• Charlie Chan Capital Partners Pte Ltd

    Your trusted partner for wealth management

  • Our edge

    Your competitive edge.

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    Network

    Broad and established network of support partners, investment managers and research analysts

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    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.

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    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...

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    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.

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    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.

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    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.

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    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! 

    No. 541, Orchard Road, #19-01A, Liat Towers, 238881
    +65 63650059