Helping Asian Wealth Management Communities Interact
Events
The latest articles from Simon Lo
Events
Events
Profile:
Simon Lo is the Chief Executive Officer, International Business of Charles Monat Associates, based in Singapore Simon began his career as an Assistant Attorney General with the Washington State Attorney General’s Office. His duties include advising the State’s Department of Labor and Industries on regulatory matters and litigating civil cases in state court. Simon later entered private practice with an esteemed law firm where he excelled as a defense litigator. He has represented multinational corporations such as Walmart and ExxonMobil. Simon later joined one of the oldest life insurance brokerage firms in the United States as Vice-President & General Counsel, Asia Pacific. Simon was responsible for building business operations in the Middle East and Indian Subcontinent. He also advised high net worth individuals and corporate clients throughout Asia and Middle East on matters related to personal estate planning, business succession strategy, executive compensation, and life insurance solutions. Simon received his Bachelor of Arts degree in Economics and East Asian Studies from the University of Toronto, St. George. He went on to complete his Juris Doctorate degree from Michigan State University College of Law and served as a clerk to the United States Court of Appeals for the Sixth Circuit. Since 2014, Simon has partnered with the Wealth Management Institute of Singapore to train financial professionals and graduate students on the subjects of life insurance solution and estate planning. In 2018 he was invited to join the National Technological University (NTU-WMI) as an adjunct professor.
Events
The latest articles from Simon Lo
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