Frank Rush
Senior Portfolio Manager
Hong Kong
Summary
Highly skilled and results-driven Stockbroker and Portfolio Manager with 16 years of progressive experience in financial markets, specializing in equities, derivatives, and fixed income. Proven track record of exceeding performance targets, developing strong client relationships, and navigating complex global markets. Successfully transitioned from HSBC London to HSBC Hong Kong through headhunting, bringing expertise in both European and Asian financial landscapes, regulatory frameworks, and investment strategies.
Overview
16
16
years of professional experience
Work History
Senior Portfolio Manager
BPC Asset Management
03.2023 - Current
- Manage diversified portfolios for high-net-worth and institutional clients, providing bespoke investment advice and executing trades across multiple global exchanges.
- Specialize in Asian equity markets, conducting in-depth fundamental and technical analysis to identify high-return opportunities.
- Exceeded quarterly revenue targets by an average of 15% through proactive trading strategies and client engagement.
- Developed proprietary trading strategies, improving portfolio performance by 20% during volatile market periods.
- Mentor junior traders, promoting team knowledge sharing and enhancing performance in risk management and market strategy.
Senior Portfolio Manager
HSBC
Hong Kong
09.2016 - 02.2023
- Head of portfolio management for high-net-worth clients, advising on equities, bonds, derivatives, and funds.
- Grew assets under management (AUM) by 35% through strategic client acquisition and cross-selling initiatives.
- Executed high-volume trades with precision, ensuring compliance with SFC regulations and internal risk policies.
- Delivered market briefings, investment workshops, and advisory seminars for clients, enhancing trust and financial literacy.
- Recognized consistently for top performance, achieving 120%+ of annual sales targets.
- HSBC is a multinational banking and financial services holding company.
Broker
HSBC
London
10.2012 - 08.2016
- Managed a client book of over 100 active retail and institutional clients, advising on multi-asset portfolios.
- Achieved 30% growth in client AUM over six years through strategic client development and investment planning.
- Conducted market research, financial analysis, and valuation reports to support client investment decisions.
- Successfully passed Series 7 and Series 63 examinations within the first year of employment.
- Contributed to initiatives that streamlined client onboarding, reducing setup time by 25%.
- HSBC is a multinational banking and financial services holding company.
Junior Broker
HSBC
London
08.2010 - 09.2012
- Assisted senior brokers with portfolio management, trade execution, and financial reporting.
- Prepared client presentations and reports summarizing market trends, equity performance, and portfolio recommendations.
- Developed analytical skills through research on company financials, industry trends, and macroeconomic developments.
- HSBC is a multinational banking and financial services holding company.
Education
Master of Science - Finance
07.2010
Bachelor of Science - Economics
07.2009
Skills
- Equities
- Derivatives
- Options
- Futures
- Fixed Income
- ETFs
- Mutual Funds
- FX
- Bloomberg Terminal
- Refinitiv Eikon
- MetaTrader 4/5
- Proprietary Trading Systems
- Fundamental Analysis
- Technical Analysis
- Valuation
- Portfolio Management
- Risk Management
- Relationship Building
- Client Acquisition
- Investment Advisory
- Needs Assessment
- MiFID II
- SFC Regulations
- FCA Regulations
- AML
- KYC
- Microsoft Office Suite
- Excel
- PowerPoint
- Word
- CRM Software
Timeline
Senior Portfolio Manager - BPC Asset Management
03.2023 - Current
Senior Portfolio Manager - HSBC
09.2016 - 02.2023
Broker - HSBC
10.2012 - 08.2016
Junior Broker - HSBC
08.2010 - 09.2012
University of Oxford - Master of Science, Finance
University of Oxford - Bachelor of Science, Economics