$2.8 Trillion Capital Group Hires Wellington 17-Year Veteran Marketa Dvorak as Managing Director of Global Financial Institutions (GFI) APAC, 20 Years of Financial Industry Experience at JP Morgan & Wellington Management
12th November 2024 | Hong Kong
United States asset manager Capital Group with $2.8 trillion AUM has hired Wellington 17-year veteran Marketa Dvorak as Managing Director of Global Financial Institutions (GFI) APAC. Marketa Dvorak has 20 years of financial industry experience at JP Morgan, including 17 years at Wellington Management and last held the role of Head of Southeast Asia (Global Wealth Management Group). Capital Group (12/11/24): “Capital Group, one of the world’s largest active asset managers with over US$2.8 trillion in assets under management, has appointed Marketa Dvorak as Managing Director, Global Financial Institutions (GFI) in Asia Pacific. Based in Singapore, Marketa will report to Nick Shaw, Head of Client Group, Global Financial Institutions, who oversees GFI operations in both Asia and Europe from London. Marketa will deepen and expand Capital Group’s relationships with major financial institutions based across Asia Pacific. Her responsibilities will include working with local client groups to cultivate partnerships with global and regional distributors, ensure Capital Group’s initiatives are aligned with each partner’s strategic objectives and support clients in the region with value-added services beyond investing. Marketa brings over 20 years of experience in asset management and investment banking. She began her career at JPMorgan in London before joining Wellington Management, where she spent eight years in their London office. Marketa relocated to Singapore in 2015 to build out Wellington’s Wealth business in Asia Pacific. Most recently, she was the firm’s Head of Southeast Asia, Global Wealth Management Group, responsible for strategic partnerships with Global Financial Intermediaries and leading regional banks.” In 2024 August, Capital Group hired Fidelity International Stella Xu as Head of Institutional Business for Greater China.
“ $2.8 Trillion Capital Group Hires Wellington 17-Year Veteran Marketa Dvorak as Managing Director of Global Financial Institutions (GFI) APAC, 20 Years of Financial Industry Experience at JP Morgan & Wellington Management “
Nick Shaw, Head of Client Group, Global Financial Institutions, Asia and Europe, Capital Group: “We hear from global financial institutions that they want fewer partners and expect more from their asset manager. We’re committed to supporting our partners across the region to meet their needs and their clients’ financial goals. Asia Pacific is a key growth market for Capital Group where we have been serving investors for more than 40 years. Marketa’s deep knowledge of the region combined with her proven ability to foster meaningful relationships will be instrumental as we continue to build upon the successful partnerships we have established. We are delighted to welcome her to the team.”
Marketa Dvorak, Managing Director, Global Financial Institutions, Asia Pacific, Capital Group: “I am excited to join Capital Group in this role, dedicated to growing and establishing strategic relationships with global financial institutions in the Asia Pacific region. I look forward to collaborating with our team around the world to further build upon the momentum with GFI partners both globally and locally, and support more investors in the region.”
About Capital Group – Capital Group is one of the oldest and largest asset management companies in the world, managing multi-asset, equity and fixed income investment strategies for different types of investors. Since 1931, Capital Group has been singularly focused on delivering superior, consistent results for long-term investors using high conviction portfolios, rigorous research and individual accountability. Today, Capital Group works with financial intermediaries and institutions to manage more than US$2.8 trillion in long-term assets for investors around the world.
$2.7 Trillion Capital Group Hires Fidelity Stella Xu as Head of Institutional Business for Greater China, 19 Years of Asset Management Industry Experience at BlackRock, PIMCO & Fidelity International
15th August 2024 – United States asset manager Capital Group with $2.7 trillion AUM has hired Fidelity International Stella Xu as Head of Institutional Business for Greater China. Stella Xu joins from Fidelity International (Head of Institutional Sales for China & Hong Kong), and has 19 years of asset management industry experience at BlackRock, PIMCO & Fidelity International. Based in Hong Kong, Stella Xu reports to Toby Chan, Capital Group Head of Client Group for Greater China. Capital Group (14/8/24): “Capital Group, one of the world’s largest active asset managers, with assets under management of more than US$2.7 trillion, has appointed Stella Xu as Head of Institutional Business for Greater China, effective immediately. Based in Hong Kong, she will report to Toby Chan, Head of Client Group for Greater China. Stella will be responsible for leading Capital’s Greater China Institutional strategy, including strengthening relationships with clients and bringing Capital Group’s investment services to institutional investors in the region. She joins Capital Group from Fidelity International, where she most recently served as Head of Institutional Sales for China and Hong Kong. With more than 18 years’ industry experience in asset management, Stella brings a wealth of expertise in client servicing and distribution.”
Toby Chan, Head of Client Group for Greater China, Capital Group: “Stella’s distinguished career in fostering relationships with institutional investors, coupled with her expansive market acumen, makes her an invaluable addition to the team. Her expertise will be pivotal in steering Capital Group’s global investment solutions to our institutional clients across Hong Kong and Greater China.”
Benno Klingenberg-Timm, Head of Institutional for Asia and Europe Client Group, Capital Group: “We are delighted to welcome Stella to our team, marking a significant enhancement in our institutional capabilities across Asia. Her vast experience in the industry will be a cornerstone in our institutional business team. Her appointment underscores our commitment to support our clients’ objectives in achieving their long-term financial goals with fewer but more impactful partnerships.”
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