Our Board of Directors play an active part in the affairs of Areca and the funds under our management. The Board meets at least once every quarter to receive recommendations and reports on investment activities from the Investment Committee of the funds and the senior representatives of Areca. The Board of Directors also assume the role and functions of the audit committee to ensure the effectiveness of the Company’s system of internal control and a risk management process is in place and functioning.
Investment Committee for the Funds
The Investment Committee is fully responsible for the Funds’ investment policies and guidelines, and shall review and approve the investment strategies undertaken by the fund managers for the Funds. The Investment Committee meets every month or more frequently if required. We have established an Investment Committee, comprising of 3 independent members for the Funds under our
management and administration.
Raja Datuk Zaharaton binti Raja Dato’ Zainal Abidin
Chairperson, Independent Director, Independent Investment Committee Member
Experience:
She has served the Government of Malaysia in various capacities in the economic sphere for 36 years. Her last post was as Director General of the Economic Planning Unit at the Prime Minister’s Department. She holds directorships in public companies such as Taliworks Corporation Bhd and Yinson Holdings Bhd.
Dr Junid Saham
Independent Director, Independent Investment Committee Member
Experience:
He has a total of more than 45 years of work experience in audit, banking, corporate finance and investment management. He was Investment Manager at Bank Rakyat and General Manager at AMMB, (now Am-Investment Bank). He then was an independent director in several public listed companies. He graduated with a Ph.D. (Economics) from The University of Hull, UK.
Dato’ Seri Lee Kah Choon
Independent Investment Committee Member
Experience:
He is currently a board member of Invest-in-Penang Berhad, Penang Development Corporation as well as listed and private companies.
He was a practicing lawyer with his own private legal practice from 1987 to 2004, after being called to the Bar of Malaysia in 1987 and Bar of England & Wales in 1986.
He has more than 30 years of work experience in stock broking, fund management, unit trust business and financial planning field. Danny is a fellow member of the Association of Chartered Certified Accountants (ACCA) and a CFP CERT TM professional. He holds a Capital Markets and Services Representative’s License for the regulated activities of Fund Management, Financial Planning and Investment Advice from the Securities Commission Malaysia.
He is an elected Director of the Federation of Investment Managers Malaysia (FIMM). He also holds directorship in other private equity and startup companies.
He has over 30 years of experience in the fixed income markets in banking and fund management industries.
He holds a Capital Markets and Services Representative’s License for the regulated activities of Fund Management and Financial Planning from the Securities Commission Malaysia.
He has a Bachelor of Business Studies Degree (Curtin University) and is a member of Financial Planning Association of Malaysia,
CFP CERT TM.
Senior Advisor
Datuk Lim Hong Tat
Experience:
He is a former banker with over 37 years of experience covering all aspects of banking, branch operations, regional banking, credit card matters and international banking operations including holding senior management positions as Director/President and CEO of Maybank Philippines Incorporated, Head of International Banking, Head of Consumer Banking, CEO/Country Head of Maybank Singapore and Group CEO, Community Financial Services of Maybank. Currently, he is a Commissioner of PT Bank Maybank Indonesia and an Independent Director of Maybank Cambodia.
Management Team
We continuously invest in the quality of our employees to provide the highest standard of service delivery. Our investment managers are professionally trained and strive to understand the investment needs and objectives of our clients so as to cater to an appropriate solution. In addition, our dedicated support team ensure accurate and timely reporting to all stakeholders.
He has more than 30 years of work experience in stock broking, fund management, unit trust business and financial planning field. Danny is a fellow member of the Association of Chartered Certified Accountants (ACCA) and a CFP CERT TM professional. He holds a Capital Markets and Services Representative’s License for the regulated activities of Fund Management, Financial Planning and Investment Advice from the Securities Commission Malaysia.
He is an elected Director of the Federation of Investment Managers Malaysia (FIMM). He also holds directorship in other private equity and startup companies.
He has over 30 years of experience in the fixed income markets in banking and fund management industries.
He holds a Capital Markets and Services Representative’s License for the regulated activities of Fund Management and Financial Planning from the Securities Commission Malaysia.
He has a Bachelor of Business Studies Degree (Curtin University) and is a member of Financial Planning Association of Malaysia, CFP CERT TM.
Nor Juleeana Badron
Manager, Investment
Qualifications:
Bachelor of Commerce and Administration (Victoria University of Wellington, New Zealand).
Experience:
She has more than 25 years of experience in stock broking, asset management and unit trusts.
Ch'ng Cheng Siew
Chief Investment Officer (Equity)
Experience:
She has over 25 years of experience across audit, corporate finance, and fund management with a proven track record of success earning multiple Lipper Fund Awards for outstanding 3-Year and 10-Year performance across various categories, including Areca Capital's flagship fund, Areca equityTRUST Fund. Cheng Siew is a chartered accountant of MIA and a CPA Australia qualified professional. She holds a Bachelor of Commerce from the University of Melbourne.
Peter Lim Tze Cheng
Associate Director
Qualifications:
Graduated from the University of Malaya with a Bachelor of Accounting.
Experience:
He has been in the investment research and fund management industry since 2003. He has played various roles in both local and foreign asset management houses, including Head of Research, Head of Equity, and Chief Executive Officer.
Thong Lai Kuan
Compliance Officer
Qualifications:
Associate Member of The Institute of Chartered Secretaries and Administrators (ACIS).
Experience:
She has more than 10 years of experience in compliance and more than 20 years of experience in banking and asset management industry.
