Koh Hong Boo Simon is a Chief Investment Officer with over 25 years of experience in portfolio management, investment advisory, and private banking in Asia. He has a track record of successfully managing funds across asset classes and geographies. Currently at DZ PRIVATBANK Singapore Ltd, his responsibilities include providing investment advisory to private banking clients, managing discretionary accounts, and presenting investment strategies.

1. Executive Profile
Skill Highlights
Core Accomplishments
Professional Experience
Koh Hong Boo Simon
4 Greenridge Crescent
Singapore, 598892
Home: 68946326
Cell: 90067772
koh2004@singnet.com.sg
Chief Investment officer with experience in guiding clients in investment in all asset class. Identifying
investment ideas and presenting to Relationship Managers as well as clients both verbally and in
presentation format. In addition to advisory, I am also involve in helping portfolio manager to invest
discretionary mandate in Asia given my portfolio management background.
Identifying investment trends both Globally
in Asia.
Good presentation skills - presentation to
clients
Creating power point presentation for
presentation.
Writing research and strategic report.
Well verse in excel, word, power point and
Microsoft dos.
Manage long-only Asia Equity Fund to raise ranking to between 2nd and 3rd quartile. Help market
and manage structured product together with Taiwan team to raise US$1.6bn. Help launch and
market several individual discretionary accounts of between $2mil to $20mil each.Help managed
Private equity fund in the area of ports, coal mine and manufacturing investment.
September 2008 to
Current
DZ PRIVATBANK Singapore Ltd
Singapore
Chief Investment Officer
Responsible for advisory work to private banking clients in all asset class. Provide and maintain Asian
model portfolio to European (Switzerland) office on Asia equities and local currency bonds.Run
managed accounts for Asian as well as European clients on Asian equities, bonds and commodities.
Responsibilities also includes managing discretionary managed accounts on Asian equities and
bonds on behalf of high net worth European individuals and family office. Periodic performance review
of portfolio with regards to risk profile and asset allocation. All mandates are on absolute return basis.
License dealer as a backup to treasury for the execution of equities, bonds and currencies in the
capital and security markets. Help the setup of Investments suitability for clients and training for
Relationship Managers.
Present ideas and strategy to RMs on weekly investment meeting. Develop strategy, investment ideas,
marketing proposal and presentation to clients and relationship managers on asset allocation in
bonds, equities commodities as well as currencies.
June 2002 to
September 2008
Commerzbank Asset Management
Singapore
Senior Portfolio Manager
Manage an Asia Ex-Japan benchmark fund launched in Germany. Initiate the launch of a new Fund
with absolute mandate in November 2003. Together with the CIO, I helped to manage an AUM of
US$1.6bn comprising equity, bonds and structured products. I was also advisory to Private Banking
Relationship Managers for a period. Actively involve in marketing for which I have my own pool of
clients'. I was also involved in marketing and launching two private equity funds in 1H2004.
September 2000 to Commerzbank Asset Management

2. Education
June 2002 Singapore
Fund Manager
Fund Manager for Asia Vision Fund (US$180m). The Fund is jointly managed together with
Commerzbank Japan. The benchmark is 50% MSCI Japan and 50% MSCI Far East ex-Japan. I was
the market specialist for India, Malaysia and Singapore as well as secondary coverage for Taiwan. I
have also covered the Korean market as a market specialist for a period of one year.
September 1997 to
September 2000
Commerzbank Asset Management
Singapore
Senior Analyst
Duties include stock-picking, managing country portfolio for Asian Fund and asset allocation
proposal. Current market responsibilities are India and Malaysia. Other markets covered at
Commerzbank include Korea and Thailand.
June 1996 to
September 1997
Nikko Asset Management
Singapore
Analyst
Duties include stock-picking, managing country portfolio for Asian Fund and asset allocation
proposal. Current market responsibilities are India and Malaysia. Other markets covered at
Commerzbank include Korea and Thailand.
January 1994 to
June 1996
Morgan Grenfell and Partners (Pte) Ltd
Singapore
Analyst
Work as part of the Singapore research team. Sectors covered include food & beverage,
manufacturing as well as secondary coverage for property stocks. Resident regional chartist.
January 1989 to
December 1994
Tsang & Ong Stockbrokers
Singapore
Analyst
Responsibilities include coverage of Singapore equity market. Sectors covered include Marine,
Shipping, construction and construction materials.
March 1985 to
June 1986
Tan Teo & Wong
Singapore
Audit Assistant
Involved in the evaluation of internal control and compliance with general accepted accounting
standards.
1989 University of Newcastle Upon Tyne United Kingdom
Newcastle Upon Tyne , Newcastle, United Kingdom
Accounting and Finance
Bachelor of Arts
Degree in Accounting and Financial Analysis
1982 Ngee Ann Polytechnic
Singapore
Business Studies
Diploma in Business Studies