What you need to know about the new OCBC Wealth Panel

You now have 6 leading financial experts to address your investment dilemmas.

According to a release, Oversea-Chinese Banking Corporation Limited, or OCBC Bank launched the OCBC Wealth Panel for its Premier Banking client base. Comprising six leading financial experts from OCBC Group – OCBC Bank, OCBC Investment Research and Lion Global Investors – the OCBC Wealth Panel addresses the various factors affecting investment decisions.

Given the uncertainties facing the global economy and financial markets today, it has become even more critical for investors to have a holistic view of the risks, upsides, and trends of different investment options such as equities, commodities, currencies, bonds and interest rates put together in a clear and simple manner that is relevant and actionable.

The OCBC Wealth Panel is made up of six members who are chosen based on their wide-ranging experiences and sterling track records in providing advice to its high net worth Premier Banking clients. Each member focuses on an area of expertise that forms part of the investment decision making process:

1) Mr Lim Wyson, Chairman of the OCBC Wealth Panel and Head of Global Wealth Management, OCBC Bank, has over 20 years of experience in the wealth management industry. He has held various roles from product management, advisory and operations. He will identify the key issues and themes affecting markets and offer broad perspectives of how investors can better manage their wealth.

2) Mr Simon Flood, Chief Investment Officer, Lion Global Investors Limited, has held senior investment roles in the asset management industry, covering listed, developed and emerging markets, as well as private, equity markets. He is well-placed to share insights on the risks,
upsides and trends of global equities and bonds.

3) Ms Selena Ling, Head of Treasury Research & Strategy, OCBC Bank, has 17 years of research experience. She is the Chief Economist at OCBC Bank. She is responsible for treasury market research, forecasts and trading recommendations for the Bank, covering different asset
classes, as well as providing macro-economic insights. As a member of the panel, Ms Ling focuses primarily on interest rates and currencies.

4) Ms Carmen Lee, Head of OCBC Investment Research, has spent the past 20 years analysing markets and companies listed in Singapore. At OCBC Investment Research, she leads a strong team which topped analyst agency Starmine’s earnings estimates category for mid-tosmall-cap Singapore-listed stocks in 2007. She provides views on markets and listed companies in the local stock exchange.

5) Mr Vasu Menon, Head of Content and Research, Wealth Management Singapore, OCBC Bank, has spent 23 years in the investment and wealth management industries. Prior to joining the Bank, he was head of investment research at a brokerage where he developed a strong reputation in picking small-cap stocks. His role in the panel requires him to formulate investment views and offer insights on commodities.

6) Mr Michael Tan, Head of Premier Wealth Advisory, OCBC Bank, has over 25 years of banking experience with half of them spent in a trading capacity. He advises on products and helps clients manage their wealth by assessing their assets and liabilities. He also assesses how current and future events will impact financial markets. He will highlight actionable investment ideas for clients given the views from the other members.

Such valuable insights by the OCBC Wealth Panel are put together every month according to a topical theme, and shared with the OCBC Premier Banking clients via a monthly Market Outlook report, and distributed at investor forums. A soft copy is also available on www.ocbc.com/premier.