Dave Wang
Senior Portfolio Manager
Summary
Experienced Multi Asset Portfolio Manager skilled in communicating and engaging clients with investment ideas and opportunities. Entrepreneurial mindset and attracted by the opportunity to grow and develop Standard Chartered's private banking and discretionary ambitions.
Overview
15
15
years of professional experience
2
2
Languages
Work History
Senior Portfolio Manager
UBS AG
Singapore
11.2021 - Current
- Member of APAC investment committee. Contribute views to CIO office on investment strategies and risks on Asia allocation and stock selection
- Manager of Asian and Singapore equity portfolios. Recommended and successfully launched Singapore High Dividend Yield portfolio in June 2024 after working with various internal stakeholders
- Manager of Asian Fixed Income fund of funds.
- Communicate market views and portfolio performance (both English and Mandarin) to internal and external stakeholders via presentations, reviews, and internal media recordings
- Provide sales and after sales support to front line by articulating portfolio strategy and positioning with clarity and conviction.
- Coach and nurture junior members in investment and risk analysis.
Macro Strategist / Equities Portfolio Manager
Nuvest Capital Pte Ltd
Singapore
01.2019 - 10.2021
- Nuvest Capital was founded by >30 years veteran from GIC, Singapore's sovereign wealth fund. Joined as a learning opportunity to deepen knowledge in macro and multi asset strategies and allocation
- Key contributor to asset allocation decisions and owner of equity strategies
- Equity strategies include: 1) Long Only: Global Developed Markets / Global Emerging Markets; 2) Long / Short: Market Neutral Asian Equities
- Establish, communicate, and implement investment views on multi asset (Equities, Fixed Income, Currencies, Commodities) through data analysis (markets, economic developments, working closely with internal and external parties like brokers and independent research providers
- Key member of investment and risk committee
- Coach and nurture investment analysts in investment analysis and financial modelling
- Contribute investment views to financial media (Reuters, Wall Street Journal, AFP, MediaCorp etc.)
- Reason for leaving: Firm wind down.
- Targeted both offline and online consumers by designing multi-pronged, comprehensive marketing strategy
Portfolio Manager
Bank of Singapore
11.2016 - 01.2019
- Managed over USD 2bn in assets via multi-asset portfolios for over 200 ultra-high net worth accounts, including 20 customized accounts.
- Key portfolio manager for customized accounts and contributed in product development and solutions for UHNW and family offices.
- Co-Fund Manager (Equities) for Lion-Bank of Singapore Asian Income Fund (c.USD 700mn in AUM), up from last then USD200mn through active regional marketing and sales support.
- Active investment member in formulating asset allocation, investment strategy, and risk monitoring metrics. Managed portfolio risks and volatility.
- Travelled regionally for research and client meetings.
- Reason for leaving: Pursue learning opportunity with GIC veteran.
Equities Analyst / Portfolio Manager
Truston Asset Management
Singapore
02.2014 - 10.2016
- Asia Long/Short Equities; Hedge Fund)
- Manage portfolio of stocks (Greater China and ASEAN)
- Conduct bottom-up fundamental research
- Stock pick through stock screening and identifying secular and cyclical trends from macro data
- Travelled regionally for research and investment conferences
- Guest Columnist for Maeil Business Newspaper covering Asian Equities
- Reason for leaving: Truston closed Singapore office.
Equities Trader
Macquarie Capital Securities
06.2013 - 02.2014
- Analyzed real time trading flows to recommend and implement trading strategies
- Compiled and presented periodic analysis of trading flows and trends of the various ASEAN markets
- Reason for leaving: Role made redundant.
Equities Analyst
Allianz Investment Management
11.2009 - 06.2013
- Generalist (all sectors) equities analyst for ASEAN markets. High performer and constantly achieved 110-130% of performance target.
- Provided in-depth company analysis and fundamental research through communicating with senior management of companies, detailed analysis of financial statements, in-depth financial modelling etc
- Directly supported Head of Equities, South East Asia, in portfolio management, asset allocation, and stock selection
- Worked closely with regional CIOs and Portfolio Managers on investment strategy and portfolio allocation
- Coached regional junior colleagues and interns on fundamental analysis and financial modelling
- Reason for leaving: Allianz wind down investment team in Asia.
Banking Associate
Standard Chartered Bank
02.2009 - 11.2009
- Conducted sales performance analysis for Singapore business.
- Propose and execute marketing strategies.
- Reason for leaving: Pursue passion in investment career.
Equities Sales Assistant
Goldman Sachs
09.2008 - 02.2009
- Key person for corporate access activities and analyst marketing for South East Asia. This ranges from sector-specific conferences, roadshows, industry expert events, conference calls to bespoke trips for client investors.
- Help drive marketing activities and events in South East Asia.
- Reason for leaving: Contract role, end of contract.
Education
Certificate in ESG Investing -
CFA Institute
04.2001 - 2023.12
FinTech Certificate Course: Future CommerceChartered Financial Analyst -
Massachusetts Institute of Technology, CFA
Chartered Alternative Investment Analyst (CAIA) Charterholder -
CAIA Association
Chartered Financial Analyst -
CFA Institute
Master of Business Administration -
Queensland University of Technology
Queensland, Australia 02.2007 - 2008.08
Bachelor of Science - Computer Science
The University of Queensland
Queensland, Australia 02.2006 - 2006.12
Diploma - Information Technology
Singapore Polytechnic
SingaporeSkills
Multi Asset Portfolio Management
undefinedTimeline
Senior Portfolio Manager
UBS AG
11.2021 - Current
Macro Strategist / Equities Portfolio Manager
Nuvest Capital Pte Ltd
01.2019 - 10.2021
Portfolio Manager
Bank of Singapore
11.2016 - 01.2019
Equities Analyst / Portfolio Manager
Truston Asset Management
02.2014 - 10.2016
Equities Trader
Macquarie Capital Securities
06.2013 - 02.2014
Equities Analyst
Allianz Investment Management
11.2009 - 06.2013
Banking Associate
Standard Chartered Bank
02.2009 - 11.2009
Equities Sales Assistant
Goldman Sachs
09.2008 - 02.2009
Master of Business Administration -
Queensland University of Technology
02.2007 - 2008.08
Bachelor of Science - Computer Science
The University of Queensland
02.2006 - 2006.12
Certificate in ESG Investing -
CFA Institute
04.2001 - 2023.12
FinTech Certificate Course: Future CommerceChartered Financial Analyst -
Massachusetts Institute of Technology, CFA
Chartered Alternative Investment Analyst (CAIA) Charterholder -
CAIA Association
Chartered Financial Analyst -
CFA Institute
Diploma - Information Technology
Singapore Polytechnic
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