Trusted by over 42,000 Singaporeans — No investing experience required. Your advisor calls within 24 hours.

The People Behind SingWealth

Meet Our Team

Licensed professionals and investment experts dedicated to helping everyday Singaporeans build wealth with confidence.

Leadership

The Leadership Team

Decades of combined experience in Singapore financial services, wealth management, and regulatory compliance.

Jonathan Lim

Jonathan Lim

Chief Executive Officer

12 years in Singapore wealth management. Former Vice President at DBS Private Bank. Jonathan founded SingWealth to make professional-grade investing accessible to every Singaporean regardless of their starting capital.

CFA CharterholderMAS Licensed12 Yrs Experience
Dr. Sarah Chen

Dr. Sarah Chen

Chief Technology Officer

PhD in Computational Finance from NUS. Sarah leads our AI and platform development, building tools that are powerful enough to compete with private banking but simple enough for first-time investors.

PhD Comp. FinanceNUS AlumniAI Specialist
Marcus Ang

Marcus Ang

Chief Compliance Officer

Former MAS regulatory specialist with 15 years of compliance experience. Marcus ensures every aspect of SingWealth meets Singapore’s financial regulations and client protection standards.

MAS SpecialistCompliance Expert15 Yrs Experience

Your Advisors

Licensed Singapore Advisors

Every client is personally assigned a licensed advisor in Singapore. Real people you can call, ask questions, and build a long-term relationship with.

Amanda Tan

Amanda Tan

Senior Investment Advisor

Central & East Singapore

10 years helping young Singaporeans optimise their CPF Investment Scheme and SRS contributions. Specialist in first-time investor onboarding. Known for patience and plain-language explanations.

Raj Kumar

Raj Kumar

Wealth Advisor

West Singapore & Jurong

Specialises in retirement income planning and property investment strategies for Singaporeans aged 28–40. 8 years of experience. Former UOB Wealth advisor.

Yvonne Wong

Yvonne Wong

Investment Advisor

North Singapore & Woodlands

Expert in SRS tax optimisation and CPF Life planning. 7 years experience. Specialises in working with young couples building their first investment portfolio together.

David Huang

David Huang

Senior Wealth Advisor

Expats & Permanent Residents

14 years experience working with foreign professionals in Singapore navigating SRS accounts, CPF contributions for PRs, and cross-border investment considerations.

Our Principles

What We Stand For

01

Client Protection First

Every recommendation we make is governed by MAS regulations and a fiduciary duty to our clients. Your interests always come before commissions.

02

Radical Transparency

We publish our performance data, regulatory status, and fee structures openly. No hidden charges, no surprises, no fine print designed to confuse.

03

Real Human Relationships

Technology assists but people lead. Every client speaks to a real licensed Singaporean advisor, not a chatbot or automated phone tree.

04

Education Over Sales

We measure success by how well our clients understand their finances, not by how much they invest. A confident client makes better decisions for life.

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