Felix Fok CFA
Director, Global Equities Analyst, Wealth Research
Felix is a seasoned global investor with over 20 years of experience growing investment portfolios across multiple asset classes and geographies. Prior to joining Jarden Wealth in August 2024, he served as a Portfolio Manager in Global Equities at Milford Asset Management, where his strategy ranked in the top decile within the Morningstar NZ OE Equity Region World category over the five years to October 2023.
Felix employs a strategic, growth-focused approach, identifying companies with durable competitive advantages, particularly in sectors benefiting from structural tailwinds such as technology, consumer products, life sciences, and media. His extensive experience is augmented by his curiosity and open-mindedness about the future.
Felix holds an MA in Chemical Engineering from Trinity College, Cambridge, is a Chartered Financial Analyst, and is a graduate member of the Australian Institute of Company Directors.