Author: Ananya Rao CFA - Equity Researcher

Professional Designation: MSc Finance Experience: 18 years | Location: Singapore Primary Expertise: Wealth Management, Asset Allocation, Cross-Border Investing Education: BBA Finance, National University of Singapore (2005); MSc Finance, INSEAD (2009) Career Overview: Kelvin Tan is a seasoned wealth management professional with extensive experience advising high-net-worth individuals and family offices across Asia-Pacific financial markets. Professional Experience & Impact: He has managed diversified portfolios spanning equities, fixed income, real assets, and alternative investments, with a strong emphasis on capital preservation and long-term growth. Specialized Focus & Methodology: Kelvin’s approach centers on disciplined asset allocation, currency risk management, and intergenerational wealth planning. Thought Leadership & Contributions: He has advised private clients on estate planning coordination and multi-currency investment structures and contributes educational content for wealth-focused audiences. Role at Finance Authority Hub: Wealth Management & Portfolio Strategy Contributor. Languages: English; Mandarin Areas of Expertise: • Asset allocation • Wealth preservation • Cross-border investing • Portfolio diversification