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Our team comprises members from diverse backgrounds and
disciplines who share a common passion for the art and science of
investing. With our combined knowledge, skills and experience, we
bring to the investment table, insights that are uniquely PMA.
Over time, our clients have come to appreciate our transparency and
accessibility, and our value proposition of meeting their needs with the
right balance of return and risk. |
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Team
Members
Sim
Khee Lau, CFPCM
Head of Managed Accounts
- Mr. Sim oversees all aspects of the private client and asset management business. He chairs the
Investment Committee and sits on the Board and Investment Committee of Phillip Mutual Bhd, our
Malaysian unit trust company.
- He has been in the investment industry since 1983 and has extensive experience in asset allocation
and management of active funds, insurance funds, investment trusts and alternative investments. He was
previously a Senior Vice President and Head of Investment Management with United Overseas Bank as well as Secretary of the Investment Committee. Prior to his investment appointment, he was the Head of Corporate Planning. He was also a Board member of several of the UOB group of companies.
- He holds a Bachelor of Business Administration with Honours and the CFPCM certification.
Lawrence Ting, CFA
Dy Head and Portfolio Manager
- Lawrence, as Deputy Head, assists Mr. Sim in overseeing various aspects of the business. He continues to focus on portfolio management and equity analysis as well as the development of investment and asset allocation strategies. Prior to his current appointment, he led the client relationship management, investment advisory and business development efforts. He was previously an Assistant Head with the Singapore Economic Development Board
where he spent 4 years advising client companies on investment matters.
- He holds a Bachelor of Engineering with Honours and is a CFA charter holder.
Lam Chern Woon, CFA
Investment Strategist
- Chern Woon focuses on macroeconomics analysis, investment strategy and asset allocation. He was previously
with the Monetary Authority of Singapore and Neptune Orient Lines, with experience in macroeconomic analysis, corporate strategy and valuation.
- He holds a Bachelor of Social Sciences with Honours in Economics, a Masters of Science in Mathematics and
is a CFA charter holder.
Tay Wan Jin
Asst Portfolio Manager
- Wan Jin focuses on equity analysis and portfolio management. She was previously with the Business Development Dept in Phillip Securities and, prior to that, worked in Human Resources in the Government of Singapore Investment Corporation as well as in Financial Control at Bayer AG (SEA).
- She holds a Bachelor of Business Administration with Honours and has passed level 3 of the CFA examinations.
Joan Chen Mun Jing
Investment Analyst
- Joan focuses on the analyses of unit trusts and ETFs as well as providing analytical support for asset allocation and investment strategy. She was previously with The Royal Bank of Scotland with experience in institutional sales and fixed income research.
- She holds a Bachelor of Science with Honours in Economics and has passed level 1 of the
CFA examinations.
June Lee Chin Kim
Client
Services Executive
- June provides operational and client support as well as assists the Business Manager in marketing and business development initiatives.
- She holds a Bachelor of Business (Management).
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