Profile:
Jolene is a Singaporean with more than 18 years of experience in the banking, finance and independent asset management industry. She is the Executive Director & Managing Partner of SingAlliance Pte Ltd, an independent asset management company which she co-founded in 2011. Prior to SingAlliance, she was a relationship manager at Bank Julius Baer where she was responsible for managing portfolios of HNW European clients as well as developing the IAM business as part of the PB International desk. She has also held similar client advisory & wealth management roles, servicing HNW Asian clients at ABN Amro Bank and OCBC Bank. Jolene is a Certified Trust & Estate Practitioner (TEP) and a member of the Institute of Banking & Finance (IBF) Private Banking & Family Office industry workgroup. She is also a senior member of the WMI Global-Asia Family Office Circle and currently serves as President of the Association of Independent Wealth Managers (AIWM) Singapore.
Articles
The latest articles from Jolene Tan
SingAlliance Managing Partner Jolene Tan on the Value of the ‘Pure’ EAM Model Singapore-headquartered independent wealth management group SingAlliance serves its HNW & UHNW clients and families from four international offices in Singapore, Hong Kong, Geneva and most recently, a representative office in Dubai, which opened in 2022 to bolster service capabilities in the region.....
May 18, 2023 Jolene Tan of SingAlliance May 18, 2023
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