Commitment and Experience
Established since 2010 with a team focused on long-term partnerships and regulated by the MAS.
Wealth Management Professionals
Chairman, Founding Partner
Wilfried has been in the private banking industry for over 30 years where he managed several key businesses in Europe and Asia for Swiss Banking Corp, UBS and Bank Julius Baer. Prior to founding Lumen Capital Investors, Wilfried was CEO of Bank Julius Baer Singapore.
CEO & Managing Partner
A seasoned private banker, Jan started his career with UBS in 1996. He joined Lumen Capital Investors (LCI) in 2013.
Prior to joining LCI, he was Executive Director and Head of Independent Asset Manager Asia (Singapore)at Bank Julius Baer.
Thomas von Rueti
COO & CRO
Thomas is a 30-year veteran in the financial service industry, having worked for UBS, Credit Suisse, Zurich, Swiss Life and Singapore Life. Thomas moved to Singapore in 2008 as the CEO of Swiss Life. Before joining LCI, Thomas was the Chief Commercial Officer of Singapore Life, the Singapore grown Fintech Insurer.
Nik has over 15 years of experience in the wealth management industry. Nik started his career as a corporate banker in Deutsche Bank AG, New York and prior to joining Lumen Capital Investors, he was a Managing Director at Societe Generale ASEAN region wealth management.
An experienced and global professional with hands on business leadership experience in the Banking industry, and with over 30 years of Business and Marketing exposure in the Wealth Management space, spanning across India, Middle East and APAC, for HSBC, Swiss Banking Corp, UBS and CS. Prior to joining Lumen Capital Investors ( LCI ), Vish was a Managing Director with Marcuard Heritage (Singapore) Pte. Ltd.
Managing Director, Partner
Nadia has been in the private banking industry for almost 28 years. She started her banking career in Belgium, where she managed several key portfolios for Paribas Bank and ING Bank.
In 2001 she moved to Switzerland -Geneva- where she continued to build up her book of key clients with ING, before joining UBP Geneva in 2009. In 2012 she moved to Singapore to develop the UBP Singapore entity. Prior to joining Lumen Capital Investors in 2016, Nadia was a Managing Director at Union Bancaire Privee Singapore.
Alexander has over 20 years of investment experience. Prior to joining Carret and Lumen, Alexander was CIO at a Hong Kong based multi-family office. Prior to that, he headed Investment Advisory Services at Julius Baer Hong Kong until 2011 with various other investing roles at Julius Baer and other banks before that. Alexander holds a MSc in Global Finance from HKUST and NYU Stern and a B.A. in Law and Economics from the University of St. Gallen.
Vivien is a seasoned private banker with more than 20 years of experience in the wealth management industry. Prior to joining LCI, she was with UBS AG, HSBC and most recently with Credit Suisse AG, where she specialized in managing relationships of ultra-high net worth families.
Kumala Dewi H.
Kumala Dewi brings close to 30 years of experience in Banking & Wealth Management, she spent her last 17 years with Citi & Credit Suisse Private Bank Singapore. Prior to this, she started her banking career in Indonesia – trade finance and corporate banking. Joined Lumen in 2019, she continues to deliver the client-focused approach to attain the broader suitable investment solutions.
Sow Cheng Chua
Sow Cheng is a dedicated wealth manager with over 10 years of experience. She started her banking career in 2011 with HL Bank Singapore, where she specialized in managing relationships in healthcare sector and provided financial advice at both corporate and personal level. She started managing investments as a private banker in CIC Private Bank in 2016. Prior to joining Lumen Capital Investors, Sow Cheng was a Director at Bank of Singapore.
Andrea is an experienced private banker, having worked in the wealth management industry for over 20 years. Before joining LCI, she was with Bank of Singapore, UBS and Westpac Bank.
Marcel is an experienced Wealth Manager with close to 14 years of service at LGT Bank. Combining traditional wealth management with a deep understanding of digital assets, he offers a unique perspective for comprehensive investment solutions. He worked in key financial centres of Singapore, Hong Kong, Zurich and New York. Marcel is also a CFA charterholder.
Harsh has over 8 years of experience in the banking industry. Harsh started his career as an investment banking analyst at UBS, and prior to joining Lumen Capital Investors, he was an investment strategist at Credit Suisse Private Bank. Harsh holds a MSc in Geophysics from IIT Kharagpur and is a CFA holder.
Calvin has 10 years of experience in wealth management and investment advisory. Prior to joining Lumen Capital Investors, he was a Multi-Asset Investment Specialist at HSBC and OCBC. Calvin graduated from Monash University, Australia, with a double major in Economics and Banking & Finance.
Head HR & Finance
Charlene has accumulated years of experience in private banking, compliance and operations, across various financial institutions since 2002 – namely United Overseas Bank, Morgan Stanley and DBS Bank. She graduated from University of London with a Bachelor of Science in Banking and Finance and holds an ICA Advanced Certificate in Governance, Risk and Compliance.
Dawn joined Lumen Capital Investors (LCI) in 2019 from Credit Suisse AG, Singapore, where she was an Assistant Relationship Manager with the Singapore market for 5 years. Prior to that, she was in the same role at other US and European Private Banks.
Head of Compliance
Mabel has over 20 years’ experience in the banking industry of which more than 10 years were in the KYC/CDD and Compliance roles in Investment and Private Banks. Prior to joining Lumen, Mabel was a Compliance VP at a Private Bank.
Mabel holds a Bachelor of Commerce (Management), and an ICA Specialist Diploma (Merit) in Anti Money Laundering.
Sharon has been in the financial industry since 2003 and she started her wealth management career as a Relationship manager at DBS. She also acquired 10 years of Private Banking experience with Credit Suisse in the role as an Assistant Relationship Manager.
Boon Kwee has been in the wealth management industry for over 20 years, with United Overseas Bank, HSBC Private Bank and most recently, Credit Suisse AG where she was a Senior Assistant Relationship Manager in the Indonesia market team for the past 9 years.
Wendy graduated from the University of Queensland Australia with a Bachelor of Commerce majoring Finance. She has been in the financial industry since 2006 and she started her wealth management career as a Client Advisor Assistant at UBS AG, Singapore. She was also in the same role at other European Private Banks (Deutsche Bank AG, Credit Suisse AG, Bank Julius Baer & Co. Ltd.) as well as in an Independent Wealth Management company.
Associate - CFP® IBFA
Darren has over 5 years of experience in the Wealth Management industry. Prior to joining Lumen Capital Investors, he was in front office roles with UBS and a Multi-Family Office. Darren graduated from Singapore Management University with a Bachelor of Business Management, majoring in Finance. He is also a CFP and IBFA holder.
Andika R. Dharma
Andika graduated from National University of Singapore. He has 10 years+ of experience in the wealth management industry as Assistant Relationship Manager (Citibank, DBS Private Bank) and Relationship Manager (Standard Chartered Bank).
Senior Advisor, Wealth Structuring
Dudley started his banking career at HSBC in Hong Kong. He rose to be the CEO of Commerzbank Trust after 13 years, until 2010. Prior to joining Lumen Capital Investors, he was a Director of Trident Trust in Singapore for 7 years .
Our Advisory Board
Co-founder, Asiability Ltd, London
Andrew has over 30 years’ experience advising companies, financial institutions and governments on strategy, organization, policy and M&A/alliances in Asia and Europe. He has extensive experience in all matters relating to China and its integration into the world economy.
Christian B. Rosenow
Founder, CBR Investment AG, Balzers Liechtenstein
Christian B. Rosenow has worked in the financial industry for over 40 years. After holding various positions at well-known institutions in Switzerland and abroad, he joined a private bank in Zurich at the beginning of the 1990s, where he was responsible for asset management and reasearch as a member of the Executive Board in 1995. In 1997, Christian founded his own asset management company, which he was able to develop and manage successfully. In 2017, the company was sold to a larger finance company in the Principality of Liechtenstein. Since then, he is the manager of two larger investment funds and is active as a board member in various companies in the financial sector and industry
EO, Shareable Assets, Pte. Ltd. Non-executive board member, Vingroup, JSC. Non-executive board member, Pepper Savings Bank, Co. Ltd.
Michael Chin is a seasoned investment bank and asset management professional with over 3 decades of experience working for global financial services companies. He currently heads up Shareable Assets, Pte. Ltd., which specializes in digitalizing capital markets in Singapore and Southeast Asia. He was formerly CEO of UBS Asset Management Singapore from 2015-2018 and CEO of UBS Hana Asset Management in Korea from 2010-2015.