Core Capabilities

What I bring into the room

Six capabilities, built across the CEO Office, a MAS-regulated multi-family office and operations teams in Singapore.

Family Office Advisory

Client relationship management, onboarding, trust and corporate structuring for multi-entity families.

HNW and UHNW client relationship management
New client onboarding, end to end
Trust and corporate structuring for multi-entity families

Fund Governance

VCC sub-fund governance, firm-wide IPS framework and regulated fund launches.

VCC sub-fund governance across USD 4B+ AUM
Firm-wide Investment Policy Statement framework
Regulated fund launches under tight timelines

KYC / AML and CDD

Complex HNW and UHNW cases, sanctions screening and beneficial ownership verification.

50+ complex KYC/AML cases coordinated
Sanctions screening and beneficial ownership verification
Regulatory rigour with a good client experience

CEO Office and Strategy

Strategic initiatives, new office setup, private equity execution and firmwide scaling.

Dubai office setup with the CEO
USD ~5M private equity transactions executed
Cross-functional execution leadership

Program and Operational Execution

Cross-functional delivery across legal, compliance, operations and vendors.

Delivery across multiple parallel initiatives
Review frameworks, escalation protocols and delivery standards
10 interns supervised across operations and compliance

Process Automation

Trading, settlement and onboarding workflow redesign across multiple platforms.

40% reduction in processing time across 6 platforms
USD 200M+ in active strategies streamlined
25% faster reporting turnaround in research

How the Capabilities Work Together

One person, the whole business in view

Advisory

Families and their advisors, coordinated in one place
Documentation, records and reporting kept accurate
Client experience that survives regulatory rigour

Governance

Investment Policy Statement frameworks
VCC sub-fund governance
MAS-regulated multi-family office standards

Execution

New office setups and firmwide scaling
Private equity transactions with the CEO
Parallel initiatives delivered on time

Operations

Workflow redesign across 6 platforms
Month-end and reporting checklists
Teams mentored and standards set

Credentials

Certified and still learning

Google Cloud Generative AI Leader, Bloomberg Market Concepts and Bloomberg ESG, LSEG Workspace, CMFAS Module 3, CACS Paper 1, RNF Certified, and Professional Scrum Master Level 1 in progress.

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