Vancouver-based investment-management firm Genus Capital Management Inc. announced the appointments of Stephanie Tsui as director of Asian wealth and Grant Conroy as associate portfolio manager on Monday.
Both Tsui and Conroy bring international investment expertise from Hong Kong and London, England, respectively.
Specifically, Tsui was the former director of ultra-high net-worth (UHNW) investment solutions, Asia Pacific, at Credit Suisse AG’s offices in Hong Kong, at which she developed tailored strategic investment solutions across all asset classes for UHNW clients. Prior to her position at Credit Suisse, she was in the investment banking division at Goldman Sachs Group Inc., specializing in risk-management solutions for cross-border mergers and acquisitions and financing.
Tsui will now focus on building Genus’s private wealth-management business with its growing base of high net-worth Asian retail investors.
“I’m looking forward to pursuing my passion for wealth management and investment solutions at Genus, leveraging my experience working with Asian clients, especially in a city with a significant and growing Asian presence,” Tsui says in a statement. “Genus supports my desire to build long-term relationships with clients and local communities, as well as grow the shelf of services and solutions tailored to the specific needs of clients.”
Meanwhile, Conroy, who holds the chartered investment manager designation, brings more than 17 years of equity and financial markets experience that he gained with Goldman Sachs Group in London, England. In his sales and trading career with Goldman Sachs, he executed equity trades (both principal and agency), ranging from individual equities to more complex trades on entire portfolios involving derivatives.
“I am privileged to join a trusted and professional investment management firm that continues to be committed to innovative investment solutions and risk management,” Conroy says in statement. “I’m pleased to be able to add value to Genus’s clients, utilizing my experience investing in global capital markets to help guide their portfolios for long-term success.”
“Genus recognizes that the demographics and needs of Canadian investors are changing, and Stephanie is an excellent fit to spearhead our expansion into that market,” says Leslie Cliff, director of wealth management and a founding partner at Genus. “Both Stephanie and Grant bring a wealth of knowledge to Genus, and our clients will ultimately be the beneficiaries of their tenure and experience navigating global markets.”
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