WHAT THIS SITE IS ABOUT

This is the personal website of James Lim, an established financial consultant who is serving hundreds of happy clients. Through this site, he hopes to keep his clients and new prospects updated on latest developments that will impact their financial plans. This site will also give potential clients a good idea of who James is and how he can help them achieve their financial objectives.

ABOUT ME

James Lim started out working in the government, before going on to found and run a highly successful IT company for about 10 years. He moved into the finance industry in 2016 and has since become a member of the prestigious Million-Dollar Round Table. He builds his business on the foundation of integrity and trust, which is why most of his clients have placed their investments and financial plans with him.

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Monthly Archives: November 2026

Home/2026/November

What I took away from International University of Monaco

By | 2026-11-05T04:24:42+00:00 November 5th, 2026|Miscellaneous, Personal|

I recently completed an intensive wealth management training by the International University of Monaco. Continuously sharpening my expertise is essential to helping clients navigate today's complex financial landscape. Here are my key takeaways from the FUTURA Learning Programme on adapting to the future of wealth: 1. The "Monte-Carlo Experience" as a Blueprint for Value Monaco [...]

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