Overview

Tolmas Wong, CFA, discusses best practices for developing an investment policy statement (IPS).

About the Speaker(s)

Tolmas Wong CFA

Tolmas Wong, CFA, is a director (sales), private clients services, at CIMB and an adjunct lecturer at Singapore Management University. He has many years of experience in fund management and stock broking and has held various positions at United Overseas Bank, Citicorp Vickers, and Schroder Securities. Mr. Wong has also served as a board member at CFA Society Singapore and the Asian Securities Analysts Federation. He holds a bachelor of business administration degree from the National University of Singapore and a master of applied finance degree from Macquarie University.

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