客 觀
專 業
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.
Dear Valued Clients,
We hope this message finds you well. We wanted to bring a concerning matter to your attention. It has come to our notice that an imposter has created a fake Facebook, Whatsapp, Telegram, Instagram and Website (avacllinv.com) with our corporate branding, attempting to impersonate our company Avallis Investments.
The fake Avallis Investments page claims to sell a get-rich-quick Avallis AI Automated Investing Scheme which is Syariah compliant. When you click on the links on their page, it takes you to a whatsapp page under the name “Ultimate Trading Advisery”.
Please note that our company Avallis Investments does not sell such products. We are in no way related to the company “Ultimate Trading Advisery”.
We want to ensure your financial well-being and protect you from such scams. Here are some important points to consider:
1) Verify the legitimacy: Always verify the authenticity of any investment opportunity before proceeding. Ensure the company is registered with the relevant regulatory authorities (i.e MAS or SGX) and has a solid reputation in the industry. Don’t hesitate to reach out to us directly to confirm any claims made on our behalf.
2) Be cautious of unsolicited offers: Be wary of unsolicited investment offers that promise guaranteed high returns or pressure you for immediate action. Legitimate investment opportunities require thorough research and careful consideration. Take your time and consult with trusted financial advisers.
3) Conduct due diligence: Before investing, conduct thorough research on the company, its management team, and its track record. Look for any red flags such as unverifiable claims, lack of transparency, or inconsistent information.
4) Protect your personal information: Never disclose sensitive personal or financial information to unknown individuals or companies. Legitimate investment firms will never ask for your I/C number, bank account details, or passwords via unsolicited calls, email or whatsapp.
5) Report suspicious activities: If you encounter any suspicious investment schemes or believe someone is impersonating Avallis Investments, please report it immediately to the appropriate authorities. By doing so, you can help protect others from falling victim to scams.
6) Do not click on any suspicious links: Refrain from clicking on any unfamiliar whatsapp links to prevent your identity from being stolen.
Remember, your financial security is our top priority. We are committed to providing you with reliable advice and protecting you from fraudulent activities. If you have any concerns or questions, please don’t hesitate to reach out to us directly at T: +65 6532 2202.
Stay vigilant, stay informed, and together, we can safeguard our community from investment scams.
Sincerely,
Best regards,
The Management
Avallis Investments Pte Ltd