Anwar Raslan

About Anwar Raslan

Highly-accomplished investment leader with over 20 years of experience in portfolio management, investment product, investment strategy, and financial advisory. A CFA Charterholder, CFP, and MBA graduate, I specialize in constructing multi-asset portfolios, optimizing performance, and managing risk to exceed benchmarks. Proven expertise in delivering tailored investment solutions for high-value clients, including institutions, corporations, and high-net-worth individuals. Skilled in advanced financial modeling, market analysis, and client relationship management, I thrive in roles that bridge technical expertise with strategic decision-making.I have leveraged my global experience to drive investment performance and client success.Key Achievements:• Secured $3B+ in mandates, including high-profile Australian retirement and endowment funds.• Directed multi-asset portfolios that consistently outperformed benchmarks through innovative SAA and DAA strategies.• Successfully transitioned teams to advanced investment platforms like MercerInsight and eVestment for data-driven decision-making.

Experience

1. Mutual Fund Product Specialist Associate Director

   瑞银集团

   Aug 2025 — Present · NY, US

   Advancing mutual fund product strategy and advisory platform enhancements across UBS’s U.S. Wealth Management business, aligning product access with investment governance and CIO priorities.• Collaborating with Legal, Compliance, Operations, and Investment teams to enhance fund onboarding, eligibility frameworks, and platform efficiency.• Leading onboarding of clients and fund structures to the Omnibus platform, ensuring regulatory compliance, operational readiness, and execution quality.• Driving cross‑functional initiatives to improve product accessibility, operational scalability, and advisor experience across the advisory platform.• Bringing a global investment and platform perspective following relocation from Australia to the U.S, informed by prior CIO and institutional investment leadership roles.

Education

• University of the Sunshine Coast

  Master, MBA

  2006 — 2007

• The Financial Services Institute of Australasia (FINSIA)

  GDipAppFin, Finance & Investment

  1998 — 2000

• University of Adelaide

  Bachelor of Economics, Economics

  1993 — 1996

• University of the Sunshine Coast

  Masters, Financial Planning

  2005 — 2006

• Deakin University

  CFP, Financial Planning

  2003 — 2004

Skills

• Wealth
• Financial Services
• Personal Insurance Strategies
• Superannuation
• Investments
• Wealth Management
• Debt Management
• Retirement Planning
• Business Planning
• Centrelink Advice
• Insurance
• Estate Planning Advice
• Portfolio Management
• Financial Advisory
• Retirement
• Strategic Financial Planning
• Superannation Advice
• Financial Planning
• Investment Advisory
• Investment Strategies
• Asset Allocation
• Smsf
• Wealth Accumulation
• Financial Advice
• Budgeting
• Budgets
• Relationship Management
• Pensions
• Small Business