Sarah Li

Chief Executive Officer

• M.A. in Translation (Hong Kong PolyU), licensed by SFC, IA and CIMA as fund manager.
• 10+ years in finance, managed HKD 20B+ assets, ex-VP of listed financial group & offshore insurance director.
• Specialties: HNWI wealth management, structured financing, family trust setup/operation.

Fernando Ni

Chief Investment Officer

• M.Sc. in Computer Science (HKU), combining deep tech-finance expertise.
• 20+ years in capital markets, ex-head of asset management at Chinese brokerage, currently managing multiple private securities funds.
• Multi-asset allocation & secondary market value investing, focused on fundamental research and long-term value creation.

Jessica Ng

Chief Executive Officer Consultant

• BA (HKU), MBA (CityU), licensed by SFC & PWMA-CPWP certified.
• 30+ years in private banking, pioneered industry development in HK, held senior executive roles at leading institutions.
• High-net-worth client network development, wealth management strategy & team leadership.

Ken Chan

Chief Strategy Officer

• DBA candidate (CityU HK), holder of international professional certifications.
• 20+ years in retail/private banking & insurance, leading cross-functional/regional teams in major transformation initiatives.
• Business transformation & strategic management (project/sales management), combining financial theory with practical execution.

Patrick Zhang

Chief Marketing Officer

• BA in Diplomacy (SISU), appointed Distinguished Lecturer in Business at top Chinese university.
• 10+ years in multinational finance, core team member establishing CK Group's asset management arm.
• Ultra-HNW family advisory: offshore family office structures, cross-cycle asset allocation & global tax planning.

Homer Wong

Chief Operating Officer

• MSc in Finance (Newcastle University, UK), currently serving as Director of a Cayman fund.
• 8+ years in finance, specializing in end-to-end fund management with expertise in Cayman/BVI/HK/Singapore fund operations.
• Cross-border asset allocation, complex OTC derivatives structuring, and risk management with international banks.

Jennie Ma

Chief Financial Officer

• BBA (University of Canberra, Australia), MBA (University of Wales, UK), holder of international certified accountant qualification.
• 15+ years in international financial institutions, previously worked in the finance departments of Blackstone, Mizuho and Carlyle.
• Expert in building efficient financial systems (finance/cash management), with a focus on cross-border financial operations and resource coordination.