Brian has over two decades of experience in private banking and wealth management, advising high-net-worth and ultra-high-net-worth clients on complex investment and portfolio decisions. His approach is disciplined, strategic, and tailored, with expertise in wealth preservation, portfolio construct ion, and cross-border advisory for international clients. As Team Director, he leads and mentors senior advisers, promoting high standards of advice and client outcomes. Clients can expect professionalism, clarity, and a long-term perspective informed by deep market experience. He places strong emphasis on trust, prudent risk management, and aligning strategies with each client?s evolving financial objectives for long-term wealth protection and legacy planning. ...More
Shawn advises individuals and families with diverse financial needs using a disciplined, investment-focused approach. He specialises in portfolio construction, wealth accumulation, and risk-managed strategies, tailoring solutions to each client?s objectives and risk profile. He believes strong cli ent relationships are built on trust, accessibility, and communication. Clients can expect a hands-on advisory style, timely investment insights, and regular portfolio reviews to ensure strategies remain aligned with market conditions and personal goals. He works with professionals, business owners, families, next-generation, and internationally based clients who value a structured, long-term approach. His role is to help clients build, manage, and grow their wealth while supporting financial security, succession planning, and future aspirations. ...More
Shawn, an Investment Adviser at iFAST Global Markets, whose passion for investments and personal finance drives his commitment to helping clients achieve their financial aspirations. With a focus on wealth building, growth, and preservation, Shawn is dedicated to deliver tailored financial solution s that align with each client's goals and circumstances. With an eye for market trends and a dedication to stay informed about the latest financial strategies, He understands that wealth accumulation is just the beginning; preserving and growing that wealth is as vital. As an integral member of the HB Capital, Shawn embodies professionalism, integrity, and a genuine desire to help clients thrive financially. ...More
Roi-Wy advises clients with a disciplined, forward-looking approach shaped by experience across portfolio construction and market cycles. He focuses on asset allocation, active strategy selection, and identifying opportunities across global markets. Clients can expect a partnership built on clarit y, adaptability, and conviction. He believes portfolios should evolve alongside changing market conditions ? grounded in data and guided by timely insights. His role is to simplify complexity, provide perspective during periods of volatility, and position clients to capture emerging opportunities. Roi works primarily with individuals and professionals seeking to grow and preserve their wealth. He helps them navigate uncertainty, seize global investment opportunities, and build resilient portfolios aligned with their long-term financial objectives. ...More
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”.