Jack Winchester
SENIOR PORTFOLIO MANAGER
Hong Kong
Summary
Accomplished Senior Portfolio Manager with 14 years of expertise in global equity markets. Proven track record in transitioning from rigorous fundamental research as a Junior Analyst to managing complex, multi-asset portfolios in high-growth environments. Expert in navigating the regulatory landscapes of the UK and Hong Kong to deliver consistent risk-adjusted returns for institutional and private clients.
Overview
16
16
years of professional experience
Work History
Senior Portfolio Manager
BPC Asset Management
Hong Kong
01.2021 - Current
- Managing high-conviction equity portfolios with a focus on long-term capital appreciation and risk mitigation.
- Leading investment committee meetings to determine asset allocation across Asian and Global markets.
- Executing complex trading strategies while ensuring full adherence to regional regulatory frameworks.
Portfolio Manager
HSBC
Hong Kong
01.2017 - 01.2021
- Relocated to Hong Kong to lead equity portfolio management for a growth-focused desk, leveraging deep integration with regional markets.
- Utilized bottom-up fundamental analysis to identify undervalued opportunities in the technology and consumer discretionary sectors across Pan-Asia.
- Strengthened institutional relationships by providing transparent, data-driven performance attribution and market intelligence.
Senior Stockbroker
Charles Stanley & Co. Limited
London, UK
01.2014 - 01.2017
- Relocated to 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.
Junior Analyst (Promoted to Equity Analyst)
AJ Bell
Manchester, UK
01.2010 - 01.2014
- 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 utilized by the firm’s investment committee for fund allocation.
Education
BSc (Hons) - Finance and Economics
01.2010
- Core coursework: Quantitative Finance, Advanced Macroeconomics, and Econometric Theory.
- GPA: First Class Honours
Skills
- Discretionary Portfolio Management
- Advisory Portfolio Management
- Asset Allocation
- ESG Integration
- Bloomberg Terminal
- DCF Modeling
- FactSet
- SQL for Finance
- CISI Level 7
- HKSI Types 1 & 4
- LSE
- HKEX
- China Connect
- NYSE
- NASDAQ
Expertise And Skills
Discretionary/Advisory, Asset Allocation, ESG Integration, Bloomberg Terminal, DCF Modeling, FactSet, SQL for Finance, CISI Level 7 (UK), HKSI Types 1 & 4 (Hong Kong), LSE, HKEX, China Connect, NYSE/NASDAQ
Timeline
Senior Portfolio Manager - BPC Asset Management
01.2021 - Current
Portfolio Manager - HSBC
01.2017 - 01.2021
Senior Stockbroker - Charles Stanley & Co. Limited
01.2014 - 01.2017
Junior Analyst (Promoted to Equity Analyst) - AJ Bell
01.2010 - 01.2014
The London School of Economics (LSE) - BSc (Hons), Finance and Economics