Henry Mason
Senior Portfolio Manager
Hong Kong
Summary
Dynamic and results-driven Senior Portfolio Manager with 15+ years of cross-regional experience in financial markets, portfolio management, and client advisory. Proven track record of delivering exceptional results for high-net-worth and institutional clients, bridging European and APAC markets, and leading high-impact strategic initiatives. Skilled in market analysis, financial modeling, and ESG integration, with a strong ability to translate market insights into actionable investment strategies. Adept at building long-term client relationships, mentoring teams, and driving business growth in highly competitive environments.
Overview
16
16
years of professional experience
Work History
Senior Portfolio Manager
BPC Management
Hong Kong
01.2020 - Current
- Lead cross-regional investment initiatives, identifying strategic opportunities and delivering measurable impact across multiple markets.
- Provide bespoke financial solutions to high-net-worth and institutional clients, enabling portfolio growth and diversification across geographies.
- Navigate dynamic market conditions using macroeconomic insights and advanced valuation techniques to optimize risk-adjusted returns.
- Maintain and expand relationships with key stakeholders, enhancing business development and market connectivity.
- Mentor junior analysts and portfolio associates, fostering a culture of analytical rigor, collaboration, and performance excellence.
- Drove a 25% portfolio growth for top-tier clients through targeted investment strategies over three years.
- Introduced ESG-integrated investment frameworks, positioning the firm as a thought leader in sustainable investing.
- Streamlined cross-regional reporting processes, reducing client reporting time by 30%.
Lead Stockbroker
Barclays
Hong Kong
09.2013 - 12.2020
- Managed a diversified portfolio of 200+ retail and institutional clients, providing tailored investment advice across equities, fixed income, and structured products.
- Developed and implemented trading strategies that delivered an average annual portfolio return increase of 18%.
- Expanded client base by 40% through strategic networking, referrals, and personalized investment solutions.
- Conducted in-depth market and risk analysis to guide client asset allocation decisions and global market entry strategies.
- Organized high-profile investor events and webinars, enhancing client engagement and brand visibility.
- Trained and mentored junior brokers, strengthening team capability and adherence to compliance standards.
- Consistently exceeded revenue targets, achieving 130% of annual benchmarks for three consecutive years.
- Recognized with internal awards for client service excellence and innovative investment strategies.
Junior Stockbroker
Barclays
Manchester
08.2010 - 08.2013
- Supported senior brokers in portfolio management, trade execution, and market research to inform investment decisions.
- Produced detailed financial reports and client presentations, highlighting trends, risk factors, and performance insights.
- Conducted company-level and macroeconomic research to strengthen analytical recommendations.
- Achieved Series 7 and Series 63 certifications within the first year, demonstrating regulatory proficiency.
- Contributed to team initiatives to optimize client onboarding, reducing setup time by 22%.
Education
Master of Science - Finance
07.2010
Skills
- Investment & Risk Management
- Benchmark-relative performance management
- Risk budgeting
- Fundamental analysis
- Long-term valuation methodologies
- Macroeconomic analysis
- Market cycle evaluation
- ESG integration
- Stewardship principles
- Technical Expertise
- Financial modeling
- DCF
- Relative valuation
- Scenario analysis
- Performance attribution
- Portfolio analytics
- Advanced Bloomberg proficiency
- FactSet proficiency
- Excel proficiency
- Leadership
- Client Focus
- Institutional client relationship management
- Reporting
- Investment committee participation
- Governance
- Team leadership
- Mentorship
- Analyst development
Timeline
Senior Portfolio Manager - BPC Management
01.2020 - Current
Lead Stockbroker - Barclays
09.2013 - 12.2020
Junior Stockbroker - Barclays
08.2010 - 08.2013
University of Manchester - Master of Science, Finance