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Asset Management / On The Move
Franklin Templeton boosts client portfolio team
Oliver Lee, William Chang both bring 20 years of asset management experience
The Asset 2 Jul 2024
Lee Oliver
Lee Oliver

Franklin Templeton has appointed Oliver Lee to the role of senior vice-president and senior client portfolio manager at Templeton Global Investments (TGI), effective June 18.

William Chang was also appointed to the newly-created role of senior client portfolio manager at Franklin Equity Group (FEG), effective August 1.

TGI represents the combined businesses of Franklin Templeton Emerging Markets Equity and Templeton Global Equity Group under a single umbrella. In his new role, Lee is responsible for representing TGI’s strategies in the Asia-Pacific and Middle East regions. He will work closely with the firm’s distribution partners and clients, the company says, “to accelerate growth, deepen relationships and strengthen the firm’s market position in these key regions”.

Lee, who is based in Singapore and reports to Anu Sawhney, TGI’s managing director and head of business development, brings over 20 years of experience across investment banking and asset management in Europe and Asia. Prior to Franklin Templeton, he most recently served as a client portfolio manager representing Japan equities at Eastspring Investments. He has also held various roles at Jupiter Asset Management, Schroders, Sloane Robinson, Goldman Sachs and UBS.

Lee takes over from William Chang, who will transition into the role of senior client portfolio manager at FEG. Chang will continue to be based in Singapore and will report to Evan Davis, FEG’s head of business development.

In this newly-created role, Chang will lead business development efforts in the Asia-Pacific region to expand upon the success of FEG’s diverse range of public and private growth, innovation and sector-focused investment and portfolio solutions.

Chang has close to 20 years of experience in the asset management industry. Immediately before joining Franklin Templeton in 2021, he was a vice-president with the client solutions team with Goldman Sachs Asset Management in New York, where he was responsible for origination efforts, as well as developing content and multi-asset portfolio solutions for corporate/public pensions, sovereign wealth funds and endowments.

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