Axial Partners Enables wealth managers to offer separately managed account (“SMA”) services to their clients
Our vision is a world where investors are seamlessly connected to optimal strategies to reach their goals.
Our mission is to provide our clients with all the necessary tools to be the leader in the field of investment management.
CEO / Director
Former MD, Head of Structured Investment Derivatives Marketing at JP Morgan.
Graduated from MIT with a B.S. and M.S. in Electrical Engineering and Computer Science.
Co-founder of Privé Technologies, providing end-to-end award winning technology solutions to enterprises and SMEs.
CIO / Director / Co-founder
Former MD of Investments at BNY Mellon and Investment Management at ING.
Former CIO at China Merchants Funds, CIO India and Global Head of Emerging markets equities.
Graduated MBA from HKU and MCS from VU Amsterdam. Co-Founder of Axial Partners.
Coming from Investment Banking proprietary trading, public and private fund investments.
Major concentration in Global Equities and Equity Derivatives as well as Fixed Income, FX and Commodities.
A seasoned money manager with over 20 years’ experience.
Becky Yeung, CPAA
Becky started her career with Citibank in the Treasury and moved to asset management business later in her career.
With her background and her domain knowledge, Becky joined Prive Technologies Limited in 2019
to launch e a new digitized product for a Switzerland and America investment banking’s B2B business.
Becky is also a Certified Practicing Accountant Australia.
Head Of Sales
An experienced entrepreneur with over 15 years of experience
and a demonstrated history of creating companies and realizing ideas.
Senior Operations Manager
Ben is a seasoned Operations practitioner with a proven track record of implementing
efficiency and quality assurance solutions in investment banks and fintech.
Ben began his professional journey in Investment Banking where he held various roles
within Finance and Operations in RBS, Credit Suisse and Barclays.
He joined Prive Technologies in 2018. He assumed leadership of the global client services team,
playing a crucial role in the company’s expansion strategy.
Middle Office Analyst
Established in 2016
In my long career in the financial services industry, I have learned that investment advisory requires expertise as well as transparency. At Axial Partners, we allow high net worth individuals to also get the flexibility required for their specific needs through SMAs.
Axial with the backing of Privé Technologies can truly enable private banks and asset managers to offer an all in one solution for their clients.
We look forward to working with you and your clients.