Ascalon Capital Managers
Ascalon Capital Managers takes equity stakes in, and is an active business partner of, some of Asia Pacific's leading boutique asset managers. These boutiques specialise in high conviction or absolute return strategies. In 2011, Ascalon was awarded Best Investor Supporting Australian Managers at the Australian Hedge Fund Awards and in 2013, Ascalon was awarded Boutique Fund Managers of the Year - Asia Pacific at the International Hedge Fund Awards.
Ascalon is a 100% owned subsidiary of Westpac Banking Corporation. It operates under the governance of a board made up of experienced fund management and financial services executives. For more information on our board click here.
Ascalon is a team of 12 specialist executives
- all dedicated to the sustainable development of each of its
Chief Executive Officer
+852 3961 0828
Chuak joined Ascalon to help establish Ascalon's Asian business in 2011, and was appointed Chief Executive of the broader group in late 2012. Based in Hong Kong, Chuak is responsible for growing the overall business and managing the executive team. Chuak is an executive director of Ascalon Capital Managers Asia and is on the board of several Ascalon partner firms. Chuak started his career at a Chartered Accounting firm and joined Bankers Trust in 1988, where he worked in business management and established their Singapore business. He joined ING Investment Management in 1998, where he led sales and marketing and also served as Chief Risk Officer, Asia Pacific. In 2007 he co-founded a hedge fund in Hong Kong and was COO until 2011. Chuak has 25 years' experience in investment management.
Head of Ascalon Australia
+61 2 9017 9788
Rob heads up Ascalon in Australia reporting to Chuak Chan in Hong Kong. Before moving to Ascalon, Rob held senior positions for 15 years throughout Asia Pacific at Deutsche Bank and Lehman Brothers - culminating in being appointed Lehman's co-Head of the Equity Division for Asia Pacific in 2005. After leaving Lehman, Rob co-founded DragonBack Capital in late 2006. As co-Founder and CEO, Rob presided over the build-up of a 20 person team managing over USD 600m across two funds in the Equity multi strategy space. In 2010, DragonBack opened its infrastructure to launch new funds and transition existing managers on to the all-encompassing platform. Rob brings over 25 years' experience in Asia Pacific Capital markets, the last 16 of which were based in Hong Kong.
Head of Finance
+61 2 9017 9731
Glenn joined Ascalon in 2008 as the Company’s Financial Controller and brings over 20 years’ experience gained primarily through blue-chip Australian wealth management firms. In his role, Glenn is responsible for Ascalon’s overall financial operations and reporting, business planning, financial regulatory requirements and corporate finance activities. Glenn also provides finance and corporate support for a number of Ascalon’s partner firms. Prior to joining Ascalon, Glenn has held major roles at GIO Asset Management as Corporate and Fund Accounting Manager and as Financial Controller for a number of St George Bank’s wealth management businesses including Advance Asset Management (also a member of the Westpac Group). Glenn holds a Bachelor Business (Acc.) and is a member of CPA Australia.
Head of Legal, Compliance and Operations
+61 2 9017 9734
Samantha joined Ascalon in January 2010 with responsibility for overseeing Ascalon’s operations and compliance framework in the Asia Pacific region. Samantha manages Ascalon’s operations, product development, risk, compliance, legal and governance functions. In understanding the importance of a partnership model, Samantha and her team also provide guidance to investee firms partnering with Ascalon. Having started her career as a commercial litigator with Piper Alderman, Samantha has subsequently held legal and compliance roles with the ASIC, Perennial Investment Partners and within the broader BT Financial Group. Samantha has 9 years’ experience in the financial services industry with speciality knowledge of emerging and dynamic fund management practices.
Head of Investments
+852 3961 0810
Andrew manages Ascalon’s investment process, working within the management team to develop our business partnerships. This involves identifying and evaluating strategic investment opportunities. Andrew was previously an Investment Manager in the Multi-Manager Group at GAM – a role which saw him select, allocate and monitor investments into Asian Hedge Funds. Andrew has been working in the hedge fund industry for over 10 years, and has over 20 years' of experience in financial services.
Global Business Development
+852 3961 0881
Katarina is responsible for global business development for Ascalon’s partner firms and brings over 17 years’ hedge fund experience, having started analysing hedge funds in London for Aurum Funds Ltd in 1996. Here she also helped the founder of EuroHedge launch the first and longest-running dedicated trade magazine in 1999 for the hedge fund industry in Europe, and then subsequently Asia. After 11 years doing manager selection, Katarina then moved to Hong Kong as Portfolio Specialist for Cannizaro Capital in 2008 before helping launch Asian event-driven fund, Senrigan, in 2009. There, she grew assets to over USD 1.1 billion before joining Ascalon (Hong Kong office) in May, 2013.
Senior Manager, Sales and Distribution
0423 850 673
Dale is responsible for the retail distribution strategy covering the platform, licensee and financial adviser segments. Dale also covers institutional business development for our partner firms in Australia. Dale has over 13 years' experience in financial services and funds management. He previously worked as a financial planner for a boutique licensee and then in practice management at AXA Australia. At AXA, Dale coached financial planning business owners and advisers in implementing advice and investment solutions. Dale is based in Sydney and reports to Rob Lance.
Senior Manager, Marketing
+612 9017 9713
Melanie works with our partner firms to develop the retail strategy that will help them achieve their goals within the platform, licensee and financial adviser segments. In addition, Melanie manages research reviews for our partner firms. Melanie over 18 years’ experience in alternative investments and fund management. Melanie began her career in 1995 at Merrill Lynch (London). She joined Aspect Capital Limited in 1998, initially as a trader before becoming Aspect's Senior Marketing Manager. Melanie immigrated to Australia in 2003 to head up Select Asset Management’s Sales and Marketing effort. From 2007 to 2012 she was Select’s Head of Marketing. Melanie joined Ascalon in September 2012.
+61 2 9017 9706
Adeline is responsible for the day-to-day operations of Ascalon’s investment vehicles and the relationship with HSBC - the administrator and custodian of Ascalon’s partner firms. Prior to joining Ascalon, Adeline was at BT Financial group where she primarily worked within fund accounting. Adeline has a Bachelor of Commerce from the University of New South Wales.
+61 2 9017 9705
Alex is the Business Manager for Ascalon and has over 14 years' consulting, corporate advisory and funds management experience. Alex began his career with PwC Consulting then Marsh & McLennan Companies in London before moving to Sydney with KPMG. He then worked with two Sydney-based boutiques – one specialising in corporate advisory (Beerworth + Partners) and the other funds management (Arkx I.M.). Alex is responsible for the day to day operation of the Ascalon business and liaison with the wider Westpac Group. He holds an MBA from the Macquarie Graduate School of Management and is a Graduate Member of the Australian Institute of Company Directors.
Senior Compliance Manager
+61 2 9017 9714
Delia is responsible for Ascalon’s risk and compliance framework, assisting Samantha Osman. Her responsibilities include identifying and advising on compliance obligations, and developing, implementing and monitoring risk controls. Delia is a lawyer with 15 years’ experience with companies such as Avoca Investment Management and Westpac, and in private practice. Her past experience includes being a Senior Associate in retail banking with Mallesons, where she advised large financial services corporations on credit and investment products, privacy, and consumer protection.
+61 2 9017 9715
Andi’s role as Financial Accountant of Ascalon is to work closely with each of Ascalon’s Boutique Firms in providing Accounting services including financial control, management reporting, regulatory reporting and forecasting/budgeting. Andi also provides Accounting assistance in the day to day operations of Ascalon’s corporate entities. Prior to Ascalon, Andi was at Deloitte Touche Tohmatsu working in Audit and Business Advisory Services while attaining her Chartered Accountant qualification and membership. Andi holds a Bachelor of Commerce with a Bachelor of Business Administration from Macquarie University.