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Roy has extensive experience in providing accounting and administrative services to various types of asset classes ranging from traditional unit trust funds, exchange traded funds, mandate funds and private equity funds (including venture capital, growth capital and fund of private equity funds.
Previously, Roy worked at Citibank NA as a Vice President, performing oversight and client management for Hong Kong Unit Trust and ETF funds. He had been with Citibank for seven years where he led a team of Portfolio Accountants, providing middle office services. Roy also worked at Conifer Financial Services (acquired by SS&C in 2017), as Vice President, managing a team of private equity fund accountants.
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