Investment Business Builder

Investment Business Builder

Built investment business all over Asia-Pacific and Europe as an intrapreneur and entrepreneur.  Businesses have been built from a single idea, established, developed and sold to a third party.  Entrepreneurs make things happen.  You can take advantage of this experience through our consultancy and contract activities.

Some of the businesses that I have been involved in building are:

Present

Advise businesses on their business strategy and execution, including sourcing and recommending on fund raising, presentation, marketing strategy, regulation, management structure and the assessment of hires.  Port Shelter also introduces and advises on the mergers and acquisition of investment businesses.

2011  Developed and enlarged Quam Asset Management as a interim Chief Executive.  Launched the first listed equity Mongolia Fund.  Recommended closure of firm in the light of market conditions.

2008  Established Port Shelter Investment Management

2008  Leading non-family professional in establishing a large Family Office in Hong Kong.

2004-8   Citi, installed the investment function in many domestic private banks, including S. Korea, India, Taiwan and Indonesia.  Assisted with many other country heads with their expansion.

2000-04  Entrepreneur established many new small businesses in the U.K, including a fintech business and a private equity firm

1997-2000  Newton Investment. Management, London, extended existing private client coverage internationally

1990-6   Jardine Fleming, Hong Kong, built private bank from a small core after an internal crisis

1988-90  Enskilda Securities, as Head of Asia-Pacific, built a brokerage network from scratch that extended from New Zealand and Australia to Japan and Hong Kong/Singapore

1986-88 Enskilda Securities, London , building sales book

1980-4   Harris and Sutherland, built up geotechnical team to 9 engineers at age 24.