Our Experts
The Aspenwood team consists of investment and asset management experts and experienced veterans who have proven track records of providing professional investment services to regional and global clients within multinational financial institutions.
Leadership
Jimmy Chan
Founder & CEO
Mr. Chan founded Aspenwood in 2016, leading the company to become a key player in external asset management and family office service with continued profitable growth every year. Also, Aspenwood has helped high net worth clients weather through different global financial crisis and accumulate wealth.
With investment banking and corporate & institutional banking experience from Royal Bank of Scotland, Barclays Bank, and Standard Chartered Bank. Mr. Chan specializes in asset management, investment strategies, and risk management of various asset classes. Additionally, he is dedicated to charitable causes and social responsibility work.
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Kelvin Lee | CFA FRM
Founder & DCEO
Mr. Kelvin Lee is one of the co-founders of Aspenwood, overseeing investment and risk management spanning across foreign exchange, bonds, global equities, precious metals, futures and derivatives. Prior to founding Aspenwood, he held senior positions at a major asset management firm in Hong Kong and Bank, where he was responsible for managing investment and hedging strategies for corporate and ultra-high-net-worth clients.
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Mr. Lee holds a Bachelor of Business Administration (First Class Honours) from the Chinese University of Hong Kong. He is also a Chartered Financial Analyst and Financial Risk Manager.
Jimmy Cheung
Chief Investment Officer, CIO
Mr. Cheung is a seasoned investment banker with over 25 years of experience in Asia’s financial markets, brings his expertise to Aspenwood’s investment strategy.
He specializes in fixed income markets and has held various senior positions at renowned global financial institutions, including as the Alternate Chief Executive of Natwest Markets (formerly The Royal Bank of Scotland) Hong Kong Branch and as Managing Director/Head of Fixed Income, Currencies, and Commodities sales at UBS Investment Bank Hong Kong.
Vincent Cheng
Compliance Director
Mr. Vincent Cheng is a veteran Compliance and Anti-Money Laundering (AML) expert with nearly 30 years in banking and financial services. He has held senior leadership roles at major banks including Hang Seng, Citibank, China Construction Bank, Julius Baer, and Standard Chartered, leading AML frameworks and regulatory compliance.
With legal and professional qualifications, he specializes in banking law, corporate governance, and financial crime risk management. An experienced educator and trainer, he now serves as President of the International Financial Compliance Association and advises government bodies on AML/CFT policy and regulatory development.
Investment Experts
Eric Wong
Investment Management,
Rates and FX
Mr. Wong is responsible for investment management and client relationship management at Aspenwood.
With extensive experience in investment banking and wealth management at UBS, Royal Bank of Scotland, Deutsche Bank and Standard Chartered Bank, he specializes in foreign exchange markets, investment strategies, and risk management across multiple asset classes.
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Ryan Zhao
Investment Management,
Global Equities
Focus on investing in global value-growth companies, leaders in niche sectors, or challengers within niche industries.Key industries include global AI (including autonomous driving), AI infrastructure (covering computing power leasing, optical chips, optical modules, connectivity chips, switches, chip foundry and manufacturing, liquid cooling), nuclear energy, memory storage, etc.
Wilfred Shao
Investment Management,
Rates and FX
Mr. Shao is an experienced Portfolio Manager specializing in FX and Rates markets. He co-manages investment strategies for institutional funds and client portfolios, focusing on FX carry and relative-value opportunities through the use of FX derivatives. His responsibilities also encompass the oversight of trade execution and Aspenwood Risk Management System (ARMS).
Chris Cheung
Investment Management, Structured Products
Mr. Cheung is responsible for the client relationship management and investment advisory at Aspenwood. He previously worked as financial institutions coverage banker at Crédit Agricole and cross-asset structured product sales at Société Générale. He has extensive experience in managing retail and private banking clients' investment portfolio.
Jeffery Zeng
Investment Management,
Global Equities Strategist
Mr. Zeng serves as equity strategist for Aspenwood, bringing over 15 years of experience across global banks and investment funds. He specializes in equity markets with a global industry focus, covering sectors such as AI, financials, clean energy, and pharmaceuticals across US, China, Japan, and Europe.
Previously, he held senior equity research positions at Jefferies, Morgan Stanley, Bank of America. He also worked in Man Group as an Investment analyst, overseeing long/short equity strategies
Jerry Ng
Managing Director,
Corporate Client Solution
Mr. Ng is the Managing Director at Aspenwood, responsible for corporate client relationship and capital markets with over 17 years of banking experience dealing with corporate clients. He previously worked at major banks including HSBC, Citibank N.A., and Dah Sing Bank.
In March 2021, he was admitted as a professional member of The Hong Kong Institute of Bankers, demonstrating his commitment to the highest professional standards.
Joseph Tam
Senior Partner
With nearly three decades of experience in private and corporate banking, he had held senior roles in HSBC, Credit Suisse and Standard Chartered. Mr. Tam brings a strong foundation in client advisory and relationship management across Greater China. In his role as Senior Partner, he works closely with Aspenwood’s leadership team to oversee the firm’s private wealth management and client advisory strategy, guiding the expansion of our platform and partnerships across the region. He also plays a key role in advising families and entrepreneurs on asset allocation, succession planning, and cross-border wealth structuring, drawing on his deep understanding of the evolving financial landscape in Asia.
Kevin Lee
Managing Director
Mr. Lee is a seasoned professional in private banking, wealth management, and global markets with over 17 years of experience. Additionally, he has extensive experience in assisting clients in setting up family trusts, providing comprehensive solutions for wealth preservation and succession planning.
Prior to joining Aspenwood, he held senior positions such as senior banker and team leader at Standard Chartered Private Bank, Head of client relationship management at China Industrial Bank, Team head at Wing Lung Bank, and Treasury Specialist at HSBC Global Market.
Alex Chang
Managing Partner,
Korea Markets
Mr. Chang has over 25 years of experience in the financial industry, especially wealth management, advising high-net-worth and ultra-high-net-worth clients on investment strategies across equities, fixed income, funds, and structured products, etc. He has held senior roles at leading private banks like EFG Bank, Nomura, Crédit Agricole Indosuez and RBC in Hong Kong, managing significant assets and client portfolios with a successful track record. His background includes positions at KB Gold & Wise (KB Financial Group) and Citibank in Korea earlier in his career. His expertise offers a broad spectrum of tailored solutions for investing, financing, and wealth planning to achieve client goals.
He also currently serves as a vice chairman of the Korean Residents Association in Hong Kong, supporting the Korean community and a council member of The Korean Chamber of Commerce in Hong Kong as well
Alvis Fong | CFC CPB
Director, Family Governance and Legacy Planning
Mr. Fong oversees client relationship management and asset strategies at Aspenwood, bringing over 20 years of experience in global wealth and offshore asset management. He has an extensive track record in advising high‑net‑worth individuals and families, with particular expertise in cross‑border wealth structuring, offshore financing solutions, and multi‑jurisdictional asset allocation.
Before joining Aspenwood, Mr. Fong served as Senior Vice President at both Hang Seng Bank and Bank of China (Hong Kong), where he built deep institutional networks and led numerous landmark financing and wealth management mandates.
Leveraging his strong relationships across private banks, family offices, and insurance partners, Mr. Fong provides clients with privileged access to bespoke investment opportunities, family governance resources, and comprehensive wealth‑protection solutions.