Patrick Leung (Yiu Kwong) is a versatile finance practitioner and career coach with 33 years of cross-sector experience spanning investment banking, foreign exchange, corporate finance and wealth management. His career ranges from early roles at Lehman Brothers and interbank forex brokerage, to CFO of a regional manufacturing group, to his current work as a business coach at Chubb Investment Management. He holds an MBA from Oklahoma City University and a BA in Economics from the University of Western Ontario.

 

With over 300 past mentees under his belt, Patrick specialises in guiding mid-career professionals through financial industry career transitions — particularly into wealth management and asset allocation. He also provides practical coaching on investment planning, risk management, personal development and early-stage startup brainstorming, with a flexible, learner-centric approach tailored to individual career goals.