Co-Founder
Chief Executive Officer & Chief Investment Officer

Paul Lee

Paul has over 20 years of wealth and investment management experience. Prior to setting up Paragon Capital Management Singapore, he was Managing Director and Senior Advisor at Bank Julius Baer & Co. Ltd. His portfolio management experience spans across more than two decades over several top-tier banks including Credit Suisse AG and Barclays Wealth & Investment Management, where he helped his high-net-worth clients navigate through volatile markets. His strong track record has earned him the trust of his clients, many of whom have remained clients for more than a decade.

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Vice President, Private Markets & Corporate Advisory

Tan Xinhui

Xinhui started her banking career in 2005 and has chalked up a stellar track record as an investment specialist in delivering investment portfolio solutions to clients. 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 be an entrepreneur and exited the business at a PE of about 6X after five years. She realised a 33% IRR from a venture addressing Uber’s & Grab’s growing presence in Singapore. Prior to joining PCMS, Xinhui was Executive Director at Bayfront Capital Advisors where she covered clients in Singapore and China and assisted corporate clients to raise institutional and private debt and private equity, as well as to expand in offshore markets through joint ventures with strategic partners.

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Managing Director
Senior Portfolio Manager

Carinn Neo

Carinn has more than 24 years of fixed income experience, where she managed products including credit, interest rates and derivatives structures, as well as global and emerging market bonds and loans, and discretionary fixed income mandates. She possesses a deep understanding of the Asia Pacific market. Prior to joining PCMS, Carinn spent over 12 years with Credit Suisse Private Bank Singapore as Co-head of the discretionary fixed income mandates for the APAC region. In her role, she was also the senior portfolio manager for various fixed income strategies including Asia unconstrained bond mandates, fixed maturity and SGD global fixed income mandates.

Prior to this portfolio management role, Carinn was Head of Fixed Income Advisory APAC and the team was awarded “Best Private Bank: Fixed Income Advisory” 2020 by Asian Private Banker. Carinn’s earlier career includes being part of Bear Stearns Fixed Income team, Fund Manager in DBS Asset Management and Fixed Income Credit Analyst in OUB Asset Management.

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Managing Director
Senior Portfolio Manager

Sean Quek, CFA

Sean has over 20 years of experience in capital markets, wealth management and equity research. He spent nine years with Bank of Singapore, initially as head of equity research. Notably, he led the team in the origination and management of equity research-driven funds that have consistently generated alpha since their inception. His last held position was as Alpha Team Head, where he led the team in generating global multi-asset investment ideas for the bank. He was also a member of the bank’s global asset allocation investment committee.

Prior to Bank of Singapore, Sean worked with Credit Suisse for 14 years where his last held position was as the investment bank’s Singapore Head of Research. Sean is a CFA® charterholder and a qualified Associate Wealth Planner with the Financial Planning Association of Singapore

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Advisor, Discretionary Portfolio Management

Adrian Lee

Adrian 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 Master of Science in Wealth Management from the Singapore Management University.

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Advisor

Ethan Lim

Ethan brings with him 18 years of experience in both corporate banking as well as private banking. He was part of the inaugural cohort of Certified Family Office Advisors who graduated from the Wealth Management Institute of Singapore. He has spent the majority of his finance career as a trusted advisor to ultra-high-net-worth individuals in Southeast Asia. Ethan advises families on various aspects of wealth management within their family offices. He plans and executes investment strategies to better manage wealth, tighten succession planning to ensure wealth preservation for generations as well as work on strengthening family governance to protect the family’s values.

Prior to PCMS, he was with Credit Suisse Private Bank for seven years as a client relationship manager. In his earlier career years, he also worked in ABN AMRO Private Bank and United Overseas Bank.

Ethan graduated with a Bachelor’s degree in Banking and Finance (Honours) from Nanyang Technological University of Singapore.

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Assistant Vice President, Investment Research

Leow Kai Chuen

Kai Chuen has over 18 years of experience in wealth management, mainly in the private wealth space. His broad experience spans across multi-asset dealing, investment advisory and product management. Prior to joining PCMS, Kai Chuen worked in a digital asset Fintech firm overseeing and monitoring the operations of the digital asset platform. Kai Chuen holds a Bachelor of Business Administration (Merit) from the National University of Singapore and is also a CFA® charterholder.

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Chief Operating Officer and Compliance / Risk Officer

Irene Ng

Irene brings with her more than 20 years of experience in the investment banking segment of financial institutions. Previously, she was Director and a key member of the team that set up Southern Cross Capital Management – a Japanese fund management company. Prior to joining the fund management industry, she was with Raiffeisen Bank International and United Overseas Bank for a decade as a Risk / Middle Office Manager, focusing mainly on Market/ Liquidity Risk Management & Middle Office controls.

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Vice President, Business Development

Cheryl Chng

Cheryl has over 18 years of experience in brand building, value creation and corporate development, managing across different cultures and disciplines. She was the Director of Investor Relations at Vertex Holdings before joining Paragon Capital Management Singapore. She joined Vertex Holdings in 2019 and led the communications and communities team, focusing on building the Vertex brand through close collaboration with media and other strategic partners. She was also a member of the investment team evaluating emerging startups focused on sustainability for the Vertex Exploratory Fund.

Prior to Vertex Holdings, Cheryl has been engaged in technology commercialization and brand development at Temasek Life Sciences Laboratory (TLL) and Temasek Life Sciences Accelerator (TLA), involving intellectual property management and strategic communications over a span of 15 years. She also served as the Head of Business Development in a TLL spin-off focused on aquaculture genetics. During her time at TLA, Cheryl also held position at Temasek Foundation Ecosperity driving programmes and partnerships.

Cheryl graduated from the Singapore Management University with a Master in Communication Management and from the University of Western Australia with a Bachelor in Biotechnology and Molecular Biology

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Vice President, Client Services

Wendy Tan

Wendy has more than 15 years of experience in Private Wealth Management, assisting high net worth individuals manage their investment portfolios across various asset classes. She began her career as an Operations Officer at Barclays Bank PLC before joining Goldman Sachs (Singapore) as Senior Client Analyst in Private Wealth Management. Prior to her current role, she spent 7 years at Credit Suisse where her last held position was as Assistant Vice President and Relationship Manager.

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Associate, Client Services

Asaph Chew

Prior to joining PCMS, Asaph was a Fund Accountant at BNY Mellon where he was responsible for maintaining and generating the daily and monthly Net Asset Value reports. He was also part of a fund administration team which assisted clients in carrying out instructions on trades for a fund of funds. Asaph graduated from Royal Melbourne Institute of Technology (SIM) with a Bachelor of Business (Economics and Finance) with distinction.

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Associate, Client Services

Nerine Ong

Nerine has over 13 years of experience in the financial industry with a focus on client service and account management. She held the role of an Account Manager in United Overseas Bank where she was responsible for attending to client servicing matters, KYC, analysing and submitting new credit applications, facilitating loan drawdowns and other transactions. Nerine started her career with Great Eastern Life as a Financial Planner where she provided comprehensive financial advisory to customers.

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Associate, Client Services

Jess Ho

Jess was a Fund Accountant at SS&C Fund Services (Asia) Pte. Ltd. before joining Paragon Capital Management Singapore. As part of a hybrid fund team, she was primarily responsible for keeping the accounting book of the assigned fund, producing and closing month-end packs such as inter-company cash reconciliation, and generating NAV on a quarterly basis.
She graduated with a First Class Honours in Accountancy and Financial Management from the University of Portsmouth and has a Diploma in Accounting and Business from the Association of Chartered Certified Accountants.

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