Research

Jamus Lim copy Jamus Lim joined Thirdrock in 2018 as Economist from Abu Dhabi Investment Authority where he was a lead economist overseeing economic inputs underlying tactical and strategic asset allocation for the sovereign fund’s multi-hundred billion dollar portfolio. Prior to that, he was a senior economist with the World Bank where he led a number of research initiatives on long-term economic forecast, trade and finance in the Middle East and East Asia and governance and human development in Africa. Jamus, who is also an associate professor of economics at ESSEC Business School in Singapore, graduated with first-class honours from the University of Southern Queensland and went on to graduate work at the London School of Economics, the University of California and Harvard University.

Joel Ng_Portfolio Manager Thirdrock Joel Ng joined Thirdrock in 2015 and is Managing Director, Equities Research. Recognised by the industry as a consistently top-performing investment professional, Joel joined us from Fidelity Worldwide Investments where he covered Asia ex-Japan shipping, technology as well as ASEAN industrials sectors, and has over a decade of investment experience at various leading investment firms and banks. Prior to Fidelity, Joel covered the industrial and property sectors and also helped manage the Asia ex-Japan and Research funds at Pioneer Investments. A CFA charterholder, Joel graduated from Nanyang Technological University with a Bachelor of Business majoring in Financial Analysis.

Client Advisory Team

EricGoh_Website Eric Goh joined Thirdrock in 2016 as Head of Investment Strategy and Senior Client Advisor. Most recently Head of Investors for Southeast Asia at J.P. Morgan Private Wealth Management, Eric has more than two decades of private banking experience in investment advisory, client relationship management, business team building and thought leadership. Prior to joining J.P. Morgan, he was Head of Investment Advisory at BNP Wealth Management and has held similar roles at UBS Wealth Management and HSBC Private Bank. Eric holds a Master of Science in Wealth Management from Singapore Management University and a Bachelor of Accountancy from the National University of Singapore. He is also an adjunct lecturer at the Singapore Management University and a Certified Financial Planner CFP®.

EricChong_DSC0240ok Eric Chong joined Thirdrock in 2015 as Senior Client Advisor, bringing with him two decades of private banking trading experience. Specializing in Foreign Exchange trading and strategic implementation, Eric spent a decade at Standard Chartered Bank as a FX strategist and another at Citi Private Bank where he was instrumental in developing their business. Whilst at Citi, Eric was a regular feature at various conferences and in-house product seminars. Awarded Citi Private Bank’s highest accolade “The Chairman Council for Business Franchise Leader” in 2010 and 2012, Eric also holds Master’s degrees in both Information Studies and Financial Engineering.

Martin Lim Web Martin Lim joined Thirdrock in 2017 as Senior Client Advisor from Standard Chartered Private Bank where he was Executive Director and Head of the Malaysia team. Prior to that, he was Executive Director and Desk Head of the Malaysia team at UBS AG. A consistent top performer, Martin has held similar roles in various banks such as Barclays Private Bank and UOB where he grew revenues significantly. Martin, whose banking career started at OCBC, has a Bachelor of Science from the National University of Singapore and an MBA from the University of Western Australia.

Arthur Fong_Thirdrock Group copy Arthur Fong joined Thirdrock in 2017 as Senior Client Advisor with nearly 3 decades of banking experience, most of which were spent in private banking. He was most recently Managing Director, Greater China Market as well as the Deputy Singapore Location Head for the Greater China business at Bank of Singapore. Arthur has also held leadership roles in various global private banks, including Credit Suisse AG, Citi Private Bank and UBS AG in Singapore. In 2014, Arthur was conferred the title of “IBF Fellow”, launched in recognition of key practitioners and thought leaders in the financial industry by the Institute of Banking and Finance (IBF). Arthur previously served as an elected Member of the Singapore Parliament and holds a Bachelor of Science in Finance and Management from the University of Oregon, United States of America.

MeganTan_0975ok copy Megan Tan joined Thirdrock in 2013 as a senior Client Management executive and now serves as Client Advisor. Prior to Thirdrock, she spent over 12 years at Morgan Stanley’s Private Wealth Management division (Singapore) and Goldman Sachs’ Private Wealth Management division (Singapore) in investment advisory roles, covering ultra-high net worth individuals and families in Hong Kong, Indonesia, Thailand, Malaysia and Singapore. Megan has a Bachelor of Business Administration from the National University of Singapore.

Richard Lewis Richard Lewis joined Thirdrock in 2017 as Client Advisor from One Asia Investment Partners where he was Director and co-Head of Wealth Management responsible for the development of the practice. Prior to this, he was an Executive Director of Javelin Wealth Management, where he was focused on managing predominately Asian clientele. A career private banker, Richard has over 15 years of international experience in the private banking and wealth management industry, having worked more recently for ANZ in Australia, Standard Chartered Private Bank in Singapore and London as well as Coutts & Co in Singapore. He has a Diploma in Financial Planning from Kaplan Australia and an Advanced Diploma in Wealth Management from Singapore Management University.

Rainer Teo Web Rainer Teo joined Thirdrock in 2017 as Client Advisor. Prior to Thirdrock, he was Director, Wealth Management at One Asia Investment Partners. Before that, he was Assistant Vice President at ABN AMRO Private Banking’s Greater China Team and Assistant Vice President, Private Banking (Indonesia team) at Credit Suisse. Rainer’s whose career started in the global wealth management arm of Citibank, has a Masters of Applied Finance from the Monash Business School as well as a Bachelor of Computing from Monash University.

Nikhil Niyogi_Web Nikhil Niyogi joined Thirdrock in 2017 as Client Advisor. Before that, he was Director, Wealth Management and part of the South Asian team responsible for regional coverage at Deutsche Bank. Prior to that, he was Vice President at Barclays Securities India where he focused on managing relationships with listed enterprises and UHNW families. With over 15 years of wealth management experience, Nikhil has worked at various financial institutions including Merrill Lynch Wealth Management and Citibank in India. He graduated from the University of Calcutta with a Bachelor of Commerce (Hons) in Economics and Accounting.

Karen Tong Web Karen Tong joined Thirdrock in 2018 as Client Advisor. Prior to Thirdrock, she was Vice President at DBS Private Bank where she received several awards including the DBS Brilliant Star award in 2016. In her private banking career spanning close to two decades, Karen has held similar roles in various financial institutions including the Bank of Singapore, Clariden Leu and ABN AMRO Private Bank. Karen graduated from the University of Western Ontario, Canada with a Bachelor of Arts in Economics.

Benjamin Choo Web Benjamin Choo joined Thirdrock in 2018 as Client Advisor. He was most recently Executive Director, Private Client Group at Citi Singapore where he advised HNW and UHNW clients on multi-asset portfolio solutions. Benjamin started his banking career as Assistant Relationship Manager at Citi Singapore and rose through the ranks with a strong decade-long track record in client acquisition and retention. He graduated from Nanyang Technology University with a computer engineering degree (Hons).


Portfolio Management Team

Vincent_0905ok copy Vincent Ee joined Thirdrock in 2016 as Senior Portfolio Manager and serves as Head of Discretionary Portfolio Management (DPM), focusing on the management of multi-asset solutions. With vast experience managing equity funds in his financial career spanning over two decades, Vincent was most recently Chief Investment Officer at Foord Asset Management where he led the Singapore investment team. He has also been a fund manager at Goldman Sachs and Morgan Stanley, and co-founded Libra Capital Management, managing a Greater China-focused equity long-short fund. Vincent, whose career began at HSBC Asset Management where he worked in both their Hong Kong and New York research teams, holds a B.Sc (Economics) in Accounting and Finance from the London School of Economics and Political Science and is a CFA Charter Holder.

Suan Jin_0990ok copy Suanjin Tan joined Thirdrock in 2016 as Senior Portfolio Manager, co-managing a discretionary fixed income strategy. Prior to Thirdrock, he was lead portfolio manager for China Credit and Head of Asian Private Credit for BlackRock, co-managing fixed income portfolios in excess of US$8 billion. In addition to his portfolio management responsibilities, Suanjin was also a senior credit analyst with a particular focus on Chinese corporates and oversaw the firm’s China research efforts. Before that, he was Investment Director & Head of Southeast Asia at Citi Venture Capital International, the emerging markets private equity arm of Citigroup and a senior member of its China investment team. With experience managing both absolute return and benchmark funds in the public and private markets, he has won industry awards and recognition such as Fund of the Year from Asian Investor and 4 Stars from Morningstar. Suanjin graduated from The Wharton School, University of Pennsylvania with a BSc Economics (Finance) and is also a graduate of the Future China Advanced Leaders Programme jointly organised by Business China and Nanyang Business School.

Yilin_1052ok copy Yi-Lin Lee joined Thirdrock in 2016 as Portfolio Manager, co-managing a discretionary fixed income strategy. Yilin brings over 15 years of investment banking experience in global credit and interest rate markets. She worked for the fixed income trading businesses of Merrill Lynch, Deutsche Bank, Royal Bank of Scotland and Haitong International with management responsibility in in her last two roles. During this time, she covered both the institutional and private wealth investor base in fixed income. In addition to traditional bond markets, her product experience includes investment and hedging strategies using a range of credit or interest rate derivatives. Her last position was Executive Director, Head of Credit Sales Singapore. Yi-Lin graduated from the University of Western Australia with a Bachelor of Commerce, majoring in Accounting and Finance, with a Business law minor.

ShawnTan_0441ok Shawn Tan joined Thirdrock as Portfolio Manager running the Asian Affluence Equity Long Short fund in 2014, bringing with him over a decade of experience investing in Asian equities. He spent more than six years in the Singapore office of Kelusa Capital, an Asian centric equity long short fund headquartered with the Tiger Group in New York. He focused on domestic demand sectors at Kelusa Capital but invested across sectors during his prior roles at the Blackstone Group and United Overseas Bank. Shawn earned an MBA from Harvard Business School in 2006 and graduated with a BA with majors in Economics, Political Science, and International Studies from Northwestern University in 2000. He also passed all levels of the CFA exam in 2003.

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