Who we are
Axial was founded by a team of seasoned financial services professionals with extensive investment management experience both in and outside of Asia. With strategic backing and investments from industry leaders in asset management, investment research and venture capital, Axial offers a differentiated and flexible platform to create a first-of-its-kind managed accounts experience in Asia.
Chief Executive Officer
Chris has held many senior management positions in the asset management and investment analytics industry over the past 35 years, including Head of Asia Pacific for MSCI, Head of Asia Pacific for Fidelity Investments and Asia Pacific CEO for ING Investment Management. He has developed joint ventures in China, including China Merchants Funds, during his time at ING IM and was Deputy Chairman of the joint venture for eight years. He was also head of HSBC Funds for Asia Pacific when he first arrived in Hong Kong in the mid-1990s.
Chris is a non-executive Director for AXA Insurance in Asia, a Non-executive Director for Peng Yuan Credit Ratings International Ltd and sits on several Boards and advisory groups for Monash University (Melbourne, Australia), Hong Kong Academy in Hong Kong and MegaTrust Investments in Shanghai.
Chris holds a Bachelor of Business from Monash University in Melbourne.
Chief Administrative Officer and Co-Founder
Jane is an experienced financial services professional who worked as a corporate lawyer in Australia for 10 years before moving into business roles in the financial services industry in APAC, where she has been for 25 years. Most recently, she was the Head of Strategy & Corporate Development at BNY Mellon Investment Management (APAC). In prior roles, she was Regional Head of Product & Business Management at ING Investment Management (APAC), and previously served in various senior executive, corporate development and legal roles at Citigroup Asset Management, Alliance Trust PLC, Franklin Templeton, CLSA and HSBC. She has an extensive track record in setting up new licensed entities and operations and implementing business expansions and strategic alliances in numerous countries throughout Asia-Pacific, the subcontinent, as well as Switzerland and the UK.
Jane holds a Bachelor of Laws (First Class Hons.) from the University of Adelaide, South Australia, and a Graduate Diploma of Legal Practice from the South Australian Institute of Technology. She is a graduate member of the Australian Institute of Company Directors, a Fellow of the Hong Kong Institute of Directors and a member of the Sri Lanka Institute of Directors.
Chief Operating Officer and Co-Founder
Paul is the former Head of Business Solutions of BNY Mellon Managed Investments and led the implementation of its SMA service across 10 financial institutions in 4 major Asian markets. Earlier, he served in senior roles at Barclays, including COO for the Wealth and Product Division (UK) and Head of Funds and Advisory (Singapore). He directed the build-out of Barclays research and product office and delivered its multimanager proposition from initial design to operation, raising GB£12b. Paul was also Executive Manager of BNP Paribas Asset Management (UK) and previously served in senior operating roles at National Bank of Kuwait Investment Management in the UK and Switzerland. Paul has created breakthrough asset management structures across markets and held board directorships in Ireland, Luxembourg, Malta, Australia and Japan for six different global fund companies. He was a founding partner in Virtuous Circle Asset Management, a London-based global macro hedge fund.
Chief Investment Officer and Co-Founder
Guy is the former Head of Investments of BNY Mellon Investment Management in Hong Kong. Earlier, he served in senior investment roles at ING Investment Management in Europe and Asia, directing portfolio management and trading teams in Asian Equities as well as Emerging Markets including China, Eastern Europe and India. He was Chief Investment Officer for ING in Mumbai, Warsaw and in its joint venture with China Merchants Bank in Shenzhen, overseeing US$25b in AuM and responsible for restructuring and managing the investment business in Mumbai, Warsaw, Sydney and Hong Kong with over 100 portfolio managers and analysts. During his time at ING, he orchestrated one of the most successful fund launches in the Netherlands, led China Merchants to be one of China’s largest asset managers, earned a 5-star Micropal rating and was named “Best International Fund Equity Manager” by the Wall Street Journal.
Guy holds a Bachelor’s Degree in Computer Science from Polytechnic University in Eindhoven, a Master’s Degree in Computer Science from VU University in Amsterdam and an MBA from Hong Kong University.
Board of directors
Chris is the Managing Director of Morningstar Investment Management Australia Limited.
Chris joined Morningstar Investment Management in 2005 as Senior Consultant, and in 2007 was promoted to head the Investment Services team. In 2013, he was named Managing Director of Morningstar Investment Management, Asia-Pacific. Chris is responsible for developing business strategy, overseeing its implementation, and working closely with senior management to deliver the best possible investment outcomes and service to clients. Chris had been Co-Managing Director of the business since 2012 and is also a member of the Asia Pacific Investment Policy Committee. Before joining Morningstar, Chris worked as Portfolio Manager at Rand Merchant Bank in South Africa for over five years and at Citibank in both London and South Africa, with responsibilities covering treasury derivatives, business development, and relationship management.
Christophe is the founder of JP Asia Partners which offers advisory services to asset & wealth management and FinTech companies. He is also a Fintech mentor at HK X Foundation. Mr. Lee has 26 years of financial service industry experience and has worked at Morgan Stanley, Sun Hung Kai Financial, Goldman Sachs and Bankers Trust.
Mr. Lee played an active role is the development of the asset management industry in Hong Kong. His HKSAR government appointments include the advisory committee of the Securities and Futures Commission (SFC) from 2007 – 2009, and the Financial Services Development Council (FSDC) – New Business Committee since March 2013. He led the working group on FSDC paper titled “The Future of Fintech in Hong Kong” published in May 2017. Mr. Lee chaired AIMA Hong Kong (the global trade association for hedge funds) for 8 years from 2004 to 2012. He was voted by AsianInvestor Magazine as one of the “Top 25 most influential people in Asian hedge funds” and by Asia Fund Manager as one of the “Top 50 Industry Leader”.
Mr. Lee is a graduate of the University of Pennsylvania.
Mike is Managing Director of Credit Suisse in the International Wealth Management division. He is the Head of Asset Management, Asia Pacific.
Mike is responsible for developing and directing regional Asset Management strategy, including distribution, product and partnerships. He also works closely with institutions and the Private Bank in delivering Asset Management investment solutions. Prior to joining Credit Suisse in August 2011, Mike was the CEO of AsiaCrest Capital, a Hong Kong-based fund of hedge funds. Previously, he served as a portfolio manager at both Hite Capital and Man Group. Mike was also the co-founder of Metropolitan Venture Partners. He brings over 20 years of experience in Alternatives across both liquid and illiquid investments.
Mike earned his Bachelor of Science in Economics, Magna Cum Laude, from The Wharton School at the University of Pennsylvania.
Damien is Head of Digital Wealth, Asia Pacific at BlackRock.
Previously, Damien was Head of Retail Business & Wealth Business, Asia Pacific and Chief Marketing Officer for BlackRock. In this combined role, he led the distribution businesses for retail, private banking and wealth advisory channels in the region. He also drove the firm’s marketing and communication strategy for BlackRock and iShares in Asia Pacific. Damien joined BlackRock in July 2011 from Fidelity International, where he was Head of Marketing Initiatives for the Asia-Pacific. At Fidelity, he held senior marketing roles in Europe before relocating to Hong Kong in mid-2006. Prior to Fidelity, he held senior product and international marketing positions in London with Egg Invest, Zurich International and Prudential.
Damien earned a combined BSc and diploma in Property Economics from the Dublin Institute of Technology and Trinity College, Dublin and a postgraduate diploma in Business Administration from the University of Limerick.
Axial Partners Limited
Level 19, West Exchange Tower
322 Des Voeux Road Central
Sheung Wan, Hong Kong
+852 3975 2336
Copyright © 2018 Axial Partners Limited. All rights reserved.
Axial Partners Limited (“Axial Partners” or “Axial”) is incorporated in Hong Kong and is duly licensed by the Hong Kong Securities and Futures Commission under CE no. BIZ186 to conduct type 9 (asset management) regulated activities. It only provides services to “professional investors” as defined in the Hong Kong Securities & Futures Ordinance.
The material on this website is provided for information purposes only and is intended only for recipients who are “professional investors”. Nothing in this website is directed at or intended for distribution or publication to or use by, any person or entity who is a citizen or resident of, or located in, any jurisdiction in which the direction, distribution, publication or use of any material in this website would be contrary to any applicable law or regulation, or which would subject Axial Partners Limited to any additional registration or licensing requirements in respect of that jurisdiction.
Professional investors only
Axial Partners Limited offers and provides services only to investors that it has assessed and verified to be institutional professional investors or corporate professional investors who have passed the CPI assessment in accordance with the Code of Conduct for Persons Licensed by or Registered with the Securities and Futures Commission (the “SFC Code of Conduct”).
It is the responsibility of each such institutional professional investor and corporate professional investor to make its own determination and decision as to the suitability of any investment option for its particular requirements, circumstances and objectives, and Axial Partners Limited offers no advice on the selection of any investment strategy or solution, or its suitability for any particular investor.
Nothing in this website shall be construed as being offered or available to or suitable for any entity or person which is not an institutional professional investor or corporate professional investor who have passed the CPI assessment (as defined in the SFC Code of Conduct).
General information only
Information provided on this website is general in nature and does not constitute financial or investment advice nor does it constitute an offer of, recommendation or solicitation for any investment product.
It is intended only for general information purposes for licensed financial intermediaries, licensed investment managers or advisers, or qualified institutional or corporate professional investors.
No representation of accuracy
Axial Partners Limited has taken reasonable care in providing this information, and will endeavor to update this website as needed. However, information can change without notice and Axial Partners Limited does not guarantee the completeness or accuracy of the information on this website at any particular point in time.
No express or implied representation, guarantee or warranty is made as to the accuracy, completeness or timeliness of the information contained herein, and Axial Partners Limited as the provider of this website expressly disclaims any and all liability based, in whole or in part, on any information contained herein, errors therein or omissions therefrom.
Illustrative examples only
The investment strategies and solutions described in this website are provided by way of hypothetical example for illustrative and reference purposes only, and may be subject to change at any time without notice.
Axial Partners Limited makes no representation that any of these investment strategies or solutions represents an investment portfolio that is currently in existence or implementation, or that it has any formal agreements or arrangements in place that allow it to provide any particular investment strategy or solution at any point in time.
No representation of suitability
No information provided on any investment strategy or solution should be construed as being specific to the investment objectives, financial situation or particular needs of any investor.
Axial Partners Limited makes no representation that a “managed account” is suitable for any investor by comparison to any other alternative investment structure, vehicle or methodology.
Axial Partners Limited takes no responsibility for the suitability of any particular portfolio or investment for any specific investor, and does not provide advice on the selection of any investment strategy offered on the Axial Platform, which is solely the responsibility and decision of the relevant investor or their external advisers, and should be based on their own specific circumstances and objectives.
No offer or solicitation
Nothing in this website shall be construed as an offer, solicitation, advice or recommendation to enter into any contract, transaction or arrangement of any kind with Axial Partners Limited or any other party, or as providing any advice to buy or sell any securities or other investments.
Nothing in this website represents any offer, commitment or obligation to enter into any arrangement with or provide any services to any party.
Nor shall any securities or investments of any nature be construed as being offered or sold to any person in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities laws of that jurisdiction.
Nothing in this website is directed at or intended for distribution or publication to or use by, any person or entity who is a citizen or resident of, or located in, any jurisdiction in which the direction, distribution, publication or use of any material in this website would be contrary to any applicable law or regulation, or which would subject Axial Partners Limited to any additional registration or licensing requirements in respect of that jurisdiction.
Investment advice from third parties
Axial Partners Limited has entered into and proposes in the future to enter into certain Investment Advisory Agreements with licensed asset managers or advisers, and certain Index Licence Agreements with certain Index Providers, under which those Investment Advisers and Index Providers provide information and advice to Axial Partners Limited for the purposes of assisting it to provide investment portfolios on the Axial Platform.
Some of these Investment Advisers and Index Providers may also have other relationships with Axial Partners Limited, including an equity stake in the capital of its parent company, Managed Account Partners (Holdings) Limited.
Past performance is not indicative of future performance and is no guide to future returns.
The value of investments and the income from them is not guaranteed and can fall as well as rise due to stock market and currency movements.
When investments are sold, the investor may get back less than the original investment amount.
No investment strategy or risk management technique can guarantee returns or eliminate risks in any market environment.
Certain portfolios may invest in emerging markets. It should be noted that these markets have additional risks associated with local custody and registration practices that may be less developed than more mature markets.
Specific risks associated with individual investment strategies and solutions will be further explained in the detailed information provided – please refer to these additional explanations and disclosures.
Tax treatment will depend on the individual circumstances of the investor, and may be subject to change in the future. Investors are recommended to obtain their own independent tax advice from a suitably qualified tax professional.
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