Kelvin Leung, CFA CAIA FRM CPWP

Kelvin Leung is an Executive Director, Head of Discretionary Fixed Income Asia at J.P. Morgan Private Bank, based in the Hong Kong office.

With over 18 years of experience, Kelvin's career began in 2008 as a research analyst at the Hong Kong Monetary Authority, where he played a crucial role in manager selection for the HKSAR Government's official reserves.

In 2013, he joined J.P. Morgan Asset Management, assuming responsibility for strategic product positioning of the firm's investment capabilities. He transitioned to the role of Investment Specialist within the Global Fixed Income, Currency and Commodities (GFICC) Group, contributing to the growth of the fixed income business in the Asia Pacific region.

Prior to rejoining J.P. Morgan, Kelvin served as a Senior Product Specialist at HSBC Global Private Banking, where he successfully drove sales activities for private bank clients in Hong Kong, focusing on mutual funds, discretionary mandates, and ETFs.

Kelvin joined J.P. Morgan Private Bank in 2023 as Head of Discretionary Fixed Income Asia, bringing his expertise to serve as a subject matter expert across managed fixed income solutions including mutual funds, modules and separately managed accounts (SMAs) for the Asia Private Bank business.

Kelvin earned a Bachelor of Science in Mathematics and Statistics from the University of British Columbia and a Master of Management Sciences in Applied Operations Research from the University of Waterloo.

His commitment to professional development is evident through his attainment of various certifications, including Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), Financial Risk Manager (FRM), and Certified Private Wealth Professional (CPWP).

Kelvin has also earned the Certificate of ESG Investing from the CFA Institute, highlighting his dedication to sustainable investing.