Management Teams
Dr Bankee KWAN BBS, JP
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 Wholesale and 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
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
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
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
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.
ADA CHEUNG
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
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
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.
WILLIAM WONG
Mr Wong oversees the investment management business of the Group. He has extensive experience in both buy and sell sides of the financial services sector in Hong Kong and in the US. His wide spectrum of financial services experience spans across investment, fund management, asset management, investment banking, equity research, wealth management and family office. Mr Wong received a Master of Business Administration Degree at University of California, Berkeley, US, a Certified Public Accountant (CPA) and a Chartered Financial Analyst (CFA). He also received a Master of Law (LL.M.) degree from the University of Hong Kong and a Bachelor of Science degree from University of Virginia, U.S. Mr Wong is currently a senior lecturer at the School of Business and Administration, Hong Kong Metropolitan University, and his sharing philosophy helps him attain the President’s award as one of the university’s best instructors.
ANGELA PUN
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
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
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
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.
Dr Bankee KWAN, BBS, JP
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 Wholesale and 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.
JAMES LEUNG
Mr Leung is in charge of the overall strategic development and business management of Pricerite Group. He has extensive experience in the fields of banking, debt capital market and retail management businesses. Mr Leung received a Master of Business Administration Degree from Heriot-Watt University, UK and a Bachelor of Social Sciences (Management and Economics) Degree from The University of Hong Kong. Mr Leung is also the executive director and deputy chairman of Pricerite Group.
JEFFREY KWAN
Mr Kwan is in charge of corporate management and strategic investments of the Group. He has extensive experience in 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. He is the son of Dr Kwan Pak Hoo Bankee (the chairman, executive director and chief executive officer of the Company). Mr Kwan is also an executive director and deputy chief executive officer of CFSG.
MORTON CHEUNG
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. Mr Cheung is also an executive director and chief financial officer of CFSG.
Derek Ng
Mr Ng is in charge of the business development and management of Pricerite Group. He has extensive experience in the field of retail operation and management. Mr Ng received a Master of Business Administration Degree from Southern Illinois University Carbondale, US and a Bachelor of Arts Degree from Ottawa University, US. He holds a Professional Diploma in Financial Planning from The University of Hong Kong. In 2014, Mr Ng was bestowed with the “Asia Pacific Entrepreneurship Awards 2 0 1 4 – Outstanding Entrepreneurship Award”, as organised by Enterprise Asia.
DEON WON
Ms Won is in charge of supply chain management of Pricerite Group. She has over 20 years’ experience in the field of supply chain management.
Duncan Ip
Mr Ip is in charge the overall merchandising platform of Pricerite Group building it as a professional data-driven organisation. He is responsible for fostering the understanding of customers’ changing preferences and buying behaviours while optimising the inventory and supply chain management of Pricerite Group. Through big-data analytics, Mr Ip is dedicated to developing customer-oriented product portfolio to gain customer loyalty through enhanced customer satisfaction. He has extensive experience in retail data analytics. Mr Ip holds a Bachelor of Global Business Management Degree from University of Central Lancashire, UK.
Boris TAM
Mr Tam is in charge of the e-commerce business of Pricerite Group. He has extensive experience in the fields of e-commerce and information technology. Mr Tam received a Bachelor of Applied Science Degree in Computing from Swinburne University of Technology, Australia.
Mabel WONG
Ms Wong is in charge of the development and execution of marketing campaigns of Pricerite Group. She has extensive experience in the fields of retail business and marketing. Ms Wong received a Bachelor of Business Administration Degree from Hong Kong Baptist University.
Dr Bankee KWAN BBS, JP
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 Wholesale and 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
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.
ANGELA WONG
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.
MORTON CHEUNG
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.
Dr Alfred MA
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.