With over 15 years of experience in various fields, Venn brings with him a wealth of expertise that enables him to serve his clients. Having been in leadership roles in the fields of banking and finance, banking management, product structuring and business advisory, Venn has consistently delivered results in his tenure in OCBC Bank, UOB Bank, CIMB Bank, State Bank of India and as a Director in Projects in Crowe.

• Advising high net worth individuals and corporate clients on wealth and risk management of their funds
• Management of bank branches in banks in local and foreign banks
• Analyzing CRM data to strategizes new business approaches in-line with market changes
• Recommending and managing investments and FX platforms in bank and private equity firm
• Trainer/coach in various banks in Singapore
• Providing monetary and investment advice on local and foreign funds
• Establishing working relationships between regional customers to China SOEs on mega projects
• Establishing strategic relationships and channels among investment firms (Singapore, China)

Terry has more than 8 years of diverse professional experience in banking and finance. Specialising in client services, wealth management and securities trading, he is a qualified professional who has worked with high net worth individuals and corporate clients. As a Manager in Projects at Crowe, Terry has assisted in bringing all the above-mentioned together, locally and regionally, to execute successful joint-ventures, partnerships, M&As and various corporate activities.

• Managing portfolio of high net worth individuals and corporate clients
• Advising on wealth and risk management of funds
• Periodic review of clients’ currency/equity/bond exposures
• Sourcing for opportunity with various financial instruments such as treasury tools, investments, insurance according to changing market conditions
• Presenting portfolio allocation proposals to clients and regularly updating clients with market updates based on fundamental and technical analysis
• Monitoring client portfolios and executing trade, providing investment services on timely market information and advice

Ying Peng is a trusted advisor and personal wealth manager for high net worth and overseas corporate clients. Besides wealth planning, he has also coordinated big value contracts and projects, provided business advisory and redesigned work processes and has experience in the education and construction sectors.

• Managing portfolio of high net worth individuals and corporate clients
• Advising on wealth and risk management of funds
• Recruiting and training individuals holistically in financial advisory and wealth management

She is a Fellow Member of Association of Chartered Certified Accountants (FCCA UK) and a Chartered Accountant of Singapore (CA Singapore). She holds a Bachelor Degree of Accounting from Multimedia University, Malaysia.

Vivian has 8 years of experience as an external auditor, led and managed statutory audits of various SGX listed companies, MNCs and SMEs, across a broad range of industries, including manufacturing, shipping, advertising and construction.