Director and founder of Queen Street Finance
James has worked in Finance for over 20 years primarily in Asset management, working at Atlantis Investment Management for 8 years where he rose to run the AAA S&P rated Atlantis Korean Smaller Companies Fund and later worked in boutique hedge funds as an equity analyst. Other roles followed in Institutional Broking for Chinese and Korean firms. In 2015, the opportunity to repurpose Woori Investment and Securities, a Korean former employer, arose from which Queen Street Finance was established.
James holds a CFA charter as well as an MA from Cambridge University.
Head of Client Business
Maxim has over 14 years of experience in London’s financial industry as a Senior Relationship Manager for Commodities Clients and a Flow Trader of Crude Oil, Oil Products and Coal derivatives. Previously he was Senior Associate in Global Markets and Structured Finance teams. Maxim has a BSc in Economics from London School of Economics and Political Science and MSc in European Public Policy from Birkbeck College, University of London. At Queen Street Finance, Maxim oversees relationship management, sales and trading functions
Head of Settlements and Client Service
Phil joined Queen Street Finance in January 2018 and has 33 years of Industry experience. He headed up the Institutional Client Services Team at HSBC Asset Management for 20 years and managed the Investment Administration team at Atlantis Investment Management Ltd for 9 years
Chief Financial Officer
Gee has over 10 years of experience in financial industry. She joined Queen Street Finance in 2015 and covers finance, operations, regulatory reporting, and compliance (CF10/11 Nov15-Jun20). She worked at Woori I&S in London (Subsidiary of NH Investment & Securities, Korea, previously known as Woori Investment & Securities) for 5 years covering finance, operations, settlement (bond trades etc.), compliance, and regulatory reporting.
Gee studied Software Engineering in Seoul, Korea and completed an MSc in Business management in the U.K.
Head of Compliance
Olivia joined Queen Street Finance in November 2019, where she is responsible for developing and implementing effective compliance monitoring programs for the firm. Having previously worked for one of the largest Chinese securities firms in London as an Institutional Sales, she gained various front-office experiences and a deep understanding of the importance of compliance within the financial industry. She is fluent in English, Chinese, and Cantonese.
Olivia completed her BSc (Hons) and MSc degrees in Investment & Financial Risk Management from Bayes Business School (previously known as Cass Business School) in the UK. Additionally, she holds CISI Level 3 Certificates in Securities and Global Financial Compliance
Settlements and Client Service Associate
Tom joined Queen Street Finance in April 2021. He has two and a half years’ experience in fund administration including a role of senior fund administrator for Yealand Administration providing bespoke services for both OEICs and Unit Trusts . Tom holds a CISI Level 3 Certificate in Investment Operations as well as a degree in Education and Mathematics from Bishop Grosseteste University.
His role at Queen Street Finance is to support the Head of Settlements and Client services in all aspects of his role.