David comes with more than 25 years of experience in the Financial and Banking industry (Wealth Management, Family office).

He joined Citibank Singapore in 2005 and has been with the bank for more than 16 years. As the Head of the Wealth Advisory department, he oversees both the Portfolio Counsellor and Equity Specialist teams towards providing holistic support to our Relationship Managers, through market updates and the portfolio reviews in all asset classes in investments including proposing legacy, retirement planning for High Networth clients.

Prior to joining Citibank Singapore, he was with Franklin Templeton in Taipei, where he provided institutional investment advisory for the four major government fund agents in Taiwan and various financial life insurance companies.

David obtained his Master’s degree in Commerce from University of Wollongong Australia in 1997.

25 years in Finance and Banking Industry

CIO, single family office

Director/Head Portfolio Counsellor/Client Advisory, Citibank International Personal Bank 

Singapore 

Manager, Franklin Templeton Taipei

David Liaw在金融投資、財富管理等相關領域擁有超過25 年的專業工作經驗。其中保括證券、外商基金公司外商銀行和新加坡註冊家族辦公室。

David 於2005 年加入新加坡花旗銀行，並在該銀行工作超過16 年的時間。作為財富諮詢部門的負責人，他負責帶領投資組合顧問和股票專家團隊，定期為高資產客戶提供花旗對金融投資市場最新的研究報告和看法並對所有資產類別的投資組合做檢視和建議，其中也包括為高淨值人士提出財富傳承和退休規劃，並和客戶經理緊密合作為客戶提供全面性的財富管理服務。

在加入新加坡花旗銀行之前，他在台北的富蘭克林鄧普頓基金公司機構部門工作，為台灣四大政府基金和多家銀行及人壽保險公司的投資部門提供投資諮詢。

David 於1997 年獲得澳大利亞University of Wollongong 商業碩士學位。

David Liaw廖大任

超過25 年在金融和銀行業的相關工作經驗

新加坡註冊家族辦公室投資長(CIO)

新加坡花旗國際個人銀行董事

投資組合顧問/客戶諮詢團隊負責人

台北富蘭克林鄧普頓基金公司經理