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On 2 January 2025, Yu Fung Group appointed Mr Isaac Lim as Managing Director of High-End and Customised Life Insurance at Yu Fung Broker Limited. He is responsible for developing the company’s high-net-worth and bespoke life insurance business.
Mr Lim graduated in accountancy from Nanyang Technological University in Singapore and began his career in audit. He subsequently worked in wealth management at Standard Chartered Bank and HSBC in Singapore, before joining the insurance sector with Prudential and Manulife Singapore. He later spent 16 years as Managing Director of Mercer Private Client Services Limited in Hong Kong, serving high-net-worth clients across Greater China and building relationships with private banks, family offices and external asset managers. More recently, he worked on Greater China business development at Lioner Consultancy Pte Limited. His experience combines wealth preservation, asset protection and succession planning. Selected institutional client experience is listed below.
▲ Foreign-funded Banks
● UBS, Credit Suisse
● EFG Bank
● DBS Bank (Singapore)
● BNP Paribas
● Deutsche Bank
● OCBC Bank (Oversea-Chinese Banking Corporation)
● UOB Kay Hian
● Bank of Singapore
● Royal Bank of Canada (RBC)
● Credit Agricole
● Cathay United Bank Singapore
● Standard Chartered Bank (Singapore) (SCB)
● HSBC Bank
● J.P. Morgan Chase Bank
● Morgan Stanley
▲ Chinese-funded Banks
● China Minsheng Bank (CMBC)
● Shanghai Pudong Development Bank (SPD BANK)
▲ Securities Institutions ● UOB Kay Hian
● KGI Securities Singapore
● CITIC Securities Singapore (acquired CLSA)
