingAlliance Pte Ltd in 2019 where PRISM now serves as a launchpad for new quantitative trading strategies.

Eric Yee

Portfolio Manager

Eric Yee is a Malaysian national with more than 9 years of experience in the equity research and investment industry across long-only fund, long-short hedge fund and sell-side research in Hong Kong, Kuala Lumpur, Shanghai and Singapore.

In 2012, Eric started his career with the investment team of Great Eastern Life Assurance (Malaysia), from which he received full scholarship for his undergraduate degree study, as an equity analyst.

In 2015, he joined the HK/China team of DBS Group Research as a senior research analyst, covering the consumer sector. He was posted to their Shanghai office to ramp up A-share coverage. In 2017, he relocated to Singapore and join Kiara Advisors, a long-short hedge fund investing in the Pan-Asia region. He assumed the role of an associate portfolio manager, covering the Greater China market.

Eric graduated from Tsinghua University, Beijing, China, with a Bachelor of Business Administration majoring in Accounting. In between his 4-year undergraduate study, he completed a gap-year internship with UBS Investment Bank (Hong Kong). He is a CFA charterholder since 2016.

André Allain

Senior Advisor

André, of Swiss and Brazilian nationality, has lived in Switzerland for over 45 years. He graduated with a degree in economics and business from HEC Lausanne in 1978 and an MBA from IMD Lausanne in 1984.

André started his career in 1979 as a trader with Overseas Foodstuff Import Trading Company in Lausanne, a coffee and foodstuff trading company. After his MBA, he moved into management consulting for companies, notably with American Express (Trade Development Bank) in Geneva in 1985 and then as Client Director from 1986.

In 1990, he joined Union Bancaire Privée (UBP) in Geneva as a member of the Investment Committee and as Head of the Southern Europe and Latin America division from 1991. From 1994 to 1997, he was a member of the bank's Executive Committee and Credit Committee.

In early 1998, André founded Investglob SA, an independent asset management company. He specialises in thematic investments, particularly in real assets, including natural resources such as gold, silver, copper, and uranium mining companies.

Norbert Giroud

Senior Relationship Manager

Norbert Giroud is a Swiss national with more than 25 years of experience in Private Wealth Management.

Norbert joined the Swiss Bank Corporation Geneva in 1990 before transferring to UBS SA after the merger. During his career at UBS, he demonstrated strong client advisory and relationship management skills, earning the recognition as a member of the Global Circle of Excellence from UBS on several occasions.

In 2010, he was appointed the position of Executive Director in charge of High Net Worth Individuals with a primary focus on the Swiss Market. In 2014, he was awarded with the diploma of Certified Wealth Management Advisor (CWMA).

Gustavo Leal

Relationship Manager

Gustavo Leal is a Brazilian national with over 10 years of experience in corporate banking in Latin America and the private debt market in APAC and Europe.

He began his career in 2007 as a Credit Analyst at IBM Brazil. Within five years, Gustavo was appointed to lead the Latin America Restructuring team in managing the non-performing loan portfolio in the region. In 2016, he joined the Pricing department, which was responsible for evaluating the financing scope of IBM's IT infrastructure projects, including the first smart city programme in Latin America.

In 2018, Gustavo moved to Singapore to join Kilde, an early-stage FinTech company, as CIO, where he helped to build a licensed platform for alternative investments mainly focused on private debt opportunities by non-bank financial institutions in APAC and Europe. Gustavo also led the Credit and Operations teams and assisted in managing investor relations for the platform.

Gustavo graduated with a Bachelor in Economics from Pontifical Catholic University (PUC), Brazil. He also holds a post-graduate certificate in Corporate Finance from Getulio Vargas Foundation (FGV), Brazil and an MBA from IE Business School, Spain.

Phyllis Lee

Assistant Relationship Manager

Phyllis Lee is a Singaporean with over 15 years of experience in Banking & Private Wealth Management experience.

She first started her career with Overseas-Chinese Banking Corporation Limited (OCBC Bank) and Citibank in client relationship roles between 2004 – 2006.

In 2007, she joined Societe Generale Bank & Trust (Private Banking) as an Assistant Relationship Manager serving UHNW Asian clients. With strong interpersonal & client servicing skills, she subsequently held similar roles at Bank Julius Baer and BNP Paribas (Wealth Management).

Phyllis graduated with a Bachelor’s Degree in Commerce with Murdoch University, Australia, and has also obtained a Certificate in Private Banking by Wealth Management Institute (WMI) in 2009.

Adam Ong

Assistant Relationship Manager

Adam Ong is a Singaporean with more than 15 years of Banking & Private Wealth Management experience in Singapore.

He graduated in 2002 with a Bachelor of Business in Accountancy with SIM-RMIT before joining OCBC Bank as a Relationship Manager. Subsequently, he moved on to a similar wealth management role at CITIGROUP servicing offshore priority client (Citigold – International Personal Banking).

Adam started his Private Banking career in 2007 as an Assistant Relationship Manager at Credit Suisse Singapore, servicing UHNW clients based in Thailand. Being passionate about client servicing, he subsequently held similar roles at Morgan Stanley (NRI), Bank Julius Baer (International External Asset Manager) and Credit Suisse (Independent Asset Manager). He obtained WMI Certificate in Private Banking by Wealth Management Institute in 2013.

Emmanuel de la Vallée Poussin

Senior Relationship Manager

Emmanuel holds a Master's Degree in Economic and Social Sciences from the University of Namur, Belgium, and a Master's Degree in Banking and Finance from the University College of North Wales, Wales. He started his career in 1983 with Kredietbank SA, Luxembourg as a wealth manager.

In 1987, he joined Crédit Lyonnais, Luxembourg, as a wealth manager and was in charge of managing Benelux clients.

From 1990 to 2019, as a member of management of the Petercam Group in Geneva, Emmanuel was responsible for client monitoring and development in the Private Banking department.

In parallel, Emmanuel has been President of the Chamber of Commerce, Business Club Belgo-Luxembourgeois in Switzerland and Liechtenstein (BLC) since 2017.

Naoichiro Yagi

Senior Relationship Manager

Naoichiro Yagi is a Japanese with more than 20 years of experience in Private Wealth Management in Switzerland and Singapore.

He started his career with Nikko Bank Zurich (Switzerland) in 1994 and later joined UBS AG Zurich in 1999. At UBS, he worked as a Portfolio Manager for 4 years managing discretionary mandates then as a Portfolio Construction Engineer for another 4 years, constructing and managing UBS’s variety of wealth management model portfolios.

Subsequently, he moved to Falcon Private Bank Ltd, Zurich, as a Relationship Manager, providing Swiss private banking services to private as well as corporate clients in Asia. In 2011, he was transferred to Falcon Private Bank in Singapore, where he continued his responsibilities in wealth management for clients in the Asian region.

Naoichiro graduated from University of Buckingham, UK, with a degree in Bachelor of Science (Hons), majoring in Business studies. He also holds an MBA from University of Warwick, UK.