Profile:
Roger Bacon is a managing director and head of managed investments (mi) & advisory for Citi Private Bank for Asia Pacific ex-Japan. Based in Hong Kong, Roger oversees all MI product sales, Citi Investment Management (CIM) origination and sales and regional MI product administration. He is also responsible for coordinating the regional activities associated with traditional funds research, alternatives research, operational due diligence and CIM portfolio management through a matrix reporting line.
Roger has over 23 years of experience within the asset management industry. He spent the first 10 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 programme, 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 customised hedge fund business targeting UHNWs, Family Offices, Institutions and SWFs.
Roger holds an Honors degree, Postgraduate diploma and MBA in International Financial Services from the University of London. He 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 authorised 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.
Articles
The latest articles from Roger Bacon
Redefining the meaning of 'advice' in Asian private banking Citi Private Bank is trying to drive a proper asset allocation and risk management mind-set to managing client portfolios. If it can create the kind of success with this approach it expects to, the concept of advice will finally start to have more meaning, says Roger Bacon..
November 16, 2015 Roger Bacon of Citi Private Bank November 16, 2015
The 60-second rule to wooing a top product gatekeeper
November 16, 2015 Roger Bacon of Citi Private Bank November 16, 2015
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