Greater Sydney Area
Leveraging HSBC’s global presence, I partner with HNW/UHNW clients to develop globally diversified portfolios aligned to their long-term objectives, risk tolerance and investment preferences. My focus is on strategic asset allocation, portfolio construction and translating macroeconomic and cross-asset insights into disciplined investment strategies across equities, structured products, fixed income, alternatives, real assets and managed funds. I work closely with clients to optimise portfolio positioning through changing market conditions, balancing growth, income generation, capital preservation, liquidity and risk management. By combining global market perspectives with a tailored approach, I help clients build resilient portfolios designed to achieve sustainable long-term outcomes.
Responsible for the acquisition and growth of investment and margin lending solutions for wholesale clients across the advised, HNW and wholesale clients. Partnered with clients and advisers to originate and structure margin lending facilities including short-form loans and portfolio lines of credit across equities, managed funds, SMAs and derivatives. Delivered bespoke funding solutions to support portfolio growth, liquidity needs and capital deployment strategies. I leverage capital and derivatives within portfolio strategy to enhance outcomes, underpinned by disciplined risk management and a strong focus on capital efficiency.
Lead and manage growth and acquisition for digital Cards & PIL through aggregators.