Our Team
Over 30 years of expertise stands as the foundation of the family's wealth strategy
Management Committee
The management committee is central to the family's wealth strategy. With a profound grasp of our clients' structure and goals, we operate as a fiduciary entity, ensuring that every decision aligns with the family's long-term aspirations.
The team focuses on not only the preservation but the growth and diversification of wealth, tailored to the evolving needs and a changing financial landscape.
Franck Chen
President, Chief Operating Officer
Franck Chen, a veteran private banking professional with strong expertise in multi family offices / external asset managers business. His strength is his ability to build new business from scratch and his visionary strategy in developing the business.
Franck brings over 3 decades of industry experience to the role. In the past 4 years, he was Asia Head of Multi-Family Offices and Intermediaries at JP Morgan. Based in Singapore, he was responsible for leading the business development strategy for the Multi-Family Offices and Intermediaries team in Asia.
Before joining JP Morgan, Franck was head of External Asset Managers for North Asia at Credit Suisse, where he built the bank into the leading service provider for multi-family offices and external asset managers. He has particularly strong relationships with multi-family offices that deal with APAC based clients. Prior to Credit Suisse, Franck held senior roles with CITIC Bank, Barclays Wealth Intermediary, BNP Paribas, Credit Lyonnais and Societé Generale in Asia.
Franck is fluent in Cantonese, Mandarin, English and French and graduated from the University of Paris Dauphine in France with a Ph.D. in Management.
Albert Liu Chung Hsing
Chief Executive Officer
Angeline Chong
Compliance & Onboarding Officer
Alphatrader
Chief Investment Officer
Henry Chen
CEO - Sino Suisse Capital Securities Investment Consulting Ltd (Taiwan)
Board of Advisors
Our Board of Advisors comprises distinguished industry veterans and academic leaders who provide strategic guidance and insights to strengthen our capabilities.
David Toh Ka Hock
Board Advisor / Tax & Financial Planning
John Lee
Board Advisor / Marketing
Meijie Cai
Lingjun Investment
Sam Lam
Co-founder and Managing Partner of MESH
Simon Yang
Founder of the Witology