Give Yourself an Unfair Advantage
in Your Investment Advisory Business
The Right Tools & Support Matters
Date: 21 August 2025 (Thursday)
Time: 2:30 PM – 4:00 PM
Venue: Financial Alliance, Level 12, Gateway West
unfair
advantage
Building client wealth through INVESTMENT is the cornerstone of holistic financial planning.
But too many talented advisors are held back, struggling with volatile markets and inadequate tools.
At Financial Alliance, we empower our consultants, ensuring you can advise your clients with absolute confidence and build a thriving investment business.
Numbers At A Glance
Since 2003
Our dedicated Investment Team has been established for over two decades, providing stability and consistent, expert guidance through every market cycle.
6 members
Full-time investment professionals make up our dedicated in-house team, providing you with direct access to expert brainpower.
> S$1 Billion
In Assets Under Adviced (AUA), making us one of the largest and most trusted independently owned firms in the industry.
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IN-HOUSE INVESTMENT TEAM
You are backed by a dedicated team of not just two, but 6 full-time investment professionals. Led by Victor Wong and Sani Hamid, this team includes CFA charterholders, quantitative specialists, and portfolio managers with experience at top-tier institutions like GIC, Credit Suisse, Barclays, and DBS Asset Management.
Victor Wong
CFA, M.Sc (Financial Engineering)
Director (Product & Investment Advisory)
Victor has more than 20 years of experience in the financial sector, covering Central Banking, Corporate Banking and Fund Management. During his 8-year stint in the Fund Management industry, Victor has worked in DBS Asset Management and Deutsche Asset Management managing Bond Fund. Prior to joining Financial Alliance, he was managing monies for high net worth clients with ING Asia Private Bank.
Sani Hamid
CFP, M.Sc (Applied Economics)
Director (Economy & Market Strategy)
Sani has more than 20 years of working experience in the financial markets, having worked for companies such as S&P MMS where he led a team of analysts covering Emerging Asian economies; BNP Paribas Peregrine as a Senior Economist; and S&P Ratings as a Sovereign Analyst overseeing the ratings of countries such as Indonesia, India, Malaysia and Singapore.
Lim Eng Guan
M.Sc (Financial Engineering)
Portfolio Manager
Eng Guan is a quantitative investment practitioner with more than 17 years of experience. He has worked as an investment professional in GIC, structured trade reviewer at Credit Suisse, valuation controller at Barclays Capital, and portfolio manager of a multi-strategy fund at LiquidValue Asset Management. He also co-founded AllQuant, an entity focussed on financial markets education.
Patrick Ling Lee-Ee
M.Sc (Wealth Management)
Portfolio Manager
Patrick has more than 17 years of experience in investing. He has worked as an investment professional at UBS wealth management, equity derivative sales at Calyon, product controller at Credit Suisse, and portfolio manager of a multi-strategy fund at LiquidValue Asset Management. He also co-founded AllQuant, an entity focused on financial markets education.
How You Are Supported:
Stop spending your nights and weekends on research. Our team does the heavy lifting, so you can focus on your clients.
Dominate Every Client Meeting: Walk in armed with our Monthly Market Performance Reports covering both macro and micro-level analysis.
Advise with Confidence: Leverage our detailed Portfolio Commentary and FA Top Funds Recommendations to build smarter, more effective portfolios.
Master Fixed Income: Stay ahead of the curve with our in-depth Quarterly Fixed Income Report.
Get Real-Time Alerts: Join our exclusive WhatsApp Investment Group Chat for critical market updates and ad-hoc insights delivered straight to your phone, allowing you to act faster than the competition.
Navigate a World of Choice: Effortlessly understand the entire landscape with our comprehensive Comparison of All Managed Accounts Services and clear Guidelines for Fees and Charges.
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PROPRIETARY TOOLS
Harverz—our exclusive, in-house analytical engine, was built with one purpose: to give you the data and tools needed to build superior client portfolios quickly and justify your recommendations with undeniable proof.
How to use Harverz in your advisory practice
Move beyond basic product comparisons and advise your clients with a deeper level of insight. Harverz empowers you with a suite of powerful analytical functions, allowing you to:
Validate Your Strategies: Use Backtesting to see how your portfolio ideas would have performed historically and run Stress tests to model performance under pressure, giving both you and your clients unshakable confidence.
Find Top Performers: Utilize Returns ranking, Rolling returns, and Risk/Reward analysis to pinpoint the best solutions for any client objective.
Uncover Hidden Risks: Conduct professional Correlation analysis and Seasonality analysis to understand how different assets work together, ensuring your portfolios are truly diversified.
Construct Superior Portfolios with Speed
All this power culminates in the most crucial step: building a better portfolio. Harverz empowers you to construct data-driven Target Allocation Portfolios (TAP) with speed and precision, so you can spend less time on administrative work and more time closing deals.
A tool this powerful is a true game-changer. At the seminar, you will get an exclusive look at how Harverz works and how it can transform your advisory business.
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UNRIVALLED RANGE OF SOLUTIONS
In-House Expertise: A Suite of Company Portfolios
Go beyond the basics with our carefully constructed, in-house Company Portfolios (CP) that cater to a wide variety of client needs and goals. Our offerings include:
Core & Islamic Core Portfolios for foundational wealth-building (Cash/SRS/CPFOA).
Dividend Growth & Enhancer Portfolios designed for income generation.
Unique Thematic Portfolios including Gold-related, Islamic-focused, and REITs to capture specific market trends.
A sophisticated in-house Quant Strategy for a rules-based approach.
Extensive Choice: A Universe of Managed Accounts
Never say “no” to a client again due to a lack of options. Through our various platform partners, you gain access to a massive menu of Managed Accounts (MA). Whether your client needs a
Core, Income, Dynamic, Dividend, REITs, or even a Quant ETF MA, you will have the perfect solution at your fingertips.
Elite Access: Unique Platforms & Alternative Investments
Our platform partnerships give you unparalleled reach and the ability to serve the most sophisticated clients. We work with leading industry platforms to provide you with a competitive edge. More importantly, we empower you to serve the high-net-worth market with:
Exclusive access to Private Markets through a licensed private credit and equity exchange.
The ability to build sophisticated solutions using Structured Products from major financial institutions.
This comprehensive arsenal ensures you are not just a financial advisor; you are a holistic solutions provider, equipped to handle any client, from the new investor to the most sophisticated high-net-worth family.
Listen straight from the Architects of Your Advantage
Date: 21 August 2025 (Thursday)
Time: 2:30 PM – 4:00 PM
Victor Wong
Director, Wealth Management
(Product & Investment Advisory)
Victor has more than 20 years of experience in the financial sector, covering Central Banking, Corporate Banking and Fund Management. During his 8 years’ stint in the Fund Management industry, Victor has worked in DBS Asset Management and Deutsche Asset Management managing Bond Fund. Prior to joining Financial Alliance, he was managing monies for high net worth clients with ING Asia Private Bank.
Sani Hamid
Director, Wealth Management
(Economy & Market Strategy)
Sani has more than 20 years of working experience in the financial markets, having worked for companies such as S&P MMS where he led a team of analysts covering Emerging Asian economies; BNP Paribas Peregrine as a Senior Economist; and S&P Ratings as a Sovereign Analyst overseeing the ratings of countries such as Indonesia, India, Malaysia and Singapore.
Hear what our consultants say
“With the support from Financial Alliance, I am able to expand my service and my Asset Under Advice (AUA) increased from $25m to $75m in just 5 years.”
Wilfred Ling, Wealth Advisory Director
“At FAPL, the support is on another level. I get clear, actionable market outlooks and investment strategies handed to me by an in-house team. The tools and training are designed to give you a real edge.”
Kenny Loh, Wealth Advisory Director
“In a volatile market, managing client emotions is everything. Sani and Victor’s team gives you the tools and insights to turn client anxiety into confidence. Their support has been instrumental in the steady growth of my AUA, especially when times are tough.”
Valerie Eng, Senior Financial Advisory Manager
Still Curious?
Access to this level of in-house support is extremely limited in the industry. This is your opportunity to see it firsthand. Seats are limited to ensure a valuable, interactive session.
Date: 21 August 2025 (Thursday)
Time: 2:30 PM – 4:00 PM