AeroLeads people directory · profile

Simon Lim Email & Phone Number

Head Strategic Investments, Advisor to the Board at Taurus Wealth
Location: Singapore 13 work roles 2 schools
1 work email found @zicoholdings.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email s****@zicoholdings.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Taurus Wealth
Role
Head Strategic Investments, Advisor to the Board
Location
Singapore
Company size
64 employees

Who is Simon Lim? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Simon Lim is listed as Head Strategic Investments, Advisor to the Board at Taurus Wealth, a with 64 employees, based in Singapore. AeroLeads shows a work email signal at zicoholdings.com and a matched LinkedIn profile for Simon Lim.

Simon Lim previously worked as Director of Special Projects at Zico Asset Management and Director of Special Projects at Zico Asset Management. Simon Lim holds Diploma In Wealth Management, Wealth Management from Ubs Wealth Management Campus Singapore.

Company email context

Email format at Taurus Wealth

This section adds company-level context without repeating Simon Lim's masked contact details.

{first}.{last}@zicoholdings.com
86% confidence

AeroLeads found 1 current-domain work email signal for Simon Lim. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Simon Lim

Led Zico Asset Management as a start-up into a premier financial institution that does business profitably, sustainably and ethically.Now, I have stepped down to focus on co-investing with a close investor base focused on special situation opportunities and alternative assets.Successful investments made:- leading and closing structuring for investors in asset backed private debt;- investments in hedge funds, late stage private equity;- investments in physical gold, bridge loans and direct whisky and art. Another "superpower" is harnessing my business, professional and personal experience in advising and constructing bespoke family office strategies. These strategies will encompass considerations on the family specific holdings, inter-generational plans while constructing future-proofed constructs for the present and future.Currently already in a key role with 2 families.

Listed skills include Investments, Investment Banking, Portfolio Management, Wealth Management, and 13 others.

Current workplace

Simon Lim's current company

Company context helps verify the profile and gives searchers a useful next step.

Taurus Wealth
Taurus Wealth
Head Strategic Investments, Advisor to the Board
Singapore
Website
taurusfamilyoffice.com
Employees
64
AeroLeads page
Company profile
View company profile Email format
13 roles

Simon Lim work experience

A career timeline built from the work history available for this profile.

Head Strategic Investments, Advisor To The Board

Taurus Wealth

Singapore

Ceo And Board Director

Zico Asset Management

Singapore

Obtained from Monetary Authority of Singapore, a Registered Fund Management Company status in 6 months, and the Capital Markets Licence in Fund Management in the following 6 monthsDeveloped full internal capability to deploy revenue generation across spectrum of regulated activities covered by CMS license, broadening business lines from one to four synergistic sub unitsTurned profitable in 2 years after CMS license issuanceIncreased revenue and profit growth over the COVID yearsHeadcount growth from a start up status of 2 employees in 2017 to 15 employees and currently running low staff turnover statsDeveloped from scratch, and managed Business Convergence, a cross pollination platform for different company units to work together, for the main holding company Zico Holdings Ltd

Oct 2016 - Jul 2024

Director

Limco Development Pte Ltd

Property Development, Investment Holding Company

Jun 1992 - Jul 2020

Svp

Silversea Asset Management

Silversea Asset Management is a Singapore based independent investment boutique and licensed by the Singapore Monetary Authority (MAS).

Jan 2016 - Aug 2016

Director

Ubs Ag

Zurich, Ch

Top band Client Advisor. Graduated from UBS Wealth Management University. Managed clients and staff in UBS for almost 9 years. Managed a team of operational staff and supervised over 10 bankers over a wide coverage of the clients. Worked closely with team and Compliance, Operations and Legal departmentsFull competencies in requirements in client profiling, manage the team for in-depth KYC procedures.Experienced in handling clients and accounts and supervised the team in making sure the accounts management would comply with the regulators’ requirements and audits.Portfolio Management - Deployed portfolio allocation strategies on client risk profiles, advised clients on risk and scenario management in portfolios and trading strategies. Researched investment opportunities and market information and data, developing fundamental and technical analysis on market trends and based on macro-economic data with the team. Worked with specialised team to allocate assets in discretionary mandates, and managed concentration and bulk risks, correlation risks, right-sizing asset allocations with risk profile and appetites of clients. Stress-tested portfolios including Monte Carlo simulations and performed periodic reviews with clients, with reporting in overall portfolio and asset allocation balancing. Client Profiles - Handled both onshore and offshore clients. Cross border competences include coverage in SEA, North Asia and parts of Europe. Lending Management - Experienced in single stock lending, other types of leverage, margin call management and close-out situations.Investment Management - UBS Committee member for investment product screening and suitability.

Jun 2007 - Dec 2015

Managing Director

Wong San’S Group
Jun 1995 - Apr 2007

Council Member

Singapore Tourism Board

Singapore, Sg

Singapore Tourism Board’s Tourism Consultative Council

Jan 2005 - Dec 2006

Council Member

Workforce Singapore

Singapore, Sg

Singapore Workforce Development Agency’s F&B Industry Skills & Training Council

Aug 2002 - Dec 2002

Committee Member

Ministry Of Trade And Industry (Singapore)

Singapore, Sg

Singapore’s Ministry of Trade & Industry Economic Review Committee; Sub Committee on Service Industries; (Tourism Working Group)

Aug 2001 - Jun 2002

Committee Member

Ministry Of Trade And Industry (Singapore)

Singapore, Sg

Singapore’s Ministry of Trade & Industry Economic Review Committee; Sub-committee on Domestic Enterprises: Food & Beverage Working Group

Aug 2001 - Jun 2002
Team & coworkers

Colleagues at Taurus Wealth

Other employees you can reach at taurusfamilyoffice.com. View company contacts for 64 employees →

SB Sarika Bhatia Sarika Bhatia Colleague at Taurus WealthSingapore View → HC Hazel Castro Hazel Castro Colleague at Taurus WealthSingapore View → NM Nikhil Matani Nikhil Matani Colleague at Taurus WealthSingapore View → PB Pankaj Bhagat Pankaj Bhagat Colleague at Taurus WealthDubai, United Arab Emirates View → HS Haren Shah Haren Shah Colleague at Taurus WealthSingapore View → MS Manvinder Singh Manvinder Singh Colleague at Taurus WealthSingapore View → BM Binjal Makwana, Cert (Im), Binjal Makwana, Cert (Im), Colleague at Taurus WealthDubai, United Arab Emirates View → AS Ashish Shroff Ashish Shroff Colleague at Taurus WealthSingapore View → BK Boon Kiong Yeo Boon Kiong Yeo Colleague at Taurus WealthSingapore View → RS Ramanan Subramanian Ramanan Subramanian Colleague at Taurus WealthSingapore View →
2 education records

Simon Lim education

Diploma In Wealth Management, Wealth Management

Ubs Wealth Management Campus Singapore

Bachelor Of Business Administration (Bba), Double Majors In Marketing And Finance

The University Of Texas At Austin
FAQ

Frequently asked questions about Simon Lim

Quick answers generated from the profile data available on this page.

What company does Simon Lim work for?

Simon Lim works for Taurus Wealth.

What is Simon Lim's role at Taurus Wealth?

Simon Lim is listed as Head Strategic Investments, Advisor to the Board at Taurus Wealth.

What is Simon Lim's email address?

AeroLeads has found 1 work email signal at @zicoholdings.com for Simon Lim at Taurus Wealth.

Where is Simon Lim based?

Simon Lim is based in Singapore while working with Taurus Wealth.

What companies has Simon Lim worked for?

Simon Lim has worked for Taurus Wealth, Zico Asset Management, Limco Development Pte Ltd, Silversea Asset Management, and Ubs Ag.

Who are Simon Lim's colleagues at Taurus Wealth?

Simon Lim's colleagues at Taurus Wealth include Sarika Bhatia, Hazel Castro, Nikhil Matani, Pankaj Bhagat, and Haren Shah.

How can I contact Simon Lim?

You can use AeroLeads to view verified contact signals for Simon Lim at Taurus Wealth, including work email, phone, and LinkedIn data when available.

What schools did Simon Lim attend?

Simon Lim holds Diploma In Wealth Management, Wealth Management from Ubs Wealth Management Campus Singapore.

What skills is Simon Lim known for?

Simon Lim is listed with skills including Investments, Investment Banking, Portfolio Management, Wealth Management, Equities, Capital Markets, Business Development, and Strategy.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.