Anthony Lam Email & Phone Number

New York, Ny, Us

New York, Ny, Us

Melbourne, Victoria, Au

GiveOUT is an LGBTIQ+organization based in Melbourne, Australia. Established in 2016, GiveOUT has distributed over $1m in grants to community projects. As Treasurer, I rebuilt the financial governance processes for GiveOUT including budgeting, board reporting, matched fund tracking, expense management. As a Non Exec Director, I collaborated closely with GiveOUT's Board, paid team and volunteer working groups to refresh the strategy and successfully deliver the annual GiveOUT Day program in Australia, leading to funds raised of over $300k in each of 2021 & 2022.

Melbourne Cbd, Victoria, Au

Worked with the Partner group within the Wealth business to establish Centre of Influence relationshipsBuilt firm collateral including pitch documents, engagement letters and statements of adviceSourced and onboarded new clients to the firmCollaborated with the Investments Team to create custom investment portfolios for new clients, including transition of existing portfolios and staged deployment of cash holdingsSayers is a modern advisory and investment business founded in 2020 by a team of talented and passionate professionals and backed by Australian and US private capital. Purposefully built to be the catalyst for system change, Sayers invests in and nurtures the potential of people and technology to accelerate business progress and drive value for all.

Sydney, Nsw, Au

• Promoted to Partner leading a team of 5 Wealth Managers and Associates with book of 165 HNW and UHNW clients (Family Office, C-suite and Business Owners)• Increased AUM by 10% with associated additional recurring management fees, meeting targets• Billed additional revenue through disciplined charging of financial plan fees and cross-selling opportunities to in-house estate planning, tax accounting and insurance specialists• Delivered highest quality fiduciary service resulting in 100% client retention and +80 team NPS score• Coached 2 Wealth Managers to build client engagement strategy; led to increased referrals and additional service take-up

Sydney, Nsw, Au

Managed second largest book in the firm including 3 significant Family Office clients Grew client AUM 10% annually. Met annual fee revenue targets (upfront and recurring) through execution of client segment strategy for new client acquisition and high client engagement to identify cross-sale opportunities Identified key Center of Influence partners (tax accountants, estate planning lawyers, property specialists and corporate advisory specialists, own networks) to partner with and deliver steady qualified referralsCoached 5 Associates to step up to Wealth Manager roles through mentoring, shadowing, role-play practice, stepped increase in client ownership and accountabilityRecognized as a Top Performing Wealth Manager, winning the ‘Outstanding Achievement, Top 5 NPS Wealth Manager Award’ for multiple years as well as achieving NPS score of +100 in 2017 and 2020 Recognized as emerging talent, winning the “2013 Path to Growth Award” for my accelerated Wealth Management achievements through exceeding targets and as a role model for client advocacy / ability to obtain greater share of wallet and up-sell service

Sydney, Nsw, Au

Ownership of systems and reporting for the key drivers of the Wealth Management business including tracking of AUM, asset flows, margins, product mix, etcImproved CRM data feeds enabling the Leadership Team to track pipeline and Wealth Manager trends & performance, the Finance Team to validate commission data and better-quality data for the Finance Team to prepare annual budgets and monthly forecastsOwnership of group annual budgeting and monthly forecasting process, reporting to Deputy CFO Prepared the annual statutory reporting, mainly comprising review of business operations (Part 2 of Financial Statements), essentially the business drivers and ‘storytelling’ of Perpetual’s performanceProvided key support to the Corporate Affairs and Investor Relations team to deliver Analyst and Shareholder Presentations (slide decks and speech) for the Half Year and Full Year results

London, Gb

Strategic Markets was newly created as the 4th Region consolidating 10 rapidly growing European countriesSelected as the new Finance Manager reporting directly to Regional CFO and Regional CEO with dotted line management of Country CFOsImplemented new processes and reporting around monthly reporting, forecasting and annual budgeting, built new excel-based forecast models to capture revenue, costs and cashflow at a country and consolidated levelDesigned new revenue waterfall model to track revenue drivers on Monthly Management DashboardSuccessfully transferred monthly reporting operational processes to India-based Shared Service Centre

London, Gb

Responsible for managing the Operations & Technology cost centerReduced month end reporting process from 5 days to 2 days by redesigning processes such as creating a new cost model to analyze and track significant costs, a new accrual model (linked to new cost model) to automate accruals posting, and a new prepayment reconciliation process, reducing preparation time from 2 days to 2 hours

New York, Ny, Us

Managed on-site annual audits of Top 250 FTSE clientsKey clients included Diageo, Hyundai, Jose Cuervo, Burger KingCoached new grads in the audit processObtained ICAEW Chartered Accountant designation

Bachelor Of Arts - Ba, Accounting And Law

Education record