Our Professional Teams


Board of Directors

Dr. Bankee KWAN, JP

Chairman

DBA (Hon), MBA, BBA, FFA, FHKSI, CPM(HK), FHKIM

Dr Kwan is responsible for devising the overall business strategy of the Group. Dr Kwan has extensive experience in corporate management, strategic planning, marketing management, financial advisory and banking. An MBA graduate from The Murdoch University of Perth, Australia and a BBA graduate from The Chinese University of Hong Kong, Dr Kwan was also conferred an Honorary Doctorate degree in Business Administration. Dr Kwan is also a fellow of the Institute of Financial Accountants, UK; the Hong Kong Securities and Investment Institute and the Hong Kong Institute of Marketing (HKIM). He is a Certified Professional Marketer (HK) of HKIM.


Dr Kwan is a firm believer in youth education and development. He is a John Harvard fellow of the Harvard University, US; a member of the Harvard University Asia Center Advisory Committee; a trustee of New Asia College of The Chinese University of Hong Kong; an honorary fellow of The Open University of Hong Kong;a member of the Court of City University of Hong Kong, an Adjunct Professor of The Hang Seng University of Hong Kong and an advisory professor and a honorary member of the Board of Trustees of Nanjing University. Dr Kwan is also an honorary advisor of several higher education institutions, including the LiPACE of The Open University of Hong Kong and the Academy of Oriental Studies of Peking University.


In addition to education, Dr Kwan is also active in serving the community. Currently, he is the deputy chairman of the Business Facilitation Advisory Committee (BFAC) and also the convenor of the Wholesale and Retail Task Force (WRTF) of BFAC; a non-executive director of the Mandatory Provident Fund Schemes Authority (MPFA); a standing committee member and deputy convener(Hong Kong and Macao Members)of the Chinese People’s Political Consultative Conference (CPPCC), Shanghai Committee; executive vice president of Hong Kong-Shanghai Economic Development Association;a Justice of Peace (JP) of the HKSAR;a member of the Election Committee for the Fourth and the Fifth Term of the Chief Executive Election of the HKSAR; a director, honorary advisor and past chairman of the Hong Kong Retail Management Association (HKRMA);a member of the Minimum Wage Commission (MCW); the Small and Medium Enterprises Committee (SMEC), Trade and Industry Department and the Organising Committee of the HKMA/TVB Awards for Marketing Excellence. Dr Kwan has also been a member of the Central Policy Unit of the Government of the HKSAR and an honorary advisor of the CEPA Business Opportunities Development Alliance.


In December 2009, Dr Kwan was named “Entrepreneur of the Year 2009” in the Asia Pacific Entrepreneurship Awards as organised by Enterprise Asia, which recognised his outstanding entrepreneurial success and significant contributions to economic life and society.In April 2016, Dr Kwan was named “Man of the Year for Leadership in Asia” by IAIR, the world’s leading financial magazine. The annual IAIR Awards recognise outstanding professionals who actively promote excellences in innovation and sustainability.In August 2018, he was bestowed with the “World Outstanding Chinese Award” organised by World Chinese Business Investments Foundation, which recognised his great contribution to the global Chinese society.

Benson CHAN

CEO

PCIE, MBA, MA, BA, FCCA, CPA, MHKSI

Mr Chan is in charge of the Group’s business development and management. Mr Chan has extensive experience in the fields of investment banking and corporate finance, securities and futures brokerage, asset and wealth management, auditing and accounting. He holds a Professional Certificate in Innovation and Entrepreneurship from Stanford University, US, a Master of Business Administration Degree from The Hong Kong University of Science and Technology, a Master of Arts Degree in Psychology from The Chinese University of Hong Kong and a Bachelor of Arts (Hons.) Degree in Accountancy from The Hong Kong Polytechnic University. He is a fellow member of The Association of Chartered Certified Accountants, a Certified Public Accountant of the Hong Kong Institute of Certified Public Accountants and a member of the Hong Kong Securities and Investment Institute.

Bernard LAW

EXECUTIVE DIRECTOR

MBA, FCCA, FCPA, FHKSI

Mr Law is leading the corporate development projects of the Group. Mr Law has extensive experience in financial management and accountancy. He received a Master of Business Administration Degree from The University of Warwick, UK. He is a fellow member of The Association of Chartered Certified Accountants, the Hong Kong Institute of Certified Public Accountants and the Hong Kong Securities and Investment Institute.

Anthony CHEUNG

COO

BBA, MA, MHKSI

Mr Cheung is in charge of overseeing the overall administrative and operational control of the Group. He has extensive experience in professional dealing, brokerage operations and algorithmic trading business. Mr Cheung received a Bachelor's Degree in Business Administration from The Hong Kong Baptist University and a Master's Degree in Comparative and Public History from The Chinese University of Hong Kong. He is a member of the Hong Kong Securities and Investment Institute.

Jeffrey KWAN

Executive Director

BA, MHKSI

Mr Kwan is in charge of the corporate and business development of the Group, in particular its strategic investments and FinTech initiatives. Mr Kwan has extensive experience in the fields of business development and IT investments. He received a Bachelor of Arts degree in Psychology from Johns Hopkins University, US. He is a member of the Hong Kong Securities and Investment Institute.

Jack HO

Executive Director

BBA, MHKSI

Mr Ho is in charge of the corporate and business development of the Group. Mr Ho has extensive experience in the fields of business development, operations and management. He received a Bachelor of Business Administration Degree from The Chinese University of Hong Kong.

INED

Raymond CHENG

Mr Cheng has extensive experience in watch manufacturing industry and is the managing director of a watch manufacturing and trading company in Hong Kong. He is an honorary fellow of The Professional Validation Centre of Hong Kong Business Sector and a member of Young Industrialists Council Ltd. He is a committee member of The Hospital Authority New Territories West Cluster Hospitals Charitable Trust and was a member of the Medical Development Sub-committee of the Hospital Governing Committee of Tuen Mun Hospital. Mr Cheng was the winner of The Young Industrialist Awards for the year 1992, a member of The Watches and Clocks Advisory Committee of Hong Kong Trade Development Council, the president of the Lions Club of Tuen Mun and the President of Love U All Charitable Foundation. He was the chairman of The Federation of Hong Kong Watch Trades and Industries Limited and is currently an advisor of the Federation. Mr Cheng is also the chairman of the Audit Committee and the Remuneration Committee.

INED

John LO

MBA, LL.B, FCCA, CFC

Mr Lo has extensive experience in the accounting, auditing and finance field. He received a Master of Business Administration Degree from The Oklahoma City University, US and a Bachelor of Laws Degree (LLB) from The University of London, UK. Mr Lo is a fellow of The Association of Chartered Certified Accountants. Mr Lo is also a member of the Audit Committee.

INED

Charles LO

CPA, FFSI

Mr Lo has extensive professional and business experience in financial and investment services in Australia, Hong Kong and other Asian countries. He is a Certified Practising Accountant of the CPA, Australia, and a fellow member of the Financial Services Institute of Australasia. Mr Lo is also a member of the Audit Committee and the Remuneration Committee.


Management Teams

Lewis LI

CFO

BBus, CPA(Aus), CPA

Mr Li is responsible for overseeing the Group's overall financial and accounting management. Mr Li has extensive experience in the fields of financial and accounting management. He received a Bachelor of Business Degree from Swinburne University of Technology, Australia. He is a Certified Practising Accountant of Australia and a Certified Public Accountant of the Hong Kong Institute of Certified Public Accountants.

Gian CHOI

Head of Legal and Compliance

LLB, PCLL, GFEng

Ms Choi is in charge of overseeing and monitoring the regulatory and compliance of the Group. She has extensive experience in corporate finance, capital markets, mergers and acquisitions, legal advisory, regulatory and compliance. Ms Choi received a Bachelor of Laws Degree from University College London, UK, a Postgraduate Certificate in Laws from The University of Hong Kong and a Certificate in Graduate Financial Engineering Program from Stanford University, US. Ms Choi is also a qualified solicitor in Hong Kong.

Suzanne LUKE

Company Secretary

FCIS, FCS

Ms Luke is in charge of the company secretarial matters of the Group. She has extensive listed company secretarial experience. She is a fellow of The Institute of Chartered Secretaries and Administrators, UK and The Hong Kong Institute of Chartered Secretaries.

Elsa WONG

Managing Director of Brokerage Services

MA, BA

Ms Wong is in charge of the Group’s Hong Kong brokerage business. She has extensive experience in the financial services field. Ms Wong received a Master of Arts Degree and a Bachelor of Arts Degree in Economics from the University of Saskatchewan.

Daphne NG

Managing Director & Head of Investment Banking

MSc, BA, ACIS, ACS, MHKSI

Ms Ng is in charge of the Group’s investment banking business. She has extensive experience in the investment banking, corporate finance, corporate governance and compliance advisory services specialising in IPO, pre-IPO financing, M&A, other corporate finance advisory and fund raising. Ms Ng received a Master of Science Degree in Financial Analysis from the Hong Kong University of Science and Technology and a Bachelor of Arts (Hons) Degree in Accountancy from The Hong Kong Polytechnic University. She is a member of Hong Kong Securities and Investment Institute, an associate of both The Institute of Chartered Secretaries and Administrators and The Hong Kong Institute of Chartered Secretaries. Ms Ng is a responsible officer of Celestial Capital.

Patrick YIU

Managing Director of Asset Management

BEcon

Mr Yiu is in charge of the Group’s asset management services. He has extensive relevant experience in the financial services field. Mr Yiu received a Bachelor of Economics Degree from The Chinese University of Hong Kong. He is a responsible officer of CASH Asset Management and CASH Wealth Management.

Winky YAN

Deputy Managing Director of FinTech Development

BEng

Mr Yan is responsible for overseeing the development of the Group’s FinTech business. He has extensive experience in computer and information technology in the financial services industry. Mr Yan received a Bachelor of Engineering Degree in Computer Science from The Hong Kong University of Science and Technology.

William CHAN

Deputy Managing Director of Greater China Development

MBA, BSc

Mr Chan is in charge of the Group’s overall development in the Greater China region. He has extensive experience in brokerage service and wealth management field. Mr Chan received a Master of Business Administration Degree from Cheung Kong Graduate School of Business and a Bachelor of Science Degree in Biochemistry from The Hong Kong University of Science and Technology.

Rozina CHO

Deputy Managing Director of Brokerage Services

BCom

Ms Cho is responsible for managing the operations of the Group’s brokerage business. She has extensive financial services experience in electronic trading, marketing, compliance and operations. Ms Cho received a Bachelor of Commerce Degree from McGill University in Canada majoring in marketing. She is a responsible officer of Celestial Securities and Celestial Commodities.

Joyce LUK

Head of Risk Management, Credit Control and Settlement

BA

Ms Luk is responsible for the Settlement and Risk Management & Credit Control issue of the Group. She has extensive experience in the settlement and financial service field. Ms Luk received a Bachelor of Arts Degree in Financial Services from Edinburgh Napier University.

Hilda HUANG

Head of Project Management, FinTech

MSc, BSc

Ms Huang is responsible for the Group’s FinTech project management. She has extensive experience in mobile trading and mobile technology. Ms Huang received a Master of Science Degree in Electronic Business Management from the University of Warwick and a Bachelor of Science Degree in Business Management and Business Information Technology from the University of Gloucestershire.