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Senior Associate, Client Portfolio Reporting & Risk

Vipe Teo

Team

金道财富管理

Focus

Portfolio reporting, risk management

Vipe Teo is Senior Associate, Client Portfolio Reporting & Risk at Golden Equator Wealth, where he is responsible for the management of our consolidation and reporting platform. He works closely with our Family Office Advisors in the provision of client reports, and our Investment Team in performance reporting and analysis of both model and client portfolios.

Vipe joins with more than a decade of experience in reporting and risk management for banks and investment management firms. Prior to joining Golden Equator Wealth, Vipe was Compliance and Risk Management Officer at an External Asset Management (EAM) firm, overseeing multiple cybersecurity enhancement projects, managed the organisation’s Portfolio Management System (PMS) and formulated and refined their compliance related policies. 

Vipe holds a Bachelor’s Degree in Finance and Marketing from the Royal Melbourne Institute of Technology.

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