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About Us

LCI in brief

“I joined LCI as I believe in the values of a truly open architecture and the potential of technology, providing clients with personalised solutions.”

 Thomas von Rueti, COO & CRO 

Why partner with us?

Our Values

Our Team

Wilfried Kofmehl

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.

Jan Dirkmann

CEO & Managing Partner

A seasoned private banker, Jan joined Lumen Capital Investors (LCI) in 2013 and became Chief Executive Officer in 2014. Prior to joining LCI, he was an Executive Director at Bank Julius Baer where he was the Head of Independent Asset Manager Asia (Singapore).

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, where he transformed the company from a greenfield operation to a leading HNW insurer. Before joining LCI, Thomas was the Chief Commercial Officer of Singapore Life, the Singapore grown Fintech Insurer.

Nadia Bathiche

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 Floersheim

Partner

Alexander has over 15 years of experience in the investment industry. 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. 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 Tan

Partner

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.

Nikita Rossinsky

Partner

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.

Kumala Dewi H.

Partner

Kumala Dewi brings close to 25 years of experience in Banking & Wealth Management, where she spent her last 17 years in Citi & Credit Suisse Private Bank Singapore. Prior to this, she started her banking career in Indonesia, mainly dealing in trade finance and branch banking management. In Lumen, she continues to deliver the client-focused approach to attain the most suitable investment solutions.

Takeshi Fujimoto

Partner

Takeshi has over 30 years of experience in the financial industry across Singapore, Hong Kong and Japan. Prior to joining Lumen Capital Investors, he was Managing Director, Head of Japan desk at BNP Paribas Wealth Management, Singapore.

Giri Rajendran

Partner

Giri has more than a decade’s experience working in London, Singapore and Washington as an economist and investment professional. He holds a bachelor’s degree and two master’s degrees from the London School of Economics – in economics, finance and international political economy, respectively.

Sow Cheng Chua

Partner

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 Paul

Partner

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.

Laurent Lequeu

Head Portfolio Management

Laurent is a seasoned investment professional with 20 years of investment management and advisory experience. He has previously worked at RHB Asset Management, Banque Privée Edmond de Rothschild and BGL BNP Paribas.

Pablo Ortolá

Investment Counsellor

Pablo is a seasoned financial professional with over 20 years of international experience in the corporate world and of which, more than 10 years within the Singapore Financial Arena. Prior to joining LCI, he has assumed roles as Portfolio Manager and Wealth Manager serving the high-net-worth individuals in various financial advisory companies and boutique firms.

Ryan Ong

Portfolio Manager

Ryan obtained his degree in Accountancy from NUS. He has over 8 years of experience in the wealth management industry of which two years were with PwC Singapore mainly as a Financial Services auditor and Regulatory Advisory consultant for a short stint. Prior to joining LCI in 2017, Ryan was an Assistant Relationship Manager in DBS Private Bank (Greater China Team). He is also currently both a Chartered Alternative Investment Analyst and Chartered Accountant of Singapore.

Charlene Chen

Head HR & Finance

Charlene has over 15 years of experience in banking, compliance and operations, across various financial institutions – namely United Overseas Bank, Morgan Stanley and DBS Private Bank. She has 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.

Mabel Teo

Head of Compliance

Mabel has over 20 years of experience in the banking industry of which more than 10 years were in the KYC/CDD and Compliance roles. Prior to joining Lumen, Mabel was a Compliance Officer at a private bank in Singapore.
Mabel holds a Bachelor of Commerce (Management) and a Specialist Diploma in Anti Money Laundering.

Dawn Teo

Senior Associate

Dawn graduated from the National University of Singapore and has been in the wealth management industry for over 12 years, with Citi Private Bank, Deutsche Bank, EFG Bank, HSBC Private Bank and most recently, Credit Suisse AG where she was an Assistant Relationship Manager in the Singapore market team for the past 5 years.

Sharon Seetoh

Senior Associate

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. Sharon graduated from Curtin University of Technology with a Bachelor of Commerce in Finance and Marketing.

Andika R. Dharma

Associate

Andika has 7 years of experience in the Wealth Management industry. Prior to joining Lumen, he has worked as an Assistant Relationship Manager (Citibank and DBS Private Bank) and Relationship Manager (Standard Chartered Bank). Andika graduated from the National University of Singapore.

Doris Ng

Associate

Doris has over 8 years of experience in the Wealth Management industry. Over the span of her career, she has worked as an Assistant Relationship Manager at several private banks, including State Street. Doris holds a Bachelor of Science in Business from University of London. She is fluent in English and Mandarin.

Sheila Wong

Associate

Sheila started her career with Singapore Airlines for 2.5 years and graduated from the University of Melbourne with a Bachelor of Commerce in Economics & Finance in 2017. She has over 3 years of Wealth Management experience with Deutsche Bank and Bank of Singapore – serving Greater China, Singapore and Malaysian market.

Darren Koh

Associate

Darren obtained his degree in Business Management from the Singapore Management University. He has over 4 years of experience in the Wealth Management industry. Prior to joining Lumen Capital Investors, he was with AIA FA and subsequently assisted client advisors in UBS and senior relationship managers in a Multi-Family Office. He also currently holds the Associate Wealth Planner and Associate Estate Planning Practitioner designation.

Dudley Lim

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 .

Advisory Board

Andrew Cainey

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 was the Executive Chairman of CBR Privatinvest AG in Zurich, Switzerland, an asset management company which he has founded in 1997. In 2011, he started a new company, CBR Investment AG, based in Balzers, Liechtenstein. It focuses primarily on the management of the CBR funds, where Christian also acts as the Executive Chairman.

Michael Chin

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.

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