Meet the team
Head of Wealth Management, Hong Kong
Sandy joined in January 2010 and was head of Business Development for the private wealth management business until becoming Head of Wealth Management, Hong Kong, in 2013. A chartered accountant, Sandy joined Adam & Company as its first Company Secretary in 1983 and became deputy Managing Director in 1991. He joined Martin Currie in 1994 with responsibility for its UK mutual funds and subsequently became Managing Director of Thornhill in 2003. He is a member of the Chartered Institute for Securities & Investment and the Hong Kong Securities and Investment Institute. His directorships have included Dunedin Enterprise Investment Trust plc (1998-2006) and Man Alternative Investments Ltd (2001-2004). He was an adviser to Wates Family Holdings from 2005 to 2010 and a Steward of The Jockey Club from 2009-2012.
After graduating in 2003 from Edinburgh University (MA Hons History), Robert initially worked at Penrose Financial doing Marketing for institutional fund management companies and hedge funds. He joined in May 2006 and is a Portfolio Director specialising in investment for high net worth individuals and complex family groups. His investment activities are delivered across multiple tax efficient structures. A member of the Chartered Institute for Securities & Investment and registered by the Securities & Futures Commission in Hong Kong, Robert has the CISI Diploma and the IMC qualification. He has a total of 11 years' investment experience and is a Responsible Officer for our Type 1, 4 and 9 SFC licenses.
Senior Relationship Manager
Jason joined Schroders Wealth Management in August 2018. His finance career commenced in 1994 with Morgan Stanley’s Investment Banking Division. Since graduating from business school in 1998, he has forged himself a career in Private Wealth Management working for Morgan Stanley, JP Morgan, Goldman Sachs, Credit Suisse and CTBC Private Bank. Jason is also an experienced investor and was the founder and CEO of PacAsia Advisor, a hedge fund company focusing on quantitative long/short strategies.
Jason has an MBA degree from The Wharton School. He was previously an Responsible Officer under the SFC and an Executive Officer under HKMA. He is currently a Certified Private Wealth Professional (PWMA).
Jelmer joined Schroders Wealth Management in April 2018 as a Portfolio Director. Jelmer started his career in 2007 within corporate banking at ABN Amro Bank in The Netherlands. He moved into the Private Banking division in 2010 and subsequently worked in various investment and client advisory roles for the bank. In 2014 Jelmer moved to Hong Kong with ABN Amro to act as a regional Discretionary Portfolio Management (DPM) Counsellor managing- and advising on DPM mandates for High Net Worth individuals and families. Before joining Schroders, he also briefly worked for LGT Bank following the acquisition of ABN Amro in Asia. Jelmer graduated in 2007 from the Haarlem Business School in The Netherlands with a Bachelor in Economics. He is a Chartered Financial Analyst (CFA) and a Certified International Wealth Manager (CIWM). He is licensed for type 1, 4 and 9 activity with the SFC in Hong Kong.
Senior Relationship Manager
Andrew joined in September 2014 as a Portfolio Director. He was a research analyst with Cazenove Asia Limited (corporate broking) from 2000 to 2003 and from 2005 to 2010. Andrew was responsible for the research of the Asia-Pacific Transportation and Infrastructure sectors and gained significant recognition from institutional clients. He joined his family business in 2010 where he helped to establish a family office and managed the family investments. Andrew graduated from Imperial College London with a Master of Engineering (Honours) degree in 1997 and began his career with Cathay Pacific in Hong Kong.
Client Services Executive
Geraldine joined in August 2017 as Client Services Executive supporting the team in client servicing and operational aspects of the portfolios. After graduating in 2013 from National University of Singapore with a Bachelor of Science (Real Estate), she worked initially with Savills (Singapore) Private Limited with the focus in commercial property leasing. Prior to her current role with Schroders Wealth Management, she began her private wealth management career with Credit Suisse, Singapore, Business Processing Services team in 2015 dealing with payments and securities transfer requests and clients’ static data changes.
Chief Investment Officer
Caspar Rock joined as Chief Investment Officer in September 2016. He joined from Architas Multi-Manager Ltd, a part of the AXA group, where he was Chief Investment Officer and responsible for all aspects of the investment activities, including investment philosophy, process and team. He also oversaw portfolio management at two of AXA group’s private banks. He previously headed up the multi-manager business at AXA Framlington from 2006 to 2008. Prior to that, he managed a range of directly invested equity and bond portfolios, and was Head of European Equities at Framlington as well as a member of the Healthcare team. He has 29 years’ investment experience.
Head of Manager Selection
Stuart Derrick is Head of Manager Selection. He joined in 2004 as part of the charities team before later moving to the investment team to focus on fund selection. Stuart started his investment career at Baring Asset Management in 1998. He holds the Investment Management Certificate (IMC), Private Client Investment Advice & Management (PCIAM) certificate and is a member of the Chartered Institute for Securities & Investment. He has also completed the London Business School Foundation and Endowment Asset Management Course.
Head of Investment Strategy
Kieron joined in 2011 and was previously the Head of the Strategic Advisory Group at Rothschild Private Management. Prior to his 8 years at Rothschild, Kieron spent 15 years at Citigroup as a Proprietary Trader in Volatility Arbitrage and later in the Private Bank. His investment career started in 1987 when he joined Samuel Montagu & Co. Ltd.
Head of Fixed Income
Alex Smitten joined in 2000 where he managed the Income Trust for Charities and the UK Corporate Bond Fund. Alex is now Head of Fixed Income and is a member of the Investment Policy Committee. Prior to joining, he was at Intercapital, where he set up the agency bond broking desk. Alex spent nine years at TSB/Hill Samuel where he was responsible for proprietary bond activity on behalf of the Group. Alex graduated from City University with a degree in Banking and International Finance. He has 29 years of investment experience.
Janet is a Global Economist working in the Investment Strategy Team and a CFA charterholder. She joined in 2011 and previously worked in Citi Hong Kong as an analyst in Global Portfolio Management and subsequently as a relationship manager to multi-national clients. Janet graduated with a BSc in Economics from the London School of Economics (first class honours), holds an MBA in Finance from the University of Cambridge and obtained a Postgraduate Certificate in Econometrics from Birkbeck College, University of London.