Sign In
Get Clay Free →

Suggestions

    Rebecca Woo

    Tantallon Private Office

    Rebecca Woo is a Principal at Tantallon Private Office, where she leads the private office division. With over two decades of experience in equity research and sales, she has worked with major global financial institutions. Her role involves providing tailored wealth management advice to ultra-high-net-worth (UHNW) clients, focusing on portfolio construction, wealth management, and succession planning.15

    Educational Background and Affiliations::

    • Rebecca is a graduate of Harvard University and the School of Oriental and African Studies at the University of London.
    • She serves as President of the Harvard University Alumni Association in Singapore and is an Asian Director for the Harvard Alumni Association, reflecting her commitment to alumni engagement and empowerment initiatives.24

    Professional Experience::

    • Prior to her current role at Tantallon, she was involved with EvaClean Asia, indicating her diverse interests beyond traditional finance.4
    • She emphasizes a personalized approach to wealth management, advocating for specific solutions tailored to the unique needs of each client rather than generic strategies.1

    Rebecca's leadership at Tantallon is part of a broader collaboration with Delfin Private Office, aiming to enhance wealth advisory services for families in Singapore and London. This partnership underscores her focus on delivering high-quality, customized financial advice leveraging advanced technology and extensive market expertise.13

    Highlights

    Sep 5 · twitter.com
    Financial Times Live on X: "@SPGlobalRatings @CFAinstitute ...
    Financial Times Live on X: "@SPGlobalRatings @CFAinstitute ...
    Feb 10 · spearswms.com
    EXCLUSIVE: Delfin Private Office joins forces with Tantallon Capital ...

    Related Questions

    What is Rebecca Woo's background before joining Tantallon Private Office?
    How did Rebecca Woo and Elaine Teo start their careers in wealth management?
    What are the main responsibilities of Rebecca Woo at Tantallon Private Office?
    How does Rebecca Woo's experience at Harvard University influence her approach to wealth management?
    What are the key achievements of Rebecca Woo in her career so far?
    Rebecca Woo
    Rebecca Woo, photo 1
    Rebecca Woo, photo 2
    Get intro to Rebecca
    Add to my network

    Location

    Singapore, Singapore