Alumni Sharing Session March 2024

Tee Wee Woon (Shirley)
Managing Director, Bank of Singapore
Co-Head of Investment Advisors (ASEAN)

About the Speaker

Shirley Tee is the Co-Head of Investment Advisors for ASEAN market. She joined Bank of Singapore (BOS) in February 2015. In her role, she oversees a team of senior advisors who provide investment advice to private clients across multi asset classes such as Fixed Income, Equity, Currency and Managed Solutions. Shirley specializes in Equity and collaborates with the product team in delivering equity investment solutions to the client. In 2018, she was awarded the prestigious Pegasus Circle, a recognition of her hard work and commitment to the organization.

Prior to joining BOS, Shirley spent 2 years in Coutts Private Bank as a senior Investment Consultant, providing investment advisory for South East Asia private clients. She also spent 8 years in UBS with the Discretionary team as an Asian Equities Portfolio Manager. She was responsible for the creation of the Asian High Dividend Yield Portfolio and managed multi asset portfolios for the ultra high net worth individuals. She spent her early career in the Graduate Trainee Programme with UBS and was nominated as Key Talent in multiple years. Shirley was promoted to Director in the year of 2011.

Shirley holds a Master of Science in Financial Engineering from National University of Singapore and an honors degree in Business Studies (Specializing in Actuarial Science) from Nanyang Technological University, Singapore. She also completed an executive education program with Princeton University in 2009 and is a CFA charter holder. Shirley advocates Diversity & Inclusion as the Chair of the BOS
Women’s Network in 2024.