Alpha Edge Investing

"Investors operate with limited funds and limited intelligence, they don’t need to know everything. As long as they understand better than others, they have an edge.” – George Soros

About Me

Alan started his investing journey back in the year 1997, when the Asian Financial Crisis happened. He joined the banking and finance sector and spent the last 19 years assuming different roles in investment banking, private banking, and retail banking. His strength lies in his long years spent in investment banking; handling deal origination, bookrunning for primary and secondary issues of securities, and corporate broking. He had participated in a number of Singapore IPOs as a bookrunner for renowned companies like Hutchison Port Holdings, Global Logistic Properties, Ascendas Hospitality Trust, IHH Healthcare, Genting SP and OUE Ltd, just to name a few. He was an ex proprietary trader with a UK based hedge fund, trading various instruments which include equities, ETFs, FX and other derivatives like interest rates swaps, options and futures.

His interests include developing business strategies for corporates and investment strategies. He graduated with a Master of Science degree, majoring in Finance. He is licensed by the Monetary Authority of Singapore (MAS) to issue or promulgate analyses and reports on securities and collective investment scheme. He is currently an Assistant Director at iFast Global Market, a subsidiary of iFAST Corporation Ltd, a Singapore-listed company since 2014. He is an Institute of Banking and Finance (IBF) certified trainer as well; conducting classes on topics like investments and wealth management.

Recently, he had completed a course conducted by NUS Business School on Fintech and its impact on financial services sector. The course had provided him with greater insights into blockchain technology and its potential disruption to the financial services sector.

Speaking at SGX event “My First Stock Carnival” in the year 2016

Ranked 1,318 (top 2.1%) in “Investopedia Stock Only Game 2020” among 62,621 global participants with a total return of 131.41% achieved for the year
Ranked 1,318 (top 2.1%) in “Investopedia Stock Only Game 2020” among 62,621 global participants with a total return of 131.41% achieved for the year

Took part in moomoo’s US Stock Paper Trading Competition and emerged top 6% with a monthly return of 10.36% (Note: The competition took place from 1st of October 2021 to the 31st of October 2021.)

Why Alan?

Market Experience
Alan started his investing career since 1997 and have seen many crisis along the way. This experience will definitely comes in handy for his clients. He has advised and invested in multiple different asset classes which include traditional assets like equities and bonds; and advanced instruments like option, futures and swaps. He has also advised institutional clients on corporate finance and capital markets in his past work experiences.

Market Updates
Regular market updates will be given to clients. This will be done through traditionally; a phone call or clients can simply visit my blog to read on the latest developments in the market at their convenience, 24 hours a day, 7 days a week.

Asset Allocation
Instruments are employed based on clients’ risk profile and investing objectives. Periodic review of asset allocation to ensure risk management to maximise risk-adjusted return.

Joint Seminars with Fund Houses
Invitations to joint webinars or seminars organised periodically by fund houses to ensure clients have access to the latest development in the market.

Testimonials

I knew Alan through a friend who was also a client of his. After knowing Alan, I understood why my friend sang high praises of him. His work ethics, market knowledge and sound advice are the qualities that I look for in a RM and has far surpassed them all. He puts his clients’ interests first and goes the extra mile to help his clients. He makes extra effort to understand his clients’ needs and tailor an investment solution to help his clients meet their investments goals. He is by far the best RM I have worked with and very grateful for the chance to know him.

Sharon Ker, Vice President at Goldman Sachs

“Analytical and knowledgeable. Powerful man.”

Lee Chee Wee, Ex Proprietary Trader at DBS Vickers Securities

No RMs have ever impressed me as much as Alan, not just with his depth of knowledge, but more importantly, his heart for service, affable nature and humility. He always put his client’s interests before his own, going the extra mile to manage your monies like his own. His regular updates, and his forward looking insights and deft management of my portfolios, have kept me sane when the markets went insane. It is my privilege and pleasure to have worked with him, and I certainly look forward to many more years ahead! Thank you Alan!

Cynthia Toh, Financial Advisor (COT) at Great Eastern

Alan is a great colleague he is willing to share and help his fellow peers. A knowledgeable gentlemen who takes pride and responsibility.

Kwek Ting Yu, Senior Business Development Manager at Standard Chartered Bank

Alan taught me about never to give up in things you are passionate in and I respect him for putting family on top of everything else!

Kelvin Ong (CFA), Investment Advisor at OCBC Bank

Alan is a humble and hardworking employee. Always willing to share his knowledge with his peers and shown much maturity in the workplace. An asset to any organnisation.

Jeffrey Teow, Senior HRBP at Twitter

Alan is passionate about his work and his life. An asset wherever he goes.

Brendan Sim, Vice President at DBS Bank

“The time working with Alan was pure enjoyment as well as him providing insights of his expertise in the equities market. He is a reliable colleague who is willing to go the extra mile.”

Stanley Chen, Director, Senior Investment Advisor and Team Lead at Standard Chartered Bank SG

“Alan has been a great and reliable partner to work with since our days in DBSV and SCB. You can trust him for advisory, execution of financial instruments.”

Gary Leong, Investment Counselor (Treasures Private Clients) at DBS Bank

Who is iFAST Global Market

iFast Global Market is a subsidiary of iFAST Corporation Ltd, a listed company on the Singapore exchange. We are a MAS regulated financial institution in Singapore providing a comprehensive range of investment products and services to financial advisory firms, financial institutions, banks, internet companies, multinational companies, as well as retail and high net worth investors in Asia.

The Group offers access to over 12,000 investment products including funds, bonds and Singapore Government Securities (SGS), stocks, Exchange Traded Funds (ETFs), insurance products, and services including online discretionary portfolio management services (DPMS), research and investment seminars, financial technology (fintech) solutions, investment administration and transactions services. The company is also present in Hong Kong, Malaysia, China and India.

Feel free to contact me by filling up the form below or click on the “Chat on WhatsApp” button, I will revert as soon as possible!

Opening an account with iFAST Global Market?

If you like what I am doing and would me to be your investment advisor, walking beside you in your investment journey, do open an investment account by clicking on the link below. For Singaporeans, the form can be filled up easily using “Myinfo”. After your account has been opened, please feel free to contact me using the link below and i will revert as soon as possible.

Need more help?

Have questions or need a hand?

I am here to help.

Reach me via WhatsApp.

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