Yi Xie
Managing Director at Haitong International Securities Group Limited- Claim this Profile
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Bio
Credentials
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Certificate in ESG Investing
CFA InstituteNov, 2021- Sep, 2024 -
CAIA Charterholder
CAIA AssociationMay, 2009- Sep, 2024
Experience
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Haitong International Securities Group Limited
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Hong Kong
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Financial Services
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700 & Above Employee
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Managing Director
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Aug 2017 - Aug 2021
* Responsible for Business Development and Product Development at Haitong International Asset Management * Managed teams based in Hong Kong, Shanghai, Singapore and New York * Deep knowledge of laws and regulations in Asia Pacific region, including Mainland China, Hong Kong and Singapore, including various types of onshore, offshore and cross border investment products and strategies * Responsible for Business Development and Product Development at Haitong International Asset Management * Managed teams based in Hong Kong, Shanghai, Singapore and New York * Deep knowledge of laws and regulations in Asia Pacific region, including Mainland China, Hong Kong and Singapore, including various types of onshore, offshore and cross border investment products and strategies
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BMO Global Asset Management
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Canada
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Financial Services
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200 - 300 Employee
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Director
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Dec 2013 - Jul 2017
* Responsible for BMO GAM Asia's sales, marketing and product development functions * Promoted firm's global products and capabilities in Asia, including passive/smart beta, traditional equity and fixed income, multi-assets, and alternative strategies * Participated in firm's various strategic projects in Mainland China * Responsible for BMO GAM Asia's sales, marketing and product development functions * Promoted firm's global products and capabilities in Asia, including passive/smart beta, traditional equity and fixed income, multi-assets, and alternative strategies * Participated in firm's various strategic projects in Mainland China
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Director
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Mar 2010 - Dec 2013
* Played an instrumental role in developing the BMO Private Banking business in Hong Kong and Singapore, with a focus on the investment product platform * Led various strategic projects/initiatives in Hong Kong and Mainland China to further expand the business in the region * Played an instrumental role in developing the BMO Private Banking business in Hong Kong and Singapore, with a focus on the investment product platform * Led various strategic projects/initiatives in Hong Kong and Mainland China to further expand the business in the region
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HSBC Private Bank
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Financial Services
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1 - 100 Employee
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Associate Director
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Feb 2006 - Mar 2010
* Fund specialist and hedge fund advisor * Sourced and selected long-only funds, hedge funds, private equity and real estate funds for the platform to enhance the offerings * Active member of the Investment Committee
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Analyst
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Nov 2004 - Feb 2006
Member of HSBC's International Management Programme
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Associate
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Sep 2002 - Oct 2004
Member of HSBC Bank USA's Leadership Development Program
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Registered Sales Assistant
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Feb 2001 - Jul 2002
Registered Sales Assistant (Series 7 & 66), responsible for monitoring and trading of clients' investment portfolios. Registered Sales Assistant (Series 7 & 66), responsible for monitoring and trading of clients' investment portfolios.
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Education
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1996 - 2000
NYU Stern School of Business
Finance and International Business
Community
