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Derek LI, CFA CAIA

Derek LI, CFA CAIA

Relationship Manager

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  • Timeline

  • About me

    Head China Offshore Institutional, UBS Asset Management

  • Education

    • 香港科技大學

      2011 - 2013
      Master of Science (MS) Finance

    • 清华大学

      2003 - 2007
      Bachelor's degree Finance

  • Experience

    • Industrial and Commercial Bank of China

      Jul 2007 - Jan 2010
      Relationship Manager

    • ICBC (Asia)

      Jan 2010 - Sept 2015

      • Business Development Head, Custody Services Dept

        Sept 2012 - Sept 2015

      • Relationship Manager

        Jan 2010 - Sept 2012

    • J.P. Morgan Asset Management

      Nov 2015 - Dec 2022

      Senior Client Advisor, China Institutional Business, covering bank and insurance sectors Client Advisor, China Institutional Business, covering bank and insurance sectors

      • Executive Director

        Feb 2019 - Dec 2022

      • Vice President

        Nov 2015 - Jan 2019

    • UBS

      Jan 2023 - now
      Head China Offshore Institutional

      Asset Management

  • Licenses & Certifications

    • CFA

      CFA Institute
      Nov 2011

    • CAIA

      CAIA Association
      Oct 2016