CFA Institute, the global association of investment professionals has named Paul Smith, CFA, currently Managing Director, APAC and global head, Institutional Partnerships at CFA Institute, as its new president and CEO.

Smith’s appointment comes after an extensive global search to lead the organization of more than 127,000 investment professionals in 147 countries, most of whom are CFA charterholders.

Smith has more than 30 years of leadership experience in the asset management industry, including over 18 years in Asia. He joined Bank of Bermuda in Hong Kong as Asia head of securities services in 1996.

After HSBC’s acquisition of the bank in 2004, he served as global head of securities services and global head of alternative funds administration based in New York, where he was responsible for the delivery of services to 2,000 investment funds with over US$250 billion of assets. Before joining CFA Institute in October 2012, Smith was chairman and CEO of Asia Alternative Asset Partners.

The selection comes as CFA Institute continues to broaden its global reach, with a stronger presence planned for both China and India, continued growth of its recently launched Claritas Investment

Certificate program, an Annual Conference in April in Frankfurt, Germany, and the second annual Putting Investors First Month in May – a global series of events to unite financial professionals throughout the world in a commitment to place investor interests above all others.

Smith is a Fellow of the Institute of Chartered Accountants of England and Wales and an Executive Committee member of the Alternative Investment Association, Hong Kong. He holds a Masters degree in History from Oxford University, and is a CFA charterholder.

Smith succeeds the leadership of Dwight D. Churchill, CFA, who was named interim president and CEO in June of last year following the tenure of former president and CEO John Rogers, CFA.

comment COMMENT NOW