AAM Head of Finance Lidya Natalia

Lidya Natalia

Chief Executive Officer

Lidya joined AAM Advisory as Head of Finance in June 2015 and has been responsible for the overall financial functions including accounting, audit, budgeting and reporting. She has experience in leading a team of highly experienced accounting professionals to oversee AAM’s financial operations and instil robust internal control to advocate proper accounting practice. In recent years, Lidya has been an active member of the Management Committee working closely with the board members to provide strategic direction for the company and this has cumulated in her appointment in September 2022 as CEO. Lidya has over 15 years’ experience working in the IFA and insurance industries, including two years at KPMG.

Lidya is happily married and blessed with a son, she believes that prudent financial planning is one of the best gifts we can give to our children.

AAM Head of IRT Shree

Shreemati Varadarajan

Chief Investment Officer

Shreemati joined AAM Advisory in 2020 as the Head of Investments. Prior to joining AAM, Shreemati spent more than 12 years in various advisory businesses and financial institutions in Singapore and India, including Globaleye and ANZ Bank. She is very well versed in core disciplines of portfolio management, investment advisory and business consultancy. She recently completed the Advanced asset management programme at INSEAD, is a Qualified Cost Accountant (ICAI – The Institute of Cost Accountants of India), an MBA Holder and is also pursuing her CAIA (Chartered Alternative Investment Analyst).

She is passionate about early financial education for children, financial empowerment for women and is frequently invited as a guest speaker on a variety of investments related topics in SP Jain Centre of Management (Singapore) and often helps mentor graduates from various Singapore and International Universities.

AAM Director of Global Wealth Structuring

Ian Black

Director of Global Wealth Structuring

With over 25 years’ in Financial Planning practice, Ian is an acknowledged expert in Global Wealth Structuring and Tax Planning. With extensive experience in both corporate and personal financial planning in the UK, Singapore and South East Asia, he leads a multidisciplinary team which supports AAM’s Wealth Managers and Business Partners to design and implement solutions for the needs of today’s HNWI. Holding both Singapore and advanced UK Qualifications, he is one of around 5,000 Chartered Financial Planners world-wide.

AAM Advisory Head of BACT Miriam Daugherty

Miriam Daugherty

Head of Operations

Miriam has lived in Singapore since October 2014 and joined AAM Advisory in February 2017. She leads the Business Assurance and Control Team; whose key remit is operational issues and adviser support. Prior to relocating to Singapore, Miriam worked for a leading offshore law firm based in the Isle of Man and has over 20 years insurance litigation experience.

AAM Head of Client Servicing and Business Management

Karen Tan

Head of Client Servicing and Business Management

Karen joined AAM Advisory in 2019 as Head of Client Servicing and Business Management. Karen’s main responsibility is to apply specific experience and knowledge to drive operational efficiency.

Karen has over 22 years of experience and prior to AAM was Head of Operations for Meyado Private Wealth Management Singapore. Prior to that, she was Assistant Director at International Financial Services (iFS).

AAM Head of Compliance Jane Soh

Jane Soh

Head of Risk and Compliance

Jane joined AAM Advisory in 2021 and is primarily responsible for overseeing and managing the risks and regulatory compliance issues within the organisation. She is the key person in establishing standards and policies to ensure the legal, ethical and proper conduct of the company. Her strength lies in her ability to consistently monitor the company’s compliance with the standards and more importantly, ensuring these are communicated and embedded across the organisation.

Prior to her joining the Compliance industry, Jane was a practising lawyer in Malaysia after obtaining her degree from the University of Sheffield. With her knowledge of statutory laws and regulations, she had helped business stakeholders to achieve their goals within the legal boundaries.