Wei Xu Yan
Portfolio Manager-Equities at Close Asset Management Ltd.
Profile
Mr. Wei Xu Yan, CFA, is an Investment Manager at Close Asset Management Ltd.
He heads up ETF research while managing various funds.
His investment universe comprises a full range of passive (Index funds and Exchange Traded Products) investments across the equity, bond and alternative spectrums.
Mr. Yan worked for Fortune Asset Management which was wholly acquired by Close Brothers Plc in 2010.
He has an undergraduate degree in Business Studies and Economics from University of Manchester and an MSc in Investment Management with distinction from Cass Business School, London.
Wei Xu Yan active positions
| Companies | Position | Start |
|---|---|---|
Close Asset Management Ltd.
 Close Asset Management Ltd. Investment ManagersFinance Close Asset Management Ltd. (Close AM) is the asset management subsidiary of Close Asset Management Holdings Ltd., itself a subsidiary of Close Brothers Group plc (LSE: CBG, ADR: CBGPY) in Great Britain. The firm was founded in 1982 and does business as Close Brothers Asset Management. Headquartered in London, Close AM provides a bespoke investment management service to private clients, trusts and corporates. | Portfolio Manager-Equities | 01/03/2010 |
Training of Wei Xu Yan
| Alliance Manchester Business School | Undergraduate Degree |
| Bayes Business School | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Close Asset Management Ltd.
Close Asset Management Ltd. Investment ManagersFinance Close Asset Management Ltd. (Close AM) is the asset management subsidiary of Close Asset Management Holdings Ltd., itself a subsidiary of Close Brothers Group plc (LSE: CBG, ADR: CBGPY) in Great Britain. The firm was founded in 1982 and does business as Close Brothers Asset Management. Headquartered in London, Close AM provides a bespoke investment management service to private clients, trusts and corporates. | Finance |
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