
Paul Wan
He/Him

University of Cambridge

Millennium
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About
I've spent twenty-plus years in Asian equities, in every seat the industry offers. Ten years on the sell side at CLSA in Tokyo and Hong Kong, ranked Asiamoney #1 best analyst in the region five years running. Five years inside hedge funds — running my own book as a portfolio manager at Horizon, and most recently as a senior analyst on a Japan market-neutral pod at Millennium. In between, five years independent as founder, CIO and head of alternative investments: I launched a hedge-fund allocation practice for family offices, conducting due diligence on 100+ managers, then co-founded an asset management firm and took it through SFC licensing as its Responsible Officer, growing it from a private-equity and real-estate shop into a multi-strategy alternatives platform. Today I also design and build agentic-AI research workflows for my own global-equities portfolio. Born and raised in Hong Kong, educated in England, and lived in Japan for a decade. Native English and Cantonese, fluent Mandarin and Japanese.
Why do I coach?
Because a coach changed my career before I understood what coaching was. As a junior analyst on the sell side, my firm paired me with a professional coach, and the difference it made to how I worked and carried myself is still with me twenty years on — it's where I learned what a good coach actually does, and what a mentee actually needs. Later, as a senior, I was coached again on the softer skills that decide who gets the seat, and throughout my career I coached analysts and associates myself and found I looked forward to it more than most of the job. Then life reshaped the reason. Surviving a serious illness, and coming through other hard seasons, changed why I work: I came out with a strong pull to give back, and with a conviction from my own recovery — that the people best placed to help you through this industry are the ones who have lived it, and almost none of the professionals I met had. Becoming a father to a young son sealed it; staying connected to the next generation now matters to me more than any title did. I coach because I enjoy it, and because I've sat on both sides of the table.
Work Experience

Professional Coach
Independent
January 2026 - Present
Professional coach for finance careers — and for the people carrying them. 20+ years across every seat of the industry: five-time Asiamoney #1 analyst at CLSA, hedge fund portfolio manager, founder & CIO of two ventures, senior analyst at Millennium. I coach hedge fund and equity research candidates through high-stakes processes, founders building in finance, and professionals navigating the industry's hardest seasons.
Agentic AI Engineer
Agentic AI Engineer
October 2025 - Present
Manage a personal global-equities portfolio as a live testbed for an AI-augmented research approach. Built the agent suite through rapid hands-on iteration in Claude Code, expanding into open-weight & self-hostable models; designed and built a suite of working agents now in regular use, including idea generation, fundamental deep-dives, daily news runs and smart-money tracking. Structured research notes, models & decision logs for agent retrieval, a single-user working prototype of investment-team knowledge capture; developed practical guardrails for decision-grade LLM output: source-grounding, verification & human-in-the-loop steps.

Senior Analyst
Millennium
February 2024 - September 2025
Interviewer
Generated fundamental investment ideas for a senior portfolio manager covering Japan (all sectors) under tight market-neutral risk budgets. Led initiatives to bring alternative data into a Japan market-neutral pod's research process — screened and evaluated ~10 external data vendors spanning POS, credit-card and weather data (retail), monthly B2B sales (industrials), flight-schedule data (airlines), daily container-freight rates, satellite imagery and game-sales data. Worked with an external software engineering vendor on a bespoke transcription tool for the investment team; Worked with the internal data-science team to integrate selected datasets into functional dashboards for investment team.
Head of Alternative Investments
Metropoly Capital
November 2019 - May 2022
Hiring Manager
Co-founder and Responsible Officer of the SFC licensed Type-9 asset management firm; onboarded and integrated hedge fund assets allocation and fixed income businesses to the alternative investments platform. Responsibilities: - Operations, compliance, and talents acquisition for public market instruments in addition to investment responsibilities (hedge fund allocations). - Oversight of legacy private investments (private equity and real estate portfolios).
Director
Metropoly
February 2019 - October 2019
Hiring Manager
Led SFC Type-9 licensing initiative for the asset management business spinout. Oversaw private equity and real estate portfolios for the family office (Cold-chain logistics in China & Mixed-use hospitality asset in Japan), facilitated the specifications vetting process with project architect and tendering process with contractors.

Founder and Chief Investment Officer
Wingo
January 2019 - January 2024
Hiring Manager
Allocated proprietary capital to hedge funds, conducted investment due diligence and research on fund managers globally with a focus on fundamental equity strategies globally.

Portfolio Manager
Horizon Asset Management
September 2015 - April 2018
Interviewer
Ran a standalone book and provided stock ideas to a senior PM using a fundamental market-neutral approach with tight risk budgets; covered all major sectors in Asia (China, HK, Korea, Taiwan, Japan, ASEAN).
Regional Head of Transport Research
CLSA Asia-Pacific Market
March 2006 - August 2015
Hiring Manager
Led the regional transport research team advising institutional investors globally; Sectors covered: Transport (Airlines, Shipping, Railways & Logistics), Consumer and Household Products, Games software. Asiamoney #1 Best Analyst in Japan (2013 — fifth consecutive year) and #1 Best Regional Transport Analyst Asia ex Japan (2013); #1 Best Transport Analyst in Japan (2014); Thomson Reuters StarMine Top-3 stock picker, Transport (2014).
Education

University of Cambridge
MA MEng, Manufacturing Engineering
2000 - 2004
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