Managing Partner
Twenty-two years in institutional asset allocation, previously with a Canadian pension plan and a Hong Kong family office. Leads mandate design and governance reviews.
Team
Every engagement is led by a partner. We do not staff mandates with rotating analysts.
Twenty-two years in institutional asset allocation, previously with a Canadian pension plan and a Hong Kong family office. Leads mandate design and governance reviews.
Fifteen years covering Asia-Pacific equities and private credit. Authors the quarterly outlook and leads sector deep dives.
Former fund operations lead. Responsible for due diligence coordination, custody arrangements and reporting infrastructure.
For tax, legal and regulatory questions we work with the client's existing advisers rather than replacing them. Where a specialist is needed, we coordinate the introduction and stay accountable for the overall workstream.