CEO and Founder

Veronica Shim

I am responsible for the well-being of all of ENVYSION’S clients, employees, and partners. My job is to ensure that the company grows with integrity, passion, and harmony. ENVYSION’s ultimate objective is to successfully pave the way for a new era of wealth management solutions, thereby leaving our mark in the industry.

My profession lies not just in helping clients create wealth, but also in ensuring that family legacies are transferred to the following generations in the most amicable manner. Above all, being invited by my long-time clients to simple, intimate family gatherings truly make my heart warm.

As a professional private banker for almost 20 years, I feel that my most valuable trait is my constant adaptability and personal development in all relevant knowledge and social skills. I am learning every day from the people around me – man or woman, young or old; there are skills to be learned from every individual, that can help us take on the challenges ahead.

Outside of work, I am a mother of two wonderful children and wife of a commercial pilot. Traveling is something we enjoy; not just for overseas cultural experiences, but also for the undisrupted, precious moments we spend as a family.

I suppose my biggest accomplishment was transforming from a “kampung” girl from Ipoh, to an airline stewardess (which was the dream back then!), then a banker, and now the CEO of a wealth management solution company.

At the end of the day, all I can say is “no regrets and never look back, just look forward to new transformations!”

Chief Compliance Officer and Chief Operations Officer

Kay Siong Tan

As the COO and CCO of Envysion, my key responsibility lies in taking charge of the back-office, which comprises the Compliance, Operations, Finance, and Human Resource functions. These support functions are critical to the success of Envysion as they provide the foundations on which our business relies to grow and flourish.  We are the strategic partners for our frontline colleagues who charge forward, sourcing for client solutions and bringing in business for Envysion.

Over the last 2 decades, armed with the knowledge and experience I gained from being a former inspector with the local financial industry regulator, I helped banks set up and headed their Compliance departments. With my regulatory knowledge, I provided insight into the intentions and expectations of the industry regarding bank procedures, and helped banks ensure that they were always in line with the rules.

Having spent a significant part of my career in the financial industry, I have observed that an organization is only as good as its people. People with the right values who help one another  succeed in their roles oftentimes create synergy, where 1 + 1 becomes greater than 2! Now, as a part of Envysion, I look forward to coming to work everyday, because I know there are wonderful people to work and achieve more with!

Privately, I enjoy spending time with family and friends when I take a break from my busy schedule. I also enjoy doing sports like jogging, swimming and occasionally football and basketball – again, TEAMWORK! My wife and I were formerly inspectors with the local financial industry regulator, and she is now the regional Risk manager with an international bank. 

Chief Investment Officer

Jacob Doo

When I first embarked on this journey with Veron, we had a common goal: to develop a business that is true to its values in the wealth management space – one that is private and confidential while catering to its clients’ needs. We left our comfortable jobs in banks because we believed in a more comprehensive approach to wealth management.

With that in mind, I set out developing a platform that could challenge those of private banks, establishing a truly independent mode. We amalgamated the best of wealth management and investment banking capabilities to provide a comprehensive solution to clients, and most importantly, demonstrate our expertise in being the team with the brains and flexibility to solve problems, both simple and complex.

Our success thus far could not have been possible without the collective effort of everyone in Envysion. Subconsciously, everyone has established a culture of communication and cooperation, developing a better understanding of each other, regardless of seniority.

Our research is unlike any banks’ and gives our clients a comprehensive overview of the market across all asset classes. I have been invited as a regular speaker on several local media channels to share my views, and it has been shared with us that our downloads were amongst the top few on various mediums. As part of our digitization initiative, we invested in a system that will enable us to engage clients in an even more efficient way than that accorded by private banks. We have never looked back since.

For all these efforts, I am proud to say that in Envysion, we certainly believe in developing our staff to be all-rounders. As such, I have been promoted to be the Director of Snacks, a title I cherish dearly. It comes with great responsibilities – keeping our colleagues well-fed isn’t as easy as one may think!

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.

Chief Financial Officer

Wei Wen Goh

As a CFO, my responsibility is to manage Envysion’s Finance division, where I oversee activities including financial and regulatory reporting, taxes, business control, and liquidity.

I started with accounting in the commercial sector right after my graduation. Since then, I have worked in various industries; from food & beverage, to semiconductor, and finally insurance and private banking. My experiences with handling financial information and analysis have allowed me to understand various business models, activities, and processes, as well as cultivate an adaptable, open, and inquisitive mind.

I have enjoyed my accounting career so far, though there have been times where it was challenging to maintain a good work-life balance. However, whenever the going got tough, I would always remind myself, “If you have the discipline, drive, and determination, nothing is impossible!”

Outside of work, I am happily married with three beautiful children. I enjoy spending time with my family, whether it is over a simple meal or watching movies together. When I have time to myself, I enjoy having a coffee while reading a good book or simply just browsing the internet for any recipe ideas to whip up a good meal for the family.

Wealth Partner

Elizabeth Zhang

As the Executive Director of Envysion Assets Management, my expertise lies in keeping up with the continuous and intensive changes in the global political and economic landscapes. This is in order to provide my clients with the most suitable financial solutions. It doesn’t matter whether they are an individual or a family business; I believe that as an asset manager, sufficient competence, professionalism, integrity, and enthusiasm are all required.

With over 16 years of financial advisory experience, I have worked with over 100 clients who are HNWIs and ultra HNWs. Many own corporations in Greater China (Mainland China, Hong Kong, and Taiwan). As a member of the Association of Taxation and Management Accountant (ATMA), I have gained my clients’ trust in handling their corporate and personal plans. My mission is to ensure the continuous growth of my clients’ assets so that they may be transferred to next-generation securely. My philosophy lies in growing alongside my clients, and hence, my good relationships with them remain as one of my proudest achievements.

Thinking out of the box is one of my strengths. I am experienced in helping clients with complex financial structuring needs. While complying with regulations are a must, my experience in the industry has taught me to be flexible in designing a more personal and practical solution for my clients. With over 8 years of practice in corporate trade finance, I have provided long term services to over 50 family businesses that specialise in factory financing, corporate finance consulting, etc.

Being a professional woman with two young girls is challenging but also an achievement. I appreciate that my family provides me the understanding and support I need. For the past couple of years, they have been in business dinners with my clients, who have since become our good friends. The happiest thing for me, is hearing from my daughter: “I want to be an asset manager like you, but better, when I grow up.”

I truly believe that Envysion has the quality service to serve you, your family, and your following generations. We will always grow with your growth.

Wealth Partner

Trina Pek

As a Wealth Partner, I am the bridge between Envysion and our clients, providing them with timely updates on the market and product offerings, while providing Envysion with feedback on clients’ needs and wants. I have over 15 years of experience serving clients in North Asia. I am proficient in English and Mandarin and graduated with a Bachelor of Business Administration from the National University of Singapore, majoring in Finance.

This journey with Envysion has been an enriching one for me. I enjoy exploring the many products and services beyond what the private banking world has to offer. At Envysion, I am exposed to investment banking, private equity and venture capital. In addition, I am able to experience lifestyle bites like financing for private jets and yachts, wine tasting and art appreciation, etc. 

One of my favorite quotes is that “the only constant is change”. I look forward to new experiences and challenges in Envysion that will steepen my learning curve.

Outside of work, I love exercising, and this includes jogging and swimming. Since I was a student, exercise has always been an essential part of my life, and it is no longer about just trying to lose weight, but more about keeping healthy and sweating it out.

Wealth Partner

Daphne Wang

As a Wealth Partner, not only am I responsible for managing and growing clients’ wealth, I also make sure I go one step further to take care of client’s succession and legacy planning. After graduating from The University of Melbourne with a Bachelor Degree in Commerce, majoring in Accounting and Finance, I started my first job in Retail Banking as a Branch Relationship Manager, where I was first exposed to the world of banking, experiencing and seeing how banking sales was done and how the entire branch banking operations were carried out. It was also at this job that I get to meet and interact with people from all walks of life, which eventually laid the foundation in my relationship with my clients and inspired me to pursue and further my career in wealth management.

I have spent the last 12 years managing clients’ relationships across various platforms, with the last 5 years focusing on Greater China clients. Joining Envysion is an exciting journey for me as I leverage my private banking experience and further bring about innovative, fresh, and new wealth solutions to my clients.

Outside of work, I am a nature lover. I love waking up in the early wee hours to catch the sunrise. I also try to keep myself active by running and hiking at least once a week.

Senior Portfolio Manager

Lim Chew Hwee

I am the Portfolio Manager of Envysion Wealth Management. I am part of the CIO team and am responsible for helping clients meet their investment objectives while balancing risk against performance.

Portfolio management is a career that I have wanted to pursue since my undergraduate days, so I consider myself blessed to have worked in the investment industry ever since graduating. The long-term friendships formed with clients and colleagues and the abundant opportunities to learn and apply new knowledge more than compensate for the daily grind of work.

As I look back on the past 2 decades, I realise that my career has led me to endeavors in parts of the world that I would have otherwise eschewed, and for that I am thankful for, as it has brought me great fulfillment.

As a young Fund Manager, I was content to be a desk-bound analyst-investment manager. My career path took a turn when I encountered a group of Sino-enthusiastic Korean managers from the country’s largest automobile company in the early 2000s. I vividly remember the angry Korean challenging me to “go and see China for myself” after I doubted his bullish prognosis of the Mainland’s automobile market. The rest is history, and I have visited China almost every year in the last 2 decades, both for work and leisure. Indeed, I have seen for myself the once-in-a-lifetime transformation of the world’s most populous nation and am certainly looking forward to China “returning to its superpower status,” as a Western journalist recently wrote. If not for the pandemic, I would have completed the second half of my Silk Road photo-journey by now.

The coronavirus has certainly starved the wanderlust in me. The other day, I shared with my lovely wife of 22 years that once the borders are reopened, we should chase the Sakura bloom from Fukuoka to Hokkaido. Then watch from Oia as the summer sun drowns into the bosom of the Aegean Sea. In autumn, we would visit Aomori to paint the foliage fiery red. And end the year watching Earth’s greatest light show in the wintry world of Tromso.

When the pandemic ends…

Investment Specialist

Jeremy

As a part of Envysion’s investment team, I partner with our wealth partners to scour different trade ideas for ways to broaden a client’s portfolio, whilst maintaining a suitable risk position.  

I previously was in charge of assessing trading risk in a physical commodities trading house. There, I learned the importance of hedging, especially in a volatile asset class like commodities. That probably formed the basis for one of my favorite sayings, “risk happens slowly, then all at once.”  

Outside the office, I exercise either through boxing HIIT classes or badminton, with the occasional Muay Thai session thrown in. I also listen to financial podcasts, which give me different perspectives. As an avid sports fan, my interest in watching different sports alleviates my anguish in seeing the current Manchester United play.

Investment Specialist

Aaron Chia

As an investment specialist, I am part of Envysion’s CIO team. We help clients achieve their investment objectives by aligning it with the myriad of financial products and services that Envysion offers. In addition, we help scour through the ever-changing and evolving financial market to source for new and interesting products and ideas that may be of interest to our clients.

My experience in the corporate treasury and credit risk function in a soft commodity trading house has allowed me to understand the risk aspect of businesses and develop a stronger comprehension of the broader financial market. As someone new to the wealth management industry, I’m blessed to be surrounded by the wealth of talent and experience that is Envysion. My colleagues’ expertise has helped augment my keen interest and knowledge in investments and financial products that I hope can be used to serve our client’s investment objectives.

Outside of work, I enjoy spending time with family and friends. I try to keep a more well-rounded lifestyle by playing sports such as badminton, squash, and football. I’ve always enjoyed playing sports – in fact, I used to play rugby in my younger years. Besides that, I also enjoy travelling and finding new places to eat.

Head of Human Resources

Shelly Leong

Human Resources, in today’s context, is no longer a servant department providing administrative support. We have evolved to be an advisory partner of an organization’s business and we contribute to the tripartite union between the Board of Directors, Line Managers, and People. My vision of an admirable HR professional is a leader at the forefront of their people who is, at the same time, well respected by their organisation’s management team.

With over 10 years of HR experience in the banking and finance industry, I extensively focus on partnering with businesses for their HR needs, including HR Operations, Workforce Planning, Performance Management, Employee Relations, and Expatriate Management, etc. 

My career objective is to be in a position that not only is commensurate with my experience and qualifications, but also provides a challenging environment for growth. I wish to demonstrate my ability to foster strong relationships with business leaders and identify win-win solutions to business issues that maximize organizational effectiveness while driving results.

While not working, I enjoy cooking, traveling, practicing yoga, and listening to music.

Director - Compliance and Risk

Hui Yi Ng

My key responsibility is to ensure that Envysion’s clients and its business activities are conducted in line with regulatory expectations, as well as within acceptable risk limits through internal standards. These standards also serve as guiding principles and values for Envysion’s employees to promote honest, responsible, and ethical behavior, regardless of whether our interactions are with clients, business partners, or other stakeholders. 

Over the course of my career, I have supported various financial institutions in Singapore with respect to their fight against money laundering and terrorist financing. I have also helped them understand the related risks to their private banking businesses.

Outside of work, I am passionate about environmental issues. I believe in mitigating our ecological carbon footprint and global pollution through reducing our use of single-use plastics. 

Director, Operations

Tracy Pang

As an Operations person, I have to balance between servicing solutions for my internal clients — who include wealth partners and assistants — and ensuring that we adhere to regulations in Envysion.

Besides reviewing and safekeeping client and business contractual agreements, I am also responsible for client data upkeeping.

After I graduated from the National University of Singapore with a Bachelor of Arts degree, I landed my first job in the Private Banking sector. I discovered that client onboarding was something I liked doing and have never looked back since. It was there that I dabbled in being a business gatekeeper and learned to provide quality service and solutions to internal clients and a pleasant experience for external end clients. During my time in the wealth management world, I have used what I have learned to contribute to the exponential growth of the institutions I worked with.

I have been in banking for all of my career life, and one of the most precious takeaways I have(other than knowledge) are the colleagues who turned into friends here in Envysion. 

As much as I love my role in operations, I need timeout from the hustle and bustle of work. As a reformed TV addict, I am proud to say I do not watch much TV nowadays. Instead, I recharge by going out in the sun and being with nature, going for aimless long walks.

Finance Associate

Jack Liow

As a Finance Associate, Jack’s primary responsibilities will be handling financial accountings matters, including preparing the financial statements according to the Singapore Financial Reporting Standard (SFRS) and Accounting and Corporate Regulatory Authority standards. This ensures that the financial statements reported are true and fair; hence users of the financial statement, such as investors and stakeholders, can rely on the information and make their economic decision.

Upon graduating, Jack worked as an external auditor in the financial services industry. Although Jack had been struggling to maintain a work-life balance, his career as an auditor had without a doubt improved his understanding of accounting as well as broaden his business acumen skills. He strongly believes that Envysion will similarly provide him with a steep learning experience and enhance his wealth management industry knowledge.

Outside work, Jack used to go back to KL and spend time with his family and friends every month. With the implication of COVID-19, he started off exercising by playing sports like badminton and continue pursuing his studies in accounting professional examinations.

“Be patient and positive with everything that remains unsolved in your heart”

Head of Business Management

Esther Ng

As the Head of Business Management in Envysion, I am the liaison between the Wealth Partners and the operations department. As I handle client relationships for new and existing businesses, I have a good feel of clients’ requests in this dynamic wealth management industry. I also identify, design, and implement operational workflows between the back and front office for the firm’s operational readiness framework to meet our clients’ needs. 

Even before graduating from business school, I knew I wanted to be in the banking industry. My interest had been sparked when I came across an article in a magazine that told of a banker who had retired in her early forties due to her early planning of a strong financial portfolio.

I started at retail branch banking. It allowed me to meet people from all walks of life in its busy “banking halls”. Through the years of client interactions in retail banking sales and operations, I have been able to polish up my communication skills in order to understand client needs and effectively manage relationships with all working parties to deliver solutions for them. 

As I moved on to work in various Swiss private banks over the next decade, I was exposed to private banking. My passion for helping clients achieve their financial goals has created my ability to work under pressure. My zest for learning has equipped me with in-depth knowledge of wealth management products and processes like credit, risk management, and financial structures. With almost 2 decades of experience in the financial industry, my strong organizational skills and attention to detail have facilitated effective collaboration within the different departments of Envysion to deliver fast turnaround, efficiency, tailored solutions to our clients. 

 On the private aspect, I love gatherings with family, friends, and colleagues over hot pot. The myriad choices of soup bases and customized dips ensures everyone enjoys the meal. This reminds me of the financial suite of products and services at Envysion, where every client’s needs are well taken care of.

One of my favorite sayings is “三人行必有我师” (literally translated to “of three men walking, one could be my teacher.”) It means that you can learn something from anyone. Hence, I enjoy interacting with anyone I meet, be it in a professional or social setting.

Wealth Partner Senior Assistant

Chloe Goh

My role as a Wealth Partner Assistant is to assist the Wealth Partners in handling, resolving, and responding to client feedback. My team also collaborates with operational and middle office teams to ensure the effective processing and resolution of client requests.

As one of the primary contacts for Envysion’s clients, I aim to be service-oriented by providing and attending to all requests in a timely and professional manner. My past experiences in various private banks have enabled me to hone my analytical and decision-making skills as I seek to constantly satisfy customers. 

Joining Envysion is a step forward for me in my career, and I am excited to bring my past private banking experiences to serve high net worth clients. With our comprehensive suite of wealth management solutions and a holistic approach to clients, I believe that being part of the team in Envysion will further expand my knowledge in the wealth management sector.

Outside of work, I am an animal lover and have had two pet bunnies for more than 6 years. I am also a skincare addict and enjoy exploring and reading up on different skincare products and routines. Being a people’s person, I have always enjoyed being in the front office and serving clients from all walks of life. I find personal fulfillment in providing solutions for clients and colleagues, regardless of how small the issue is.

We are bound to face challenges in both work and daily life, but I will always remember one of my mentor’s maxims when I first joined the banking industry years ago; “Train your mind to see the good in every situation.” I continue to keep the phrase close to my heart and I believe it will help me overcome the testing times in my career and life.

Wealth Partner Assistant

Hui Li Tan

As a Wealth Partner Assistant, I am part of the front-line team providing unparalleled service to our clients and client advisors. We establish strong working relationships with the Wealth Partners and clients to ensure that all operational and compliance tasks are completed accurately and timely.

It is rare for a fresh grad to enter the wealth management industry this early, which is why I want to seize this golden opportunity and make the best of this professional platform to enhance my knowledge and required skill-set.

Personally, I always remind myself to work hard and, most importantly, work smart. I always feel the excitement exploring different opportunities available in the market that enables wealth diversification, which benefits the clients and Envysion. 

To me, relationships with my Wealth Partners, colleagues, and clients weigh equally because, since young, positive relationships have always been my priority. I know the importance of working together in a harmonious environment – it ignites motivation and drives us to do what we do. In our line of work particularly, a positive working environment leads to better service for our clients, thus leading to prosperity for our organization.

I believe in practicing what we preach and delivering what we promised with the highest quality of service for our clients. 

I was born in Kuala Lumpur, Malaysia. I was an active swimmer in my early days back at University; but now, with a busier schedule, I swim leisurely every week. I enjoy hiking and exploring different parts of the world and customising my own flowers displays back at home.

“We weaved in and out for life, most importantly carpe diem.”

Compliance & Risk, and Operations Associate

Cindy Tan

As a Compliance & Risk and Operation Associate, my role is to conduct due diligence on new clients and regular reviews to ensure that documentation complies with the guidelines and the completeness of client onboarding documentation, assist new clients on the onboarding process, participate in related activities to monitor the processes are adhered, identify potential compliance and operational issues and checking & verifying of retrocession fees from banks.

After graduating from Murdoch University with a Bachelor of Business in Banking and Finance, I started my first job in HSBC Bank as a bank officer, where I was first exposed to the world of banking. Subsequently, I joined Standard Chartered Bank as a Billing officer in the Securities Settlement Department. Before joining Envysion, I was a KYC officer in DBS Private Bank as I discovered that Know Your Client (KYC) was something I am passionate about.

Outside of work, I love spending time with my family and traveling to explore different cultural experiences. For my ME time, I enjoy browsing for nice movies/dramas, online shopping, or recipes idea to whip a good meal for the family.

“If everything was perfect, you would never learn and you would never grow.”