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Felix Fok appointed Director of Global Equities at Jarden Wealth
Jarden Wealth has appointed Felix Fok as the new Director of Global Equities. Fok will join Jarden Wealth’s Global Equities team, where he will contribute new insights and perspectives to the firm's advisers.
Felix Fok brings with him 12 years of experience from his role as Portfolio Manager at Milford Asset Management. During his tenure at Milford, Fok managed the Global Equity Fund and the Global Select strategy, focusing on client education. His career also includes investment research roles in Hong Kong and London.
Chris Wilson, CEO of Jarden Wealth, expressed confidence in Fok's capabilities for the new role. “Felix has a track record of uncovering investment themes and identifying future market leaders poised for long-term outperformance. We are looking forward to bringing Felix’s insights to our advisers and clients," Wilson said.
Wilson further noted that the appointment of individuals such as Fok demonstrates Jarden Wealth's commitment to delivering market-leading solutions. “Jarden Wealth has a focus on delivering market-leading solutions and outcomes for our clients – hiring people of Felix’s calibre is an example of how we are putting this into practice,” he added.
Felix Fok himself commented on his new role, expressing his enthusiasm about joining Jarden Wealth amid its growth phase. “I am excited to join Jarden Wealth at a time of growth. I see a client-focused platform with significant potential to impact a wide range of clients in New Zealand,” he stated.
Fok also highlighted his commitment to helping New Zealanders achieve financial independence. “I am passionate about helping Kiwis achieve financial independence. I also look forward to contributing to and learning from the highly successful Jarden Wealth team,” he said.
Felix Fok holds a Master of Arts degree in Chemical Engineering from the University of Cambridge and is a Chartered Financial Analyst (CFA) Charterholder. He will officially begin his role at Jarden Wealth on 5 August 2024.