Simon Lo

International Chief Executive Officer

Charles Monat Associates

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.

The latest articles from Simon Lo

Digital & Technology

Tools and Strategies to help Private Clients Secure their Legacies for the Next Generations Approaching private clients on matters of wealth structuring and estate planning is difficult anywhere in the world, but the wealth management industry has for some years been more directly addressing the truly massive transition of wealth taking place from the founder/older generations in Asia (and....

The latest videos from Simon Lo

The latest events from Simon Lo