Meet Our Team.
Meet Our Team.
The shareholders and directors of the company have been in the financial and legal industries for many years ranging from 7-30 years on average. Their vast experience includes professional stints in top tier investments banks, asset management firms, financial services firms and law firms.
The shareholders believe that for a boutique fund management to do well and be sustainable in the long run, it has to differentiate on personal service, customised investment approach and seek out Clients who share the same investment value and mindset. That way the boutique fund will grow as the Client’s wealth grows in tandem.
Ng Zhu Hann was the former Chief Strategy Officer of Country Garden Malaysia & the official spokesperson for the Fortune 500 company between 2017 to 2019. He was also with Sunway Holdings Berhad in group strategy between 2015 to 2017. Prior to that, he worked as a corporate lawyer with Baker Mckenzie Wong & Partners and TKQP Singapore for five years. His experiences include corporate deal making, fund raising, M&A, IPO, Southeast Asian real estate and macroeconomic strategy (both equity markets and bonds).
Mr. Nixon Wong Gok Hey was an Equity Portfolio Manager with Kenanga Investors Berhad. He managed both the public and private mandates with a Total Asset Under Management (AUM) of around RM 350m. Gross annual return achieved in 2019 and 2020 was between 16% and 17% each year for two pure Islamic Malaysian equity funds and 13% for Islamic balanced fund, outperformed the respective fund benchmark.
Puan Norlin Abdul Samad has over 35 years of experience as the Head of Legal in Permodalan Nasional Berhad (PNB), Amanah Capital Group (Formerly known as Kompleks Kewangan Malaysia Berhad or KKMB) and Golden Hope Plantations Berhad (Golden Hope). She was the Company Secretary for KKMB and Golden Hope during tenure service and was an Associate Partner of Messrs Zaid Ibrahim & Co. She held various Board of Directors’ positions whilst in service with Golden Hope and PNB. She was previously the Independent Non-Executive Director of Amanah Mutual Berhad.
Mr. Lee Kok Heng (LLB) graduated with a Bachelor of Law (Hons) from the University of Malaya in 1987 and was admitted as an Advocate & Solicitor of the High Court of Malaya in 1988. Member of the Malaysia Bar Council since 1988.
Mr. Neoh Jia Man, CFA was an Equity Analyst at CFRA Malaysia (formerly Standard & Poor’s Malaysia). He provided equity research coverage on more than 50 companies across the European Consumer Staples, Energy and Utilities sectors, and has previously covered the Information Technology and Consumer Discretionary sectors. He started off his career with Public Mutual Berhad as an Equity Analyst from 2012 to 2015, where he was responsible for research on Thai equities. In total, he has more than 9 years of experience in the capital markets. His current primary focus is on ESG investing due to his prolonged exposure to the European equity market where the practice has been well-developed.
Ng Tzyy Loon, CFA was with Kuwait Finance House as an analyst for retail risk & credit portfolio. He was in charge of analysing and identifying potential credit risk in the bank’s portfolio and make recommendations to the credit committee. He was previously a Senior Equity Analyst with CFRA Malaysia (formerly Standard & Poor’s Malaysia) from 2014 to 2017 and covered more than 40 APAC companies across various industries. Prior to that, he started off his fund side career with RHB Asset Management as an Equity Analyst & Account Manager from 2012 to 2014. He was with HSBC Bank and Alliance Bank prior to joining RHB Asset Management. He has more than 10 years of experience in the financial and capital markets industry.
Tan Cheng Wen covers areas in private markets, new ventures advisory and fund raising. He has over 4 years of experience in equity research, macro-research and corporate strategy services for strategic and commercial companies. He was formerly with Creador and Khazanah.
Puan Nurazlin binti A. Samad was the former Assistant General Manager of Securities Commission Malaysia (SC) with 23 years of experience in the capital markets and financial industry. During her time with SC, she spent 7 years in the Corporate Bonds & Investment Products Department. She was also the assistant head of the Take-overs & Mergers Department with over 13 years of experience. She started off her career with SC in the Corporate Affairs Department. Her wide-ranging experience in the capital markets specifically in the space of take-overs, mergers, corporate bonds and investment products equipped her with the necessary skills to provide unique strategic and market insights.
Ng Chi Hoong was formerly an Associate Director, Research at Affin Hwang Investment Bank. He is an experienced professional in the equity research industry with more than 11 years of experience, having covered numerous sectors such as oil & gas, utilities, gaming, consumer and many others. He has more than 14 years of experience in the capital market industry of which he has been a CMSRL holder since 2011.
Tan Jia Hui was formerly an Equity Analyst at AmInvestment Bank Berhad and Kenanga Investment Bank. She has over 4 years of experience in the capital market industry, covering equity research on more than 25 companies across consumer, technology and industrial sectors. Her primary focus is to initiate new stocks with solid fundamentals, demonstrating her ability to identify potential investments and expand coverage universe.
Alan Chang was the Head of Legal & Compliance of Toyota Capital Malaysia, a subsidiary of Toyota Financial Services Corporation (TFSC). Previously, he was a compliance manager in the AML/CFT Risk and Prevention department at OCBC Bank Malaysia. Prior to that, he worked in the Group Compliance Intelligence Unit with Ambank Berhad from 2017 to 2019, and the Financial Crime Compliance team with HSBC since 2016. He has over five years of experience in the compliance field in the financial industry. His primary focus is on financial crime compliance as well as regulatory risk.
Alfred Chin was previously with Kenanga in the role of fund accounting. He oversaw the daily valuation of unit trusts and preparation of fund reports, as well as the preparation of regulatory reporting. He has more than 5 years of experience in investment operations.