Our Team
Principal Consultants
Dr. Keith SUEN
DBA, MBA (Mgmt. & Fin.), M (Appl. Bus. Res.), BSBA (Mktg., Fin. & Banking)
Dr. Keith SUEN possesses professional experience in Financial Planning and Wealth Management, Business Development, Marketing and Human Resources Management, and Learning & Development from both the United States of America and Hong Kong markets.
Dr. Suen started his financial career from San Francisco, California. Afterward, returned back to Hong Kong, and joined a professional institute for Banking Industry in Hong Kong as a senior learning and development manager, mainly responsible in leading different training and development projects, i.e. Qualification Framework (QF), Enhanced Competence Framework (ECF), Specification of Competency Standard (SCS) Based, Professional Qualifications development e.g. CFMP, CB and Regulators’ Dialogues and Directors’ Thematic Seminars, etc. In addition, Dr. Suen also worked at a listed International Securities Company, in-charged the team of training, responsible for the Training Strategy, Professional and Talent Development for the Group (including overseas offices). He works in different financial institutions and departments (front, middle and back offices) and possesses extensive work and training experience in the professional competence requirements and training development for financial practitioners in Hong Kong.
Dr. Suen holds a Doctor of Business Administration (DBA) degree, a Master of Applied Business Research, a Master of Business Administration (MBA) with dual majors in Finance and Management, and a Bachelor of Science in Business Administration (BSBA) with triple majors in Marketing, Banking, and Finance from universities in Europe and the United States.
Dr. Raymond LEE
Dr. Lee has over 20 years’ experience in financial industry specialized in investment, analyzing and wealth management planning. He is a senior Consultant of The Hong Kong Institute of Bankers and a lecturer at local universities in Hong Kong for 10 years. He conducted training courses and seminars for various banks and financial institutions in the areas of accounting, law, economics, financial planning, investment management, corporate finance, foreign exchange, fund management and banking system, etc.
Dr. Lee holds the qualification of PhD (Finance), MPhil (Economics and Finance), MPhil (Accounting and Law), BBA (Hons.) in Finance, FChFP, CFAI, CFSI, FCAMA, MHKSI
Dr. Lee has also worked and participated the following positions:
- Investment Bank Analyst, Credit Suisse First Boston – managed and traded over USD 100 million assets
- Project Analyst, Asia-Pacific Economic Cooperation (APEC) recruited by HKSAR
- Lecturer and Analyst for different Universities (i.e. The Chinese University of Hong Kong, City University of Hong Kong, Hong Kong Baptist University, and The Open University of Hong Kong)
- Honorary Advisor, The Chinese University of Hong Kong
- Executive Director, Hong Kong Financial Services Professionals Association Limited (HKFsPA香港金融業協會)
- Subject Specialist, Hong Kong Council for Accreditation of Academic and Vocational Qualifications (HKCAAVQ)
- Academic Accreditation Committee, International Association of Registered Financial Consultants (IARFC)
- 擔任中國人民銀行(PBoC)研究院之金融學客席教授
Mr. KAM Yan Sang
Mr. Kam is working as Principal Consultant in CTRisk Solution. Mr Kam has worked as Executive Director of a well-known Chinese bank. He has been working in private wealth management field in various banks including Standard Chartered Bank, ING Asia Private Bank, Credit Agricole (Swiss), Bank of China International, and ICBC Asia. Before that, he was working in capital market and treasury for 12 years for banks including Mitsubishi Trust & Banking, Societe Generale Asia, DKB Asia Ltd .
Mr. Kam has the professional qualification of MSc in Financial Management by University of London and BA (Hons) by University of Hong Kong. He is also a Financial Risk Manager (FRM), Certified Management Accountant (CMA), Certified Private Wealth Professional (CPWP), and Certified Anti-Money Laundering Specialist(CAMS®).
Mr. Jaffy NG
Mr. Ng possesses over 35 years of all rounded and hands on experiences relating to credit risk control and management role, he began his career by spending in corporate banking of leading European banks, say in chronological order: Barclays, Bank Austria, and KBC, as analyst and credit administration manager on working capital finance, project finance, syndicated lending etc, in early stage.
Later after 1996, he started his private banking journey at UBS as credit controller and evolved into credit origination/structuring role on portfolio lending and special credit structure like yacht financing and mortgage-backed deals to enhance private banking business. Then, he started a new experience in private banking platform and overlook credit solution on Lombard loans, UL policy financing etc, AML control, KYC and onboarding approval with a China-based bank.
Mr. Eddie TANG
Eddie brings extensive corporate training experiences from a variety of industries, including banking, financial services, public utilities, data centers, and airlines, making him a seasoned professional in the field of learning and talent development. Prior to his current pursuit as a freelance consultant, he served as the Head of Learning and Development in different prominent organizations.
He possesses extensive hands-on experience in designing and delivering management training, with a particular focus on change leadership, innovation, positive psychology and proactive work habits. This expertise stems from his active involvement in transformation projects across multiple organizations he has served in the past.
He is certified in the use of some Psychometric Tools, such as Hogan Assessment, OPQ32, Cut-e Assessment, TTI's EQ Analyst, MBTI, DISC, etc. He has utilized these tools to coach management trainees and HIPOs.
Furthermore, he holds a Bachelor's degree from the University of Hong Kong, as well as a Master's degree and a Postgraduate Diploma.
Senior Advisors
Mr. Jeffrey HSIEH
Mr. Hsieh possesses years of professional experience in the financial services industry, including Banking, Insurance and Asset Management, working in various global financial institutions in Hong Kong, specialist in the Financial Planning and Wealth Management, Company Financing, Life and General Insurance, Asset and Fund Management, with a focus on the area of Customer Relationship Management, Compliance Procedure and Regulatory Requirments, as well as Managing and Training of the Frontline Staffs.
Jeffrey was graduated with Bachelor of Economics in International Economy and Trade, and has won a number of honors and awards from the industry, including HKIB Outstanding Financial Management Planner Awards, and MDRTs (Court of the Table)…etc
Mr. Johnny CHAN
Mr. Chan is an expert in Investment and Financing, and Asset and Wealth management for High-net-worth individuals. He holds the qualifications of Chartered Financial Analyst (CFA) and Financial Risk Manager (FRM). Johnny graduated from the Chinese University of Hong Kong with a bachelor's degree in Economics and a Master’s degree in Business Administration from the Shanghai University of Finance and Economics.
Johnny provides advisory service regarding merge and acquisition, investment and financing to listed companies in Hong Kong (such as issuing Bonds, green financing instruments and other financing instruments), and also provides pre-IPO advisory and related capital market services to companies planning to go IPO in Hong Kong. He also provides asset and wealth management services to high-net-worth clients and their corporate (with AUM over hundreds of millions of dollars). In the past, he provides training consultation services to over 100 start-ups from the greater China area. He also gives training consultancy for the Global, Chinese and Local Financial institutions on different topics of the financial market.
Mr. Alexius KWOK
Mr. Kwok possesses over 20 years of professional experience in Relationship Management and Learning & Development in Financial Services Sectors of Hong Kong. The experience includes Client Relationship Management, Training and Talent Development for in Retail, SME, Commercial/ Corporate banking for the associates at all levels and stages of experience, focusing mainly on topics of consultative selling, coaching, presentation, credit risks and analysis, AML, regulatory compliance, clients' on-boarding due diligence, trade finance, and wealth management.
Alexius has also managed and led various HR initiatives and HQ ad hoc projects, ranging from annual performance appraisal, employee engagement and organization development through to operating systems integration and internal audit, as well as learning needs analysis, vendor management and stakeholders' engagement at all levels.
Mr. Peter LIU
Mr. Liu possess over 30 years of professional insurance and wealth management experience in Financial industry. In additional to his professional experience in finance, Mr. Liu holds sufficient experience in professional training, and provides training consultancy for Multinational Financial institutions, Government, and Universities.
Mr. Liu has professional qualification of Master of Business Administration and Bachelor of Art degrees, and also Certified Instructor of Hypnotherapist and Certified Hypnotherapist, Master NLP Practitioner, Life Underwriter Training Council Fellowship, and Fellowship of Chartered Financial Practitioner.
