aggregate asset management
"None of us is as smart as all of us"
"You need a little bit of insanity to do great things"
Professor Kishore Mahbubani, Chairman and Non-Executive Director
A student of philosophy and history, Professor Kishore Mahbubani is the Dean of the Lee Kuan Yew School of Public Policy of the National University of Singapore. Concurrently, Prof Mahbubani serves in the Boards and Councils of institutions around the world, including the Yale President's Council on International Activities (PCIA), University of Bocconi International Advisory Committee, and as Chairman of the Lee Kuan Yew World City Prize Nominating Committee. Before that, he enjoyed a long career with the Singapore Foreign Service from 1971 to 2004. He had postings in Cambodia (where he served during the war in 1973-74), Malaysia, Washington DC and New York, where he served two stints as Singapore’s Ambassador to the UN and as President of the UN Security Council in January 2001 and May 2002. He was Permanent Secretary at the Foreign Ministry from 1993 to 1998.
Wong Seak Eng FCCA, CA (M), Fund Manager, Executive Director
Wong has more than 15 years of experience in auditing, accounting, taxation and investment research and management. He was a tax associate and auditor with KPMG Malaysia and Ernst and Young Singapore. His experience includes auditing listed companies on the stock exchange of Singapore and complex business transactions such as IPOs, RTOs and M&A. His last position before co-founding Aggregate Asset Management in 2012 was with a local boutique investment management firm where he co-managed investments for high net worth individuals and a sovereign investment fund.
Kevin Tok, Executive Director
Kevin is responsible for marketing, client acquisition and client relations. He has extensive experience in financial planning and marketing of financial products, after having spend 20 years with AIA as a District Director prior to co-founding Aggregate Asset Management. Kevin understands the concerns of individuals in the area of estate planning and wealth transfer.
Kevin is a Chartered Financial Consultant (ChFC) and Certified Financial Planner (CFP). He graduated from Nanyang Technology University with a degree in Business specializing in Insurance. His early school years were at The Chinese High School and Raffles Junior College.
Eric Kong, Fund Manager, Executive Director
Eric has more than 15 years experience in fund management. His previous work experience includes the Ministry of Defence, Motorola, Citibank and United Overseas Bank before he founded Aggregate Asset Management. He earned his BSc in Computer Science from the National University of Singapore and completed his CFA Charter in 2002.
Jean Ho, Senior Client Service Manager
Jean is a Bachelor of Arts graduate from NUS. Prior to joining Aggregate Asset Management, she was in the financial services industry for more than 15 years. She is a Chartered Financial Consultant (ChFC) and is adept at insurance and financial planning, and had represented major insurance companies such as AIA and Manulife.
Lam Ji Ming, Client Service Manager
Ji Ming is a Bachelor of Science (Hons) graduate from NUS. He has passed CFA Level 3. Prior to joining Aggregate Asset Management, he was an investment analyst with a family office researching global stocks primarily in the consumer and healthcare sectors. And in another life prior to that, he was a pharmaceutical executive having spent time in the healthcare industry with companies like GSK, AstraZeneca. He had responsibilities in sales, product management and business development.
Jenny Teo, Client Service Manager
Jenny brings a great deal of versatility through her 15 years of working experience, She was previously with Motorola, Boeing & Munich Reinsurance.
Liana Janti, Finance and Admin Manager
Liana has more than 14 years of working experience in accounting, finance and auditing across many industries. Among the industries that she had worked in include banking, nickel mining and rubber planting. She started her career as a Junior Auditor at the accounting firm, Amir Abadi Jusuf & Aryanto, which is a member firm of RSM International. Subsequently, she worked as a Senior Auditor at Prasetio, Sarwoko & Sandjaja - a member firm of Ernst & Young (E&Y). Her current responsibilities in Aggregate Asset Management include managing accounts, financial reporting and compliance.
Maggie Wong, Accounts and Admin Executive
Maggie has more than 10 years of experience in accounting and administrative works across different industries. At Aggregate Asset Management she is responsible for preparing company accounts and financial reports as well as general administrative duties.
Serena Kow, Client Service Executive
Serena worked at a fund management company for six years before joining Aggregate Asset Management. She brings her experiences in various administrative roles from various industries like electronics, oil & gas, hospitality and banking.
Belfort Tan, Investment Analyst
Graduated from University of London in Accounting and Finance. In university, he has learned several modules such as valuations and securities analysis and is keen to put his theory knowledge to practical use. Belfort is also a person with tons of interests. These include coding, investing, physics, life sciences and badminton. In AAM, he is responsible for updating portfolio valuation, company result updates and stock recommendation.
Oh Aaron, Investment Analyst
Aaron has a degree in Economics and Finance. He is responsible for equities research and portfolio valuation analysis. Investing, reading, eating and outdoor adventures are his passions. He generally likes to keep a low-profile.
His life motto comes from a quote by Benjamin Graham. "Without a saving faith in the future, no one would ever invest at all. To be an investor, you must believe in a better tomorrow."
Woon Huei Chai, Quant Analyst
Woon Huei is responsible for quantitative research at AAM. Prior to joining AAM, Woon Huei has more than 5 years of experience in quantitative research, data analytics and software development. Woon Huei is currently a PhD candidate in Computer Science in NTU. He earned his Bachelor of Eng (First Class Honours) in 2009 with two-year dean’s listed student certificates.
During his younger days, he achieved two awards in national mathematics Olympiad (Senior High School Level) and national physics competition (Pre-University Level) in Malaysia.