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Chairman & Managing Director, Lumiq Wealth
Nitin holds the position of Chairman and Managing Director at Lumiq Wealth, bringing with him a wealth of experience and knowledge. As a seasoned expert, Nitin plays a pivotal role in steering Lumiq Wealth towards growth and success in the Indian market.
With a strong background in offering strategic advice grounded in extensive market analysis, Nitin's expertise is highly sought-after in the industry. His prior experience as an independent advisor and a board member of a prominent listed Non-Banking Finance Company reflects his deep understanding of the intricacies of the financial landscape.
Nitin has a keen eye for marketing, collaborating closely with sales departments to devise effective pricing and marketing strategies. His proficiency in budgeting, return on investment (ROI), and profit and loss (P&L) projections has proven invaluable in his advisory roles.
Having worked globally in India, South East Asia, and the Middle East, Nitin has successfully guided companies of all sizes, from startups to multinational corporations, on cross-border business advisory matters. With over two decades spent in Singapore, he has cultivated a strong network and a deep understanding of the local and international business landscape. In his role at Lumiq Wealth, Nitin is entrusted with providing strategic direction, leveraging his vast expertise to drive the organization's growth and success in the Indian market. Under his leadership, Lumiq is poised for expansion into GIFT City, the Middle East, and East Africa in the near future.
Chief Executive Officer, Lumiq Wealth
Veeraraghavan Viswanathan, Lumiq Wealth's Chief Executive Officer, is a seasoned professional with a versatile background in finance and wealth management.
With a post-graduation from IMT Ghaziabad, Veeraraghavan commenced his career at a boutique investment bank, making significant contributions to their valuation team. Subsequently, he extended his expertise to a prominent financial services conglomerate, where he worked across forex and wealth management verticals.
During his tenure at a leading equity advisory firm, Veeraraghavan served as the head of the client acquisition team for two years. His adeptness in client engagement and acquisition led him to become a Cluster Manager at one of India's premier financial services firms, where he successfully led a team of wealth managers for two years. In this role, he managed the investments of High Net Worth Individuals, offering comprehensive advisory services in portfolio building across equity, debt, alternate investments, and estate planning.
In addition to his pivotal role at Lumiq Wealth, Veeraraghavan actively contributes to an ad-tech startup, fostering the growth of a digital media agency, where he holds the position of Chief Operating Officer, overseeing business operations. His diverse skill set further extends to consultancy roles, where he imparts valuable expertise in fundraising and business advisory for various firms.
Veeraraghavan Viswanathan's dynamic leadership and comprehensive industry knowledge position him as a key contributor to Lumiq Wealth's journey towards excellence in wealth management services.
Chief Executive Officer, Lumiq Singapore
Aaron is CEO of Lumiq Singapore and Principal of Lumen Advisors.
Prior to that, Aaron was Head of Portfolio Management at PIMCO managing global and emerging markets funds and overseeing Asia investment strategies. Before joining PIMCO, he was Head of Fixed Income (Portfolio Management) for Rosenberg Capital Management (RCM) Global Investors (San Francisco), managing global balanced and fixed income portfolios. He started his career in IBM.
He currently serves on the board of directors of Triumph Capital International (Singapore), Guotai Junan Asset Management (Hong Kong), Chairman, Board of Trustees of the Research Foundation (US) and board editor on the Journal of Futures Markets (US). He also is senior advisor to Hashkey Capital.
Previously, Aaron was the Chairman of the Board of Governors of the CFA Institute (US), and on boards of the Singapore Foreign Exchange Markets Committee (SFEMC), Government of Singapore Pension Fund, Investment Management Association of Singapore (iMAS), Wealth Management Institute (WMI), BNP Paribas Bank Hedge Fund Center (SMU). He has been Senior Advisor to the Harvest Fund Management (Beijing), Bosera Asset Management (Shenzhen) and Minsheng Tonghui Asset Management (Shanghai).
Aaron graduated with a PhD in International Financial Economics from Anderson School, UCLA, and other graduate programs at Stanford University, MIT and University of Chicago and an engineering degree from NUS. He is a CFA charterholder.
Senior Advisor
Simon Nocera is LUMIQ's Partner & Chief Investment Officer (CIO).
He spent 30 years as Head of Investment and Strategy with Soros, Putnam, Managing Director of Dresdner RCM Global Investors Head of EM Fixed Income, Chief Investment Officer (CIO) of LGT-Private Banking and Asset Management and was a Senior Economist at the IMF, International Monetary Fund.
He is also the Owner & Founder of Lumen Advisors LLC & Lumen Global Investment LLC.
Senior Advisor
James is our partner & LUMIQ's Head of Wealth Management Solutions.
James has more than two decades of wealth management experience. 26 years experience as Managing Member of US RIA Wealth Management at Sterling Investment Advisors, LLC and was Former Governor of CFA Institute.
Previously, James was also an Assistant Professor with Southwest Baptist University for 8 years. Focusing on Finance and Economics in the College of Business and Computer Sciences
Business Director
Mahmood has had a successful career in investment banking for over 25 years working in Singapore, London and Hong Kong. He spent most of his career at Dresdner Bank AG (Commerzbank).
He built profitable operations from scratch covering roles that included Fixed Income, structuring and asset/liability management and also built and ran the Asia capital markets operations for a major German bank.
Mahmood was a key member in a real estate start-up investment and development company to develop a large mixed-used project in Malaysia.
Throughout his career, his scope also covered risk management, compliance and audits. Mahmood has an MBA and a double Honours degree. He held senior roles in various working committees, which enabled him to get a good overview of the macro drivers of economies and therefore in what constitutes value.
Technology Advisor
Adnan has been a Software development professional for over 10 years, with experience in multiple software domains and industries.
His journey in tech started in the early 2000s building web frameworks and information management systems; since then he has contributed to companies and technologies used for data streaming, marketing tech, video streaming, e-commerce, cyber security and FinTech. His current focus is upscaling the technical capability of startups as a consultant and mentor, his responsibilities include hiring and training tech talent, architecting and building solutions, and implementing development and operational processes.
Founder & CEO
Yanay is LUMIQ's Senior Technology Advisor.
Formerly, Yanay was Executive Vice President of PIMCO for 16 years where he built PIMCO’s global traditions, portfolio management, compliance and operations technology.
Yanay is also the Founder & CEO of Pitch Inc. that develops a voice-first, mobile-first AI coach that helps music fans learn songs they love.
Founder & CEO
Steven has more than 18 years of working experience in Banking and Consulting, covering various domains in Investments, Risk Management, Regulatory Compliance, Operating Model Design, Product Design, Customer Value Proposition, Process Improvement and Technology Enhancement. Starting his career at PwC Consulting, his last role at Mercer was as Asia Head of Wealth Management. He was also Director of Banking and Wealth Management at EY.
Steven interviews regularly with the media. He also actively volunteers for non-profit organizations.
Steven is the Founder and Executive Director of Singapore Consultancy. He is currently the Assistant Honorary Treasurer and Chairman of the Fund Raising Sub Committee at Diabetes Singapore. He also serves in the Investment Finance Board Committee of SATA CommHealth.
Founder & CEO
Lennie was Regional Head of Asia at Legg Mason Global Asset Management and has held several other senior appointments in Hong Kong, Taiwan and China, in addition to his previous appointment as CEO at Legg Mason Singapore. Prior to these roles, he was CEO of ABN AMRO Asset Management Singapore.
Lennie specialises in Wealth and Asset Management and has over 25 years of experience in helping Central Banks, Government Institutions, Pension Funds, Insurance Companies, Corporates, Private and Retail Banks, Charities, Family Offices and High Net Worth Individuals with their investment needs.
Lennie is currently a Senior Advisor with LUMIQ and Singapore Consultancy. He is also an Adjunct Lecturer at the Wealth Management Institute at Nanyang Technological University.