realassetmanagement

441147675

info@ramgroup.com

Who We Are

Real Asset Management

logo-round-corneris an Australian owned Wealth and Asset Management firm, committed to providing tailored investment solutions to High Net Worth Individuals and family offices across the Asia Pacific region. We understand that each client has a unique set of needs and investment goals, and we work in partnership with our clients to structure solutions that will fulfill these personal goals.

Real Asset Management is a truly holistic investment management firm. We provide portfolio based solutions that encompass not only liquid financial assets, but also long term growth assets – such as real estate, infrastructure and venture capital investments. Our clients benefit from the entire spectrum of wealth management solutions, ranging from investment management to wealth structuring. An open product platform provides clients with access to a wide array of products from third-party providers that complement our own product lines.

Our management team has collectively over 150 years of experience gained through working at senior global and regional management positions in the world’s largest financial services firms. We provide a global set of investment solutions through our group companies licensed by the Australian Securities and Investment Commission of Australia (AFSL 484263), and the Securities & Futures Commission of Hong Kong (CE BGL803).

Why Partner with Us?

GLOBALLY CONNECTED
We understand the challenges in structuring one’s global wealth across multiple jurisdictions, and offer simple, understandable solutions for our clients.

REAL INVESTMENT STRATEGIES
We believe that real assets such as property and infrastructure should form part of a holistic investment strategy and so embrace them in our methodology. This approach is intuitive to our entrepreneurial clients, and also the assistance provided in achieving effective portfolio diversification with capital growth above inflation.

CLIENT SERVICE
We aim to be our clients principal trusted advisor, providing impartial and insightful guidance that enables our clients to rest easy in the knowledge that their wealth is in safe hands. The main point of contact for our clients is their personal wealth adviser, who typically has decades of global experience and is directly responsible for providing astute guidance across their portfolio.

TRANSPARENCY
In our view a commitment to transparency is a prerequisite in building trust. We therefore ensure our clients are well informed and investment goals remain aligned, through regular tailored portfolio reviews, in addition to regular and informative reporting.

Scott Wehl

Scott Wehl

Founder, Group CEO

Scott has over 21 years of experience in Global Wealth Management and Corporate Banking working for top tier global banks in Australia, London, and Hong Kong.

Prior to founding Real Asset Management, Scott was a Managing Director and Head of Banking Products International for UBS Wealth Management (“UBS WM”), leading a team of finance professionals in 17 countries. Over a 13 year career with UBS WM, Scott held various roles including the Head of Banking Products in the United Kingdom, and Head of Banking Products Asia Pacific. Prior to joining UBS WM, Scott began his finance career in corporate banking with National Australia Bank in Brisbane Australia.

Scott holds a Bachelor of Commerce from Griffith University Australia, and an Executive MBA jointly from Kellogg Business School and the Hong Kong University of Science and Technology.

William Chai

William Chai

Managing Director

William has over 23 years of experience in International Banking and Wealth Management.

Prior to joining Real Asset Management, William was a Vice President in Private Banking at Credit Suisse Hong Kong. There he maintained and developed a portfolio of high net worth clients from the Greater China region. Prior to this, William worked for National Australia Bank as Head of Migrant Banking Asia and the Canadian Imperial Bank of Commerce, where over a 16 year career based in Canada, Hong Kong and Beijing, William was responsible for the Asian Banking team and the Canadian investor immigration programs.

Williams holds a B.A., Business Management from the Central University of Iowa, USA and speaks fluent English, Cantonese and Mandarin.

Scott Kelly

Scott Kelly

Managing Director, CEO Australia

Scott has over 24 years of experience in Global Wealth Management and Asset Management, working for top tier financial institutions in Australia and the United Kingdom.

Prior to joining Real Asset Management, Scott was a Managing Director and Head of Investment Products and Services for UBS Wealth Management Australia. There he oversaw the entire product offering for Australia’s premier wealth manager with $A24bn of assets under management. Scott has also held the position of National Sales Director for Macquarie Private Wealth Australia and prior to this Scott co-founded and was Managing Director of Corazon Capital, a specialist wealth and asset management business based in Jersey. Scott was also the Joint Head of Private Clients at Kleinwort Benson, after starting his financial career with Mercury Asset Management in London.

Scott holds a B.A. (Hons) degree in Business Management from the University of Leeds and is a Chartered Member of the Chartered Institute of Securities & Investment, UK.

Will Gray

Will Gray

Director, Head of Real Estate

Will has over 18 years of experience in Real Estate markets including 13 years in institutional Real Estate Funds Management working for top tier domestic and global institutions.

Prior to joining Real Asset Management as Head of Real Estate, Will was a Fund Manager at LaSalle Investment Management for 7 years overseeing numerous products including core, core plus, value add and opportunistic property funds.  In his leading role, Will worked across all functions from opportunity identification, acquisition due diligence, all treasury related matters, asset management, leasing and development management. Prior to joining LaSalle Investment Management, Will worked for Queensland Investment Corporation (QIC) as a portfolio analyst across QIC’s two flagship wholesale funds (circa $A 13bn under management) and also worked in a dual role in establishing and investigating new real estate business lines and opportunities in Real Estate markets.  Will also gained  extensive transactions experience prior to this in his role as a capital transactions executive at an ASX listed investment trust.

Will holds a degree in Property Economics from the Queensland University of Science and Technology,  and a Post Graduate Certificate in Applied Finance and Investment. Will is also a registered real estate agent and is a member of Large Format Retailers Association, the Property Council of Australia and the Urban Land Institute.

Agnes Liu

Agnes Liu

Director, Business Development

Agnes joined Real Asset Management in 2013, in the position of Director Business Development.

Agnes is a specialist in Global Investment Immigration programs including Australia’s Significant Investor Visa /188C, having advised dozens of clients on the program since its exception in 2012. Prior to joining Real Asset Management, Agnes has over 14 years of experience in client relations and administration working for professional Hospitality firms in Hong Kong and Australia.

Agnes holds a B.A. degree in Hotel and Hospitality Management from University of Strathclyde. Agnes is a certified financial planner by The Chinese Institute of Certified Financial Planners and a licensed estate agent. She is fluent in English, Cantonese and Mandarin.

Michael Frearson

Michael Frearson

Director, Portfolio Manager

Michael has over 20 years of experience in Global Wealth Management and Asset Management, working for leading financial institutions in Australia.

Prior to joining Real Asset Management, Michael was a Senior Portfolio Manager for Macquarie Bank in the Discretionary Managed Accounts business. He has over 12 years’ experience as Portfolio Manager, working as a senior member of the investment team managing in excess of $1 bn in clients discretionary funds and was directly responsible for over $440m in clients fixed interest and credit investments, as well as previous experience managing Equities and A-REITs, Strategic Asset Allocation and Tactical Asset Allocation.  His previous experience within Macquarie Bank includes trading, derivatives, client advisory and money market activities.  Michael’s first role with Macquarie was as a Stock Exchange operator where he developed a keen passion and knowledge of listed investments, and was a SEATS Governor for the ASX. Michael also worked at Westpac Bank as a securities officer prior to his role with Macquarie.

Michael holds degrees in Commerce and Finance from Adelaide University (B Com & B Fin), has completed a Post Graduate Diploma in Applied Finance and Investment, is a CFA Charterholder, and Fellow of the Financial Services Institute of Australia (F Fin).

Enzo Pirillo

Enzo Pirillo

Director, Compliance

Enzo has over 16 years of experience in Wealth Management, Stockbroking and Corporate Finance.

Over this period, Enzo has held a number of senior management positions in Australian financial services companies serving High Net Worth clients. Enzo is a member of CPA Australia,  a fellow of the Financial Services Institute of Australia and an associate member of the Financial Planning Association of Australia.

Enzo holds a Bachelor of Commerce from the University of Newcastle and a Graduate Diploma of Applied Finance & Investment. He is also a Certified Practising Accountant (CPA), a registered SMSF Auditor and a registered Tax Agent.

Suzanne Hutchinson

Suzanne Hutchinson

Director, Human Resources

Suzanne is the Financial Officer for Real Asset Management Australia, and is based in Melbourne.

Suzanne has worked in professional corporate services organisations for over 24 years, including Boeing and Accenture, and holds a Bachelor of Information Technology.

Thomas Hou

Thomas Hou

Director, Client Advisor

Thomas holds the position of Director, Client Advisor with Real Asset Management Australia, and is based in Sydney.

Thomas has over 14 years of experience in Wealth Management and Client Relationship Management. Prior to joining Real Asset Management, Thomas was a Wealth Management Manager for Industrial and Commercial Bank of China, Sydney. There as a senior business development manager, Thomas was responsible for private and institutional client acquisition and relationship management. Prior to this, Thomas worked for First Prudential Markets as Senior Sales Account Manager, Origin Energy as an Energy Trading Analyst, and ANZ E*TRADE Australia Securities Limited as a Senior Bi-lingual Client Services Representative.

Thomas holds a Bachelor of Science and a Bachelor of Arts from the University of New South Wales, and a Master of Environmental Engineering Management from the University of Technology, Sydney. Thomas speaks fluent English and Mandarin.

Jason Ford

Jason Ford

Director, Head of Operations

Jason has extensive experience spanning more than 18 years’ in the financial services industry, specialising in banking and mortgage lending.

Prior to joining Real Asset Management, Jason most recently was responsible for the management of service across Firstmac’s businesses including loans.com.au. Jason’s passion is leading teams who strive to deliver a truly world class customer experience through efficient operational processes to retail, wholesale and white label customers. Jason’s business units encompassed managing end to end sales to settlement, customer service, collections, customer relations, loan solutions and investments, both in Australia and offshore.

Jason is currently undertaking his Masters of Business Administration through Griffith University.

Adam Moore

Adam Moore

Director, Head of Securitisation and Funding

Adam joined Real Asset Management in 2019 in the position of Director, Head of Funding and Securitisation, bringing over 8 years of debt funding experience to the role.

Prior to joining Real Asset Management, Adam was a member of the Treasury and Securitisation team at Resimac, responsible for funding Resimac’s residential mortgage portfolio. In this role Adam managed various warehouse relationships along with arranging RMBS transactions to meet the ongoing funding requirements of the business.

Adam holds a Bachelor of Business Administration (Finance) degree from Macquarie University and a Bachelor of European Business from the Ecole de Management de Normandie.

Jennifer Xu

Jennifer Xu

Associate Director

Jennifer joined Real Asset Management in 2014.

Prior to joining Real Asset Management, Jennifer worked for CLASSIC Magazine as Editor. Previously, she completed internships at Strategic Financial Relations Group, Television Broadcasts Limited and Konami Digital Entertainment Ltd.

Jennifer holds a Master degree of Social Science in Advertising and a Bachelor of Journalism and Communication from the Chinese University of Hong Kong. Jennifer speaks fluent English, Cantonese and Mandarin.

Doug Rapson

Doug Rapson

Associate Director, Real Estate Asset Manager

Doug has over 8 years of experience in Commercial Real Estate having previously worked for JLL (Jones Lang LaSalle) and Urbis.

Prior to joining Real Asset Management Doug worked as a Senior Executive in Capital Markets – Retail Investments at JLL with direct involvement in more than $1.75billion in real estate transactions including a number of record sales results for Queensland assets. Doug was also a Senior Consultant in the Strategic Consulting business at JLL and Consultant at property advisory firm Urbis. He specialised in development and infrastructure advisory, structured transactions and economic and financial modelling providing him with an exceptional understanding of property fundamentals, transaction structures and economic trends.

Doug holds a Bachelor of Commerce majoring in Finance and a Bachelor of Business Management majoring in Real Estate and Property Development from the University of Queensland. He is a registered real estate agent.

Ben Bochow

Ben Bochow

Associate Director, Financial Controller

Ben has over 12 years’ experience in Real Estate Finance having worked for private equity institutions in Australia and the United Kingdom.

Prior to joining Real Asset Management, Ben was Assistant Vice President of Finance at Curzon Advisers in London. There he oversaw the Accounting and Operations functions for several Real Estate portfolios across Europe, including both Equity and Non-Performing Loan Assets. Prior to Curzon Advisers, Ben was Head of Real Estate Finance at Cambridge Place Investment Management in London.

Ben holds a Bachelor of Commerce majoring in Accounting from Deakin University in Melbourne, and is a member of the Association Charted Certified Accountants.

Sam Wood

Sam Wood

Associate Director, Real Estate Asset Manager

Sam has over 14 years of experience in Commercial Real Estate having previously worked for CBIC (City of Brisbane Investment Corporation), Vicinity Centres and Urbis.

Prior to joining Real Asset Management, Sam was Portfolio Manager for CBIC overseeing the retail portfolio and heading up the fund and investment analytics function of the business. He worked across all facets including capital transactions, development, asset management, lending, research and fund analytics. Prior to joining CBIC, Sam was a Senior Property Analyst for Vicinity Shopping Centres, the second largest retail landlord in Australia. He was responsible for delivering strategic advice to the development, leasing, capital transaction and shopping centre management teams across the 100 centre national portfolio. Sam was also previously an Associate Director for advisory firm Urbis, specialising in retail shopping centre and mixed use development strategy. Sam managed the delivery of over 200 projects across the private and public sectors.

Sam holds a Bachelor of Business management majoring in Real Estate and Property Development from the University of Queensland.

Noel Woodward

Noel Woodward

Head of Property Management

A highly experienced and successful senior property executive with over 35 years national experience for listed and wholesale Property Trusts across Property Management, Development, Transaction, Leasing and Capital Works with deep experience across all real estate classes including, Retail, Commercial, Industrial, Carparks, Residential and Hotels.

Prior to joining Real Asset Management, Noel was a Senior Investment Manager at ISPT responsible for $1.5bn of retail assets in Qld and NSW including major CBD centres. Before ISPT Noel was Head of Property Services for Cromwell Group including management, asset management and facilities management.

Noel has also held numerous senior positions at Mirvac and Lend Lease. He is a Fellow of the Royal Institute of Chartered Surveyors and is a Certified Shopping Centre Manager of Australia.

Yvonne Ching

Yvonne Ching

Associate Director, Lending Products

Yvonne holds the position of Associate Director, Lending Products with Real Asset Management. Yvonne has over 15 years of experience as an Australian tax compliance professional specialised in SMSF Superannuation Fund audits, and tax planning for SMEs and High Net Worth individuals.

Prior to joining Real Asset Management, Yvonne worked as a Senior Accountant at Holt Baker Pty Ltd in Melbourne, Australia. There she was responsible for all aspects of SMSF Superannuation Fund administration, audit and tax return preparation, as well as assisting clients in retirement planning, succession planning and estate management.

Yvonne holds a Bachelor of Business Accounting from Victoria University. Yvonne is also a Certified Practising Accountant (CPA), a registered Tax Agent, a registered SMSF Superannuation Fund Auditor and a Certified Xero Advisor. Yvonne speaks fluent English, Cantonese and Mandarin.

Mikai Ning

Mikai Ning

Associate Director, Business Development Manager

Mikai is a specialist in portfolio and relationship management, business development and customer acquisition.

Prior to joining Real Asset Management, as a sales professional Mikai has achieved a highly accomplished career spanning 7 years of experience with major banks and financial institution in Australia, including ANZ and Commonwealth Bank Australia. Mikai possesses an impressive track record of demonstrable success in relationship management, sales, new business development, multi-channel sales and management of complex sales opportunities.

Mikai holds a bachelor degree of Commerce in University of Western Sydney, Advanced Diploma in Marketing & Management. Mikai speaks fluent English, Cantonese and Mandarin.

Prissy Soo

Prissy Soo

Associate Director, Client Advisor

Prissy holds the position of Associate Director, Client Advisor with Real Asset Management Australia, based in Kuala Lumpur and oversees the South East Asian region.

Prior to joining Real Asset Management, Prissy has 14 years of banking experience where she worked with Citibank Berhad and CIMB Investment Bank Berhad; specializing in Mortgage, Wealth Management and Client Relationship Management to high net worth clients.

Prissy holds a Bachelor of Commerce from University of Sydney. Prissy speaks fluent English and Bahasa Melayu.

Megan Zhou

Megan Zhou

Associate Director, Lending Products

Megan is an Associate Director, Lending Products for Real Asset Management.

Prior to joining Real Asset Management, Megan worked for Pureheart Capital Asia Limited in Investor Relations. Previously, she worked for AXA China Region Insurance Company Limited as a Financial Analyst.  Prior to this, Megan completed internship at Shanghai PuDong Venture Capital Co. Ltd.

Megan holds a Bachelor of Science in Statistics from the University of Hong Kong. Megan speaks fluent English, Cantonese and Mandarin.

Simmy Yan

Simmy Yan

Associate, Office Manager

Simmy holds the position of Associate, Office Manager with Real Asset Management. Simmy has over 16 years of experience in Corporate Administration.

Prior to joining Real Asset Management, she worked for First Code Academy Limited as an Office Manager. Previously, she worked for Atlantis Investment Management (HK) Limited as an Assistant of Chief Administration Officer for 7 years.

Simmy holds a Bachelor of Administration from Athabasca University in Canada. Simmy speaks fluent English, Cantonese and Mandarin.

Oscar Sin

Oscar Sin

Compliance Manager

Oscar has over 13 years of experience in the financial markets working in Asset Management, Investment Advisory, and Corporate Banking Business.

Prior to joining Real Asset Management as Compliance Manager, Oscar was an Executive Director & Manager in charge of compliance, AML and other compliance at Holly Su Asset Management Company Limited. Oscar has over 5 years of relevant regulatory compliance work experience in the finance industry and he also has over 9 years of relevant internal risk control work experience with the British boutique fund house. Prior to this, Oscar also gained extensive experience in various financial services company including Ballingal Investment Advisors Limited and Citibank Hong Kong, Corporate and Investment Banking Group.

Oscar holds a Bachelor of Science from Simon Fraser University, Vancouver Canada and a Master of Business Administration from Hong Kong Polytechnic University. Oscar speaks fluent English and Cantonese.

Michael Christodoulou

Michael Christodoulou

Investment Operations Manager

Michael holds the position of Investment Operations Manager with Real Asset Management Australia, and is based in Sydney.

Prior to joining Real Asset Management, Michael worked within the Investment Operations team for Link Fund Solutions Pty Limited. There as a Portfolio Analyst, Michael was responsible for providing investment operations and administration services to multiple fund managers. Prior to this, Michael worked for BT Financial Group as a Customer Relations Consultant across all superannuation products.

Michael holds a Bachelor of Business from the University Of Technology, Sydney.

Rufina Chan

Rufina Chan

Associate, Lending Products

Rufina holds the position of Associate, Lending Products with Real Asset Management.
Rufina has over 4 years of experience in Corporate Credit Assessment.

Prior to joining Real Asset Management, Rufina worked for AGA Information Ltd as a Business Analyst and was later promoted to Associate Supervisor. Previously, Rufina worked as an Accounts Assistant for Cash Converters Pty Ltd in Perth, Australia.

Rufina holds a Double Degree of Economics and Finance from Curtin University in Perth, Australia. Rufina speaks fluent English, Cantonese and Mandarin.

Vicki Li

Vicki Li

Associate, Lending Products

Vicki has over 10 years of experience in finance industry, specialized in mortgage solution.

Prior to joining Real Asset Management, Vicki was a Credit Manager for Credit Asset Management LTD.  There she was responsible for the end-to-end lending process from lodgement to settlement and making pre-credit decision. Prior to this, Vicki worked as commercial specialist for Kentucky China Trade Center, an office that represents United States Commonwealth of Kentucky in the areas of trade, investment, tourism and education.  There she is responsible for market research, tradeshow marketing and office administration.

Vicki holds a Bachelor of Business Administration from Beijing Union University, a Master of International Trade from Beijing International Studies University, and Diploma of Finance and Mortgage Broking Management.  Vicki is holding full MFAA membership, she speaks fluent English and Mandarin.

Kay Yang

Kay Yang

Associate, Lending Products

Kay holds the position of Associate, Lending Products with Real Asset Management.

Prior to joining Real Asset Management, Kay worked for Linc at Law as a conveyancing paralegal, mainly handling settlement. Previously, she also had certain experiences working as a loan processor.

Kay holds a Master of Commerce – Double Major in Finance and Banking from the University of Sydney. Kay speaks very fluent English and Mandarin.

Jeen Poh

Jeen Poh

Associate, Property Executive

Jeen is an Associate, Property Executive for Real Asset Management.

Jeen has worked for a global real estate consulting company in a finance role as well as an account manager for an international publisher.  Jeen is a Certified Practising Accountant (CPA) and a registered real estate salesperson.

Jeen holds a Bachelor of Applied Finance from Macquarie University and a Master of Business from Queensland University of Technology.  Jeen speaks fluent English, Mandarin and Cantonese.

Jay Chai

Jay Chai

Analyst, Real Estate

Jay is an Analyst for Real Asset Management.

Prior to joining Real Asset Management as an Analyst, Jay has gained extensive work experience during his university years in various real estate companies including Belle Property Toowong and Mcgees Property Brisbane.

Jay holds a Bachelor of Business Management majoring in Real Estate and Development and Marketing from University of Queensland. Jay speaks fluent English, Mandarin and Bahasa Melayu.

Jack Xing

Jack Xing

Analyst, Investment Operations

Jack holds the position of Analyst, Investment Operations with Real Asset Management Australia, and is based in Sydney.

Prior to joining Real Asset Management, Jack was a Portfolio Analyst for Link Fund Solutions. There he was responsible for providing a range of middle and back office administration services to fund managers. Prior to Link Fund Solutions, Jack worked at State Street Global Services as an Account Analyst, covering various exchange traded derivatives products.

Jack holds a Bachelor of International Business from the University of South Australia and a Master of Applied Finance from the University of Adelaide. Jack speaks fluent English and Mandarin.

Conor Arkell

Conor Arkell

Analyst, Real Estate

Conor is an Analyst, Real Estate for Real Asset Management.

Prior to joining Real Asset Management as an Analyst, Real Estate, Conor worked as a Retail Property Manager at Colliers International. Conor has managed portfolios consisting of large format retail centres, neighbourhood convenience centres and CBD based centres for some of Colliers’ key clients. Conor has also worked at notable property group QIC during university. 

Conor holds a Bachelor of Property Economics from the Queensland University of Technology. Conor is also a registered real estate agent.

Kashmir Kor

Kashmir Kor

Analyst, Real Estate

Kashmir holds the position of Analyst, Real Estate with Real Asset Management.

Prior to joining Real Asset Management, Kashmir worked as a Leasing Administrator for the Commonwealth Bank of Australia. Previously, Kashmir worked as a National Portfolio Administrator and Assistant Valuer for CBRE. Whilst working for CBRE, Kashmir administrated facilities management services for Deloitte’s offices nationally and has worked on valuations across various Australia-based properties ranging from retail, office, industrial, medical, residential and student accommodation.

Kashmir holds a Bachelor of Business Management majoring in Real Estate and Property Development from the University of Queensland.

Holly Ling

Holly Ling

Associate, Lending Products

Holly holds the position of Associate, Lending Products with Real Asset Management.

Prior to joining Real Asset Management, Holly worked for Ping An Bank China as a Service Officer. Previously, she completed internships at YMCA and World Financial Group in Oregon, the US.

Holly holds a Master of Applied Economic from City University of Hong Kong and a Bachelor of Finance from George Fox University. Holly speaks fluent English and Mandarin.

Polly Lau

Polly Lau

Associate, Lending Products

Polly holds the position of Associate, Lending Products with Real Asset Management. Polly has over 7 years of experience in Financial Services in Australia.

Prior to joining Real Asset Management, Polly worked as a Services Consultant for Bankwest in Melbourne, Australia. Prior to joining Bankwest, Polly worked for Eye Trend Pty Ltd as an Accountant Assistant.

Polly holds a Master of Professional Accounting and a Bachelor of Business from La Trobe University, Melbourne. Polly speaks fluent English, Cantonese and Mandarin.

Fabian Tuen

Fabian Tuen

Marketing and Design Manager

Fabian has over 16 years of design experience specialised in branding, identity system, advertising, and promotion.

Prior to joining Real Asset Management. Fabian worked as a brand manager at Central Bullion Ltd. There he was responsible for internal and external brand-building, oversee both digital and print platforms. Prior to this, Fabian worked for TOPROS Ltd as Design Lead, there he was responsible on leading the design team with creative input, as well as on client meetings, presentations and proposal writings.

Fabian has also held other senior positions at H-Plus Design Ltd, and Shenyin Wangou Securities Ltd. He holds a Bachelor of Art in Design from University of Wisconsin – Madison. He speaks fluent English, Cantonese, and Mandarin.

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