Earlier this week, Singapore-headquartered digital wealth management service provider Endowus confirmed that it had appointed Wei Mei Tan as its Chief Advisory Officer.
In her role at Endowus, Wei Mei will be expected to lead strategic initiatives in order to accelerate the company’s ongoing growth while providing leadership and guidance in curating the advisory and investment solutions that are offered to customers across all key market segments.
As a key member of Endowus’ Investment Committee, Wei Mei will be tasked with supporting various portfolio strategies and fund selection processes.
With more than 2 decades of financial markets experience, Wei Mei brings to Endowus a solid background in managing and expanding online advisory platforms and investment strategies, having occupied senior management positions at some of the world’s leading private banks.
Recently, she was serving as MD at Deutsche Bank as the Global Co-Head of Advisory & Investment Solutions, where she was focused on supporting the institution’s dbXpert wealth advisory solutions.
While working at Credit Suisse, Wei Mei was the APAC Head of Portfolio Solutions and successfully managed to deploy CS Invest. Wei Mei also worked for around 6 years at UBS Wealth Management where she served as the APAC Head of Mandate Specialists. She has a lot of experience advising ultra-high net worth clients or UHNWIs (or people with at least $30 million net worth) on asset allocation and portfolio construction strategies.
Wei Mei is notably a Harvard Business School graduate and has also earned qualifications from the prestigious Nanyang Technological University. She’s a Temasek scholar and possesses Chartered Financial Analyst (CFA), Chartered Accountant (CA), and Chartered Alternative Investment Analyst (CAIA) designations. She’s also an Adjunct Lecturer at the Nanyang Technological University.
Her appointment has been announced soon after Endowus acquired SGD 23 million in capital from Lightspeed Venture Partners and Softbank Ventures Asia.
Samuel Rhee, Chairman and Chief Investment Officer at Endowus, stated:
“As an industry veteran, I believe her wealth of experience in client advisory and investment solutions will be essential in our next stage of growth and in meeting the needs of our clients. Endowus is expanding its range of client solutions and bringing onboard new best-in-class fund products across various asset classes, and Wei Mei’s expertise will contribute to our clients finding more solutions suitable to their investment needs.”