A Platform Centered Around Wealth Advisors
Scale your business. Help achieve investment goals.
Alpha, Beta, Gamma Investment Platform
Combining technology with human expertise to achieve better investment performance.
Holistic Portfolio Management
Beyond end to end solution. Ongoing optimization across cash and other asset classes.
Dr. Aaron Low, CFA
Founder & CEO
Dr. Simon Nocera
Partner & Chief Investment Officer
James Jones, CFA
Partner & Wealth Management Solutions
Lee Yuit Chieng
Chief Operating Officer
Senior Technology Advisor
Chief Technology Officer
Senior Dev Ops Engineer
Director of Lumen Advisors (San Francisco). Head of RCM Global Investors (San Francisco). Head of Portfolio Management PIMCO. Chairman Board of Governors CFA Institute. Board Advisor Wealth Management Institute, Board Director and Advisor to Asian Funds.
Aaron has PhD International Finance from UCLA Anderson School of Management. Completed the Director Consortium programs at Stanford and the University of Chicago. Holds a CFA Charter.
Founder of Lumen Advisors (San Francisco). CIO, Global EM debt at Dresdner RCM Global Investors. Portfolio Manager at Soros Fund Management for the Quantum Emerging Growth Fund. CIO EM Fixed Income at LGT. Global Strategist at Putnam Fixed Income.
Simon has a PhD in Economics from the University of Milan and a MSc in Electronics Engineering from I.T.I.S in Vimercate, Italy.
Founder of Sterling Investment Advisors, LLC. Tenured Professor at Southwest Baptist University teaching Economics and Finance. Board of Governors, CFA Institute. Chair and Board Member of CFA Institute Council of Examiners.
James has a BS in Economics/Business Administration from Southwest Baptist University and MBA from the University of Arkansas. CFA, CLU and ChFC accredited. Awarded the CFA Institute C. Stewart Sheppard Award in 2008.
Started Financial Markets operations for 2 banks with experience across London, Hong Kong and Singapore, including at various divisions within Dresdner Bank AG. Built and run Capital Markets and ALM in Asia for a leading German bank, including overseeing macro risk management.
Mahmood has a BA in Economics and Political Science from National University of Singapore and an MBA in Finance from the Indiana Kelley School of Business.
Over 35 years of investment and business experience across a diverse range of financial institutions. Pioneered indexing and ETFs in Asia as Regional Director at Barclays Global Investors and Managing Director at Vanguard Investments Singapore.
Yuit Chieng has a BSc in Economics and Statistics (Honors) from National University of Singapore and an MSc in Financial Engineering from Nanyang Technological University.
Executive Vice President of PIMCO for 7 years where he built PIMCO’s global traditions, portfolio management, compliance and operations technology. Prior to that, he held tech management roles at Bloomberg LP and Goldman Sachs.
MSc in Computer Science from the Courant Institute of Mathematical Science at New York University. Bachelors degree from Hunter College.
Experienced CTO and tech entrepreneur with experience as a technical consultant on Murex SAS, voted as the Software solution of the year in Innovation and ERM system for financial institutions. Part of leadership and operations team for several start-up which have successfully raised multiple funding rounds.
MS in Computer Science from Ecole Française d’Electronique et d’Informatique. Marine Nationale – Preparation Militaire Superieure Etat Major. SV2 – AST, Singapore Armed Forces Volunteer.
With a background in Wealth Management and in client acquisition and account management followed by over a decade in digital transformation, wealth tech solutions and his own technology startup, Andrew is leading the charge on the Lumiq Platform to ensure it meets the needs of the target customer.
BA Politics, Economics and Philosophy from the University of York. MBA INSEAD.
Andy is responsible for the infrastructure and continuous improvement of the Lumiq platform. He has over 10 years in software engineering and software administration from start-ups for large corporations. Prior to Lumiq, he spent 4 years in Quantcast focusing on building and operating low latency scalable distributed systems.
Andy has a B. Eng in Computer Engineering from Nanyang Technical University, Singapore.
With 18 years of experience in software development, Ruslan was previously working with global investment banks (UBS, BAML) on securities infrastructure. He was also with the Principal Engineer with an adtech start-up working on scaling the platform to process billions of calls per day across multiple data centers.
Ruslan has a MS in Applied Mathematics from Kazan State Technical University in the Republic of Tatarstan.