About Us
LCI in brief
- Established in 2010 in Singapore, the fastest growing financial center
- Managing assets in excess of USD 1 billion
- A team of over 25 dedicated professionals
- Dedicated, seasoned professionals with a wealth of experience, knowledge and expertise acquired in extensive, previous senior roles at major international financial institutions.
- Licensed by the Monetary Authority of Singapore
- Open architecture model with a wide range of Private Banking Partners
- Comprehensive internal and external investment resources
- Cooperation with HKSFC licensed asset manager Carret Private Capital Limited in Hong Kong
“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?
- Client first culture, securing alignment of clients and LCI's interest
- Independent with a truly open investment platform
- Experienced relationship managers with a long-term focus
- Senior Management and Board with broad international experience and credentials
- Broad range of private banking partners, offering choice and flexibility
- Headquartered in Singapore, a leading financial center
Our Values
- Independence and Integrity – are key values we believe in and the foundation of offering what's best for clients.
- Client Centricity – is at the heart of our approach, which ensures personalization, optimization, and suitability of advice.
- Dedicated Team and Commitment – to strive for the best outcomes, going the extra mile.
- Variety and Sustainability – by offering choice to clients, reflecting their ambitions and needs in building and managing long-term solutions.
- Knowledge and Information – combining seniority with a broad-based international ecosystem, to ensure delivery of optimal solutions.
Our Team
Wilfried Kofmehl
Executive 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, Senior Advisor
Nadia has been in the private banking industry for more than 18 years. She started her banking career in Belgium where she managed several key portfolios for Paribas Bank and ING Bank. Prior to joining Lumen Capital Investors, Nadia was a Managing Director at Union Bancaire Privee Singapore.
Alexander Floersheim
Senior Advisor
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
Senior Advisor
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
Senior Advisor
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.
Senior Advisor
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
Senior Advisor
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
Senior Advisor
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.
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 .
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.
Jody Ong
Portfolio Manager
Jody obtained his degree in Business Administration from the Nanyang Technological University. Prior to joining Lumen Capital Investors, Jody has acquired over 2 years of experience in various front office roles with OCBC Bank and Citibank (Singapore) which includes sales, operations and research.
Joel Tan
Portfolio Manager
Joel holds a Bachelor’s degree in Accountancy, with a minor in Economics, from the National University of Singapore. Prior to joining Lumen Capital Investors, Joel has acquired over 2 years of private banking experience at Bank Julius Baer, initially as part of the graduate program rotating across various investment-related functions, and most recently as a Fixed Income Specialist providing investment advice and expertise on fixed income.
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.
Elsie Chua
HR & Finance
Elsie has been in the banking industry for over 20 years and she brings with her a wealth of experience, having worked for EFG Bank, Banque Internationale A Luxembourg, Coutts, Bank of Singapore, UBS AG. Prior to joining Lumen Capital Investors, Elsie was an AVP at EFG Bank AG, Singapore Branch. Elsie graduated from Curtin University of Technology, Perth Australia.
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.
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
Non-Executive Board Member, Kakao Bank, South Korea
Michael Chin is a seasoned investment bank and asset management professional with over 3 decades of experience working for global financial services companies.