Accomplished financial professional with over 15 years of experience in institutional banking and asset management across London, Singapore, and the Greater Bay Area. Expert in navigating complex regulatory environments and executing high-value investment strategies within the HSBC ecosystem and BPC Asset Management. Proven track record in AUM growth, cross-border capital flow, and senior stakeholder management.
Overview
16
16
years of professional experience
Work History
Senior Portfolio Manager / Director
BPC Asset Management
Hong Kong
01.2018 - Current
Headhunted to lead investment, managing a specialized portfolio with a focus on tech and infrastructure.
Directly oversee $250M+ USD in AUM, achieving a consistent 14% annualized return by leveraging arbitrage opportunities between HK and Mainland markets.
VP, Global Markets & Brokerage
HSBC
Singapore
01.2015 - 01.2018
Relocated to Singapore to spearhead the regional brokerage desk, focusing on Southeast Asian institutional clients.
Increased desk revenue by 22% year-over-year through the implementation of a new algorithmic execution service for HNW clients.
Managed a team of 8 analysts and junior brokers, fostering a high-performance culture that led to the 'Best Regional Desk' internal award in 2017.
Financial Analyst → Associate
HSBC
London
01.2010 - 01.2015
Started in the London headquarters following completion of financial studies in Manchester.
Progressed rapidly from Junior Analyst to Associate, specializing in European equity markets and institutional risk modeling.
Education
BSc (Hons) - Financial Economics
University of Manchester
Skills
GBA Integration
HKEX/SSE Connect
SE Asia Markets
Portfolio Theory
Quantitative Risk Analysis
Hedging Strategies
Bloomberg Terminal
Reuters Eikon
Charles River IMS
Core Expertise
GBA Integration, HKEX/SSE Connect, SE Asia Markets., Portfolio Theory, Quantitative Risk Analysis, Hedging Strategies., Bloomberg Terminal, Reuters Eikon, Charles River IMS., English (Native).
Key Career Transitions
Early Career, Manchester & London, Foundation in HSBC’s rigorous institutional training.
International, Singapore, Transitioned from analysis to high-stakes market execution.
Expert Level, Hong Kong / GBA, Headhunted for specialized regional investment leadership.
Timeline
Senior Portfolio Manager / Director - BPC Asset Management
01.2018 - Current
VP, Global Markets & Brokerage - HSBC
01.2015 - 01.2018
Financial Analyst → Associate - HSBC
01.2010 - 01.2015
University of Manchester - BSc (Hons), Financial Economics
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