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Nikki Cheong, CAIA

Nikki cheong, caia

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location of Nikki Cheong, CAIASingapore
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  • Timeline

  • About me

    Product Manager, Portfolio Management

  • Education

    • National university of singapore

      2003 - 2006
      Bachelor of business administration (bba) finance and marketing (double major)

    • Victoria junior college

      2001 - 2002
      A levels

    • Raffles girls'​ school

      1998 - 2000
      Gce 'o' levels

  • Experience

    • Bgc partners

      Sept 2007 - Mar 2008
      Interest rate swaps broker

    • Ubs

      Mar 2008 - Jun 2013
      Client advisor

      Diverse experience within the wealth management group, dealing with HNW to UHNW clients from North Asia and Europe, including an international assignment to Geneva for UK clients.

    • Ffa asia

      Jun 2013 - Apr 2016
      Client advisor / investment manager

    • Singalliance

      Jul 2016 - Jan 2022

      • Senior Relationship Manager

        Jan 2020 - Jan 2022

      • Portfolio Manager

        Jul 2016 - Mar 2020

    • Lgt private banking

      Apr 2022 - Dec 2022
      Product manager

      Discretionary Portfolio Solutions

  • Licenses & Certifications

    • Certificate in esg investing

      Cfa institute
      Dec 2021
      View certificate certificate

    • Caia charterholder

      Caia association
      Jan 2024
      View certificate certificate

    • Business mandarin for family office and offshore trustees

      Singapore chinese chamber of commerce & industry
      May 2024