Introduction
Revolutionize your investments with our experienced investment management company.
Our Strengths
Our Team
List of Services
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William Wong Partner, Chief Executive Officer, Investment SpecialistWilliam Wong
LL.M./ MBA, BSc, CPA, CFA
🔸 Over 25 years of experience in fund and asset management, and investment research.
🔸 Former senior management at the State Administration of Foreign Exchange (SAFE), leading the Global Trading team and managing several multi-billion USD portfolio.
🔸 Over 15 years in the U.S., worked as a research analyst and investment banker at UBS, JPMorgan, and MSCI.
🔸 Hedge fund manager at a Wall Street family office, overseeing a portfolio exceeding US$250 million, specializing in Long/Short strategies, Mergers & Acquisitions Arbitrage, and Derivative investments.
🔸 Holds an MBA from UC Berkeley and an LL.M. from the University of Hong Kong; currently a CPA and CFA charter member.
🔸 Hong Kong Metropolitan University's University Council member and Guest Lecturer, University of Hong Kong's master programme external curriculum review committee.
🔸 Recipient of UC Berkeley's Best Graduate Student Instructor Award and HKMU's Inspirational Teaching Award.
🔸 Publishes weekly market commentary and economic analysis in recognized Chinese newspapers and magazines. -
Alpha Chan Partner, Chief Operating Officer, Structured Product SpecialistAlpha Chan
BSc., CFA
🔸 More than 25 years of investment experience in equities, fixed income and derivatives products
🔸 Expert in investment strategies and overall company structuring and formation for business development
🔸 Recognize by the Hong Kong Securities & Futures Commission (HK SFC) as the Key Investment Person (KP) of public funds
🔸 Served in many large local asset management institutions, including Chief Operating Officer of CASH Financial Services Group (510.HK), Agricultural Bank of China, China Construction Bank, as lead fund manager. When the last investment immigration (CIES) policy was launched, more than HK$1.2 billion in investment assets were raised in 6 months. In 2009, the fund won the Best Investment Product Award in "Capital Weekly"
🔸 One of the active HK members of MENSA, an elite international high IQ Society
🔸 Bachelor of Arts (Honours) in Management, The Hong Kong Polytechnic University, and is a Chartered Financial Analyst (CFA) charter member -
Mandy Lam Trust Services SpecialistMandy Lam
BBA, International Wealth Inheritance Planner
🔸 Holds TEP professional qualification and has more than 10 years of experience in trust business
🔸 Mainly responsible for asset management, estate planning, trust and other related businesses, and has managed more than HK$30 billion in assets
🔸 Currently specializes in private and family trust business, and is committed to providing customers with comprehensive 0 to 1 solutions for property transfer, corporate asset preservation, planning and protection of personal and family wealth
🔸 Specializing in wealth arrangements for high-end asset families across the Taiwan Strait in China, Hong Kong and Taiwan
🔸 Won the "China Outstanding Wealth Consultant of the Year Award" in 2024 and became the winner of the first OTTO Family Think Tank "Rainbow Award (⻑虹獎)"
🔸 Use her profession to contribute to society, and has shared her professional knowledge on trust arrangements and family inheritance with the public at different conferences, lectures and other occasions -
Mack Ma Senior Partner, Head of Capital Market and Greater China BusinessMack Ma
BSc.
🔸 Over 15 years of capital market and banking experiences, specializing in corporate banking for state-owned and private enterprises
🔸 Leadership experience as deputy manager and mentor at ICBC, DBS, SCB, focusing on team performance and professional growth
🔸 Proficient in managing PRC cross-border business, particularly in the Greater Bay Area, Shanghai and Beijing
🔸 Expertise in providing tailored wealth management solutions for HNW individuals, maximizing NAV through strategic investments
🔸 Awarded 3rd Top Relationship Manager in Bancassurance Life 2020, showcasing exceptional sales and client management skills
🔸 Skilled in data analysis and presentation for strategic decisions, including GBA account relocations and management reporting
🔸 Multilingual: Fluent in Cantonese, English, Mandarin, and Shanghainese, facilitating effective communication with diverse clients -
Leyona Lam Chief Marketing Officer, Managing DirectorLeyona Lam
MSc., BA
🔸 Over 15 years of financial marketing expertise, developing effective strategies to enhance product awareness and drive sales
🔸 As Assistant Vice President at Everbright Securities, led marketing campaigns that increased client acquisition and retention
🔸 Excelled in client relationship management at Prudential Assurance Co. Ltd and FWD Insurance, boosting loyalty and satisfaction through targeted strategies
🔸 Utilizes market research and analytics for data-driven decision-making, identifying trends for relevant marketing strategies
🔸 Successfully launched financial products at Bank of China and HSBC with creative campaigns, maximizing market penetration
🔸 Experienced in bancassurance and direct sales, enhancing brand visibility through multi-channel marketing strategies
🔸 Committed to professional development, pursuing a Master’s in International Banking and Finance -
JT Ou Senior External Investment AdvisorJT Ou
PhD, MSc, BBA
🔸 Over 10 years of experience in software engineering, data analytics, and financial modeling, with a focus on machine learning and Python programming.
🔸 Former Postdoctoral Research Fellow and Part-time Lecturer at Hong Kong Baptist University, specializing in financial modeling, machine learning, and university teaching.
🔸 Previously Senior Research Assistant at The Chinese University of Hong Kong and Equity Trader at Swifttrade, with expertise in SAS programming and financial modeling.
🔸 Holds a PhD in Financial Mathematics and an MSc in Mathematics from Hong Kong Baptist University, and a BSc in Finance from Sun Yat-sen University.
🔸 Academic researcher in mutual fund and banking industry.
🔸 Recognized for contributions to data science education as a Part-time Lecturer at Hong Kong Baptist University, with endorsements in Python, machine learning, and university teaching.
🔸 Skilled in Python, MATLAB, SAS, PostgreSQL, and data science, with a proven track record in developing robust financial models and machine learning algorithms.
Partnering Corporates
We would like to express our sincere appreciation to our partnering companies below for their valuable support and invitations to participate in their group's development plans and business plans. Their trust and confidence in our company's services have allowed us to showcase our expertise and expand our reach to new clients. We are grateful for the opportunity to collaborate with such esteemed companies and look forward to continuing our partnership in the future. Together, we can achieve great success and provide exceptional investment solutions to our clients.
LHC New Energy
LHC New Energy is a company focused on developing and implementing innovative renewable energy solutions. It aims to promote sustainable energy practices through advanced technologies and strategic partnerships in the clean energy sector.
Pet Life Group
Pet Life Group is a company dedicated to enhancing the lives of pets and their owners. It offers a range of high-quality pet products and services, especially premium luxury travel, and also including health and wellness solutions, aimed at improving pet care and fostering strong human-animal bonds.
SB Pharma
SB Pharma is a drug company specializing in the generic drugs and distribution of medical licensed products. It focuses on delivering effective solutions to address unmet medical needs across various therapeutic areas.
DCS Fiduciary
DCS Fiduciary is a financial services firm that provides fiduciary and trust services. It specializes in helping clients safeguarding their assets and investments with a focus on transparency, integrity, and personalized financial strategies.