Andrew Lim

Guided the strategic transition from Registered Fund Management Company (RFMC) to Capital Markets Services (CMS) licence acquisition, strengthening regulatory standing and market credibility.

Overhauled operational infrastructure to optimize performance and ensure compliance across all functions.

Secured a Variable Capital Company (VCC) Sub-fund with two sub-funds, enabling client asset consolidation in Singapore and unlocking new revenue opportunities.

Transformed a VCC sub-fund into a core credit mechanism, significantly increasing fund management efficiency.

Led the Southeast Asia division of a multi-family office, providing financial advisory to HNW and UHNW clients.

Directed a team managing asset acquisition and portfolio oversight across APAC, covering finance, trading, sales, and risk management.

Converted key prospects into client accounts with a combined portfolio value of US$20M, structuring a new VCC with sub-funds.

Expanded market presence through strategic partnerships and regional client engagement, enhancing client reach and service delivery.

Managed a team of five, achieving an AUM target of approximately US$300M for 2022 by spearheading strategic planning and execution.

Secured the Capital Markets Services licence from MAS, recruited senior executives, and launched Singapore operations six months ahead of schedule despite COVID-19 restrictions.

Built strong relationships with C-suite executives in Hong Kong and China, strengthening stakeholder ties and advancing company advocacy.

Clinched contracts with leading private banks, establishing a strong foundation for client relations and service delivery.

Represented the firm in high-level industry discussions, positioning the brand with financial institutions and regulators.

Onboarded UHNW client portfolios worth over US$30M within six months, significantly strengthening the bank's market position.

Delivered tailored strategies to enhance wealth preservation and growth across diverse investment vehicles.

Achieved rapid client conversion by developing bespoke solutions aligned with global wealth needs.

Managed portfolios of up to US$120M for 25 affluent clients, increasing AUM by 170% in 10 months and achieving 2% revenue growth.

Delivered bespoke investment strategies across private mandates, mutual funds, equities, bonds, forex, and insurance.

Generated US$25M portfolio growth through targeted prospecting and relationship expansion.