Ability
Objectivity
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.
BBA，CLU，ChFC，CFA Principal Partner and Head, Investment Advisory
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.
Chief Investment Officer Investment Advisory
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.
Senior Manager, Investment Advisory
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
Senior Investment Analyst
As a Senior Investment Analyst, Gerald is directly involved in the day-to-day management of discretionary portfolios, engaging in strategic and tactical asset allocations. Prior to joining Avallis, Gerald worked as a client advisor in a retail banking division providing Wealth Management services to High Net Worth and affluent clients in areas of advisory including equities, bonds, foreign exchange markets, commodities, unit trust, structured products and derivatives such as options, while also possessing experience in trading futures across all 4 asset classes.
Apart from portfolio management, Gerald serves also as an auxiliary support to Relationship Managers and clients in providing trade idea generation, timely market updates, as well as deep macro analyses.
Gerald has a degree in Business Management from Singapore Institute of Management and is currently pursuing his CFA Level 2.
Senior Investment Analyst
Gerald has a Banking & Finance bachelor’s degree from University of London (UOL) and is currently pursuing the Charter Financial Analyst (CFA) charter. He has prior experience as a financial adviser and a Foreign Exchange technical trader
With the current experience in managing investment portfolios for High Net Worth individuals and family offices together with the CIO, he deploys a top-down approach, incorporating geographic allocation, sector rotation, and thematic strategies to generate active returns with extensive risk management across all asset types.
Additionally, his experience trading in the Foreign Exchange market using technicial analysis has substantially aided his trading execution timing in portfolio management.
Investment Analyst
Ariel, as an investment analyst with years of relationship management background, consistently excels in both the art of investment portfolio management and nurturing high-net worth client relationships.
His unique skill in building deep, meaningful connections with clients and prospects empowers him to craft resilient investment portfolios, while proactively managing clients’ expectations.
This unique ability serves as the cornerstone of his success, enabling him to consistently deliver outstanding results for his portfolios.