Singapore
Business development across the region, delivering private market (private equity, private credit, real estate, real estate debt, infrastructure and natural capital) and public market investment solutions to institutional investors, family offices, and ultra-high-net-worth clients. With over 33 years of financial services experience, I specialize in crafting strategies that align with the unique goals of sophisticated investors, from private credit and real estate to sustainable and multi-asset portfolios. Based in Singapore for over two decades. Let’s connect.
Develop and implement a comprehensive sales strategy for Fiera Capital investment solutions in Asia, ex Japan and Korea, identifying growth opportunities and monitoring market trends. Build and nurture relationships with institutional investors, HNWIs, family offices, and third-party distributors in the region. Promote a wide range of Fiera Capital investment solutions (Private & Public Markets), collaborating with product development and marketing teams to tailor offerings to client needs. Fiera Capital Private Market Capabilities: Private Equity, Infrastructure, Real Estate, Private Credit and customised solutions. Fiera Capital Public Market Capabilities: Global, US, Canada, Emerging & Frontier Equities. Multi-Asset Income.
• Manage a team of 9 Investment Professionals based in Singapore and Hong Kong. • Responsible for Sales & Marketing of all Managed Solutions (mutual funds, exchange traded funds, hedge funds, private equity & discretionary portfolios) and investment products available through the Bank Julius Baer platform. • Client base includes over 300 Singapore & Hong Kong based Bank Julius Baer Relationship Managers. • Provide proactive investment advice and portfolio solutions in order to fulfil our high net worth client risk profiles. • Weekly contributor and featured presenter at internal sales meetings.
• Responsible for managed Product Sales (Traditional, Hedge and Private Equity Funds) across North and South Asia - China, Hong Kong, Taiwan, Philippines, Indonesia, Thailand, Malaysia, Singapore, Australia and India • Oversee the Sales & Marketing support team of over 200 Merrill Lynch Private Wealth Managers (PWMs). • Created and implemented investment portfolios across all asset classes to PWMs and clients. • Maintain direct contact with end clients to provide market outlook and portfolio adjustments. • Host, Moderator and Presenter at semi-annual ‘Year Ahead’ and ‘Mid-Year Review’ client seminars. • Managed and supervised junior investment professionals.
• Managed all global sales & marketing activities to existing and prospective high net worth and institutional clients in the United States and Internationally. • Update and enhance the accuracy of a contact database of over 8,000 accredited investors. • Platform research, due diligence and contract negotiations with prospective single strategy hedge funds and fund of hedge funds. • Manage and supervise two junior investment professionals.