OCBC Wealth Panel is a team of leading financial experts with collectively over 100 years of financial knowledge, banking expertise and investment experience. They provide in-depth financial insights and identify key economic trends that give our OCBC Premier Banking clients an edge in growing, managing and protecting their wealth.
Head, Group Wealth Management,
Chairman, OCBC Wealth Panel
Expertise: Unit Trusts
Marc is responsible for the product platform on which all investor solutions are built. In particular, Marc has responsibility over the Bank's Investment Strategy, Research, Discretionary Portfolio Management, Trading Advisory, Wealth Planning and Trust Services. In February 2013, he was also appointed as OCBC Bank's Head of Group Wealth Products. In this new role, Marc will spearhead the creation of a centralized knowledge hub for wealth management products across the OCBC Group, as well as provide consistent investment views for wealth advisory across various client segments. Starting his career in retail banking at ING Belgium in 1993, Marc subsequently moved to private banking and became the country's commercial director. In 2003, Marc was appointed to the Executive Committee of ING Luxembourg, where he was in charge of retail, private banking and asset management. Marc went on to join ING Asia Private Bank (now known as Bank of Singapore) in January 2009. Marc graduated with an Economics and Business Administration degree from the University of Brussels and holds an MBA from the University of California at Berkeley. He is also a CFA charterholder.
Head of Wealth Advisory,
Wealth Management Singapore,
Expertise: Foreign Exchanges, Goal-Based Advisory
Gregory has more than 10 years of experience in treasury and wealth management. He had started his career in the treasury with Tokai Bank, trading FX and interest rate futures, and subsequently moving to Citibank to provide client advisory on treasury products. Prior to joining OCBC Bank, Gregory was managing a cluster of Relationship Managers in Citibank in providing wealth management services to its high net worth clients. In his role as the Head of Wealth Advisory & Specialist, Gregory will work with his team of wealth advisors and specialists to provide the best-in-class advisory services to the bank's premier clients and to help clients meet their wealth management needs.
Gregory graduated with a degree in Banking & Finance from Monash University.
Chief Investment Officer
Bank of Singapore
Expertise: Asset Allocation, Bonds
Hou Wey Fook, CFA, is Managing Director and Chief Investment Officer of Bank of Singapore. Wey Fook has over 25 years of experience in managing portfolios across asset classes of equities, bonds, mutual funds and hedge funds. Prior to joining ING Asia Private Bank (now known as Bank of Singapore), Wey Fook spent 17 years with OCBC Bank Group where he was Chief Investment Officer for its fund management business. He started his career with the Government of Singapore Investment Corp (GIC) after graduating from National University of Singapore with a degree in Engineering. He is also a Chartered Financial Analyst (CFA) holder.
Bank of Singapore
Expertise: Macro-Economic Outlook
Richard Jerram is Chief Economist for Bank of Singapore where he is responsible for analysing and forecasting global macro developments, as well as being a key member of the investment committee. He joined Bank of Singapore in June 2011.
Richard has been working as an economist for over two decades, initially in Tokyo during the late 1980s bubble, followed by a period running Asia-Pacific forecasting for the Economist Intelligence Unit in London and then studying for a doctorate at the LSE. He returned to Japan with ING Securities in 1996, which was acquired by Macquarie Securities in 2004. In 2009, Richard was appointed Head of Asian Economics and was based in Singapore.
Richard has a BSc from University College London and an MSc and PhD from the London School of Economics. He is also a CFA charterholder.
Head, OCBC Investment Research
Carmen Lee has more than 20 years of experience analysing markets and companies listed in Singapore and elsewhere. She started her career as an investment analyst and was head of an investment research team in several international brokerages, before her past 11 years with OCBC. Carmen's views on markets and listed companies are highly sought after by the media which frequently features her comments in the newspapers. She has nurtured a strong team at OCBC Investment Research which topped analyst agency Starmine's earnings estimates category for mid-to-small-cap Singapore listed stocks in 2007.
Head, Treasury Research & Strategy
Expertise: Macro-Economic outlook, Bonds
Selena Ling is responsible for Treasury market research, forecasts and trading recommendations for the bank, covering different asset classes, as well as providing macro-economic insights. With 20 years of research experience, Selena is much sought after by the media for her expertise in interest rates, fixed income, macroeconomic and fiscal analysis. Under her leadership, OCBC’s research capabilities have been greatly valued by customers and highly ranked in surveys and polls including AsiaMoney Fixed Income and FX polls, Bloomberg and Reuters polls across asset classes.
Senior Investment Strategist
Wealth Management Singapore
Expertise: Asset Allocation
Vasu Menon has 23 years of experience in the investment and wealth management industries. He is a well-known figure in the media for his outlook on markets. Prior to joining OCBC, he was the head of investment research at a well-known brokerage where he developed a strong reputation for his prowess in picking small-cap stocks. In his current role, Vasu helps to formulate investment views and writes articles offering fresh and interesting insights on topical and important issues impacting markets and investors. He is also highly sought after as a speaker at investment seminars and other events.
Senior Investment Counsellor
Wealth Management Singapore
Expertise: Foreign Exchanges
With over 25 years of banking experience and half of them spent in a trading capacity. Michael advises on products and helps clients manage their wealth holistically by assessing their assets and liabilities. He also assesses how current and future events will impact financial markets and matches high-net-worth insurance solutions to meet his clients’ estate planning needs.
Head, Wealth Management Singapore
Expertise: Unit Trusts, Goal-Based Advisory
Tan Siew Lee has over 10 years of experience in investment and wealth management.
She started her career with OCBC Premier Banking before moving to Wealth Management as Product Manager for Treasury Products. She progressed steadily in her career and was appointed as Head, Investment Products in 2012 which oversees the Treasury and Unit Trust product teams. She was appointed as Head of Wealth Management Singapore in June 2014. In her current role, she oversees OCBC's Singapore wealth management product strategy, development and advisory units.
Siew Lee has a Bachelor of Business (Honours, 2nd Class Upper) from Nanyang Technological University Singapore. She also holds a Master of Science in Wealth Management from Singapore Management University.
Lion Global Investors
Teo Joo Wah is Chief Strategist of Lion Global Investors and has over 27 years of banking and investment experience. He is responsible for making asset allocation decisions and helps oversee the firm's investment division which has more than 40 investment professionals specializing in Asian equities and bonds. Joo Wah started his financial career with DBS Bank and subsequently moved to Temasek Holdings as an equities portfolio manager. He was also Head of Equities at Fullerton Fund Management for 9 years.
Joo Wah graduated from the National University of Singapore with a degree in Business Administration and is a Chartered Financial Analyst (CFA) holder.
Managing Director and Head of Equity Research,
Bank of Singapore
Sean has 20 years of industry experience and prior to joining Bank of Singapore in 2011, he was the head of equity research for Singapore at Credit Suisse's investment banking division. Currently, at Bank of Singapore, he is responsible for leading a team of 9 equity research analysts. Besides providing stock recommendations, they also help to shape the bank's global equity and overall investment strategies.