AYAbout Angela
Strategic C-suite executive with advisory and board experience in financial services, recognised for driving growth, leading customer-focused transformation, managing crises, and embedding robust governance. Brings deep product expertise across ETFs, mutual funds, insurance, and wealth management with a proven track record in shaping strategy, delivering digital and operational innovation, and leading major initiatives across APAC, Europe, the UK, and the US.
Offers extensive leadership experience across BlackRock, PIMCO, Standard Life, and Zurich, and currently serves as an adviser to a UK-based company facilitating deal-making for asset managers across Europe while expanding into AI-powered analytics through its FinTech start-up. Expertise spans growth strategy, rebranding, business transformation, M&A, and IPOs, underpinned by commercial and operational leadership across diverse organisational settings.
Currently broadening into fractional CMO, advisory, and NED roles, leveraging board-level experience, commercial expertise, and regulatory knowledge to support strategic decision-making, operational efficiency, and enhanced customer experience while ensuring strong governance and long-term value creation.
English
Native or bilingual
Chinese
Native or bilingual
Can work on-site
London (up to 50km)
Experience
- Evenco InternationalAdviser, Strategic MarketingPRESS AND MEDIAJanuary 2025 - Today (1 year and 5 months)London, United Kingdom• In a fractional advisory capacity, driving strategic marketing plan and initiatives to fuel business growth and brand credibility. Overseeing multi-channel campaigns and optimising performance metrics while collaborating with teams to align marketing with business goals. Coaching and mentoring staff to strengthen team capabilities.• Setting out the overarching direction to maximise the Evenco group's business values and synergies through dual engines: the conference business to facilitate deals and AI-powered analytics, enhancing offerings for asset managers.
- Evenco AnalyticsNon-executive DirectorDIGITAL AND ITSeptember 2024 - Today (1 year and 9 months)London, United Kingdom• Currently serving as an NED of the start-up that offers AI-powered solutions designed to predict fund flows for asset managers and other financial institutions. Advising on the development of its propositions, pricing model and go-to-market strategy for its launch. Lined up a Fixed Income veteran to join the Board to provide specialised insights in enhancing its offerings. Supported the start-up in expanding its network and exploring collaboration opportunities with third parties, as well as potential funding sources.
- Heng An Standard Life (Asia) Limited (Standard Life previously)Chief Customer & Marketing OfficerBANKING AND INSURANCEJanuary 2015 - August 2024 (9 years and 7 months)Hong Kong, Hong Kong SAR ChinaResponsible for Marketing, Operations & Customer Service (Aug 2021 – Aug 2024)
- Enhanced wealth-focused insurance positioning, driving strong AUM growth and achieving No.1 market share (>60%) in single-premium investment-linked insurance via brokers, winning multiple awards.
- Founded MoreAcademy, an investor education platform partnering with academia and asset managers (e.g., abrdn, Barings, BlackRock, JPMorgan) to support AUM growth.
- Partnered with stakeholders to introduce the award-winning WealthTech portfolio management platform In+.
- Improved customer experience through process reengineering, new CRM systems, and RPA tools.
- Worked with compliance and consultants to mitigate regulatory and reputational risks.
Responsible for Marketing, Product & Investment Propositions- Launched new insurance propositions and enhanced the investment choices platform, including a new online fund centre with MorningStar.
- Appointed as the company’s SFC Approved Person, overseeing product compliance and regulatory filings.
- Partnered with Standard Life Investments to drive fund inflows, achieving 60% AUM growth on the fund platform.
Executive Management & M&A Leadership (2020)- Key executive in transitioning the company from Standard Life to Heng An Standard Life through M&A, due diligence, and transformation.
- Project sponsor for business relaunch post-M&A, liaising with the buyer (50/50 Sino-foreign JV) to expand in China’s Greater Bay Area (GBA) and Asia.
- Managed reputation risk and stakeholder communications during the Singapore insurance business exit, ensuring positive narratives with media, policyholders, and global stakeholders.
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Education
- Licensing Examination for Securities and Futures IntermediariesHong Kong Securities InstituteLicensing Examination for Securities and Futures Intermediaries
- FellowLifeFellow