Years of experience: 27

Investment ManagementBanking & Capital Markets💰 Investor & VC💸 Marketing✔️ ITFinancial Analyst

Trusted by top professionals

  • LL
    Les Lo
    MD @Asset Management
    Verified
    Simon is a competent and reliable investment professional who is quick to understand commercial needs to provide good quality insight and advice. His broad experience and international profile is a pl...

Trust Score

Exceptionally trusted; proven professional excellence.

90%
Simon's Career Path
Head of AdvisoryMar. 2023 -
Present
Privé TechnologiesHead of Advisory
Hong Kong SAR · On-siteFounded in 2011, Privé is an award-winning technology solutions provider for asset and wealth management in Europe and Asia: -Establish the Advisory function, provide relevant and timely transformation advice in support of strategic change initiatives and drive the realisation of benefits -Leverage proven methodologies and tools to deploy client-centric digitalisation strategies for wealth an...
Consultant - FounderAug. 2022 -
Present
Value Minds Ltd.Consultant - Founder
Hong Kong SARApplying multi-decade expertise and growth mindset for : -Digital & Sustainable Transformation -Market and Industry studies for asset management in Asia -Strategic planning for business development -Investment content creation, pitch books and proposals -Narrative formation and storytelling -Investment due diligence and monitoring -Editing and copywriting services (more important than ever wi...
Consultant: Investments Feb. 2022 -
Aug. 2022
Singapore Fintech Company in Wealth ManagementConsultant: Investments
Hong KongFintech startup in digital wealth management. Subject matter expert for all investment and product content for formulation of meaningful client journeys and investment solutions, promote financial inclusion and investment-led financial planning.

Simon's Posts

  • How I can help you

    We provide strategic consultancy services in asset and wealth management. Our focus areas include: - Devising effective strategies for growth - Exploring new market opportunities - Facilitating organisational restructure for better efficiency - Implementing sustainability measures Our competitive edge lies in our unrivalled international experience, lending a unique global perspective to our recommendations.

  • People I am looking for

    Our ideal clients are medium-sized organisations eager to undertake strategic transformations. We can greatly assist if you: - Are considering significant operational or strategic changes - Wish to explore new markets or investment opportunities - Are aiming to integrate sustainability into your business model.

  • Experience & Cases

    Our previous accomplishments include: - Successful asset raising strategies - Providing content support for impactful marketing campaigns - Designing effective investment processes We have had the privilege to work with top-tier clients such as Invesco, Fortis, and BNP Paribas.

  • How to contact

    If you're interested, please fill the form. P.S. If you know a right person, please make an intro or share with him/her the link to this page.

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