Our team of specialists and strategists offer access to our best thinking to help you achieve your goals, with their diverse experiences, network and expertise.
Over the years, we've built up a reputation premised on our strong cross-asset research, fund management and advisory capabilities.
Jo Ann is responsible for the management of fixed income funds and portfolios and the management of a range of feeder funds offered by BOS Wealth Management Malaysia Berhad (BOSWM MY), including portfolio FX hedging management. She is the designated fund manager for all fixed income unit trusts and wholesale funds managed by BOSWM MY.
In her current role, Jo Ann is responsible for the investment strategy, portfolio construction, dealing and execution and risk management and implementation for all portfolios managed in Malaysia.
She started her investment career in 2003 as an equity analyst before moving on to fixed income research and fund management in 2004. She brings with her 2 decades of industry experience in Malaysian fixed income investment research and fund management. Over the years, she has been a key member in the management of the bond and money market portfolios and has experience handling Shariah and non-Shariah compliant portfolios and feeder funds.
She holds a Bachelor of Management (Honours) in Finance (Universiti Sains Malaysia); CFA® charterholder (CFA Institute).
Muhammad Izzat Munji
Portfolio Manager
Izzat joined BOSWM MY in January 2024. He conducts analysis and selection of individual equity securities. His analysis of the micro and macro backdrop forms the basis for the overall equity investment strategy, and he plays a key role in the investment management of equity portfolios.
Over his tenure of more than 8 years in the industry, he has covered multiple asset classes ranging from global equities to global fixed income in local asset management companies, insurance companies and private banks. He holds a Bachelor of Science (Honours) in Actuarial Science (Universiti Teknologi MARA).
Lee Pei Shan
Head of Investment Advisory
Lee Pei Shan is the Team Head of Investment Advisory at BOSWM MY, bringing over 14 years of extensive experience in the asset management industry. Since joining the firm in 2017, she has been instrumental in enhancing investment advisory services across our distribution channels.
With a strong foundation in both local and international asset management, Lee specializes in retail and wholesale distribution, focusing on a diverse range of products including Unit Trusts, Private Retirement Schemes, and Private Mandate offerings. Her comprehensive knowledge of the financial landscape allows her to deliver tailored investment solutions that meet the unique needs of ultra-high-net-worth (UHNW) clients.
Lee holds a Bachelor of Science in Accounting & Finance and a Diploma in Economics from the University of London. She is a Certified Financial Planner and possesses the Capital Markets Services Representative License (CMSRL) for Fund Management and Investment Advisory, as regulated by the Securities Commission.
In her role, Lee works closely with BOS Relationship Managers to provide strategic investment advice and nurture long-lasting client relationships. Her commitment to excellence and client-focused approach ensures that clients receive exceptional service and innovative investment strategies.
