Peter Adam

Director - Legacy Fiduciary Sdn Bhd

Kuala Lumpur, Malaysia | Financial Services

Summary

Current: Legacy Fiduciary Sdn Bhd, Marathon Capital Management Limited, Alternatives Plus Limited

Previous: Foundations Capital Limited, Stillwater International Enterprise Limited, Annam Asia Limited

Education: St Peter's School, York

I have over 32 years experience in the Financial Services industry,with the last 20 years spent working in Asia. I have extensive Executive/Director level experience in Insurance & Asset Management

Specialties: Sales & Marketing, Operational Development, Sales Management, General Management

Experience

Director, Legacy Fiduciary Sdn Bhd

January 2016 – Present (6 months) | Kuala Lumpur, Malaysia

Legacy Fiduciary Sdn Bhd is a wholly owned subsidiary of Legacy Trust Company Limited, a registered trust company in Hong Kong and a related company of Legacy Fiduciary Services Limited, also of Hong Kong.

Legacy Fiduciary Sdn Bhd acts as a Trustee on behalf of Legacy Trust Company Limited holding various Malaysian properties and shares of Malaysian companies. In addition, the company acts as the agent for the suite of retirement and trust programs of Legacy Trust Company Limited and Private Label Trusts under Legacy Fiduciary Services Limited.

Regional Director - South east Asia, Marathon Capital Management Limited

January 2016 – Present (6 months) | Kuala Lumpur, Malaysia

We design transparent, compliant, tax-efficient investment structures for high net-worth individuals and institutions. We strive to meet the sophisticated needs of institutional clients by fully addressing their often intricate risk guidelines, investment horizons, and return requirements. We also offer superior solutions to high net-worth individuals by extending tax advantages to jurisdictions beyond Hong Kong. By combining its unique entrepreneurial culture with a wide variety of capital planning and administrative services, Marathon is well positioned to become a financial industry powerhouse.

Owner/Director, Alternatives Plus Limited

November 2011 – Present (4 years 8 months) | Kuala Lumpur, Malaysia

A Plus is a specialist distributor of alternative strategy offshore funds on a global basis.

A Plus is committed to ensuring that professional advisers and intermediaries are able to access a quality range of non-correlated alternative strategy funds. All our funds represent best of breed offerings designed to enhance any well balanced investment portfolio.

Director, Foundations Capital Limited

April 2007 – November 2011 (4 years 8 months)

Head of Distribution - Asia Pacific, Stillwater International Enterprise Limited

October 2010 – October 2011 (1 year 1 month)

Freelance Consultant/MD, Annam Asia Limited

June 2005 – April 2007 (1 year 11 months)

Sales & Marketing Director, Pacific World Asset Management

April 2004 – June 2005 (1 year 3 months)

Compliance Manager, Towry Law International

June 2002 – April 2004 (1 year 11 months)

Sales & Marketing Director, Circus Capital (Asia) Limited

May 2001 – June 2002 (1 year 2 months)

Director, Croft Le Brun Ltd

December 1999 – May 2001 (1 year 6 months)

Sales & Marketing Director, AXA group & Asset Management

1996 – 1999 (3 years)

Branch Manager, Albany Life Assurance Limited

1989 – 1996 (7 years)

Skills

Education

St Peter's School, York

1961 – 1972

St Peter's School York (AD 627)

Recommendations

Owner/Director, Alternatives Plus Limited

Peter is a highly motivated and experienced professional. He is a talented and captivating communicator and an excellent business partner.

March 2, 2009, Mark reported to Peter at Alternatives Plus Limited

Peter is extremely friendly and focus on total customer relationship, his is very professional at work but is also very friendly outside work, I highly recommend his product... Alice Chan, Senior Adviser, Financial Partners, Hogn Kong and Japan

February 19, 2009, Alice was with another company when working with Peter at Alternatives Plus Limited

I have known Peter for over 18 months and in that period I have found him very helpful, he conducts himself very professionally and has vast amounts of knowledge and experience when ever discussing financial matters. His man managements skills appear to be second to none and always appear to have a smile on his face. I hope to have a long term working relationship...more

February 19, 2009, Alan was with another company when working with Peter at Alternatives Plus Limited

Compliance Manager, Towry Law International

I met Peter when he was compliance officer in late 2003 during a very difficult time for the company. As a result he was probably one of its hardest working employees. The role required considerable patience, tolerance, and painstaking investigation not to mention an attention to detail and accuracy that would have dampened most spirits. He pushed on regardless - testimony...more

August 24, 2007, Jim worked directly with Peter at Towry Law International

Sales & Marketing Director, AXA group & Asset Management

I have known Peter since 1997 when I joined AXA Sun Life International from AXA Equity & Law International. Subsequently, we formed Croft LeBrun Ltd together in 1998. More recently, Peter and I worked together at Towry Law International. I have greatly enjoyed the time I spent on projects with Peter. His presentation skills are probably the best I have ever witnessed...more

August 12, 2007, Jonathan worked with Peter at AXA group & Asset Management