Charlie Chan Capital Partners Pte Ltd
Your trusted partner for wealth management
Our edge
Your competitive edge.
Network
Broad and established network of support partners, investment managers and research analysts
Experience
The team has a combined experience of over 100 years in banking, global markets and investment, we understand risks and have navigated successfully through multiple crises.
Commitment
We commit our own capital as well as our clients' to where our convictions are
About
The firm is a Capital Market Services (CMS) license holder regulated by MAS.
The firm provides services in fund management, investment advisory, external asset management.
Charlie Chan Capital Partners was founded by Charlie Chan Wai Kheong in 2011.
The team has worked together for more than 20 years and navigated through various crises such as Black Monday (1987), Asian Financial Crisis (1998), internet bubble (2001), Global Financial Crisis (2008) and the latest COVID-19 crisis (2020).
THE TEAM
Our team of experts comprise of...
Charlie Chan Wai Kheong
CEO/CIO and Founder
Mr Chan has more than 35 years' experience in the financial industry. He started his career in Credit Suisse Singapore and spent 25 years in the firm. He was a member of its Fixed Income Division Operating Committee. During his career span of 25 years trading and managing a portfolio of FX and Fixed Income, he has developed a reputation as one of the most respected, profitable and experienced professional in the market.
Lam Hoi Leong
Portfolio Manager
Mr Lam has more than 20 years experience in financial industry. He started his career in DBS before joining Credit Suisse. He has vast experience in trading G7 and Asian currencies. Given his background he contributes actively in monitoring the macro development in markets and actively rebalancing the portfolio.
Albert Neo
Chief Operating Officer
Mr Neo has over 30 years' experience in financial industry. He started his career in Standard Charted Bank Malaysia before moving to Singapore to join Credit Suisse. During his time in banking, he had managed FX and fixed income portfolio in Emerging Markets primarily Malaysia and Singapore.
Jane Ong
Deputy COO
Miss Ong has more than 20 years of experience in the financial industry working in Tokyo, Hong Kong, London and Singapore. She started her career in Tokyo Stock Exchange and prior to joining CCCP in 2014, she looks after the Alternative Investments group of clients as an Account Relationship Manager in Citigroup Prime Brokerage.
We adopt a top down and bottom up approach. We invest where the team has an edge or knowledge of the markets
THE FUND
The Fund is designed to provide investment into a well-researched and quality portfolio of companies, overlaid with FX strategies and hedging.
The Fund also invests in equity indices to take advantage of macro drivers globally.
We believe taking a flexible approach across strategies and asset classes and using the cheapest, most liquid instruments will optimise returns. While we focus on long term value we also balance with short term tactical rebalancing and risk management.
Support Partners
Service Providers
Term sheet
- Management fee: 2%
- Performance fee: 20%
- Subscription frequency: Monthly
- Redemption frequency: Monthly
- Notice period: 31 calendar days
- Redemption penalties: Applies to first 9 months
- Gate: Fund level gate of 25%
- Lock-ups: None
- Side pockets: None
Service providers
- Legal: Rajah and Tann
- Auditor: Baker Tilly
- Custodian: Credit Suisse
- Fund Administrators: BNP Paribas Securities Services, Singapore Branch
- Prime Broker: Credit Suisse
Contact Us
Fill in the form below to get in contact with us!
© 2019