Jon has been with the wealth management business since 2007. His career began in OCBC and he later spent most of his banking career in Citibank managing the wealth of Affulent/ High Networth clients. The years of banking experience equipped him with the knowledge of a wide range of sophesitcated investment products. He joined iFast in 2016 as an Assistant Director where he manages close to $15 Million assets under management. Jon provides advice and creates tailored portfolios using data-driven,fundamental and technical analysis.
"We apply both quantitative and qualitative methodologies in selecting the best-in-class funds/ ETFs and create the optimal portfolio for our investors. iFast as a platform has allowed us advisers in providing non-biased advice and recommendations while leveraging on technology and access to a universe of funds/ ETFs/ stocks. This places us as advisers on the same team as our clients where we aim for a win-win scenario!"
iFAST Global Markets (iGM) is the wealth advisory arm of iFAST Corporation Ltd (iFAST Corp). Incorporated in the year 2000 in Singapore and listed on the SGX-Mainboard in December 2014, iFAST Corp is also present in Hong Kong, Malaysia, China and India. Through the years, the Group has built a well-established Fintech ecosystem spanning across its product providers, its B2B and the emerging Business-to-Business-to-Consumer (B2B2C) divisions, as well as its B2C customers.
At iGM, we acknowledge the diversity of each client’s specific wealth management needs, and have brought together the necessary technology, products, and investment and advisory capabilities to provide a complete wealth advisory solution for clients. Our team of in-house wealth advisers are dedicated to the vision of providing transparent, ethical and suitable advice, with a focus on aligning values and practice standards to embody the firm’s mission statement “to help investors around the world invest globally and profitably”.
To earn the trust of clients, our advisers are advocates of commission transparency and fee-based advisory, which goes hand-in-hand with the use of core investment products (stocks, bonds, unit trusts and ETFs) with clear risk-reward outcomes coupled with simple insurance solutions to build long-term wealth for clients. As part of the broader iFAST Fintech ecosystem, both iGM wealth advisers and clients are appropriately empowered by technology, which means access to innovative solutions like Bond Express (bonds in small lot sizes), discretionary portfolio management services, portfolio financing and our in-house developed mobile applications. With the recently-launched iGM mobile app, iGM wealth advisers can now service both DIY clients and adviser-assisted clients in a single client-adviser relationship, ensuring that clients who want the investment flexibility of a DIY investment account continue to receive holistic advice.
Visit www.ifastgm.com.sg to find out more.