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Our Team

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

Core Management Team

Janice Chan

Group Management
Co-Founder & CEO

Sunny Yeung

Group Management
Co-Founder

Karen Lam

Group Management
Managing Partner

Adam Wong

Group Management
Managing Partner

Ho Wa Leung

Investment Management & Services
Head

Advisory Board

Wallace Woo

Investment Management
Senior Advisor

Stella Leung

Business Consulting
Senior Advisor

Jessie Shen

PWA Trust
Senior Advisor

Cordelia Chung

Operations & Compliance
Senior Advisor

Mark Chan

Private Wealth Advisor
Senior Advisor

Investment Management & Advisory Team

Anson So

Investment Management & Advisory
Executive Director

Miu Man

Investment Management & Advisory
Executive Director

Dicky Tang

Investment Management & Advisory
Executive Director

Grace To

Investment Management & Advisory
Executive Director

King Wong

Investment Management & Advisory
Executive Director

Lamb Yang

Investment Management & Advisory
Executive Director

Wendy Choi

Investment Management & Advisory
Executive Director

Ryan Wong

Investment Management & Advisory
Executive Director

Clara Tse

Investment Management & Advisory
Executive Director

Danny Chow

Investment Management & Advisory
Executive Director

Cecily Dong

Investment Management & Advisory
Executive Director

Jerry Chan

Investment Management & Advisory
Executive Director

Aska So

Investment Management & Advisory
Executive Director

Vicky Lee

Investment Management & Advisory
Executive Director

Eric Chan

Investment Management & Advisory
Executive Director

Kenny Chan

Investment Management & Advisory
Executive Director

Ring Fung

Chief Investment Advisor

John Lee

Investment Management & Advisory Associate
Account Manager

Benny Lee

Business Support

Ivan Kwong

Business Support

Suki Cheung

Business Support