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Our People

Our strength lies in our team’s collective expertise and dedication. Our management team consists of seasoned professionals with diverse financial services industry experience. Each member brings a unique perspective and a commitment to excellence.

Seasoned Professionals with a Diverse Array of Experiences

Our team’s extensive experience spans decades in key financial sectors including investment banking, brokerage services, capital markets, asset management, and corporate finance. They have skilfully managed complex financial operations and played crucial roles in high-stakes transactions such as IPOs, M&A deals, and SPAC transactions. Their deep expertise in funds management enhances our capability to navigate diverse market conditions, bringing robust and multifaceted knowledge to our operations.

Leadership Excellence

Our leadership team is carefully curated to include individuals who are not only experts in their respective fields but also visionaries who understand the evolving landscape of finance and technology.

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Commitment to Clients

We are united by a shared commitment to our clients. Our management team is accessible and hands-on, ensuring that we maintain a close relationship with our clients and understand their needs and aspirations.

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Diverse Expertise

The profiles of our management team members showcase a breadth of expertise across investment banking, wealth management, asset management, and fintech. This diversity ensures that we are equipped to address the multifaceted challenges of the financial services industry and seize opportunities on behalf of our clients.

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Senior Management Team

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Thomas Tam, CFA

Chief Executive Officer and Director

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Lily Liu

Chief Financial Officer

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Ben Cheng

Chief Operation Officer

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Fred Ting, MBA, FCPA, FCCA

Executive Director & Responsible Officer

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Dustin K. Howe

Chief Marketing Officer

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Monica Yao

Director