Charles Z.
About Charles Z.
Charles Z. is a Managing Director with extensive experience in investment banking and the (re)insurance industry. He holds a Master of Finance from HKUST Business School and the Chartered Financial Analyst (CFA) designation, demonstrating his expertise in financial analysis and investment management.
Work at UBS
Currently, Charles Z. serves as a Managing Director at UBS Group AG in Hong Kong. He has held this position since 2023. Prior to joining UBS, he worked at Credit Suisse as a Managing Director for eight years, from 2015 to 2023, also in Hong Kong. His extensive experience in financial services includes significant roles at other major financial institutions.
Education and Expertise
Charles Z. studied at the HKUST Business School, where he earned a Master of Finance with a focus on Investment Management from 2011 to 2013. He also holds a Bachelor's degree in Management Information Systems from Beijing Information Technology Institute. Additionally, he possesses the Chartered Financial Analyst (CFA) designation, highlighting his expertise in investment management and financial analysis.
Background
Charles Z. has a diverse professional background in the financial services sector. He began his career at Swiss Re as an Associate in Property and Casualty underwriting from 2007 to 2009 in Sydney, Australia. He then transitioned to Macquarie Group as an Associate for nine months in 2009. Following that, he worked at Bank of America Merrill Lynch as a Vice President from 2010 to 2015 in Hong Kong.
Achievements
Charles Z. has extensive experience in equity research, particularly in the insurance sector, which has contributed to informed investment decisions throughout his career. His strong background in both investment banking and the (re)insurance industry showcases a diverse skill set that is valuable in financial services.