Experts
The Aspenwood team consists of investment and asset management experts and experienced veterans who have proven track records of providing professional investment services to regional and global clients within multinational financial institutions.
Jimmy Chan
Founder & CEO
Mr. Chan founded Aspenwood in 2016, leading the company to become a key player in external asset management and family office service with continued profitable growth every year. Also, Aspenwood has helped high net worth clients weather through different global financial crisis and accumulate wealth.
With investment banking and corporate & institutional banking experience from Royal Bank of Scotland, Barclays Bank, and Standard Chartered Bank. Mr. Chan specializes in asset management, investment strategies, and risk management of various asset classes.
Additionally, he is dedicated to charitable causes and social responsibility work.
Kelvin Lee CFA FRM
Founder & Managing Director
Mr. Lee is a Chartered Financial Analyst and Financial Risk Manager. He is another founder of Aspenwood and responsible for investment and risk management. Also, oversees business operation of the company, having previously managed investment strategies for corporate and high net worth clients at Dah Sing Bank.
He focuses on Foreign Exchange and Derivatives, Bonds, and Global Equities. With his expertise, Mr. Lee contributes to Aspenwood’s success in providing tailored investment solutions to clients while maintaining a strong risk management framework.
Jimmy Cheung
Managing Director
Mr. Cheung is a seasoned investment banker with over 25 years of experience in Asia’s financial markets, brings his expertise to Aspenwood’s investment strategy.
He specializes in fixed income markets and has held various senior positions at renowned global financial institutions, including as the Alternate Chief Executive of Natwest Markets (formerly The Royal Bank of Scotland) Hong Kong Branch and as Managing Director/Head of Fixed Income, Currencies, and Commodities sales at UBS Investment Bank Hong Kong.
Jerry Ng
Managing Director
Mr. Ng is the Managing Director at Aspenwood, responsible for corporate client relationship and capital markets with over 17 years of banking experience dealing with corporate clients. He previously worked at major banks including HSBC, Citibank N.A., and Dah Sing Bank.
In March 2021, he was admitted as a professional member of The Hong Kong Institute of Bankers, demonstrating his commitment to the highest professional standards.
Kevin Lee
Managing Director
Mr. Lee is a seasoned professional in private banking, wealth management, and global markets with over 17 years of experience. Additionally, he has extensive experience in assisting clients in setting up family trusts, providing comprehensive solutions for wealth preservation and succession planning.
Prior to joining Aspenwood, he held senior positions such as senior banker and team leader at Standard Chartered Private Bank, Head of client relationship management at China Industrial Bank, Team head at Wing Lung Bank, and Treasury Specialist at HSBC Global Market.
Frankie Ma CFP
Managing Director
Mr. Ma is in charge of client relationship and asset management at Aspenwood, bringing extensive experience from his roles at major Hong Kong banks, including HSBC and Standard Chartered Bank. While serving as head of the International Banking Center at Standard Chartered Bank, he mainly managed clients from the Greater China region.
He has a proven track record in team and client relationship management, making him a valuable asset to Aspenwood.
Henry Tsang
Managing Director & IC
Mr. Tsang is responsible for the client relationship management and investment consultant of Aspenwood Capital. He has been engaged in wealth management in major banks in Hong Kong such as Citibank, Hang Seng Bank and Bank of China International.
He has extensive retail, commercial and private banking experience and is very familiar with related financial products.
Kenneth Yong
Managing Director
Mr. Yong is responsible for client relationship management of Aspenwood Capital. He has over fifteen years of experience in private banking and commercial banking. He worked in several major international and local banks including Citibank, DBS Bank, Hang Seng Bank and BOC Hong Kong.
He has extensive experience in serving high net worth clients. Service scope including financing, stocks, fixed income, alternative investments and wealth inheritance. He has earned the trust of customers with years of quality service.
Marcy Chan
Managing Director
Mr. Chan is an experienced and dedicated Managing Director. With a passion for finance and a deep understanding of the investment landscape, committed to helping individuals and businesses achieve their financial goals through strategic investment planning.
He is the Council Member of The Hong Kong General Chamber of Commerce – Sichuan Division, contributing investment and financial skills. He is also an author with a deep understanding of finance and an accomplished published book on investment.
Asta Lee
Managing Director
Ms. Lee is responsible for managing client relations and assets at Aspenwood with over 20 years of financial investment experience. She has honed her expertise at major banks, including HSBC and Standard Chartered Bank.
Her previous solid experience in relationship management enables her to deliver exceptional financial solutions and build strong client relationships at Aspenwood, helping clients achieve their financial objectives.
Alvis Fong CFP CFC CPB
Managing Director
Mr. Fong is responsible for managing client relations and assets at Aspenwood with over 18 years of financial investment experience. He specializes in offshore asset and wealth management and has led multiple successful high net worth financing cases.
Prior to joining Aspenwood, he held Senior Vice President positions at Hang Seng Bank and Bank of China (Hong Kong), where he accumulated extensive banking experience and network resources.
Windy Lui
Managing Partner
Ms. Lui is the Managing Partner at Aspenwood with over 25 years of experience in banking, finance, immigration, and global money management. She is highly skilled in serving ultra-high net worth clients with personalized services and also holds directorial positions in multiple companies, including AIA and Life Immigration Consultant Limited.
Her past roles include Senior Relationship Manager at HSBC and Vice President at CMB Wing Lung Private Banking.
Anthony Poon
Managing Director
Mr. Poon is a seasoned expert with over 14 years of experience in the field of banking, accounting and corporate finance, serving as Aspenwood’s Family Office partner and CEO at ALE Group Holdings.
He is a member of the Association of Chartered Certified Accountants and previously held a Senior Vice President position at HSBC in the Large Corporates department, where he managed corporate relationships across diverse industry sectors.
Mei Jingfu,King CFP
Head of China Market
Mr. Mei currently oversees Aspenwood’s China market business, bringing nearly 20 years of significant experience in domestic and overseas asset and wealth management. He has successfully led numerous cases for ultra-high net worth clients.
Prior to joining Aspenwood, he held senior private banker roles at UBS AG and China Merchants Bank. Mr. Mei offers a robust network of professional investor services to benefit Aspenwood’s clients.
Alex Chang
Managing Partner
Mr. Chang has over 25 years of experience in the financial industry, especially wealth management, advising high-net-worth and ultra-high-net-worth clients on investment strategies across equities, fixed income, funds, and structured products, etc. He has held senior roles at leading private banks like EFG Bank, Nomura, Crédit Agricole Indosuez and RBC in Hong Kong, managing significant assets and client portfolios with a successful track record. His background includes positions at KB Gold & Wise (KB Financial Group) and Citibank in Korea earlier in his career. His expertise offers a broad spectrum of tailored solutions for investing, financing, and wealth planning to achieve client goals.
He also currently serves as a vice chairman of the Korean Residents Association in Hong Kong, supporting the Korean community and a council member of The Korean Chamber of Commerce in Hong Kong as well