People Moves

Who's Moving Where In Wealth Management? - Franklin Templeton Investments, Other

Editorial Staff 13 December 2018

Who's Moving Where In Wealth Management? - Franklin Templeton Investments, Other

The latest moves in wealth management across Asia-Pacific.

Franklin Templeton Investments
Franklin Templeton Investments named Jason Zhu Guoqing as managing director and director of portfolio management – China within Franklin Templeton Emerging Markets Equity’s investment team, and Yu-Jen Shih portfolio manager and deputy director of research for FTEME, with a focus on portfolio management in Asia. 

Zhu will be based in Franklin Templeton’s Shanghai office, and Shih will be based in Singapore. Both will report to Sukumar Rajah, senior managing director and director of portfolio management for FTEME, with Shih also working closely with Tek Khoan Ong, director of research for FTEME.

With over 20 years of Chinese equity investment experience, Zhu will assume research and portfolio management responsibilities for China A-shares. Zhu joins from Fullerton Fund Management where he was director of investment and head of China Equity, leading its equity team in Shanghai. He oversaw the QFII and RQFII mandates. Previously, he spent a decade at Franklin Templeton Sealand Fund Management where he last served as the head of equity investment. 

Shih brings over two decades of global and Asia investment experience and will be a portfolio manager with a focus on Asia. Additionally, as deputy director of research, he will support the consistency and robustness of FTEME’s research process and the ongoing development of timely, high quality investment ideas by its analyst team. He joins from Fullerton Fund Management in Singapore where he was responsible for various equity funds and was the lead manager of several Asia-focused equity funds. Previously, he was an equity portfolio manager at Henderson Global Investors and at Baring Asset Management, based in London. 

Brewin Dolphin
David de Kretser has joined Brewin Dolphin to head up its new Winchester office. He joins from Basingstoke-based IFA firm Aylwin Limited, a firm that Brewin Dolphin is acquiring for an undisclosed sum. The two financial advisors – de Kretser and David Langton - and support staff will move into Brewin Dolphin’s new Winchester office after the deal completes in early 2019.

Brewin Dolphin moved its Bournemouth office to Winchester earlier this month to expand its business in the south of England. The existing client-facing team includes Adam Jarvis, Hannah Dampney and Matthew Lyth. The company has 30 offices across the UK, Dublin and Jersey. The acquisition is subject to regulatory approval.



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