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Our Team

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Our seasoned advisory team brings extensive expertise in asset management, private banking, financial planning, and capital markets — dedicated to helping you realize your goals.

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Core Management Team

JaniceChan body

Janice Chan

Group Management
Co-Founder & CEO

SunnyYeung body

Sunny Yeung

Group Management
Co-Founder

KarenLam body

Karen Lam

Group Management
Managing Partner

AdamWong body

Adam Wong

Group Management
Managing Partner

HoWaLeung body

Ho Wa Leung

Investment Management & Services
Head

Advisory Board

WallaceWoo body

Wallace Woo

Investment Management
Senior Advisor

StellaLai body

Stella Leung

Business Consulting
Senior Advisor

JessieShen body

Jessie Shen

PWA Trust
Senior Advisor

CordeliaChung body

Cordelia Chung

Operations & Compliance
Senior Advisor

MarkChan body

Mark Chan

Private Wealth Advisor
Senior Advisor

Investment Management & Advisory Team

AnsonSo body

Anson So

Investment Management & Advisory
Executive Director

MiuMan body

Miu Man

Investment Management & Advisory
Executive Director

DickyTang body

Dicky Tang

Investment Management & Advisory
Executive Director

GraceTo body

Grace To

Investment Management & Advisory
Executive Director

KingWong body

King Wong

Investment Management & Advisory
Executive Director

LambYang body

Lamb Yang

Investment Management & Advisory
Executive Director

WendyChoi body

Wendy Choi

Investment Management & Advisory
Executive Director

RyanWong body

Ryan Wong

Investment Management & Advisory
Executive Director

ClaraTse body

Clara Tse

Investment Management & Advisory
Executive Director

DannyChow body

Danny Chow

Investment Management & Advisory
Executive Director

CecilyDong body

Cecily Dong

Investment Management & Advisory
Executive Director

JerryChan body

Jerry Chan

Investment Management & Advisory
Executive Director

AskaSo body

Aska So

Investment Management & Advisory
Executive Director

VickyLee body

Vicky Lee

Investment Management & Advisory
Executive Director

EricChan body

Eric Chan

Investment Management & Advisory
Executive Director

KennyChan body

Kenny Chan

Investment Management & Advisory
Executive Director

RingFung body

Ring Fung

Chief Investment Advisor

JohnLee body

John Lee

Investment Management & Advisory Associate
Account Manager

BennyLee body

Benny Lee

Business Support

IvanKwong body

Ivan Kwong

Business Support

SukiCheung body

Suki Cheung

Business Support