Profile
Andrew Wai Yuen is a Portfolio Manager at UBS Financial Services, Inc. since 2005.
He previously worked as an Investment Consultant at TD Waterhouse Group, Inc., Assistant Portfolio Manager at Barclays Global Asset Management, and Senior Sales Associate at Credit Suisse First Boston Corp.
He also worked as a Practice Leader Finance Performance Improvement at ALaS, Inc. Mr. Yuen received his undergraduate degree from Metropolitan College of New York in 1998.
Andrew Yuen active positions
| Companies | Position | Start |
|---|---|---|
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium. | Portfolio Manager-Equities | 01/05/2005 |
Former positions of Andrew Yuen
| Companies | Position | End |
|---|---|---|
Credit Suisse First Boston Corp.
Credit Suisse First Boston Corp. Real Estate Investment TrustsFinance Real Estate Investment Trusts | Corporate Officer/Principal | - |
ALaS, Inc.
ALaS, Inc. Miscellaneous Commercial ServicesCommercial Services Provides consulting, technology, and transformation services | Corporate Officer/Principal | - |
TD Waterhouse Group, Inc.
TD Waterhouse Group, Inc. Investment Banks/BrokersFinance Provides discount securities brokerage services worldwide | Corporate Officer/Principal | - |
Barclays Global Asset Management
Barclays Global Asset Management Investment ManagersFinance Provides investment advice | Portfolio Manager-Equities | - |
Training of Andrew Yuen
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium. | Finance |
TD Waterhouse Group, Inc.
TD Waterhouse Group, Inc. Investment Banks/BrokersFinance Provides discount securities brokerage services worldwide | Finance |
Barclays Global Asset Management
Barclays Global Asset Management Investment ManagersFinance Provides investment advice | Finance |
Credit Suisse First Boston Corp.
Credit Suisse First Boston Corp. Real Estate Investment TrustsFinance Real Estate Investment Trusts | Finance |
Metropolitan College of New York
Metropolitan College of New York Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
ALaS, Inc.
ALaS, Inc. Miscellaneous Commercial ServicesCommercial Services Provides consulting, technology, and transformation services | Commercial Services |
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