Our name Avallis is inspired by a long-established Asian language reflective of our roots – the Sanskrit. The word signifies trust, confidence, protection and growth, all of which are core values that are embodied in our DNA. Having built our shared linage with Avallis Financial, Avallis Investments continues to evolve and nourish our presence in the high-net worth wealth management investment scene.
Isaac heads the Investment Advisory Services team, the hub of investment planning and execution for the firm. Leveraging Avallis Financial’s proprietary investment management software, Isaac and his team deliver insightful investment recommendations upheld by a combined depth of experience in financial markets.
Isaac graduated from the National University of Singapore with a degree in Business Administration, and is a Chartered Life Underwriter and Chartered Financial Consultant from The American College. He is also a Charter Holder of the Chartered Financial Analyst designation from the CFA Institute and a member of CFA Institute Singapore.
Alvin has over 30 years of investment experience, managing funds for sovereign wealth funds, institutions, private companies and high net worth individuals. Institutions he has worked for include the Government of Singapore Investment Corporation, American Express Asset Management, UBS AG, and OCBC Private Bank.
In 2000, he co-founded several VC funds anchored by major government institutions, including TIF Ventures (Singapore Economic Development Board) and Khazanah Berhad (investment arm of the Malaysian government). He has held the CFA charter since 1994 and remains active in academic circles and lectures on Investment Management, Banking & Finance and selected global issues at University College of London and the University of London.
Nessie oversees the Investment Advisory Services of Avallis Financial and is involved in the planning and implementation of the Investment Advisory strategies which includes analysing investment products, product selection as well as portfolio creation.
Previously, Nessie was involved in the development of the Certified Financial Planner™, CFP® Certification Education Program for the Financial Planning Association of Singapore (FPAS). Nessie graduated from Nanyang Technological University with a Bachelor of Business and has completed the CFP® Certification Education Program
Karmen provides business support and covers financial analysis to both external asset management and portfolio fund management. Karmen started her career as an Assistant Accountant in a Malaysian listed company and was later as an Account Assistant Manager in one of its subsidiaries in Singapore. Her academic and professional credentials include Association of Chartered Certified Accountants (ACCA), Master of Science in Professional Accountancy and is now pursuing Chartered Financial Analyst (CFA).
Anna attended the National University of Singapore from 2017 to 2020 majoring in Business Administration, with a specialisation in the finance track. She attended IE Business School to study the European financial markets in Spain in 2019. Her university studies were focused on technical skills such as financial modelling, Python and investment analysis. Upon graduation, she joined Avallis Investments in March 2021 as a fresh graduate and is now pursuing the Chartered Financial Analyst (CFA) certification.
Gerald has prior experience trading in the Foreign Exchange market, employing extensive technical analysis on price pattern-related strategies. He also incorporates a top-down fundamental approach across major asset classes to provide optimal investment solutions during his time as a financial adviser. As part of the team, Gerald uses his fundamental and technical analysis skills to time market entries and exits in the portfolio management process. He is currently pursuing the Charter Financial Analyst (CFA) charter.