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Credentials

  • CFA
    CFA協會
  • Responsible officer
    Securities and Futures Commission

Experience

    • Co-Founder
      • 2021 - Present
      • Hong Kong SAR

      Fides, together with its investment Special Purpose Vehicles (SPVs), maintains investments in a range of third-party funds on behalf of its two family entities. Fides, a licensed investment manager and advisor, manages nineteen distinct funds for corporate investors, its two family entities, and an exclusive set of ultra-high net worth individuals. The company is accredited by the Hong Kong Securities and Futures Commission, permitting it to undertake a broad array of activities including type 1 (Dealing in Securities), type 4 (Advising on Securities), and type 9 (Asset Management).

    • Investor
      • 2022 - Present
      • Hong Kong SAR

      Part of the Fides portfolio, the company is an investor in FDSSL. FDSSL offers comprehensive solutions and services to a diverse client base, including licensed corporations, fund managers, family offices, and other institutions. Our team boasts extensive experience across multiple domains, such as legal, compliance, accounting, and fund management. We adhere to the principle, 'You succeed, we support.' Our business vision is focused on fostering long-term relationships with clients to enable their success. FDSSL operates as licensed TCSP (Trust or Company Service Providers).

    • Portfolio Manager, CIO
      • 2019 - Present
      • Hong Kong SAR

      In January 2020, we successfully launched and began managing a multi-strategy USD fund, showcasing our commitment to diverse investment approaches.

    • Investor
      • 2022 - 2024
      • Hong Kong

      TalentPool is deeply invested in facilitating growth within the business arena. TalentPool specialises in supporting both large-scale institutions and emerging startups in their talent acquisition endeavours, a strategic move we believe fuels success across diverse sectors. Exited the investment in early 2024.

  • HZ Capital Limited
    • Hong Kong SAR
    • Chief Executive Officer
      • 2020 - 2021
      • Hong Kong SAR

      Managed the business of HZ Capital Limited and oversaw four funds under management.

  • Point72
    • Hong Kong
    • Research Analyst, Director
      • 2017 - 2020
      • Hong Kong

      Coverage: HK/China property, Macau Gaming, Global Tech

    • Australia
    • Financial Services
    • 700 & Above Employee
    • Associate Director
      • 2016 - 2017

      Hong Kong and China equity sales role

    • Regional Head of Gaming, Asia Head of Associate Development, Senior Research Analyst
      • 2010 - 2017

      Hong Kong property sector coverage, Macau gaming sector coverage, and multiple regional management role.

    • Derivatives Delta One, Senior Associate
      • 2008 - 2010

    • Analyst
      • 2008 - 2008
      • Hong Kong

Education

  • 2023 - 2027
    香港科技大学
    Doctor of Business Administration
  • 2010 - 2011
    The Hong Kong University of Science and Technology
    Master of Science - MS, Financial Analysis
  • 2004 - 2008
    The Hong Kong University of Science and Technology
    Bachelor of Business Administration - BBA, Finance (major); Mathematics (minor)

Suggested Services

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Industry Focus. “Financial Services”

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