About Roy
Originally an engineer, Roy took his MBA in Finance in 1992, at Imperial College London. Entering the corporate arena, he was involved in several corporate acquisitions, and served as director for two company stock-market listings. He was also managing director of a national ISP in the UK, guiding its post-acquisition turn-around. Subsequently moving into private wealth management, he enjoys building long-term working relationships with clients worldwide. Roy spent twenty years working in various countries in Asia, including seven years in Singapore as a licenced financial practitioner. He was delighted to receive the award of Singapore's 'Best Financial Planner' in 2018 by the Financial Planning Association.
Roy holds financial qualifications from UK, Singapore and USA. True to his technical background, as a ‘financial engineer’ he brings attention to detail, broad expertise, and analytical skills to wealth management. He’s also an enthusiastic communicator, and enjoys helping clients improve their knowledge and understanding of investment matters.
Qualifications
- Singapore College of Insurance - Exams M5, M8, M9 & HI
- CISI - International Certificate In Wealth Management
- NASAA Series 65 – Uniform Investment Adviser Law Exam
