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Case Competition

Exclusive Webinar
9 Dec 10:30-11:30am HKT
Dr. Eric Pan
Pandtong Quantitative Research
Chief Investment Officer
Ms. Jessica Huang
VMS Group
Portfolio Management Specialist, Private Equity Investment
Ms. Regina Ho
FOAHK
Coordinator, Education & Research Subcommittee
Round 1
11 Dec 12:00pm - 18 Dec 12:00pm HKT
Round 2
12 Jan 12:00pm - 26 Jan 12:00pm HKT
PowerPoint Presentation
 Registration Closed: 11 December 9:00am (HKT/SGT)
Interview Opportunities With:
Neil Tan
FinTech Association Hong Kong
Chairman
Mr. Sandro Treier
Julius Baer
Head of Intermediaries Greater China
Mr. Grant Ko
Wisdom Group Holdings
FOAHK Education & Research Chair
Jacky Su
NFTrinity
Investment Director
Benson Wong
International Private Bank
Managing Director, Head of Client Digital
Andrew Lee
Capital Group
Investment Director
Wei Hsien Chan
Private Investments
Managing Director
Tammy Thomas
Pictet
Alternative Investments Specialist
Sueann Yeo
EQT
Head of APAC PWM Client Relations and Capital Raising
Stephanie Joeson
Janus Henderson Investors
Director, Intermediary Sales
Hongling Rao
CITIC Securities
Managing Director
Jennifer Hsieh
Private Wealth Management Association
Executive Director

Internships

44

Interns

19

Internship Teach-In Sessions

14

Member Family Offices Offered Internships

Board of Directors

  • Jessica Cutrera
  • Jim Kwok
  • Chi Man Kwan
  • Kenneth Ho
  • Grant Ko
  • Harry Pang
Jessica Cutrera

Jessica Cutrera

Chair

Jessica Cutrera is the President at Leo Wealth, an independent global wealth advisor and multifamily office. Based in Hong Kong, she provides comprehensive wealth management and planning services in several areas including tax, financial, and estate planning and specializes in serving Americans living in Asia.  Prior to Leo Wealth, Jessica was the Founding Partner, Responsible Officer and Compliance Officer at The Capital Company, an independent asset management firm formed in the beginning of 2017. Before this, she co-founded EXS Capital Asia Limited in 2008, and served as a Responsible Officer and head of Operations and Compliance until 2016. She and her team built a substantial asset management and financial planning practice at EXS.  Before she moved to Asia, Jessica worked as a Registered Representative for Charles Schwab. Her cross border expertise in trust and estate planning is recognized by her acceptance into the Society of Trusts and Estate Practitioners (STEP).  She has an MBA from Temple University in Tokyo.  

Jim Kwok

Jim Kwok

Vice Chair

Jim Kwok is the CEO and Responsible Officer of Topaz Financial Group Limited, Topaz Capital Management Limited and Topaz Family Office Services Limited. With over 16 years of banking and management exposure, Mr. Kwok currently supervises over 40 representatives and analysts serving ultra-high net worth and family office clients. Prior to this, Mr. Kwok held a senior role at HSBC Broking Services (Asia) Limited from 2006 to 2012.He holds a Bachelor of Business Administration in Finance and Economics from The Hong Kong University of Science and Technology.

Chi Man Kwan

Chi Man Kwan

Director

Kwan Chi Man is the CEO and Founder of Raffles Family Office (RFO). Mr. Kwan founded Raffles Capital Holdings in 2014 and later expanded the company to include Raffles Assets Management, Raffles Properties and Raffles Corporate Services.  As the CEO of RFO, Mr. Kwan oversees the strategic development and management of RFO’s business. He has over 15 years of banking and management experience in various international financial institutions. Prior to this, he was a private banker at BNP Paribas and Standard Chartered Bank.  Mr. Kwan holds a Bachelor’s degree in Economics and Business Management from Lancaster University.

Kenneth Ho

Kenneth Ho

Director

Kenneth Ho is the Founder and Managing Partner of Carret Private Capital Limited, the Hong Kong-based affiliate of Carret Asset Management, an SEC registered investment advisor located in New York. With over 25 years’ experience in the banking industry, Mr. Ho is recognized as one of the forefathers of wealth management’s open-architecture model and an entrepreneur who has helped set up two of Asia’s largest wealth management platforms – Credit Suisse and Bank Julius Baer.  In 2020, he was selected by an independent panel of industry veterans as the winner of the “Outstanding Individual” in wealth management at the Fifth annual Wealth briefing Asia Greater China Awards.  Mr. Ho holds a Master of Business Administration degree from the University of Chicago Booth School of Business.

Grant Ko

Director

Grant Ko is the Co-founder and Chairman of Wisdom Asset Management Limited. Mr. Ko has over 25 years of experience in the financial services industry, working for multinational banks covering the Greater China region. He also has extensive experience in the asset management sector, advising wealthy families and individuals as well as corporates on wealth planning, portfolio management and investments on equity, FX and fixed income products. Mr. Ko supervises 40 licensed representatives on regulated activities and has extensive connections with top-tier private banks and investment banks.  He holds a Master of Commerce with Finance major from University of New South Wales.

Harry Pang

Harry Pang

Director

Harry Pang is the Founder of Fountainhead Partners. Established in 2015, Fountainhead is a multi-family office, primarily focuses on investment management for ultra-high-net-worth families.  Prior to this, Mr. Pang served as the Managing Director at UBS Hong Kong from 2011 to 2015, heading up the bank’s ultra-high-net-worth businesses in Mainland China and Taiwan. He was with Morgan Stanley’s Private Wealth Management division in Hong Kong from 1997 to 2011.  Mr. Pang obtained his Master of Business Administration from New York University.

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