Board of Directors
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.
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.
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.
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.
Director
Grant Ko is the Co-founder and Chairman of Wisdom Group Holdings Limited, a global multi-family office with over US$7 billion of assets under management. With over 25 years of experience in the financial services industry, Mr. Ko has held key positions at multinational banks, focusing primarily on the Greater China region. Since founding Wisdom in 2014, Mr. Ko has provided comprehensive wealth management solutions to ultra-high-net-worth families, individuals, and corporates. Leveraging Wisdom’s global reach and his industry experience, Mr. Ko has built a strong partner ecosystem comprising top-tier private banks, investment banks, and various investment institutions. Additionally, Mr. Ko chairs the Education and Research Sub-Committee of the Family Office Association, leading educational initiatives such as the annual case competition and summer internship programme, aimed at nurturing knowledge and talent within the family office community.
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.
