TITANS PRIVATE WEALTH

Meet Our Management Team

Our management team draws on years of industry experience to lead and inspire our client advisors to create value for our clients while building a successful career with us.

Founder and Principal Consultant

Alvin Cher

“What we do in life, echoes through our legacy”

Alvin is a veteran with over 20 years of experience in wealth management.He is an inspirational leader who mentors practitioners in developing their career in the financial industry. With over a decade of banking experience, Alvin amassed vast knowledge and experience in Investments, Insurance, Estate Planning and Risk Management.Alvin is passionate in grooming individuals towards excellence in the wealth management industry. Alvin believes that a true leader is to create more leaders, not followers.His greatest wish is to be the spark that ignites the passion in his people, to grow holistically and craft a fulfilling career in the wealth management industry.
Team Manager

Tony Lin

“Life is short, pursue and protect what is important to you.”

Tony is an award-winning senior client advisor with 16 years of experience in managing clients’ banking needs and wealth and handled a plethora of products such as unit trusts, fx trading, structured deposits, equity-linked notes, bonds, endowments, investment linked policies, universal life, premium and portfolio financing.He started his banking career at OCBC Bank as a Personal Financial Consultant in 2006 before moving on to Priority Banking in ANZ Bank. Thereafter he was a Senior Client Advisor with UOB Bank Privilege Reserve (North Asia) gaining experience in the offshore banking business.Tony joined Titans Private Wealth in October 2019 and has qualified for the Court of the Table (COT) award 2021 and 2022 since.He is currently a unit manager managing 6 advisers, as well as our Investment Lead, providing our Client Advisors with funds training, the latest market updates, house view on the overall investment climate and fund selection rationale.Tony enjoys mentoring and sharing his experience with people new to the financial industry. His clients appreciate his investment knowledge and sincerity in helping them make sound financial decisions and plans.Tony holds a Degree in Business Administration majoring in Marketing from RMIT University and assume the position of Assistant Vice President.Achievements and Accolades• Court of the Table 2021, 2022• Titans Club – 4 Stars Titan 2022
Team Manager

Elida Yong

“Imparting Lives, Impacting Society.”

Elida started her career in the financial services industry in 2012 with a life insurer. Her humble beginnings laid a solid foundation to her success today.Elida started her career from the ground up, helping people from all walks of lives to plan for their financial success. Today, her clients are mostly successful PMETs and business owners who entrust their protection and wealth planning needs in her good hands.With 10 years of insurance, investment and estate planning experience, Elida value-add to her clients’ financial planning needs with bespoke solutions that are effective, easy-to-manage and offers flexibility to restructure according to their life events.Elida is a leader that focuses on helping her team of consultants realise their full potential. She believes that being a financial planner is a life-long mission and attracts like-minded consultants to join her in imparting lives and impacting society.Achievements and Accolades• MDRT 2022• Titans Club – 2 Stars Titan 2022
Team Manager

Lionel Sing

“We only get one life, one chance to make it right!”

Having more than a decade of experience in wealth management and people development, Lionel has achieved great personal success and curated many top producers and award winners in his team.He is a firm believer that a leader must always lead by example. Lionel led the way of success for his people through sharing of his experiences and coaching to impart financial excellence.Lionel is an effective leader who is goal-oriented, supportive and most importantly, trusting. He believes in cultivating confidence and belief in his people towards the pursue of success.
Team Manager

Edgar Tan

“Be the best versions of ourselves or be nothing at all.”

With over 8 years of experience in the finance industry, Edgar has strong capabilities in helping his clients with Wealth Management, Investment and Insurance solutions.He joined Titans Private Wealth since its establishment. Today, Edgar is a team manager managing and mentoring a team of high performing Client Advisors. He is also our Top Team Manager for 2021.Edgar believes strongly in empowering others and helping individuals to achieve the best version of themselves. Besides coaching Client Advisors to achieve excellence in their career, Edgar is also sensitive and caring leader who cares for the well-being of his team.As an experienced Client Advisor himself, Edgar has helped over 100 clients from working professionals to business owners and retirees achieve their financial goals.Achievements and Accolades• Top Team Manager 2021• Titans Rising Star 2021, 2020, 2019
Brand & Marketing Communications | Client Advisor

Dexter Bouw

“Be comfortable with being uncomfortable.”

With over 15 years of experience in the finance industry, Dexter worked through the ranks and across departments, giving him a significant edge over industry peers. He amasses knowledge from client servicing and corporate business sales to customer proposition and digital marketing.He joined Titans Private Wealth as a Client Advisor during the height of the COVID-19 pandemic and just 4 months into his tenure, he was awarded Titans Rising Star 2020. Dexter finds joy when his clients benefit from his financial advice. He devotes most of his time to understand his clients well to tailor customised solutions for each of them.Honing his skills in brand and marketing, Dexter single-handedly established the brand image and positioning for Titans Private Wealth. He also looks after customer segmentation and propositions as well as strategizing and executing sales and marketing campaigns.Dexter enjoys challenges and strongly believes that the formula to growth and success is to be comfortable with being uncomfortable.Achievements and Accolades• Titans Club – Rising Star 2020

Award Winning Client Advisors

Our experienced and knowledgeable Client Advisors are dedicated to helping you achieve your financial goals and aspirations.

TOP OF THE TABLE ACHIEVERS

Joycelyn Yan

Sales Director

Joycelyn is undoubtedly one of our top advisors. Her strong performance is built upon years of banking experience and extensive knowledge in financial instruments and wealth management.Integrity is Joycelyn’s secret to success. It is the sole key value she holds since the first day she started her wealth management career. Joycelyn genuinely cares for the well-being of her clients, putting their needs ahead of her own interests. She meticulously plans for her clients, ensuring that their welfare is taken care of.Joycelyn devotes her whole heart in helping her clients, and her sincerity is reciprocated with their trust. Many of her clients have been with her for many years as they know that Joycelyn gives them the best advice and service that benefit them and their family.Outside of the office, Joycelyn enjoys a game or two of tennis or you might spot her engaging in retail therapy along Orchard Road to unwind.Achievements and Accolades• Top of the Table 2020, 2023• Court of the Table 2021, 2022• Titans Club – 4 Stars Titan 2020, 2021, 2022

Sharon Lee

Sales Director

Hails from a small town in Malaysia, Sharon came across as sincere, kind and vivacious.She qualified for Top of the Table award in just 6 months since joining Titans Private Wealth – a remarkable performance that few in the industry has achieved. Sharon has consistently been a top performer throughout her 18 years in the wealth management industry. Her secret to success is her determination to give her best in every role that she undertakes.Sharon has won the trust and hearts of her clients with her kindness, sincerity and cheerful disposition. Her candour with which she shared her experience of losing her mother due to cancer has touched many of her clients’ hearts.Her experience had also led her to care deeply about the well-being of her clients. “Nobody wakes up and say I want to buy an insurance today until it’s a bit too late therefore our roles is important”. Sharon believes that one has nothing to fear and can live with no regrets if they have everything well planned out.Being a true-blue Malaysian girl, Sharon loves to cook and believes that good food is what bring people together.Achievements and Accolades• Top of the Table 2022• Titans Club – 4 Stars Titan 2022

Zhang Yule

Sales Director

“Do your best in whatever.” – Adherence to this philosophy has shaped Yule to be an outstanding client advisor.With 10 years of financial industry experience, Yule amasses a vast network of both onshore and offshore clients. She began her financial services career as a Relationship Manager at UOB servicing Singaporean clients. Prior to joining Titans Private Wealth, she was a Relationship Manager at Standard Chartered Bank servicing international clients in the offshore market. Her affable persona and strong interpersonal skills have allowed her to build strong connections with many of her clients.Yule loves reading biographies. She feels that understanding people through their experiences and well-being helps her to understand her clients better.She also enjoys exercising. To her, it is a form of relaxation and it also trains her body and mind to stay focused during the day.Achievements and Accolades• Top of the Table 2023• MDRT 2021• Titans Club – 4 Stars Titan 2021

COURT OF THE TABLE ACHIEVERS

Amanda Goh

Sales Director

With more than 16 years in the banking industry, Amanda’s success is built upon years of helping her clients manage and grow their wealth.By putting her clients’ interests before her own, Amanda’s clients trust her wholeheartedly. They know that she will do her best to plan and manage their wealth according to their needs and circumstance.Amanda has achieved Court of the Table award in just 3 months since joining Titans Private Wealth, a remarkable feat even for seasoned practitioners in the industry. Her motivation behind her success is her family which includes her two young daughters.Amanda is equally driven outside of work. She also runs and manages her online bakery serving delectable cakes and cookies. Amanda also owns an online store that sells quality children’s clothes at affordable price to Singaporean moms.Amanda holds a Bachelor’s degree in Psychology and Theatre Studies from National University of Singapore and is also a qualified associate financial planner from FPAS.Achievements and Accolades• Court of the Table 2022, 2023• Titans Club – 4 Stars Titan 2022

Benjamin Tay

Sales Director

Benjamin brings to the table more than 10 years of industry experience.Prior to joining Titans Private Wealth, he was with various banks, where he gained expertise in Wealth Management and Retail Financial Services. Over the years, he has been advising and assisting valued clients for their personal and family Financial Planning and Investment Solutions.Out of the office, Ben is a keen sportsman who craves new challenges. An avid hockey player, he also ties his passion in outdoor activities and music. He also has a keen interest in Anthropology and Metallurgy.Benjamin holds a Bachelor of Arts Degree, Advanced Wealth Management Programme and various Financial Industry Related Qualifications.Achievements and Accolades• Court of the Table 2021, 2022• Titans Club – 4 Stars Titan 2021, 2022

Justin Kan

Sales Director

Having been in the financial industry for the past 12 years, Justin has helped many of his clients with their protection and wealth planning needs. Being a certified FPAS Associate Wealth Planner, Justin is also equipped with the skillset to curate personalized and in-depth financial planning for many of his clients.Justin left his previous job at the bank to join Titans Private Wealth as he wanted to explore helping his clients better through active wealth management and estate planning. He believes that good financial planning requires building a solid long term relationship with his clients, and that can only be achieved through open communication and understanding his clients better.Outside of his job, Justin enjoys travelling and has a keen interest in film-making.

Natasha Sathyamoorthi

Sales Director

With over 18 years of sales and client services experience in the insurance and banking industries, Natasha’s core capabilities are in business and client relationship development.With a sound knowledge of regulatory and compliance frameworks within the insurance and investments industries in Singapore, she has added much value to the wealth management experience of clients, advisors and management teams of banks, insurance companies and brokerages in Singapore.Starting off as Relationship Manager for regional and local brokerages and for banks such as Citibank, ANZ and ICICI in Singapore, her last role at Zurich was that of a Sales and Business Development Manager for the same channels. Prior to that she has worked with Singapore Airlines, OCBC, Aon Hewitt, and HSBC and joined Titans Private Wealth in 2019 to use her knowledge and expertise in the protection and investment space.Out of the office, Natasha is a single mum to 3 boys and loves travelling, cooking, reading, fashion and interior decorating. One of her favourite quotes is “Elegance is when the inside is as beautiful as the outside’ by Coco Chanel.Achievements and Accolades• Court of the Table 2022• MDRT 2021• Titans Club – 4 Stars Titan 2022

MILLION DOLLAR ROUND TABLE ACHIEVERS

Angie Tan

Sales Director

Angie is an ex-private banker, having over 30 years of experience managing relationships with both local and overseas clients.Her financial career began in 1979, with extensive experience with OCBC, Societe Generale, NAB, Bank of Montreal. She has in-depth knowledge of products such as foreign exchange, money market products, dual currency investment, structured investments, bonds, endowments, investment linked policies, Universal life, premium & portfolio financing and mortgage lending for both local and overseas property purchases.She joined Titans Private Wealth in Dec 2020 and have qualified for the Million Dollar Round Table (MDRT) award 2022 since.She is able to partner with customers and their families to provide highly personalized and wealth management solutions tailored to their individual needs. Her clients appreciate her patience and sincerity in helping them to make a sound financial decisions and plans.Angie loves to play tennis, swimming, zumba and nature walks. She enjoys networking, trying new food, and going for holidays to destress.Achievements and Accolades• MDRT 2022

June Ang

Sales Director

June is an award-winning client advisor. She had worked in international banks like Credit Suisse, Standard Chartered Bank and HSBC in both Singapore and Hong Kong. Her vast experience, network and resources has been ensuring prolific success in the wealth management industry.June is qualified and regulated in Singapore (IBF), Hong Kong (SFC) and the UK (CISI). This allows her to optimise solutions for international clients by diversifying assets across regions and asset classes.Outside of work, June enjoys sports such as competitive netball, tennis, cross fit, and personal training. Always being inquisitive and striving to go beyond, personal development is utmost vital to her. She is an avid reader, traveller, loves adventure and challenges. Being once awarded top 1% of Australian Mathematics competition, she enjoys solving challenging math quizzes for fun.June believes that sustainability and longevity of relationships are core to her business and personal life.June holds an Honours degree from UOL London School of Economics, Banking and Finance.Achievements and Accolades• MDRT 2023

Daphne Ng

Sales Director

Daphne is a wealth management professional with more than 13 years of experience managing client relationships during her past stints in both local and foreign banks. Her financial career began as a Personal Financial Consultant in 2006 with Standard Chartered Bank, before moving on to ANZ Priority Banking, CitiGold and UOB Privilege Reserve serving the high-net-worth clientele.She is highly conversant and well versed in various investment solutions such as Unit Trust, Dual Currency Investment, Structured notes, Bonds, FX, Portfolio Financing as well as Estate Planning through insurance solutions such as Life Protection, Endowment, Investment Linked Plans, Universal life & Premium Financing.She joined Titans Private Wealth in February 2022. She believes that with her strong client relationships, knowledge of the financial industry and investment/insurance solutions would help her make the move to Manulife Financial Advisers a fruitful one. She has since qualified for the Million Dollar Round Table (MDRT) award 2023.“Good client relationships make me feel like a true partner to my clients where they trust and listen to me. My clients appreciate my sincerity in helping them and their families with making suitable financial decisions. This gives me great satisfaction knowing that I have make a positive impact to their financial planning journey.”Daphne loves spending her quiet times reading, listening to music, swimming and going for holidays with her family. Success to her is not just about making a good living. Having a fulfilling family life and being able to make a meaning contribution to society are equally important to her.Achievements and Accolades• MDRT 2023

Kelvin Koay

Sales Director

Kelvin has been in the wealth management industry for more than 13 years serving High-Net-Worth individuals in offshore markets. Some of the banks that he worked in include ANZ, HSBC, Standard Chartered and Julius Baer. As a wealth management professional, Kelvin is proficient in Investment Advisory, Protection and Legacy planning.Out of the office, Kelvin enjoys spending time with his kids and watching movies with them. He is also an avid fan of gourmet burgers and he often goes on a hunt to search for the ultimate burger.Kelvin holds a degree in Real Estate from the National University of Singapore and he is a proud Alumni of Anglo Chinese School, having studied there from Primary to Junior College. His boys are now following his footsteps and have been successfully enrolled into Anglo Chinese Primary.