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We are dedicated to identifying high-quality differentiated investment propositions from Asia and around the world that help to address the risk and return objectives of each of our clients.
Based in Hong Kong, Roger leads the Investments team throughout the entire region, including asset allocation, product advice, and execution across capital markets and managed investments.
Previously, he was Head of Managed Investments (MI) & Advisory for Citi Private Bank in Asia Pacific, overseeing all MI product sales, Citi Investment Management (CIM) origination and sales and regional MI product administration. He was also responsible for co-ordinating regional activities associated with traditional funds research, alternatives research, operational due diligence and CIM portfolio management.
Roger has 24 years of experience within the asset management industry. He spent the first ten years of his career with JPMorgan Asset Management and its predecessor companies working in Asia, the UK and Continental Europe, in various relationship management, equity analysis and portfolio management positions. In 2003, he joined a prominent UK family office to set up and manage a substantial multi- asset-class investment program, comprising mainly equities, fixed income, commodities, hedge funds and private equity. In 2004, he joined UBP where, as Head of Hedge Fund Business in London, he helped build a multi-billion dollar discretionary and advisory customized hedge fund business targeting UHNWs, family offices, institutions and sovereign wealth funds. He joined Citi in 2010.
Roger holds an honors degree, postgraduate diploma and an MBA in International Financial Services from the University of London. He holds the Certified Private Wealth Professional designation and also holds the Investment Management Certificate, HKSI Practising Certificates in Securities and Asset Management, and HKSI Specialist Certificates in Securities and Asset Management. He was an authorized investment manager and advisor with the Financial Services Authority in the UK for over 11 years, and is currently registered with the Hong Kong Monetary Authority as Executive Officer, responsible for securities dealing, securities advising and asset management.