Jeremy Sun Chief Executive Officer.Director, Board of Directors. Jeremy Sun is the Chief Executive Officer and Director, Board of Directors of Huan Asset Management Limited (HAM). Prior to joining HAM, Jeremy was Managing Director of Charles Schwab, Hong Kong, Ltd, responsible for the overall management of the firm’s business in Asia. He first joined Charles Schwab New York as an Investment Specialist and has worked in Schwab offices in New York and Hong Kong in a variety of capacities. He also worked at HSBC Private Bank as Senior Vice President, responsible for establishing HSBC’s private banking business in China. As Chairman of the American Chamber of Commerce (Amcham) in Hong Kong in 2012 and 2013, Jeremy led delegations of senior Amcham leaders to the Washington for substantial discussions with key government officials from various departments, Congressional staffers and major think tanks. Jeremy graduated from University at Buffalo in New York, with a Master in Business Administration.
Isaac Chen Head of Asset Allocation and Passive Investments, Portfolio Manager Isaac is the Head of Asset Allocation and Passive Investments at HAM. He has over 10 years’ experience in various systematic investing strategies, covering a wide range of asset classes. Prior to joining HAM, he was with Mellon Capital’s Asset Allocation investment team in San Francisco for 6 years, first working on global tactical asset allocation strategies, and then leading the team of multi-asset total return solutions. He also worked for Canada Pension Plan Investment Board and RBC. Isaac holds a PhD degree in Finance from the University of Toronto, an MA degree in Economics from the Simon Fraser University and a BA degree in Economics from the Huazhong University of Science and Technology. He is a CFA charter holder. He is fluent in English, Putonghua and Cantonese.
Kim Wangui Secretary Head of China Equity Research, Portfolio Manager Kim is Head of China Equities research and Portfolio Manager at HAM. Prior to joining HAM in 2015, Kim was the Greater China Investment Manager for China at Amundi Asset Management. Kim also worked for Pepco Energy Services in Washington DC, responsible for financial planning and was involved in energy derivative trading. Kim obtained her MBA degree from the George Washington University and Bachelor degree in Finance from Nankai University. She is a CFA charterholder. She is fluent in English, Putonghua , Cantonese and German.
Alex Yu Business Development Officer Alex is Business Development Officer and Marketing Officer at HAM. He runs the firm’s international sales, product and communications strategies. Before joining HAM He was Financial consultant at Hans Asset Management. He has also worked at CLSA, Societe Generale and GLS Capital.He has led companies and teams in international brokerage and asset management Alex graduated from The Hong Kong Polytechnic University, and earned a masters degree at university of leicester where he studied international business
John Dale Chief Business Development Officer and Chief Marketing Officer John Dale is Chief Business Development Officer and Chief Marketing Officer at HAM. He heads the firm’s international sales, product and communications strategies. Before joining HAM in 2016, John was the Chief Marketing Officer and Head of International Business Development at Mirae Asset Global Investments. He has also worked at CLSA, Societe Generale and GLS Capital. He has over 20 years of sales and marketing experience in the finance industry, for both long-only and alternative investment strategies. He has led companies and teams in international brokerage and asset management industries, working with numerous global clients. John graduated from the Royal Military Academy Sandhurst in 1989 and attained the rank of Captain in the British Army. He served in Northern Ireland and Germany. He is a Member of the CFA Society of the UK.
Roberta Wang Executive Director, Head of China Sales Roberta Wang is Executive Director, Head of China Sales at HAM. She is responsible for developing business for international clients wishing to invest in the China market, as well as cooperating with Mainland financial institutions wishing to conduct business globally. Roberta has 10 years of sales experience in the finance industry covering corporate and institutional clients. Prior to joining HAM, she worked at Deutsche Bank, Nomura International and RBS. Roberta graduated from Tsinghua University in 2006, majoring in Economics and Business Management. She is fluent in English, Putonghua and Cantonese