Family Office Advisory
Client relationship management, onboarding, KYC/AML and CDD reviews, and trust and corporate structuring for families with complex, multi-entity holdings.
Executive Profile
The steady hand behind the family office
I help high net worth and ultra high net worth families manage the structures, relationships and details behind their wealth, so nothing important falls through the cracks.
My work sits in family office advisory: client relationship management, new client onboarding, KYC/AML and CDD reviews, and trust and corporate structuring for families with complex, multi-entity holdings. I act as the point of coordination between families and their legal, compliance, fund administration and external advisors, keeping documentation, records and reporting accurate from start to finish.
Before advisory became my focus, I worked in the CEO Office on strategy and execution, including a Dubai office setup, private equity transactions and process improvement across operations and compliance. It taught me to see a family office as a whole business, which shapes how I serve the families in it.
- Current Role
- AVP, Client Engagement (CEO Office), BugleRock Capital, Singapore, Mar 2025 to Present
- Focus
- Family Office Advisory | Fund Governance | Program and Operational Execution
- Location
- Singapore
- Education
- MSc in Finance, NUS Business School, Aug 2023 to Jan 2025
- Languages
- English (Full Professional), Tamil (Professional Working), Telugu (Elementary)
- Website
- subiksha.co
What Sets the Work Apart
Advisory, governance and execution in one place
Investment Governance Lens
Oversaw VCC sub-fund governance across USD 4B+ AUM and designed a firm-wide Investment Policy Statement framework at a MAS-regulated multi-family office in Singapore.
CEO Office Execution
Strategy and execution from the CEO Office, including a Dubai office setup, private equity transactions and process improvement across operations and compliance.
Education
Academic background
Aug 2023 to Jan 2025
Master of Science in Finance
NUS Business School, National University of Singapore
Jul 2019 to Jul 2021
Bachelor of Business, Accounting and Financial Management
James Cook University Singapore
2017 to 2018
GCE A-Level
Victoria Junior College, Dean's List
Certifications and Learning
Always learning
- Google Cloud Generative AI Leader (GCP GAIL)
- Bloomberg Market Concepts (BMC)
- Bloomberg ESG Certificate
- LSEG Workspace
- CMFAS Module 3 (RES)
- CACS Paper 1
- RNF Certified
- Professional Scrum Master Level 1 (in progress)
Languages
English
Full Professional
Tamil
Professional Working
Telugu
Elementary
Beyond Work
Outside the office
Outside work, I read (110 books in a year), solve logic puzzles like Clues by Sam, hunt down coffee and matcha around Singapore, and write on subiksha.co.