Leading Master Agent for KBC Asset Management, KBI Global Investors, Carmignac Gestion and GAM in Taiwan. General  Successfully introduced KBC Asset Management and Julius Baer (Swiss and Global Asset Management) and Carmingnac into Taiwan. Reporting and communication with Offshore Fund partners.  Developing strategy, tactics, sales plans and profit targets. Back office /Marketing Diversity of experiences in multiple back office functions. Responsible for the setting up and on-going operation of: Marketing, Settlement, Customer Service, Administration and Accounting.  Responsible for the marketing strategy and brand development of KBI and Julius Baer Funds in Taiwan.  Responsible for advertising, public relations, and promotions and to come up with effective product development strategies, advertising and promotion campaigns, and sales programs for new and existing funds. Developing and implementing annual promotional and marketing plans. Developing annual budget, manage and execute advertising, promotional and PR programs. Reviewing of all business agreements and marketing materials across product lines.

 Working with UK regulators and regulated industries on a wide range of network economics issues, including price controls, pricing structures, cost of capital, regulatory asset value and efficiency analysis. Worked on projects in European (incl. UK) Telecommunications, Media, Postal, National Lottery sectors. Assisted Senior Consultants in conducting research and compiling RFPs.

 Econometric and quantitative analysis.

 Actively participated in major Asian ex-Japan equity and equity-linked transactions including: Bank of China HK (US$2,661m), Korea Telecom (US$1,318m), Korea Tobacco & Ginseng (US$553m), Elitegroup Computer (US$120m). Prepared presentation materials for marketing pitches (ADR, GDR, ECB, Privatisations, Block Trades) to clients under tight deadlines and assisted in winning key equity and equity-linked mandates in China, Taiwan, and Korea. Prepared and organizing international investor marketing roadshows. Prepared weekly global equity and equity-linked markets and sector (Telcos, Technology, banking, transport and Oil & Gas) updates to transaction teams and clients.

 UK Equity Derivatives Trading and Risk Management. Main task of the desk was to ensure updated and accurate dividend forecasts in GDR, the system that covered listed European and US companies. The database was expanded into other regions and also captured other financial data.  Ran the scrip options book and assisted in hedging associated risks.  Calculated and tracked index/dividend points for major European indices for the equity swaps books.  Priced equity baskets for the Exotics Desk.