Management Teams
BANKEE KWAN, 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 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 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 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
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
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
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.
ANGELA WONG
Ms Wong is in charge of the Group’s overall sales and business development, including Institutional Wealth Management, Private Wealth Management and Asset Management businesses. She has extensive experience in financial services and wealth management in North America, Hong Kong and Mainland China. Ms Wong is an Executive MBA of Tsinghua University, Beijing and a Chartered Financial Analyst of CFA Institute, US. Ms Wong is also the Deputy CEO of CASH Algo Finance Group (CAFG), a sister company of CFSG.
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.
EDDIE FUNG
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.
KC PANG
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
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
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
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
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
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.
ANGEL NG
Ms Ng is in charge of the corporate and strategic development of the Group. She has extensive experience in financial services and corporate development in North America and Hong Kong. Ms Ng received a MBA Degree from New York University.
BANKEE KWAN 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 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 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 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.
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.
LEWIS LI
Mr Li oversees the accounting and financial management functions of the Group. He has extensive experience in the fields of financial and accounting management. Mr Li received a Bachelor of Business Degree from Swinburne University of Technology, Australia. He is a Certified Practising Accountant of CPA Australia and a Certified Public Accountant of the Hong Kong Institute of Certified Public Accountants.
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.
DEON WON
Ms Won is in charge of the furniture business of supply chain management of Pricerite Group. She has over 20 years’ experience in the field of supply chain management.
BONNIE HUNG
Ms Hung is in charge of the marketing and brand management of Pricerite Group. She has extensive experience in the field of marketing. Ms Hung received a Bachelor of Business Administration (Hons) Degree from City University of Hong Kong.
KATHERINE TAM
Ms Tam is in charge of the retail operations of Pricerite Group. She has extensive experience in the retail operations fields. Ms Tam received a Bachelor of Arts from The University of Winnipeg, Canada.
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.
KENNY SIU
Mr Siu is in charge of the household merchandising business of Pricerite Group. He has over 15 years’ experience in the field of retail business. Mr Siu received a Bachelor of Science Degree in Food and Nutritional from The Chinese University of Hong Kong.
OLIVER HO
Mr Ho is in charge of overseeing a number of back-office and operations department of Pricerite Group. He has extensive experience in the fields of retail industry, specifically store management and supply chain management. Mr Ho received a Master of Business Administration from University of Wales, UK.
BANKEE KWAN,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 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 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 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.
LEWIS LI
Mr Li oversees the accounting and financial management functions of the Group. He has extensive experience in the fields of financial and accounting management. Mr Li received a Bachelor of Business Degree from Swinburne University of Technology, Australia. He is a Certified Practising Accountant of CPA Australia and a Certified Public Accountant of the Hong Kong Institute of Certified Public Accountants.
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, is in charge of the overall operations of CASH Algo Finance Group. She has extensive experience in financial services and wealth management in North America, Hong Kong and Mainland China. Ms Wong is an Executive MBA of Tsinghua University, Beijing and a Chartered Financial Analyst of CFA Institute, US.
ALFRED MA
Dr Ma is in charge of research and development for algorithmic trading and data analytics. He has extensive experience in the field of financial engineering and algorithmic trading. Dr Ma received a Doctor of Philosophy Degree in Operations Research from the Columbia University, US, a Master of Philosophy Degree in Mathematics and a Bachelor of Science Degree in Mathematics from The Chinese University of Hong Kong. He is a holder of Certificate in Investment Performance Measurement from the CFA Institute, US, an associate of the Society of Actuaries, US and a Professional Risk Manager of The Professional Risk Managers’ International Association, US.