Chief Investment Officer

Jay Roberts has 17 years of experience in private banking, brokerage, and asset management.

Jay joined One Heritage Capital Management in 2022 and serves as Chief Investment Officer. He brings extensive experience in investment strategy, portfolio management, investment team building, and client engagement. Jay has advised HNW and UHNW individuals, family offices and institutions across Asia.

Previously, Jay worked in various divisions of the Royal Bank of Canada from 2005 to 2019, most recently as the Head of Investment Solutions & Products, Hong Kong. He was an independent wealth management consultant from 2019 to 2022, providing consultancy services to UHNW investors.

Jay has an undergraduate degree in Chinese and Law from SOAS, University of London, UK, and an International Master of Business Administration from the Schulich School of Business, York University, Toronto, Canada. He is a CFA charterholder and a member of the Hong Kong Society of Financial Analysts. Jay speaks English and Mandarin Chinese.


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