
Paul Wan
Life Coach for Finance Professionals — I've Sat in Your Seat and the Storm

University of Cambridge

Independent
Understand most have a day-time job so doing this during normal business hours might be difficult, I am open to coach after office hours / over the weekend if it works better for you. Please reach out to me directly to book a slot.
Questions?
You can start chatting with Paul before you get started.
Fundamental equity investor who builds. 20+ years institutional and entrepreneurial experience spanning top-ranked sell-side research (Asiamoney #1 best analyst, 2009–2013, CLSA), buy-side background both as senior analyst (Millennium) & portfolio manager (Horizon). Started own venture to allocate hedge fund assets for family offices and co-founded an SFC-licensed asset management firm focusing on alternative investments. Currently, I am designing & building human-in-the-loop (HITL) agentic-AI frameworks and workflows to manage a personal global-equities portfolio. Cambridge MEng in Manufacturing Engineering — formal training in process design and optimisation, now applied to investment workflows. At Millennium, led alternative-data selection & adoption for a Japan pod, and worked between the pod & the internal data-science team. Native Cantonese/English, fluent Mandarin/Japanese. Sports enthusiast: Hiking, horseback riding, golf & skiing.
Paul also coaches for Hedge Fund, Equity Research, and Startup Founders. View all.
Work with Paul
Paul’s Life Coaching Qualifications
Coaches professionally
Experience level: Intern
This industry is hard on the person inside the professional — I've lived every version of its pressure across twenty-plus years: the sell-side grind, with its poll seasons when the votes didn't come and your worth is measured in public; the buy-side P&L; the pod. The heaviest years by far were the five-plus I spent independent — founder, CIO, licensed Responsible Officer — with no salary, no institution behind me, my own name on the regulatory line, and client capital that could walk at short notice. And the pressure was never only professional: I left Hong Kong as a schoolboy for the UK, spent a decade in Japan as the perpetual outsider, and came home after sixteen years to a city I barely recognized. I know what it is to feel foreign everywhere — including where you're from. Then life delivered its own bear market: a divorce, and a serious illness. What followed was a deliberate, years-long rebuild. I sat with psychiatrists, psychologists, and counsellors; tried both Western and herbal practice; learned meditation properly; returned to serious hiking; worked through long stretches of insomnia. What I came out with wasn't a quick fix but an architecture — physical and mental health rebuilt together — and, most importantly, happiness genuinely regained. I also came out with a conviction: almost every professional I consulted was skilled, but nearly none had lived our world. They could address the symptom; they couldn't recognize what a bad vote season, a shrinking book, a stalled venture, or an identity fused to a P&L actually does to a person. That's what I offer — a peer who has been through the storm and done the recovery work, for people in this industry going through theirs: on a desk, carrying a book, building a firm with your own name on the door, or starting over in a city far from home. Let me say the important part plainly: I'm not a therapist, and I'll tell you honestly if I think you need one; what I do sits alongside licensed care, never in place of it. What we work on together are the things this life quietly erodes — sleep, health, marriages and family squeezed by the job, the dislocation of living and working across cultures, who you are beyond the P&L — and the real crossroads: endure, change seats, strike out on your own, move across the world, or walk away. I've stood at every one of those forks myself. You won't have to explain the vocabulary or the stakes before you can talk about yourself. In my experience, that alone changes everything.
Paul can help with:
Communication Skills
Goal Setting
Mindfulness
Personal Growth
Resilience
Self-Reflection
Stress Management
Time Management
Work-Life Balance
Why do I coach?
Twenty-plus years at the sharp end of Asian equities taught me how careers in this industry are actually built. Surviving a serious illness changed why I work: I came away determined to give back, the way a professional coach once transformed my own trajectory as a junior. And as the father of a young son, staying connected with the next generation has never mattered more.
Work Experience

Agentic AI Engineer
Independent
October 2025 - Present
Manage a personal global-equities portfolio as a live testbed for AI-augmented fundamental research. Designed and built a suite of working agents now in regular use — idea generation, company fundamental deep-dives, daily news runs and activist tracking, among others. Completed a couple of intensive courses and self-learned Claude Code, then built the agent suite through rapid hands-on iteration and experimentation — from first agent to a working multi-agent research process in weeks. Structured research notes, models and decision logs for agent retrieval — a single-user working prototype of investment-team knowledge capture. Developed practical guardrails for decision-grade LLM output: source-grounding, verification steps and human-in-the-loop review.

Senior Analyst
Millennium
February 2024 - September 2025
Interviewer
Led initiatives to bring alternative data into a Japan market-neutral pod's research process — screened and evaluated ~10 external data vendors spanning POS, credit-card and weather data (retail), monthly B2B sales (industrials), flight-schedule data (airlines), daily container-freight rates, satellite imagery and game-sales data. Worked with an external software engineering vendor on a bespoke transcription tool for the investment team; Worked with the internal data-science team to integrate selected datasets into functional dashboards for investment team. Generated fundamental investment ideas for a senior portfolio manager covering Japan (generalist) under tight market-neutral risk budgets.
Head of Alternative Investments
Metropoly Capital
November 2019 - May 2022
Hiring Manager
Co-founder of the asset management firm, responsibilities included hedge fund assets allocation, oversight of private equity and real estate portfolios, business operations management, and talents acquisition
Director
Metropoly
February 2019 - October 2019
Hiring Manager
Oversaw private equity and real estate portfolios for the family office; Led SFC Type-9 licensing initiative for the asset management business
Founder and Chief Investment Officer
Wingo
January 2019 - January 2024
Hiring Manager
Allocated proprietary capital to hedge funds, conducted due diligence and research on fund managers globally with a focus on fundamental equity strategies globally
Portfolio Manager
Horizon Asset Management
September 2015 - April 2018
Interviewer
Ran a standalone book and provided stock ideas to a senior PM using a fundamental market-neutral approach with tight risk budgets; covered major Asian markets including Japan.

Regional Head of Transport Research
CLSA
March 2006 - August 2015
Hiring Manager
Led the regional transport research team advising institutional investors globally Asiamoney #1 Best Analyst in Japan (2013 — fifth consecutive year) and #1 Best Regional Transport Analyst (2013); #1 Best Transport Analyst in Japan (2014); Thomson Reuters StarMine top-3 stock picker, Transport (2014)
Education

University of Cambridge
MA MEng, Manufacturing Engineering
2000 - 2004
Paul also coaches for Hedge Fund, Equity Research, and Startup Founders. View all.