Cathy Leung
Chief Operating Officer

• Supervise the daily management, risk control and operational functions of the company

• More than 20 years experience in banking, securities, finance and investment

• Worked for a number of top private banks, including Citibank, ING Private Bank and Bank of Singapore, in charge of investment projects and financial products

• Bachelor of Science in Finance and Marketing, Curtin University, Western Australia

• CPWP

Henry Hau
CEO of Family Office

•Over 20 years experience in finance and have managed over usd 2 billion aum

•He was the managing director and cio of kingkey asset management, executive director and director for Julius Baer and credit Suisse

•He graduated as a PhD from nanjing university, an MBA from Manchester business school and a bachelor degree from University of New South Wales major in economics

•He is currently the committee member of the CPPCC Huizhou, the executive committee of the Guangdong Overseas Chinese Youth Association and the Convenor and founding member of the Family office foundation (Hong Kong)

Patrick Lau
Managing Director

•With nearly 40 years of experience in the financial industry, focusing on providing asset management services for high-net-worth individuals

• Has held management positions in several private banks and financial institutions

• Familiar with overseas financial markets, worked as a bank manager in Canada for 20 years

• Graduated from Simon Fraser University, Canada with a Bachelor of Business Administration

Robin Mak
Senior Account Manager

•More than 50 years of experience in finance, asset management, compliance risk control and other fields

• He served as deputy manager of operations and Vice President of the Bank of Bangkok

• Long-term cooperative relationship with top international commercial banks, enterprises and regulatory authorities

• Bachelor of Business Administration, Chinese University of Hong Kong

• He was a lecturer at the Open University of Hong Kong

Sidney Chu
Partner

•Has 15 years of experience in private banking and asset management, focusing on providing asset management services for high value-added customers.

•worked in major private and investment banks, including Standard Chartered Private Bank, Credit Suisse Private Bank, Credit Suisse, Morgan Stanley.

•Familiar with multiple regional markets, and has represented companies in the development of financial markets in the Middle East.

•Previously managed assets of high net worth clients exceeding USD 300 million

•Served as a director of the China Hong Kong Economic Trading International Association.

•Served as a guest lecturer in Guangzhou Qingchuang Bay.

•Graduated from the University of San Francisco with a Bachelor of International Business.

Silvia Chung
Partner

•More than 10 years experience in the financial market, focusing on providing financial and asset management services to high net worth clients

•Provide value-added services to Hong Kong and Mainland enterprises, listed companies etc

•Familiar with Hong Kong and Mainland financial markets, has managed over USD 1.5 billion in assets for clients

•Graduated from the world’s top 150 universities with a bachelor’s and master’s degree from the University of Bath, UK, and a Financial master’s degree from the University of Exeter

Larry Ling
Head of Greater China

• Focus on the management of portfolios and other value-added services for high net worth clients in China

• Nearly 20 years of financial services and investment related experience

• He has worked in major private and investment banks, including Barclays, Bank of America Merrill Lynch, DBS and HSBC

• Bachelor of Business Administration, Chinese University of Hong Kong

•Master of Science in Applied Accounting and Finance, Hong Kong Baptist University

Leo Chow
Managing Director

Leanna Chan
Managing Director

•With more than 20 years of experience in private banking and asset management, focusing on providing asset management services to high net-worth individuals

•Chartered Financial Analyst (CFA) charterholder

•Worked in major private banks, including EFG Bank Deutsche Bank, Credit Suisse Private Bank, Julius Baer Bank, etc

•Main clients are large corporations and high-net-worth individuals, providing a full range of services for corporate development, family inheritance and global asset allocation of personal wealth, real estate investment, medical and education planning, family trust arrangement, tax planning, family affairs management, etc

•Graduated from the University of Southern California with a bachelor’s degree in finance

Ben Zhang
Director

•holds a Mainland China lawyer’s license. Has over 10 years of experience in financial-related legal services.

•Has been involved in IPO projects for several companies on the Hong Kong Stock Exchange and Mainland China’s A-shares.

•Familiarity with Hong Kong and mainland legal financial markets, focusing on providing financial and legal services to high-net-worth clients.

•Graduated with a Bachelor of Law from Southwest University of Political Science and Law and a Master’s in Financial Law from the University of Macau.

Chocky Chen
Manager

•Master of Science in Applied Accounting and Finance, Hong Kong Baptist University

•Bachelor of Business Administration, Hong Kong Polytechnic University

•Worked in a listed company, responsible for managing the overseas asset investments of domestic families and several billion-dollar Asian families, and assisted in establishing family offices

•Focus on providing asset allocation and investment solutions for high-net-worth clients

•Familiar with the operation of multiple chambers of commerce in Hong Kong and the Greater Bay Area, rich experience in business docking and personal connections

Silvia Chung
Partner

•has a Chinese lawyer’s license.

•Engaged in consulting work for nearly 30 years, experienced in legal services and equity investment.

•Focus on enterprises and high-net-worth customers with providing a full range of asset management services.

•Served as a senior consultant for several companies in Hong Kong and the Mainland, and familiar with the legal system.

Wendy Zhou
Manager

Tommy Ma
Vice President

• Worked for one of the four Chinese State-Owned AMC and several listed companies

• Familiar with the Greater Bay Area market

• Many years of experience in trading stocks, bonds, options, familiar with various investment products and structured products.

•Master of Science degree from the Hong Kong Polytechnic University Business School