MEET THE TEAM

David Wong

Chief Executive Officer
 

• Over 25 years experience in Wealth Management & Asset management field;

• Worked in various multi-national financial institutions such as HSBC, Bank of America (Asia) and ABN AMRO;

• Experience covers in sales, operations and management in retail & private bank, securities firm and insurance company

Ivan Chan CFA FRM 

Responsible Officer

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• Over 20 years experiences in investments and asset management field; Experience covers fund management, portfolio management & investment compliance;

• Worked in various International and Chinese financial institutions such as Bank of America (Asia), Haitong International & Zhongtai International Asset Management;

Kit Chan

Chief Finance Officer
 

• 20 years of experience in international auditing, corporate finance restructuring and fund raising;

• served as Independent Non-Executive Director of several listed companies in Hong Kong Stock Exchange, Singapore Stock Exchange and Canadian Securities Exchange;

• Certified Public Accountant (HK Branch) and Chartered Company Secretary.