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Bertram Lai Email & Phone Number
Managing Director, Group Head of Research
at
CGS-CIMB Securities
1 work email found
@cgs-cimb.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Managing Director, Group Head of Research
Location
Hong Kong Sar, United States
Company size
Who is Bertram Lai? Overview
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Quick answer
Bertram Lai is listed as Managing Director, Group Head of Research at CGS-CIMB Securities, a with 743 employees, based in Hong Kong Sar, United States. AeroLeads shows a work email signal at cgs-cimb.com and a matched LinkedIn profile for Bertram Lai.
Bertram Lai previously worked as Managing Director, Group Head of Research at Cgs International Securities and Group Head of Environmental, Social and Governance at Cgs-Cimb Securities. Bertram Lai holds Mba, Finance from Insead.
Company email context
Email format at CGS-CIMB Securities
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{first}.{last}@cgs-cimb.com
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AeroLeads found 1 current-domain work email signal for Bertram Lai. Compare company email patterns before reaching out.
Profile bio
About Bertram Lai
Award winning analyst with well-rounded background as consultant with strong managerial, research and marketing skills. Extensive execution experience, cross-cultural communication skills and solid analytical ability looking to deploy these capabilities to help identify and manage investments in a team environment. MBA (INSEAD), CFA Certificate in ESG Investing, Series 16, Responsible Officer (Type 4).
Listed skills include Product Management, Equity Research, Banking, Investment Banking, and 8 others.
Current workplace
Bertram Lai's current company
Company context helps verify the profile and gives searchers a useful next step.
Cgs-Cimb Securities
11 roles
Bertram Lai work experience
A career timeline built from the work history available for this profile.
Managing Director, Group Head Of Research
Current
Cgs International Securities
May 2018 - Present
Group Head Of Environmental, Social And Governance
Jan 2021 - Jan 2023
Head Of Institutional Client Management
Jan 2018 - Dec 2020
Head Of Equity
Drive overall profitability of the Equities business of CIMB in Hong Kong and China. This includes research product positioning, client segmentation and sales/sales trading. Responsibility for A-share research initiative as well as MiFID II preparation.
Jan 2016 - May 2018
Jan 2014 - Jan 2016
Director, Greater China Telecomunications Research
Re-initiated coverage of Chinese telecom operators in Oct 2012 and telecom equipment (ongoing). Expanding coverage to Taiwan and Hong Kong. Recognised in II votes as well as internal client votes amongst priority accounts. Good corporate relationships with Chinese operator participation in CIMB conferences. Launched timely coverage of Chinese smartphone vendors and organised conferences.
Jul 2012 - Jan 2016
Head Of Research
Management of HK/China research team including recruitment, compensation, performance management, appraisals, mentoring, etcLeadership of HK research product: Worked with Sales desks with disparate goals and objectives to identify and focus products and stock coverage. CIMB HK Research ranked 24th in AsiaMoney in 2011 (19th in 2010) ahead of much larger and more expensive teams. Ranked 22nd in II survey for 2010 and 6th in Starmine for 2007.Write HK/China Strategy: Re-launched product in 3Q11, speaking at the ASEAN Conference in Oct 2011 and marketing in Asia (KL/SH) in Jan/Feb. Ranked 25th in AsiaMoney broker poll in 2011 (24th in 2010 and 2009). Ranked 21st in II survey 2010 - 7 personal votes in 2010 II survey
Aug 2009 - Jun 2012
Deputy Head Of Research
Deputy Head of Research responsible for managing team of six writing analysts. Research analyst covering Hong Kong and China telecoms, industrials and technology.
Sep 2004 - Aug 2009
Equity Analyst Asian Financial Institutions
Covered Singapore Banks; supporting analyst for South Korea, Indonesia, Thailand, Philippines.
Feb 2001 - Feb 2003
Feb 1991 - Aug 1999
10 education records
Bertram Lai education
Mba, Finance
Insead
B.Ec., Economics, Accounting
University Of Sydney
Cfa, Level Ii
Cfa Institute
Francais, Intermediare 1
L'Institute Francais
Putonghua 1 Semester Course, Putonghua
Beijing Yuyan Wenhua Daxue
Graduate Diploma Courses
Securities Institute Of Australia
Hec, English, Cemistry, Physics, Mathematics
Dripstone High School
Education record
Cdnis
Education record
Cdnis
Certificate, Esg Investing
Cfa Institute
FAQ
Frequently asked questions about Bertram Lai
Quick answers generated from the profile data available on this page.
What company does Bertram Lai work for?
Bertram Lai works for CGS-CIMB Securities.
What is Bertram Lai's role at CGS-CIMB Securities?
Bertram Lai is listed as Managing Director, Group Head of Research at CGS-CIMB Securities.
What is Bertram Lai's email address?
AeroLeads has found 1 work email signal at @cgs-cimb.com for Bertram Lai at CGS-CIMB Securities.
Where is Bertram Lai based?
Bertram Lai is based in Hong Kong Sar, United States while working with CGS-CIMB Securities.
What companies has Bertram Lai worked for?
Bertram Lai has worked for Cgs-Cimb Securities, Cgs International Securities, Cimb, Lehman Brothers, and Accenture.
How can I contact Bertram Lai?
You can use AeroLeads to view verified contact signals for Bertram Lai at CGS-CIMB Securities, including work email, phone, and LinkedIn data when available.
What schools did Bertram Lai attend?
Bertram Lai holds Mba, Finance from Insead.
What skills is Bertram Lai known for?
Bertram Lai is listed with skills including Product Management, Equity Research, Banking, Investment Banking, Valuation, Equities, Capital Markets, and Financial Services.
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