JIA Asset Management Sdn Bhd

ABOUT US

At JIA Asset Management we focus on providing our clients with an independent and fully customised wealth management experience. We specialise particularly in portfolio management. Our clients receive a personalised service throughout their experience with us.

Our tailor-made approach is individualised to customers’ needs and we pride ourselves on attention. Our Kuala Lumpur office has a unique global reach with a local touch. Licensed by the Securities Commission of Malaysia, we work with local and international partners to bring clients a range of solution in one place.

PURPOSE, VISION, VALUES

Our Purpose

To be your partner in wealth. We see wealth as more than just dollars and cents it is a legacy that we aim to achieve for our clients.

Our Vision

To be a leading boutique wealth manager in the region, known for creating bespoke client solutions.

Our Values

“To be your partner in wealth” drives our interactions with all our partners be they clients, staff or stakeholders. We are focused on achieving positive outcomes in all that we do and this is enshrined in JIA AM’s code of conduct that establishes our uncompromising business ethics. The code is the foundation of our operations and binds our team to deal with clients in a fully transparent manner, creating trust and accountability.

Our team is also fully accountable to our partners and regulators. We maintain full compliance oversight and regulations. JIA AM has a responsibility and obligation to keep all staff and directors fully updated and abreast of the rules and regulations via regular training.

WHO WE ARE

EMMANUEL BURDET

CHIEF EXECUTIVE OFFICER

Emmanuel has overseen wealth management for the benefit of clients in both Europe, Asia, Africa and the Middle East for the last 25 years. His investment advisory and portfolio management experience began at Credit Suisse Switzerland and he holds close relationship with leading financial institutions in Europe, the Middle East and Asia. Emmanuel holds a CMSRL from the Securities Commission Malaysia.

DATO’ DR SHARIFUDDIN BIN ABDUL WAHAB

CHAIRMAN

Dato’ Dr Sharifuddin Bin Abdul Wahab received his Doctor of Veterinary Medicine from the University of Agriculture in Faisalabad, Pakistan, in 1981. He earned a Masters Degree in Science in 1983 after completing his postgraduate studies at University Pertanian Malaysia. In addition to this, he holds a certificate in RIA techniques from Cornell University, United States of America; and began his career as a lecturer at Universiti Pertanian Malaysia. Throughout his academic career, he has been involved in producing new technologies that may be streamlined for field use. In 1989, he joined Schmidt Scientific Sdn Bhd and successfully reformed Malaysia’s Biomedical industry, and between 1995 and 1998 served as the Executive Director of Schmidt Vietnam Co Ltd. Between 1999 and 2000, he was promoted to Regional Managing Director, Schmidt Southeast Asia, and later became the Chief Executive Officer of Schmidt BioMedtech Asia Ltd. Currently, he is the President Director at PT KSK Insurance Indonesia.

JOEL BROWN

FUND MANAGER

Joel Brown has more than 11 years of Financial Industry experience. He joined JIA Asset Management in 2024 as a Fund Manager.

Prior to this, Joel spent 6 years at AHAM Asset Management Bhd (previously known as Affin Hwang Asset Management) as a Senior Product Specialist in Wealth & Advisory where he was responsible for overseeing wealth management products with a focus on alternative investments. He started his career in the financial industry in 2013, when he joined CIMB Bank Bhd as a Management Trainee. He was then confirmed in Investment Products – Structures, where he was responsible for the sourcing, training, management, and distribution of structured products distributed by the bank.

Joel graduated from Monash University Malaysia with a Bachelor of Business & Commerce, majoring in Accounting and Banking & Finance.

STEPHANIE CLAIRE RODRIGUES

COMPLIANCE OFFICER

Stephanie brings with her over 6 years’ experience in compliance, including for fund management firms in Kuala Lumpur. Prior to joining JIA AM, Stephanie was Manager for Intermediaries Supervision at Bursa Malaysia. She holds an LLB in Law from the University of London as well as modules 9, 10 and 11 from the Securities Commission, Malaysia.

NADA SYAZANA

ACCOUNT MANAGER

Nada has over 7 years’ accounting and office management experience where abilities and skills of administration, accounting and management are utilised. She is responsible for management of the accounting, administrative and human resource functions. This includes facilitating communication throughout a company to make workplace more efficient.

OUR INVESTMENT ANALYSTS

SEW ZHI HAN

Sew Zhi Han joined the firm in 2023, bringing valuable insights from the Capital Market Graduate Program (CMGP) at the Securities Commission Malaysia. He holds a double major in Banking & Financial Management and Business Analytics from Monash University. Currently, Zhi Han is pursuing his CFA designation to further enhance his financial expertise and complement his strong skills in market analytics.

MANAGEMENT

We believe that we achieve more, together.

We have a dedicated management team with a combination of over 50 years of fund management and compliance experience. Through our network of our local and international partners we bring our clients an exciting and fully curated portfolio selection.

Each member of the team upholds our corporate values, is committed to excellence, and maintains our high standards of results and integrity.

INVESTMENT PHILOSOPHY

Fundamental market research to build your portfolio

Our investment professionals oversee our strategic directions as well as come up with specific and detailed research and analysis to give our clients up-to-date information and advice.

Knowledge

Our sound analyses and experience translate ideas into growth. In particular, our clients benefit from the independent advice we offer making our impartiality central to our reliability.

The individual client

Each client has individual priorities and outlooks and is at the heart of our investment decisions. We carefully balance investment decisions against clients’ risk profiles, expectations and adapt these decisions to changing circumstances – be they personal or in the market.

Diversification.

We believe that a strategic portfolio allows clients to maximise gains in a strong market.

The investment horizon.

We invest based on each client’s own investment horizon according to their needs. We have seen this approach bring significant benefits from minimising risks to avoiding investment fads to balancing liquidity needs.

WEALTH MANAGEMENT

Wealth planning is central to any investment strategy, whether you are an individual or a corporation. At JIA Asset Management, we see wealth management as intergenerational.

Our CEO Emmanuel Burdet has led clients through global challenges and opportunities.

Over the last 27 years, Emmanuel has
managed client portfolios that cover both in-house and a variety of investment solutions.

The significant challenges faced by the financial industry calls for wealth managers with the experience to effectively recognise, advise and ultimately protect the interests of clients particularly when faced with renewed challenges.

Whether you are a seasoned investor or new to the market, JIA Asset Management provides you with highly personalised support as well as creates performance-based tailor-made solutions.

ASSET MANAGEMENT

We propose a range of solutions depending on client needs.

Your experience with us starts with a personalised investment profile

Our team will work with you to understand your investment needs, objectives and expectations. From this we will establish your bespoke investment strategy, this is our guideline in serving you and selecting your asset allocation. Your investment strategy can be adjusted in line with changes to the market or to yourself at any time via your dedicated team.

This bespoke approach also gives you full flexibility in choosing your asset management style and involvement according to your investment strategy. We offer the choice of Discretionary and Advisory mandates with options to change the mandate so that you can choose how active you wish to be in implementing your investment strategy.

Under an advisory mandate, you direct the investment strategy to your dedicated portfolio manager and our fund management team. Your portfolio manager is there to provide you with our investment, risk and technical advisory throughout, but the final investment decisions rest in your hands.

Under discretionary management mandates, our fund management team directly implements your investment strategy and is responsible for the every-day management of your wealth via your dedicated portfolio manager. Unlike advisory mandates, your portfolio manager will make investment decisions on your behalf.

Both advisory and discretionary management models involve regular portfolio reports. You will receive personalised updates from our team to you. Both advisory and discretionary mandates provide access to the same range of products and services.

FUND MANAGEMENT

One of our distinct advantages is the independent advice our clients receive
on funds and asset allocation.

We work with both local and international partners to bring our clients a wide range of investment solutions at competitive pricings.

We aim to offer each client attractive and diversified portfolio options to which our network and market knowledge are key.

OUR PARTNERS

As part of our services we work hand-in-hand with leading custodian banks and brokers.