Languages

English
Mandarin
Cantonese
Bulge Bracket Investment Banks

Experience

Oakley Wilton Limited Management Consulting
Independent Consultant
1/2016 - Present
Acted as consultant and adviser to a large global non-life insurer, worked with the European CEO and CFO on a) due diligence of a UK acquisition target; b) deep dive of the cost base and identified an actionable cost savings plan; c) product strategy to optimise growth and profitability, and d) a Brexit plan for the company’s book of European businesses

Carbon Trust Management Consulting
Project Manager
5/2015 - 12/2015
Freelance contract Project Manager leading internal teams on a number of consultancy projects, including the production of Technology Innovation Needs Assessment reports for the Department of Energy and Climate Change in the UK, and a confidential mandate for the World Bank

UBS Finance
Director
6/2010 - 3/2014
As Director of the European Technology and Business Services Team at UBS, I had client coverage within European Business Services sector with focus on specialty financial services related industries. I acted as project leader on a number of M&A (both buy-side and sell-side), IPOs and Financing transactions.


AnaCap Financial Partners Finance
Investment Associate
9/2006 - 3/2010
Deal manager; led the fund's acquisition of Mediterranean Bank, Aldermore Bank and Credoma.

L.E.K. Consulting Management Consulting
Associate
9/2003 - 6/2006
Top rated Associate at this international strategy consulting firm with a focus on rigorous quantitative analysis. Experience in consulting projects across industries including financial services, renewable energy, aviation, media and transport