Who We Are

A Methodical Approach
to Family Wealth

A.D. Evoque Financial Team

Our Story

A.D. Evoque Financial was established to address a gap we observed across Asia's wealth management landscape: families with substantial assets were receiving fragmented advice from multiple providers — each focused on their own product or service — with no one taking responsibility for the whole picture.

Founded over twenty years ago in Petaling Jaya, we set out to build a different kind of firm. One where every advisor understands not just their own discipline — tax, law, investments, governance — but how those disciplines must work together. One where the family's long-term wellbeing, not quarterly product sales, drives every recommendation.

Today, we serve ultra-high-net-worth families across Malaysia, Singapore, Indonesia, and Hong Kong, guiding them through the complexities of wealth preservation, generational transition, and family governance with the same methodical care that has defined our practice from the beginning.

Our Philosophy

Our Philosophy

We believe that lasting wealth is the product of three things: preservation — protecting what has been built; governance — establishing clear rules for how decisions are made; and succession — preparing the next generation to receive and steward that wealth responsibly.

Investment performance matters, but it is rarely the reason family wealth dissipates. The true risks are structural: unclear ownership, unresolved family conflict, tax inefficiency, and lack of preparation among successors. This is why we begin every engagement with a diagnostic — not a product pitch.

Our independence is central to this philosophy. We do not manufacture or distribute financial products. We do not accept commissions or referral fees. Our only obligation is to the families we serve.

Leadership

Our Senior Advisors

Dato' Ahmad Farid

Dato' Ahmad Farid

Founder & Managing Director

Over 25 years in family office advisory. Former senior partner at a leading Malaysian law firm. Specialist in cross-border wealth structuring and Islamic estate planning.

Priya Nair

Priya Nair, CFA

Chief Investment Officer

18 years in institutional asset management. Previously managed multi-billion-dollar portfolios at a Singapore-based sovereign wealth fund. Expert in multi-asset strategy and risk management.

Lim Wei Seng

Lim Wei Seng

Head of Family Governance

20 years advising Asian business families on governance and succession. Author of two books on family enterprise continuity. Certified Family Business Advisor (CFBA).

20+

Years of Experience

150+

Families Served

4

Countries

100%

Independent