中文
中文 EN

在固若磐石的基础上开拓

融石资本有限公司成立于2005年，是一家新加坡财富投资管理公司。

我们提供家族办公室、基金管理、 外部资产管理及礼宾级服务，拥有一支优秀的经理团队，致力于让您的资金为您服务。

在强大的企业家和管理人员团队的领导下，我们凭借专业知识提供高度定制化的金融服务及多种基金产品，包括我们内部的高性能定制化基金，这让我们成为能满足您所有财富管理需求的一站式公司。

融石是一家持牌基金管理公司（LFMC），持有新加坡金融管理局（MAS）颁发的基金管理资本市场服务（CMS）执照。我们也是新加坡经济发展局管理的全球投资者计划基金（GIP）的八大基金之一。作为合格境外机构投资者（QFII），我们的客户可享受充分的灵活性，能直接投资于中国所有的上市证券。

核心价值观

客户为合伙人

我们将客户视为合伙人，双方利益一致，朝向共同目标努力。这意味着最低的利益冲突，并且明确地专注于长期的共赢。

纪律严明、逻辑驱动

我们依靠基于数据的知识和逻辑，而非情感。将客户的财富视为己出，我们才能去除市场的冲动，努力争取长期的绩效。

诚信卓越

我们努力追求卓越，同时坚持最高的诚信标准。

我们的命脉

杰出人才

我们紧密团结的团队来自不同的背景，配合公司协作文化的进一步支持，促进和培养有才华、富有创造力和独立思考者。

我们经验丰富的专业团队与客户紧密合作，确保满足客户的个性化需求。我们坚信这种量身定制的方式，是提供值得客户信赖的高质量服务的绝对关键。

郑利财

首席执行官

Justinus Nurman

首席运营官

𨐒琲珼

Chief Corporate Officer

NG KAI HWAI

Chief Finance Officer

KEITH LIM

Head of Business Risk and Compliance

SHAWN TAN

Head of Investment

赖志聪

Head of Institution and Family Office Solutions

陳志锋

Head of Business Development

BENJAMIN WONG

Head of External Asset Management (EAM)

Benjamin Dumke

Alex Tan

Guy Ting

Joel Quek

Cyrus Tan

Kelly Tan

Michelle Foo

Law Lai Peng

Shyna Yang

Stephanie Yio

Faith Tei

Grace Ngoh

Jason Lee

Leon Soh

Aaron Chen

Deidra Humphrey

Keith Toh

Goh Zong Wei

Jackson Wong

Aaron Chen

郑利财

首席执行官

Lester Tay is the Chief Executive Officer and Executive Director of Rockstead Capital, which he founded in 2005.  With over 28 years of experience in audit, financial reporting, and fund management, Lester has played a pivotal role in the growth of Rockstead Capital. Under his leadership, the Group’s Assets Under Management (AUM) have grown significantly to approximately S$1.6 billion. He currently oversees the overall management and strategic direction of the company.

Lester brings a strong network of industry relationships and a proven track record in delivering bespoke financial solutions for businesses and investors. Alongside a team of dedicated investment professionals and external asset managers (EAMs), he has driven robust and sustained growth in the company’s asset management business.

He began his financial career at Arthur Andersen in Singapore and Sydney, before moving on to Ernst & Young and Deloitte & Touche. Proficient in International Accounting Standards and GAAP, Lester has extensive experience in the investment and restructuring of foreign companies. Since the late 90s, Mr. Tay had led and completed several large-scale audits, due diligence engagements, business consultancy, corporatisation and Initial Public Offerings invoving corporations in Singapore, Australia, China, USA, Canada, and countries in Europe.  He has also headed numerous capital-raising initiatives, including originating, structuring, executing and sourcing for equity and derivative instruments in the likes of warrants and convertibles for listing aspirants and listed entities in several jurisdictions.

Lester has spearheaded and advised on multiple listing exercises across global exchanges, including SGX, HKSE, TSX and TSX Venture in Canada, OTC and NASDAQ in the United States, as well as exchanges in Asia, Europe, and Australia. He originated OTC listings for an oil exploration company and a Singapore infotainment firm, and has been involved in the listings of more than 20 companies on the Singapore Exchange. His portfolio also includes several reverse takeovers (RTOs) across Asia, Europe, and the U.S., and he played a key role in listing the first Chinese company on the German bourses.

A frequent speaker, Lester has presented at various industry events, including NTU’s “High Flying CFOs in Town” forum, CCH’s “CFO Roles in Today’s Economy” seminar, and other Business Times and media engagements. He has served on the Finance and Investment Committee of the Singapore Armed Forces Reservist Association (SAFRA), and has been a board member of listed companies in Singapore, Australia, and the United States.

In October 2007, Lester was honored with the “Nanyang Outstanding Young Alumni Award” by Nanyang Technological University (NTU), recognising his professional achievements and contributions to the alumni community. He holds an Honours Degree in Accountancy from NTU, is a Chartered Accountant of Singapore, and a current member of both the Institute of Singapore Chartered Accountants (ISCA) and the Singapore Institute of Directors (SID).

Justinus Nurman

首席运营官

Justinus Nurman is a passionate,  accomplished business leader with over 30 years of experience across diverse sectors including FMCG, business advisory and financial services. Known for his strategic mindset, commercial excellence and people focus, he excels in driving growth, leading high-performing teams, and executing successful business turnarounds with a strong focus on client-centric outcomes.

Prior to Rockstead, Justinus served as a key figure at British American Tobacco, helming various strategic roles in Indonesia, South Korea, and Hong Kong before being appointed as the Head of Global Travel Retail – Asia Pacific region. Other career highlights include key roles at prominent organisations such as Arthur Andersen and General Electric, where he gained deep expertise in financial management and organisational development. Now at Rockstead, Justinus is applying his leadership in change management to build an agile, excellence-focused organisation with the clients at the forefront.

Justinus holds a degree in accounting from Tarumanagara University and an MBA in international business from Monash University.

𨐒琲珼

Chief Corporate Officer

Audrey Koh is a Certified Public Accountant and a member of the Institute of Singapore Chartered Accountants, with more than 20 years of commercial experience across various industries.

She spent a decade with the British American Tobacco Group, where she held roles including Commercial Manager, Internal Auditor, and Finance Head.

She also served as Finance Controller with Remy Martin International.

Audrey holds a Bachelor’s degree in Accountancy (Honours) with a minor in Information Technology from Nanyang Technological University.

Ng Kai Hwai

Chief Finance Officer

Ng Kai Hwai was appointed as the Chief Financial Officer of the Group on 25 September 2023. He is responsible for the Group’s overall financial accounting and reporting, as well as matters relating to risk management.

Prior to joining the Group, he served as Audit Senior Manager at BDO LLP (Singapore) from November 2019 to September 2023. During this time, he was instrumental in establishing the firm’s Financial Services Group and conducted external audit engagements for clients primarily in the financial services industry, including financial institutions, fund managers, funds, and fintech companies.

Between October 2021 and March 2022, he took on the role of Senior Group Accountant at V Group Holding Pte Ltd, before re-joining BDO LLP in March 2022. Before his time at BDO, he worked as Audit Manager at Deloitte & Touche LLP from June 2017 to November 2019. He also served as Assistant Manager at Deloitte PLT in Malaysia from December 2011 to June 2017, where he was involved in audit assignments for both private and publicly listed companies.

During his tenure at BDO LLP, his work also included audit and accounting advisory services, with a primary focus on regulated entities. He was further tasked with reviewing regulatory compliance, including adherence to MAS requirements and regulatory reporting obligations.

Kai Hwai holds a Diploma and an Advanced Diploma in Business Studies (Accounting) from Tunku Abdul Rahman College, Malaysia, awarded in 2009 and 2011, respectively. He later obtained a Bachelor of Arts in Accounting and Finance from Sheffield Hallam University, United Kingdom, in 2011. In 2023, he completed the examinations required for membership in the Association of Chartered Certified Accountants (ACCA).

Keith Lim

Head of Business Risk and Compliance

Keith Lim brings with him over eight years of experience in compliance and operations within the financial industry. In his most recent role as Senior Operations & Treasury Manager at HugoSave, he collaborated with Compliance, Product, and Technology teams to implement automated solutions across operations, compliance, client onboarding, and client support. Prior to that, he served as Operations Manager at SYFE Pte Ltd, where he ensured that KYC/AML processes and client onboarding procedures complied with MAS regulations. He also took on a leadership role as a coach to a team of seven operations analysts.

Keith holds a Bachelor of Arts in Business Management with Finance (Second Class Honours). He is IBF Qualified (Level 1) with an Advanced Certification in Governance, Risk, and Compliance, and most recently attained a Diploma in Financial Crime Compliance.

Shawn Tan

Head of Investment

Joining in January 2024, Shawn Tan serves as the Head of Investment at Rockstead Capital.

Prior to this, he spent eight years at UOB, where he partnered with Senior Client Advisors to deliver insightful investment strategies to high-net-worth individuals within the Private Wealth segment.

Shawn’s diverse career includes client-facing advisory roles at HSBC, Citibank, and ANZ, as well as experience in hedge fund FX trading. This broad exposure has equipped him with a unique perspective in tackling complex investment challenges.

He also played a key role in shaping UOB’s investment landscape, serving as a voting member of the UOB Personal Financial Services Investment Committee from 2019 to 2022.

Shawn holds an Honours Degree in Civil and Environmental Engineering from Nanyang Technological University. He is actively involved in community service and currently serves as Assistant Treasurer at Teck Ghee Community Club.

赖志聪

Head of Institution and Family Office Solutions

Before joining Rockstead Capital, Stephen Lai served as the Head of Risk Management for Corporate, Commercial & Institutional Banking at Standard Chartered Bank Singapore.

He brings with him extensive international experience, having held roles at major financial institutions such as Standard Chartered Bank in Hong Kong, UBS in London, Nomura, and Lehman Brothers in Tokyo.

他的专业领域包括算法交易、投资组合构建、风险管理以及应用定量方法发现市场异常等。

He holds a Master’s degree in Finance, with a specialisation in Quantitative Finance and Investment, from London Business School. Stephen also earned his Bachelor’s degree in Mechanical Engineering from the National University of Singapore.

陳志锋

Head of Business Development

Before joining Rockstead Capital, Francis Tan served as the First Vice President of PVR, Malaysia Offshore Market at UOB. He managed a portfolio valued at S$250 million, working with clients across the Asia Pacific region. He is a specialist in client acquisition and relationship management.

Francis was the recipient of the FY 2019 Sales Achievement Award at UOB.

Prior to that, he was ranked among the Top 5 CPC Relationship Managers at Citibank for three consecutive years from 2014 to 2016. He also received numerous other top awards during his tenure at Citibank between 2008 and 2013.

Francis holds a Bachelor of Business in Economics and Finance from Royal Melbourne Institute of Technology (RMIT) University.

Benjamin Wong

Head of External Asset Management (EAM)

Benjamin Wong manages a team of Client Advisors within Rockstead Capital.

He brings with him more than 23 years of experience in the banking industry, having held senior positions across both retail and private banking. Prior to joining Rockstead, he led the External Asset Management (EAM) business at 8 Capital Asset Management.

His earlier roles include serving as Head of Treasury Specialists across Retail and High Net-Worth segments at OCBC Bank, covering both Singapore and international markets. He also headed the High Net-Worth business in sales, acquisition, and service teams at HSBC Bank.

Benjamin was a regular speaker at bank client events and university talks, where he covered topics such as financial markets, financial literacy, and investments. He was also actively involved in developing curriculum and conducting training for relationship managers across various banks.

Throughout his career, Benjamin has played a pivotal role in projects that enhanced client delivery and improved the overall experience of banking services, contributing to greater productivity and competitiveness within the industry.

In recognition of his expertise and contributions, he received the prestigious IBF Aspire Award in 2017.

Benjamin Dumke

Director, Client Advisory

Benjamin Dumke has called Singapore home since late 2009, making a successful transition from private banking to independent asset management after completing his MBA in 2015.

He brings 16 years of experience in wealth and asset management, with a strong focus on portfolio construction and relationship management.

As a veteran portfolio manager, Benjamin has guided clients through the Global Financial Crisis, the European Sovereign Debt Crisis, the pandemic rebalancing as well as the China crackdown.

He began his professional journey in Liechtenstein in 2007, following the completion of his high school education in the United States and the attainment of a Bachelor of Finance degree in Switzerland.

Alex Tan

Director, Client Advisory

Stepping into the ranks of Rockstead Capital in January 2021, Alex Tan began a new chapter in his professional journey. Prior to his role at Rockstead, he held a notable position as a Client Advisor and Vice President at UOB.

Alex brings with him over a decade of experience in wealth management, which set the stage for his seamless integration into the Rockstead team. His areas of specialisation include a broad range of financial instruments, such as structured solutions, dual currency transactions, FX, derivatives, bonds, unit trusts, hedge funds, and risk management solutions.

During his nine-year tenure with UOB, Alex managed a portfolio of high-net-worth clients with a cumulative Assets Under Management (AUM) of S$250 million.

His accomplishments include being named Top Rookie Relationship Manager for the Privilege Banking Platform in 2012, as well as ranking as a Top 10 Client Advisor, coming in 6th position in 2014 and 3rd position in 2017, for the Privilege Banking Platinum Awards.

Alex holds a bachelor’s degree in finance from the Singapore University of Social Sciences (SUSS), providing him with a strong educational foundation.

Guy Ting Zhi Wei

Director, Client Advisory

Guy Ting Zhi Wei has over 15 years of experience in the banking industry, with a specialisation in mortgages and client relationship management.

He is highly skilled in all aspects of the mortgage process and wealth management. Known for his excellent communication skills, Guy has a strong ability to build rapport with clients and is consistently recognised for exceeding sales goals and delivering high-quality service.

Throughout his career, he has established a proven track record of success, having managed and processed over S$1 billion in secured loans.

Guy has received more than 10 industry awards, including four Platinum Awards from UOB and six awards from HSBC, including the Circle of Excellence and Orion Awards.

Joel Quek

Director, Client Advisory

In his most recent position at UOB, Joel Quek served as a Treasury Specialist, where he provided invaluable support to Relationship Managers in advising clients on investment decisions.

With over two decades of experience in the financial industry, Joel is a seasoned banker with a broad background spanning Insurance, SME Banking, Global Markets, and Privilege Banking.

He has successfully completed an executive certificate programme in Wealth Management from the National University of Singapore, and his professional credentials are further supported by certifications from the Institute of Banking and Finance (IBF) and the Singapore College of Insurance (SCI).

Cyrus Tan

Director, Client Advisory

Across a decade of dedicated service, Cyrus Tan has honed his expertise in wealth management and meticulous financial planning, leaving a strong imprint across the ASEAN market, particularly in Singapore, Malaysia, and the Philippines.

He brings with him a wealth of leadership experience, having adeptly guided offshore client advisors in expanding and thriving within the super affluent segment of offshore markets.

Cyrus’s acumen extends to the establishment of family chapters, intricate trust structures, and dynamic financial frameworks, underscoring his proactive approach in delivering comprehensive wealth solutions.

His academic journey culminated in a Second Upper Honours degree from the University of London (SIM-UOL). He also holds a UBS Wealth Management Diploma, further reinforcing his expertise in the field.

Cyrus在东盟市场的收购方面取得了显著成就，并在建立各种账户方面发挥着重要作用，这证明了他的收购能力。

Kelly Tan

Director, Client Advisory

With over 15 years of experience in banking, Kelly Tan is a seasoned relationship manager who specialises in crafting tailored financial solutions for high-net-worth clients. She is experienced in working closely with clients’ trusted advisors across different countries to ensure a coordinated and integrated approach to wealth management.

Kelly adopts a holistic approach to wealth management, incorporating investment strategies, tax planning, estate planning, and risk management to meet her clients’ comprehensive financial needs.

She graduated from the University of Technology, Sydney with a Bachelor of Business in Finance and Marketing.

Michelle Foo

Director, Client Advisory

Michelle Foo is a trusted wealth manager with over 19 years of experience in leading banks, specialising in investment advisory and wealth planning for clients across Asia.

She is committed to identifying profit opportunities, safeguarding investments, and actively managing and mitigating risks within her clients’ wealth portfolios.

Michelle’s academic foundation was built at Nanyang Technological University, where she graduated with a Bachelor of Accountancy (Second Class Upper Honours).

Law Lai Peng

Director, Client Advisory

Law Lai Peng began her career in banking as a Relationship Manager at DBS Ltd. in 2001.

In 2003, she was swiftly promoted to Priority Banking Relationship Manager, where she adeptly managed an impressive portfolio with approximately S$250 million in Assets Under Management (AUM). Her skill in investment sales earned her a series of accolades between 2004 and 2005.

In 2006, she joined UOB Ltd. as a Privilege Banking Relationship Manager. Her trajectory of success continued, and by 2011 she had risen to the role of Privilege Banking Reserve Client Advisor. In 2014, she transitioned to UBS Private Banking, where she served as a Client Advisor.

From 2016 to 2020, she worked at private equity firm as a Regional Business Manager, focusing on Fixed Income sales. Lai Peng later joined Rockstead Capital’s External Asset Management (EAM) team.

Shyna Yang

Director, Client Advisory

With over a decade of experience in the banking industry at both Citibank and UOB, Shyna Yang has managed a diverse portfolio of affluent clients from Singapore, Malaysia, Taiwan, and around the world.

She is a specialist in servicing clients from the Rest of World (ROW) and North America (NA) regions.

Shyna was recognised for her outstanding performance at UOB, having achieved the Top Investment Volume and Revenue for UOB PVI Offshore in both 2019 and 2020. She was also the recipient of the Top Insurance performer for Q2 2017, Top Treasury performer in 2018 and the UOB PVI Offshore ACE Recognition Programme Award in 2019.

Earlier in her career, she was ranked among the top 30 bankers in the Citi Achievers’ Club 2014 and the top 20 bankers in the Regional Insurance Champions’ Club 2014.

Shyna holds a Bachelor of Science (Honours) in Business Management from the University of Bradford, United Kingdom.

Stephanie Yio

Director, Client Advisory

Prior to joining Rockstead Capital, Stephanie Yio accumulated nearly two decades of experience in the general insurance and financial industry. She has held leadership roles in various multinational organisations, primarily managing high-net-worth individuals as well as commercial portfolios on a global scale.

She holds a Bachelor of Business Administration in International Business and a Diploma in Banking and Financial Management. In addition, she has attained both the professional certificate and diploma from the Chartered Insurance Institute of the United Kingdom, further reinforcing her expertise in the insurance field.

A firm believer in continuous improvement and staying attuned to the evolving economy, Stephanie is always eager to engage with new people, exchange knowledge, and explore fresh opportunities for growth.

Faith Tei

Director, Client Advisory

Faith Tei boasts a distinguished twelve-year career at Citibank, where she successfully managed a substantial portfolio of over S$250 million in Assets Under Management (AUM). Throughout her tenure, she has consistently been recognised as a trusted advisor to high-net-worth clients, delivering personalised investment solutions and tailored guidance to help them achieve their financial goals.

She is the recipient of several prestigious awards during her time at Citibank. These include membership in the esteemed Regional Chairman’s Council for the years 2018 and 2019, along with multiple recognitions in the Citi Achiever’s Club from 2015 to 2020.

In addition, Faith consistently earned top awards from 2011 to 2014, reflecting her ongoing commitment to excellence.

Her academic background includes a Bachelor of Science in Business from the University of London.

Grace Ngoh

Director, Client Advisory

With more than 20 years of successful banking experience at Standard Chartered Bank, UOB and Credit Suisse, Grace Ngoh most recently joined Rockstead Capital from a multi-family office, where she provided independent wealth management and alternative investing advice to some of Asia’s foremost ultra-high-net-worth families and individuals.

A listed-assets specialist with a strong track record in private debt and private equity investments, Grace also has extensive experience in setting up and managing a Variable Capital Company (VCC) from 2020 to 2023.

Throughout her banking career, Grace has received numerous accolades. She was named Service Excellence Champion of Association of Banks Singapore (ABS) and received the CEO’s Award, UOB Star of the Year. She was recognised as the Top Product Specialist from 2001 to 2014 as well as the Top Team Manager from 2003 to 2007.

Grace holds a Master of Business and an undergraduate degree in Business from the University of Newcastle in Australia.

Jason Lee

Director, Client Advisory

Prior to joining Rockstead Capital, Jason Lee managed a portfolio of high-net-worth individuals at Standard Chartered Bank.

He is deeply passionate about helping clients achieve their financial aspirations by understanding their needs and long-term goals. Jason is committed to delivering independent, personalised, and continuous wealth management services, providing clients with access to exclusive offerings and tailored solutions.

He has been recognised both within Standard Chartered and across the industry, receiving accolades such as the StanChart Top Rookie, CEO Challenges and Circle of Champions Awards, and invitations to Wealth Management Summits.

Jason holds a Double Bachelor’s degree in Communications and Media, with a background in International Business, equipping him with in-depth knowledge of the evolving financial markets and instruments. He is also currently pursuing his Chartered Alternative Investment Analyst (CAIA) certification, reflecting his dedication to continuous learning and professional growth.

Leon Soh

Director, Client Advisory

Leon Soh has over 17 years of experience in credit, legal and compliance governance, and portfolio management, serving both corporate and high-net-worth clients.

He is proficient in treasury and structured investments, including FX accumulation structures and equity-linked notes. Leon also specialises in developing financial solutions in areas such as corporate and commercial lending, as well as trade financing, for example, using cross-collateralisation strategies involving high-net-worth clients’ insurance or investment holdings to support corporate lending needs. In addition, he has extensive experience in strategy, credit risk, and compliance management initiatives.

Leon holds CACS Paper 1 and Paper 2 certifications and earned a Bachelor of Science (Honours) in Banking and Finance from the University of London.

Aaron Chen

Director, Client Advisory

With over a decade of experience in wealth management at leading regional and international banks, Aaron Chen currently oversees a portfolio of high-net-worth individuals.

He is deeply passionate about helping clients achieve their financial aspirations by understanding their needs and long-term goals. Aaron is committed to delivering independent, personalised, and continuous wealth management services, providing clients with access to exclusive offerings and tailored financial solutions.

He has received numerous awards throughout his career, including the HSBC Orion Award, HSBC Global Circle of Excellence, and the distinguished title of Best Relationship Manager of the Year 2022 by the Retail Banking Innovation Award. These accolades reflect his recognition within both banks and the broader financial industry.

Aaron holds a Bachelor’s degree in Banking and Finance from the University of London and possesses in-depth knowledge of financial markets and instruments.

Deidra Humphrey

Director, Client Advisory

Deidra Humphrey currently manages a portfolio of high-net-worth individuals across Europe, the United Kingdom, India, and Southeast Asia.

She joined Rockstead Capital following a distinguished banking career of over 12 years at HSBC. Passionate about delivering exceptional value to clients, Deidra goes beyond conventional banking by providing personalised solutions aligned with individual goals. She is committed to staying ahead of the evolving wealth management landscape, with a strong focus on innovation and efficiency.

A recipient of the prestigious HSBC CEO Award and shining star accolades, Deidra has been recognised for her ability to build trusted relationships and consistently drive business growth.

She holds a Bachelor’s Degree (Second Upper Honours) in Banking and Finance from the University of London, combining strong academic foundations with practical experience to navigate the complexities of today’s financial world.

Keith Toh

Director, Client Advisory

Keith is a seasoned ultra-high-net-worth (UHNW) banker with extensive experience in the banking and financial services industry. Over the years, he has honed his expertise in portfolio management, risk management, and business relationship development, consistently demonstrating a strong ability to meet the sophisticated needs of high-net-worth individuals. His approach combines technical proficiency with a keen understanding of client expectations, emphasizing both service excellence and financial acumen.

At Rockstead Capital, Keith focuses on crafting personalized wealth management strategies that align with long-term financial goals. He specializes in alternative investments, private markets, and bespoke asset allocation, guiding his clients through complex financial environments with a disciplined, purpose-driven approach. His work at Rockstead Capital reflects his core values of independence, precision, and a commitment to safeguarding and growing his clients’ wealth.

Prior to joining Rockstead Capital, Keith held various leadership roles at OCBC Bank, including Associate Director and Premier Senior Relationship Manager. During his tenure, he consistently ranked as a top performer, earning numerous awards and managing portfolios exceeding $100 million.

Goh Zong Wei

Director, Client Advisory

Before joining Rockstead, Zong Wei accumulated over 14 years of experience in the financial industry, having held key roles at UOB and Citibank.

At Rockstead, he manages an actively curated Actively Managed Certificate (AMC) designed to enhance yield through disciplined exposure to high-quality equities. His investment approach balances capital growth, income generation, and downside protection — tailored to a wide range of client objectives.

He provides bespoke portfolio solutions across both public and private markets, with expertise spanning equity derivatives, private equity selection, and risk-managed portfolio construction.

With a background in Engineering from Nanyang Technological University, Zong Wei brings a rigorous, quantitative approach to investment management.

Jackson Wong

Director, Client Advisory

Jackson is a seasoned banking professional with over a decade of experience who has built a strong career in wealth management and financial planning for the high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. Known for a personable and results-driven approach, Jackson brings deep expertise in complex investment strategies, legacy planning, tax optimization, and philanthropy. His work focuses on crafting tailored financial solutions that preserve and grow generational wealth while maintaining strong, trusted relationships with clients.

Prior to Rockstead, Jackson held several senior positions at UOB, including Director and Vice President roles within Private and Privilege Banking. His portfolio spanned Singapore, Malaysia, Thailand, and Indonesia.

Jackson holds a Master of Business Administration from University of Western Australia.

Aaron Chen

Director, Client Advisory

  • With over a decade of experience in wealth management at leading regional and international banks, Aaron oversees a portfolio of High Net Worth Individuals.
  • Holding a bachelor's degree in Banking & Finance from the University of London, he has an in-depth knowledge of financial markets and instruments.
  • Aaron is deeply passionate about helping clients achieve their financial aspirations by understanding their needs and long-term goals. His goal is to deliver independent, personalized, and continuous wealth management services to his clients, providing them access to exclusive offerings and services.
  • Having received numerous awards among them including HSBC Orion, HSBC Global Circle of Excellence, and the distinguished title of Best Relationship Manager of the Year 2022 by the Retail Banking Innovation Award, Aaron has been recognised within banks and across the industry.

重要法律和专有信息​

本网页包含有关融石资本有限公司及其资金的重要法律和专有信息。在继续之前，请阅读以下免责声明。

单击“我同意”按钮，即表示您声明并保证：

  1. 您已阅读并理解本页中包含的信息并接受此处包含的条款和条件
  2. 您所在司法管辖区的适用法律和法规允许您访问此网页上的信息
  3. 您被正式授权访问此网页以获取信息，并且
  4. 您或您所代表的任何其他个人或实体发起与融石资本或其代表的讨论、通信或其他沟通，导致您请求访问融石资本有限公司 的网站和有关其资金的信息，而 融石资本或其代表均在此类未经请求的讨论、通信或其他通信之前，未曾在任何时候就提供投资咨询服务或投资融石资本基金事宜，直接或间接与您联系。

本网页上的信息不适用于位于或居住在此类信息分发受到限制或未经授权的司法管辖区的人员。融石资本未采取任何行动来授权、注册或限定任何融石资本基金，或以其他方式允许在任何司法管辖区公开发行任何融石资本基金，或允许在任何司法管辖区分发与任何融石资本基金相关的信息。

据其所知和所信，融石资本认为本文中包含的信息截至发布之日是准确的。本网页中的所有信息和意见如有更改，恕不另行通知。对于本网站或第三方提供的信息的准确性、充分性或完整性，不提供任何明示或暗示的陈述或保证。本网页中的材料可能包含技术错误或印刷错误，并且可能由于各自日期之后发生的发展而变得不准确。融石资本不承担维护此类信息更新的义务。本网页中包含的任何其他网站的链接仅供用户使用，并不构成融石资本对这些网站的认可。融石资本对本网页引用的其他网站的内容不承担任何责任。融石资本及其附属公司及其各自的股东、董事、管理人员和员工均不对本网页上的任何错误或遗漏承担任何责任，也不对因使用本网页直接或间接造成的任何直接或间接损失或损害承担任何及全部责任。

除非与融石资本另有约定，严禁使用、披露、复制、修改或分发本网页的内容或其任何部分。对于因您访问或使用本网站而产生的或以任何方式与之相关的任何直接、间接、附带、后果性、惩罚性或特殊损害，融石资本明确声明不承担任何责任，无论是合同责任、侵权责任、严格责任还是其他责任。

本网页不是广告，不供公众使用或分发。本网站仅供提供一般信息之用，未考虑任何特定投资者的目标、财务状况或需求，并不构成投资建议。投资者在做出任何投资决定之前，应考虑本网站信息的适当性，并考虑投资者的目标、财务状况和需求，寻求专业建议。在任何情况下，任何打算依赖或使用本网站所含信息的人都应独立验证和检查信息的准确性、完整性、可靠性和适用性。 本网页包含的信息并不构成财务、投资、法律、会计、税务或其他专业建议或对融石资本基金投资的招揽，也不构成出售由融石资本所管理或建议的基金所发行权益的要约。任何要约只能通过相关要约文件以及相关认购协议提出，所有这些文件必须完整阅读和理解，并且只能在此类要约符合相关法律和监管要求的司法管辖区进行。

模拟、过去和预计的表现不一定代表未来的结果。数据可能取自被认为可靠的来源（但不一定经过独立验证），在做出投资决策时不应依赖此类数据。融石资本、其管理人员和员工不对此类信息的准确性或完整性承担任何责任。投资由融石资本管理或建议的基金时，既有损失的风险，也有获利的机会。

融石资本有限公司持有向合格投资者提供基金管理服务的资本市场服务许可证，并且是《财务顾问法》（“FAA”）第 20(1)(d) 段规定的豁免财务顾问。 因此，本网站及其内容仅允许为“机构投资者”或“合格投资者”的人士使用，其含义均在新加坡证券和期货法（第 289 章）所规定的范围内； 作为“机构投资者”和/或“合格投资者”，《财务顾问法》关于本网站内容的某些披露要求不适用于您作为接收者。本网站中描述的产品和服务仅适用于上述类别的人员。本网站的任何内容均未获得 MAS 或任何其他全球监管机构的批准或认可。

同意
取消