Allen Yan is Executive Corporate Officer and Chief Financial Officer, Global Head of Finance and Head of Finance Division, responsible for all financial accounting and capital management throughout the firm globally. He also serves as Global Head of Strategic Planning, and oversees all strategic activities. He has held his current roles since April 2023, and is based in Tokyo.
Yan first joined Nikko Asset Management in May 2006 as General Manager, Analysis and Budgeting Department. In March 2008, he became Head of Strategy & Financial Planning Department. Then in April 2011, he was seconded to the joint venture company Rongtong Fund Management Co., Ltd. headquartered in Shenzhen, China, as Executive Deputy CEO. In May 2013, with the founding of Rongtong’s subsidiary in Hong Kong Rongtong Global Investment Limited, he took on the additional role as its CEO. He returned to Nikko Asset Management in January 2023 as an Executive Corporate Officer and Chief Financial Officer.
Prior to joining Nikko Asset Management, Yan joined the New Business Development Group at Fidelity Investments in Boston in 2000 and later transferred to Fidelity Investments Japan in 2001. There, he was in the finance division, responsible for business planning and financial analysis for Fidelity Investments Japan and subsequently Fidelity Investments Asia.
He earned his BA in Economics at the University of Chicago and his Master of Commerce and Management at Hitotsubashi University in Japan. He holds the designation of Chartered Financial Analyst (CFA).
Mr. Yan is responsible for all financial accounting and capital management throughout the global firm, as well as all strategic activities.
Mr. Yan led the Hong Kong entity of Nikko AM’s joint venture, which explores cross-border and overseas investment opportunities. He was responsible for overall business planning and execution for the firm.
He worked for Nikko AM’s joint venture, which offers a wide range of investment strategies across equities, fixed income, money market, fund-of-funds and overseas products to investors in China. As the No. 2 executive officer in the firm, he assisted the CEO with day-to-day management. He also acted as COO (overseeing various functions including Trading, IT and Operations) as well as Head of International Business.
Mr. Yan set up a standalone financial planning function responsible for group management reporting and annual budgeting. He also managed key group finance initiatives, led key acquisitions and integrations, formulated mid-term business plans, and conducted the shareholder communication function.
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