Personalized solutions built for you and your family wealth

We advise and engineer tailored made structures to meet our valued clients’ requirements, ensuring that our private clients, their family offices or private funds continue to grow and at the same time safeguard their legacies.

Tailored Service

Our strengths are rooted in meeting our clients specific needs

New Opportunities

Uncover New Opportunities with Private Structures

24/7 Support

We support different time zones and beyond normal working hours

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“Financial efficiency is not just about savings but also about creating long-term value. Therefore, finance is the mirror of business; manage it wisely, and the business will shine.”

About US

We Build New Futures And Safeguard Legacies

Our dedicated team draw on their vast experience in the advice of private wealth to build custom portfolios based on each client’s distinct objectives. We approach our clients’ goals as if they are our own, every portfolio is designed to realize unique, meaningful outcomes for each client.

Chief Executive Officer

Our Services

Services We Offer

Independent
Advisory

We provide unbiased and independent world-class advisory and discretionary services pertaining to listed equities, private equities, fixed-income, digital and emerging assets investments across global markets.

Wide-range of
Wealth Solutions

We offers access to private equity deals, structured products, alternatives, private fund vehicles such as Private Trusts, Private Funds and VCC in Singapore and other jurisdictions, and digital and emerging assets.

Tailored Services

We advise and engineer tailored made structures to meet our valued clients’ requirements, ensuring that our private clients, their family offices or private funds continue to grow and at the same time safeguard their legacies.

OUR TEAM

Lie Kienata
    Lie Kienata

    CEO and Co-Founder

    Upon graduated from MBA program in 2002, Kienata started his career with Citibank Indonesia in the management trainee program. He was promoted to Investment Product Wealth Management unit managing offshore products structured notes and funds. He moved to Standard Chartered Bank Indonesia with broader scope and responsibility and repeated his success while at the same time revamp the process flow by segregating the business function and operation and built robust SOP to mitigate operational risks. In 2007, he was hired by Prudential Asset Management Singapore (now Eastspring Investments) and moved to Singapore. He handled Banks and Prudential Insurance Indonesia, open up new distribution channel with several Banks – wealth management unit. He was then promoted to regional role handling South East Asia in business development; rationalizing funds by fund feeder into UCITS structure to achieve more scalable and efficient fund expense. He moved to Boston based hedged fund (CTA/Global Macro), PE Investments, to expand their business in Asia. In 2013, he joined Bank Danamon Indonesia to lead the Investor Relations and corporate finance/strategic function. He took a break between Jan 2015 -Feb 2017, venturing with a friend in manpower supplier business as silent partner. Then he joined a New York based private equity merchant bank firm, Murdock Capital Partners, to grow their business in Asia, started with a structured financing project for an Indonesian Mining company. He joined IIF in January 2018, a Multi finance company focus on SME, assisting in getting offshore loan from DFIs, impact funds and commercial Bank syndication loan; at the same time assisting a Singapore RFMC to develop Indonesia centric fund (special situation fund). He was very active on the corporate finance side of IIF, due to potential M&A deal, coordinating negotiation and at the same time restructuring with various lenders (senior loan, sub-debt and debt conversion into equity). He assisted acquisition deal of IZCAP by Townshend Capital. Currently he is in charge of Finance and Accounting (Group CFO) of a public listed company in Indonesia (main board), with subsidiaries in Indonesia, Singapore, Philippine and Japan, with 2 main businesses; in Financial Technology and Employee Benefits.

    Low Yuxing
      Low Yuxing

      Head of Structuring and Co-Founder

      20 years of experiences working in the financial industry specifically in Multi-national banks and Global Trust Companies. A highly motivated professional well-versed in leading successful projects. Adept at utilizing a combination of analytical, technical, and problem-solving skills to resolve issues. 2022 – 2024 Manager Ocorian Singapore Trust Company Pte. Ltd. (F.K.A. Singapore Trust Company Pte. Ltd.) 2019 – 2022 Trust Relationship Manager ZICO Trust (S) Ltd. 2017 – 2019 Trust Services Executive TMF Trustees Singapore Limited (TMF Group) 2015 – 2017 Trust Relationship Officer HSBC Trustee (Singapore) Limited 2011 – 2015 Private Client Services Senior Assistant TMF Trustees Singapore Limited 2010 – 2011 Treasury Services Settlements Officer Citibank NA Singapore 2008 – 2009 Bank Officer (Credit /Lending) Deputy Team Lead Standard Chartered Bank 2005 – 2007 Home Loans Officer HSBC Singapore