Expériences professionnelles
Global partnership & business development director
HANetf Limited , London
De Janvier 2022 à Aujourd'hui
• Develop and manage a portfolio of product partnerships including asset managers and index providers from North America, EMEA and Asia for HANetf’s product pipeline.
• Lead the distribution of HANetf strategies in Asia-Pacific including China, India, Japan, Korea, Taiwan, Singapore and Thailand.
Executive director, global etf strategy
Krane Funds Advisors , New york
De Mars 2019 à Septembre 2021
• Established KraneShares business in Asia-Pacific and raised USD 500 million in two and a half years.
• Formulated distribution strategies targeting regional institutional investors in Hong Kong, Singapore, China, Japan, Korea, Taiwan, Malaysia, Thailand and Australia including asset management firms, insurance companies, family offices, private banks, hedge funds and pension funds.
• Developed and executed global product strategies together with London and New York product teams.
• Led product origination and development for feeder funds/fund of funds with asset managers in Asia.
• Developed business partnership opportunities in Asia including white-labelling, joint marketing initiatives and fund registration opportunities.
• Served as the primary spokesperson for KraneShares in regional conferences and webinars.
Head of index & quantitative investment
ICBC Credit Suisse Asset Management , 0
De Avril 2017 à Mars 2022
• Established international ETF business for ICBC Credit Suisse including strategic planning, product development, operations, capital market and distribution strategies in Europe, United States and Canada.
• Successfully launched company’s first UK, US and Canada-listed ETFs partnering with WisdomTree.
• Cultivated strong partnerships with distributors, product partners, authorized participants (APs), market makers, trustees, custodian banks, index providers, exchanges and other service providers across Europe.
• Led UCITS fund distribution targeting European institutions including private banks, asset management firms, insurance companies, family offices and fund of funds.
• Successfully raised USD 100 million for a UCITS ETF with investors from UK, Germany, Italy, Switzerland and the Netherlands.
• Served as CSSF-approved UCTIS fund director and Responsible Officer/MIC under Hong Kong SFC regime.
Head of etf
China Asset Management (Hong Kong) , 0
De Juillet 2015 à Avril 2017
• Managed overall index and ETF business including business development, product strategy, operations, capital market for 13 ETFs listed in Hong Kong, Japan and United States with a total AUM of USD 3 billion.
• Oversaw capital market function including daily creation/redemption, AP/MM management, sourcing seed capital for new product launch, liquidity analysis and crisis management (e.g. suspension of stocks).
• Successfully launched 7 ETFs in Hong Kong and raised USD 500 million in key Asian markets including Hong Kong, Singapore, China, Japan, Korea, Taiwan, Malaysia and Thailand.
• Maintained close partnerships with US ETF issuers Van Eck Global and Direxion and oversaw the management and promotion of 3 US-listed ETFs and 6 HK-listed leveraged/inverse ETFs.
Associate director
Value Partners Limited , 0
De Octobre 2013 à Juillet 2015
• Oversaw company’s business and product development for 7 ETFs listed in Hong Kong.
• Maintained institutional client relationships and partnerships in multiple Asian markets including Hong Kong, Taiwan, Korea, Malaysia and Thailand.
• Managed product development process including regulatory filings and legal documentations for new and existing ETF listings through active coordination with company legal, external lawyer, participating dealers, market makers, trustee, custodian, listing agent, HKEx and SFC.
• Facilitated in daily creation/redemption process and cultivated strong relationships with authorized participants, market makers and custodian bank.
Business development manager
BOCI-Prudential Asset Management , 0
De Août 2011 à Avril 2013
• Successfully doubled departmental AUM from 1 to 2 billion USD in 18 months as the sole BD manager by actively engaging with institutional clients in Asia-Pacific to promote all ETF products.
• Led a team of four to develop and maintain institutional client relationships in multiple Asian markets including Hong Kong, Taiwan, Korea, Japan, Malaysia, Thailand and Australia.
Formations complémentaires
MBA
The Hong Kong University of Science and Technology
2011 à 2013
Bachelor of Arts
CUHK - Translation
2002 à 2005
Parcours officiels
Langues
Allemand - Technique
Anglais - Courant
Chinois - Langue maternelle
Français - Technique
Japonais - Technique