Aug 2015 – Feb 2023 · 7 yrs 6 mos · Hong Kong

• Responsible in collaboration with Generali business leaders, to drive profitable growth in Asia by originating and executing M&A transactions; fostering distribution alliances; crafting digital ecosystems partnerships; and curating impactful and executable business strategies.
• Key M&A Achievements:
• Jan 22: India: Generali to acquire from Future Enterprises Limited 25% of Future Generali India Insurance (FGII) for a consideration of around € 145 million and 16% stake held by Industrial Investment Trust Limited (IITL) in Future Generali India Life (FGIL) for a consideration of around € 26 million.
• June 21: Malaysia: Generali signs agreement to acquire majority stake in AXA Affin Joint Ventures and plans to purchase 100% of MPI Generali
• May 20: China: Zhonghe Sihai, issued by CBIRC a national insurance agency
• December 18: India: Completed step up transaction increasing Generali's stake to 49% in its insurance joint ventures with Future Group for up to approximately EUR 120 million
• May 18: China: Executed 25% interest in Zhonghe Sihai, a national insurance agency
• Jan 17: China: Transaction completed that resulted in Generali holding 100% interest in Generali Insurance Agency - a nationwide insurance agency company
• June 16: Philippines: Established Generali Life Assurance Philippines, Inc and completed the separation of BDO and Generali from a long standing bancassurance joint venture
• Governance:
• Member of Generali Asia Regional Office Executive and Management Committees
• Member of Generali Global Community of Experts - B2B2C and Partnerships
• Chairman, Generali Life Assurance Philippines, Inc.
• Chairman and Responsible Officer of NKFE Insurance Agency Company Ltd - Hong Kong Broker
• Director of Generali Insurance Agency Company, nationwide Chinese Agency company
• Director of FG&G Distribution Private Limited, Indian corporate agency
• Legal Notice:
• The views I express on LinkedIn are my own and do not reflect the views of my employer and the Generali Group

Dec 2012 – Jul 2015 · 2 yrs 7 mos · Hong Kong

• Providing independent strategic advisory services for Asian insurance related opportunities.
• The firm specialises in providing advice in regard to execution of merger and acquisitions, strategic alliances, investment stakes, distribution partnerships and other business development and market entry opportunities.
• Asian focused. Asian knowledge. Asian connected.

Aug 2011 – Nov 2012 · 1 yr 3 mos

• Merger and Acquisition Advisory, Insurance and Asset Management Asia Pacific
• Range of M&A Advisory Insurance and Asset Management mandates included - Chinese Asset Management joint ventures, Chinese Life Insurance, Indonesian Asset Management, Asean Non-Life Insurance, Hong Kong/Singapore High Net Worth Insurance Brokerage and Singapore Direct Non-Life Insurance.
• Goverance - Responsible Officer (Type 1,6)

Oct 2007 – Jul 2011 · 3 yrs 9 mos · Hong Kong/Seoul

• Business Development - Lead the established of Macquarie Samchully Asset Management Company in South Korea and raised over US$500 million for overseas resource fund and US$200 million in investment mandates
• Merger and Acquisitions - Lead due diligence on a range of asset manager acquisitions in Asia, participated in several USA and European due diligence processes for a range of asset management businesses and integrated two multi-billion asset managers in Los Angeles
• Governance – Director and Responsible Office for Hong Kong Asset Manager (Type:1,4,9), Representative Director and qualified Korean Fund Manager for Korean Asset Manager.

Nov 1998 – Aug 2007 · 8 yrs 9 mos · Hong Kong

• Merger and Acquisitons - Lead the acquisition and integration of 20 separate entities across 6 territories in Asia including CMG Philippines, ING Indonesia, John Hancock Malaysia and Thailand
• Wealth Management - region wide responsibilities overseeing mutual fund business in Indonesia and Vietnam, development and launch of Manulife Asset Management Thailand. Role included direct leadership of the Hong Kong Wealth Management for the period 2002 to 2006. From virtually a zero base in 2000, the wealth management business had grown to 20% of regional production and 40% of Hong Kong’s individual production. Lead the development of "first to market" Minimum Withdrawal Benefit Variable Annuities into Hong Kong, Singapore and Taiwan markets
• Bancassurance - regional responsibility for leading Manulife’s 40 different bancassurance arrangements in Asia with key regional relationships with Citibank, HSBC, and UOB. By mid 2007 production on a regional basis bancassurance represented 15% of overall production
• Governance – responsible for Manulife’s operations in Malaysia, Thailand, John Hancock Tianan in China. Responsible officer for Hong Kong Asset Manager, business (Type:1,4,9), Conducting Person for Luxembourg mutual funds and held multiple directorships for a range of businesses across the region including Commissioner for Indonesia Mutual Funds and Director of Thailand Asset Manager.

Apr 1996 – Apr 1998 · 2 yrs · Melbourne, Australia

• Distribution Management - Leading distribution and marketing platform for to 10% of Bank's retail customer base - including Private Bank, Financial Planners and Personal Bankers. Drove 75% productivity improvement with Bankers and 50% with Planners
• Product Management - Launched a new range of life risk and superannuation products

Sep 1995 – Apr 1996 · 7 mos

• Lead the centralisation of the State support functions and developed new agency terms

Jul 1994 – Aug 1995 · 1 yr 1 mo

• Responsible for a range of asset management products including listed and unlisted unit trusts, including property, mortgage, and cash management trusts, insurance bonds and superannuation master funds.

Sep 1990 – Jun 1994 · 3 yrs 9 mos

• Lead the revitalisation of Hillross as the non-AMP branded financial planning network

Dec 1986 – Aug 1990 · 3 yrs 8 mos

• Responsible for a range of unit trusts being marketed in IFA and Capita's insurance network. Participated in the acquisition of Monitor Money a leading IFA network.

Sep 1984 – Mar 1985 · 6 mos

• Responsible for Company Secretarial functions, including devising the accounting and tax treatment for new unit linked funds

Sep 1983 – Sep 1984 · 1 yr

• Responsible for the accounting function of the Australian holding company of the Sentry Insurance Group

Dec 1978 – Aug 1983 · 4 yrs 8 mos

• Responsible for the audit of range of companies across the insurance, investment and manufacturing sector. Key clients included Sentry Insurance and Aetna.