Roger Bacon

Head of Investments, Asia Pacific at Citigroup

Roger Bacon is a Managing Director and the Regional Investments Head of Citi Private Bank (CPB) Asia-Pacific, based in Hong Kong. In this position, he is responsible for all Investments business, including Capital Markets, Citi Investment Management (CIM), Product Management and Strategy. He leads a team of Investment Counselors, Portfolio Managers, Product Specialists and Strategists, and is also responsible for formulating and executing CPB Investments strategy acess all asset classes for CPB client in the region.

Prior to this, Roger was Head of CIM for Citi Private Bank for Asia Pacific, overseeing all CIM Product Sales and Product Management, as well as coordinating the regional activities associated with traditional funds research, alternatives research, operational due diligence and CIM portfolio management.

Roger has 27 years of experience within the asset management industry. He spent the first ten years of his career with JPMorgan Asset Management and its predecessor companies working in Asia, the UK and Continental Europe, in various relationship management, equity analysis and portfolio management positions. In 2004, he joined a prominent UK Family Office to set up and manage a substantial multi- asset-class investment program, comprising equities, fixed income, commodities, hedge funds and private equity. In 2004, he joined UBP where, as Head of Hedge Fund Business in London, he helped build a multi-billion dollar discretionary and advisory customized hedge fund business targeting UHNWs, Family Offices, Institutions and Sovereign Wealth Funds. He joined Citibank in 2010.

Roger holds an Honors degree, Postgraduate diploma and MBA in International Financial Services from the University of London. He holds the Certified Private Wealth Professional designation and also holds the Investment Management Certificate, HKSI Practising Certificates in Securities and Asset Management, and HKSI Specialist Certificates in Securities and Asset Management. He was an authorized investment manager and advisor with the Financial Services Authority in the UK for over 11 years, and is currently registered with the Hong Kong Monetary Authority as Executive Officer, responsible for securities dealing, securities advising and asset management. He also has HKMA Section 62B Manager (Private Banking Activities) designation.

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  • Head of Investments, Asia Pacific

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