Francis TanChief Strategist, Asia at Indosuez Wealth ManagementSpeaker
Profile
Francis Tan is the Chief Strategist, Asia, at Indosuez Wealth Management. Francis joined Indosuez in July 2024 after a distinguished career across both public and private sectors. Representing the Indosuez Global CIO office in Asia, Francis is responsible for formulating and articulating Indosuez’s Global Investment Strategies in Asia, and translating them into actionable portfolio construction solutions for our clients. Prior to his role at Indosuez, Francis was at United Overseas Bank for 12 years, first serving as Asian Economist within the Global Economics & Markets Research Team, before being appointed Investment Strategist at UOB Private Bank, where he worked on the investment strategy across multi-asset classes, while supporting in both the advisory and discretionary segments of the private bank. Before that, Francis served as Investment Manager in the wealth management arm of the Royal Bank of Scotland and was an Investment Strategist at Phillip Capital, where he led the development of portfolio allocation strategies for clients based on their risk-return preferences. Francis started his career with the Singapore Tourism Board, where he specialised in tourism economics. He also served as a government economist with the Singapore Ministry of Trade & Industry. Francis holds a Master of Social Sciences in Applied Economics (2003) and a Bachelor of Social Sciences (Honours) in Economics from the National University of Singapore (2002).
Agenda Sessions
The new allocation regime: Building private wealth portfolios beyond the 60/40 era
, 09:20View Session
