• Tri-Sun Management is made up of people who share the same goal, which is the very best for our clients. Our professional team is committed to assisting our clients prepare their financial goals and aspirations now and for the future.

  • Phillip Tan

    — Founding Partner & Chief Executive Officer

    Phillip Tan founded Tri-Sun Management along with Ryan Henderson and Richard Campbell and serves as Tri-Sun Management’s Chief Executive Officer and takes an active part in the daily operations of Tri-Sun Management. Phillip has over 30 years of experience in the global financial services.

    Prior to founding Tri-Sun Management, Phillip was at HSBC where he served as Head of Equities Distribution for Asia Pacific.  Phillip’s dedication to a personalized service, comprehensive planning skills and a commitment to his clients ultimately led him to establish Tri-Sun Management in 2005.

    Phillip Tan is a graduate from the Hong Kong Polytechnic University and earned his BA in Business Management.

  • Richard Campbell

    — Founding Partner & Chief Financial Officer

    Richard Campbell serves as Tri-Sun Management’s Chief Financial Officer and is also the Co-Founder.  Richard possesses over 18 years experience in investment, asset and portfolio management.  Richard oversees all financial related matters of the firm.

    Prior to co-founding Tri-Sun Management, Richard was at Barclays in London, where he was Head of Asia-Pacific Equity and was regularly ranked the top derivatives analyst. Richard then transferred to Barclays in Hong Kong before helping to co-found Tri-Sun Management.

    Richard Campbell holds a BSc and MSc in Economics from the Queen Mary College, University of London.

  • Julie Chen

    — Chief Investment Officer

    Julie Chen has been in the financial sector for more than two decades and is Chief Investment Officer of Tri-Sun Management.  Julie oversees all aspects of investment, macroeconomic research, FX portfolio management and investment strategy.

    Prior to joining Tri-Sun Management in 2008, Julie was Head of Research at China CITIC Bank in Beijing where she held various roles encompassing macroeconomic research and fixed income securities.

    Julie Chen earned her MSc in Financial Mathematics from the Capital University of Economics and Business in Beijing.

  • Vikram Yadav

    — Chief Technology Officer

    Vikram Yadav joined Tri-Sun Management in 2010 and serves as Tri-Sun Management’s Chief Technology Officer.  Vikram has more than 20 years experience in developing technology for financial institutions across India.

    Prior to joining Tri-Sun Management, Vikram was Electronic Trading Development Manager at the State Bank of India, where he implemented a variety of internet based banking facilities dedicated to front office activities.

    Vikram graduated from the Bangalore Institute of Technology with a PhD in Computer Science and Mathematics.