Robo advisor AQUMON announced the appointment of Simon Lee as its Managing Director, Head of Investment Solutions effective Q2 of 2022.
Simon will be stepping in to lead the investment solutions department in the management, production and distribution of the company’s AI-powered investment solutions.
He brings over two decades of institutional asset management expertise with a strong focus on China and European markets.
Simon joins from IMX Shanghai, where he was Head of Investment and Capital Markets, responsible for its long term investment strategies in China and abroad.
Prior to IMX, Simon was Head of Institutional Business at CSOP Asset Management, covering institutional and family office clients in both Europe and Hong Kong.
Previously, Simon was Bloomberg’s ETF Specialist in Northern Asia focusing on collaboration with Chinese asset managers on a global basis.
The move is part of AQUMON’s strategic expansion into institutionalised investment advisory services, as it develops new offerings for enterprise asset management, asset managers and family offices.
Kelvin Lei
Kelvin Lei, CEO and Co-founder of AQUMON said.
“We are pleased to welcome Simon to the team. His extensive experience in asset management and expertise in global capital markets will be a tremendous asset to AQUMON as we continue to build out our multi-strategy investment solutions and consolidate our position as the leading AI-powered investment company.”
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