Experts

The Aspenwood team comprises investment and asset management experts and experienced veterans with track records of supporting regional and international clients with professional investment services in multinational financial institutions.

Jimmy Chan

Founder & CEO

Mr. Chan founded Aspenwood in 2016.  Under his leadership, Aspenwood has helped clients weather through different global financial crisis with wealth accumulation, and the Company has quickly expanded into a key external asset management and family office player in the market with continued profitable and significant business growth every year.

Mr. Chan is a seasoned financial market expert, with investment banking and corporate & institutional banking experience from Royal Bank of Scotland, Barclays Bank and Standard Chartered Bank, and specialty in asset management, investment strategies and risk management of FX, Currency Overlay, Equity, Bonds and Commodities, and family office and ultra high net worth market asset management.

Mr. Chan is also committed to charity cause and social responsibility work.

Kelvin Lee, CFA, FRM

Founder & Managing Director

 

Mr. Lee is a Chartered Financial Analyst and Financial Risk Manager. He is one of the founders of Aspenwood and responsible for investment and risk management related matters.

Prior to joining Aspenwood, Mr. Lee was responsible for investment strategies for corporate and high net worth clients at Dah Sing Bank Limited, with special focus on Foreign Exchange and Derivatives, Bonds, and Global Equities.

Jimmy Cheung

Managing Director

 

Mr. Cheung is in charge of Aspenwood‘s investment strategy, he is a seasoned investment banker with over 25 years of experience in Asia financial markets. Before joining Aspenwood, Mr. Cheung has held senior positions in various global renowned financial institutions. He has worked as the Alternate Chief Executive of Natwest Markets (formerly known as The Royal Bank of Scotland) Hong Kong Branch, and Managing Director/Head of FICC sales at UBS Investment Bank Hong Kong focusing on fixed income markets.

Anthony Poon

Managing Director

 

 

Mr. Poon is Aspenwood’s Family Office partner, and a veteran with strong background in Corporate Services, Corporate Finance, and global Tax & Corporate Advisory Services. 

Mr. Poon is also a Chief Executive Officer at ALE Group Holdings. 

Frankie Ma

Managing Director

 

 

Mr. Ma is responsible for Aspenwood’s client relationship management.

Mr. Ma has solid experience and track records in relationship management from major banks such as HSBC and SCB. 

Mei Jingfu, King, CFP️️️®️

Head of China Market

 

Mr. Mei takes charge of Aspenwood’s China market and clients. Mr. Mei is an experienced China banker with ample experience in domestic asset management and successful UHNW client cases.

Mr. Mei brings to Aspenwood and its clients a strong network of qualified professional investors and institution contact relationship from the region.