AZ Athenaeum

Our Team

Marco Cora (CFA)

Managing Director

Marco Cora, CEO and Portfolio Manager. He manages AZ Investment Management and he is responsible to supervise the management and the distribution of Azimut funds in South East Asia and to supervise the portfolio management services to our direct clients. Marco is board member of the Azimut Group companies in Australia, Hong Kong and China.

Prior to that, Marco was a Partner and Portfolio Manager in RM Partners, a boutique hedge fund in London. Marco worked with various banks and asset managers in London including UBS Investment Bank, Depfa Bank and Deka Bank.

Marco received his BSc in International Economics and his MSc in Quantitative Economics from Bocconi University in Milan where he was also a member of the Collegio di Milano and worked as an Assistant for the Mathematics faculty. He holds the professional designation of Chartered Financial Analyst.

Investment

Desmond Lum

Senior Portfolio Manager

With more than 23 years of investment experience, Desmond joined AZ Investment Management as a Senior Portfolio Manager. Prior to AZIM, he was with Maybank Wealth Management, Senior Director, Investment Strategy, Fixed Income where he is responsible for a team of investment specialists in global equities and fixed income. Desmond spent more than 5 years with Lion Global Investors (previously Lion Capital) as Senior Portfolio Manager, Absolute Return Strategies managing both listed unit trusts and segregated accounts utilising multi-asset classes from May 2008 till Dec 2013. Desmond pioneered in a multi-faceted role in Fortis Private Bank (previously MeesPierson Private Bank) Philanthropy Services as well as a Portfolio Manager. He was with Jardine Flemings Investment Management as an Investment Manager, managing Balanced investment mandates. He started his career as a Bond Dealer with Bank Brussels Lambert before joining ABN AMRO Private Bank as an Investment Manager. He is active in the non-profit sector as a Board member in WE CARE Community Services, JC Trust and Lew Foundation.

Desmond read Accountancy with National University of Singapore.

Ng Hwee Jan

Senior Asia Portfolio Manager

Hwee Jan joined AZ investment Management as a Senior Asian Portfolio Manager in May 2018. She has over 25 years of experience in the Asian fund management industry. She joined from RHB Asset Management where she spent four years as the Regional Head of Equity Research, with responsibilities for the overall equity research across the Asian region. Prior to that, she spent seven years in T Rowe Price as a senior analyst in the Asian and global emerging markets; and seven years in Merrill Lynch Investment Managers (now BlackRock) as part of the core team managing Asian equity and balanced portfolios. She also spent five years as a sell-side analyst with BZW-Pacific Union, and was voted best analyst for Singapore banks for two consecutive years in the Asiamoney poll. Hwee Jan is a Chartered Financial Analyst and holds a Bachelor of Social Science (Honours) in Economics from the National University of Singapore.

Yong Li Shan

Portfolio Manager

Li Shan joined AZ Investment Management after graduation as an Analyst and is part of the investment team, with primary focus on equity and fixed income research in the Asia Pacific ex-Japan markets. She has a Bachelor of Science in Accounting and Finance (Hons) from the University of London. Li Shan is a Chartered Financial Analyst Level 2 candidate.

Ng Sim Yew

Portfolio Manager

Sim Yew is a Portfolio Manager who holds a dual role In supporting the asset allocation and business development in AZ Investment Management. He has experience in Investment research and sales from the past employment. He was previously a FX dealer in a Chinese hedge fund prior to that, he was a Relationship Manager in DBS.

Compliance

Karen Lim

Compliance Director

Prior to joining AZ Investment Management, she worked as Legal Counsel in several banks and most recently as Compliance Officer in another licensed fund management company.

Karen graduated from NUS with an LLB (Hons) and was called to the Singapore bar in 1996. She also holds the ICA Diploma in Compliance.