1 July 2022 – CFSG is pleased to announce the launch a new corporate identity. The new logo not only represents a vibrant and energetic persona but also manifests the firm’s forward-looking culture. For detail, please click here.

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Our Professional Teams




Bankee KWAN, JP

Chairman, ED & 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 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) of Lingnan 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 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 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 vice convener (Hong Kong andMacao Members) of the Chinese People’s Political Consultative Conference (CPPCC), Shanghai Committee; executive vice president of Hong Kong-Shanghai Economic Development Association; a member of the 5th Council of the China Overseas Friendship Association; a member of the fourth to the sixth Election Committee 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 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; an honorary advisor of Hong Kong Small and Medium Enterprises Association. 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. In December 2019, 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

ED & Deputy CEO

BA, MHKSI

Mr Kwan is in charge of corporate management and strategic 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.

William CHEUNG

ED & COO

MBS, BA, CPA

Mr Cheung is in charge of the overall administrative and operational functions of the Group. He has extensive experience in the fields of banking, accounting and auditing. Mr Cheung received a Master of Business Studies Degree from the University of Kent at Canterbury, UK and a Bachelor of Arts (Hons) in Accountancy Degree from City University of Hong Kong. He is a Certified Public Accountant of the Hong Kong Institute of Certified Public Accountants.

Trevor LAW

ED & Deputy CFO

MSc, BSc, CPA (Aus)

Mr Law is in charge of overseeing the finance and treasury function of the Group. He has extensive experience in the fields of financial and accounting management. Mr Law received a Master of Science Degree in Business (Finance and Accounting) from the University of Warwick, United Kingdom and a Bachelor of Science Degree in Accounting, Business, Finance and Management from the University of York, United Kingdom. He is a Certified Practising Accountant of CPA Australia.

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 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.

John LO

INED

MBA, LL.B, FCCA

Mr Lo has extensive experience in the accounting, auditing and finance fields. He received a Master of Business Administration Degree from The Oklahoma City University, US and a Bachelor of Laws Degree (LL.B) 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.

Charles 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.



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

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.

Eddie FUNG

Chief Executive Officer, CASH Wealth Management

MFin, BBA, FLOMA

Mr Fung is responsible for developing the Group’s wealth management business. He has extensive experience in wealth management industry, especially in business development and transformation, distribution expansion, driving sales and talent development. Mr Fung received a Master of Finance Degree from the National University of Ireland, Dublin and a Bachelor of Arts Degree in Business Administration from University of Sunderland, UK. He is a fellow of the Life Office Management Association.

Patrick YIU

Managing Director, Asset Management

BEcon

Mr Yiu is in charge of the asset management services of the Group. He has extensive experience in the financial services and asset management fields. 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.

KC PANG

Managing Director, Business Finance

MBA

Mr Pang is in charge of the business finance development of the Group. He has extensive experience in the fields of corporate banking and business finance. Mr Pang received a Master of Business Administration Degree from The Open University of Hong Kong.

Angelo LIN

President, Greater China

MBA, EMBA, BEng, TFA, MCNFA, CFP

Mr Lin is in charge of the business development in the Greater China of the Group. He has extensive experience in authorised funds, private equity, managed futures, fixed income and equity funds, discretionary investment management services, commodity derivatives trading and advisory service fields. The investment team led by Mr Lin won first place in the Taiwan Futures Fund Diamond Award and the Taiwan Global Goblet Award for Outstanding Futures Expertise for himself. Mr Lin received a Master of Business Administration from Fordham University US, EMBA from China Center for Economic Research (CCER), Peking University of PRC, and a Bachelor of Engineering from Tamkang University of Taiwan. He is qualified as a Key Personnel for Hong Kong authorised funds, a Taiwan Futures Analyst and the committee member, coordinator of the Chinese National Futures Association in Taiwan, a Certified Financial Planner in PRC, and a lecturer of EUREX Exchange.

Bryan SO

Managing Director, Greater China

BFin

Mr So assists the President in managing the business development in the Greater China of the Group. He has extensive experience in operations and risk control of asset management fields. He has over 20 years’ experience in the securities industry and has legitimate licenses for trading securities and commodities. Mr So received a Bachelor of Finance from The University of Hong Kong.

William CHAN

Managing Director, China Business

MBA, BSc

Mr Chan is in charge of the overall business development in mainland China of the Group. He has extensive experience in brokerage service and wealth management fields. Mr Chan received a Master of Business Administration Degree from Cheung Kong Graduate School of Business, China and a Bachelor of Science Degree in Biochemistry from The Hong Kong University of Science and Technology. He is a responsible officer of CASH Asset Management, CASH Wealth Management, Celestial Securities and Celestial Commodities.

Alpha CHAN

Managing Director, Asset Management

BA, CFA

Mr Chan is in charge of the asset management business of the Group, managing the Group’s investment portfolio including authorised and private funds, MPF scheme, etc. He has over 22 years of extensive experience in investment management including equities, fixed income and derivatives. Mr Chan received a Bachelor of Management (Operations) Degree from The Hong Kong Polytechnic University. He is a Chartered Financial Analyst.

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 in Policy Studies and Administration from City University of Hong Kong and a Master of Professional Accounting from Deakin University, Australia. She is a Certified Practising Accountant of CPA Australia.