The Management Team

Mr. Andy Lim Say Kiat CFA, CFP (Non-Independent Director)

Chief Executive Officer/ Managing Director
BSc (Hons) Economics & Management, London School of Economics, University of London
Dip Economics, London School of Economics, University of London

Mr. Andy Lim Say Kiat was appointed as the Chief Executive Officer/ Managing Director of Phillip Mutual Bhd (PMB) on 1 January 2016. Prior to this, he was a Non-Independent Director of PMB since 5 June 2009, during which he held the position as Executive Director of Phillip Wealth Planner Sdn Bhd, a leading financial planning company in Malaysia and before that, heading the group’s fund management arm, Phillip Capital Management Sdn Bhd.

Mr. Andy Lim started his career as a Dealer in the international commodities market before joining PhillipCapital’s Malaysian derivatives operation as a Futures Dealer representative in 1998. He has 19 years of experience in the capital markets covering fund management, derivatives broking, financial planning, research, financial platform development, distribution and marketing. He is currently the Group Managing Dector of PhillipCapital Malaysia and is a board member in most of its key subsidiary companies.

He was a member of the Executive Committee of the Association of Financial Advisers of Malaysia from 2013 to 2015. He holds a Bachelor of Science in Economics and Management (Honours) from the London School of Economics, University of London and is a member of the Financial Planning Association of Malaysia (FPAM) and a Chartered Financial Analyst (CFA) charter holder since 2006.

Major (R) Chai Chung Bin

Chief Operating Officer
Bachelor (Hons) in Computer Engineering, University Technology Malaysia,
MBA (Technopreneurship), International Business School, University Technology Malaysia.

Major (R) Chai Chung Bin is currently the Chief Operating Officer of Phillip Mutual Berhad. He oversees the overall planning and execution of functions relating to Operations and Finance. Major (R) Chai Chung Bin has been with the PhillipCapital Group since 2009 and has been instrumental in operational process improvement, system improvement as well as development of the Group’s proprietary wealth management platform. Prior to joining PhillipCapital Group, Major (R) Chai Chung Bin served the Armed Forces for 10 years during which he held key roles of leading units responsible in operations and maintenance of capital assets, logistic planning and management, record management as well as audit of accounts and stores. Major (R) Chai Chung Bin joined PhillipCapital Group as a Business Analyst in 2009, and subsequently appointed to hold various roles within the group, namely Business Process Reengineering Manager responsible for back office process and system improvement as well as project management for wealth management platform supporting multi-currency, multi-channel, multi-asset class, and Operations Manager responsible for Unit Trust Operations.

Encik Ramli Abd Hamid

Head, Legal, Compliance & Risk Management
Bachelor of Accounting (Hons) Universiti Kebangsaan Malaysia

En. Ramli Abd Hamid joined PhillipCapital Group as Head, Legal, Compliance and Risk Management in October 2015 with the main responsibilities to conduct regular compliance reviews of each area of the company’s operations to ensure compliance with legal, regulatory, internal policies and requirements. En. Ramli has more than 18 years of experience in the fund management & unit trust/financial services industry. He is a Compliance Officer registered with Securities Commission Malaysia and responsible for compliance matters.

Ms. Lee Ngan See CFP

Manager, Agency and Business Development
Dip in Computer Studies, Cambridge University, UK and National Computing Centre, UK.

Ms. Lee Ngan See currently holds the position of Manager of Agency and Business Development in Phillip Mutual. She has more than 20 years of experience in financial institution and Unit Trust Investment Management industry. She started her career in banking with Overseas Union Bank Singapore. She then moved to Pacific Bank Berhad for 6 years. She joined Public Mutual Berhad in 2001 prior to joining Phillip Mutual in 2015. Her responsibility is to strategize, plan and oversee execution of effective agency development of Unit Trust and PRS and work closely with Unit Trust and PRS agency channels nationwide.

Join us

Fund Reviews