Portfolio management

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Gagan Mehrotra

Gagan, an alumnus of the Harvard Business School, is the Founder & Portfolio Manager of Cocogem Funds. He is a renowned international banker and multi-asset class portfolio manager with a rich experience across institutions such as JP Morgan, Coutts & Co., Citigroup and HDFC Bank. His functional experience at banks ranges from having worked in bank treasury, to daily trading strategies, to equities research, wealth management and international private banking.

Gagan works with reputed ultra-high-net worth families on designing family office strategies for multi-generational preservation of capital and growth. He specializes in designing active and predictive asset allocation based portfolios invested globally.

Director

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Terence Tan

Terence, a business school alumnus of the National University of Singapore. He is a Director on the Board of Cocogem Fund SPC and the Chief Investment Officer for Cocogem Family Offices.

Terence is a trained equity research analyst having trained with the Yamaichi Research Institute and has a long and illustrious career spanning 27 years with leading marquee institutions such as DBS Vickers, UOB Asset Management and as leading private banks such as Coutts & Co., BSI Bank & EFG Bank. At EFG Bank, as the Regional Head of Advisory & Product Management, Terence was responsible for nearly CHF 2 billion and under his guidance the advisory team won several accolades most prominent being the Best Private Bank award by Wealth Briefing Asia in 2019. He is futuristic thinker and in the past has led the development and selection of various fund products that have been cited in the CityWire Star selectors guide.

Terence's strength lies in creating and managing dynamic asset allocated customized portfolio's that help achieve long term goals or a risk-adjusted basis.

Terence enjoys a glass of fine wine which he works off by going on long distance biking on his beloved Brompton folding bicycle.