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