0
EstablishedAbout Swiss-Asia Financial Services
Swiss-Asia is proud to power the success of our wealth and fund management clients through a highly competitive and specialised structure. Since establishing our Independent Wealth Management Platform, our commitment to functional innovation has continued to produce unrivalled solutions and financial products, proving we’re always ready to anticipate and respond to the complexities of a fluid Asian market.
Full Licensed and Committed to Compliance
Swiss-Asia Financial Services Pte Ltd Singapore and Swiss-Asia Asset Management Ltd Hong Kong hold the relevant licenses to operate a fund management and advisory firm, including:
A Capital Markets Services (CMS) License under the Singapore Securities and Futures Act (SFA) to conduct regulated activities in Fund Management and Advisory for accredited investors.
A License under the Securities and Futures Ordinance from the Securities and Futures Commission in Hong Kong to carry out regulated activities in Fund Management (Type 9) and Advisory (Type 4) for professional investors
Our Commitment to Continued Industry Excellence
Since our establishment as the first Independent Wealth Management Platform in South-East Asia, Swiss-Asia has remained one of the largest financial platforms in the region. We believe our recognised success stems from three operational pillars - our specialised structure, our adherence to core principles and our recognized experience. We have steadily adapted a strong Swiss heritage to Asian markets, and consistently produced unrivalled, innovative financial and service orientated solutions
Our Philosophy
Integrity
Transparency
Efficiency
Innovation
Agility
Resilience
Management
Olivier Mivelaz, CEO & Founder
Olivier is a Swiss national with 40 years of international banking and finance experience acquired amongst others as Managing Director and Board Member of various Swiss banks in Europe, USA and Asia.
Following a long and distinguished career Olivier decided to set up Swiss-Asia Financial Services Pte Ltd in 2004 – one of the very first Singapore licensed independent Wealth and Fund Management companies.
Faced with strong market demand the company expanded to Hong Kong in 2011. Today Swiss-Asia Financial Services has grown into the biggest Wealth Management & Fund Platform in South East Asia with over 2,5 Billion USD AUM.
Joanna Boo Si Yan, COO & Partner
Joanna Boo Si Yan is the Chief Operating Officer and Partner at Swiss-Asia Financial Services. With over 15 years of experience in fintech, fund management, and financial services, she is known for her expertise in operational excellence and strategic risk management. Before joining Swiss-Asia, Joanna held key leadership positions, including Executive Director and Chief Operating Officer at AVM Capital, where she significantly boosted the firm’s assets under management. She also played a foundational role at ADDX, the world’s first regulated platform for digitized securities.
Her career also includes governance roles with the Cayman Islands Monetary Authority, and she holds licenses with the Monetary Authority of Singapore and the National Futures Association in the U.S. A Chartered Accountant, Joanna is recognized for optimizing operational efficiency while upholding high standards of integrity and risk management. In her current role, she continues to drive operational innovation at Swiss-Asia.
Testimonials
Partnering with Swiss-Asia has allowed us to focus more on portfolio management and trading execution; SwissAsia basically takes care of many of non-investment and non-trading tasks, plus ensuring the fulfilment of
compliance requirements.
August L. – Prulev Global Macro Fund
Swiss Asia has been an incredible platform supporting me as an External Asset Manager for the past 8 years. The company has rendered me great support so that I can stay focus managing my client’s portfolio and deepening my relationship with my client
Don T. – Independent Wealth Manager
Strong management, well-established infrastructure, illustrious history and office culture devoid of politics. A sanctuary where you can focus solely on wealth management. There’s no better place to be!!!