Saxo Markets HK

Saxo Markets is a licensed subsidiary of Saxo Bank A/S and enables individual and institutional clients to trade more than 40,000 financial instruments globally. Institutional clients such as banks, wealth managers and fintechs, can leverage Saxo’s  Business-as-a-service (Baas) digital value chain to provide a comprehensive set of products and services to their clients. Saxo also offers prime brokerage and execution services to hedge funds, family offices, prop traders, and corporate hedgers, etc.

• Focus on go-to-market strategy, launch and business development for Saxo Markets’ digital wealth management business and serve as a key voice in the Greater China region to ensure that Saxo’s Wealth Management solution/offerings see commercial success in the region.

• Identify new business opportunities, design and specify new functionalities in line with corporate strategy and commercial imperatives and communicate the roadmap clearly to the rest of the organization.

• Operate as a key member of the Greater China/Hong Kong Asset and Wealth Management team either leading or supporting Saxo’s regulatory and licensing needs in the region.

Head of Wealth Management Greater China

AQUMON

AQUMON, is a leading Artificial Intelligence (AI)-based Robo Advisor in Hong Kong. Our mission is to revolutionize the financial industry by bringing professional wealth management services to every individual regardless of age or net worth. We utilize an algorithmic, data and machine learning approach along with an intelligent digital wealth management platform so our clients can gain maximum long term return yet with lower cost, lower risk and higher transparency. AQUMON’s intelligent investment offerings is what sets it apart from its competition and our sights are set to become Asia’s #1 Robo Advisor. 

•	Focusing on increasing brand awareness, client engagement and conversion via traditional and digital Marketing strategies for AQUMON.

•	Lead Sales team to strategize how to address investors' financial needs and in turn increase user base on AQUMON's Robo Advisory platform.

Head of Sales and Marketing

•	Coordinated and orginated investment content, financial solutions, engaging speakers and executed live as a presenter for UBS' client and prospecting events in Hong Kong and mainland China. Client and prospect turnout at such events ranged from 50-1000+ in size.  

•	Curated investment content and responsible for the delivery of UBS' investment strategy with actionable solutions in their weekly investment meeting for all Client Advisors in Hong Kong. Client Advisor attendance of the investment meeting was 200+ weekly. 

•	Creatively addressed and solved how to better connect UBS' investment solutions and house views with Client Advisors and more importantly end clients.

Director of Investment Content

HSBC Private Bank

•	Directly marketed Alternative Investment products (Hedge Funds, Private Equity and Real Estate) to HSBC Private Banking clients. Total group Asia sales during employment period approximately US$250M.

•	Developed quantitative sales analysis to understand sales reach and potentially increase sales for team.

•	Set up roadshows and conducted training presentations on Alternative Investment products for clients and Relationship Managers in Asia. 

•	Provided clients and Relationship Managers with thorough after-sales support on all Alternative Investment products.

Alternative Sales Specialist

•	Provided Family Wealth Advisory clients with quantitative analysis on their investments and portfolio breakdown via HSBC Private Bank’s WeathVision Service.

•	Assisted in client advisory on investment opportunities and portfolio allocation.

Family Wealth Advisory Portfolio Analyst

Ramius LLC

•	Reported to Ramius’ head of Risk Management and supervised 2 risk analysts.

•	Responsible for the creation and management of a strategy-based daily P&L reporting system that increased P&L transparency across Ramius’ trading groups and portfolios.

•	Assisted in the development of an in-house risk management system which gave management a clear understanding of their exposure levels and ultimately helped with their hedging decisions. 

•	Took on a project manager role for numerous ad-hoc risk projects that required communication and oversight between trading groups and back-office departments.

Risk Associate

•	Engineered and maintained an Excel-based tool to streamline the payment process for all of Ramius’ credit default swaps. 

•	Helped minimize counterparty risk by obtaining all CDS confirmations and processing all payments in a timely manner.

Derivatives Support Associate

JPMorgan Chase

•	Assisted Global Derivatives Department by confirming, processing and documenting trades. 

•	Liaised with counterparty clients to obtain confirmations for a variety of derivative deals. Deals consist of but not limited to swaps, caps, floors, and swaptions.

Trade Support Analyst

Over 19-year track record of delivering outsized sales and business development growth from startups to multinational corporations. Extensive US/Hong Kong/China financial markets knowledge and client management experience quickly establishes strong rapport and trust with clients. A dynamic communicator who not only creates excitement and differentiation leading to new business opportunities but also provides inspiring leadership internally. 

If you want to know more, just reach out and ask. Always happy to share and help others.

Ken Shih

FGS Global

After five years in Copenhagen with Saxo Bank, I have relocated back to Singapore for a new role as Managing Director with FGS Global, where I focus on:

- Leading corporate affairs and communications mandates for multinational clients, including global asset managers, private equity firms, digital wealth management platforms, and healthcare companies.
- Providing market and policy analysis to generate insights that shape business development and stakeholder engagement.
- Regional champion for the practice area of change and transformation, advising companies and leadership on navigating culture and internal stakeholder engagement to drive lasting change.
- Driving business growth in Singapore through proactive networking, new business development, and relationship cultivation.
- Mentoring and coaching  junior consultants, fostering skills development in strategic thinking, client servicing, and and cross-cultural stakeholder engagement.

FGS Global is a leading global strategic advisory firm focusing on communications and public affairs. As trusted advisors to C-suites and boards, we offer an unmatched combination of global reach and deep sector expertise, covering financial markets, tech transformation, public affairs, and more. Recently named the “2024 Global Financial PR Firm of the Year” by PRovoke Media, we are rapidly growing in Asia and are well-positioned to help brands across the region, especially in Southeast Asia, stand out from their peers.

I would love to connect/re-connect with reporters, industry peers and everyone in the market - reach out to me here or yvette.lim@fgsglobal.com.

Managing Director

Brand Leadership Community

While exploring new opportunities, I got involved with the Brand Leadership Community, volunteering my time, strategic insights and guidance to sharpen the structure and engagement of the Advisory Council and beyond. In this advisory role as Head of PR & Communications at BLC, I offer strategic counsel on communications processes and hands-on implementation, focused on strengthening the engagement and branding of the Community, both internally and externally.

View my profile here: https://brandleadership.community/advisors/yvette-lim/

Strategic Communications Advisor

Saxo Bank

Communications business partner to functions such as People & Culture, Brand, Sustainability and Cybersecurity & Financial Crime Prevention to deliver on strategic initiatives, conveying complex information clearly to diverse audiences. Close collaboration with senior leaders across the organisation on executive and leadership communication. Supporting change and transformation initiatives through cross-functional projects. Establishing and overseeing PR and Communications function in Asia Pacific. Working closely with PR agencies in other markets in Europe e.g. London, France etc. Running media trainings for our spokespeople globally. Deputy Team Lead while Team Lead was out on parental leave. Mentor to junior team members in Copenhagen and in APAC.

Head of Strategic Communications and PR APAC 

Creating the foundation for the brand work that would become Saxo's consistent brand. Designing and executing strategic communications initiatives to support storytelling. Close collaboration with senior leaders across the organisation on executive communication. Establishing the foundation for PR and communications for Saxo in Asia Pacific, designing scope, building up media contacts, raising awareness amongst colleagues on what PR is and its business impact. Part of the pioneer group that spearheaded Diversity & Inclusion initiative within Saxo. Co-head of Career track focusing on improving internal career mobility, closing gender gaps and more. Running media trainings for our spokespeople across APAC.

Associate Director, Senior Advisor, Global Communications 

Teneo

Regional account lead for Grab, a super app in Southeast Asia, supporting their PR during its high growth stage. Led a small team that supported brand and reputation work for Grab across markets such as Singapore, Thailand, Malaysia, Vietnam and Indonesia. Other clients include Saxo, Swiss Re Corporate Solutions, and The Secretariat Yangon.

Senior Vice President

Delivered strategic counsel and PR support for clients like Grab, Saxo, Heineken and Swiss Re Corporate Solutions. Designed, coordinated and ran narrative workshops for various clients. Identified new business prospects, developed new, winning business pitches.

Vice President

Teneo Blue Rubicon

Provided strategic counsel to create value by building and protecting reputation for clients such as Coca-Cola, Grab, Heineken, supporting them across messaging, public affairs, media training and media relations.

Senior Consultant

FleishmanHillard

Account lead for clients in Singapore and Hong Kong, across asset management, private banking, property and management consultancy. Clients included Falcon Private Bank, Anytime Fitness, and LendLease. Designed and ran programme for media relations, corporate positioning, reputation management and content development. Identified new business prospects, developed new, winning business pitches.

Senior Account Manager

Ying Communications | B2B Marketing and Public Relations

Account lead for clients including Tableau Software, Cognizant and Cargill Tropical Palm. Provided strategic counsel to clients, as well as guidance to junior team members.

Highlights include:
- Developed new business proposals for clients in mobile advertising and aerospace and defense industry
- Increased brand awareness for clients through strategic placement of thought leadership pieces and securing key interviews with top tier media in Singapore and the region
- Energized the team with new ideas and approaches for pitching, resulting in an enhanced and steady stream of media coverage in quality media for clients
- Led the team's media strategy and execution for the first ever Tableau Conference on Tour in Singapore

Account Manager

Burson-Marsteller

Under the Corporate and Brand Marketing practice, my responsibilities covered media relations, media monitoring, content development, crisis and issues management, event coordination, project management, develop and distribute corporate collaterals and press materials, research and reporting. I worked on accounts across practices that included Accenture, Raffles Quay Asset Management, Lombard Odier, Yale-NUS College, Johnson & Johnson (Crisis), Huawei, Singapore Tourism Board, Intel, Bloomberg and the Singapore Prison Service.

Key events:
Bloomberg NEXT launch, Yale-NUS College Groundbreaking ceremony, the first Mouth and Foot Painting Artists Convention in Singapore, Accenture Tech Vision media briefing, Grand Opening of Marina Bay Financial Centre, Huawei’s enterprise business at the Critical Communications World 2014, CommunicAsia.

I also pitched and secured interviews with top-tier media when our Founder Mr Harold Burson visited Singapore in 2012, and represented Singapore office for the Asia Pacific edition of Coffee Connect with B-M CEO Mr Don Baer in 2013.

Associate

CNBC Asia Pacific

I translated and packaged a weekly in-depth interview program “Managing China”, which features prominent business leaders from China, from Chinese to English for subtitling purposes. Highlights included assisting in the production of the Rugby World Cup edition of “Managing Asia”, and assisting in the launch of a CNBC segment on China's CCTV.

Translator/Assistant Producer

After 5 years in Copenhagen with Saxo Bank, I join FGS Global in Singapore as Managing Director, where I lead and advise clients on strategy, reputation, corporate positioning, change management, financial communications and more, while growing the business and team as part of the local and regional leadership team. 

I passed my Danish language exam PD3 (equivalent to B2 in the European language framework) over the summer, and while it may not come in handy, it's testament to my curiosity, ability and appetite for lifelong growth and learning.

With 15+ years of experience, a track record in strategic communications and working across disciplines, I am passionate about making an impact working at the intersection of people, strategy and communication. 

While at Saxo Bank, I ran Strategic Communications initiatives globally and built and ran PR for APAC region. I also served as a business partner to functions such as People & Culture, Cybersecurity and more, worked on change management initiatives and also with the commercial teams through product launches, building thought leadership across the business lines spanning trading, investing, wealth and asset management, institutional offerings. 

Other highlights: Ran media training and spokespeople coaching, professionalized the communications function, shown strategic thinking and ability to align initiatives with company goals. I bring a broad range of skillsets, dynamic personality, intercultural awareness and commercial acumen to the table, combining holistic thinking with attention to details and a can-do spirit to make an impact.

Running media training, presentation and personal brand coaching and mentoring are things that light me up. I love helping people find their voice and power - whether through corporate narrative or through individual stories and personal style. 

As a person I am kind, self-motivated, adaptable, open-minded and curious, with a warm personality, good people skills. I enjoy teamwork, interaction with people from all walks of life and backgrounds, and thrive in a multicultural and international environment. 

My passions outside of work include music, literature, film, yoga, mediation, (watching) sports, learning languages, and I have a Master of Arts in Film and Literature with a focus on Queer Theory. I'm fluent in English and Chinese, French, Danish (intermediate), Cantonese and Italian (elementary). With my multicultural background and global mindset, I'm well-placed to bridge cultures East and West in corporate environments.

taplio

The Battle

Ken Shih

Yvette L.

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