Ian Lim
About Ian Lim
Ian Lim is the Director of Private Wealth at VISTRA, with over a decade of experience in wealth planning across Singaporean and Swiss private banks. He specializes in wealth structuring for families in the Asia Pacific region and has expertise in establishing private funds and family office structures.
Work at Vistra
Ian Lim has been serving as the Director of Private Wealth at Vistra since 2021. In this role, he focuses on wealth structuring and management for clients in the Asia Pacific region. His responsibilities include providing strategic advice and solutions tailored to the unique needs of families and individuals seeking to optimize their wealth. His extensive background in wealth planning enhances Vistra's capabilities in delivering comprehensive private wealth services.
Education and Expertise
Ian Lim holds a Bachelor of Arts in Accounting and Finance from Michigan State University, where he studied from 1995 to 1998. He furthered his education by obtaining a Master of Laws from Queen Mary University of London, completing his studies from 2012 to 2014. His academic background supports his expertise in wealth planning, particularly in wealth structuring and the establishment of family trusts and private trust companies.
Background
Ian Lim has over a decade of experience in wealth planning, primarily within Singaporean and Swiss private banks. His career includes significant positions at several financial institutions, where he has developed a specialization in wealth structuring for families in the Asia Pacific region. His professional journey reflects a strong focus on providing tailored wealth management solutions.
Previous Work Experience
Before joining Vistra, Ian Lim held various roles in wealth planning at notable financial institutions. He worked at Lombard Odier Group as a Senior Wealth Planner from 2018 to 2020, and prior to that, he was a Wealth Planner at EFG Bank from 2011 to 2015 and at Bank of Singapore from 2015 to 2018. He also served as a Wealth Planner at DBS Bank from 2020 to 2021. This diverse experience has contributed to his comprehensive understanding of wealth management.
Specializations
Ian Lim specializes in wealth structuring, focusing on the needs of families in the Asia Pacific region. His expertise includes setting up private funds and single family office structures. He has practical experience in managing both bankable and non-bankable assets, including pre-IPO shares and substantial listed company shares. His knowledge in establishing family trusts and private trust companies further enhances his ability to serve clients effectively.