Access to high growth private company shares
Lotus Asset Management Limited (“Lotus”) is a Hong Kong corporation licensed by the Securities and Futures Commission in Hong Kong to engage in Type 4 (advising in securities) and Type 9 (asset management) regulated activities.
Lotus is founded by senior finance professionals with decades of experience in investment banking, asset management and private banking.
We offer investment funds management services covering traditional and alternative investments via various platforms that best serve our clients’ needs.
Our mission is to deliver superior asset performance and comprehensive client services through an active and disciplined management process across diverse asset classes.
Chief Executive Offer and Responsible Officer
Mr. Lee has 28 years of financial service industry experience and has worked at Morgan Stanley, Sun Hung Kai Financial, Goldman Sachs and Bankers Trust. He is also a Fintech mentor at HK X Foundation.
Mr. Lee played an active role is the development of the asset management industry in Hong Kong. His HKSAR government appointments include the advisory committee of the Securities and Futures Commission (SFC) from 2007 – 2009, and the Financial Services Development Council (FSDC) – New Business Committee since March 2013. He led the working group on FSDC paper titled “The Future of Fintech in Hong Kong” published in May 2017. Mr. Lee chaired AIMA Hong Kong (the global trade association for hedge funds) for 8 years from 2004 to 2012. He was voted by AsianInvestor Magazine as one of the “Top 25 most influential people in Asian hedge funds” and by Asia Fund Manager as one of the “Top 50 Industry Leader”.
Mr. Lee is a graduate of the University of Pennsylvania.
Sarakorn (Bobby) Gerjarusak
Chief Risk Officer and Responsible Officer
Sarakorn (Bobby) Gerjarusak is senior global markets professional with expertise in structuring financial products and risk management. Bobby has over 25 years of experience working in major global investment banks, including UBS, Goldman Sachs (MD and Head of FX and Rate Structuring), HSBC, Lehman Brothers, Barclays Capital and Merrill Lynch. Bobby is currently a visiting professor (FinTech, Department of Finance) at the Chinese University Hong Kong.
Bobby had several roles at UBS, including Head of Structuring, where he managed a team of 30 professionals to structure trades across equities, FX, rates and credit. Bobby was also Asia Pacific Head of Non-Core and Legacy, where he led the team dedicated to unwinding assets which UBS did not want to keep on its books. Bobby has a PhD, MS and BS in Engineering from Massachusetts Institute of Technology (MIT), Yale University, and University of Pennsylvania.
This presentation is prepared and issued by Lotus Asset Management Limited ("Lotus"), which is a corporation licensed by the Securities and Futures Commission in Hong Kong to engage in Type 4 (advising in securities) and Type 9 (asset management) regulated activities. This presentation has not been reviewed by the Securities and Futures Commission or any regulatory authority in Hong Kong.
This presentation is produced for information purposes only and does not constitute an offer to buy nor a solicitation to sell, nor shall it form the basis of or be relied upon in connection with any contract or commitment whatsoever or any investment advice.
The information contained on this presentation is intended for Hong Kong residents only and should not be construed as a distribution, an offer to sell, or a solicitation to buy any securities in any jurisdiction where such activities would be unlawful under the laws of such jurisdiction, in particular the United States of America. If you are resident in territories other than Hong Kong, you should consult your professional advisers as to whether you require any governmental or other consent or need to observe any formalities to enable you to invest in the products or accept services described in this website.
Given the economic and market risks, there can be no assurance that the financial instrument(s) will achieve its/their investment objectives. Returns may be affected by, amongst other things, investment strategies or objectives of the financial instrument(s) and material market and economic conditions, including interest rates, market terms and general market conditions. The different strategies applied to the investment products may have a significant effect on the results portrayed in this website. Past performance is not a guide to future performance and the value of the investments in financial instrument(s) may go down as well as up. Investors may not get back the amount they originally invested.
The information provided in this presentation is for information purposes only. It is not intended to solicit the subscription of or the sale of any financial instruments. In no event shall the content of this website be deemed as an investment advice with respect to any financial instruments or an offer to purchase or sell these. In addition, as the presentation of products in itself does not allow the making of a contract, it may neither be considered as a solicitation for purchase or sale of financial instruments or an offer of such to the public. The information contained in these pages is not intended to provide professional advice. Persons accessing these pages should obtain appropriate professional advice when necessary.
Whilst every reasonable precaution has been taken to ensure the accuracy, completeness, security and confidentiality of information in this presentation, Lotus including its directors, employees, representatives or suppliers, cannot assure and/or confirm the information is free from misstatement, error, distortion and/or inappropriateness. Any person who intends to and/or decides to use or extract and/or has doubts about the information in this website, please seek for independent professional advice or consult your lawyers.