wealth Management & Advisory Solutions

Trusted Partner for Asia’s Evolving Wealthy Families and Technopreneurs

We steward generational wealth with elegance and foresight, harmonising legacy values with the global vision of next-gen leaders.

Licensed by

MAS Singapore

Rooted in Heritage

90+ years of leadership experience

Serving

Asian UHNW families

Rooted in Heritage Since 2006,
Grown Through Innovation

Our Philosophy

Named after amazing rice, QIMI CAPITAL draws inspiration from Asia’s most enduring symbol of abundance, resilience, and unity.

We approach wealth management with the same care and adaptability that rice represents in every Asian home.

Just as rice nourishes and adapts across cultures, our asset management philosophy blends Asian heritage with modern innovation, cultivating financial legacies that transcend borders and generations.

“We steward generational wealth with elegance and foresight—harmonising legacy values with the global vision of next-gen leaders. Through disciplined value investing and the discerning use of AI, we unlock enduring prosperity for a sophisticated future. Safety and Wealth Preservation is always our priority, the rest will follow“

– CEO Joel Lim

our Approach

Independent Thinking, Bespoke Strategy

Innovative financial solutions tailored for discerning clients.

Our Insight

Our philosophy combines disciplined value investing, AI-driven insights, and long-term stewardship to achieve resilient growth while preserving wealth.

Our Process

We provide customised portfolio management tailored to each client’s unique goals and aspirations, supported by unbiased and independent advice.

Bespoke Wealth Solutions

QIMI’s Ecosystem & Wealth Strategies

Personalised Portfolio Design

Built around each family’s aspirations, legacy goals, and core values, integrating financial, emotional, and generational priorities to create a truly bespoke investment roadmap.

Smart Portfolio Allocation

Strategically diversified across asset classes, sectors, and geographies to achieve a balance between growth potential, liquidity, and capital preservation, adapting to shifting market dynamics.

AI-Driven Opportunities

Leveraging the power of artificial intelligence to uncover emerging global trends, predict market inflection points, and enhance decision-making precision for next-generation portfolios.

Value-Investing Principles

Grounded in disciplined, research-backed analysis focused on intrinsic value, long-term compounding, and resilience through market cycles, ensuring sustainable wealth growth over time.

Key Differentiators

Serving Asia’s
Wealthy Families
& Technopreneurs

Expertise in Family Wealth

Over 90 years of combined leadership experience across private banking, private equity, and wealth planning.

Understanding Technopreneurs

Deep insight into the fast-moving world of founders and innovation-driven wealth.

Innovative Client Solutions

Flexible structures and technology-enabled tools for unique client challenges.

Next-Gen Alignment

Understanding millennial inheritors and technopreneurs who value purpose, sustainability, innovation, agility, and impact, with advisory services tailored to their evolving ideals and global aspirations.

Legacy and Continuity

Extending and Protecting Family Legacies

Preserving Family Wealth

Safeguarding assets to benefit generations to come.

Succession Planning

Guiding families through smooth wealth transfers and governance structures.

Legacy Protection

Ensuring long-term impact through legal, financial, and strategic foresight.

Global Market Insights

Incorporating global market trends provides the next generation with valuable knowledge to make informed investment decisions.

Innovative Technologies

Advanced technologies enable new tools and platforms for wealth growth and diversification across borders.

Empowering New Generation

Aligning strategies with young investors’ aspirations fosters their international wealth growth and financial empowerment.

Legacy and Continuity

Extending and Protecting Family Legacies

Preserving Family Wealth

Safeguarding assets to benefit generations to come.

Succession Planning

Guiding families through smooth wealth transfers and governance structures.

Legacy Protection

Ensuring long-term impact through legal, financial, and strategic foresight.

Global Market Insights

Incorporating global market trends provides the next generation with valuable knowledge to make informed investment decisions.

Innovative Technologies

Advanced technologies enable new tools and platforms for wealth growth and diversification across borders.

Empowering New Generation

Aligning strategies with young investors’ aspirations fosters their international wealth growth and financial empowerment.

Family Legacy

Two Decades of Trust, Service, and Evolution

2010 – Achieved major expansion as AUM grew 6x.
2011 – AUM increased an additional 5x, marking exceptional momentum.

2016 – Recorded another doubling of AUM.

2025 – Approved by MAS for new strategic milestone by expanding into External Asset Management
(EAM) services.

2006 – Founded the company with strong anchor clients who trusted the founders.

2014 – AUM doubled,
reinforcing sustained growth.
2015 – Expanded product suite to 4 differentiated fund strategies.

2018 – Continued outstanding performance with AUM doubling again.
2021 – AUM growth maintained through CD-19; investor assets rose from strong thematic strategies.

2006 – Founded the company with strong anchor clients who trusted the founders.

2010 – Achieved major expansion as AUM grew 6x.
2011 – AUM increased an additional 5x, marking exceptional momentum.

2014 – AUM doubled, reinforcing sustained growth.
2015 – Expanded product suite to 4 differentiated fund strategies.

2016 – Recorded another doubling of AUM.

2018 – Continued outstanding performance with AUM doubling again.
2021 – AUM growth maintained through CD-19; investor assets rose from strong thematic strategies.

2025 – Approved by MAS for new strategic milestone by expanding into External Asset Management (EAM) services.

Generational Success

Connecting Tradition and Innovation

Bridging Family Values with Next-Gen Passions

Fostering collaboration between legacy holders and innovators.

Navigating Global Opportunities

Access to international markets and future-focused strategies.

Long-Term Stewardship

Responsible management and sustainable wealth transfer.

Collaborating with Partners

Strengthening capabilities through alliances with global institutions.

Leadership Excellence

Meet The Team

Joel Lim

Chief Executive Officer (CEO)

Joel Lim is the Executive Director and his background spans over 2 decades of experience in Private Banking, Private equity, Startups and Family Office/EAM. Prior to joining EAM, Joel was CEO of a Multi Family office Asset Management Company. Joel is no stranger to Managing the affairs of UHNW families during his time as a Managing Director at Bank Julius Baer as a Senior Client Partner managing a team of bankers for UHNW families.
In 2010, he was instrumental in developing MASFIS immigration scheme when he was the North Asia Desk head at HSBC private bank. During his tenure with the Private banks that includes Bank Julius Baer, HSBC Private bank, DBS Private Bank and Bank of Singapore, he had managed assets of Forbes list individuals and family offices . A strong believer of knowledge succession, Joel is a business mentor at NUSS for NUS students on startups and career planning. Joel holds a bachelor’s of Science (economics) Degree from National University of Singapore and has a double diploma from the Dale Carnegie for Sales Advantage and Interpersonal Skills in human relationship.

Kelson Foo

Chief Operating Officer (COO)

Kelson Foo is an Executive Director and Chief Operating Officer of the Manager. He graduated from Southern College, Malaysia, in 2002 with a Diploma in International Business and obtained a Bachelor of Business Administration, majoring in Business Finance, in 2005.
Prior to joining the firm, he spent two years with American Express Bank Ltd, where he served as a Bank Executive in the Securities Department. He also worked for several years with QIMI Asset Management as a Business Manager, overseeing operations and regulatory compliance. Kelson has since been with the firm since inception with a track record of almost 19 Years with the company.
With over 15 years of leadership experience across fund management, business consultancy, and financial services, Kelson possesses extensive expertise in client relations, trade execution, operations, compliance, and risk management within the fund management industry. As the company expands into the External Asset Management (EAM) sector, he continues to play a pivotal role in overseeing daily operations while progressively assuming greater responsibilities in supporting and integrating new EAM initiatives.

Ho Ji-Lyn

Chief Investment Officer (CIO)

Ho Ji-Lyn is the Executive Director and Chief Investment Officer of the Manager. She graduated with a Bachelor of Science (Economics), majoring in Banking and Finance, from the University of London in 1997.
Prior to joining the firm in 2016, Ji-Lyn was part of the Investment Advisory Group at HSBC Private Bank, where she led a team of equities and fixed income investment specialists.
With a career in the financial industry spanning more than three decades since 1989, she has held both back- and front-office positions at Overseas Union Bank and Bank Brussels Lambert. Besides setting up dealing desk at ING Investment Management, she did the same at Deutsche Bank and was also involved in portfolio management, managed dealing teams, and streamlined operational processes and controls.
In her current role, Ji-Lyn oversees portfolio management, research, and trade execution within the fund management division. As the company expands into the External Asset Management (EAM) sector, she is expected to take on an even more prominent leadership role, providing strategic direction and expertise in portfolio management within this new business line.

Private Consultation

Begin Your Wealth Journey

We help you shape your legacy with tailored strategies that serve your life, your family, and future generations. Designed for today, tomorrow, and generations ahead.

If you are a founder or family organisation, we invite you to a private discussion today.

Schedule a Private Consultation

We’d like to understand what truly matters to you and your family’s wealth journey.

We steward generational wealth with elegance and foresight, through disciplined value investing and the discerning use of AI.

Harmonising legacy values with the global vision of next-gen leaders.

© 2026 QIMI CAPITAL. All rights reserved.

Company Registration: 200616780Z | Capital Market Services License CMS-101170

Company Registration: 200616780Z
Capital Market Services License CMS-101170