Singapore-based digital wealth advisor Endowus has introduced the appointment of Wei Mei Tan as Chief Advisory Officer.
In her new function, Wei Mei will drive strategic initiatives to speed up Endowus’ progress trajectory and supply management in curating the advisory and funding options delivered to purchasers throughout all segments.
As a member of Endowus’ Funding Committee, Wei Mei may even be answerable for constructing portfolio methods and fund choice.
With over 20 years of monetary markets expertise, Wei Mei brings to Endowus an in depth background in constructing digital advisory platforms and funding methods, having held senior management roles at top-tier non-public banks.
She was most not too long ago a Managing Director at Deutsche Financial institution because the World Co-Head of Advisory & Funding Options, the place she was answerable for constructing the financial institution’s dbXpert wealth advisory platform.
At Credit score Suisse, Wei Mei was the APAC Head of Portfolio Options and efficiently launched CS Make investments. Wei Mei additionally spent 6 years at UBS Wealth Administration the place she was the APAC Head of Mandate Specialists, advising ultra-high web price purchasers on asset allocation and portfolio development.
Wei Mei is a graduate of Harvard Enterprise College and Nanyang Technological College. She is a Temasek scholar and holds Chartered Monetary Analyst (CFA), Chartered Accountant (CA), and Chartered Different Funding Analyst (CAIA) designations.
She can also be an adjunct lecturer at Nanyang Technological College.
This information comes on the heels of their current S$23 million fundraise by Lightspeed Enterprise Companions and Softbank Ventures Asia.
Samuel Rhee, Chairman and Chief Funding Officer at Endowus stated,
“As an trade veteran, I imagine her wealth of expertise in consumer advisory and funding options might be important in our subsequent stage of progress and in assembly the wants of our purchasers.
Endowus is increasing its vary of consumer options and bringing onboard new best-in-class fund merchandise throughout numerous asset courses, and Wei Mei’s experience will contribute to our purchasers discovering extra options appropriate to their funding wants.”