BEN TAI, CFA, FCPA (Aust)

HEAD OF INVESTMENT SOLUTIONS

Ben Tai, Avallis Investments

Ben has over 25 years of experience in asset and wealth management, as well as investment banking, with expertise across multi-asset classes and business development in Southeast Asia, China, Hong Kong, and Taiwan. He previously held roles at Allianz Global Investors, UBS, Citibank, Merrill Lynch, and Lehman Brothers.

He has extensive knowledge of the Variable Capital Company (VCC) framework, covering fund setup, coordination with service providers, and review of legal and investment documents.

Ben holds a Master of Professional Accounting from The University of Queensland (Dean’s Commendation List) and a Master of Science (Environmental Management) from the National University of Singapore. He is a Chartered Financial Analyst and a Fellow CPA (Australia).

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