Vice President, Distribution

Result: 2013 → $0 | 2014 → breakeven | 2015 → 164% ROE.
	Best in Asian institutional sales by Revenue. Best across all Asian business by New client revenue.

Director

• Singapore company dedicated to providing advisory services to select number of Forbes individuals.
• Management consulting project in the Energy market, specifically Oil Refinery business.
• Advised owner of one of very few Russian 2.5mio tonnes coastal refineries (most of other refineries are located 1000 – 2000 km away from port). An important advantage was that the port is owned by the Company.

Vice President, Distribution

• Hired to build the Asian commodities flow desk by Head of Asia (Peter Rozenauers) in 2009.
• Revenue just over $6mio in 2011 – representing over 50% year-on-year growth. $4.5mio in 2012.
• Business model snapshot: Asian physical commodities dynamics = valuable themes = relationship with senior fund managers = trade idea execution at high margin. And: sharp value-add coverage to Asian clients and connection to senior Western PMs.
• Phase 1 focus: funds & institutional clients (central banks, sovereigns, private banks). We ran this business with an FX model: energetic communication, sharp execution, content-driven (trade ideas). Added relationships with senior portfolio managers, particularly as top tier funds began migrating to Singapore. Responsible for Taiwan coverage in Asia. Overseeing Chinese sales team to improve quality of relationships and flow coverage with Chinese trading houses / corporates.
• Phase 2 focus: understanding physical commodity client businesses, particularly China and Central Asia/CIS. Added business development responsibilities for China and Central Asia. Organised personalized business trips for senior institutional decision makers to Shanghai and other parts of China, Kazakhstan, Kiev, Moscow and Urals.
• Proximity to businesses in China through strong flow execution and repo financing. 
• Product focus: 30% Base, 30% Precious metals, 25% Energy, 15% Agriculture

Director

• Innovative biotechnology small-cap started by the Family. Focus on affordable Personalised Medicine.
• Role: investor relations, management reporting, business strategy.
• Projects: lead negotiations and due diligence in growth financing deal; expanded company operations in Asia.

Senior Associate, Commodities trading desk

A fast-paced role as one of the original five person team that started a commodities business at UBS. Recipient of the UBS Thank You Award for outstanding contribution to business development.

(London-2004)

• Foundation in trading: kept track of risk/positions across the curve in a very active market, option expiries, responsible for all FX hedging, developed middle office systems, risk-managed Asia books.
• Served a wide range of entities: Key Private Clients as well as their Fund and Corporate interests.

(Singapore-2007):

• Mandate to grow the Base and Precious metals franchise among Asian asset managers, particularly UBS Wealth Management.
• Management: directly responsible for a team of 4 juniors on the desk. Managed the due diligence process to open all desk client accounts and effective coordinator of all support functions for the desk (legal, credit, back office, on-boarding etc).

(Switzerland-2006):

• planned and delivered a two-months long marketing roadshow to UBS Key Private Clients across Switzerland to develop regional investment flows.
• Delivered an education programme to senior clients together with their private bankers in London, Switzerland and New York.

Shanghai (June 2004 – June 2005), Fixed Income

• Sole responsibility for a UBS business development project in Shanghai. Gathered key market intelligence and was responsible for building relationships among key market players. The project culminated in a successful UBS expansion in Shanghai.

Associate

Assistant legal position in Corporate & Trusts division of Magic Circle international law firm.

Continuous Professional Training

Advanced stage of 4 weeks continuous applied finance education in Hong Kong. Course was lead by Dr. Joe Troccolo (http://noscopartners.com/who-we-are), a former trader at the renowned O’Connor & Associates, largest market maker in the financial options in the U.S. in the 1980’s.

Examinable modules were: Optionality, Portfolio Analysis, Energy Markets, Advanced Derivatives, Capital Markets.

Diploma in Chinese Language

Satisfied my curiosity by completing the official language course at the famous Jiao Tong University. Jumped to 3rd level after first month. Spoken Chinese exam above 90%.

Most importantly, was accepted as the only foreigner in the famous university basketball team which was previously home to Yao Ming. Shared the dormitory with my team mates. National competition travel. I spent all day, every day with my team mates being the only foreigner and am infinitely grateful to have learned so much about Chinese people.

Master of Science (M.Sc.) in Law and Finance

Focused on European Union commercial law, specifically to what extent anti-monopolistic regulation reflects financial theory. Final dissertation analysed the then newly created Credit Default Swaps.

Financed the entire degree and my living expenses myself through freelance programming work.

Special Course in the Law of Evidence

Focus on Forensics and Evidence in legal proceedings. Interesting course developing attention to detail.

Bachelor of Laws (LL.B.)

Exciting degree involving analysing 20 legal cases per day and learning to understand complex judgements by thinkers like Lord Denning. Initially learned to structure and present arguments in writing, later to present in person.

Later focused on analysing Trust and Property law as well as European Union law.

Konrad Adenauer Scholarship recipient.

Research Assistant to Professor Sir Christopher Greenwood

A – levels, Mathematics, Economics, 4 Languages

Full Scholarship recipient. My first “deal”: at age 16, I suggested and justified the creation of a scholarship worth £50,000.