UNICORN - Key Persons
Job Titles:
- Senior Research, Assessment )
Job Titles:
- Executive Director
- Member of the Investing Committee
She reflects, "I thought life was simply about working and chasing after fame and power". After the meeting, Hui Xin discovered that the real route to success was quite different, yet surprisingly simple - she realised that real fulfilment came from helping others, and she understood the fulfilment that financial consultants felt each and every day.
Kevin has a wealth of experience, accumulated over five decades in the finance industry. He has lived and worked in Singapore for over 25 years, first as the head of a British private bank and later taking the reins as Chief Executive Officer of a local financial institution before establishing Unicorn with the rest of the leadership team in 2011.
It was with Unicorn that Kevin had had the great pleasure of fulfilling one of his life's great ambitions: to build a truly great personal financial advisory company with authenticity at its heart. Throughout his years with Unicorn, he was extremely proud to be part of a practice that was built on sincere, lifelong relationships, tailor-making financial advice genuinely suited for each and every client.
At the same time, he was realistic about his own hopes and expectations for the company and clear about his priorities in running the business. He says, "We knew we couldn't be perfect in our foresight and advice, but we could control our attitude and behaviour: our commitment to looking after our clients diligently was and remains fundamental to our business."
Asked what yardstick he would take in measuring the future success of the company, his answer is uncompromisingly firm, "We shall never measure our success just by our bottom line. The success of a financial advisory business like ours is best demonstrated by clients being genuinely well-served by trustworthy consultants".
Job Titles:
- Chairman
- Leader
- Member of the Investing Committee
- Member of the Leadership Team
Patrick is a passionate leader who cares about the people around him. He is also a student of life. Coming from humble family background, Patrick enjoys nature and the warm family ties prevalent during Singapore's kampung communities. Patrick is a leader in many facets of his personal and professional life - in his family, the army, society, and in Unicorn.
Patrick was called to financial planning by his desire to provide for his family. This calling has evolved into a passion and unwavering commitment to serve society by providing authentic financial planning to clients and friends.
Robin Tan - Managing Director
Job Titles:
- Managing Director
- Member of the Investing Committee
- Member of the Leadership Team
Robin is an exceptional professional - a highly experienced financial planning specialist who is skilled in investment risk management planning. Formerly a key investing committee member at a major local financial institution, Robin led a team that advised individual investors (with a total of S$150 million under management) through the financial crisis that spanned from 2007 to 2010 - during which his team's total assets under advice continued to grow.
Job Titles:
- Member of the Investing Committee
Job Titles:
- Accountant
- Director
- Member of the Senior Management Team
A member of the senior management team, Choon Kee oversees the financial of the company. She gathers information and provides thorough assessments to the Executive Committee, and assists the Committee in making decisions by highlighting key issues and trends.
Choon Kee is also the guardian of Unicorn's assets and an epitome of prudence in expenditure, policing the relevant controls as well as making sure that the checks and balances are in place. She has led Unicorn's Accounts team to ensure the smooth running and processing of each activity to ensure all financial data that has been received from all departments are processed promptly and accurately into useful information for the preparation of the company's financial statements.
Besides handling budgets and cash flow well, she is also adept at managing ad-hoc projects that implemented processes to improve quality and efficiency as well as to enhance internal control.