我們的名字 Avallis 源自於梵文，一個反映了亞裔血統根源的亞洲語言。它象徵信任、自信、保護，同時也意涵著成長與進化。這些品格是流淌在我們的DNA中的核心價值觀。隨同同品牌的Avallis Financial一同建立了共同的基石后，Avallis Investments持續發展並鞏固我們在高淨值財富管理投資領域中的一席之地。
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
Merissa is actively involved in the portfolio management function, wherein she does capital market research to form top-down views for tactical asset allocation and bottom-up analysis for active stockpicking. She works closely with relationship managers and product specialists to develop lucrative trading ideas and provides support in the onboarding of key partnerships. Merissa has experience in providing investment consulting services to institutional clients on areas such as asset allocation, fund selection and portfolio monitoring. She graduated from Nanyang Technological University with a degree in Business Administration (specialising in Actuarial Science) and is currently pursuing the Chartered Financial Analyst (“CFA”) charter.
Anna attended the National University of Singapore, majoring in Business Administration with a specialisation in the finance track. She also attended IE Business School in Spain to study the European financial markets in 2019. Her university training was focused on quantitative financial skills such as financial modelling, Python and portfolio analysis. She joined Avallis Investments as a fresh graduate in March 2021 and has since completed all relevant licensing examinations. She is currently 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.