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 Deputy 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.

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.

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.