Henry Fung

Partner Managing Director at MF & Co. Asset Management
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Sydney Area, AU
Languages
  • English Native or bilingual proficiency
  • Cantonese Native or bilingual proficiency
Skills

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Evan McQuire

Henry is an excellent advisor and has extensive knowledge of financial markets and technology. He always does the right thing for his clients and strives to exceed expectations.

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Credentials

  • Self Managed Super Funds
    Kaplan Professional (Australia)
    Feb, 2017
    - Sep, 2024
  • Tier 1 Derivatives - General Advice
    Kaplan Professional (Australia)
    Oct, 2016
    - Sep, 2024
  • Accredited Derivatives Adviser Level 1 & 2
    Kaplan Professional (Australia)
  • RG146 Accreditation - Securities & Managed Investments
    Stockbrokers Association of Australia

Experience

  • MF & Co. Asset Management
    • Australia
    • Financial Services
    • 1 - 100 Employee
    • Partner Managing Director
      • Dec 2017 - Present

      MF & Co. Asset Management is a boutique investment firm specialising in Private Wealth, quant trading, wholesale execution and trading education. The management Partners and Adviser team have decades of experience between them, with experience from major Investment Banks and Brokers. Our Advisers are highly experienced, having dealt with some of the wealthiest clients in Australia. Our firm was founded with the ideal that financial services should be provided on a client best interest basis. Too many securities firms are focused on revenue generation and short term gains. Our view is that as long as we look after the client, have the clients best interest at heart and grow the clients wealth in the long term, our business will grow exponentially with it. Satisfied clients means more referrals and more business leading to success in the long run. Our mission is to provide market beating returns on a risk-adjusted basis and create value for our clients. Our vision is to become one of Australia’s largest securities firms providing a diverse range of products to suit a range of client needs.

  • Various AFSL's
    • Responsible Manager
      • Aug 2020 - Present

      - AFSL Responsible Manager - AFSL monitoring and compliance - AFSL Responsible Manager - AFSL monitoring and compliance

  • ASX Market Participant
    • Australia
    • Financial Services
    • 1 - 100 Employee
    • Private Wealth Adviser & Trading Educator
      • Jul 2016 - Dec 2017

  • PhillipCapital Australia
    • Australia
    • Financial Services
    • 1 - 100 Employee
    • Private Wealth Adviser & Trading Educator
      • Sep 2014 - Jun 2016

      Established in Singapore in 1975, PhillipCapital is one of Asia’s leading financial institutions with over 3,500 staff and 800,000 clients in 16 countries. PhillipCapital has assets under management and custody worldwide totalling more than USD 22 billion with shareholders' funds in excess of USD 1 billion. Established in Singapore in 1975, PhillipCapital is one of Asia’s leading financial institutions with over 3,500 staff and 800,000 clients in 16 countries. PhillipCapital has assets under management and custody worldwide totalling more than USD 22 billion with shareholders' funds in excess of USD 1 billion.

  • BBY Ltd
    • Financial Services
    • 1 - 100 Employee
    • Project Manager
      • Apr 2014 - Sep 2014

      ■ Managed implementation and revenue modeling of a number of revenue generation projects■ Projects include electronic trading platforms for international trading & domestic trading, portfolio reporting systems, Managed Discretionary Accounts (MDA) and algorithms

    • Research & Marketing Manager
      • Jan 2009 - Jun 2014

      ■ Managed a team of 9 team members, assistants and interns ■ Supported 15 analyst covering 150 stocks publishing 50 notes a week■ Managed marketing and public relations as Head of Marketing■ Grew bby.com.au visitors by 35% YoY over 3 years and grew bbyonline.com.au by 500% within a year ■ Managed over 200 online/offline marketing campaigns■ Managed Adwords, SEO and offline advertising■ Grew social media from scratch to thousands of followers across Twitter, LinkedIn & Facebook■ Part of the Research Recommendations Committee to improve distribution and research quality■ Increased Research and Publishing efficiency by 80% through automation scripts■ Project managed and implemented new Institutional CRM system (BigDough)

    • Broker Dealer Manager
      • Jul 2009 - Aug 2011

      ■ Promoted to build the Broker Dealer equities and options wholesale execution business from scratch■ Set up electronic trading platforms (IRESS, Paritech Pulse), trading limits and fee structures■ Migrated 8 clients from Berndale Securities (Merrill Lynch)■ Continual business development bringing in new Broker Dealer groups ■ Trade management and client support■ Grew revenue to over $300,000 per month within 3 months

    • Asset Management / Trader
      • Nov 2005 - Feb 2011

      ■ Developed the hedge fund quantitative and qualitative model portfolio■ Traded equities and options for the fund using a mix of the model and technical indicators■ Managed a 120/20 mining and mining services focused hedgefund■ Engaged in FX hedging between the AUD Trust and USD Fund■ Administrated the fund, including calculation returns and producing marketing materials■ Redeveloped the model code reducing process times 90% and increased efficiency 80%

Education

  • University of Technology, Sydney
    Bachelor's Degree, Accounting and Finance
    -

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