Stephanie has over 10 years' experience as a top tier, top-ranked institutional broker at Citigroup. She has a track record of adapting to a wide range of clients and products. Her institutional network spans from Europe to Asia, from sovereign wealth funds to multi-asset hedge funds. Her work with these clients brought her on extensive due diligence travel (factory and site visits, comparative strategy and operational analysis) and first-hand discussions with senior management of hundreds of top listed companies across Pan-Asian markets.
This provided her with quality exposure and experience not only in product knowledge (equity, convertible bonds and derivatives), and also in foundational business and investment principles including corporate strategy, portfolio management and risk analysis.
She plays an active role in the local philanthropy and social enterprise space, including a place on Organisational Committee of Social Enterprise Summit, the largest and longest-standing social impact and innovation event in Hong Kong.
Her guiding principles are curiosity, adaptability and integrity. She is driven by passion and belief in expanding the scope of traditional investments, and the importance of finding synergies between financial, strategic and social investment objectives.
Stephanie holds an Economics degree from the University of Cambridge, where she was also awarded a Prince Philip Scholarship. Stephanie is currently based in Hong Kong, where she was born and bred, and is fluent in English, Cantonese and Mandarin.