Our Team

Bringing together Asia's top financial talent to provide professional and reliable investment advice

50+

Professional Advisors

15+

Avg. Years Experience

100%

Certified Advisors

3

Office Locations

Leadership Team

A leadership team of senior financial experts guiding our strategic development

David

David

Chief Executive Officer

David is a senior analyst with over 25 years of experience in the financial markets. He currently serves as a Senior Equity Analyst at Nikko Asset Management Asia Limited in Singapore. His expertise focuses on the Singapore and Malaysian equity markets and related industry research. He specializes in fundamental equity analysis, technical analysis, macroeconomic and policy impact analysis, as well as risk assessment and management

Evan

Evan

Chief Executive Officer

Evan is a senior investment expert with over 20 years of frontline experience in the financial markets. He currently serves as Chief Analyst at the Integrated Investment Research Center of Nikko Asset Management Asia Limited in Singapore and holds the Chartered Financial Analyst (CFA) designation. He possesses a strong theoretical foundation and outstanding practical achievements in global macro strategies, asset allocation, and cross-market linkage research

Ahmad Razak bin Abdullah

Ahmad Razak bin Abdullah

Head of Islamic Finance

An Islamic Shariah–compliant investment solutions expert with 15 years of experience. A certified holder of the CIFA designation and a member of the Malaysian Islamic Finance Association. Specializes in providing global wealth management solutions for high-net-worth clients

Jennifer

Jennifer

Senior Wealth Advisor

Jennifer is an outstanding American financial planner with 15 years of experience in private wealth management. She holds an MBA from Harvard Business School and previously served as a Senior Financial Advisor at Merrill Lynch. She specializes in retirement planning, tax optimization, and estate succession strategies, helping numerous families achieve financial freedom. Her client-first service philosophy and professional investment advice have earned her widespread trust

Priya Krishnan

Priya Krishnan

Director of Client Relations

She holds an MBA from INSEAD and has 10 years of experience in private banking and wealth management. She is fluent in English, Mandarin, Malay, and Tamil. She excels at supporting investment decisions with rigorous data analysis in complex market environments, providing clients with high-quality financial insights and risk management support

Raina

Raina

Investment Research Assistant

Raina has a solid academic background in finance and strong analytical skills. She excels at supporting investment decisions through rigorous data analysis. At Nikko Asset Management Asia Limited, she is responsible for investment product planning and risk analysis management. She graduated with a degree in Finance from Multimedia University Malaysia

Why Choose Our Team

Professional Certifications

All advisors hold internationally recognized professional certifications such as CFA and CFP

Extensive Experience

Team members have an average of over 15 years of experience in the financial industry

Continuous Learning

Regular professional training to stay updated with market trends and investment strategies

Speak with a Professional Advisor

Book a free consultation and let our professional advisors create a customized investment plan for you