Wealth Management Institute
Lay-Peng Tan is a seasoned professional in wealth management, currently serving as Principal Director at the Wealth Management Institute since August 2025, focusing on family office and investment strategies. Prior experience includes a tenure as Managing Director at UBS from August 2010 to June 2025, where Lay-Peng specialized in family advisory services and led the Family Office Competence Centre. Additionally, Lay-Peng held the position of Vice President at Citi from June 1993 to August 2010. Academic credentials include a Master of Science in Wealth Management from the University of Rochester - Simon Business School, a Master of Advanced Studies in Finance from the University of Bern, and a Bachelor of Management Studies from The University of Waikato.
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