EN
Back To Home
ABOUT PTB AUSTRALIA
& PTB SINGAPORE
SERVICE SCOPE
PTB have a mature cross-disciplinary consulting team comprising experts in fields such as accounting, taxation, law, finance, immigration, education, and real estate. Familiar with the financial, legal, and cultural environments in China, Australia, and Singapore, PTB are dedicated to providing comprehensive corporate and individual services to meet various financial and business needs.

For corporate clients, PTB professional consulting team focuses on delivering comprehensive solutions, covering areas such as financial compliance, capital mergers and acquisitions, and more. PTB services encompass business consulting, tax advisory, and strategic consulting, aiming to provide advice on business strategy and operational optimization, guidance on tax planning and compliance, and support in formulating and implementing long-term business strategies.

For individuals and family clients, PTB offer comprehensive, professional, and customizable solutions. PTB services aim to help them address diverse financial challenges and achieve the optimal sustainable development of corporate and personal wealth. This includes steward services for daily financial management and life support, as well as wealth services covering wealth planning, investment management, and asset protection. PTB are committed to being your trusted financial partner, assisting you in achieving financial goals and maintaining long-term wealth growth.

As PTB business expands into Singapore, the PTB Singapore team continues to uphold the professional standards and service commitments established in Australia. Positioned as a crucial node in the Asia-Pacific region and a global financial center, PTB Singapore leverages Singapore's superior legal and financial environment to provide professional corporate and individual services. PTB services not only facilitate your business expansion in Singapore but also offer comprehensive support and advice. PTB team has deep insights into the local Singapore market and can provide customized solutions to meet your specific needs. Whether it's corporate investments, market entry strategies, or personal wealth management and family office establishment, PTB can offer professional guidance and support to ensure the success and growth of your business and wealth in the Singapore market.
Furthermore, PTB focus on providing alternative investment strategies, including investing in non-traditional asset classes such as private equity, real estate, hedge funds, etc., offering clients diversified investment channels. These strategies aim to bring diverse growth opportunities to investment portfolios. Through in-depth market research and analysis, we provide insights into market trends, industry dynamics, and macroeconomic analysis, assisting clients in making informed investment decisions. PTB analysis team utilizes the latest data and research tools to provide clients with accurate market insights.

Simultaneously, PTB offer cross-border investment advisory services, assisting clients in diversifying investments globally. With our international perspective and expertise, clients can leverage opportunities in global markets. PTB also ensure that clients' investment strategies and activities comply with all relevant regulations, providing detailed investment reports and performance analysis to ensure transparency and accountability.

Through these services, PTB are committed to providing clients with top-notch financial consulting and management services, helping them achieve financial goals and maintain long-term wealth growth. Regardless of the stage in your financial planning, the PTB team is ready to provide professional and attentive services, ensuring the security of your finances and the appreciation of your wealth.
ABOUT MAGGIE YAN
Managing Director of PTB Overseas Department
Managing Director of WMOA Fund Management Department
Managing Director of Singapore Fund Management
Australia Licensee
Maggie Yan, a graduate with dual degrees in accounting and finance from the University of New South Wales, has been a long-standing Corporate Secretary at the WMOA Group. She has played a crucial role in the establishment, issuance, management, and administrative affairs of various funds over an extended period.

Since 2021, Maggie Yan has taken on additional responsibilities overseeing fund management, supervising the issuance of all fund products, making investment decisions, managing post-investment matters, and handling compliance reporting. Her expertise includes, but is not limited to, conducting due diligence on investment targets, participating in and executing investment decisions, overseeing the issuance of fund products, regulatory monitoring of investment targets during the investment cycle, periodic reporting to investors, and leading the exit process for fund products. Maggie Yan specializes in primary securities markets, equity investments, institutional debt investments, real estate investments, and development. She has maintained long-term professional relationships with leaders of various wealthy families associated with WMOA Group.

Starting from 2023, Maggie Yan has been relocated to Singapore, managing global affairs. Simultaneously, she serves as the Managing Director of WMOA Singapore and PTB Singapore, taking charge of consultancy and fund management businesses in Singapore. Leveraging her understanding of regulations and policies in both locations, she provides integrated advice to clients. With her familiarity with the management teams in both regions, she ensures a seamless integration and delivers an enhanced service experience to clients.
Responsible Area
Wealth Management & Fund Management