fbpx
  • A New Era

  • Wealth Solutions

  • Access for you

Wealth
centred on you

We founded Envysion to put your interests first by bringing you unparalleled access with our bespoke wealth management solutions.

As your independent, full-service wealth manager with a specialty in Family Office solutions, we cater to you, your family and business with a holistic approach.

Enhance your life and wellness with our renowned partnerships. Enjoy more time and peace of mind, knowing we are protecting your family for generations to come.

Trusted partner,
holistic solutions

We make everything easier for you by doing the time-intensive work of sourcing, analysing and creating bespoke solutions that’s right for you.

  • Investments
  • Business solutions
  • Family Office
  • Trusts
  • Foundation
  • Life and wellness

From wealth solutions to family wellness, we'll only recommend solutions we ourselves believe in. Our extensive connections bring you exceptional access for all you want in life.

//www.envysionwealth.com/wp-content/uploads/2020/01/Icon_ExpandYourWealth.png

Expand your
wealth

Innovative solutions to achieve your goals

  • Proprietary investments sourced for you
  • Business solutions and financing structured for you
//www.envysionwealth.com/wp-content/uploads/2020/01/Icon_EstablishYourFamilyOffice.png

Establish your
Family Office

Easily set up and manage your Family Office

  • Make a mark with your Family Office
  • Successfully, effectively manage family wealth and legacy
//www.envysionwealth.com/wp-content/uploads/2020/01/Icon_EndowYourWealth.png

Endow your
wealth

Empower generations, strengthen legacies

  • Set the foundation for smooth generational succession
  • Create impact in areas you care deeply about
//www.envysionwealth.com/wp-content/uploads/2020/01/Icon_EnhanceYourLifeWellness.png

Enhance your
life and wellness

Access the wealth of life for you and your family

  • Greater appreciation from life’s finest
  • Be in prime health, coached by renowned health specialists

Envysion your winning team

Proven veteran bankers creating solutions you want, with the sophistication and privacy you expect

Veron Shim

CEO & Founder

Veteran banker and trusted advisor for UHNW families and entrepreneurs for almost two decades.

  • Head of SEA at EFG Bank. Founding team at Julius Baer Asia
  • Qualified CFP. Licensed Trust and Estate Practitioner
  • Masters in Applied Finance from the University of Adelaide and BSc. (First Class Honours) from the University of London

Jacob Doo

CIO

26 years of structured finance and multi-asset class investment experience navigating market cycles to dynamically manage investment portfolios.

  • Head of Structured Products, Asia at Julius Baer
  • Independent reviewer on Institute of Banking & Finance (IBF) Standards courses
  • Global Product Manager for Fixed Income, acting Global Head of FX, Rates, and Commodities in Standard Chartered Bank
  • Double Masters in Applied Finance and Financial Engineering

Kay Siong Tan

COO & CCO

Over 25 years of regulatory, compliance experience in the banking industry including setting up and growing compliance teams.

  • Former regulator
  • Certified AML specialist, ACAMS
  • Affiliate member, ACCA
  • MBA (Finance), University of Hull

Elvin Chan

CTO

Over 20 years of IT experience in Global Technology firms. Expertise in data centre design, network storage, disaster recovery and messaging administration.

  • Director at Julius Baer
  • Certifications: IT Business Continuity Management – Associate, ITIL v3, and Data Centre Management
  • BSc. Computer Science, De La Salle University

Johnson Tan

Chief of Staff

Over 19 years of financial and regulatory experience in business management, business risk and compliance roles.

  • Held roles at HSBC Private Banking and Credit Suisse. Former investigation officer with the Commercial Affairs Department
  • Bachelor of Business, RMIT University. Diploma in Compliance and Accountancy

Peter Triggs

Advisor

Veteran banker with over 30 years of expertise advising private clients globally on tax, trust, next generation succession and Philanthropy.

  • Member of the Advisory Board
  • Head of Regional Wealth Planning at DBS. Deputy CEO, Bank of China, Geneva
  • Qualified TEP, Society of Trust and Estate Planners. Chartered Trustee (SG). CTA (UK)
  • BA (Hons), Wimbledon College and Birmingham University

Share your aspirations with us

We look forward to creating the right solutions for you at
+65 6977 7028 or engage@envysionwealth.com.

We are located at
3 Temasek Avenue
Centennial Tower
#19-01/02 Singapore 039190

Join our team in building a new era in Wealth Management at career@envysionwealth.com.

Newsletter

subscribe