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Service you can count on
Helmed by a Relationship Manager, your team comprises of Wealth Experts and specialists in Investment, Insurance, Mortgage and SME to help you grow your wealth. Your team listens to understand your goals before customising your portfolio and reviewing it periodically as part of OCBC Bank Life Goals, our 3-step personalised financial management tool.
Our commitment to stay true to you by
Listening first
We listen first to understand your needs before delivering solutions that help you to get closer to your goals
Being simple and clear
We are simple and transparent in the entire financial planning process.
Meeting your needs, not just our targets
We deliver timely and tailored solutions.
Timely market insights from OCBC Wealth Panel
Timely advisory from market insights from OCBC Wealth Panel
You are supported by our team of leading wealth management experts from OCBC Group. With over 200 years of collective investment experience, OCBC Wealth Panel publishes timely market insights to help you grow your wealth. Their valuable insights are also shared with you through our website.
See latest insights
Carmen Lee
Head, OCBC Investment Research,
OCBC Bank
Carmen has over 20 years of experience analysing markets and listed companies. She was Head of Investment Research in several international brokerages before joining OCBC Bank. In 2007, OCBC Investment Research topped Starmine's earnings estimates category for mid-to-small-cap Singapore listed stocks.
Expertise: Equities
Eli Lee
Head of Investment Strategy,
Bank of Singapore
Eli Lee is Head of Investment Strategy at Bank of Singapore and he plays a central role in developing asset allocation and thematic strategies across global asset classes for the Bank. He is a key member of Bank of Singapore’s investment committee, which determines the Group’s overall investment strategy and direction. He also previously led the Special Situations Research team at OCBC Investment Research. As an investment thought leader, Eli’s independent perspectives are often sought after by international media, including the Wall Street Journal, Bloomberg and CNBC. With close to two decades of industry experience, Eli began his investment career at the Wellington Management Company in Boston. He graduated from Harvard University with an MA in statistics.
Expertise: Asset Allocation
Jean Chia
Head, Portfolio Management & Research Office,
Bank of Singapore
As Head of Portfolio Management & Research Office, Jean is responsible for the discretionary portfolio management, advisory portfolio management and the research teams at Bank of Singapore. Previously, she was Head of Equities Advisory Sales and Trading. Prior to Bank of Singapore, Jean was Head of Specialist Advisory, IPS at UBS AG and Head of Grassroots Research at Allianz Global Investors. Jean graduated with Masters in Philosophy, Politics and Economics from University of Oxford.
Expertise: Equities, Derivatives, Research and Portfolio Management
Mansoor Mohi-uddin
Chief Economist,
Bank of Singapore
As Chief Economist, Mansoor is responsible for Bank of Singapore’s macroeconomic forecasts. Previously, Mansoor was Macro Strategist and Head of FX Strategy at Royal Bank of Scotland and Global Head of FX Strategy at UBS AG in London, Zurich and Singapore. Mansoor holds a Bachelor’s and a Master’s degree in Economics from the London School of Economics.
Expertise: Macro-Economic Outlook
Selena Ling
Head, Treasury Research and Strategy,
OCBC Bank
Selena is responsible for treasury market research, forecasts, and trading recommendations. With 20 years of experience, she is sought after by the media for her expertise. Under her leadership, OCBC Bank’s research capabilities have been highly ranked in surveys and polls.
Expertise: Macro-Economic Outlook, Bonds
Tommy Xie
Head, Greater China Research,
OCBC Bank
Tommy heads the Greater China economic research team for OCBC Group. With over a decade of research experience, his views are regularly cited in both English and Chinese news wires. Besides being the bilingual regular commentator on the televised media in Singapore and China, he is also the columnist for a few top tier newswires in Greater China area. Tommy worked in the UK and China before moving to Singapore in 2007.
Expertise: Macroeconomic, Currency
Vasu Menon
Managing Director,
Investment Strategy,
Wealth Management Singapore,
OCBC Bank
Vasu has nearly 30 years of investment and wealth management experience. Well-known in the media and a sought-after speaker, he helps to formulate investment views and articles. He was Head of Investment Research at a reputed brokerage where he gained a strong reputation for picking small-cap stocks.
Expertise: Asset Allocation
