Key Unicorn Contributors
Unicorn harnesses the expertise and experience of its key contributors in committees that oversee and drive various aspects of our business. We use committees so that the talents of the individuals involved are optimised by stimulating others and at the same time being refined by others. At least one director of the company participates in each of these committees.
1. The Executive Committee (‘ExCo’)
Exco is composed of the company’s three directors. It sets the overall strategy and initiates improvements in the company’s offerings, service standards and efficiency. It tackles challenges and difficulties faced by consultants and the support provided by the company. It monitors client satisfaction and any complaints received. Each member of ExCo has a specific area of responsibility but the committee operates as the company’s top decision-making body.
|Patrick Tan||Chairman||Vision, Strategy, Inspiration, Mentoring|
|Robin Tan||Managing Director||Governance, Infrastructure, Training, Coaching, Outreach|
|Chua Hui Xin||Executive Director||Financial Planning, Recruitment|
|Tan Choon Kee||Director||Head of Finance Department|
Investment advice and management are the core offerings of the company. Compiling and monitoring portfolios that meet clients’ needs requires diligent and consistent research, intelligent analysis and ongoing assessment. In addition to the company’s three directors, InvesCo takes valuable contributions from consultants and researchers whose passion is the world of investment.
2. The Investing Committee (‘InvesCo’)
|Seow Kek Wee||Investment Research Head|
|Ng Wee Seng||Research and Coordination|
|Derek Ho||Platform Coordination|
Protection against events that damage or end a person’s ability to generate wealth and care for those dependent upon them (death or ill health) is a key element of every financial plan. Many insurers compete to meet these needs with an ever-changing and large range of products that can be bewildering to the man in the street. InSeCo is a made up of a group of experienced practitioners committed to keeping abreast of what’s on offer and providing well-researched guidance to Unicorn’s consultant as to which products best meet which needs and what profile of client.
3. The Insurance Selection Committee (‘InSeCo’)
|Alan Gan||Research, Assessment|
|Steward Thum||Assessment, Training|
|Jason Tan||Research, Assessment|
4. ‘Season of Wealth’ series of career workshops
Regular gatherings of clients and friends who are looking at a more rewarding and fulfilling future
|Sherene Lua||Joint Convenor|
5. Unicorn 1200
Our regular newsletters to clients are called ‘Unicorn 1200’; they are designed to inform and broaden clients’ understanding of the rationale behind our planning and investment recommendations. The ‘1200’ in the title signifies that our clients can look forward to a journey onwards and upwards towards prosperity and safety with Unicorn.
|Seow Kek Wee||Editor|