Founder and Managing Director
He used to work with Citigroup Asset Management in Great New York and BNP Paribas in Hong Kong. He worked as Investment Strategist at Target Capital Management Ltd and Deputy Director at Burgeon Group (a VC firm in Hong Kong).
He has more than 10 years of extensive experience in research and investment in equity, mutual fund, bond and private equity markets in US, Europe, Hong Kong and China. He is extremely proficient in value investment, technical analysis, macro analysis, arbitrage and portfolio management. Above of all, he has very outstanding performance of investment. He held Hong Kong Securities and Futures Commission Type 1, 4, 9 (asset management) licenses, is a member of Hong Kong Federation of Insurance. He holds the fund management license of Asset Management Association of China.
He obtained Master of Education from New York University and MBA from University of Hong Kong and London Business School.
Chief Market Strategist
He has nearly 25 years of solid experience in investment. He used to work with top financial institutions including Oppenheimer, Wells Fargo, Citigroup and Morgan Stanley. He was in charge of research and trading of fixed income, derivatives and commodities.
He got his MBA from New York University Stern Business School and BA of Business Administration from Rutgers, The State University of New Jersey – Camden.
Vice President of Investment Research
She used to be a research analyst at Guangzhou Securities, a private equity investment analyst at Fosun Hani Securities and a research analyst at a global hedge fund South 7 Capital.
She obtained her BA of Financial Economics from Columbia University.
Investment Support Manager
Worked as a Senior Wealth Management Consultant at Convoy Global Holdings Limited (stock ticker: 1019.HK) she provided one-stop insurance, MPF, and fund investment planning services to high-end customers. She served as a Customer Service Officer at Noble Apex Wealth Limited, which provides financial planning services for high-end clients and management of insurance services for the company.
She obtained BA of Economics and Finance from Hong Kong Shue Yan University.
Investment Research Analyst
As an Investment Advisory Assistant at Essence Securities, she conducted stock market analysis and provided investment support for clients. She also had experience of PE investment analysis, office support and client service with a PE company in China.
She obtained her B.S. of Financial Mathematics from University of Liverpool and M.A. of E-commerce Management from University of Warwick.