Patrick Chiu

Deputy Head Of Discretionary Portfolio Management, Asia at New Capital

Patrick Chiu has a diverse and extensive work experience in the finance industry. Patrick began their career in 2003 at J.P. Morgan, where they held various roles such as Executive Director and Portfolio Manager. From 2003 to 2012, Patrick managed global balanced portfolios for institutional clients in Hong Kong. In 2013, they joined UBS Wealth Management as an Executive Director and Portfolio Manager until 2015. At UBS, Patrick oversaw portfolio management and provided financial advice to clients. Since 2015, Patrick has been working at EFG Asset Management as the Deputy Head of Discretionary Portfolio Management, Asia. In this role, they are responsible for delivering and executing discretionary portfolio management solutions to private clients in North Asia. Patrick also serves on the Investment Strategy Committee, where they contribute to asset allocation decisions and stock selections for equity and multi-asset portfolios. Patrick ensures effective communication and marketing materials are in place to support the sales staff. Patrick's experience showcases their expertise in portfolio management, financial advising, and client relationship management.

Patrick Chiu holds a Master's degree in Engineering, Economics & Management from the University of Oxford. No other information regarding their education history, such as the duration of their studies or previous academic institutions, is provided.

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