Wei Mei Tan, CFA, CA, CAIA

Chief Advisory Officer

Wei Mei has over 20 years of financial markets experience. She has been in key leadership positions across private banking, investment banking and asset management. Wei Mei was most recently a Managing Director at Deutsche Bank and was the Global Co-Head of Advisory & Investment Solutions where she successfully introduced a digital advisory platform known as dbXpert. 

Prior to joining Deutsche Bank, Wei Mei was the APAC Head of Portfolio Solutions at Credit Suisse. She had been instrumental in transforming the products business during her 5 years tenure. Most notably was the significant growth in discretionary mandates and the highly successful launch of CS Invest, a digital advisory platform. Wei Mei also spent 6 years at UBS Wealth Management where she was the APAC Head of Mandate Specialists, advising ultra-high net worth clients on asset allocation and portfolio construction. 

Before moving into wealth management, Wei Mei was in investment banking at Credit Suisse and JP Morgan in Hong Kong. In both her roles, she was actively involved in the structuring and distribution of alternative investments and fixed income solutions to institutional clients in Asia. Wei Mei started her career at Temasek Holdings where she was a fixed income portfolio manager and conducted due diligence on various types of investments.