Vanessa Cheong, Cfa
About Vanessa Cheong, Cfa
Vanessa Cheong is a Senior Portfolio Specialist at Lombard Odier Group, specializing in Active Advisory. She has extensive experience in wealth management, having previously held positions at UBS Wealth Management, Credit Suisse, HSBC Private Bank, and Bank of Singapore.
Work at Lombard Odier
Vanessa Cheong serves as a Senior Portfolio Specialist in Active Advisory at Lombard Odier Group. She has held this position since 2019, contributing to the firm's investment strategies and client advisory services. Her role involves managing portfolios and providing insights to enhance client investment outcomes. Based in Singapore, she leverages her extensive experience in wealth management to support the firm's objectives.
Previous Experience in Wealth Management
Prior to her current role, Vanessa Cheong worked at UBS Wealth Management from 2015 to 2019 as part of the Active Portfolio Advisory team in Singapore. She also held positions at HSBC Private Bank as an Investment Counsellor from 2011 to 2015 and at Credit Suisse as a Product Specialist for one year in 2008. Additionally, she worked at Bank of Singapore in Funds Research from 2009 to 2011. This diverse background has equipped her with a broad understanding of investment strategies and client needs.
Education and Expertise
Vanessa Cheong is a CFA Charterholder, having completed her studies at the CFA Institute. She also holds a Bachelor of Science (B.S.) degree in Business Administration and Management from Singapore Management University, which she obtained from 2004 to 2007. Her educational background provides a solid foundation for her expertise in portfolio management and investment advisory.
Career Timeline
Vanessa Cheong's career in the financial services industry spans over a decade. She began her professional journey at Credit Suisse in 2008. After a year, she transitioned to Bank of Singapore, where she worked for two years. Following that, she spent four years at HSBC Private Bank before joining UBS Wealth Management. In 2019, she moved to Lombard Odier Group, where she continues to advance her career.