AAM Advisory CEO Eryk Lee

Eryk Lee

Chief Executive Officer

Eryk joined AAM in 2017 and chairs the Investment Committee and Risk Committee. He is responsible for implementing strategies to ensure that everything we do ensures the best customer outcome, whilst also growing the business.

Prior to AAM, Eryk spent more than 15 years in various financial institutions in the UK and Singapore, including Royal Bank of Scotland Singapore and HSBC London. He graduated from the University of London with an honours degree in Management; holds accreditation from the Institute of Singapore Chartered Accountants and is a Fellow member of the Association of Chartered Certified Accountants.

He leads an active lifestyle and is a big believer that exercising helps prevent health problems in future. Similarly, he believes that good financial planning helps everyone to be better prepared for the future.

AAM Advisory COO Kelso Beggs

Kelso Beggs

Chief Operations Officer

Kelso has over 20 years Financial Services experience and has been in Singapore since 2005. He joined AAM Advisory at the start of 2013 and has been focused on growing and developing the advisory team. He managed another advice firm in Singapore for six years prior to joining AAM.

Hailing from the Isle of Man, Kelso previously worked with Zurich International Life and Barclays. Having attained the Certified Financial Planner (CFP) status, he also holds Singapore and UK qualifications.

Kelso resides in Singapore with his wife, Keriann, and is an avid footballer and golfer. Kelso keenly follows developments within the industry in Singapore and further afield and has contributed to various industry panels.

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 Head of IRT Shree

Shreemati Varadarajan

Head of Investments

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 is a Qualified Cost Accountant (ICAI – The Institute of Cost Accountants of India) and an MBA Holder and is currently 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 Head of Finance Lidya Natalia

Lidya Natalia

Head of Finance

Lidya joined AAM Advisory as Head of Finance in June 2015 and is responsible for the overall financial functions including accounting, audit, budgeting and reporting. She leads a team of highly experienced accounting professionals to oversee AAM’s financial operations and instils robust internal control to advocate proper accounting practice. Lidya has over 13 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 Marketing

Cheryl Gleeson

Head of Marketing

Cheryl relocated to Singapore to join AAM Advisory in 2019. Prior to then, she had been working for Quilter International in Dubai for eight years, responsible for distribution marketing in the Middle East and Africa. As Head of Marketing, Cheryl’s responsibilities include the development and delivery of a sustainable regional marketing strategy.

Cheryl has over 20 years’ industry experience and has previously worked for Fidelity Investments, HSBC Asset Management and Deutsche Asset Management in London, UK.

AAM Advisory Head of BACT Miriam Daugherty

Miriam Daugherty

Head of Business Assurance & Control

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 Business Development

David MacDonald

Head of Business Development

David began his career in financial services in 1982 and since then he has combined time in client-facing and leadership roles with global banking brands in the UK, with further experience spent consulting to the financial services industry in Asia. He joined the AAM Advisory business in July 2019 and currently heads the team of client-facing Wealth Managers. He is passionate about facilitating positive change in people, and this extends to a passion for educating and helping clients to make better informed and more relevant wealth planning decisions along their life paths.

He’s an active and regular participant in several sporting interests, both individually and as part of a team, as well as being a more passive follower of several sports from the comfort of his sofa!

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 risk and compliance

Lawrence Ong

Head of Risk and Compliance

Lawrence joined AAM Advisory in September 2019 as Head of Risk and Compliance and MLRO.  He strongly advocates that business decisions should be risk based and collaborative, and governance begins with clear empowerment and ownership.  He is very familiar with the regulatory landscape in Singapore and Asia.

Lawrence started his career with the Monetary Authority of Singapore after graduating with an actuarial science degree.

Prior to AAM, Lawrence held senior management roles in numerous financial institutions in a local as well as regional capacity.  That includes Chief Risk Officer for Friends Provident Singapore, and regional Head of Governance for Aviva in Asia.

Lawrence is ACII and ICA accredited, and believes in constant learning and sharing.  He recently experimented with mixology and participated in python programming courses.

AAM Advisory introduction

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