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In 2001, he developed the concept of wealth management by combining insurance and investment needs in a new start-up called "The Wealth Management Group" ensconced in the stockbroking firm where he was an Executive Director. He grew the business from scratch to over 150 financial advisor representatives and obtained an asset management licence in 2003, growing AUM from zero to over US$350 million by 2007.
Through many market booms and busts including the 1997/1998 Asian Financial Crisis and the 2007/2008 Global Financial Crisis, he became convinced that the alpha style chase for returns was limited as markets became more correlated through a flatter financial information landscape brought about by the internet. Exchange traded securities became less "nationalistic" as globalization accelerated while digital technologies made liquidity the key differentiator of where investors gather. The real need was to manage risks before chasing returns. This required tracking vast amounts of data which was beyond the human realm.
In insurance, he saw plenty of risk data, but none were real time. In healthcare, he saw how costs could have been avoided had intervention taken place earlier to reduce or transfer risks. He saw how costs were bloated due to human inefficiencies and the lack of data transparency. In 2014, he was asked to turn around an insurance business. Together with the incumbent team, the business saw record profits and was acquired by FWD Group, the insurance arm of the Pacific Century private investment group in 2016, whereupon he was asked by FWD to leverage his experience to develop digital wealth management capabilities.
We are an experienced professional investment team, led by seasoned corporate entrepreneurs
Angel investor group led by the Founder comprising seasoned corporate executives & high net worth individuals.
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Read moreFounder & CEO
Victor has over 25 years' cross industry experience in investments, insurance and healthcare. A corporate entrepreneur, he has transformed and turned around several businesses to profitability.
He founded the Wealth Management Group in 2001 and built up the AUM from zero to over US$350m within four years.
A Colombo Plan Scholar, he worked for the Government of Singapore before venturing into the private sector where he held leadership positions in stockbroking, wealth management, private banking, health insurance and digital businesses, including online investing, e-procurement and digital payment/ billing networks.
Director & Technology Advisor
Yudong brings deep experience to PIVOT with his role as CEO of POLARIS in China, the digital wealth-management and robo-advisory unit of PINTEC Group.
He has over 10 years' experience in wealth management and financial product development.
Yudong was previously product & investment strategy director at Standard Chartered Bank (China), as well as marketing & product director at Citibank (Singapore).
He has a Bachelor degree in Computer Science and a Masters degree in Economics from the National University of Singapore.
Computational Finance Strategist
Dr. Yuan has over 30 years of experience in finance and technology. With over 16 years of experience as a securities trader, research director and investment portfolio manager, Dr. Yuan has held various roles in global firms such as Intel and Apple and in the Singapore Government’s Agency for Science, Technology and Research (AStar).
Dr Yuan obtained his Ph.D. at the National University of Singapore where his research focus was in the field of Computational Finance. He also has a Master’s degree from the Chinese Academy of Sciences and Bachelor’s degree in Science (Physics) from the Beijing Normal University.
Having authored over 20 journal publications internationally, Dr. Yuan is an expert in predictive volatility which is the source of investment performance. A holder of 8 US patents, Dr. Yuan has extensive knowledge in mathematics, statistics, computer technology and programming which are applied to financial modelling and behavioural sciences.
Portfolio Manager
Christopher is a serial entrepreneur and seasoned trader with over two decades of experience in the technology sector, having founded and sold multiple companies, including Pendulab, a web-based collaboration software company, which counted numerous Fortune 500 companies as one its key clients, Viwawa, Southeast Asia’s largest casual gaming platform and Softpay Mobile, Vietnam’s largest mobile point-of-sale company.
Christopher has been able to consistently identify trends and shifts in technology, having been a first mover both in digital collaboration tools as well as mobile payments, he harnesses that foresight to identify investment potential well before such technology becomes mainstream.
Applying his depth of experience to cryptocurrencies, Christopher understands the technology that underpins this nascent asset class, recognizing value in the underlying blockchains and gleaning insight into their potential applications.
Christopher holds a bachelor’s degree in Science, specializing in Computing and Information Science, from the National University of Singapore.
Portfolio Manager
Patrick is a lawyer and was appointed as an Advocate and Solicitor of the Supreme Court of Singapore in 2005. Specializing in blockchain technology law, he has practiced with top blockchain technology law firms and was an early investor in Bitcoin.
Early in the development of cryptocurrencies, Patrick deployed statistical arbitrage and market making algorithms to profit from inefficiencies inherent in cryptocurrency markets, before employing more sophisticated strategies to generate market agnostic returns.
A prolific writer, Patrick is regularly quoted by major cryptocurrency media and is a featured speaker at a variety of wealth management and cryptocurrency events, he has also written a book on China and digital assets.
Consultant, Systems & Technology
Johnny has more than 14 years of information technology and web applications development and project management experience. Over the years, he has implemented numerous projects for both big and small companies. Johnny has a Bachelor of Science degree from the National University of Singapore. Apart from his professional passion in technology, he has been active in community service since 1995.
Business Risk & Compliance
Richard has over 24 years financial experience in Singapore covering risk & compliance, operations, financial advisory, fund management and investment research. He has served institutional, high net worth and retail clients in both investment management and digital advisory services, as well as serving on various investment committees over the years.
He has a strong understanding of fund administration, having set-up operations of inaugural unit trusts for two financial institutions. Richard played a key role in building up AUM at a wealth management unit of a Singapore-based bank. As an investment manager, Richard has delivered respectable risk adjusted returns in challenging periods for multi-asset discretional portfolios over 10 years.
Richard graduated from Sheridan College in Canada, majoring in Business Administration. He has obtained certifications with multiple institutions, including International Compliance Training Academy, University of Southern Queensland, Institute of Banking & Finance, Singapore College of Insurance and completed CFA Level II with the CFA Institute.
PIVOT Fintech Pte. Ltd. (201716150D) operates a digital investment management service for end-consumers branded as "SqSave", and holds a Capital Markets Services licence (CMS100806) regulated by the Monetary Authority of Singapore.
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