BEA Union Investment Management Janet Li
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$7 Billion BEA Union Investment Hires Mercer Janet Li as CEO Succeeding Eleanor Wan, Allianz Global Investors Samson Chan Hired as COO Succeeding Keith Cheung

15th September 2023 | Hong Kong

BEA Union Investment with $7 billion AUM (Assets under Management) has hired Mercer Janet Li as CEO succeeding Eleanor Wan (12/9/23), and Allianz Global Investors Samson Chan hired as COO succeeding Keith Cheung (1/9/23).  Janet Li has more than 20 years of experience in the financial industry, including 5 years at Mercer (Partner & Wealth Business Leader Asia) and 16 years at Willis Towers Watson (WTW).   Samson Chan joins from Allianz Global Investors after 16 years (last role as Business & Operations Transformation Director, APAC), and prior was with JP Morgan Securities & Accenture.  Eleanor Wan will continue as advisor to BEA Union Investment.  BEA Union Investment was amongst the first to set up public funds under open-ended fund company (OFC) structure, and also the first to incorporate an Investment Management Wholly-Foreign Owned Enterprise (IM-WFOE) in Qianhai, Shenzhen.  BEA Union Investment is a joint venture formed in 2007 between The Bank of East Asia (largest independent local bank in Hong Kong) & Union Asset Management (2nd largest asset manager in Germany). 

“ $7 Billion BEA Union Investment Hires Mercer Janet Li as CEO Succeeding Eleanor Wan, Allianz Global Investors Samson Chan Hired as COO Succeeding Keith Cheung “

 



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Eleanor Wan: “It has been an honour to serve as CEO of BEA Union Investment, growing the franchise and leading our close-knit teams through various market cycles. I would like to express my gratitude to Keith, who has been instrumental in implementing a spate of new operation initiatives to facilitate asset growth. As I embark on a new chapter, I am delighted to pass the baton to Janet. Her leadership, deep industry knowledge, and proven track record in driving business performance will inspire and further accelerate the firm’s strategic growth. Together with Samson’s rich experience in operational workflow, I am confident that they will bring fresh perspectives into the franchise, lifting it to new heights.”

Janet Li: “I am thrilled to be appointed as CEO by the Board and have the opportunity to take the helm of this great organisation, which is poised for the next growth phase. As a leading Hong Kong-based asset manager, BEA Union Investment has the benefit of leveraging quality research and extensive network of both Bank of East Asia and Union Investment Group. We understand our markets in Asia and are nimble in partnering with our clients. I look forward to working with the team to continue growing the business, delivering solid and consistent track record, and bringing BEA Union Investment to its next milestone.”

 

 

$7 Billion BEA Union Investment Hires Mercer Janet Li as CEO Succeeding Eleanor Wan, Allianz Global Investors Samson Chan Hired as COO Succeeding Keith Cheung

BEA Union Investment Management Janet Li

 

BEA Union Investment

BEA Union Investment is a joint venture formed in 2007 between The Bank of East Asia (largest independent local bank in Hong Kong) & Union Asset Management (2nd largest asset manager in Germany). BEA Union Investment is an active manager of Asian equities, bonds and mixed-asset portfolios. Headquartered in Hong Kong, our investment professionals are supported by their counterparts in Germany. We serve retail, private bank and institutional investors in Greater China as well as institutional investors across Europe, with sales representatives in Hong Kong Shanghai, Shenzhen (Qianhai) and London.

The Bank of East Asia has grown into having the most extensive network of any foreign bank in China, Asia’s growth engine. Union Investment, established in 1956, is the investment arm of DZ Bank Group, the second largest bank by asset size in Germany.




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