Finding value in China – investment strategies for the year ahead

Barbara is an ETF strategist providing ETF investment solutions to intermediary clients including brokers, private banks and family offices in Hong Kong. Barbara is also part of a team responsible for developing sales strategy and strategic partnerships with intermediaries in Hong Kong. Prior to joining CSOP, she worked at UBS Asset Management, BMO Capital Markets and Morgan Stanley Private Bank on multiple roles.

Drawing upon his extensive leadership experience and industry knowledge, Arjan is responsible for the entire products and services offering in Asia and overlooks the regional investment strategy. Arjan started his financial career with Hollandsche Bank Unie (HBU), serving Private, Corporate and Institutional clients within a dealing room environment, and subsequently became Head of Treasury & Special Products Private Clients in the Netherlands. He has over 14 years of experience with ABN AMRO Private Banking, of which more than 7 years were spent in Asia. In early 2006, he relocated to Singapore to take up the position of Regional Head of Treasury & Special Products for Private Banking in Asia with ABN AMRO. With his strong understanding of the needs of Asian clients, Arjan moved to Hong Kong in April 2010 and was appointed Head of Private Banking for North Asia. Following this, he was appointed Head of North Asia at ANZ Private Bank before being appointed Head of Integration for ANZ Retail & Private Wealth Asia in April 2016. Arjan was appointed Head of Markets & Investment Solutions Asia at Indosuez Wealth Management in February 2017. Arjan graduated with a Master of Science in Business Economics from Nyenrode University, the Netherlands.

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.

Jian Shi Cortesi, Investment Director, is a member of the Global Growth Equity team and manages China and Asian equity funds. Prior to joining GAM Investments in May 2010, she worked in research and portfolio management of Asian equities for a regional wealth management firm in the United States. She started her career as an assistant editor at Dow Jones in Beijing. Jian Shi holds a bachelor's degree in International Business from Beijing Foreign Studies University in China and an MBA from the University of Tennessee in the United States. She is a CFA charterholder and a Certified FRM (Financial Risk Manager) holder. She is based in Zürich.

Jeffrey previously worked at BNP Paribas Wealth Management, UBS AG, Bank of Singapore, ANZ with senior roles in business risk management, business management, products, advisory, sales management and strategic planning. In BNP Paribas, Jeffrey demonstrated excellent leadership skills both in business acumen and ability to effectively develop and manage the global business risk management. From a regional business management perspective, he has also excelled in strategy thinking and develop global functional standards and operation framework. In UBS, Jeffrey was a director focused on all aspects of the business management within Investment Product and Services. He was nominated as the top business manager by absolute revenue amount the advisory services of UBS and was awarded with the CEO Asia Pacific Award in 2014 for the Best Partnership Awards of Banking Products APAC. He has also orchestrated and pioneer the development of platform solutions for Banking Products APAC. In Bank of Singapore, Jeffrey was instrumental to develop and cascading the Greater China’s strategy/mission statement and implement appropriate rewards and recognition and coaching to align personal, business and platform with company goals, including growth of asset under management and collaboration with OCBC. In Australia and New Zealand Banking Group, Jeffrey was involved in business management role in Commercial Banking for Hong Kong. He also spearheaded the collaboration with Trade Finance, Cash Management and Global Markets to proliferate the RMB products liberalization to realize the Bank’s Greater China Strategy.

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.

Jeffrey previously worked at BNP Paribas Wealth Management, UBS AG, Bank of Singapore, ANZ with senior roles in business risk management, business management, products, advisory, sales management and strategic planning. In BNP Paribas, Jeffrey demonstrated excellent leadership skills both in business acumen and ability to effectively develop and manage the global business risk management. From a regional business management perspective, he has also excelled in strategy thinking and develop global functional standards and operation framework. In UBS, Jeffrey was a director focused on all aspects of the business management within Investment Product and Services. He was nominated as the top business manager by absolute revenue amount the advisory services of UBS and was awarded with the CEO Asia Pacific Award in 2014 for the Best Partnership Awards of Banking Products APAC. He has also orchestrated and pioneer the development of platform solutions for Banking Products APAC. In Bank of Singapore, Jeffrey was instrumental to develop and cascading the Greater China’s strategy/mission statement and implement appropriate rewards and recognition and coaching to align personal, business and platform with company goals, including growth of asset under management and collaboration with OCBC. In Australia and New Zealand Banking Group, Jeffrey was involved in business management role in Commercial Banking for Hong Kong. He also spearheaded the collaboration with Trade Finance, Cash Management and Global Markets to proliferate the RMB products liberalization to realize the Bank’s Greater China Strategy.

Drawing upon his extensive leadership experience and industry knowledge, Arjan is responsible for the entire products and services offering in Asia and overlooks the regional investment strategy. Arjan started his financial career with Hollandsche Bank Unie (HBU), serving Private, Corporate and Institutional clients within a dealing room environment, and subsequently became Head of Treasury & Special Products Private Clients in the Netherlands. He has over 14 years of experience with ABN AMRO Private Banking, of which more than 7 years were spent in Asia. In early 2006, he relocated to Singapore to take up the position of Regional Head of Treasury & Special Products for Private Banking in Asia with ABN AMRO. With his strong understanding of the needs of Asian clients, Arjan moved to Hong Kong in April 2010 and was appointed Head of Private Banking for North Asia. Following this, he was appointed Head of North Asia at ANZ Private Bank before being appointed Head of Integration for ANZ Retail & Private Wealth Asia in April 2016. Arjan was appointed Head of Markets & Investment Solutions Asia at Indosuez Wealth Management in February 2017. Arjan graduated with a Master of Science in Business Economics from Nyenrode University, the Netherlands.

Daniel Lam is the Head of Equities and Derivatives Strategy at SCB Wealth Management CIO Team. Prior to joining the Wealth Management department, he was Desk Strategist for Standard Chartered Financial Markets’ Equities Team from June ‘12 to November ‘15. He was an “Institutional Investor” Ranked Derivatives Strategist when he was at Citigroup and Merrill Lynch. He was also a Portfolio Manager for Equity Derivatives and Convertible Bonds at Concordia Advisors, a hedge fund in Singapore. He started off his career at McKinsey in Washington DC. He obtained his MPhil Statistical Science at the University of Cambridge, and BSc Business Mathematics and Statistics at the London School of Economics. Daniel was the World Champion for Amateurs at Speed Chess in 2017. He obtained his Master title from the International Chess Federation at the Chess Olympiad in Baku, 2016

Jian Shi Cortesi, Investment Director, is a member of the Global Growth Equity team and manages China and Asian equity funds. Prior to joining GAM Investments in May 2010, she worked in research and portfolio management of Asian equities for a regional wealth management firm in the United States. She started her career as an assistant editor at Dow Jones in Beijing. Jian Shi holds a bachelor's degree in International Business from Beijing Foreign Studies University in China and an MBA from the University of Tennessee in the United States. She is a CFA charterholder and a Certified FRM (Financial Risk Manager) holder. She is based in Zürich.

Barbara is an ETF strategist providing ETF investment solutions to intermediary clients including brokers, private banks and family offices in Hong Kong. Barbara is also part of a team responsible for developing sales strategy and strategic partnerships with intermediaries in Hong Kong. Prior to joining CSOP, she worked at UBS Asset Management, BMO Capital Markets and Morgan Stanley Private Bank on multiple roles.

Michael has an extensive background in financial services in Asia, Europe and North America. He has been in Asia-Pacific since 1995 – first in Hong Kong for six years, then in Sydney and Singapore, returning to Hong Kong in 2007. Before setting up Hubbis in early 2009, Michael founded Pacific Prospect in 2002 and sold it to global business-to-business publisher Incisive Media in 2006, continuing to serve as Chief Executive Officer until October 2008. Prior to Pacific Prospect, Michael worked for nine years in financial markets publishing. He joined Euromoney Publications in 1993 as the publisher of a quarterly magazine, International Bond Investor. In 1995, Michael joined Thomson Financial Services (now Thomson Reuters) to conceive and launch Finance Asia magazine. While he was Managing Director of Finance Asia, Michael also started the Asian Debt Review, Asian Private Capital Magazine and started the Finance Asia Conference Business. In 1997, Michael founded FIA Limited. Born in North Wales, Michael was head boy of St David’s College Llandudno. He has a degree in Business Administration from Cardiff University. And is married with three children - Reanna, Garett and Tarryn.