Mr. Yan is responsible for all financial accounting and capital management throughout the global firm, as well as all strategic activities.
Mr. Yan led the Hong Kong entity of Nikko AM’s joint venture, which explores cross-border and overseas investment opportunities. He was responsible for overall business planning and execution for the firm.
He worked for Nikko AM’s joint venture, which offers a wide range of investment strategies across equities, fixed income, money market, fund-of-funds and overseas products to investors in China. As the No. 2 executive officer in the firm, he assisted the CEO with day-to-day management. He also acted as COO (overseeing various functions including Trading, IT and Operations) as well as Head of International Business.
Mr. Yan set up a standalone financial planning function responsible for group management reporting and annual budgeting. He also managed key group finance initiatives, led key acquisitions and integrations, formulated mid-term business plans, and conducted the shareholder communication function.
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