Our dedicated team

  • Team at Envysion Wealth Management

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CEO and Founder

Veronica Shim
Kay Siong Tan
Chief Compliance Officer and Chief Operations Officer

Kay Siong Tan
Chief Investment Officer

Jacob Doo
Chief Technology Officer

Elvin Chan
Wei Wen Goh
Chief Finance Officer

Wei Wen Goh
Chief Commercial Officer

Stefan Ho
Elizabeth Zhang
Wealth Partner

Elizabeth Zhang
Wealth Partner

Trina Pek
Masa Kojima
Wealth Partner

Masa Kojima
Gimson Lin
Wealth Partner

Gimson Lin
Senior Portfolio Manager

Lim Chew Hwee
Jeremy Wimala
Investment Specialist

Jeremy
Aaron Chia
Investment Specialist

Aaron Chia
Shelly Leong
Head of Human Resources

Shelly Leong
Director - Compliance and Risk

Hui Yi Ng
Director, Operations

Tracy Pang
Esther Ng
Head of Business Management

Esther Ng
Chloe Goh
Wealth Partner Senior Assistant

Chloe Goh
Belinda Lim
Wealth Partner Senior Assistant

Belinda Lim
Hui Li Tan
Wealth Partner Assistant

Hui Li Tan
Xiyao Wang
Management Associate

Xiyao Wang
Melissa Pandjaitan
IT Business Analyst/Project Manager

Melissa Pandjaitan

CEO and Founder

Veronica Shim

I am responsible for all the well-being of ENVYSION’S clients, employees, and all the partners we are dealing with. My job is to ensure that the company grows with integrity, passion, and harmony. ENVYSION’s ultimate objective is to be the first in achieving success in creating the new era of wealth management solution ecosystem and leave a legacy in the industry.

My professional achievement is not just helping clients to create wealth but to ensure the legacy of the families being transferred to the next generations in the most amicable manner. Receiving an invitation to all the Gala dinners will not make me as happy as just simple, intimate family gatherings invited by our invaluable long-time clients.

What I feel that I have done best in my almost 20 years of professional journey as a private banker is the constant adaptation and personal development in all relevant knowledge and social skills. I am learning every day from people all around me; young or old; wealthy or not, these are life skills that will help us take on all challenges ahead.

Outside of work, I am a mother of two wonderful children and wife of a Commercial Pilot. Traveling is something that we enjoyed not just for the new cultural experiences that we can learn overseas but also for the undisrupted precious moments we could spend as a family.

What most find interesting about me is how I could transform from a “kampung” girl from Ipoh to a literally “flying high” stewardess then a banker and now CEO of a Wealth Management Solutions company.

All I can say is: “No Regret and never look back, just look forward to new transformation!”

Kay Siong Tan

Chief Compliance Officer and Chief Operations Officer

Kay Siong Tan

Over 25 years of regulatory, compliance experience in the banking industry, including setting up and growing compliance teams, and is a former regulator at the Monetary Authority of Singapore. Graduating with an MBA in Finance from the University of Hull, Kay Siong is a certified AML specialist (ACAMS) and an ACCA affiliate member.

Chief Investment Officer

Jacob Doo

A veteran with 26 years of investment experience across multi-asset classes and structured finance solutions.

Jacob has managed portfolios and investment strategy through multiple market cycles during the Asian financial crisis, internet bubble and the global financial crisis.

He was Head of Structured Products, Asia in Julius Baer and Global Product Manager for Fixed Income, acting Global Head of FX, Rates, and Commodities in Standard Chartered

Jacob holds Double Masters in Applied Finance and Financial Engineering.

Chief Technology Officer

Elvin Chan

Elvin has over 20 years of IT experience in global technology firms, of which more than half are in the financial services industry. He has led teams in South East Asia and is certified in IT Business Continuity Management – Associate, ITIL v3, and Certification in Data Centre Management.

He was previously at Julius Baer and holds a B.S Computer Science major in Information Technology from De La Salle University and has a Diploma in Information Security from Nanyang Polytechnic.

Wei Wen Goh

Chief Finance Officer

Wei Wen Goh

Over 13 years of financial regulatory and controlling experience in the banking industry

  • CA (Singapore), Institute of Singapore Chartered Accountants​
  • Bachelor of Accountancy, Nanyang Technological University

Chief Commercial Officer

Stefan Ho

Over 20 years of banking experience focusing on wealth management in sales and marketing, product development, and risk management.

  • Experienced digital marketer and entrepreneur.
  • Bachelor of Business Administration, University of Wisconsin at Madison, graduating with a double major in finance and marketing.
Elizabeth Zhang

Wealth Partner

Elizabeth Zhang

Double Bachelor degree in Economics and Business Administration
Association of Taxation and Management Accountants
Public Practice Certificate
Over 14 years of financial institution experiences, including corporate banking, trade financing, trade factoring, high net worth client asset management, and financial structure planning.

Wealth Partner

Trina Pek

Trina is a Private Banker with more than 15 years of experience, serving Clients from North Asia.

She was previously with Lumen Capital, Nomura, ABN AMRO, and Standard Chartered Bank.

She graduated with a Bachelor of Business Administration from the National University of Singapore, with a Major in Finance. She is proficient in English and Mandarin.

Masa Kojima

Wealth Partner

Masa Kojima

Masa is a veteran Private Banker and trusted advisor for UHNW Families in North Asia for almost two decades.

Masa was previously from Lumen Capital, Nomura Private Bank, and ABN AMRO in Singapore. Before coming to Singapore, he worked at UBS in the US.

He graduated with a Bachelor of Science in Economics, University of Oregon, with a Major in Economics and a minor in Finance.

Gimson Lin

Wealth Partner

Gimson Lin

Gimson graduated from Nanyang Technological University. He has over 10 years of experience in the private banking space, working at formidable banks such as UOB, ANZ, and ABN AMRO.

Senior Portfolio Manager

Lim Chew Hwee

Lim Chew Hwee graduated from the National University of Singapore with a Bachelor of Business Administration in 1993. He is a veteran in the financial industry and has performed various roles, including investment advisory and strategy, and a discretionary portfolio manager in different financial sectors such as insurance, asset management, and private banks.

Jeremy Wimala

Investment Specialist

Jeremy

Jeremy graduated from Singapore Management University with a Bachelor’s in International Trading (Finance). He was a previous risk manager in a base metal commodities trading company.

Aaron Chia

Investment Specialist

Aaron Chia

Aaron Chia graduated from The University of Sydney with a Bachelor’s Degree in Commerce. Prior to joining Envysion, Aaron was in the Credit Risk and Corporate Treasury function in a soft commodity trading house.

Shelly Leong

Head of Human Resources

Shelly Leong

Shelly is an experienced HR professional with a demonstrated history of working across MNCs. Skilled in HR Compliance, HR Operations, HR Advisory/Consulting, Shared Services, Workforce Planning, Performance Management, Employee Relations, and Expatriate Management etc.

She graduated with a Bachelor of Commerce, specializing in Management and HR Management. She has over 15 years of experience within HR functions across the Marine, Manufacturing, Insurance, and Banking & Finance industries.

Prior to joining Envysion, she was previously from Aon Singapore. She has been professionally dealing with issues of confidentiality while using discretion and good judgment in complex situations. Managed multiple priority projects concurrently while adhering to strict guidelines, budgetary constraints, and timeframes in a challenging fast-paced environment.

Director - Compliance and Risk

Hui Yi Ng

Graduated from the University of Melbourne with a Bachelor of Laws and Bachelor of Commerce. Hui Yi started her career in Ernst & Young and has since worked in various private banks, including Julius Baer and Credit Suisse, with over 10 years of experience in the wealth management industry.

Director, Operations

Tracy Pang

Tracy graduated from the National University of Singapore with a Bachelor of Arts degree. She has been in the Wealth Management industry since her graduation. Working in mostly Swiss banks, she has had the opportunity to work with and learn from many fine mentors.

Esther Ng

Head of Business Management

Esther Ng

Esther graduated with a Bachelor’s Degree in Business Administration from the National University of Singapore. She started her private banking career in UBS and moved on to other Swiss banks and has over a decade in private banking. During her free time, she likes reading, jogging, and traveling around the world.

Chloe Goh

Wealth Partner Senior Assistant

Chloe Goh

Chloe graduated from SIM Global – the University of London with a Bachelor of Science in
Banking and Finance. She had previously worked in ABN AMRO, Maybank Private
Banking and most recently was with EFG Bank AG under the SEA and NRI team.

Belinda Lim

Wealth Partner Senior Assistant

Belinda Lim

Belinda has been in banking since 2008, starting career in OCBC as service manager and sales relationship manager which she then moved to UOB Privilege Reserve officer servicing high net-worth clientele.

Hui Li Tan

Wealth Partner Assistant

Hui Li Tan

Tan Hui Li graduated with a Bachelor’s Degree in Accounting and Finance from the University of London (UOL), a partner university of Singapore Institute of Management (SIM). Enthusiastic, highly-motivated Accounting & Finance fresh grad who is eager to learn and thrive in a dynamic working environment with the ability to work well under pressure.

Xiyao Wang

Management Associate

Xiyao Wang

Over 5 years of working experience in private equities investment and commodities trading
CFA, Chartered Financial Analyst level II candidate
BSc. Automotive Engineering, from Beihang University

Melissa Pandjaitan

IT Business Analyst/Project Manager

Melissa Pandjaitan

Melissa has 10+ years’ experience in the finance industry, from a brokerage firm to a boutique bank working as IT Application Support.

She graduated with a Bachelor of Economics from the University of Indonesia. However, this not the end of her studies. She continued with IT courses, studies at the Institute of Systems Science and NUS for a Graduate Diploma in Systems Analysis. Now, she is an IT Professional in the finance industry.

Before joining Envysion Wealth, Melissa had a break and spent most of her time in Jakarta with her family. Her last employer was with Bank Julius Baer, Singapore.

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