Investment Director, Head of Multi-Asset

• Jun 2022 - Present

Senior Fund Manager

• Apr 2016 - Jun 2022

Built and headed the Multi-Asset team and platform, offering total investment solutions to clients. Launched and managed numerous Multi-Asset funds with income, growth, and low volatility focus. Also developed the asset allocation process and led the firm’s macro research.

Managing Director, Head of Managed Solutions

• Jun 2010 - Apr 2016

Built and headed the Managed Solutions team in Asia providing unique investment solutions to Private Bankers and clients via managed vehicles including funds (traditional and alternatives), managed accounts, and ETFs on a global basis. Also managed discretionary portfolios responsible for asset allocation and fund selection for clients with various risk profiles. Built and headed the Managed Solutions team in Asia providing unique investment solutions to Private Bankers and clients via managed vehicles including funds (traditional and alternatives), managed accounts, and ETFs on a global basis. Also managed discretionary portfolios responsible for asset allocation and fund selection for clients with various risk profiles.

Senior Investment Analyst

• Mar 2009 - Jun 2010

Managed three multi-manager portfolios on various equity strategies in the Asia Pacific region with assets under management of more than USD 1 billion in total. Main clients included institutional and private banking clients around the world. Managed three multi-manager portfolios on various equity strategies in the Asia Pacific region with assets under management of more than USD 1 billion in total. Main clients included institutional and private banking clients around the world.

Vice President

• Dec 2006 - Feb 2009

Identified superior managed products and strengthened product offerings (traditional and alternatives) through extensive ongoing research and due diligence in Global Wealth Management. In addition, provided professional advice to Private Bankers and clients on portfolio construction, strategic and tactical investment solutions, and product ideas. Identified superior managed products and strengthened product offerings (traditional and alternatives) through extensive ongoing research and due diligence in Global Wealth Management. In addition, provided professional advice to Private Bankers and clients on portfolio construction, strategic and tactical investment solutions, and product ideas.

Investment Manager

• Jul 2004 - Nov 2006

Researched, managed, and developed multi-manager products, and provided portfolio advisory and fund selection for retail and institutional clients. Also built a proprietary fund evaluation model which enhanced retail business significantly and the model is still being used currently. Researched, managed, and developed multi-manager products, and provided portfolio advisory and fund selection for retail and institutional clients. Also built a proprietary fund evaluation model which enhanced retail business significantly and the model is still being used currently.

Research Analyst and Strategic Investment Advisor

• Jul 2000 - Jul 2003

Offered investment research and advice to institutional clients on areas including portfolio management, asset liability study, active manager selection, and optimal currency and equity hedging strategies. Offered investment research and advice to institutional clients on areas including portfolio management, asset liability study, active manager selection, and optimal currency and equity hedging strategies.