Jack Lo, Cfa Email & Phone Number

Hong Kong Sar

Hong Kong Sar

Founded in 2010, under the initial name of London and Capital Asia Limited and since rebranded in 2019 as LCA Solutions Limited, is an award winning, fully licensed and regulated Multi-Family-Office based out of Hong Kong.• Develop strategic and tactical allocation and trading ideas for institutional clients, UHNW and HNW clients• Select and propose investment products ranging from stocks, bonds, mutual funds, structured products to hedge funds and private investments• Formulate house view from various internal and external resources• Support the discretionary portfolio management processes and execute relative trade implementations

Hong Kong

Client Portfolio Manager/ Portfolio Specialist/ Product Manager • Promote Mandate strategies to internal and external Private Banking clients• Strategic Asset Allocation Advisor • Product life cycle management

Hong Kong

Investment specialist at the Private Banking Equities Desk• Advised Relationship Managers, Investment Consultants and clients on market views and outlook for direct equities and ETF• Developed and maintain trading ideas, themes and trends • Conducted portfolio reviews and construct equities and ETF portfolios• Presented and spoke in investment meetings and events

Hong Kong

Promote investments in Exchange Traded Funds (ETF) and mutual funds of multi asset classes to Private Banks, Family offices, funds of funds, Discretionary Portfolio Managers, External Asset Managers and broker platforms. • Advise clients on asset allocation, portfolio construction, investment strategies and market outlook• Build extensive distribution channels from scratch; grew relationships and connections with intermediaries since team was started• Present and speak in public client conferences, seminar, events, training and other related marketing activities

Hong Kong

• Institutional & Retail Sales for the Asia region - Product pitch, presentations, RFP, due diligence, client on-boarding, after-sales services and reporting. • Acquired major institutional clients for Asia investing in a diversified product range. Successfully listed funds on a number of retail platforms.• Prepared Request For Proposals (RFP) and presentation materials, trading and data reports. Conducted researches on fund products and performance, data analysis, wrote market updates and news

Hong Kong

• Promoted in-house and public financial and legal corporate training courses to senior executives by warm and cold calls. Clients include top banks, funds and listed MNC in the region.• Developed and managed Indian subcontinent, Australia and New Zealand accounts• Liaised with seminars and conferences team to promote business

Economics & Finance, Economics & Finance

Education record