Alan

Results-driven investment professional with 16+ years of progressive experience in asset management, portfolio management, investment risk, financial modeling, and team leadership. Managing multi-asset portfolios, leading pre-deal due diligence, designing asset allocation strategies, and overseeing alternative investments, fixed income, equities, and derivatives. Strong actuarial foundation with deep expertise in risk management, regulatory compliance, and cross-functional stakeholder engagement across global and APAC markets.

Investment Director at Life Tong Investment Company Ltd (2016-07 – Present)

Lead and manage a 7-member investment team overseeing multi-asset portfolios across HKD/USD, including equities, fixed income, swaps, futures, private credit, crypto, and real estate for a family-owned portfolio with AUM USD 2bn (Family Office).

• Lead and manage a 7-member investment team overseeing multi-asset portfolios across HKD/USD, including equities, fixed income, swaps, futures, private credit, crypto, and real estate
• Develop and implement strategic asset allocation and hedging strategies to optimize risk-adjusted returns while controlling volatility, liquidity, and concentration risk
• Lead end-to-end pre-deal due diligence for investments and acquisitions, evaluating structure, leverage, valuation, downside scenarios, and portfolio impact
• Design and maintain financial models for risk measurement, investment evaluation, stress testing, and performance monitoring
• Provide compliance and risk advisory support for APAC electronic and algorithmic trading activities
• Collaborate with C-level executives to develop long-term financial plans and investment policies
• Manage digital platform development for product distribution and client solutions
• Engage with board-level stakeholders and senior contacts across Mainland China and APAC markets

Portfolio Manager at AIA Hong Kong (2013-01 – 2016-07)

Monitored global and local macroeconomic trends and regulatory frameworks to develop and implement robust investment strategies. Conducted investment deal sourcing and relative value analysis for new and secondary market issuances.

• Monitored global and local macroeconomic trends and regulatory frameworks to develop and implement robust investment strategies
• Conducted investment deal sourcing, market updates, and relative value analysis for new and secondary market issuances
• Developed portfolio analytics systems to monitor sector and issuer risk and minimize credit impairments
• Performed regular fund mandate compliance reviews and investment risk oversight
• Maintained strong relationships with banking counterparts for market intelligence, fund flow monitoring, and deal flow
• Continuously enhanced risk monitoring frameworks and updated credit and risk management procedures in line with internal policies and regulatory requirements

Portfolio Manager at Bank of China Group Life Assurance Company Limited (2011-01 – 2013-01)

Managed HK/QFII/RQFII equity portfolios with aggregate AUM of USD 320 million. Developed a quantitative model for RQFII Equity Retail Fund focusing solely on the Shenzhen market, which outperformed the Shenzhen Composite Index by 13.4% in the first trading year.

• Manage HK/QFII/RQFII equity portfolios with aggregate AUM of USD 320 million
• Developed a quantitative model for RQFII Equity Retail Fund, which is the first-ever fund focusing solely on the Shenzhen market (including Main, SME, and Chi Next boards) in Hong Kong. It outperformed the Shenzhen Composite Index by 13.4% in the first trading year
• Regularly visited and met with over 150 listed companies' IR and senior management to evaluate their business development, growth potential, and intrinsic value
• Developed rebalancing strategies to minimize risk exposures
• Designed and maintained financial models to identify and measure risks
• Established and checked coding procedures, monitored reports, and updated internal files
• Supported the financial director with special projects and additional job duties
• Created and managed financial models to evaluate corporate investments and acquisitions
• Created financial dashboards to provide insights into key performance indicators

Actuarial Analyst at HSBC (2010-01 – 2011-01)

Performed benefit calculations for retirement and terminated vested. Evaluated adequacy and competitiveness of current pricing models for personal insurance products.

• Performed benefit calculations for retirement and terminated vested
• Evaluated adequacy and competitiveness of current pricing models for personal insurance products
• Collected, analyzed and reviewed required reporting forms and corresponded with internal sources on compliance and legislation
• Provided statistical analysis of how proposals would impact profitability and competitiveness
• Prepared presentations and reports outlining findings and recommendations
• Ascertained premium rates required and cash reserves and liabilities necessary to pay future benefits
• Gained extensive knowledge in data entry, analysis and reporting
• Demonstrated creativity and resourcefulness through the development of innovative solutions
• Performed actuarial valuations, reserve calculations, and product pricing analysis for personal insurance lines
• Analyzed profitability, capital adequacy, and compliance with regulatory standards
• Prepared statistical reports and presentations to support product development and risk decisions
• Evaluated liability adequacy and supported balance sheet risk management

MSc in Actuarial Management – University of Kent (2009-09 – 2010-06)

Exchange in Chinese Culture – Tsinghua University (2009-05 – 2009-09)

BSc in Actuarial Science – Heriot-Watt University (2006-09 – 2009-05)

A Level in A Level – Downside School (2007 – 2009)