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.

• 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 CFP^CM 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.
  

Tay Wan Jin
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.

Teo Chen Hong
Investment Analyst

• Chen Hong focuses on equity analysis as well as providing support for portfolio management. He was previously a research engineer with Singapore Institute of Manufacturing Technology under A*STAR and, prior to that, worked as a forecasting analyst in Neptune Orient Lines.
  
• He holds a Bachelor of Engineering with Honours, a Masters of Science in Financial Engineering and has passed level 3 of the CFA examinations.

Wang Yang
Investment Analyst

• Wang Yang focuses on equity analysis as well as providing support for portfolio management. He worked previously in a fund management company in China as an equity analyst, covering agriculture, metal and mining firms with an Asian focus.
  
• He holds a Bachelor of Business Administration with Honours and a specialization in Finance as well as a Masters of Science in Management.

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 2 of the CFA examinations.
  

Gladys Goh Hui Yee
Business Manager

• Gladys focuses on strategizing and implementing business development initiatives to grow assets under management, as well as facilitate the delivery of high quality client services. She was previously with Citibank and United Overseas Bank, with experience in sales, customer service and operations.
• She holds a Bachelor of Science in Applied Mathematics and a Masters of Science in Finance.

• 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).