

Professional Services

Moatism Sdn Bhd was founded in 2018 in Kuala Lumpur, Malaysia, with the aim of delivering comprehensive investment management services tailored to the needs of its clients. As a family office, the company focuses on managing a diverse array of investment portfolios, including bonds and IT startups, catering to clients from various countries and markets. Since its inception, Moatism has established a robust investment framework that guides its operations and decision-making processes.
The firm specializes in investment management by offering customized solutions that align with the unique risk tolerance and financial objectives of the families it serves. With a commitment to excellence and a deep understanding of the investment landscape, Moatism Sdn Bhd strives to provide its clients with the tools and insights necessary to achieve their financial goals.
Moatism Sdn Bhd provides a range of investment management services designed to meet the diverse needs of its clients.
Core Services:
1) Portfolio Management – Tailored investment strategies that align with clients' financial goals and risk profiles.
2) Investment Advisory – Expert guidance on investment opportunities across various asset classes, including bonds and startups.
3) Risk Assessment – Comprehensive analysis of investment risks to ensure informed decision-making.
4) Financial Planning – Customized financial plans that address the unique circumstances of each family.
5) Performance Monitoring – Regular assessment and reporting on investment performance to keep clients informed.
Notable Projects & Initiatives:
- Development of a robust investment framework that supports diverse portfolio management.
- Successful investments in promising IT startups that align with market trends.
- Establishment of strong relationships with clients across different countries and markets.
At Moatism Sdn Bhd, the culture is built on collaboration, respect, and a family-oriented atmosphere. Team members are encouraged to share their insights and actively participate in discussions, fostering a sense of belonging and collective growth within the organization.
What It’s Like to Work Here:
1) Collaborative Environment – Employees work together to share knowledge and expertise, enhancing team performance.
2) Respectful Atmosphere – A culture of mutual respect is maintained, allowing for open communication and idea sharing.
3) Family-Oriented Values – The company promotes a supportive environment that values personal connections and teamwork.
4) Continuous Learning – Opportunities for professional development and skill enhancement are encouraged.
5) Client-Centric Focus – Every team member is dedicated to understanding and meeting the unique needs of clients.
Workplace Environment:
The workplace at Moatism Sdn Bhd reflects its commitment to a collaborative and respectful culture, with open spaces that encourage teamwork and communication. Regular team-building activities and discussions help strengthen relationships among colleagues, contributing to a positive work environment.
Core Values:
- Collaboration and teamwork
- Respect and integrity
- Client-focused approach
- Continuous improvement and learning
- Family-oriented culture
This culture enables Moatism Sdn Bhd to thrive as a trusted partner in investment management, dedicated to helping families achieve their financial aspirations.
Health & Insurance: Medical and dental claims
Medical claims of up to RM500 a year and dental care support with claims up to RM200 a year are provided.
Money & Compensation: Fitness membership reimbursement
Up to RM200 per month reimbursement for any gym or fitness membership with valid receipt is available.
Career Growth / Training: Personal library access
Employees have free access to a personal library consisting of around 1000 books, mostly non-fiction, for reading and growth.
Work-Life Balance: Free parking
Free parking is provided to all employees for convenience.
8, Jalan Kiara, Mont Kiara, 50480 Kuala Lumpur, Wilayah Persekutuan Kuala Lumpur, Malaysia