“Our overarching value is to always seek the long-term client satisfaction and peace of mind for the clients we work with.”

Our Story

It all started with an optimistic dream that asset management can be run cohesively, with long term goals while, at the same time, daring to be human and enjoyable. A group of experienced bankers set out on a journey to change the ways of traditional asset management. Saying good riddance to quick fixes and short-term goals pleasing only the CEO’s of banks, our Independent Asset Managers made a promise, that forever, they would stay accountable to their clients only.

IAM.ASIA, short for Independent Asset Managers, was born in 2020, with the strong belief that the person is more important than the asset itself. Going beyond traditional asset management, IAM.ASIA seeks to create value and to make things simple for their clients to decide and act according to their needs and requirements.

At the same time, IAM.ASIA allows Independent Asset Managers across the world to join their platform, to benefit from their network and to share practices, so that all asset managers can help their clients the best way possible.

IAM.ASIA
OUR PRIORITY – YOU!

Our Belief System

WHY ?

As asset managers, our loyalty lies with our clients.

HOW?

By seeking out and providing services and solutions for a best in class asset management offering to our clients and partners.

WHAT?

CLIENTS
We create value for our clients by offering a cohesive, caring and long-term asset management approach.
BANKERS
We are a team, a platform and a network for Independent Asset Managers to perform their job better.

Long Term Trust From Our Clients

INTEGRITY

We are committed to do what is right for our clients, no matter the circumstances.

TRANSPARENCY

We seek to offer solutions in the most transparent and clear way possible.

LONG-TERM VISION

We have a long-term perspective. We want to create a lasting, sustainable and helpful business.

OPEN-MINDEDNESS

We keep an open mind, always exploring new territories to help you thrive.

QUALITY

We always seek to provide the best service and solution for our clients.

WE ARE ALL HUMAN

We aim to make our interactions engaging and delightful.

TEAMWORK

We work together, across boundaries, to meet the needs of our clients.

“Only those who care about you, can hear you when you’re quiet.”

Our Team

Aloysius Lee

Co-founder, Chief Executive Officer

Aloysius has over 23 years of experience in the financial industry, holding various appointments with Citigroup, Standard Chartered Bank, OCBC, DBS, UBS and Credit Suisse.

Aloysius and team gained Independence in 2016 with the encouragement and support of their clients. We strongly believe that the transparency and alignment of client’s interest within the independent asset management setup would best serve their clients.

With the support of his clients and team of experienced bankers, Aloysius aims to uphold the highest standards of wealth management with his clients as top priority. He focuses on cultivating a strong team synergy with like-minded individuals to meet the diverse needs of clients. By tapping on partnerships with banks and other financial institutions, IAM Asia Capital can provide comprehensive solutions for a diverse range of client needs.

Les Chin

Co-Founder

“Happiness is not at the top of the mountain, but in how to climb.” ~ Confucius

Creating value for our clients and partners should not be an afterthought but our core business strategy. Integrity in the world of wealth management boils down to a commitment to do what is best for clients, no matter what. Situational awareness and experience become paramount in what we do. Our vision is to build a sustainable business and a dedicated team that enjoy their work.

Les has over 20 years of experience in the banking and wealth management industry. Spending last 5 years as independent asset manager. Prior to that, he was a client advisor with Credit Suisse and Citibank.

Melissa Low

Assistant Vice President

“Most people do not listen with the intent to understand; they listen with the intent to reply.” ~ Stephen R. Covey

Having acquired a decade of client servicing experiences within the retail, affluent and private banking space, Melissa has an all-rounded experience from product knowledge to client servicing. She takes pride in her progression from retail banking to the UHNW segment and desires to add value to the team with her past experiences. Resourceful and diligent, she ensures operation seamlessness and service continuity together with the team.

Melissa supports the team in their day-to-day portfolio management and operations, working closely with the co-founders and their valued clients with a keen focus on understanding clients’ diverse needs.

Karine Kong

Associate

“I do things I don’t know how to do in order to learn how to do them” – Pablo Picasso

Karine is tenacious and enjoys collaboration. She assists in a wide range of activities from client onboarding, portfolio management to daily client activities and appreciates the dynamic nature of her role. She believes in anticipating the needs of clients and of her team, she hopes to add value to clients and strengthen the IAM Asia team.

Prior to joining IAM Asia Capital, Karine has interned with other Financial Institutions like United Overseas Bank and Keppel Capital. Karine graduated with a Bachelor of Science from Singapore Management University with Majors in Finance.