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Elizabeth Soon


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Elizabeth Soon, CFA

Portfolio Manager, Asia ex-Japan Equities

PineBridge Investments

Ms. Soon joined the firm in 2008 with extensive experience in managing investment teams and running Asia equity portfolios. She is currently responsible for the management of the small/mid cap funds and focused strategies for Asia, as well as co-chairing the portfolio positioning/asset allocation committee for Asia. She had previously managed institutional and retail Pacific ex-Japan mandates.

Prior to joining PineBridge, she was Director and Head of the Pacific Basin for Standard Life Investments (Asia) Ltd., where she was responsible for the management of the Group’s Asian funds and a member of the Global Stock and Sector Insights Committee (UK). Ms. Soon also spent ten years at Schroder Investment Management (HK), where she was Director and Head of Asia ex-Japan, responsible for asset allocation and stock selection in Asia, managing retail unit trusts and large institutional portfolios. At Schroders, she was a member of the Global Asset Allocation Committee and chaired the Far East Asset Allocation Committee. Her investment experience began at the predecessor firm of Allianz Global Investors as portfolio manager and market specialist focusing on ASEAN and Taiwan.

Ms. Soon holds an MBA from Manchester Business School, UK and a Bachelor of Accountancy from the National University of Singapore. She is also a CFA charterholder and was a board director of the Hong Kong Society of Financial Analysts for over 6 years, being actively involved as a panel judge for the annual Regional and Global Research Challenge organised by the CFA Institute. Ms. Soon is a Citywire AAA-rated manager and was recently named the best performing female manager over the past three years by CitywireAsia (as of 3 March 2016).

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孫瑩心

常務董事

柏瑞投資

孫瑩心於2008年加入柏瑞投資,她於管理投資團隊和亞洲股票組合有非常豐富的經驗。目前,她負責亞洲小型/中型股基金和亞洲重點策略的投資管理;另外,她是亞洲投資組合定位/資產配置委員會的聯合主席。她此前曾管理太平洋(日本除外)的機構和零售客戶的投資。

在加盟柏瑞前,她是標準人壽投資(亞洲)有限公司 (Standard Life Investments (Asia) Ltd.) 的太平洋地區的董事和總監,她負責集團的亞洲基金的管理並為全球股票和行業洞察委員會成員(英國)。此前,孫瑩心也在施羅德投資管理(香港)工作了十年,她是亞洲(日本除外)股票的負責人和總監,負責資產配置和亞洲的股票選股,管理零售客戶的信託基金和大型機構客戶的投資組合。在施羅德,孫瑩心也擔任全球資產配置委員會成員並主持遠東的資產配置委員會。她的投資經驗開始於安聯全球投資者的前身公司,當時擔任投資組合經理和市場專家,專注於東協和台灣市場。

孫瑩心擁有曼徹斯特商學院 (Manchester Business School)的工商管理碩士學位和新加坡國立大學的會計學士學位。她也是特許金融分析師,擔任香港金融分析師會計師公會董事超過6年,並積極參與由CFA協會主辦的年度區域和全球研究挑戰的評審委員。孫瑩心是Citywire AAA評級的投資經理,她更被CitywireAsia評為在過去的三年表現最佳的女投資經理(截至2016年3月3日)。

 

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SOCIAL MEDIA