Meng Tat Lim

Chief Executive Officer

Meng Tat has over 28 years of working experience in leading financial institutions such as Standard Chartered Bank, ABN AMRO Asset Management, AXA Insurance, APS Asset Management and Russell Investment Group where he has held senior appointments such as Chief Marketing Officer and Chief Executive Officer. His experience is in overseeing sales, operations, compliance and office administration, to ensure a high standard of fiduciary duties to clients and adherence to regulatory standards.

Meng Tat has a Bachelor of Accounting degree, an MBA and the International Investment Advisor Certificate from the UK Securities Institute.

James Liu

Chief Investment Officer

James has over 25 years of research and investment experience in the China and Greater China markets, and has successfully managed institutional money in the past 15 years.  He was previously the Co-CIO at APS Asset Management, looking after China and Greater China equities. Prior to that, he was the senior manager at Shanghai International Securities, then the largest stock broking firm and investment bank in China.

James obtained his Bachelor degree in China in 1991 and completed the Advanced Management Program at Harvard Business School in 2009. He has been a CFA charter holder since 2001.