Core Values
TURNING VISION INTO VALUES
Embracing our Asian heritage and culture, Aries Investment is committed to serving our partners, families and teams with the highest integrity as we live, grow and evolve.
Fidelity
Attentiveness
Satisfaction
Teamwork
Core Services
At Aries Investment, our clients' interests always come first. We focus on your objectives, expectations, and priorities to build a successful partnership that lasts.
As your manager, you assign us a limited Power of Attorney. Trades and transactions occur through your bank's platform, which remains the sole custodian to your assets. At your preference, you may choose to assign us as your single point of contact, where we will liaise with all the banks that hold your assets.
Family Offices are curated specifically to focus on investment and asset management for families who wish to preserve, grow and transfer assets across generations.
We do not lose sight of our primary mission: to consolidate management of a single family's fortune. By assigning us as the single point of contact, we become your trusted liaison for your family office affairs.
In today's rapidly transforming digital era, it is of utmost importance to quickly and reliably adapt. When you partner with Aries Investment, you tap into our team's expertise to design, manage, and grow your portfolio for the long haul.We have evolved beyond fixed mandates, empowering us to flexibly adapt to dynamic market conditions and execute swiftly. We deliver long-term capital growth with a modern, sustainable risk/reward strategy.
Our asset management team will advise you on portfolio allocations, guaranteeing that you will have full power to decide and act. Consultation and advisory services provide you with access to our investment professionals for decision making and asset allocation.
Management Team - Dedicated to You
We pride ourselves on our ability to surpass your investment goals, but also to shape and sustain client relationships. The Aries Investment team has a combined experience of over 80+ years in wealth management, asset servicing, asset management and the know-how to set up family offices and funds. In addition, we have extensive network to structure funds and private deals throughout the entire lifecycle including advisory, KYC/AML, fund distribution, fundraising, and settlement.
Sharon Sim
Board Advisor
Sharon Sim serves as the Board Advisor at Aries Investment Management. She has more than two decades of experience in Capital Markets and Wealth Management. She has held senior private banker roles at Citi Private Bank, JP Morgan and UBS , as well as senior institutional equities sales roles at Goldman Sachs, Deutsche Bank, Lehman Brothers, and Nomura. Sharon has a Bachelor of Science in International Relations from Georgetown University's School of Foreign Service and is accredited in Singapore by the Client Advisor Competency Standards (CACS).
Evan Lim
CEO
Evan is the CEO & the Managing Director of Aries Investment Management . Evan is an Asset Management/Private Equity professional highly experienced in managing and driving product, marketing and distribution for Asian and Global markets. Providing investment solutions via fixed income, equity and private equity structures while building and fostering regional and global relationships. Evan has global Investment experience of more than 20 years working for Goldman Sachs, UBS, Legg Mason, Bank Mandiri and DBS.
Djoko Soebijono
CIO
Djoko is the CIO & the Managing Director of Aries Investment Management. He has over 25 years of experience in Corporate, Private, and Investment Banking with some of the world's largest financial institutions, including Citigroup, UBS, BJB Merrill Lynch, and HSBC, where he worked with Corporate, Institutional, and ultra high net worth (UHNW) clients. Djoko began his career as a finance lecturer at the University of Surabaya. Djoko studied Finance and International Business at CSULA (Cum Laude) and UCLA (Summa Cum Laude). He holds a CIMC charter and is a CFA candidate level 3 candidate.
Steve Tabaluyan
COO
Steve Tabaluyan is the Managing Director and COO of Aries Investment.With over 2 decades of experience in the banking industry, Steve held a number of management and leadership positions in a custody bank serving institutional and high net worth clients. Steve has extensive background in operations, accounting, audit, product development, general management and has proven track records in building high performance global teams. Steve is a CIPM and received his BSc in Finance and Marketing from Indiana University at Bloomington.
Tiffanie Winatan
CAO
Tiffanie serves as Chief Administrative Officer (CAO) at Aries Investment Management. She has working experiences in accounting firm, banks, insurance company and law firm. Tiffanie received a Bachelor of Science in Accounting and Finance from University of London
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