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Fiona Xu is a seasoned finance professional with expertise in investment analysis, deal advisory, and financial reporting. She holds a Master of Professional Accounting and a Bachelor of Business Administration Honours from reputable institutions. With 5+ years of experience in the UK, she has worked with top firms such as KPMG UK and AKO Capital LLP. Fiona is proficient in English and Chinese, and has a Chartered Professional Accountant (CPA, CA) designation.

Credentials

  • Charted Professional Accountant, Chartered Accountant (CPA, CA)
    CPA Canada (Chartered Professional Accountants Canada)
    Aug, 2015
    - Apr, 2026

Experience

  • AKO Capital LLP
    • London, United Kingdom
    • Partner
      • Apr 2019 - Present
      • London, United Kingdom

  • Industrial Equity Partners
    • London, United Kingdom
    • Investment Analyst
      • Apr 2018 - Mar 2019
      • London, United Kingdom

      Main responsibilities and experience include:o Developing in-house generated equity long/short investment ideas and making recommendations directly to the Chief Investment Officero Monitoring of existing investments and making real-time decisions o Exposure to multiple industries with past performance available upon requesto Excellent ability to learn new businesses quickly under pressure, work independently while contributing to the team performance and adapting under changing conditions and demands.

  • KPMG UK
    • London, United Kingdom
    • Assistant Manager - Deal Advisory Transaction Services
      • Jan 2017 - Apr 2018
      • London, United Kingdom

      Mainly responsible for databook analysis, story-boarding and deal value report writing on buy-side and sell-side engagements Past 10 projects include:o Acquisition of investment banko Private placement and secondary listing for listed insurance brokero Consumer lending businesseso Credit portfolios of bankso FinTech companies

  • KPMG Norway
    • Oslo Area, Norway
    • Senior Associate
      • Sep 2015 - Dec 2016
      • Oslo Area, Norway

  • KPMG Canada
    • Vancouver, Canada Area
    • Senior Associate
      • Sep 2012 - Aug 2015
      • Vancouver, Canada Area

Education

  • 2012 - 2013
    University of Saskatchewan
    Master of Professional Accounting, Accounting
  • 2014 - 2014
    CFA Institute
  • 2008 - 2011
    Beedie School of Business at Simon Fraser University
    Bachelor of Business Administration Honours, Accounting & Finance
  • 2010 - 2010
    The University of Hong Kong
    Bachelor of Business Administration, Accounting & Finance

Suggested Services

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Industry Focus. “Investment Management”

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