Wilson Au, Cfa, Cpa
About Wilson Au, Cfa, Cpa
Wilson Au is a Senior Market Specialist at HSBC Asset Management with extensive experience in institutional portfolio management and wholesale fund distribution. He holds dual certifications as a Chartered Financial Analyst (CFA) and Certified Public Accountant (CPA), and has worked in various roles across leading financial institutions in Hong Kong and Australia.
Work at HSBC
Wilson Au serves as a Senior Market Specialist at HSBC Asset Management. He has held this position since 2019, accumulating five years of experience in this role. His responsibilities include advising high-net-worth clients and leveraging his extensive background in institutional portfolio management and wholesale fund distribution.
Previous Experience at Fidelity International
Before joining HSBC, Wilson Au worked at Fidelity International as a Client Director in the Intermediary Business. His tenure lasted for seven months in 2017 and 2018 while he was based in Hong Kong. This role contributed to his expertise in client relations and fund distribution.
Career at State Street Global Advisors
Wilson Au has a significant history with State Street Global Advisors, where he held multiple roles. He started as an Investment Support Analyst in 2002 for four months in Sydney, Australia. He then progressed to Senior Performance Analyst from 2002 to 2006, followed by positions as Portfolio Manager for Active Australian Equities from 2006 to 2009 and Active Asia Pacific ex Japan Equities from 2009 to 2013, both in Hong Kong.
Education and Professional Certifications
Wilson Au earned a Bachelor of Commerce degree from Macquarie University, studying from 1994 to 1997. He holds dual professional certifications as a Chartered Financial Analyst (CFA) and a Certified Public Accountant (CPA), which enhance his qualifications in the finance and investment sectors.
Experience at Citi
Prior to his current role at HSBC, Wilson Au worked at Citi as a Portfolio Counselor for Citigold Private Client from 2014 to 2017 in Hong Kong. This position allowed him to further develop his skills in managing high-net-worth client portfolios.