Johan Ong, CFA, CAIA

With over a decade of experience in the wealth management industry across Asia and Middle East, providing clients with tailored financial solutions, driving growth and maximizing risk reward across both public and private markets. During my time in the Middle East, was instrumental in setting up two regional offices to fuel expansion and reach. With a strong foundation in both traditional and alternative asset classes, I specialize in creating well-balanced, high-performance portfolios that cater to the diverse needs of institutional and high-net-worth clients. I believe in an investment approach that combines realistic assumptions with deep market knowledge. By understanding both the global investment environment and client-specific goals, I create data-driven and disciplined solutions that not only yield sustainable growth but also build lasting wealth. Always focused on delivering results with integrity and transparency, I prioritize fostering long-term multi-generational relationships that extend beyond mere transactions. Graduated with a Bachelor’s Degree focused in Banking & Finance from UOL and a Masters in Global Sports Management from UCAM (Spain). Obtained the Chartered Financial Analyst (CFA), Financial Risk Manager (FRM) and Chartered Alternative Investment Analyst (CAIA) designations for career progression and to keep up with the ever evolving finance world.