Vision & Mission
Vision
To empower aspiring business professionals and entrepreneurs in Hong Kong with the wisdom, skills, and networks needed to thrive in a competitive, international business hub.
Mission
Deliver structured, ethical, and results-driven mentorship that accelerates Student/Mentee development in knowledge, practical skills, confidence, resilience, and real-world business readiness while respecting Hong Kong’s unique blend of Eastern and Western business cultures.
Why Now?
The Hong Kong Financial Gap
In an era of rapid digital transformation and shifting global markets, Hong Kong's young professionals face an unprecedented skills gap. Traditional education lacks the practical, high-level navigation required to reach the upper echelons of modern finance. FinEx Club addresses this through an authoritative mentorship framework that blends local excellence with global strategic insight and segment specific guildance, ensuring our mentees don't just participate in the industry—they lead it.
The FinEx Club
CLEAR
Career Development Model
A closed-loop framework for building and managing your career aspiration. Career aspiration is not a one-time career choice. It is a continuously evolving personal growth system that requires ongoing calibration, execution, and renewal. Use self-awareness to define direction, external insight to identify opportunities, strategic action to build optionality, and continuous reflection to keep your career aspiration evolving.
C
C — Clarify Self
Values, strengths, energy drivers, personal narrative.
Define your inner direction through self-awareness.
L
L — Learn the Market
Macro trend insights, future opportunity hypotheses.
Understand external opportunities through trend insight.
E
E — Evaluate Opportunities
Target industries, target companies, target roles.
Identify the best fit through industry, company, and role analysis.
A
A — Act Strategically
Capability building, personal branding, résumé positioning, interview preparation.
Turn your aspiration into reality through deliberate action.
R
R — Reflect & Renew
Quarterly reviews, annual recalibration, career dashboard.
Continuously evolve your career aspiration through structured reflection.
Scope of Mentoring Services
The program covers six specialized service areas designed to provide holistic professional development and strategic career acceleration.
1. Strategic Career Guidance
Reviewing career goals, mapping professional trajectories, and identifying high-impact opportunities within the Hong Kong and global financial sectors.
2. Industry Insight Sharing
Direct access to insider perspectives on market trends, regulatory shifts, and institutional dynamics that are often not available in textbooks.
5. Personal Branding
Elevating personal image and professional reputation to align with high-end financial standards and global leadership expectations.
3. Skill Development
Targeted coaching on elite professional skills, from complex financial modelling to the 'quiet luxury' of executive communication and negotiation.
4. Network Expansion
Facilitated introductions to FinEx Club’s elite networking circles, connecting mentees with influential figures and potential strategic partners.
6. Problem Solving
Working through specific business case studies or workplace challenges using the CLEAR model to find innovative, sustainable solutions.
multi-sector finance | Group Treasury, investment & Banking
​
current/former:
FinEx club, aia, sun life, hsbc, standard chartered, Hk jockey club, hk Monetary authority
Morris Hui
Group Treasurer / Executive Director (former)
Morris is an experienced finance executive with over 20 years of premier leadership experience across corporate treasury, central banking, insurance asset management, and transaction banking. Most recently serving as Group Treasurer for the Hong Kong Jockey Club, he directed a team of over 40 professionals and managed complex cross-border financing, digital innovation, and multi-billion-dollar liquidity portfolios. His elite background includes serving as Executive Director at Standard Chartered Bank, Associate Director of Group Treasury at AIA Group, Investment Director at Sun Life Financial, and Technical Officer for Reserves Management at the Hong Kong Monetary Authority (HKMA), where he assisted in managing the HKSAR Exchange Fund. He holds a BBA (Acct & Fin) from HKU and possesses an extraordinary array of professional credentials, including the CFA, FCCA, CTP, and Lean Six Sigma Black Belt (LSSBB) designations. As a mentor, Morris offers a rare, holistic vantage point across commercial banking, insurance, and investment management that provides immense clarity for mentees looking to break into the financial sector but feeling puzzled about which path fits them best.
Management Consulting (TMT) | Corporate Transformation & Strategy
​
current/former:
EY, accenture
Vincent Huen
Consulting Partner (former)
Vincent Huen is a distinguished management consulting pioneer with over 30 years of premier executive experience shaping the Technology, Media, and Telecommunications (TMT) landscape across Greater China. As a retired Partner from EY Consulting, he served as the China South Consulting Leader and commanded global advisory relationships for technology giants like Huawei Technologies. Prior to EY, Vincent was a foundational leader for Accenture China, relocating to Beijing in 2000 to architect and scale their onshore mainland consulting practice. He is an alumnus of the University of Hong Kong and has served as a trusted MBA mentor at Tsinghua University Summer Program. As a mentor, Vincent provides an invaluable repository of knowledge on large-scale corporate transformation, operational re-engineering, and strategic change management. Mentees aspiring to high-level consulting or corporate strategy roles can learn how he successfully shifted state-owned administrative entities into agile, customer-oriented enterprises. His deep expertise in program management office (PMO) structures, SLA-driven operating models, and organizational alignment across headquarters and provincial levels makes him an ideal guide for navigating complex corporate ecosystems.
Global Markets (FICC) |
Sales & Green Finance
​
current/former:
leading chinese bank
Â
Timothy Chan
Head of Global Markets Sales
Timothy Chan is an elite Global Markets executive with over two decades of experience delivering sophisticated Fixed Income, Currencies, and Commodities (FICC) solutions across Greater China and the Belt & Road region. As the Head of Global Markets Sales Section at ICBC (Asia), he directs a sizable team executing cross-asset financial risk management and investment strategies for corporate, institutional, and sovereign clients. Timothy is a CFA Charterholder, a Certified Financial Planner (CFP), and a pioneer in green finance, having executed the first carbon trade within the ICBC Group via the HKEX Core Climate platform. He holds a computer science-rooted degree in Bioinformatics from the University of Hong Kong. As a mentor, Timothy bridges the gap between complex quantitative financial engineering and front-line commercial leadership. He can provide deep tactical guidance on navigating RMB cross-border interconnectivity schemes (such as Bond, Repo, and Swap Connect) and structuring bespoke hedging transactions for debt issuances. Mentees can learn from his proven corporate playbook on driving consistent double-digit revenue growth, revamping treasury limit frameworks, and building digital banking FX capabilities.
Insurance Risk Management |
Enterprise Risk & Actuarial
Â
current/former:
za bank, qbe, fwd, sun life
Â
Simon Cheung
Head of Risk Management
Simon Cheung is an elite risk management executive and an approved key person of risk management function for insurance companies, with over 20 years of deep specialization in enterprise risk, actuarial modeling, and regulatory compliance. Currently serving as the Head of Risk at ZA Life, his leadership history includes serving as Head of Risk for QBE Asia, Senior Manager at FWD Life, and ALM Actuary at Sun Life Financial Asia. Simon possesses a rare, exceptionally rigorous combination of professional credentials, holding the FSA, CFA, FRM, and CAIA designations alongside a Master’s degree in Financial Engineering. As a mentor, Simon provides unparalleled expertise in building integrated risk management frameworks across both traditional and digital insurance channels. Mentees can learn how to structure robust Own Risk and Solvency Assessment (ORSA) reports, design corporate-wide Risk and Control Self-Assessments (RCSA), and manage financial market sensitivities. He is uniquely positioned to guide professionals on how to cultivate an organizational risk culture, handle complex regulatory inquiries with the HKIA, and review business initiatives from a strict capital and enterprise risk standpoint.
Audit & Assurance |
Capital Markets & IPO
Â
current/former:Â
deloitte
Simon Tung
Audit Partner
Simon Tung is an experienced capital markets authority and Audit Partner at Deloitte China, with nearly 20 years of premier experience in the global audit and assurance sector. Based in Hong Kong, Simon’s professional practice specializes in guiding multinational corporations, fast-growing private enterprises, and mega-scale listed entities through complex cross-border transactions. He has successfully steered numerous high-profile Hong Kong and US Initial Public Offerings (IPOs), secondary listings, and substantial M&A transactions across the energy, pharmaceutical, gaming, and crypto exchange sectors. As a mentor, Simon offers an insider's view into global capital markets, corporate governance, and rigorous financial health checks. Mentees will benefit from his vast experience handling multi-billion-dollar fund-raising deals, public market regulatory disclosures, and cross-border risk advisory. For financial analysts, corporate controllers, or aspiring partners, Simon provides a masterclass in managing diverse stakeholder expectations, assessing corporate risk, and maintaining technical excellence within the "Big Four" ecosystem.
Private Markets |
investment Solutions (Greater China)
​
current/former:
innovation asset management, hamilton lane, hsbc
Shannon Chow
Managing Director
Â
Shannon Chow is a powerhouse private markets leader with over 25 years of comprehensive experience across capital formation, asset servicing, and alternative investment solutions. As Managing Director and Head of Greater China Client Solutions at Hamilton Lane, she leads fundraising, new market development, and client portfolio construction for sovereign wealth funds, insurance giants, and endowments across Hong Kong, China, and Taiwan. Shannon has a phenomenal track record, personally raising billions in capital across private equity secondary, credit, and infrastructure evergreen funds. She holds a Kellogg-HKUST EMBA and has served as an HKU MBA mentor since 2023. As a mentor, Shannon is an exceptional guide for navigating high-stakes private markets fundraising, institutional relationship management, and alternative portfolio design. Mentees can learn her concrete strategies for winning multi-million dollar SMA mandates, onboarding evergreen fund strategies to private banks, and launching localized RMB PE secondary funds. Her career trajectory—spanning retail fund operations, custody relationship management at Northern Trust, and ultimate C-suite leadership at a global private markets firm—provides an incredibly versatile career blueprint.
Securities Services & Digital Assets | Sales, Client Enablement & Tokenization
​
current/former:
afa, hsbc
Raymond Chung
General Manager
Raymond Chung is a visionary strategic advisor and industry leader dedicated to bridging the gap between traditional finance and next-generation digital innovation. As the General Manager and Technical & Regulatory Co-Chair of the Association of Fund Administrators of Hong Kong and GBA, Raymond famously co-authored the industry's seminal Best Practice White Paper on tokenized and digital asset funds, directly shaping regulatory dialogues with the SFC. His stellar corporate background features a 24-year tenure at HSBC Securities Services and Asset Management, where he served as Head of Sales and Client Enablement for Asia. As a mentor, Raymond is uniquely equipped to train the next generation of fintech and securities services innovators. Mentees will gain an edge in understanding how to translate blockchain, Real World Asset (RWA) tokenization, and API-driven digital banking into concrete operational reality. Having managed multi-million-dollar cross-border custody mandates and built 24/7 global client support infrastructures across international offshore centers, Raymond provides comprehensive coaching on end-to-end sales processes, pricing operations, and emerging digital fund ecosystems.
Banking (Securities Services) | Pricing & Risk Management
​
current/former:
jp morgan
​
Margaret Chan
Executive Director
31+ years as a result-driven finance and risk management leader specializing in securities services pricing, management reporting, budgeting, and strategic initiatives. Extensive experience at JPMorgan (APAC Pricing Manager) and prior senior roles at Morgan Stanley Smith Barney and JP Morgan across New York and Hong Kong.
Dennis Luk
Chief Investment Officer
Dennis Luk is a top-tier institutional asset management executive with over 20 years of sophisticated investment experience across the insurance, banking, and private capital sectors. He currently serves as the Chief Investment Officer at YF Life Insurance International, where he manages multi-billion-dollar general fund assets, formulates strategic and tactical asset allocations (SAA/TAA), and sits as a founding leader who scaled the investment department from the ground up. Dennis's stellar pedigree includes leading alternative asset mandates as Associate Director at Sun Life Hong Kong and Senior Manager at FTLife Insurance, alongside foundational roles in investment banking and sell-side research. He is a CFA and CAIA Charterholder and an honors graduate of The University of Hong Kong. As a mentor, Dennis offers a definitive masterclass in buy-side investment governance, end-to-end deal sourcing, and portfolio yield enhancement. Mentees will benefit from his elite expertise in building world-class alternative investment programs covering private equity, infrastructure, and real estate within heavily regulated insurance frameworks. He is uniquely qualified to guide ambitious finance professionals on how to localize asset management operations during massive corporate transitions, structure high-yield mandates, negotiate large-scale private bonds, and manage direct dialogues with regulatory authorities like the Insurance Authority (IA).
FinTech & Digital Assets |
Virtual Banking & Stablecoin
​
current/former:
pao bank, osl, standard chartered
Hannah Hui
Managing Director
Hannah Hui is a dynamic FinTech executive and entrepreneur with 24 years of experience driving digital innovation and online/offline payment ecosystems. Previously serving as the Chief Executive Officer for Stablecoin Issuance at OSL Group, her career includes key roles such as Deputy CEO of PAObank and Regional Head of Digital Channels at Standard Chartered. She holds an MBA and a BSc in Computer Science, and has received numerous accolades, including the ICT FinTech Silver Award. As a mentor, Hannah is uniquely equipped to guide mentees navigating the frontier of digital assets, Web3, and virtual banking. She offers a rare blend of deep technical engineering roots (as a certified Java and Oracle professional) and institutional business leadership. Mentees can learn directly from her experience building crypto lending platforms from scratch and leading regulatory licensing applications with the HKMA, making her an invaluable guide for those looking to disrupt traditional financial frameworks safely and effectively.
Bancassurance & Insurance | Client Relations & Business Development
​
current/former:
manulife, hsbc, bea
Ivy Li
Deputy Head of Bancassurance (former)
Ivy Li is a veteran client relations and business development executive with over two decades of experience in the insurance and bancassurance sectors. She has held key senior roles at major institutions including Manulife, HSBC Insurance, Jardine Lloyd Thompson, and Bank of East Asia (where she served as Deputy Head of Bancassurance). Ivy holds an MBA, is a Certified Financial Planner (CFP), and possesses multiple professional designations (FLMI, AIRC). As a mentor, Ivy is exceptionally suited to help mentees master the art of corporate account acquisition and high-value client management. Her career highlights—such as achieving a 100% client retention rate via optimized onboarding and growing life insurance businesses by over 400%—provide a golden blueprint for driving commercial success through exceptional relationship management. Frontline professionals can learn from her strategies on cross-selling, building external partnerships, and structuring employee benefit programs while maintaining strict compliance under regulatory standards.
Finance & accounting | Strategic Planning & Operations (Telecom/Insurance/ Gaming)
​
current/former:
axa, sun life, hK jocky club
Calvin Lee
Financial Controller & Head of Finance (former)
Calvin Lee is an accomplished finance executive with over 20 years of leadership experience in strategic financial planning, budgeting, and operations across the telecom, insurance, and gaming industries. He has held key finance leadership positions at major organizations including The Hong Kong Jockey Club, Sun Life Assurance, and AXA Technology Services. Calvin is a Fellow Member of both the ACCA and HKICPA, possessing deep technical strength in IFRS/US GAAP and multi-billion-dollar portfolio governance. As a mentor, Calvin is a premier example of how to act as a highly effective "finance co-pilot" to business and IT leadership. He can deeply guide mentees on how to align rigorous financial stewardship with massive corporate digital transformations, drawing from his experience managing HKD 10+ billion technology investment roadmaps. Mentees can learn how to build board-grade data dashboards and implement advanced planning tools (like Anaplan and Power BI) to shorten budgeting cycles, enhance transparency, and drive cross-border corporate success.
Insurance & Operations |
Life Insurance & Customer Experience
​
current/former:
Automate Wealth Management, CMg wealth management, hk jockey club
Cammy Tong
Senior Regional Director & Head of Life Insurance
Cammy Tong is an accomplished senior operations leader with over 20 years of management experience spanning sales, marketing, digital transformation, and customer experience management. Currently the Senior Regional Director and Head of Life Insurance at Automate Wealth Management, her extensive career includes serving as Executive Director at CMG Wealth Management and a 16-year tenure at The Hong Kong Jockey Club, where she managed multi-billion-dollar portfolios and massive operations teams. She graduated with First Class Honours from The University of Hong Kong. As a mentor, Cammy provides a wealth of knowledge on large-scale retail operations, cross-functional stakeholder management, and customer-centric culture building. Mentees will benefit from his proven track record in driving business transformation through process re-engineering, digital integration, and workforce alignment. Her background across both massive sports entertainment enterprises and private wealth spaces allows her to offer versatile coaching on how to manage high-trust teams, elevate service standards, and optimize operational efficiency.
Securities Services & Custody | Client Services & Relationship Management
​
current/former:
HSBC, BNP Paribas, JP MOrganÂ
Â
Connie Mak
Head of Relationship Management (former)
Connie Mak is a highly influential senior corporate banking executive with an extraordinary 30+ year track record of managing top-tier global institutional investors and driving multi-sector revenue growth. Most recently, she served as the Head of Client Services for Direct Custody and Clearing at HSBC Markets & Securities Services, where she directed a team of client managers overseeing a massive USD 1 trillion asset portfolio under custody. Connie's deep industry footprint spans executive leadership roles including Head of Relationship Management for North Asia at BNP Paribas and Executive Director of Network Management at J.P. Morgan Chase. She has delivered securities market training to institutional organizations around the globe and holds a BSc (Honors) in Economics with Law. As a mentor, Connie provides a blueprint for mastering high-value client management, global custody products and operations, institutional cross-selling and market regulatory expertise through her active engagement in industry advocacy and regulatory initiatives. Mentees can learn her concrete strategies for achieving exponential business growth—such as driving an 800% revenue increase over four years at BNP Paribas—and navigating complex cross-border market restrictions. Furthermore, as an active NGO Board Director and Managing Director at the Financial Executive Club, Connie is uniquely positioned to offer exceptional career coaching, board presentation training, and guidance on navigating first-line-of-defense risk and compliance issues. As a mentor, Byron provides a unique dual perspective on treasury operations from both the corporate executive and banking advisory sides. He is excellently positioned to help mentees master the critical junction where financial strategy meets technical execution, particularly in automation, risk management, and systems integration. Mentees will benefit from his real-world experience in driving operational efficiency, navigating capital mobility in highly regulated APAC markets, and building human-centered design frameworks to solve complex corporate frictions.
Global Markets | Financial Markets, FX Strategy
​
current/former:
mizuho bank
Ken Cheung
Chief Asian FX Strategist (former)
Ken Cheung is a premier macro strategist with over a decade of highly specialized experience delivering high-impact FX and Fixed Income (FI) analysis across Greater China and South Korea. He spent over ten years at Mizuho Bank as Chief Asian FX Strategist and Director of the Desk Analyst Department, where he led regional economist teams, managed buy-side risk-advisory, and developed proprietary quantitative tools like the CNY fixing estimate model. Ken is a regular macro-FX expert on global media networks (Bloomberg, Reuters, CNBC) and holds an M.Phil in Economics from the Chinese University of Hong Kong, with published academic research in urban economics. As a mentor, Ken provides a masterclass in macroeconomic research, directional trade ideation, and financial thought leadership. Mentees can learn how to formulate house views on volatile currency markets, build quantitative forecasting models, and translate complex macroeconomic developments into actionable portfolio hedging strategies for corporate and institutional clients. For professionals aiming to build an influential public market profile, Ken can guide them on writing high-impact commentary and engaging top-tier institutional stakeholders through volatile market cycles.
Banking (Securities Services) | Business Management & Regional Leadership
​
current/former:
bnp paribas, northern trust
Lawrence Au
Asia-Pacific CEO, Securities Services (former)
Lawrence Au is a highly recognized pioneer and thought leader in the Asia-Pacific securities services industry, with a distinguished executive career driving institutional growth since the early 1980s. He served as the Asia-Pacific CEO at BNP Paribas Securities Services and Northern Trust for a combined 16 years, scaling operations across eight countries and leading over 2,000 staff. An accomplished author of two books on Asia’s financial evolution, he is the recipient of Global Custodian’s "Industry Legend Award." As a mentor, Lawrence provides an unparalleled masterclass in executive leadership, regional business building, and global asset servicing. Having built multi-national franchises from the ground up, he can offer mentees invaluable strategic insights into cross-border operations and high-level stakeholder management. Mentees aspiring to reach the C-suite or venture into entrepreneurship can leverage his extensive experience as a current board advisor, founder of a strategic management consultancy, and trusted voice in Asia's financial markets.
Transaction Banking & FinTech | Sales, Web3 & Blockchain
​
current/former:
axg, standard chartered
​
John Wong
Managing Director
John Wong is a premier transaction banking executive with over 35 years of high-impact leadership experience, notably driving a USD 700M cash management business as Managing Director at Hang Seng Bank and transforming commercial banking at Standard Chartered Bank. Recognized with multiple "Banker of the Year" awards from The Asian Banker and The Asset, John currently steers Web3, AI, and blockchain initiatives as Committee Co-Chairperson at Cyberport and Managing Director at AlloyX. He holds an MBA from Henley Management College. As a mentor, John offers an unmatched dual legacy of traditional banking mastery and cutting-edge Web3 and digital currency experience (including CBDC and stablecoin issuance licensing). Mentees can learn how to balance deep product implementation, regional business development across Greater China and the Middle East, and senior stakeholder management. His result-oriented approach and passion for community engagement make him an exceptional guide for navigating career transitions from core institutional banking to the future of decentralized finance.
Institutional Banking |
Sales & Client Coverage
​
current/former:
Standard chartered
Arthur Tan
Executive Director (former)
Arthur Tan is a seasoned transaction banking executive with over 31 years of progressive leadership experience at Standard Chartered Bank across Asia and the Middle East. Most recently serving as Executive Director and Head of Transaction Banking Sales for Global Subsidiaries in Hong Kong, he has managed a USD 100M revenue portfolio and pioneered numerous "first-of-its-kind" digital and ESG-linked finance solutions. Arthur holds multiple prestigious international financial qualifications from London and Singapore. As a mentor, Arthur offers an extraordinary 31-year blueprint for long-term career growth within a single top-tier global institution. Mentees will benefit immensely from his deep expertise in cross-border corporate banking, complex deal origination, and client relationship management. Having successfully built, coached, and up-skilled high-performing corporate sales teams across Hong Kong and Mainland China, Arthur is uniquely positioned to guide ambitious professionals on how to cultivate deep commercial acumen, drive strategic business planning, and navigate international financial markets.
Institutional Banking | REGIONAL SALES, BUSINESS STRATEGY AND TECHNOLOGY TRANSFORMATION
​
current/former:
Standard chartered
Biswajyoti (BJ) Upadhyay
Managing Director (former)
Biswajyoti Upadhyay is a distinguished corporate banking executive with over 25 years of global experience at Standard Chartered Bank, spanning Greater China, Japan, Korea, and the Middle East. He has managed complex regional businesses with revenues exceeding USD 1B and served as an Executive Committee member. His extensive expertise covers digital transformation, sustainable finance, and regulatory engagement with institutions like the HKMA and PBOC. He holds an Executive MBA and Certified sustainable finance & INED board member credentials. As a mentor, BJ offers valuable insights in balancing complex technological migration, frontline commercial execution, and shifting macro-regulatory landscapes. Mentees will gain massive value from his proven ability to convert regulatory disruptions—such as the opening of China's capital markets and RMB internationalization—into sizable commercial opportunities. For professionals interested in transaction banking or fintech governance, BJ provides rare, tactical insights into building trusted advisory relationships with regulators. His deep hands-on expertise in leading core banking system migrations (including ISO 20022 implementation) and directing structural corporate re-organizations equips him to teach mentees how to navigate high-stakes change management. Finally, his strong record of championing diversity by building multi-market talent transfer pipelines and leading regional teams makes him an exceptional guide for developing inclusive, modern leadership and team-building skills.
treasury & Banking |
corporate Treasury & solution advisory
​
current/former:
JP Morgan Chase; standard charteredÂ
Byron Gardiner
Executive Director / Global Head (former)
Byron Gardiner is a prominent corporate treasury leader with more than 25 years of diverse buy-side and sell-side experience driving liquidity optimization for global tech giants like Traveloka, Oracle, and Huawei. He previously served as Asia Head of Digital Client Solutions at Standard Chartered Bank, specializing in automated In-House Bank models, Treasury Management System implementations, and API-driven real-time cash management. Byron is a Certified Finance and Treasury Professional and widely published industry author. As a mentor, Byron provides a unique dual perspective on treasury operations from both the corporate executive and banking advisory sides. He is excellently positioned to help mentees master the critical junction where financial strategy meets technical execution, particularly in automation, risk management, and systems integration. Mentees will benefit from his real-world experience in driving operational efficiency, navigating capital mobility in highly regulated APAC markets, and building human-centered design frameworks to solve complex corporate frictions.
The Mentorship Powerhouse
Connect with a curated network of established industry titans, seasoned executives, and academic experts who are committed to fostering the next generation of global finance leaders in Hong Kong.
life Insurance |
Investment Management
​
current/former:
YF Insurance, sun life insurance
​
Investment Operations |
Fund Accounting & Operations |
​
current/former:
Artesian Venture Partners, Sun Life, Mirae Asset management
Nelson Chau
Chief Operating Officer (former)
Nelson Chau is a highly versatile, hands-on operations executive with over 20 years of deep institutional experience in investment operations, fund accounting, and cross-functional team management across Australia and Hong Kong. Currently serving as the Senior Manager of Operations at Artesian Venture Partners in Melbourne, his distinguished career includes roles as Chief Operating Officer for Sun Life Asset Management (HK) and Head of Fund Operations for Mirae Asset Global Investments. Nelson holds a Master of Business Systems from Monash University and actively commits to community engagement through pro bono leadership at the Financial Executive Club. As a mentor, Nelson represents the perfect balance between high-level strategic oversight and day-to-day tactical execution. He is ideally suited to guide professionals operating in lean, fast-paced team environments where leaders must remain actively involved in NAV reviews, complex unit pricing, and system testing. Mentees can absorb his methodologies for driving automation in investment workflows, managing key vendor/custodian relationships, navigating regulatory filings across different jurisdictions, and mitigating operational risks during critical product launches.
READY TO LEAD THE FUTURE?
Join our elite mentorship ecosystem designed for the next generation of global financial leaders.