Winnie So
Portfolio Manager-Equities at Credit Suisse Singapore Ltd. (Private Banking)
Profile
Ms. Winnie So, CFA, is a Senior Portfolio Manager at Credit Suisse Singapore Ltd.
She is also a Director and joined Credit Suisse Asset Management in 2020.
Ms. So started her career in the asset management industry in 2005 and has over 20 years of combined experience as an Equity Analyst and a Portfolio Manager.
She spent ten years as a Portfolio Manager at BEA Union Investment, a joint venture between The Bank of East Asia and the German bank Union Asset Management Holding AG.
She also worked as an Investment Analyst in Telligent Capital, a China equity hedge fund for four years.
Ms. So holds a bachelor’s degree in Business Administration from the Chinese University of Hong Kong.
She is a CFA charterholder, a Financial Risk Manager (FRM), an EFFAS Certified ESG Analyst (CESGA) and also holds SASB FSA (Fundamentals of Sustainability Accounting) Credential.
Winnie So active positions
| Companies | Position | Start |
|---|---|---|
Credit Suisse Singapore Ltd. (Private Banking)
 Credit Suisse Singapore Ltd. (Private Banking) Investment ManagersFinance Credit Suisse Singapore Ltd. (Private Banking) (Credit Suisse-PB) is the private banking division of Singapore-based Credit Suisse (Singapore) Ltd., ultimately held by UBS Group AG (SWX: UBSG), a multinational investment bank and financial services company headquartered in Switzerland. Founded in 1971, Credit Suisse-PB provides financial solutions, products and advisory services to wealthy families and individuals, often entrepreneurs and business owners. They also offer tailored services for external asset managers. | Portfolio Manager-Equities | 2020-03-31 |
Former positions of Winnie So
| Companies | Position | End |
|---|---|---|
BEA Union Investment Management Ltd.
 BEA Union Investment Management Ltd. Investment ManagersFinance BEA Union Investment Management Ltd. (BEA Union Investment) is an investment management firm headquartered in Hong Kong. The firm was founded as East Asia Asset Management Co. Ltd. in 1988 through a joint venture between The Bank of East Asia of Hong Kong (BEA) (owns 51%) and Union Asset Management Holding AG of Germany (Union Investment) (owns 49%). The current structure was established in 2007 and is the investment management hub in Asia for both BEA and Union Investment. BEA Union Investment offers comprehensive investment solutions to retail, institutional and pension clients. | Portfolio Manager-Equities | 2020-03-31 |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
BEA Union Investment Management Ltd.
BEA Union Investment Management Ltd. Investment ManagersFinance BEA Union Investment Management Ltd. (BEA Union Investment) is an investment management firm headquartered in Hong Kong. The firm was founded as East Asia Asset Management Co. Ltd. in 1988 through a joint venture between The Bank of East Asia of Hong Kong (BEA) (owns 51%) and Union Asset Management Holding AG of Germany (Union Investment) (owns 49%). The current structure was established in 2007 and is the investment management hub in Asia for both BEA and Union Investment. BEA Union Investment offers comprehensive investment solutions to retail, institutional and pension clients. | Finance |
Credit Suisse Singapore Ltd. (Private Banking)
Credit Suisse Singapore Ltd. (Private Banking) Investment ManagersFinance Credit Suisse Singapore Ltd. (Private Banking) (Credit Suisse-PB) is the private banking division of Singapore-based Credit Suisse (Singapore) Ltd., ultimately held by UBS Group AG (SWX: UBSG), a multinational investment bank and financial services company headquartered in Switzerland. Founded in 1971, Credit Suisse-PB provides financial solutions, products and advisory services to wealthy families and individuals, often entrepreneurs and business owners. They also offer tailored services for external asset managers. | Finance |
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