Our Team
Vicky Lee
Investment Management & Advisory
Executive Director
Executive Director
Vicky brings over 20 years of experience in banking services and wealth management. She previously worked at Bank of China (Hong Kong) and Bank of Communications (Hong Kong), where she specialized in client relationship management and wealth planning. With deep expertise in asset growth, insurance solutions, retirement protection and wealth management planning, Vicky is dedicated to delivering professional and tailored financial solutions that align with client's needs and goals.
Vicky holds a Bachelor of Business Administration from the University of Management and Technology in USA, as well as Certified Financial Management Planner (CFMP) from the Hong Kong Institute of Bankers.