Wilfred Lim, Cfa

Wilfred Lim, Cfa Email and Phone Number

Investment Director @ Northwaters Capital
Singapore
Wilfred Lim, Cfa's Location
Singapore, Singapore, Singapore
Wilfred Lim, Cfa's Contact Details

Wilfred Lim, Cfa work email

Wilfred Lim, Cfa personal email

n/a
About Wilfred Lim, Cfa

As a CFA charterholder with over a decade of experience, I specialize in constructing and managing multi-asset portfolios that consistently outperform benchmarks. My investment philosophy blends disciplined asset allocation, rigorous quantitative analysis, and proactive risk management to identify undervalued opportunities across global markets to position portfolios for long-term growth.Find out more about my work at https://onlyfin.substack.com/.

Wilfred Lim, Cfa's Current Company Details
Northwaters Capital

Northwaters Capital

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Investment Director
Singapore
Website:
nw-am.com
Employees:
5
Wilfred Lim, Cfa Work Experience Details
  • Northwaters Capital
    Investment Director
    Northwaters Capital
    Singapore
    View
  • Zico Asset Management
    Portfolio Manager
    Zico Asset Management Jan 2024 - Present
    View
  • Phillipcapital
    Head Of Strategy, Investment Solutions
    Phillipcapital Jun 2022 - Oct 2023
    View
  • Vertical Rock Capital
    Executive Director
    Vertical Rock Capital Jun 2021 - Mar 2022
    View
  • Bmfa Group
    Executive Director, Wealth Management
    Bmfa Group Jul 2019 - May 2021
    Singapore
    View
  • Bmfa Group
    Chief Executive Officer, Investments
    Bmfa Group Oct 2018 - May 2020
    Singapore
    View
  • Aviva Financial Advisers
    Financial Services Manager
    Aviva Financial Advisers Jan 2018 - Aug 2018
  • United Overseas Bank Limited (Uob)
    Assistant Vice President, Client Advisor
    United Overseas Bank Limited (Uob) Sep 2016 - Dec 2017
    View
  • Maybank Kim Eng Securities
    Assistant Vice President, Private Client Services
    Maybank Kim Eng Securities Sep 2012 - Sep 2016
    View
  • Ocbc Bank
    Wealth Management Intern
    Ocbc Bank May 2011 - Jul 2011
    View

Wilfred Lim, Cfa Skills

Bloomberg Terminal Visual Basic Adobe Capitvate Adobe Premiere Pro Reuters Technical Analysis Management Economics Financial Analysis Strategy Financial Modeling Microsoft Excel Microsoft Office

Wilfred Lim, Cfa Education Details

Frequently Asked Questions about Wilfred Lim, Cfa

What company does Wilfred Lim, Cfa work for?

Wilfred Lim, Cfa works for Northwaters Capital

What is Wilfred Lim, Cfa's role at the current company?

Wilfred Lim, Cfa's current role is Investment Director.

What is Wilfred Lim, Cfa's email address?

Wilfred Lim, Cfa's email address is wi****@****.edu.sg

What schools did Wilfred Lim, Cfa attend?

Wilfred Lim, Cfa attended National University Of Singapore, Usc Marshall School Of Business, Meridian Junior College.

What are some of Wilfred Lim, Cfa's interests?

Wilfred Lim, Cfa has interest in Drumming, Investing, Trading, Poker, Quantitative Finance.

What skills is Wilfred Lim, Cfa known for?

Wilfred Lim, Cfa has skills like Bloomberg Terminal, Visual Basic, Adobe Capitvate, Adobe Premiere Pro, Reuters, Technical Analysis, Management, Economics, Financial Analysis, Strategy, Financial Modeling, Microsoft Excel.

Who are Wilfred Lim, Cfa's colleagues?

Wilfred Lim, Cfa's colleagues are Lin Yuan, Jonathan Yap.

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