Private Wealth Management to Equity Research / Hedge fund

I believe there are some people out there might have a similar issue which I'm facing. Literally, I’m a portfolio manager in a private wealth management firm which was planning to move into ER/HF in near future. I was wondering is there any successful case around or any valuable advice from you guys whom involve in this industry.

A summary of my background sharing might useful for more appropriate advice. I am 25 years old Malaysian who is an entrepreneur since I've pursuing my 1st year of degree due to my high interest in the business which probably due to mentality stress caused by the family bad finance situation. I have formed a partnership in early of 2009 and the business is continuous generating a revenue of 200k annually till present. However, I realized that my real interest would be in investment once after I was graduated in 2011. I decided to quit the partnership but eventually stayed as a sleeping partner which offered by my partners. Then, I joined into an offshore private wealth management firm as a trainee portfolio analyst with 2 months’ probation (I’m one of the 2 local staff as this is an offshore firm formed by British with most of the staff is from UK). In an incident of portfolio mistake by me, I was assigned to restructure the portfolio to resolve the problem. Despite is just an ordinary idea on portfolio restructuring, my work has captured the attention of the directors and decided to promote me as a portfolio manager 6 months ago by managing AUM of GBP 20million.

However, private wealth management is totally different with fund as involve a lot of business/marketing perspective in investment management due to we’re just managing client’s account rather than fund. I would prefer to involve fully in investment analysis on arriving profiting idea. I do believe any technical way of analysing would be just a basic as the ability of generating idea is the crucial while most of the people failed by believing they will do it once they’re mastering the technical analysing skill. Meanwhile, I would be graduated with my part-time MBA by early 2013 ( I only see it as a pass of entry to big firm or might be worthless).

My questions are:

  1. What do you think of someone from private wealth management to ER/HF?
  2. Any issue would be your concern if you’re considering to hire this person?
  3. Is the experience in private wealth management considered as irrelevant experience?
  4. Is the length of the experience crucial in ER/HF ? (Personally belief that age is not the performance evaluation factor) (Is all about your point of view in every single investment/trade after the analysis of all relevant data and that's the reason of making profit)

I appreciate your reply/advice. Thanks in advance.

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