Ferrell Financial Group

Key Personnel

benjamin

Benjamin LIM

Managing Director

Ben has over 20 years of private banking experience, holding senior positions in UBS AG and HSBC Private Bank (Suisse) SA. He was responsible for the set up of Investment Solutions for UBS WM China. At HSBC, he played an instrumental role in the development of the Investment Consultant Team & the Discretionary Programme Management, to ensure appropriate life cycle implementation of discretionary solutions. He has a degree in Electrical Engineering from Clarkson University.

Dr LIM Boh Soon

Chairman of Advisory Board

Dr Lim has been in the VC and PE fund management industry in Asia for more than 23 years. He is an Adjunct Professor at SMU lecturing on the VC & PE Module for the Master in Applied Finance program. He has held senior management position in various organisations including, UBS Capital Asia Pacific (S) Limited, Rothschild Ventures Asia Ltd, The Natsteel Group and the Singapore Technologies Group. He was the first Non-Muslim CEO of Kuwait Finance House (S) Pte Ltd. Prior to that, he was first foreign CEO of Vietcombank Fund Management Company in Vietnam. Dr Lim has a PhD in Mechanical Engineering from the University of Strathclyde, UK.

 

Kenneth OH

Member of Advisory Board

Kenneth is a full-time lawyer and Senior Partner with Dentons Rodyk & Davidson’s Corporate Practice, and China/Indonesia Practices. In legal practice for over 16 years, he specialises in corporate finance – advising on venture capital, private equity, IPOs & post-IPO funding – and mergers & acquisitions. Legal directory Asia Pacific Legal 500 has listed Kenneth as being “…admired for his quickness of mind and his ability to come up with creative solutions..” and an “equity capital markets specialist”.

Xu YAN, CIIA

Member of Advisory Board

Xu started his IT consulting career with Arthur Andersen Business Consulting Zurich office in 1997. As managing partner of Itrend Consulting, Xu enjoys an excellent reputation in delivering complex IT projects for private banks. Since 2012 Xu held several general management positions at Swiss companies (Swisscom ITS, Assentis)in Asia. Xu has a master degree in computer science from Swiss Federal Institute of Technology and a diploma of Certified International Investment Analyst (CIIA).

Ferrell Assets Management Pte Ltd

Key Management Personnel

benjamin

Benjamin LIM

CEO

Ben has over 20 years of private banking experience, holding senior positions in UBS AG and HSBC Private Bank (Suisse) SA. He was responsible for the set up of Investment Solutions for UBS WM China. At HSBC, he played an instrumental role in the development of the Investment Consultant Team & the Discretionary Programme Management, to ensure appropriate life cycle implementation of discretionary solutions. He has a degree in Electrical Engineering from Clarkson University.

 

CHENG Keok Wee

Executive Director & CIO

Keok Wee has more than 17 years of experience in managing an array of financial instruments. Prior to Ferrell, he was the Asia Research Director of an independent asset management firm, managing multi-asset class discretionary portfolios. His achievements include conceptualising a Asia-focused high yield bond fund and also setting up Standard Chartered Bank’s Equity and Equity Derivatives business. He holds an MBA from NTU and a Commerce degree from Murdoch University.

NG Hwee, CFA

Executive Director

Hwee is our Head, Greater China. His banking and asset management experience over 16 years includes being the CIO of a private equity firm in Beijing and a senior investment consultant with UBS AG in Singapore & Hong Kong. He was also a portfolio manager with Fullerton Fund Management Co Ltd and a senior economist with Monetary Authority of Singapore where he conducted topical studies and participated in policy formation. He holds a degree from London School of Economics and Political Science.

Steve TAN

Director (Projects)

Steve started his career as a discretionary portfolio administrator in Fortis Private Bank where he was responsible for trading, performance and bench-marking reports. He was also involved in regulatory compliance, risk and internal controls duties. Subsequently, Steve worked in DBS and HSBC in similar capacities, where he gained insightful knowledge of banking systems. Steve has a bachelor degree in Business Administration from University of Wales.