How long have you worked in fund selection, and what do you enjoy most about the role?
I have worked in fund selection for over 10 years in senior investment leadership roles across banks, family offices, and fintech platforms. What I enjoy most is separating signal from noise, identifying emerging trends early, and selecting products that express those views effectively. At its core, fund selection is about discipline, governance, and understanding how strategies behave across market cycles. The most rewarding part is constructing portfolios that are institutionally robust, risk-aware, and genuinely fit for purpose, in many ways similar to optimizing a financial LEGO set, where each component must work together under stress, not just look good in isolation.
Are there any product gaps in your current offering that you are looking to address in 2026? Why are you looking to add exposure to these investment sectors?
Two areas we are actively assessing for 2026 are commodities and crypto, specifically through active, risk-controlled strategies rather than passive exposure. In commodities, the combination of underinvestment in supply, rising geopolitical fragmentation, and the strategic stockpiling of real assets by sovereigns creates a setup where dispersion and volatility should reward skilled managers. In crypto, the maturation of market infrastructure, improved custody and regulation, and growing institutional participation make active strategies more compelling than directional beta.
Both sectors also intersect with the broader theme of gradual de-dollarization. As countries diversify reserves and seek alternatives to dollar-centric systems, real assets and decentralized networks increasingly play a role as portfolio diversifiers. For allocators, the opportunity lies in disciplined alpha generation rather than headline exposure.
Private markets have seen increased allocations in the wealth space over the past year. How have you expanded your private markets offering, and in which sectors? How has this asset class been received by end clients?
We have expanded private market exposure primarily through private credit, PE secondaries, and select real-asset strategies. The emphasis has been on yield visibility, downside protection, and access to high-quality managers, rather than complexity or headline returns. Client reception has been strong, particularly among UHNW families looking to diversify away from public market volatility and structurally high cash balances. Education and governance have been central to adoption. When clients understand the structure, liquidity profile, and underlying risk drivers, allocations tend to be durable and long term.
Looking ahead to 2026, which key asset allocation calls do you expect to be rewarded, and why?
I expect selective credit, quality equities, and well-structured private markets to be rewarded. In public markets, balance sheet strength and cash flow durability are likely to matter more than broad beta. In private markets, disciplined private credit and real-asset strategies should continue to benefit from attractive entry points and sustained income demand. From an asset allocation perspective, diversification and risk control will be more valuable than aggressive positioning as volatility and dispersion remain elevated.
In the city where you work, which restaurant would you most recommend to visitors, and why?
I would recommend Hong Kong Kowloon Restaurant. It’s off the beaten path in International City and has no Michelin stars or pretension, but it delivers some of the most authentic Cantonese food in the city. For me, it closely resembles the Cantonese cuisine I grew up with in Canada. It’s a reminder that quality and authenticity come from consistency, tradition, and execution.
Outside of work, what are your favourite activities or interests?
Outside of work, I enjoy long-distance overland travel, off-roading in the desert, hiking, and spending time outdoors. I am also a keen foodie and enjoy discovering understated, high-quality places that offer real value rather than hype. These interests tend to reinforce my professional perspective. Investing, much like travel or food, rewards preparation, adaptability, and a respect for risk, while consistently punishing complacency.