Lumen Capital Investors (LCI) was established in 2010 in response to the fast-changing landscape in the private banking industry. Mr. Wilfried Kofmehl, industry veteran and former CEO of Bank Julius Baer Singapore saw the need for a new business model to better align themselves with clients’ interests. Together with two other partners from the banking industry, Lumen Capital Investors was established to provide independent wealth management, investment and advisory services.
The word “Lumen” was chosen for its latin meaning – “light”. We strive to act as the beacon for our clients to guide them through the increasingly complex financial landscape.
Since 2010, LCI has successfully leveraged on its solid sponsorship and assembled an experienced team of dedicated professionals with decades of experience in the financial industry between them. Together with their wealth of experience, they bring a substantial network of private and business contacts throughout Asia and Europe that have helped our clients in many ways.
The financial landscape has undergone profound changes over the past few years and continues to evolve. With the 2007 Global Financial Crisis, general client attitudes have changed and there is now an even greater emphasis on risk management and proper accountability. Clients need to have wealth advisors whose interests are properly aligned with theirs.
At LCI, our belief is that clients’ needs come first. This can only be possible through a fully independent wealth management model and that is the underpinning behind LCI’s establishment. We adopt a holistic and more “family office” oriented approach to wealth management that make us fully accountable to our clients and allow us to craft customized solutions to best suit each of their needs.
CEO & Managing Partner
Head Compliance & Risk
Executive Chairman & Founding Partner
Head Portfolio Management
COO & CRO