1. Please be advised that CFSG has revised its Terms and Conditions effective on 13 May 2024. The latest version is CFSG Terms & Conditions - Version 20.
2. Please be advised that CFSG has issued a notice on the adjustment of the U.S. Stock Trading Fee Rate and Settlement Cycle for US stocks on 20 May 2024. For more details, please click here.

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Our Professional Teams




Dr Bankee KWAN, BBS, JP

Chairman & CEO

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. He was awarded the Bronze Bauhinia Star (BBS) by the HKSAR Government and is a Justice of Peace (JP) of the HKSAR.

 

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 Hong Kong Metropolitan University; a member of the Court of City University of Hong Kong, an Adjunct Professor of The Hang Seng University of Hong Kong, an honorary director of the Pan Sutong Shanghai-Hong Kong Economic Policy Research Institute (PSEI) and a member of the Advisory Board on Business Studies of Lingnan University of Hong Kong, and an advisory professor and an 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 Hong Kong Metropolitan University 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 a member of the 14th National Committee of the Chinese People’s Political Consultative Conference (CPPCC); a standing committee member and vice convener (Hong Kong and Macao Members) of the 10th to 14th CPPCC, Shanghai Committee; the deputy chairman of the Business Facilitation Advisory Committee (BFAC) and also the convenor of the Wholesaleand Retail Task Force (WRTF) of BFAC; a member of the Mandatory Provident Fund Schemes Advisory Committee (MPFSAC) and a former non-executive director of the MPF Authority; the president of Federation of Hong Kong- Shanghai Associations; a member of the 5th Council of the China Overseas Friendship Association; a member of the Election Committee for the Fourth, the Fifth and the Sixth Term of the Chief Executive Election of the HKSAR; a director, an executive committee member, past honorary advisor and past chairman of the Hong Kong Retail Management Association (HKRMA); a member of the Securities and Futures Appeals Tribunal (SFAT); a member of the Labour Advisory Board of the HKSAR; a member of the Marketing Management Committee of the Hong Kong Management Association (HKMA); a director of the Hong Kong Justice of Peace Association. Dr Kwan has also been an honorary advisor of Hong Kong Small and Medium Enterprises Association, a member of the Central Policy Unit of the Government of the HKSAR and an honorary advisor of the CEPA Business Opportunities Development Alliance.

 

Dr Kwan is well recognised for his dedications and contributions to the society. He was named “Entrepreneur of the Year” 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. 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. 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. The Hang Seng University of Hong Kong bestowed the “Junzi Entrepreneur Award” on Dr Kwan, recognising his continuous contribution to the society of Hong Kong.

Jeffrey KWAN

Deputy CEO

BA, MHKSI

Mr Kwan is in charge of the strategic and corporate development of the Group. He has extensive experience in the fields of financial technology, corporate and strategic management, private equity and investment management. Mr Kwan received a Bachelor of Arts Degree in Psychology from The Johns Hopkins University, US. He is a member of the Hong Kong Securities and Investment Institute.

Morton CHEUNG

CFO

BBA, CPA

Mr Cheung oversees the finance and treasury function of the Group. He has extensive experience in the fields of auditing, financial reporting, investment banking and corporate finance. Mr Cheung received a Bachelor of Business Administration (Professional Accountancy) Degree from The Chinese University of Hong Kong. He is a Certified Public Accountant of the Hong Kong Institute of Certified Public Accountants.

Angela WONG

ED

EMBA, BA, CFA

Ms Wong leads the investment management business, including strategic and fund product development, to align with the Group’s overall wealth management direction. She has over three decades of experience in financial services, focusing on investment and wealth management business in North America, Hong Kong, and Mainland China. Ms Wong received a Bachelor of Arts Degree from York University, Canada, and an Executive MBA Degree from Tsinghua University, China. She holds the Chartered Financial Analyst designation from the CFA Institute in the US.

Daryl Lai

ED

MBA, BBA

Mr Lai oversees the strategic and business development of the Group. He has extensive experience in marketing and general management, especially in the fields of wealth management and banking, and in both debt and equity capital markets in Hong Kong and Mainland China. He has also held senior management positions in international banks and an SFC-licensed financial institution of a Mainland State-owned Enterprise. Mr Lai received a Master of Business Administration Degree from Chaminade University of Honolulu, US, and a Bachelor of Business Administration Degree from University of Hawaii, US.

Raymond CHENG

INED

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 the chairman of The Hospital Authority New Territories West Cluster Hospitals Charitable Trust and is 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, a Principal Honorary President as elected by the Federation and the chairman of The Federation of Hong Kong Watch Trades and Industries Charitable Trust. Mr Cheng is also the chairman of the Audit Committee and the Remuneration Committee and a member of the Nomination Committee.

Charles Ming-chi LO

INED

CPA(Aus), 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, the Remuneration Committee and the Nomination Committee. Mr Lo is also an independent non-executive director, chairman of the audit committee, member of the remuneration committee and the nomination committee of Carrianna Group Holdings Company Limited (stock code: 126), a company listed on the Main Board of the Stock Exchange.

Terence Ho-wah CHAN

INED

PhD(Econ), MSc(Real Estate), FCPA(Aus), FRICS, CFA

Dr Chan has almost 30 years of experience in the area of real estate and infrastructure investment, listed company merger and acquisition in the regional capital market. Dr Chan is currently the chairman of Bay Area Capital Partners Limited, an Adjunct Professor in the Department of Real Estate and Construction of the University of Hong Kong. Dr Chan holds a Doctor of Philosophy Degree in Economics and a master’s degree in Real Estate, and he also possesses professional fellow membership of CPA Australia and Royal Institute of Chartered Surveyors as well as the professional designation of Chartered Financial Analyst. Dr Chan is the chairman of ESG & Sustainable Investment Committee of Hong Kong Independent Non- Executive Director Association, a member of HKTDC Infrastructure Development Advisory Committee, a member of the Mainland Opportunities Committee of Financial Service Development Council, a member of the Greater Bay Area Committee of CPA Australia, the vice-chairman of the Hong Kong Education University Council, deputy president of the Federation of Hong Kong-Shanghai Associations, the chairman of Shanghai HK Association and a member of the Economic Discipline in the CPPCC Shanghai Municipal Committee since 2017. He is also a member of the Chinese Association of Hong Kong & Macao Studies of the State Council and a member of the 2021 Election Committee of the HKSAR Government. Dr Chan is also a member of the Audit Committee. Dr Chan is also an independent non-executive director, a member of the audit committee, nomination committee and remuneration committee of Wang On Properties Limited (stock code: 1243), a company listed on the Main Board of the Stock Exchange.



Ada CHEUNG

Company Secretary

ACG, HKACG, CPA, FCCA

Ms Cheung is in charge of the company secretarial matters of the Group. She has extensive listed company secretarial experience. She is an associate of The Chartered Governance Institute, UK and The Hong Kong Chartered Governance Institute, a Certified Public Accountant of the Hong Kong Institute of Certified Public Accountants and a fellow of the Association of Chartered Certified Accountants.

Carrie LAW

Director, Human Resources & Administration

BBA, MHKIHRM

Ms Law is in charge of the human resources and administrative functions of the Group. She has extensive experience in human capital management, including strategic human resources planning, talent management, succession planning and human resources measurements. She is also experienced in managing human resources and administrative operations across regional offices. Ms Law received a Bachelor of Business Administration (Hons) Degree in Human Resources Management from the Hong Kong Baptist University. She is a professional member of Hong Kong Institute of Human Resources Management. She is also appointed as Assessor for the Recognition of Prior Learning Scheme with Vocational Training Council.

Roland SONG

Chief Executive Officer, Wealth Management

MBA, BIB

Mr Song oversees the wealth management business of the Group in Hong Kong and Mainland China. He has extensive experience in family office, asset management, investment and wealth management businesses in China. Mr Song received an MBA degree from Lawrence Technological University, US and a Bachelor of International Trade Degree from the University of British Columbia, Canada.

Dr Alfred MA

Managing Director, CASH Algo Finance Group

PhD, MPhil, BSc, CIPM, ASA, PRM, CFA

Dr Alfred Ma is a portfolio manager and a FinTech practitioner. He holds a PhD in Operations Research from Columbia University, and an MPhil and BSc in Mathematics from the Chinese University of Hong Kong. He is a CFA charterholder, Professional Risk Manager (PRM) of The Professional Risk Managers’ International Association, US, an Associate of the Society of Actuaries (ASA), and a Chartered Engineer (CEng). He also holds the Certificate in Investment Performance Measurement (CIPM) awarded by the CFA Institute. He has been a quantitative investment strategist since 2013 covering different asset classes. He has years of teaching experience in quantitative finance at the Chinese University of Hong Kong, Hong Kong University of Science and Technology, City University of Hong Kong and Lingnan University. Dr Ma holds adjunct professorship at the Chinese University of Hong Kong and City University of Hong Kong. He has published more than 20 articles in peer-reviewed journals including Journal of Computational Finance, Journal of Financial Data Science, and Journal of Asset Management focusing on applying quantitative investment strategies in financial markets.

Angela PUN

Financial Controller

BSc, MPA, CPA(Aus)

Ms Pun is assisting the CFO in overseeing the financial and accounting matters of the Group. She has extensive experience in the fields of financial and accounting management. Ms Pun received a Bachelor of Social Sciences Degree in Policy Studies and Administration from City University of Hong Kong and a Master of Professional Accounting Degree from Deakin University, Australia. She is a Certified Practising Accountant of CPA Australia.

Ryan NG

Deputy Chief Operating Officer

BA

Mr Ng is in charge of the overall administrative and operational functions of the Group. He has extensive experience in the fields of operations management, compliance and risk management. Mr Ng received a Bachelor of Arts Degree in Business from The Hong Kong Polytechnic University. He is also a voting member of Hong Kong Securities Association.

Hilda HUANG

Director, Corporate Development

MSc, BSc

Ms Huang is responsible for the FinTech project management of the Group. 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, UK and a Bachelor of Science Degree in Business Management and Business Information Technology from The University of Gloucestershire, UK.

Daniel Ho

Divisional Head of WealthTech

BSc

Mr Ho is in charge of the overall business development and operation of the WealthTech business of the Group. He has extensive experience in the fields of information technology infrastructure. Mr Ho received a Bachelor of Science Degree in Mathematics from The Hong Kong University of Science and Technology.