research & strategy who is who Private Banking International

Transcription

1 research & strategy who is who Private Banking International August 2014

2 The purpose of this booklet is to give an overview of the biography, area of competence and contact details of the Private Banking Research and Strategy team. This team uses a variety of internal and external sources to produce independent and consistent secondary research. It is serving the needs of Private Banking International, Private Banking NL and Retail clients. The strategic directions and recommendations provide input to Discretionary Portfolio Management and Investment Advisory activities. Research & Strategy plays an important role in the Investment Committee in determining the asset allocation across the bank. A One view concept is used to ensure the provision of consistent investment opinions towards all Private Banking and Retail clients.

3 Didier Duret Chief Investment Officer Tel: As Chief Investment Officer of ABN AMRO Private Banking International Research & Strategy, Didier Duret heads the bank s global team of top-notch analysts, covering asset classes such as equities, bonds, money markets and alternative investments - to name but a few. As Chairman of the Private Banking Global Investment Committee, Didier is instrumental in providing ABN AMRO investment advisors, private bankers and their clients with comprehensive investment advice and financial market strategy covering 40 countries. Didier has previously held positions in ABN AMRO group in the private banking arena as head of Product Development for one European region, head of Financial Products in Switzerland, and head of Portfolio Management in Geneva. Before joining ABN AMRO in 1998, he was head of Fixed Income Portfolio Management at UBS Geneva and Senior Economic Advisor with Paribas Switzerland. He also worked as a Junior Economist at the International Monetary Fund. Didier holds a Master s degree in Economics and a Master s degree in Political Sciences from the University of Grenoble and also did postgraduate studies in Finance at Ecole Supérieure des Affaires/Hautes Etudes Commerciales, in Montreal. Stephen Evans Global Head Bonds [email protected] Tel: Stephen Evans heads ABN AMRO s team of analysts in Amsterdam, Singapore and Hong Kong, covering investment grade, high yield and emerging market fixed income. He joined ABN AMRO in 2011 having worked the previous 15 years at ING, initially in Debt Capital Markets out of London and since 2004 in Private Banking out of Singapore. During his time in Asia, he has pioneered the introduction of global high yield and emerging markets fixed income to private clients in Asia. Prior to ING, Stephen occupied a number of credit-related roles at Merrill Lynch, Crédit du Nord and Creditanstalt. He began his career in 1982 at Mellon Bank in Pittsburgh. Stephen graduated from the University of London and the University of Oxford in Middle Eastern history and languages. Sybren Brouwer Global Head of Equity Research and Head Research Netherlands [email protected] Tel: Sybren is global head of equity research at ABN AMRO Private Banking International, based in Amsterdam. Previously, he was active within Global Clients ABN AMRO Group. Sybren started his career with ABN AMRO Wholesale in 1989 and moved to London to work for ABN AMRO Hoare Govett in After an intermezzo with Robert Flemings (London) and Kempen & Co (Amsterdam), he rejoined ABN AMRO in 2002 to work within the Dutch equity research team of Global Clients. He joined ABN AMRO Private Clients in September 2005 to take up his current position. Sybren holds a Master s degree in Business Economics and Organisation from the University of Groningen, the Netherlands.

4 Bond Research & Strategy Team Roel Barnhoorn Head Bond Theme Research Tel: Roel Barnhoorn is currently responsible for the bond thematic research with ABN AMRO s Global Bond Research team. Working for ABN AMRO for more than 25 years, he held several positions within ABN AMRO group. He previously headed the Active Investment Advisors group in Geneva and was responsible for developing and monitoring the risk on fixed income instruments. Before joining Private Banking in 2002 he jointly set-up, expanded and spearheaded the developments of the wholesale fixed income business throughout Switzerland for the group from Starting with ABN he followed a three year training in the Dutch network and as a result was placed in the dealing room at the head office in Amsterdam where he was actively involved in traded options & futures, convertible, equity and fixed income instruments. Henk Wiersma Senior Credit Analyst [email protected] Tel: Henk Wiersma joined ABN AMRO in May 2013 as a senior credit analyst and is responsible for expanding the research capabilities to the high yield universe. Before joining ABN AMRO, Henk was a senior credit analyst at IMC asset management for 2 years, covering the telecom, utilities, retail, consumer goods and industrial sectors. Prior to joining IMC asset management, Henk was a credit analyst at Lombard Odier Darier Hentsch for 4 years. He started his career at Financiële Diensten Amsterdam (FDA) in 1999, where he was an equity analyst covering the consumer goods sector after being transferred from the financial news division of FDA where he was editor in chief. Henk holds a Master s Degree in Business Economics from the University of Groningen. Jeroen van Herwaarden Credit Analyst [email protected] Tel: Jeroen is a credit analyst within the Global Bond team of ABN AMRO Research & Strategy. He is responsible for the analysis and recommendations of investment grade issuers and bonds, next to writing fixed income investment publications for the Global Private Banking network. After starting his career with ABN AMRO in 1997, he has performed in various investment roles, directly or indirectly advising private clients on managing their wealth. He joined F. van Lanschot Bankiers in 2001 and pursued his career at MeesPierson in During and after the integration of MeesPierson in ABN AMRO in 2010, Jeroen worked as a fixed income advisory specialist, serving the Global Private Banking network, before taking up his current position. Jeroen holds a Bachelor s degree in Hotel Management and is a CFA charterholder.

5 Ashwin Matabadal Fixed Income Analyst Tel: Ashwin joined ABN AMRO in June 2014 as a Fixed Income Analyst within the Bond Research team of ABN AMRO Research & Strategy. He is responsible for the analysis and recommendations of investment grade issuers and bonds, and is currently involved in a project to expand the investment grade bond universe for the Private Banking Network. Before joining ABN AMRO, Ashwin was an economist in the country risk team at Rabobank for 6 years, where had gained experience in covering emerging markets in South East Asia, Russia, CIS and the Middle East. Ashwin graduated from the Vrije Universiteit in Amsterdam with a Master s Degree in International Financial Economics. Grace Lim Emerging Market Bond Analyst [email protected] Tel : Grace is an Emerging Market analyst with a focus on Asian credits within the ABN AMRO Private Banking International Bond research team, based in Singapore. She is active in the Asian region in promoting our overall Emerging Market view and commenting on Emerging Market new bond issues and trading opportunities. Before joining ABN AMRO in 2008, she was a Senior Manager in Regional Credit Markets with Bank of Nova Scotia investing in Asian credits on behalf of the Bank s investment portfolio. Grace was active in both proprietary trading and market making within the major banks in the Asian region (including ABN AMRO Global Markets). She has also held positions in fixed income sales servicing institutional clients in the Asian regions. Grace graduated from the National University of Singapore with a Bachelor of Arts and Social Science, majoring in Economics & Statistics. Carman Wong Head Emerging Markets Bonds [email protected] Tel : Carman is global head of Emerging Market Bonds, based in Hong Kong. In her role she is promoting the Emerging Corporate Bond universe and our strategic asset allocation. Her expertise lies in formulating Emerging Market credit strategy as well as analysing the different sectors of Emerging Corporate Markets in Russia, Brazil, Mexico, Turkey, Chile, South Africa and North Asian countries. In addition, she is leading publications in her field, such as the Emerging Market Handbook and Emerging Market Bond Opportunities. Carman worked with ABN AMRO Private Banking as a bond analyst for more than 15 years. Before joining ABN AMRO, she specialised in fixed income sales for institutional clients with PaineWebber. Carman holds a Master s degree in Business Administration from the University of Wales, Newport and the Queen s University of Brighton.

6 Equity Research & Strategy Team Edith Thouin Head Equity Theme Research, and Materials, Healthcare, Utilities Tel: Edith is, besides acting as head of equity theme research, responsible for the analysis of companies in her sectors in Europe and the US. She has previously worked for Scudder Investment Management in London, heading the research team based there, and as a senior fund manager for Scudder s International Mutual Funds and for Insurance Port-folios of its parent Zürich Financial Services. Before that, in the beginning of the 1990 s, Edith was a fund manager and analyst for Julius Bär & Co. in Zürich. She completed the Management Trainee Program of Bank Mees & Hope, then a part of ABN, in Edith graduated with an LLM (Law) from the University of Leiden, the Netherlands. Ralph Wessels Equity Analyst Financials, Industrials [email protected] Tel: Ralph is an equity analyst with the Research & Strategy team, based in Amsterdam. He is responsible for the financials and industrials sectors. He has been a member of the team since May 2011 when he joined ABN AMRO. Previously, he worked at Robeco and IRIS as an investment strategist and as an equity analyst for almost three years. Before that, he worked as an MBS analyst at NIBC, a merchant bank in The Hague. Ralph holds a Drs. (MSc) degree in Business Economics and studied at the Erasmus University in Rotterdam. Currently, he is participating in the CFA programme. Maurits Heldring Equity Analyst Consumer Discretionary, IT, Telecoms [email protected] Tel: Maurits is an equity analyst with the Research & Strategy team based in Amsterdam. He is responsible for the sectors consumer discretionary, IT and telecoms. Maurits joined the private banking research team after having spent 15 years in equity brokerage at various banks. He started as a trader at Fortis, spent two years in sales and for the last 12 years has been an analyst with focus on media, IT and telecoms. Maurits was involved in the Ziggo IPO as lead analyst for ABN AMRO in Before joining ABN AMRO in 2008 he was head of Dutch Equity Research at Kepler Capital Markets. Maurits holds a master s degree in Business Economics from the Vrije Universiteit of Amsterdam. In addition, he is as CFA charterholder.

7 Daphne Roth Head Asia Equity Research Emerging Markets Asia, Australia, EM Asia, Latin America Tel: Daphne is head Equity Research Asia-Pacific at ABN AMRO Private Clients based in Singapore. She currently covers the Emerging Markets Asia, Australia, South Korea and Taiwan. Previously, she covered the European and North American utilities, energy and healthcare sectors, from Zürich, Switzerland, where she worked for six years. She has also held positions in the Fixed Income and Client Fulfillment departments with ABN AMRO Private Banking, Switzerland. Before joining ABN AMRO, she worked as a senior consultant with Deloitte Consulting and as auditor with Deloitte & Touche. Daphne graduated from the University of Western Australia with a Bachelor of Commerce, majoring in Finance and Accounting, followed by a Graduate Diploma of Applied Finance and Investment with the Financial Services Institute of Australasia (Finsia). She is a Fellow, Fin with Finsia and a CPA. in the CFA program. Javy Wong Equity Strategist North Asia [email protected] Tel: Javy is an equity strategist with the Research & Strategy team based in Hong Kong. She currently covers North Asia which includes China, Hong Kong, Taiwan, Japan and Korea. Before joining ABN AMRO, she worked as an Equity Discretionary Portfolio Manager at RBC Investment Management (Asia), managing portfolios invested in global and developed Asia equities. She has extensive portfolio management and research experience in Hong and China equities in her investment career. Javy graduated from the University of Hong Kong with a Bachelor of Economics. She holds an MBA degree from Fudan University and the University of Hong Kong. She is also a CFA charterholder. Barbara Schiphorst Business Manager [email protected] Tel: Barbara Schiphorst coordinates the strategic activities of the Private Banking International Research & Strategy team for Didier Duret. She was responsible for the internal and external Research & Strategy publications from the Geneva office between 2007 and 2013 and has been with ABN AMRO since 2003, starting as executive assistant to the branch manager. Previously, she was involved in government affairs with Medtronic Europe S.A. From 1988 to 1994, she enjoyed running her own Health Centre The Lemon Tree Club S.A. near Geneva. Barbara studied Italian and Art History at the University of Perugia and spent five years in London with Avon Cosmetics as an editor and print production planner.

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