Dale will head-up HGI’s marketing and overall business development for Asia, North & South America, Europe and the Middle East. He was previously head of international business development at Mirae Asset Global Investments.
Dale’s responsibility for developing HGI’s business will focus on both international clients looking to invest in China and Asia, as well as mainland Chinese financial institutions wishing to allocate capital globally, including in the UK and Europe.
He will also lead the product development and marketing communications teams for the company, where he is responsible for creating a strong brand presence.
The parent company, Harvest Fund Management (HFM), is the largest institutional asset manager in China with over $100bn (£76.5bn, €89.6bn) in assets under management and 200 investment professionals across China. It has an investment team in Hong Kong of 30 looking not only at H-shares and ADRs, but also Asia -ex-Japan products.
“The advantage of being there and on the ground is that you can catch the trends early and you can invest at the right time,“ Dale said in an interview with International Adviser.
Harvest Global Investments is planning to launch some Ucits funds in November. “We’re looking at both equity and fixed income products covering Asia and China.” Dale said.
Aiming for new level
“We are one of the first Asian-based asset managers to expand overseas, with offices in Hong Kong, London and New York, and a number of products, including Asia and China equity, fixed income funds and ETFs already listed,” Dale said.
“My role is to build and elevate this side of the business and take us to a level where we can genuinely compete on the international stage,” he said.
“With our roots in China and with over 200 investment staff in China and Hong Kong, we have a real advantage when it comes to understanding, analysing and investing in the region.”
Dale has over 20 years of business development and marketing experience in the finance industry, for both long-only and alternative investment strategies and has led companies and teams in international asset management and investment banking in Europe, Asia and the US.
HGI chief executive James Sun, said Dale’s appointment was part of a plan to expand and increase the overall quality of the firm’s business in the highly competitive international arena.
The parent company, Beijing-based Harvest Fund Management (HFM), was set up in 1999 with state-owned China Credit Trust holding a 40% stake and Deutsche Asset Management and Lixin Investment each owning a 30% stake.
The fund management group is one of the industry leaders in China where it has 10 offices serving more than eight million clients.
