Board of Directors

Mr. Richard K.C. Mak, CFA
Mr. Richard Mak, CFA, is the Head of Product & Business Management – Asia of Pictet Wealth Management since January 2020. He is responsible for the product development and business risk management of the Asia Investment Platform. He joined Pictet in 2011 to lead the Asia Advisory Team to provide investment advices to high net-worth investors in Asia. Prior to joining Pictet, he was the Head of Advisory-Asia at BNP Paribas Wealth Management.

Richard has over 30 years of experience in financial industry with 17 years in equity investments and has been advising private clients on global investments since 2003.

Richard holds the Chartered Financial Analyst designation and is a member of the CFA Institute since 1993. He is the current President of CFA Hong Kong Society and served as the President Council Representative of Asia Pacific Region of CFA Institute from 2004 to 2008. He is also the Chairman of Men’s Section of Hong Kong Hockey Association.

He graduated from The University of Hong Kong with the Bachelor of Social Sciences.
Mr. Vincent Ng, CFA
Vice President
Mr. Vincent Ng, CFA, joined Atlantic-Pacific Capital in 2007 and is the Partner responsible for the Asia-Pacific region, which includes deal origination and product distribution across markets such as Hong Kong, China, Japan, Korea, India, Southeast Asia, Australia, and New Zealand. Atlantic-Pacific Capital is one of the largest independently owned global placement agent and advisory firm dedicated to raising capital for alternative investments. Vince has worked on more than 50 global fundraisings that have included strategies such as private equity growth and buyouts, infrastructure, energy, and real estate. Vince is a regular speaker at major private equity and industry conferences across the region.

Prior to joining Atlantic-Pacific, Vince started and managed the Fund Placement Advisory Group at Deloitte & Touche Corporate Finance in Hong Kong where he was responsible for deal sourcing, distribution and project management for the Asia-Pacific region. Vince has also worked in the London offices of Deloitte and Arthur Andersen where he provided financial advisory services such as audit and assurance, financial due diligence, M&A structuring, and company valuations.

Vince earned a Bachelor of Science (Hons) in Economics from Queen Mary, University of London and a Master of Science in Accounting and Finance from the London School of Economics. Vince is also a Fellow Chartered Accountant (FCA) in the United Kingdom, a Certified Public Accountant (CPA) in Hong Kong, and a CFA charterholder.
Mr. Charles Chui, CFA
Mr. Charles Chui, CFA, is a seasoned investment professional with 19 years of experience in the private banking and wealth management business; major strengths in equity and fixed income analysis with qualifications as both a CFA and a CPA Australia charterholder. He has exposure to major international European investment bank and Swiss private banking business, with major functions in overseeing the North Asian (including Japan) economics and capital market asset allocation decision. Charles is also equipped with long term track record in investment advisory services, with the goal of enhancing investment returns of high net worth individuals and corporations while at the same time optimizing their overall portfolio’s risk and return profile.
Mr. Alvin M. Ho, CFA
Director and Society Secretary
Mr. Alvin Ho, CFA, is an experienced investment principal with demonstrated track records in private equity. He is skilled in PE-styled investing, deal structuring, due diligence, corporate finance, IPO, and business reengineering. Acting as a managing director of a private investment vehicle, he looks to invest in several high growth sectors. Besides serving as a board member for several listed companies, he is also a member of the investment committee for AngelHub, HK’s first SFC regulated investment platform. Alvin has authored two books in Chinese on the economics of sports, the latest being《超級巨星經濟學》 (or Superstar Economics). Alvin was previously the legal representative or executive representative for the local currency funds incorporated in Beijing and Chengdu, and the Head of China for the private equity growth fund managed by the CLSA Capital Partners. The latter’s portfolios include companies that have grown into blue-chip status in various jurisdictions in Asia.

Alvin holds various post-graduate degrees from Tsinghua University and London Business School. He is currently an advisor to the program of the Department of Economics and Finance of the Hang Seng University of Hong Kong.
Ms. Ashley P.W. Khoo, CFA
Ms. Ashley Khoo, CFA, is an asset management and investment banking professional with comprehensive buy-side and sell-side experience, inclusive of portfolio management, fundamental/quantitative/pre-deal research covering Asian and China markets, multi-asset class investment, and Big 4 financial advisory with financial institutions.

Khoo is a board member of The Hong Kong Society of Financial Analysts, spearheaded launch of Asset Owner Series in Hong Kong—the first city outside of New York. She is currently the Chairperson of Continuing Education Committee’s full day workshop, Co-Chair of ESG Special Interest Group, Industry Relations Committee and Women in Investment Management Special Interest Group. Khoo is CFA Institute’s Presidents Council Governance Committee Member, Honorary Advisor and Investigation Committee Member of Financial Reporting Council, and Expert Advisor, Council Member and Vice Chair of Investment Committee of Institute of Financial Technologists of Asia.

Khoo holds a Master of Economics degree from The University of Hong Kong and a Bachelor of Science degree from Indiana University Bloomington, with a double major in Accounting and Computer Information System. She is a CFA and CPA charterholder.
Mr. William H.P. Leung, CFA
Mr. William Leung, CFA, is a Partner and member of the Investment Committee at Overlook Investments.

William joined Baring Asset Management in 2003 as an Investment Analyst and joined HSBC Asset Management in a similar role in 2004. In 2005, he joined Acru Asset Management to work with a former colleague from Baring. At Acru Asset Management, he had responsibility for co-managing the Acru China Absolute Return Fund, a value driven, Greater China hedge fund. In 2015, he established Fundatech Capital, his own boutique investment fund which invested, long/short, in Asia. William is a Chartered Financial Analyst charter holder. William joined Overlook Investments in 2017, re-uniting with a former colleague from Baring once again.

He graduated with a Bachelor of Commerce, with Honours, in Finance from the University of British Columbia in 2001 and followed that by gaining a Master of Science in Financial Engineering at Columbia University in 2002. William is a Chartered Financial Analyst charter holder.
Mr. Claudius Tsang, CFA
Mr. Claudius Tsang, CFA, is a Partner and Co-Head of Private Equity, North Asia of Templeton Asset Management Ltd., a subsidiary of Franklin Resources, Inc. (NYSE: BEN). He is responsible for analyzing and evaluating strategic equity investments in North Asia. Prior to rejoining Franklin Templeton in 2008, Claudius managed private equity and PIPE (Private Investment in Public Equity) deals in Hong Kong, China, Taiwan and the United States for Lehman Brothers. Previously, he also worked for Korea Development Bank, the China Chem Group and Jardine Fleming.

Claudius is a CFA charterholder and served as Disciplinary Review Committee member of CFA Institute from 2006 to 2009. He is currently a Director and the Secretary of the Board of The Hong Kong Society of Financial Analysts and a committee member of Chinese Financial Association of Hong Kong as well as the Tsinghua Alumni Association of Hong Kong.

Claudius holds an M.B.A. with honours, from the University of Chicago Booth School of Business. In addition, he earned a bachelor of law from Tsinghua University and a bachelor of engineering from The Chinese University of Hong Kong.
Mr. Adam T.Y. Wong, CFA
Mr. Adam Wong, CFA, is currently an Executive Director in one of the global banks. Before that, He was Ultra High Networth Banker covering HK & South China and co-chair of Asia Advisory Council of JP Morgan. Adam is one of the co-founders of running team as well as Mentorship Programme CFA Society Hong Kong. He also co-chairs Member Services Committee - Networking Events Sub-group. Adam is a CFA Charterholder and an FRM. Adam graduated from University of Hong Kong majoring in Economics and Finance with First class honour.
Ms. Felicia C.W. Wong, CFA
Ms. Felicia Wong, CFA, is currently a Senior Manager in the Internal Audit Division at a leading US investment bank, with primary coverage in Institutional Securities Sales & Trading business. She has over ten years of experience in the financial industry including prior work experience at Goldman Sachs (Asia) LLC providing audit coverage in Institutional Securities and Risk Management during 2012-2015. Prior to that, she was with Bank of Montreal in Toronto as an Audit Manager and Quantitative Specialist, and later transitioned to Capital Market Treasury providing risk oversight on liquidity and funding before moving to Hong Kong in 2012. Felicia is a CFA charterholder and an FRM. Felicia holds a Master of Mathematical Finance from the University of Toronto and a Bachelor of Applied Science from the University of Waterloo.
Function Responsibilities Name of Committee / Interest Group (Chairs)
AdvocacyMr. Claudius Tsang, CFA
Asset Owner SeriesMr. Richard K.C. Mak, CFA
Best Research Report CompetitionMr. William H.P. Leung, CFA
Career DevelopmentMr. Vincent Ng, CFA
Ms. Felicia C.W. Wong, CFA
Continuing EducationMr. Richard K.C. Mak, CFA
Ms. Ashley P.W. Khoo, CFA
Ms. Felicia C.W. Wong, CFA
EducationMs. Felicia C.W. Wong, CFA
ESG Interest GroupMr. Claudius Tsang, CFA
FinTech Interest GroupMr. Vincent Ng, CFA
GIPSMr. Richard K.C. Mak, CFA
Industry RelationsMr. Alvin M. Ho, CFA
Ms. Ashley P.W. Khoo, CFA
InvestmentMr. Richard K.C. Mak, CFA
Mr. Charles Chui, CFA
Member ServicesMr. Vincent Ng, CFA
Mr. Adam T.Y. Wong, CFA
Ms. Felicia C.W. Wong, CFA
MembershipMr. Richard K.C. Mak, CFA
Research ChallengeMr. Alvin M. Ho, CFA
ScholarshipsMs. Felicia C.W. Wong, CFA
SponsorshipMr. Vincent Ng, CFA
Mr. Alvin M. Ho, CFA
University OutreachMr. Alvin M. Ho, CFA
University RelationsMr. Alvin M. Ho, CFA
Value Investing Interest GroupMr. William H.P. Leung, CFA
Volunteer ManagementMr. Vincent Ng, CFA
Women in Investment Management Interest GroupMr. Claudius Tsang, CFA