Give Yourself an Unfair Advantage
in Your Investment Advisory Business
A full-time, in-house investment team and proprietary tools that your competitors simply don’t have.
Date: 21 August 2025 (Thursday)
Time: 2:30 PM – 4:00 PM
Venue: Financial Alliance, Level 12, Gateway West
unfair
advantage
We know that 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. That’s why we deliberately created 3 ‘Unfair Advantages’ to eliminate these roadblocks, ensuring you can advise your clients with absolute confidence and build a thriving investment business.”
UNFAIR ADVANTAGE I
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 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
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.
Riyaz Tadjoudine
M.Sc (Applied Finance)
Investment Analyst
Riyaz has 8 years of experience in the wealth management industry. His primary area of expertise lies in researching various investment products and assisting in the development of investment portfolios. Riyaz’s educational background includes achieving first-class honors in banking and finance for his undergraduate degree and earning a Master’s in Applied Finance with high distinction.
Nicholas Low
Junior Investment Analyst
Nicholas graduated from Monash university with a degree in Finance. He has a passion for trading and investment research.
UNFAIR ADVANTAGE II
PROPRIETARY TOOLS
Gain an edge with “Harverz,” our exclusive in-house tool. It gives you a bird’s-eye view of all available market solutions, empowering you to build superior client portfolios quickly and justify your recommendations with data.
UNFAIR ADVANTAGE III
UNRIVALLED RANGE OF SOLUTIONS
Your advice is only as good as the solutions you can offer. We remove the limits. Gain access to an unrivalled range of solutions through 7 different investment platforms and deep partnerships with numerous leading fund houses. This freedom means you can craft truly holistic, best-fit portfolios for your clients.
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 & vInvestment 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