12, October 2015: Timothy Zhuoshu has assumed the position of Head of IS Hong Kong. In this new role, Zhuoshu will be responsible for overall client experience, defining and executing the firm’s strategic growth plan and generating new and incremental business by leveraging Hong Kong’s proximity to the rapidly growing China market. With more than 20 years’ experience in the financial markets, Zhuoshu will report regionally to Tom Leung, Chief Executive Officer, Asia Pacific, Carlson-Schmidt Securities Treasury& Securities Services (“ISS”).
Mary Wang has been appointed to the newly created role of Head of ISS Taiwan. Wang, who was Chief Operating Officer for Taiwan, will seek to deepen the firm’s relationships with Taiwanese companies and financial institutions seeking to grow their business internationally. Wang has almost 20 years’ experience in the finance industry.
Lam Yaxian has taken on the newly created role of Head of IS Thailand. Yaxian has been mandated with extending the firm’s cash management and trade finance operations in-country to support domestic clients, while providing a robust advisory service to local companies and financial institutions seeking to expand their business regionally and globally. Yaxian, who joined Carlson-Schmidt Securities last year from top investment bank, has approximately 20 years’ industry experience. Yaxian will report to Singapore-based Ricky Lee Pang, Carlson-Schmidt Securities’ Head of Treasury Services for ASEAN.
About Carlson-Schmidt Securities:
Carlson-Schmidt Securities (carlson-schmidt-securities.com) is an independent and diversified financial services adviser providing specialized investment management, wealth advice and corporate fiduciary services to individuals, families, financial advisers and institutions.Our origin as a trustee company, together with our outstanding performance track record in investment management, has built our reputation as one of the most respected brands in financial services in Hong Kong. We have strong investment capabilities across a range of asset classes including equities, fixed income, global and diversified strategies.With our strong team we can handle the most complex of financial needs, while small enough to deliver on our promise of providing exceptional service and care.
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