Mr. Teh Song Lai (Chief Executive Officer)
Started his career in 1995, Mr. Teh brings along over 29 years of experience in the financial services and capital market industry and has held senior positions in various financial institutions. He joined Pheim Unit Trusts Berhad (PUTB) in December 2017 and was appointed as the CEO in May 2018. In July 2020, he was then assigned to helm and bring Pheim Asset Management Sdn Bhd (PAMSB) to a greater height before returning to PUTB in August 2022 after 2 years of fruitful stint at PAMSB.
Throughout his tenure across the two firms, he has been instrumental in formulating business strategies, driving revenue uplift and AUM growth, strengthening operational effectiveness and organizational transformation, upholding strong compliance culture, enhancing cybersecurity and promoting continuous human capital development for succession planning. He also thrives in establishing strategic partnership with institutional distributors to grow the market share, optimise costs, and expand into new markets.
Mr. Teh is a Business Management graduate from Tunku Abdul Rahman University College and holds a professional qualification from the Institute of Chartered Secretaries & Administrators (U.K.). He has a Shariah Registered Financial Planner (Shariah RFP) designation from Malaysian Financial Planning Council (MFPC) and is also a UTS Consultant registered with Federation of Investment Managers Malaysia (FIMM).
Mr. Lee Chan San (Head of Operations)
Mr. Lee Chan San is an accomplished professional in operations with over 18 years of experience in financial and capital market industry. He started his career in business outsourcing centre for insurance services in 1998, and in 2005, he ventured into stockbroking, investment banking and eventually into custodian banking. He has demonstrated expertise in optimising operational efficiency while navigating the complexities of capital markets during his tenure with OSK Investment Bank Berhad in securities settlement, asset servicing, as well as corporate trusts and private debt under OSK Trustees Berhad.
Prior to joining PHEIM Unit Trusts Berhad, he is instrumental as Operations Lead in Local and Global Custody (LGC), Global Securities Operations of Deutsche Bank (M) Berhad from 2012 to 2023. He has streamlined the LGC processes in foreign custody and foreign exchanges transactions covering APAC, EMEA and America. Mr. Lee Chan San has also engaged and improved efficiency in secured transmission for client-sub custodian, from conventional electronic transmission to Society for Worldwide Interbank Financial Telecommunication (SWIFT).
Mr. Lee Chan San graduated with a Bachelor of Arts from University Putra Malaysia in 1998 and subsequently obtained his Master in Business Administration from University Putra Malaysia in 2003.
Ms. Tammy Yong Thian Hee (Compliance Manager)
The compliance and risk management functions of PUTB have been delegated to its ultimate holding company, Pheim Asset Management Sdn Bhd.
The Compliance & Risk Management Department is headed by Ms. Tammy Yong Thian Hee who has over 19 years of working experience in the financial services and capital market industry. She has held several senior compliance positions in various financial institutions for over 12 years.
Prior to joining Pheim Asset Management Sdn Bhd, she was the Head of Compliance of a Stockbroking Company, leading a compliance team of 2 compliance executives. Before that, she was the Compliance Manager in an Investment Bank for close to 3 years.
Ms. Tammy graduated with a Bachelor of Business, Major in Accounting from Edith Cowan University, Australia in 1999.