台灣評審2020

Adeline Tan

美世顧問

香港投資咨詢業務主管
陳慧盈 FIA
Agnes Tai

Great Glory Investment Corporation

Director
Agnes K Y Tai

Bank of Singapore

Head of Product Management Group
Angel Wu

UBS Wealth Management

Fund Investment Solutions, Taiwan Lead
Ann Su

Friends of the Earth (HK)

Honorary Treasurer and Board Governor
Anthony Cheung

AvantFaire Holding

Founder and Managing Partner
Catherine Chen

銘傳大學企管系

政大財管系兼任副教授
黃慶堂 Ph.D. Finance

美世顧問

合夥人, 財富及投資業務亞洲區董事總經理
李子恩 CFA

CFA協會

金融分析研究高級總監
曹實(Larry Cao),特許金融分析師(CFA)

UBS Global Wealth Management

APAC Sustainable & Impact Investing (SII) Strategist in the Chief Investment Office
Stephanie Choi

AMG Financial Group Ltd

Chief Investment Officer
Wyman Leung M.Phil, FRM

Adeline Tan

Adeline Tan FIA

Mercer
Wealth Business Leader, Hong Kong
Adeline is the Wealth Business Leader for Hong Kong. She joined Mercer in 2014 to lead the investment consulting /advisory segment of Mercer’s Investments business.
Agnes Tai

Agnes K Y Tai

Great Glory Investment Corporation
Director
Ms. Tai is a Director of Great Glory Investment Corporation, Senior Advisor of iPartners Holdings and Senior Partner of Yaozhi Asset Management International. 
Alan Chan

Alan Chan

OCBC Wing Hang
Head of Investment
Alan Chan has over 20 years of experience in banking industry and currently Head of Investment in OCBC Wing Hang (“OCBCWH”).
Alexandra Boakes Tracy

Alexandra Boakes Tracy

Hoi Ping Ventures
President
Alexandra Boakes Tracy is President of Hoi Ping Ventures in Hong Kong, which she founded to provide research and consulting on green finance and sustainable investment in Asian emerging markets.

Alvin Ma

Axiom Investment Management Limited
Managing Director & Partner
Mr. Ma has been involved in the wealth management & investment banking field for over 38 years.
alvin poh

Alvin Poh, CFA, CAIA, CFTe

Single Family Office
General Manager
Alvin is currently spearheading the overall development and management of a Single Family Office with a spectrum of responsibilities

Angel Wu

Bank of Singapore
Head of Product Management Group
Angel Wu is the Head of Product Management Group for Bank of Singapore in Hong Kong.

Ann Su

UBS Wealth Management
Fund Investment Solutions, Taiwan Lead

Anthony Cheung

Friends of the Earth (HK)
Honorary Treasurer and Board Governor
Anthony is the first institutional investor in Asia who was awarded the Certified ESG Analyst designation.
Arjan De Boer

Arjan De Boer

Indosuez Wealth Management
Head of Markets and Investment Solutions, Asia
Drawing upon his extensive leadership experience and industry knowledge, Arjan is responsible for the entire products and services offering in Asia and overlooks the regional investment strategy.

Arun R. Kelshiker, CFA, CAIA

Senior Investment Professional
Arun Kelshiker brings close to twenty years of multi-asset career experience, having managed institutional assets and provided investment advisory

Dr. Au King-lun, MH

Financial Services Development Council
Executive Director & Board Member
Dr Au is Executive Director of Financial Services Development Council (FSDC).
Belinda Hsieh

Belinda Hsieh

DBS Bank (Hong Kong) Limited
Executive Director, Head of Treasures Investment Product & Advisory, CBG & Wealth Management
Belinda Hsieh has over 20 years of diverse experience in the financial services industry.

Belle Liang

Hang Seng Bank Limited
Head of Investment Advisory and Executive Director of Hang Seng Investment Services
Belle has been with Hang Seng Bank as Head of Investment Advisory and Executive Director of Hang Seng Investment Services since 2011.

Benjamen Lim

Diamond Capital
Head of Hedge Fund Manager Research
Benjamen is currently the Head of Hedge Fund Manager Research for Asia at Diamond Capital, based in Singapore.

Billy Wong, FSA, CFA, LLB, BSc

Gain Miles Group
Executive Director
Mr. Billy Wong is the Executive Director of Gain Miles Group, a professional consultancy group specializing in risk management, human resources and employee benefits.

Bryan Goh

Tsao Family Office Pte. Ltd
CEO /CIO
Bryan has over 20 years of investment experience managing global multi asset portfolios.

Catherine Chen

AvantFaire Holding
Founder and Managing Partner
Catherine is a serial entrepreneur and has founded AvantFaire Holding and Impactlytics with strong presence in Hong Kong and Canada

Charis Wong, CFA

Credit Suisse
Director, Head of Fund Solutions Hong Kong
Charis Wong is Head of Fund Solutions Hong Kong, for Credit Suisse Private Banking & Wealth Management division, based in Hong Kong.

Chiong Kong Chan

Tsao Family Office
Investment Director
Chiong Kong is an investment director at the Tsao Family Office where he manages the listed equities fund portfolio.

Chris Kyme

Kymechow
Co Founder / Creative Director
Chris has worked in advertising for over 20 years, starting as a copywriter with FCB London in the early 1980s.

Chris Ryan

First Harbour Capital Partners Ltd
Chairman & CEO
Chris has over 35 years of senior experience in financial services across Asia Pacific. He is Chairman and Chief Executive of First Harbour Capital Partners, an investment and consulting business, advising financial services businesses wanting to grow into APAC markets, across APAC markets or from APAC markets to global markets.

Prof. Christine Loh

Institute for the Environment HKUST
Chief Development Strategist
Professor Christine Loh is the Chief Development Strategist, Institute for the Environment at HKUST.

Clement Lai

Hang Seng Bank Limited
Senior Investment Advisor of the Investment Advisory Department
Clement Lai is Senior Investment Advisor of the Investment Advisory Department with Hang Seng Bank Limited.  He is a mutual fund specialist within the team. 

Colin Low

Wealth Management Alliance
Head of Investment Research
Colin is the Head of Investment Research at Wealth Management Alliance (WMA), a Multi Family Office founded in 2015

Deric Wong

Omnicom Media Group Hong Kong
CEO
As the CEO of Omnicom Media Group Hong Kong, Deric oversees the Group’s business growth strategy, products, talent, and the value proposition of its agency brands – OMD and PHD, in Hong Kong.

Dorcas Nga, CFA

Grandyear Capital, Single Family Office
Investment Director
Dorcas is the Investment Director of Grandyear Capital, a Singapore-based family office.

Elsa Pau

WealthAsia Group
CEO
Elsa is CEO of WealthAsia Group and the founder of the FinTech portal, BlueOnion.

Freddy Lim

StashAway
Co-Founder & Chief Investment Officer
Freddy is the architect behind StashAway’s ERAA (Economic Regime-based Asset Allocation)

Gilbert Heng

DBS Bank (Hong Kong) Limited
Head of Product Due Diligence & Governance, CBG & Wealth Management
Gilbert has over 12 years of experience in the financial service industry. He joined DBS Singapore in 2013, before moving to Hong Kong in 2017

Dr. Gloria Siu

Gain Miles Group
Chief Executive
Dr. Gloria Siu has over 20 years of experience in the insurance industry; expertise on all industry aspects including corporate pension, employee benefits, general insurance and financial planning, from operations to business development; individuals to corporations.  

Huey Ko

Singapore-Based Private Investor

Janet Li, CFA

Mercer
Partner, Asia Head Business Leader
Janet Li, CFA, is a Partner and the Asia Wealth Business Leader at Mercer. She oversees and is responsible for Mercer’s Wealth (Investment and Retirement) Business in Asia.

Jaye Chiu

Bank of East Asia
Head of Investment Products & Advisory
Jaye Chiu is the Head of Investment Products & Advisory for Bank of East Asia

Jo Murphy

CAIA
Managing Director, Asia Pacific
Jo has been in Asia for over 20 years, predominantly based in Hong Kong but with two valuable years spent in Singapore.

Jonathan Wan

ICBC (Asia) Limited
Deputy Head of Retail Banking
Jonathan Wan is the Deputy Head of Retail Banking at Industrial and Commercial Bank of China (Asia), managing the wealth management products and business of the personal and private banking sector

Katy Yung

Sustainable Finance Initiative
Managing Partner
Katy is currently Managing Partner of Sustainable Finance Initiative (SFI) and Consultant at RS Group

Dr. Keith Lee

WWF Asia Sustainable Finance
Senior Vice President
Keith leads the WWF Asia Sustainable Finance team team’s workstream on responsible investment.

Kenny Chong

Wealth Management Alliance
Head of Investment Services

Larry Cao, CFA

CFA Institute
Senior Director of Industry Research
Larry Cao, CFA, senior director of industry research, CFA Institute, conducts original research with a focus on the investment industry trends and investment expertise.

Dr. M F Chan

Noble Apex Advisors Ltd
Chairman
Dr. M.F. Chan is a well-regarded professional in investment management and personal financial planning, with 20 years’ working experience in the industry.

Mah Ching Cheng CFA

UOB Private Bank
Fund Advisory | Vice President Investment Products and Solutions

Marc-Karim Baloch

Resonance Asia
Founder
After 20 years in Executive Search with global leading search firms, supporting Insurance clients in their journey of transformation towards customer centricity

Maria Tsui

PricewaterhouseCoopers
Partner, Asset and Wealth Management Practice
Maria is a partner in PwC Hong Kong’s financial services practice and specialises in the asset and wealth management industry.

Marie-Anne Kong

PricewaterhouseCoopers
Partner, Asset Management Industry Leader
Marie-Anne Kong is a partner in PwC Hong Kong’s Financial Services Division and leads the firm’s Asset and Wealth Management practice in Hong Kong. She has over 25 years of experience working in Hong Kong and the UK. 

Martin W Hennecke

St. James’s Place Wealth Management
Asia Investment Director
With a career spanning 20 years in the financial services industry, having worked for some of the leading financial institutions in Germany and Hong Kong, Martin W. Hennecke brings a wealth of industry knowledge to St. James’s Place.

Meng Keet Wong

UOB Private Bank
Head of Managed Product Solutions
Mr Wong Meng Keet joined UOB in 2013 and is Head of Managed Product Solutions at UOB Private Bank. Mr Wong is responsible for the Bank’s managed products solutions which include mutual funds, hedge funds and private equity funds. 

Michael Au

District Capital
Managing Director
Michael is the managing director of District Capital, an investment arm of a Hong Kong-based family office.

Nicholas Leung

Bank of East Asia
Senior Vice President – Section Head, Investment Products & Advisory
Nicholas has about 25 years of experience working in the financial industry and currently supervises fund distribution efforts

Nick Pollard

CFA Institute
Managing Director, Asia Pacific
Nick Pollard is managing director for Asia Pacific, CFA Institute. He is responsible for working with all organizational stakeholders, increasing the number of regional credentialing program candidates

Paul Smith, FCA, CFA, MA

Independent corporate director
Paul is an independent corporate director with significant experience in the Financial Services and Investment Funds industries.

Paula DiPerna

CDP North America
Special Advisor
Paula DiPerna is a strategic global environmental and philanthropic policy advisor, and author.  She serves currently as Special Advisor to CDP (formerly the Carbon Disclosure Project)

Peggy Lee

Wealth & Personal Banking, HSBC
Head of Wealth Investment Products
Peggy Lee is the Head of Wealth Investment Products, Wealth & Personal Banking at HSBC.

Peter Ryan-Kane CFA

PeRK Advisory
Founder
Peter J Ryan-Kane CFA is the Founder of PeRK Advisory, an Asian based strategic investment advisor, established in 2016

Philip Niem

Axiom Investment Management Limited
Chief Investment Officer
Philip Niem has been involved in the wealth management & investment banking field for over 30 years.

Serene Ang

Credit Suisse
Senior Fund Specialist

Simon Liu

St. James’s Place Wealth Management Group
Senior Investment Manager
Simon Liu is Senior Investment Manager at St James’s Place Wealth Management where he focuses on analysing, constructing and monitoring multi-asset portfolios.

Stephan Repkow

Wealth Management Alliance
CEO and Founder
Having worked since February 2000 in Hong Kong and Singapore, Stephan has over twenty five years of experience in the banking sector, in the fields of capital markets, asset management and private banking. 

Stephanie Choi

UBS Global Wealth Management
APAC Sustainable & Impact Investing (SII) Strategist in the Chief Investment Office
Stephanie Choi is APAC Sustainable & Impact Investing (SII) Strategist in the Chief Investment Office at UBS Global Wealth Management

Su Yen Chia

WealthAsia Group
Head of Alternative Investments 
Su Yen is a veteran in the Government Affairs and Public Policy space for the Asian financial industry.

Wyman Leung M.Phil, FRM

AMG Financial Group Ltd
Chief Investment Officer
Wyman is the Head of Investment for AMG Financial Group Ltd, providing investment research, investment advisory and asset management services to clients in the Asia Pacific region.

Yuni Choi

RS Group
Associate Director of Investment
Yuni focuses on the investment portfolio of RS Group, and has 12 years of investment experience across public and private equities.

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