Jason joined Schroders in 2019 as CEO, Asia for Wealth Management, where he is responsible for the management and overall strategic development of the business across the region, and where he serves as a member of the group’s Wealth Management Executive Committee. This followed the acquisition of the wealth management business of Thirdrock Group by Schroders. Jason was the Founder and CEO of Thirdrock Group, a leading Asian independent asset manager, between 2010 and 2019. Prior to that he was Head of China at ABN AMRO Private Bank in Hong Kong, where he spearheaded various North Asian strategic initiatives while advising some of Asia’s wealthiest families. Jason served as a military pilot with the Republic of Singapore Air Force. He has a Bachelor of Architecture from the National University of Singapore, and a Post Graduate Diploma in Architecture from the Architectural Association of London.

Vincent Ee joined Schroders in 2019 and is currently the Head of Investments, Asia. He is part of the global Wealth Management Investment Committee and chairs the Investment Committee for Asia where he leads the Asian investment team. Vincent is also directly responsible for the management of discretionary multi-asset mandates. Prior to joining Schroders, Vincent was at Thirdrock as the Head of Discretionary Portfolio Management. With over two decades of fund management experience, Vincent was previously Chief Investment Officer for the international business at Foord Asset Management. He has also been a fund manager at Goldman Sachs and Morgan Stanley, and co-founded Libra Capital Management, a Greater China-focused equity long-short fund. Vincent, whose career began at HSBC Asset Management 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. He currently serves on the investment committees of the Community Foundation of Singapore and Raffles Institution.

Jasper joined Schroders in 2019 as Head of Client Advisory.  He started his career at Citibank in 1996 and was instrumental in building the Consumer FX franchise across the region, while spearheading various strategic initiatives as Managing Director and Head of Foreign Exchange Business for Asia Pacific. In 2015 he moved to Thirdrock Capital as Head of Client Advisory and Mandates, where he worked with management and the client advisory team to set the overall client service strategy and establish performance goals aligning to the business plan. He graduated from the Nanyang Technological University with a Bachelor of Engineering (Honours) degree.

Marcus joined Schroders Treasury and Dealing Team in 2015 and was appointed Head of Treasury in 2017. He has worked in the Treasury space for over 20 years, moving through various regional and international banks throughout his career. During his career, he has provided advisory services from private banking customers to Central Banks focusing on FX solutions and Treasury products. Marcus holds a Master of Science in Financial Management from University of London.

Mei Peng joined Schroders in 2019 and currently heads the Wealth Management Finance Team. Mei Peng brings over extensive experience in the financial industry. Prior to joining Schroders, she was with Morgan Stanley Singapore from 2005 in the Global Corporate Controllers Division managing the Singapore Legal Entity Controller team. Mei Peng’s career began at Deloitte & Touché LLP in 2001 within the Financial Service Industry Division and served as Audit Supervisor managing audit assignments for both financial and non-financial institutions. She is a Chartered Accountant and holds a Bachelor of Accountancy from the Nanyang Technological University.

Ranjiv joined in 2009 and has more than 15 years’ experience in financial markets where he was a strategist for Asia at Aberdeen Asset Management Singapore from 2001. Ranjiv later became the Head of Investment Advisory for BSI Bank Ltd in Singapore from 2007 – 2009. He has a Master’s degree of Business Administration in Finance with an emphasis on Financial Engineering from Thunderbird, the American Graduate School of International Management, and is a Bachelor of Business Administration in Finance from the University of Wisconsin.

Markus started his career in the Banking industries in the early 90s where he joined a German bank as a management trainee. After graduating from the Frankfurt University of Applied Sciences Business & Law in Business Administration, he decided to move to Singapore in 2003. 

Markus worked for various international institutions and gained experiences in various fields for example as the Operations Manager for a Merchant Bank (DZ Privatbank) where he plays a lead role in the identification and implementation of key initiatives that relate to the operations workflow enhancements and processes. He later moved on to Amicorp, an International Trust Company as a Key Account Manager for Private Client Services. He joined Schroders in early 2013.

Gavin joined Schroders in 2019 as Head of Compliance Asia. He has worked in the Compliance function for various international banks since 2004, predominantly in the Private Wealth space. In 2017, he ventured out of Private Wealth to join a Fintech firm which provided payments solutions to businesses. As the Head of AML Operations there, he was responsible for setting up the AML/Compliance framework and led a global Compliance team in the UK, Australia and Singapore.

Gavin graduated from the University of Western Australia and holds a Bachelor of Computer and Mathematical Science with a double major in Information Technology and Economics. He also holds an ICA Diploma in Compliance.

Hung Mun joined Schroders in 2020 as Legal Counsel, Wealth Management, where he oversees all legal matters and provides strategic legal advice on areas of legal risk. He has wide experience in corporate finance and in the wealth management sector. After graduating from the National University of Singapore with a Bachelor of Laws, Hung Mun practiced corporate law for 9 years with a leading Singapore law firm. Prior to joining Schroders, he was with the Credit Suisse private banking legal department since 2016.

Francis Lim joined Schroders Wealth Management team as a Senior Relationship Manager in December 2019. He brings with him more than 17 years of experience in the Private Banking Industry. He first started his Wealth Management career with top tier Financial Institutions such as UBS and Citibank. Francis Lim joined Schroders Wealth Management from Bank of Singapore. Prior to that, he has spent more than a decade in Credit Suisse, as a trusted advisor to ultra-high net worth individuals and their families. Francis Lim graduated from The University of Queensland in Australia with a Bachelor of Commerce, majoring in Accounting & Finance.

Caroline has over 30 years of wealth management experience looking after wealthy families, entrepreneurs and high net worth individuals in South East Asia. She has worked with some of the biggest firms in the industry, such as Merrill Lynch, Lehman Brothers, Prudential and Fortis Private Bank. She joined Schroders in 2009 and holds a professional qualification from The Chartered Institute of Secretaries and Administrators.

Richard joined Schroders as a Senior Relationship Manager in 2019, following the acquisition of the wealth management business of Thirdrock Group. Richard served as a Client Advisor at Thirdrock since 2017. Previously, he was Director and co-Head of Wealth Management at One Asia Investment Partners and an Executive Director of Javelin Wealth Management. Richard has over 15 years of international experience in private banking and wealth management and has worked 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.

Protapaditya Mukherjee (Protap) joined Schroders Wealth Management in 2021 as Senior Relationship Manager. Protap has over 24 years of banking experience across various departments with a core expertise in Private Banking in the Middle East and Far East covering multicultural Private and Institutional UHNW individuals and families in the last 17 years. Prior to Schroders, he was at DBS Bank Singapore where he helped build the far east Private Banking vertical from ground zero to a billion-dollar asset book. During the span of his career, he has also held various senior roles from Investment Advisory to Business Development, serving financial institutions like Standard Chartered Bank, Falcon Private Bank, First Abu Dhabi Bank and BNP Paribas. Chartered Wealth Manager (CWM) certified, Protap graduated from the University of Calcutta with a Bachelor of Science degree and holds a Post Graduate Diploma in Business Management from the Indian Institute of Management, Calcutta (IIMC).

Rainer joined Schroders as a Senior Relationship Manager in 2019, following the acquisition of the wealth management business of Thirdrock Group. Rainer served as Client Advisor at Thirdrock since 2017. Prior to Thirdrock, he worked in wealth management at One Asia Investment Partners, ABN AMRO and Credit Suisse. Rainer started his career in the global wealth management arm of Citibank. He has a Masters in Applied Finance from Monash Business School and a Bachelor of Computing from Monash University.

Megan joined Schroders as a Senior Relationship Manager in 2019, following the acquisition of the wealth management business of Thirdrock Group. Megan was a Client Advisor at Thirdrock. Prior to that, she spent over 12 years in private wealth management in Singapore at both Morgan Stanley and Goldman Sachs, providing investment advice to individuals and families in Hong Kong, Indonesia, Thailand, Malaysia and Singapore. Megan has a Bachelor of Business Administration from the National University of Singapore.

Johnson Yuen joined Schroders Wealth Management team as Senior Relationship Manager in September 2021. He started his financial career as a sell-side Equity Research Analyst with DBS Vickers Research in 2002. Prior to Schroders, he was an Investment Counsellor at Bank of Singapore, responsible for managing private client portfolios in Southeast Asia and the International Markets. Before that, he was at DBS Private Bank, starting as Product Specialist for the Equities Derivative and Structuring Desk, and later as Equity Tactical Investment Strategist for the CIO office. He has also held multiple positions across Advisory & Execution and Investment Advisory at Citibank and Standard Chartered Bank. Johnson graduated from the University of South Australia and holds a Bachelor of Business in Banking and Finance.

Max relocated to Singapore from the Schroders Wealth Management London office (Cazenove Capital) in September 2018 and he specialises in advising UK expatriate clients and entrepreneurs, Trust Companies and Family Offices. Max joined Cazenove Capital in 2017 as part of the transfer of C. Hoare & Co.’s Wealth Management business, where he had worked since 2014. He started his career at Morgan Stanley & Co. International in London. After 8 years, he moved to Berenberg to start their London private banking business.

Max is a graduate of the University of Sheffield in the UK and Allegheny College, Pennsylvania, in the US. He is licensed as an Appointed Representative under the SFA and FAA in Singapore. In the UK he holds the Private Client Investment Advice and Management qualification (PCIAM) and is a Chartered Fellow of the Institute for Securities and Investment. Max has over 15 years of investment experience.

Vivian joined Schroders Wealth Management in December 2019 as a Relationship Manager. She has over a decade of experience in the Private Banking Industry, managing and servicing Ultra-high net worth clients. Prior to her current role in Schroders, she has worked for UBS, Credit Suisse and Bank of Singapore. Vivian graduated from the Nanyang Technological University of Singapore with a Bachelor of Business, majoring in Banking & Finance.

Jeff has over 25 years of banking experience, from senior leadership roles to being a trusted advisor of ultra-high net worth individuals and institutions. Jeff joined Schroders Wealth Management Singapore in 2014 and has been part of its Diversity and Inclusion Council since 2019. He started his career in Citibank Manila in 1994 and has held senior management positions from 2003 as CEO of Citicorp Financial Services and Insurance Brokerage, and later in 2005 as CEO of Citibank Savings, a 36–branch retail bank in the Philippines. Jeff relocated to Singapore in 2008 and headed the Philippine team for Credit Suisse Private Banking, and later joined ANZ Singapore in 2010 as head of its Philippine and Thailand teams. Jeff has a BBA degree from York University (Schulich School of Business), Toronto, Canada, and actively supports charitable causes in his personal capacity. 

Catherine joined Schroders as a Relationship Management Assistant in 2019, following the acquisition of the wealth management business of Thirdrock Group. She served as Client Manager at Thirdrock since 2017. She has more than 20 years of experience in the Private Banking industry in Asia, supporting client coverage teams. Previously, she worked for Goldman Sachs. She graduated with a Diploma in Business Studies from Ngee Ann Polytechnic in 1983 and obtained the Wealth Management certificate issued by IBF in 2015.

Jacqueline started with UBS AG, Singapore, Operations team doing client documentation and payments in 2006. In 2008, she took on the opportunity to move to the markets, covering the Australia and Indonesia desk and in 2012, when she rejoined UBS, she supported the Thai Desk. She was with Coutts Singapore for 2 years (2010-2012). She has a degree in Bachelor of Business Administration majoring in Finance from RMIT-SIM.

Angela is supporting the Directors in managing the clients’ wealth by providing high quality services and developing strong relationship by attending to their financial needs. She has more than 20 years of experience in the private banking industry in Singapore. Prior to her current role with Schroders, Angela was a Relationship Manager at DZ Privatbank assisting the Indonesian Team Head. Her prior experience also includes Relationship Management at Commerzbank South East Asia.

Chloe joined Schroders in 2020 as Relationship Management Assistant. She has over a decade of banking experience in various banking functions across client service, retail banking sales as well as private wealth management, while working at UOB, DBS Bank and Standard Chartered Private Bank. Chloe started her career in the private banking industry in 2008 with DBS Private Bank, where she worked closely with the Team Lead of Indonesia, Singapore and Malaysia markets, servicing ultra-high net worth clients.

Gloria joined Schroders in 2019 as Relationship Management Assistant. She has over 2 decades of banking experience performing diverse functions in investment sales, client service, sales surveillance and compliance at prestigious banks as such HSBC and Citigroup. For the past 12 years as an Assistant Relationship Manager with UBS, VP Bank, Standard Chartered Private Bank and Bank Julius Baer, she enjoyed the seamless partnerships with Private Bankers to serve HNW and UHNW clients.

Winnie joined Schroders in 2019 as a Relationship Management Assistant, following the acquisition of the wealth management business of Thirdrock Group.  She was a pioneer member of Thirdrock, serving as Client Manager since 2010. She has over a decade of wealth management experience.  Her career in the private banking industry began in 2000 with Coutts Singapore, followed by HSBC Private Bank (Suisse) SA, where she worked closely with Head of Thailand, Vietnam, Malaysia and Philippines markets, servicing ultra-high net worth clients.

Benjamin joined Schroders Wealth Management in 2022 as a Relationship Management Assistant. Benjamin started his career as a research assistant at GIC on the credit research and strategy desk, where he covered international oil and gas companies. Following that, he joined Moody’s Investors Service as an Associate Analyst, where he analysed oil and gas companies, property developers, technology firms and REITS from South and Southeast Asia. Benjamin is an honours graduate in economics from the National University of Singapore and is currently pursuing the CFA designation.

Audrey joined Schroders Wealth Management in 2022 as Relationship Management Assistant. Audrey has over 20 years of experience in the financial services industry, which includes broad exposure to client management across private wealth management platform and retail banking. Audrey was most recently Manager in wealth management arm of CA Indosuez (Switzerland) S.A supporting private bankers. Prior to that, she was with Standard Chartered Private Bank and CIC Private Banking, where she worked closely with Team Heads of Taiwan, Singapore, Malaysia and Indonesia markets, providing service excellence to high net worth clients.

June joined Schroders in 2011 as a Relationship Management Assistant. She has over a decade of wealth management experience and is supporting the Executive Directors in managing the clients’ wealth by providing high quality services and developing strong relationship by attending to their financial needs. Prior to joining Schroders, June had been working for Merrill Lynch International Bank, Citigroup, BNP Paribas Wealth Management and OCBC. She holds a Bachelor of Arts degree from the National University of Singapore.

Eric has more than 26 years of private banking experience in investment advisory, client relationship management, business team building and thought leadership.  Eric joined Schroders in 2019 as Head of Investment Advisory and Senior Client Advisor, following the acquisition of the wealth management business of Thirdrock Group. Eric served as Head of Investment Strategy and Senior Client Advisor at Thirdrock since 2016. Previously, he was Head of Investments for Southeast Asia at JP Morgan Private Wealth Management. Prior to JP Morgan, he was Head of Investment Advisory at BNP Wealth Management and 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.

Vincent Ee joined Schroders in 2019 and is currently the Head of Investments, Asia. He is part of the global Wealth Management Investment Committee and chairs the Investment Committee for Asia where he leads the Asian investment team. Vincent is also directly responsible for the management of discretionary multi-asset mandates. Prior to joining Schroders, Vincent was at Thirdrock as the Head of Discretionary Portfolio Management. With over two decades of fund management experience, Vincent was previously Chief Investment Officer for the international business at Foord Asset Management. He has also been a fund manager at Goldman Sachs and Morgan Stanley, and co-founded Libra Capital Management, a Greater China-focused equity long-short fund. Vincent, whose career began at HSBC Asset Management 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. He currently serves on the investment committees of the Community Foundation of Singapore and Raffles Institution.

Michelle is a Portfolio Manager at Schroders specialising in Fixed Income investments. She has the privilege to work with some of the Ultra High net worth families in the region, assisting them with income focused investments and philanthropic efforts. Prior to joining Schroders in 2021, she was a Fixed Income Discretionary Portfolio Manager at the Wealth divisions of UBS and Deutsche Bank in Singapore. Before working in Singapore, Michelle was a desk analyst advisor at HSBC Private Bank and a credit analyst at HSBC Asset Management in Hong Kong. She began her fixed income career on the marketing and client servicing side of the business at PIMCO and Western Asset Management in the U.S., looking after endowment, central bank and public pension plan clients. Michelle has over 15 years of investment experience and holds an MBA from the University of British Columbia. She earned her undergraduate degree from McGill University. In her free time, she is an avid Mindfulness practitioner. Michelle is a CFA Charterholder.

Ranjiv joined in 2009 and has more than 15 years’ experience in financial markets where he was a strategist for Asia at Aberdeen Asset Management Singapore from 2001. Ranjiv later became the Head of Investment Advisory for BSI Bank Ltd in Singapore from 2007 – 2009. He has a Master’s degree of Business Administration in Finance with an emphasis on Financial Engineering from Thunderbird, the American Graduate School of International Management, and is a Bachelor of Business Administration in Finance from the University of Wisconsin.

Eugene joined Schroders Wealth Management as an Investment Analyst in 2022. Prior to Schroders, he was an Investment Analyst with a single family office covering global equities. Before that, he was an Analyst with a quantitative hedge fund where he was involved in the construction and monitoring of systematic multi-asset strategies as well as risk management. Eugene graduated from the University of London with a Bachelor’s degree in Banking and Finance and is a CFA Charterholder.

Megan joined the Schroders’ Investment team in 2022. Prior to this, she was a sell-side Equity Research Analyst in KGI Securities Singapore, a subsidiary of Taiwan-listed China Development Financial Holding Corp. During her time, she covered various small-mid cap Singapore-listed stocks which were featured on The Business Times and The Edge. She is familiar with both Hong Kong and U.S. markets as well. Before KGI Securities, she was an Audit Associate at Ernst & Young LLP specialising in the Consumer & Products sector where she engaged in audits ranging from SMEs to Singapore and US-listed companies. Megan graduated from University of London (SIM) and is currently pursuing the CFA designation.

Hao Qin joined Schroders' Investment team in 2022. Prior to Schroders, he was an Analyst with Cerulli Associates (Asia) conducting research on the asset and wealth management landscape in the Asia-Pacific region. Before Cerulli, Hao Qin was the Investment Specialist at a Singapore financial adviser and fund management firm, MoneyOwl, for 2 years, where he was involved with the construction and monitoring of its investment portfolios. He had also worked as a Wealth Planner at DBS bank after graduating from National University of Singapore. Hao Qin is currently pursuing the CFA designation.

Ryan joined Schroders Wealth Management Asia in 2020 as a graduate trainee after completing his studies at the National University of Singapore. He spent time with different teams across the business during the 2 years graduate programme, and also got an opportunity to work in the London office for Cazenove Capital for 4 months in early 2022. Ryan is currently permanently based in the investment team in Schroders, and is currently pursuing the CFA designation.

Rachel joined the bank in 2017 and has around 10 years of experience in the financial industry. Earlier in her career, she was equity analyst and part of the portfolio management team at a Middle Eastern asset manager.

She subsequently accumulated experience in multiple asset classes as an investment consultant at Credit Suisse, and leveraging off her business and financial acumen, she also had the opportunity to provide business and financial analysis of private projects and companies as an independent consultant.

She is a CFA charter holder, graduated from the National University of Singapore with a Bachelor’s degree in Applied Science and from INSEAD with a Master’s degree of Business Administration.