Barings Adds to Presence in Asia Pacific with New Leadership Roles
Aug 21, 2018
HONG KONG (21 August 2018) – Barings, one of the world's leading financial services firms, announced today that Duncan Robertson, Global Head of Distribution and Marketing, has assumed an expanded role as Head of Asia Pacific. In addition, Shelley Liu joined the firm as Country Head of China to oversee Barings' growth efforts in China.
In Robertson's newly created role, he will lead Barings' overall business operations and growth strategy in the Asia Pacific region while continuing to oversee the firm's global distribution and marketing strategy. The appointment of Robertson, a member of Barings' senior executive team and a direct report of Barings' Chairman and CEO, Tom Finke, reflects the firm's commitment on growing its investment operations and client base in the region, where Asia Pacific currently represents 34% of Barings' external assets under management. Robertson will relocate to the firm's Sydney office from Charlotte, North Carolina.
"The growing influence of the Asia Pacific region within the global financial markets is among the leading narratives in the asset management industry, and our firm has positioned itself to deliver comprehensive investment solutions to clients across the region," Finke said, "The addition of new resources and leadership focused on serving our growing client base in the region aligns with our long-term growth strategy, and will help strengthen our existing client relationships while also establishing new ones in the years ahead."
"I look forward to strengthening our presence in the Asia Pacific region and helping expand a truly global investment platform for our clients," Robertson said. "I will be supported in this role by a best-in-class executive team and a deep bench of talented investment professionals, both in Asia Pacific and around the world. Our global capabilities allow us to offer opportunities across various countries, asset classes and risk profiles, but it's our local, in-market teams that ensure we are meeting the needs of our clients with the right solutions."
Robertson has worked in the finance industry since 1991 and joined Barings in 2008 in Sydney. He played a significant role in the successful build-out of the firm's Asia distribution platform. Prior to joining Barings, he oversaw all fixed income distribution services in Australia and New Zealand for Merrill Lynch. Robertson earned a Bachelor of Business from RMIT University, is a Chartered Accountant, and is a member of the Financial Services Institute of Australasia.
As part of the firm's long-term expansion strategy, Barings has also appointed Shelley Liu as Country Head of China, reporting to Robertson. Liu's leadership and in-depth knowledge of the Chinese asset management industry, and experience managing sales and distribution teams in China, will help establish Barings in this significant market. Additionally, Barings announced it has received approval to establish an Investment Management Wholly Foreign-Owned Enterprise (WFOE) in Shanghai.
Prior to joining Barings, Liu was the Chief Representative of the Beijing Office and Head of Government Relations in China for Vanguard Investments Hong Kong Limited. She has also held positions with Wellington Global Investment Management and Morgan Stanley. She earned a Bachelor of Economics in International Business from the University of International Business and Economics in China and a Master of Science in International Banking from Loughborough University in the United Kingdom.
Barings is a $305+ billion* global financial services firm dedicated to meeting the evolving investment and capital needs of our clients. We build lasting partnerships that leverage our distinctive expertise across traditional and alternative asset classes to deliver innovative solutions and exceptional service. Part of MassMutual, Barings maintains a strong global presence with over 1,800 professionals and offices in 16 countries. Learn more at www.barings.com.
*As of June 30, 2018
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