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CEO / Facility Administrator - Castle Hills Surgery Center

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  Seasoned Banking & Financial Services professional with 19+ years of leadership experience across Business Banking, Business loans, Vehicle loans, Working Capital, Loan against property, BBG, Commercial loans, Retail Banking, Wealth Management, Mutual Funds, Assets and Insurance.
  Proven success in growing Assets Under Management (AUM), driving profitability, leading large teams, and building HNI/NRI relationships.
  Strong hold in Alternative Investment Funds (AIF), Portfolio Management Services (PMS) & Real Estate Funds.
  Adept at launching new financial products, executing digital transformation, and managing risk while ensuring compliance.
  Known for delivering sustained revenue growth and leading high-performing teams.


Well-established Family office/Investment executive specializing in portfolio construction, asset allocation, m&a, and risk management. Expert level at the due diligence and research necessary to properly advise and consult with high-net-worth clients.

Dedicated and accomplished Senior Associate at Evans and Partners. Skilled in collaborating with Financial Advisers to engage both retail and wholesale clients. Proficient in delivering personalised investment advice, constructing portfolios, and executing trades across platforms such as HUB24, XPlore, IRESS, and NETX360. Proven expertise in optimising back-office functions, cash accounts, and seamless client onboarding. Aspiring to become a trusted Investment Adviser, committed to the firm's vision of providing bespoke financial solutions. Interested in opportunities to leverage expertise in financial planning and capital markets to drive success in a dynamic professional environment.

Results-driven portfolio manager with a proven track record of successfully managing complex trading operations. Excels in low-probability, low-beta, high-alpha scenarios, consistently delivering high Sharpe ratio returns across buy-side and sell-side portfolios. Proficient in a wide range of trading strategies and instruments, including delta one, baskets, dispersion, market-making, warrants, convertible preferred, commodities, futures, special situations, single stock, index, and ETF options. Utilizes advanced technology, quantitative analysis, and trading algorithms to optimize market-making, enhance liquidity, and maximize profitability. Talented Portfolio Manager bringing 30+ years of experience in making proactive fund proposals. Skillful managing exposure, maintaining client satisfaction and capitalizing on emerging opportunities.

Wilson Lee

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CEO

CEO

Co Head Asia Ex Japan

Hong Kong Country Manager

Head of Research and Senior Portfolio Manager

Municipal Bond Trader

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Bachelor of Arts - Finance

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CEO

CEO

Co Head Asia Ex Japan

Hong Kong Country Manager

Head of Research and Senior Portfolio Manager

Municipal Bond Trader

Bachelor of Arts - Finance

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