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.

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.

Melvyn joined Schroders in 2019 as Deputy Head of Wealth Management for Asia, following the acquisition of the wealth management business of Thirdrock Group. He is involved in the management and strategic development of the business for the region. Melvyn also chairs the Investment Committee for Asia, leading the development of investment philosophies and frameworks for the wealth management business. Melvyn was the Co-Founder and Chair of the Investment Committee at Thirdrock Group, a leading Asian independent asset manager, between 2011 and 2019. He started his career with Goldman Sachs, where he spent three years in Singapore managing multi-asset global discretionary portfolios, followed by eight years in Hong Kong leading the equity derivatives team in the structuring, trading and marketing of derivatives and structured products. He is currently serving a two-year term as a Technical Advisor to the National Research Foundation of the Prime Minister’s Office. Melvyn has a Bachelor of Business Administration from the Ross School of Business, Michigan.

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.

Doreen joined in 2012 as the Team Head of Finance. She started her career in the Banking industries in the late 80s where she first joined a local bank in Singapore. Doreen moved to various Banks throughout her career and has more than 20 years’ experience. Doreen has a B.Sc in Accounting and Finance with Honors from the University of London.

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.

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.

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.

Arthur joined Schroders as a Senior Relationship Manager in 2019, following the acquisition of the wealth management business of Thirdrock Group. Arthur was a Senior Client Advisor at Thirdrock from 2017 and has close to three decades of banking experience, mostly in private banking. Prior to Thirdrock, Arthur was a Managing Director at the Bank of Singapore and held Singapore-based leadership roles at global private banks including Credit Suisse, Citi and UBS. In 2014, Arthur was awarded the title of “IBF Fellow” by the Institute of Banking and Finance (IBF). The title recognises the contribution of key practitioners and thought leaders in the financial industry.  Arthur previously served as an elected Member of the Singapore Parliament and holds a BSc in Finance and Management from the University of Oregon.

Donniel joined Schroders in 2019 as Senior Relationship Manager. With over 20 years’ experience in the financial sector, he provides targeted insight and advice with a keen sense of direction to help develop his clients' financial outlook. Donniel started his career in financial services with Citibank and held various sales and management roles in DBS. Prior to joining Schroders, he was most recently Senior Client Advisor at UOB Private Bank. Donniel embarked on entrepreneurship during his early career, where he successfully built and sold the business in 2004. His significant achievements in the insurance industry were also well-recognised as he has achieved the prestigious Million Dollar Round Table (MDRT) Award for consecutive years. Donniel holds a Master’s in Business Administration from the Arcadia University in Pennsylvania USA.

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.

Leland joined Schroders as a Senior Relationship Manager in 2019, following the acquisition of the wealth management business of Thirdrock Group. Leland was a Senior Client Advisor at Thirdrock from 2019. Prior to that, he was an Executive Director and Head of Equities Financial Advisory at Vontobel, where he co-managed the bank’s Asian structured product business. He previously held similar roles in various financial institutions, including Macquarie, HSBC, Morgan Stanley and UBS. Leland graduated from the London School of Economics with a BSc in Philosophy.

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.

Eng Leong joined Schroders in July 2019 as a Senior Relationship Manager and an Executive Director. Prior to joining Schroders, he was Chief Investment Officer of POET Investment Holdings. He has over 20 years of banking experience. He has worked in private banking at Standard Chartered and Julius Baer, retail banking at HSBC and corporate and investment banking at DBS. He also advised private individuals and family office clients at OCBC/Bank of Singapore.

He graduated from the University Of San Francisco with a BSc in Business Administration in Management in 1995. During his career, he has worked closely with both high net worth individuals and companies.

Hendrick joined Schroders in November 2019 as a Senior Relationship Manager with over 27 years of banking experience. Prior to joining Schroders, he has worked in Private Banking at VP Bank, Credit Suisse, BNP Paribas & Societe Generale, Retail Banking in HSBC Singapore, Standard Chartered Jakarta & Citibank Jakarta and Corporate Banking in Bank Dharmala Jakarta. Hendrick graduated from the University Of Southern California in Los Angeles with a Bachelor of Science Degree in Chemistry and a Master of Business Administration Degree from the Loyola Marymount University in Los Angeles.

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.

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.

Nikhil joined Schroders as a Senior Relationship Manager in 2019, following the acquisition of the wealth management business of Thirdrock Group. Nikhil served as a Client Advisor at Thirdrock from 2017. Previously, he worked in wealth management at Deutsche Bank and at Barclays in India, where he focused on managing relationships with listed enterprises and wealthy families. Nikhil has over 15 years of wealth management experience. He graduated from the University of Calcutta with a Bachelor of Commerce (Hons) in Economics and Accounting.

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.

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.

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.

Jeff has over 20 years of banking experience. He started his career in Citi Manila in 1994 and has held management positions including CEO of Citicorp Financial Services and Insurance Brokerage in 2003 and CEO of Citibank Savings, a 36–branch retail bank, in 2006. Jeff relocated to Singapore in 2008 to set up a Private Banking team for Credit Suisse, and eventually joined ANZ to build its offshore wealth and estate planning business with a focus on the Philippine and Thai markets. Jeff has a BBA degree from York University (Schulich School of Business), Toronto, Canada.

Mike joined Schroders as a Relationship Manager in July 2019. He has over two decades of experience in Operations, Business Development, Supply Chain Management and Sales & Marketing. He has established and managed partner relationships across Asia, the Middle East and Russia. Mike graduated from Monash University with a Bachelor of Commerce (Accounting and Finance) and also has a Master of Business Administration from the Australian Graduate School of Entrepreneurship.

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.

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.

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.

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.

Chloe joined Schroders in 2020 as Relationship Management Assistant.  She has over a decade of client management experience and was most recently Client Advisor Assistant at UBS AG, servicing ultra-high net worth clients. Chloe has also held similar roles in HSBC Private Bank, Coutts & Co Ltd and DBS Private Bank, where she worked in Indonesia and North Asia markets. Chloe graduated from the National University of Singapore and holds a Bachelor of Arts major in Economics and Southeast Asian Studies.

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.

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.

Pei See joined Schroders in 2019 as Relationship Management Assistant where she works closely with the Relationship Manager and provides top quality service for our ultra-high net worth clients. She brings with her extensive banking experience in branch management and client management and was mostly recently Client Advisor Assistant for the UHNW segment at UOB Private Bank where she spent a large part of her career. Prior to that, Pei See has held various support roles in branches division arm of UOB.

William joined Schroders in 2020 as Relationship Management Assistant. He brings with him extensive experience in client management and investment management and was most recently Marketing Associate at Bank of Singapore. Prior to that, he has held various positions in middle office at the investment banking arm of Barclays Bank PLC. William holds a Master of Business Administration, major in Finance from Singapore Management University and a Bachelor of Science in Statistics, with a Financial Mathematics minor from the National University of Singapore.

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.

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.

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 joined Schroders as Head of Discretionary Portfolio Management in 2019, following the acquisition of the wealth management business of Thirdrock Group. Vincent has spent over two decades managing equity funds. Previously, he was Chief Investment Officer at Foord Asset Management, managed funds at Goldman Sachs and Morgan Stanley and co-founded Libra Capital Management where he ran a Greater China-focused equity long-short fund. Vincent began his career at HSBC Asset Management. He holds a BSc (Economics) in Accounting and Finance from the London School of Economics and Political Science and is a CFA Charterholder.

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. 

Yi-Lin joined Schroders as a Discretionary Portfolio Manager in 2019, following the acquisition of the wealth management business of Thirdrock Group. Yi-Lin brings over 15 years of investment banking experience in global credit and interest rate markets. Previously, she worked for the fixed income trading businesses of Merrill Lynch, Deutsche Bank, Royal Bank of Scotland and Haitong International with managerial responsibility in her last two roles. She has covered both institutional investors and private clients and has wide-ranging product experience. Yi-Lin graduated from the University of Western Australia with a Bachelor of Commerce, majoring in Accounting and Finance, with a Business law minor.

Zachary joined Schroders in 2019 as an Investment Analyst. Prior to joining Schroders, he was an equity analyst with Value Partners Group where he specialised in fundamental analysis of ASEAN and India equity markets. Zachary graduated from Nanyang Technological University with a degree in Business (major in banking & finance).

Jinghan joined Schroders in 2019 as an Investment analyst. Before joining Schroders, he was an equity analyst with Ascapia Capital, focusing on investment analysis and valuation. Jinghan is a Chartered Financial Analyst (CFA), and graduated from Singapore Management University with a degree in Business and a major in Finance.