Andrew Thomas Stewart
Hong Kong
Summary
Highly accomplished and results-driven Stockbroker with over 15 years of progressive experience in financial markets, specialising in equities, derivatives, and fixed income. Proven track record of consistently exceeding performance targets, building robust client relationships, and managing complex multi-asset portfolios in high growth environments. Headhunted by an old associate from Northern Star and relocated from Manchester, UK, to Hong Kong, bringing a deep understanding of both European and Asian financial landscapes, regulatory environments, and investment strategies.
Overview
16
16
years of professional experience
4
4
years of post-secondary education
Work History
Senior Portfolio Manager
BPC Ltd
Hong Kong
05.2022 - Current
- Manage a diversified portfolio of high-net-worth individual and institutional clients, providing bespoke investment advice and executing trades across various global exchanges.
- Specialised in American equity markets, conducting in-depth fundamental and technical analysis to identify lucrative trading opportunities.
- Consistently exceeded quarterly revenue targets by an average of 15% through strategic trading and proactive client engagement.
- Developed and implemented proprietary trading strategies, leading to a 20% improvement in portfolio performance during volatile market periods.
- Mentored junior traders, enhancing team performance and knowledge sharing on market dynamics and risk management.
- BPC Ltd is a financial services company based in Hong Kong, specializing in investment management and advisory services.
Senior Portfolio Manager
CG Asset Management
London
04.2016 - 03.2021
- Managed a book of over 150 active retail and institutional clients, advising on equity, bond, and fund investments.
- Joined the London headquarters to manage high-value advisory accounts, specializing in FTSE 100 and FTSE 250 equities.
- Provided bespoke investment advice and portfolio rebalancing services, consistently growing the division's assets under management (AUM).
- Mentored junior team members on technical analysis and client relationship management within a high-pressure trading environment.
- CG Asset Management is a financial services firm based in London, UK, focusing on asset management and investment advisory.
Lead Stockbroker
CG Asset Management
London
01.2011 - 04.2016
- CG Asset Management is a financial services firm based in London, UK, focusing on asset management and investment advisory.
Education
BSc (Hons) - Finance and Economics
09.2006 - 05.2010
- Core coursework: Quantitative Finance, Advanced Macroeconomics, and Econometric Theory.
- Initiated career as a Junior Analyst, building detailed financial models and conducting rigorous due diligence on UK small and mid-cap stocks.
- Earned an early promotion to Equity Analyst based on the high accuracy of stock picks and the development of proprietary risk-scoring tools.
- Produced daily market briefings and equity research reports utilised by the firm’s investment committee for fund allocation.
- GPA: First Class Honours
Skills
- Discretionary Portfolio Management
- Advisory Portfolio Management
- Asset Allocation
- ESG Integration
- Bloomberg Terminal
- DCF Modelling
- FactSet
- SQL for Finance
- CISI Level 7
- HKSI Types 1 & 4
- LSE
- HKEX
- China Connect
- NYSE
- NASDAQ
Personal Information
Age: 38
Timeline
Senior Portfolio Manager - BPC Ltd
05.2022 - Current
Senior Portfolio Manager - CG Asset Management
04.2016 - 03.2021
Lead Stockbroker - CG Asset Management
01.2011 - 04.2016
The London School of Economics (LSE) - BSc (Hons), Finance and Economics
09.2006 - 05.2010