Peter Oh

Co-Founder | Singapore, Singapore

Professional Overview

Peter Oh is a seasoned finance professional with a proven track record in investment advisory, portfolio management, and entrepreneurship. As the Co-Founder of Endowment Exchange and a Financial Advisor at ICONIQ Capital, he leverages his extensive industry expertise to provide strategic guidance and innovative solutions to his clients.

Experience Summary

Current Role

Co-Founder, Endowment Exchange (2020 - Present)

• Co-founded Endowment Exchange, a pioneering fintech platform that connects high-net-worth individuals with institutional-grade alternative investment opportunities.

• Responsible for developing the company's strategic vision, product roadmap, and client relationships.

• Played a pivotal role in securing $5 million in seed funding to drive the platform's growth and market expansion.

Financial Advisor, ICONIQ Capital (2021 - Present)

• Provide comprehensive financial advisory services to high-net-worth individuals and families, including investment management, wealth planning, and tax optimization strategies.

• Leverage ICONIQ's extensive research and investment capabilities to deliver customized investment solutions tailored to each client's unique goals and risk profiles.

• Collaborate with cross-functional teams to identify emerging investment trends and opportunities to enhance client portfolios.

Career Progression

Co-Founder & Editor-in-Chief, The InvestQuest (2020 - 2021)

• Co-founded and served as the Editor-in-Chief of The InvestQuest, a leading personal finance and investment publication.

• Guided the editorial team in producing high-quality content that empowered readers to make informed financial decisions.

• Grew the publication's readership by 30% during tenure through strategic content marketing and audience engagement initiatives.

Vice-President, Investment Counselling, HSBC Private Banking (2017 - 2020)

• Provided comprehensive wealth management services to high-net-worth clients, including portfolio construction, asset allocation, and alternative investment strategies.

• Collaborated with cross-functional teams to deliver tailored investment solutions that aligned with clients' long-term financial objectives.

• Consistently exceeded annual revenue targets by 15% through proactive client engagement and asset acquisition.

Global Investment Specialist, J.P. Morgan (2014 - 2017)

• Conducted in-depth research and analysis on global macroeconomic trends, market conditions, and investment opportunities.

• Partnered with portfolio managers to develop and implement investment strategies for institutional and private wealth clients.

• Played a key role in expanding the firm's alternative investment offerings, contributing to a 20% increase in client allocations.

Academic Background

Peter holds a Bachelor of Business Administration (BBA) degree from the National University of Singapore, where he graduated with Distinction.

Areas of Expertise

• Investment advisory and portfolio management

• Alternative investments and endowment strategies

• Wealth planning and tax optimization

• Financial technology and product development

• Strategic planning and business development

Professional Impact

• Launched Endowment Exchange, a pioneering fintech platform that democratizes access to institutional-grade alternative investments

• Grew the readership of The InvestQuest by 30% during tenure as Co-Founder and Editor-in-Chief

• Consistently exceeded revenue targets by 15-20% in previous roles at HSBC Private Banking and J.P. Morgan

• Contributed to the expansion of alternative investment offerings at J.P. Morgan, leading to a 20% increase in client allocations

Conclusion

With his diverse experience in the finance industry and a proven track record of driving innovation and growth, Peter Oh is poised to continue making a significant impact in the wealth management and investment advisory space. As the Co-Founder of Endowment Exchange and a Financial Advisor at ICONIQ Capital, he remains committed to delivering tailored solutions and exceptional value to his clients.