Paragon Capital Management isn’t an ordinary wealth management company. We are focused on giving our clients independent advice, and we want to challenge the idea of what wealth management means.
With extensive experience in financial services, our team at Paragon Capital Management Singapore know exactly what investors need. With this knowledge, we have created an innovative and progressive company.
We are fully committed, using the latest wealth management technology, to deliver on the company’s mission: to grow assets, to build unbreakable trust and to provide impeccable service.
Our Mission & Philosophy
Grow Your Assets
To Build Unbreakable Trust
Provide Impeccable Service
Digitisation has changed the financial services industry for the better. Now, almost any kind of transaction or investment can be carried out online, while smartphone apps allow investors to get real-time updates on their investments.
But the wealth management sector has not kept up with these developments. We strongly believe investors want to use the latest technology and we want to help bring wealth management into the digital age.
Bespoke Discretionary Portfolio Management
Execution of the investment strategy with the right investment skills and experience; keeping client’s portfolio on track to achieve its objectives.
Meeting specific investment goals for the benefit of investors across geographical locations and asset classes (including real estate).
Offering innovative products and solutions to meet client’s investment goals.
PRIVATE EQUITY & CORPORATE ADVISORY
Enhancing client portfolios with private market opportunities & strategic investment arrangements.
Chief Executive Officer & Chief Investment Officer
Paul’s decisive yet easy-going work style has seen him rise to the forefront of the wealth management industry in Asia. With more than 20 years’ experience, he is an expert on the Singapore and South East Asian markets. Although Paul is well known for his portfolio management skills, he is first and foremost a people person who enjoys meeting new investors and helping them to work out the best strategy for their individual needs. He has held high-level positions at some of the world’s top private banking and wealth management companies, including Credit Suisse and Barclays Wealth & Investment Management.
Before setting up his own company, Paul was a senior banker at Swiss private bank, Bank Julius Baer & Co.
Chief Operations Officer
Approachable and friendly, Irene’s open-minded style makes her an expert at solving functional and technical problems. With more than 20 years’ experience in financial institutions’ investment banking segment, including UOB and Raiffeisen Bank International, Irene rose to become a director and key member of the team that set up Southern Cross Capital Management.
A true team player, Irene is a middle office controller with portfolio and risk analytical skills, who always presents the facts objectively to ensure that the right investment decisions are made.
Private Markets & Corporate Advisory
Xinhui started her banking career in 2005. She was a Product Controller with Deutsche Bank AG followed by Credit Suisse AG, before moving internally to Credit Suisse Private Banking (CSPB). In CSPB, she worked alongside the various product teams to deliver investment portfolio solutions to clients.
She left banking in 2012 to set up a preschool which she exited at a PE of about 6X after five years. When Uber & Grab started ramping up their businesses, Xinhui set up a car rental company to address the demand for rental cars by the drivers. She realised a 33% IRR for that one year of operation.
Xinhui graduated from Singapore Management University with a Bachelor of Business Management (Finance).
Leon Ho, CFA
Vice President, Portfolio Management
Leon’s career in finance spans Morgan Stanley, OCBC Bank and the CIO office at Barclays Wealth & Investment Management. Prior to his current role, he was with HSBC Bank (Singapore) managing the investment portfolios of Singapore domiciled clients.
Leon graduated from the National University of Singapore with a Bachelor of Social Sciences (Hons) in Economics. He is a CFA® Charterholder.
Vice President, Client Services
Wendy’s career spans Credit Suisse AG, Goldman Sachs (Singapore) and Barclays Bank PLC. She spent more than 13 years in Private Wealth Management, assisting high net worth individuals manage their investment portfolios across various asset classes.
Wendy graduated from the Nanyang Technological University of Singapore with a Bachelor of Business (Hons) specializing in Financial Analysis.
Adrian Lee joined Paragon Capital Management Singapore as Advisor in 2020. Adrian started his Wealth Management career in 2007 with UBS, Private Banking before spending 8 years at Bank Julius Baer where he was a Director.
Prior to joining Paragon Capital, Adrian was a Senior Client Advisor at Thirdrock Capital which was subsequently acquired by Schroders Wealth Management.
Adrian has a Mechanical Engineering degree (Hons) from the University of Birmingham, UK and a Master of Science in Wealth Management from the Singapore Management University and has held engineering roles in various organisations before embarking on his banking career.
Associate, Client Services
Marshall was part of a team that developed a Web Application that helped his University better manage and project Investment Returns from its Scholarship Funds. He also worked as a Private Banking Administrative Assistant for United Overseas Bank during his school break where he was involved in providing back-office support.
With an interest in becoming a Financial Analyst, Marshall pursued a double major in Computer Science and Finance to build an effective and reliable foundation for his career.
He graduated with a Bachelor of Science (Majoring in Computer Science and Finance) from the University of Western Australia. Marshall is a tech-enthusiast and enjoys keeping himself updated with the latest IT news and gadgets during his downtime.
We want to create long-term relationships with our clients that are built upon unshakable trust. When you make the decision to entrust us with your investment portfolio, we make a promise to you to be truly objective, unbiased and professional. We are completely independent, thus ensuring the best advice according to your personal circumstances.