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OUR TEAM

With decades of experience in managing investments on behalf of Ultra-high Net Worth Individuals and Families, our wealth managers handle clients’ financial portfolios and meet their wide-ranging wealth management needs. They also competently provide regular updates using consolidated performance reporting, keeping clients in the loop with useful market news and financial information.

Our Wealth Managers are supported by the Operations team, consisting of individuals with wide experience in information technology, compliance, risk management and banking operations.

Shirley Crystal Chua

CEO and Founder

Grace Chiong

COO and Co-Founder

Adam Flinter

Digital Director

Nyta Sofrianita Julia

Director, International Markets

Grace Lim

Wealth Manager

Rosanna Hangawitawati

Wealth Manager

Aryani Novita

Wealth Manager

Cecilia Phua

Wealth Manager

Andreas Schwarz

Wealth Manager

Lynn Lee

Wealth Manager

Edward Tan

FX Portfolio Manager

Joe Lin

Director, Investments

Goh Shi Hui

Senior Associate, Wealth and Investments

Karen Tan

Associate Director, Business Support

Phuong Nguyen

Senior Associate, Operations

Joan Lai

Associate, Operations