Our Team

Wallace brings along 30 years of experience in the investment industry; he was the Chief Investment Officer of a flagship single-family office in Hong Kong. Wallace served as the Managing Director at BNP Paribas Wealth Management, where he was responsible for tailored-made investment solutions and asset allocation advisory for family offices and UHNW individuals. Wallace has also held similar positions in various financial institutions including JP Morgan, Credit Suisse and HSBC Private Bank.

Prior to his advisory role, he was the Head of Institutional Sales at State Street Global Markets, covering Sovereign Wealth Funds and Institutional Investors in Asia Ex-Japan on currency management and asset allocation. Earlier in his career, Wallace was the Head of Treasury Marketing with Societe Generale Hong Kong.

Wallace was a Director of the broad for Hong Kong Society of Financial Analysts from 2004 to 2013. He holds a Master Degree of Science (Finance) from City University of Hong Kong and a Master Degree of Buddhist Studies from University of Hong Kong; and is a CFA charter holder.