China’s Markets and Identifying the Right Investment Strategies

Yi Wang is the Managing Director and Head of Quantitative Investment at CSOP Asset Management Ltd. He oversees all ETF product investment activities including Equity ETFs, Leveraged and Inverse ETPs, Money Market Fund ETFs and Fixed Income ETFs. He also oversees the active Fixed Income portfolio management. He is a voting member of the CSOP investment committee and deputy chairman of CSOP responsible investment committee. Prior to joining CSOP, Yi worked for Redington LLP (London) focusing on UK and EU pension/insurance investment solutions. He graduated from University College of London with a major in Mathematics and CASS Business School with master’s degree in Actuarial Science.

Investment professional with 35+ years experience of buy and sell side of the banking businesses. I have managed numerous strongly performing investment and advisory teams in large banks in Europe and more recently in Asia and the Middle East. I have built businesses from scratch and successfully restructured businesses. I have had links with Asia and particularly Singapore since 1999 when I managed money for the GIC, Hong Kong Jockey Club and Brunei government. The core of my career was the 11 years at JPMorgan where I made Managing Director. On the buy side I have worked for asset management firms (e.g. JPMorgan) and private banks (Barclays, Merrill Lynch, Coutts, Emirates NBD and NBAD). I have a reputation for making bold calls on the markets. I made major bear calls on equity markets in 1987, at the top of the tech boom and the financial crisis in August 2007, and a bull call on equity markets on March 17th 2009. I have been a high profile with the media regularly appearing in the printed press and on TV. I often speak at conferences and provide industry thought leadership on a number of macro and investment topics. In the past I made a presentation to the European Parliament on the outlook for asset markets after the introduction of the euro. I am highly regarded for my team leadership, the rigour and intellect I bring to the investment process, my attention to governance and ethics, and my affinity with clients in presentations and meetings. I was voted Private Banker of the year 2015 (MENA) from Wealth Briefing.

At Hywin International, Ms Jessica Xu serves as Senior Investment Strategist, with expertise in three areas: conducting in-depth macroeconomic research and formulating investment insights; designing diversified global investment portfolios for ultra-high-net-worth (UHNW) clients across various asset classes, including equities, fixed income, foreign exchange, structured products, funds, and alternative assets; and presenting strategic asset allocation recommendations and tactical investment ideas to External Asset Management (EAM) relationship managers and their clients. With extensive experience in multi-asset investment advisory and portfolio management, Jessica caters to the sophisticated investment needs of ultra-high-net-worth clients throughout the APAC region. Prior to joining Hywin, she held senior roles at several prestigious private banks and wealth management firms. At Rothschild Wealth Management Hong Kong. Jessica was the primary investment professional responsible for the comprehensive investment requirements of Asian clients. She then served as Senior Investment Counselor at EFG Bank, focusing on ultra-high-net-worth clients in Greater China. Earlier, Jessica was Senior Portfolio Manager at BSI Bank, deftly managing clients' Discretionary Portfolio Management mandates. Jessica's expertise, experience, and client focus make her a trusted guide for UHNW clients throughout market cycles.

Gareth Nicholson joined Nomura in July 2021 as Chief Investment Officer and Head of Discretionary Portfolio Management for International Wealth Management. He is based in Singapore. Gareth works closely with Nomura’s Global Markets and Investment Banking businesses to expand the firm’s product offerings and spearhead a streamlined, solutions-driven coverage effort for high-net-worth clients, external asset managers and family offices. With a strong institutional investment background, he creates and manages DPM strategies for fixed income, equity and multi-asset portfolios, while providing risk management support. Gareth has over 16 years of experience in financial markets. Prior to Nomura, he was Head of Fixed Income DPM at Bank of Singapore, where he was also a member of its investment committee. Before that, he was with Aberdeen Standard Investments for almost 10 years as a fixed income trader and an Asian credit portfolio manager. He began working in finance in 2004 as a derivatives specialist with Deutsche Asset Management after an early career as a mathematics teacher. Gareth holds a BSc in Financial Mathematics from the University of Johannesburg. He was born and raised in East London, South Africa.

Based in Hong Kong, Jasmine helps to formulate the investment strategy for RBC Wealth Management Asia and translates that into solutions for our clients. She is a member of the Global Portfolio Advisory Committee and Asian Investment Committee, which establish the asset allocation mix for our clients worldwide and in Asia. She is a regular contributor to the group’s Global Insight publication. Jasmine joined RBC Wealth Management Asia in March 2018. Prior to that, she was with UOB Kay Hian (HK), where she was an equity research analyst covering China and Hong Kong financial stocks as well as small & mid-cap stocks. Jasmine started her career at Asia Financial Holdings Ltd., where she managed a Hong Kong equities proprietary trading portfolio for the group. Jasmine holds a Master’s Degree in Finance from the Chinese University of Hong Kong.

Jaye Chiu is the Head of Investment Products & Advisory for Bank of East Asia, overseeing all investment products and advisory services provided to personal, high-net-worth, corporate and institutional clients across the Bank’s Personal Banking, Private Banking, Corporate Banking and BEA China. In particular, Jaye and his teams have been focusing on adopting technology-driven and cross-border wealth management solutions to benefit BEA’s clients within the region. Previously, Jaye worked as Managing Director, Regional Head of Investment for Bank of Montreal (BMO) Private Bank in Asia and Senior Managing Director, Head of Investment Hong Kong at EFG Bank AG. Prior to these roles, Jaye also held other senior roles in HSBC Private Bank, BNP Paribas Wealth Management and UBS Wealth Management. Jaye graduated with honors from Tepper School of Business - Carnegie Mellon University in the United States of America. He is a CAIA (Chartered Alternative Investment Analyst), CIWM (Certified International Wealth Management Diploma) and CPWP (Certified Private Wealth Professional) charter holder. Based in Hong Kong since 2004, Jaye speaks regularly at financial industry conferences and acts as a judge for various awards within the financial industry in Asia. Jaye participates actively in community service and is involved in mentoring younger generations. Jaye is an Honorable Mentor and Advisor to Hong Kong Federation of Business Students (HKFBS), a student body representing the top universities in Hong Kong. Jaye was invited to mentor London School of Economics (LSE) students for the past five years through Hong Kong Public Affairs and Social Service (HKPASS) society. Additionally, Jaye is a Director & Public Image Chairman of the Rotary Club of the Peak, which focuses on local community service projects. Jaye is married with two daughters. He is an avid snowboarder, a competitive swimmer and a concert violinist certified by The Royal Conservatory of Music.

Investment professional with 35+ years experience of buy and sell side of the banking businesses. I have managed numerous strongly performing investment and advisory teams in large banks in Europe and more recently in Asia and the Middle East. I have built businesses from scratch and successfully restructured businesses. I have had links with Asia and particularly Singapore since 1999 when I managed money for the GIC, Hong Kong Jockey Club and Brunei government. The core of my career was the 11 years at JPMorgan where I made Managing Director. On the buy side I have worked for asset management firms (e.g. JPMorgan) and private banks (Barclays, Merrill Lynch, Coutts, Emirates NBD and NBAD). I have a reputation for making bold calls on the markets. I made major bear calls on equity markets in 1987, at the top of the tech boom and the financial crisis in August 2007, and a bull call on equity markets on March 17th 2009. I have been a high profile with the media regularly appearing in the printed press and on TV. I often speak at conferences and provide industry thought leadership on a number of macro and investment topics. In the past I made a presentation to the European Parliament on the outlook for asset markets after the introduction of the euro. I am highly regarded for my team leadership, the rigour and intellect I bring to the investment process, my attention to governance and ethics, and my affinity with clients in presentations and meetings. I was voted Private Banker of the year 2015 (MENA) from Wealth Briefing.

Gareth Nicholson joined Nomura in July 2021 as Chief Investment Officer and Head of Discretionary Portfolio Management for International Wealth Management. He is based in Singapore. Gareth works closely with Nomura’s Global Markets and Investment Banking businesses to expand the firm’s product offerings and spearhead a streamlined, solutions-driven coverage effort for high-net-worth clients, external asset managers and family offices. With a strong institutional investment background, he creates and manages DPM strategies for fixed income, equity and multi-asset portfolios, while providing risk management support. Gareth has over 16 years of experience in financial markets. Prior to Nomura, he was Head of Fixed Income DPM at Bank of Singapore, where he was also a member of its investment committee. Before that, he was with Aberdeen Standard Investments for almost 10 years as a fixed income trader and an Asian credit portfolio manager. He began working in finance in 2004 as a derivatives specialist with Deutsche Asset Management after an early career as a mathematics teacher. Gareth holds a BSc in Financial Mathematics from the University of Johannesburg. He was born and raised in East London, South Africa.

Based in Hong Kong, Jasmine helps to formulate the investment strategy for RBC Wealth Management Asia and translates that into solutions for our clients. She is a member of the Global Portfolio Advisory Committee and Asian Investment Committee, which establish the asset allocation mix for our clients worldwide and in Asia. She is a regular contributor to the group’s Global Insight publication. Jasmine joined RBC Wealth Management Asia in March 2018. Prior to that, she was with UOB Kay Hian (HK), where she was an equity research analyst covering China and Hong Kong financial stocks as well as small & mid-cap stocks. Jasmine started her career at Asia Financial Holdings Ltd., where she managed a Hong Kong equities proprietary trading portfolio for the group. Jasmine holds a Master’s Degree in Finance from the Chinese University of Hong Kong.

Yi Wang is the Managing Director and Head of Quantitative Investment at CSOP Asset Management Ltd. He oversees all ETF product investment activities including Equity ETFs, Leveraged and Inverse ETPs, Money Market Fund ETFs and Fixed Income ETFs. He also oversees the active Fixed Income portfolio management. He is a voting member of the CSOP investment committee and deputy chairman of CSOP responsible investment committee. Prior to joining CSOP, Yi worked for Redington LLP (London) focusing on UK and EU pension/insurance investment solutions. He graduated from University College of London with a major in Mathematics and CASS Business School with master’s degree in Actuarial Science.

At Hywin International, Ms Jessica Xu serves as Senior Investment Strategist, with expertise in three areas: conducting in-depth macroeconomic research and formulating investment insights; designing diversified global investment portfolios for ultra-high-net-worth (UHNW) clients across various asset classes, including equities, fixed income, foreign exchange, structured products, funds, and alternative assets; and presenting strategic asset allocation recommendations and tactical investment ideas to External Asset Management (EAM) relationship managers and their clients. With extensive experience in multi-asset investment advisory and portfolio management, Jessica caters to the sophisticated investment needs of ultra-high-net-worth clients throughout the APAC region. Prior to joining Hywin, she held senior roles at several prestigious private banks and wealth management firms. At Rothschild Wealth Management Hong Kong. Jessica was the primary investment professional responsible for the comprehensive investment requirements of Asian clients. She then served as Senior Investment Counselor at EFG Bank, focusing on ultra-high-net-worth clients in Greater China. Earlier, Jessica was Senior Portfolio Manager at BSI Bank, deftly managing clients' Discretionary Portfolio Management mandates. Jessica's expertise, experience, and client focus make her a trusted guide for UHNW clients throughout market cycles.