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Work Experiences


Founder and CEO @Homage Consulting Limited

Aug 2011 - current

Responsible investment in the 21st century: venture capital in Asia; sino JV and strategic partnerships; asset management; mandatory savings schemes policy and communications; tactical / themed research based on governance and sustainability credentials.

Member of the Greater China Committee, Hong Kong Retirement Funds Association ("HKRSA")
Visiting Scholar at the University of St Andrews, UK
Advisory Board member of two private companies: Shangrila Farms and Two Presents

Investment Advisor to the Finance Committee @American School of Bombay

Sep 2010 - Aug 2011

Revenue diversification (US$30m strategic reserve), asset utilisation, pay differentiation, pension investments (US$10m) and cash flow management.

Director @VisionGain Capital

Feb 2007 - Jul 2009

Set up a hedge fund company seeded by CITIC Securities (stock code 6030:hk). Established the first fund (US$24m) - multi-strategy long/short. Strategic business planning, investment analysis, workflow operations and corporate governance. Company and fund licence application.

Investment consultant @Hewitt Bacon & Woodrow

Jan 2002 - Jun 2004

Representative on the Russell Mellon CAPS AMI Consultant Advisory Board

Investment research: governance and responsible investment, UK equities, emerging market debt, liability-driven strategies, portable alpha, currency overlay.

Risk model evaluation: asset and liability funding assessment, performance attribution, risk analytics and manager evaluation.

Global investment solutions: integration and standardisation of module-based client investment services.

Researcher @UK Sustainable Investment and Finance Association (UKSIF)

Sep 2001 - Dec 2001

Advised the UK National Association of Pension Funds (NAPF) on governance through the Just Pensions Programme

Volunteer @United Nations Development Programme

Jun 2001 - Sep 2001

UNDP 5-year development plan for the UAE: institutional capacity, gender & ICT.

Manager @Schroders

Dec 1997 - Jun 2001

Graduate trainee programme in London
Appointed member of Group North Asia Business Development Committee

Client account management: institutional clients; defined benefit and defined contribution schemes.

Product development: launched the Mandatory Provident Fund (“MPF”) Scheme and managed third party fund products and relationships.

Consulting services: Led the fund set up and licence approval advisory project for China Asset Management’s (CAM). Established a strategic alliance with China Galaxy Securities and provided fund management training.



Student @Maryknoll Convent School



Economics @London School of Economics and Political Science

1993 - 1996


Chinese Business World @School of Oriental and African Studies, U. of London

1996 - 1997


International Development @University of Melbourne

2005 - 2010


Financial Engineering @Stanford University

2012 - 2013


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