Kek Wee holds an Honours Degree in Accountancy from Nanyang Technological University, Singapore, graduated in 2001. He began his career at PricewaterhouseCoopers, where he advanced to the role of Audit Manager. A seasoned investor since 2001, Kek Wee decided to pursue his passion for wealth management, ultimately turning down a future opportunity to become an Audit Partner.

In 2007, he transitioned to a major local financial institution, joining the wealth management division and quickly becoming a key member of the investment committee. As a founding member of the investment committee, Kek Wee succeeded our Chairman, Patrick, in leading the Unicorn Investing Committee in 2015.

Currently serving as Associate Director, Kek Wee leads a team of 3 experts and 20 researchers and has been instrumental in more than tripling the firm’s Assets Under Advice/Management to $0.5 billion in ten years. He has also played a pivotal role in enhancing the firm’s portfolio management and securities selection capabilities.

When asked about the driving force behind his unwavering commitment, Kek Wee shares, “A promise made is a promise kept. I promised Unicorn investors that I would be a steward of their trust and wealth, and I live to honor that promise.”

Certified Advanced Financial Planner (CAFP)

The CAFP designation represents a mark of distinction earned by a select few within our firm who have demonstrated exceptional technical proficiency, strategic thinking, and commitment to investor success.

Out of the hundreds of professionals trained over the years, only three have attained this rigorous certification—testament to the high standards and deep expertise required. CAFPs are often called upon by fellow practitioners across the firm to support key investor engagements, where they conduct in-depth financial diagnostics and develop tailor-made blueprints with solutions that are both precise and easy for investors to embrace.

In addition to their advisory role, CAFPs also lead the development of internal training curriculum, and set a strong example through the way they run their professional practices.

The CAFP designation is not an exam-based certification—it is a recognition earned through real, on-the-ground experience. It affirms those who have consistently walked alongside investors, helping them navigate complex financial challenges with clarity and care. More than a title, it’s a validation of meaningful impact, earned through mileage, not just modules.