Investment Planning

Our Investment Committee

Working with Avallis Group bring with it several key benefits that differentiate us from the traditional private banks and investment houses. Some key advantages include:

Independent and objective

Independent and objective investment recommendations based on the client’s investment needs and requirements articulated through an investment policy statement. Recommendations are not driven by revenue considerations and promotion of in-house products which can lead to conflicts of interest.

A structured process

A structured and disciplined investment management process that incorporates the best of institutional investment decision-making and is made accessible to individual investors. Portfolios are constructed based on the principles of diversification, optimized based on risk-adjusted returns. The value we add is in the investment thesis, rationale, recommendations. The is reflected in the tactical asset allocation decisions and a proprietary fund selection methodology.

Informed methods

As a group we evaluate a wide range of investment ideas and opportunities daily, sourced from multiple financial institutions globally, and consider only the best ideas. On an average day, we receive dozens of investment ideas from around the world and filter out only the best ideas for that day for clients.

Deep experience

A highly experienced team of investment professionals sit on the Investment Committee with a combined total of over ten decades of cumulative investment experience derived from a wide variety of financial disciplines. The long-term experience anchors decisions to reality and attenuates market exuberance and despair. Senior team members have advised/managed funds over billions of dollars in various asset classes including fixed income, equities, and private equity.

Collectively these groups of factors have resulted in a solid track record over the past 10 years.

Avallis boasts of a transparent fee structure with no hidden fees. All fees are known to the client upfront.

Low Ee Meng Isaac
BBA, CLU, ChFC, CFA
Principal Partner and Head, Investment Advisory

Isaac graduated from the National University of Singapore with a degree in Business Administration and is a Chartered Life Underwriter and Chartered Financial Consultant from the American College. He is also a Charter Holder of the Chartered Financial Analyst designation from the CFA Institute and a member of CFA Institute Singapore.
Nessie Mok
Senior Manager, Investment Advisory

Nessie graduated from Nanyang Technological University with a Bachelor of Business and has completed the CFP Certification Education Program.

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.

Fund Management Team

Through our ecosystem paired with the best-in-class experts, Avallis Investments is well positioned to take you through your journey with us at every step along the way.

Alvin G Yap
CFA
Fund Manager, Investment Advisory

Alvin has over 29 years of investment experience, managing funds for Sovereign Wealth Funds, institutional investors, private companies, trust funds, and high net worth individuals.

Institutions he has worked for include the Government of Singapore Investment Corporation (GIC), American Express Asset Management, UBS AG, and OCBC Private Bank. Alvin also founded several VC funds anchored by Singapore and Malaysian governments.

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 (UCL) and the University of London (UOL).
Anna Zhou
Associate Investment Analyst

Anna attended the National University of Singapore, majoring in Business Administration with a specialisation in the finance track. She also attended IE Business School in Spain to study the European financial markets in 2019. Her university training was focused on quantitative financial skills such as financial modelling, Python and portfolio analysis. She joined Avallis Investments as a fresh graduate in March 2021 and has since completed all relevant licensing examinations. She is currently pursuing the Chartered Financial Analyst (CFA) certification.
Gerald Gan
Associate Investments Analyst

Gerald has prior experience trading in the Foreign Exchange market, employing extensive technical analysis on price pattern-related strategies. He also incorporates a top-down fundamental approach across major asset classes to provide optimal investment solutions during his time as a financial adviser. As part of the team, Gerald uses his fundamental and technical analysis skills to time market entries and exits in the portfolio management process. He is currently pursuing the Charter Financial Analyst (CFA) charter.
Merissa Ang
Portfolio Manager

Merissa is actively involved in the portfolio management function, wherein she does capital market research to form top-down views for tactical asset allocation and bottom-up analysis for active stockpicking. She works closely with relationship managers and product specialists to develop lucrative trading ideas and provides support in the onboarding of key partnerships. Merissa has experience in providing investment consulting services to institutional clients on areas such as asset allocation, fund selection and portfolio monitoring. She graduated from Nanyang Technological University with a degree in Business Administration (specialising in Actuarial Science) and is currently pursuing the Chartered Financial Analyst (“CFA”) charter.

Fund Managers

  1. abrdn
  2. Allianz Global Investors
  3. Amundi Asset Management
  4. DWS Investments
  5. Eastspring Investments
  6. Fidelity International
  7. First Sentier Investors
  8. Franklin Templeton Investments
  9. iFast Financial Pte Ltd (Fund Management)
  10. Janus Henderson Investors
  11. Lion Global Investors
  12. Nikko Asset Management
  13. PIMCO
  14. PineBridge Investments
  15. Schroder Investment Management
  16. UOB Asset Management

Speak to an Avallis Financial Consultant today.