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.
Events
The latest articles from Roger Bacon
Asian Wealth Management Forum 2016
We were delighted to host our 6th annual event in Hong Kong for the regional wealth management industry. Around 300 senior individuals attended – including CEOs, senior management, product gatekeepers and business unit heads in technology, compliance, operations, risk and advisory from the...
May 17, 2019Citi Private Bank February 6, 2020
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