Sarah holds a Master's degree in Translation from The Hong Kong Polytechnic University and is a qualified CIMA-registered fund manager. She is a founding partner with over ten years of extensive experience in the financial sector.
She has successively served in senior executive roles such as Vice President of a listed financial holding group and Director of an offshore insurance company.
The total scale of assets and premium financing she has managed and operated exceeds HKD 20 billion, and she has led the establishment and ongoing management of several family trust structures.
Chief Executive Officer Consultant
Jessica holds a Bachelor of Arts degree from the HKU and a Master of Business Administration degree from the CUHK. In addition to holding the relevant licenses from the HKSFC, she also holds the PWMA-CPWP qualification.
With over 30 years of extensive experience in the banking industry, she has personally witnessed and contributed to the development of Hong Kong's wealth management sector.
She excels at building high-end client networks and driving sustainable business growth, demonstrating outstanding leadership in talent development and strategic execution.
Ken is currently a PHD student in Business Administration at CUHK.
With over 20 years of extensive experience in retail banking, private banking and the insurance industry, he holds multiple international professional qualifications and has hands-on experience leading cross-functional and cross-regional teams in driving transformation projects.
He specializes in areas such as business transformation, strategic management, project management and sales management, contributing to value creation in the financial sector.
Over 10 years of experience in multinational financial institutions, a renowned university's management lecturer, combined background with practical experience and academic.
As a Certified Public Accountant (CPA), participated as a core member in the establishment of a Cheung Kong Group-controlled asset management company, and founded a leading multi-family office in Southwest China.
Expert in providing high-net-worth families with one-stop solutions covering overseas family-office, asset allocation and global taxing.
Homer holds a Master’s degree in Finance from the University of Newcastle, UK. As a director of a Cayman fund, he has accumulated extensive experience in offshore fund management and is well-versed in the establishment and operation of funds in major financial centers such as Cayman, BVI, Hong Kong, and Singapore.
He has expertise in primary-market equity investment, secondary-market securities investment, and derivatives trading.
He excels at collaborating with international banks on complex over-the-counter derivatives transactions, and possesses a distinctive cross-border asset-allocation perspective along with a rigorous risk-management framework.
Jennie holds a Bachelor of Business Administration from the University of Canberra and a Master of Business Administration from the University of Wales. She is also a qualified accountant with three professional accounting designations, including membership in the Hong Kong Institute of Certified Public Accountants.
With over 18 years of professional experience, she has served at leading international financial institutions such as The Blackstone Group, Mizuho Securities, and The Carlyle Group.
She specializes in establishing efficient financial control systems, ensuring cross-border compliance, and strategically allocating resources to oversee financial accounting and treasury operations.
