Tolmas Wong

Tolmas Wong is working currently as Director & Head of Private Clients Services team at CIMB-GK Securities. The team provides research-based advisory services on the regional equity markets & other financial products to corporate, trusts & HNI clients. He started his career at UOB & subsequently became the fund manager of UIS, a listed closed-end fund of UOB group.

He made a career switch to the sell side when headhunted to join Citicorp Vickers & followed by Schroder Securities as a senior institutional salesperson to promote the regional equity markets to investors.

Tolmas graduated with a BBA at the NUS & MAppFin at the Macquarie University, Australia. He is a CFA since 1993 & a CFP since 2003.

He also participated as a volunteer in various professional & academic bodies in S'pore to promote financial education in the industry. He is currently serving as a Board member of CFA Singapore (an affiliate of CFA Institute) & an Executive Committee member at the Asian Securities Analysts Federation (ASAF). He is also lecturing part time for the CFA revision program, SHRI's Diploma for Investment program & various continued education courses in investments for the Institute for Banking & Finance & the Society of Remisiers