Mr. Steve Chiu, CFPCM


Institute of Financial Planners of Hong Kong

Mr. Steve Chiu has close to 30 years of wealth and asset management experience, and has been a CFP certificant since 2001. He is currently Senior Vice President and Head of Hong Kong Retail at PIMCO Asia Limited, and was previously Vice President, Investment Funds at Manulife Asset Management (Hong Kong).  Prior to that Mr. Chiu held senior management roles at Bosera Asset Management (International), AIA Wealth Management, Invesco Asset Management, HSBC Retail Banking and HSBC Asset Management.  He holds an MBA from the Hong Kong University of Science and Technology.

Mr. Joseph Chan, JP

Under Secretary for Financial Services and the Treasury

The Government of Hong Kong SAR

Mr. Joseph Chan was appointed the Under Secretary for Financial Services and the Treasury on 16 August 2017.

Mr. Chan has many years of senior executive experience in the banking industry. He was a Managing Director in the Global Markets Division of Credit Agricole Corporate & Investment Bank, and was a Managing Director in Financial Markets of Standard Chartered Bank.

Prior to joining the Government, Mr. Chan held multiple roles in a number of public and professional bodies, including Vice President of the Hong Kong Society of Financial Analysts, Director of Hong Kong Securities & Investment Institute, Advisor of the Chinese Gold & Silver Exchange Society, as well as a General Committee member of the Hong Kong General Chamber of Commerce. Mr. Chan was also a member of the Central & Western District Council.

Mr. Chan holds a Bachelor of Arts in Economics (Hon) and Psychology from the University of Michigan, USA. He is also a Chartered Financial Analyst.

Mr. Stephen Po

Executive Director, Market Conduct

Insurance Authority

Mr. Stephen Po is currently the Executive Director, Market Conduct of the Insurance Authority, Hong Kong.  Mr. Po mainly oversees the regulation of conduct of insurance intermediaries. Scope of coverage includes licensing, inspection, investigation and complaints handling in order to strive for the highest standards of conduct, ethics and integrity of insurance intermediaries.

Mr. Po was formerly the Senior Director and head of the Intermediaries Supervision Department of the Securities and Futures Commission (“SFC”), Hong Kong.  Mr. Po was also the Chairman of Committee on the Regulation of Market Intermediaries of the International Organisation of Securities Commissions (“IOSCO”) for 7 years from 2009 to 2016, responsible for setting conduct and prudential standards on the regulation of market intermediaries in a cross border environment.

Mr. Po is a qualified accountant and holds a MBA and BBA degree.

Ms. Cynthia Hui

Executive Director (Members)

Mandatory Provident Fund Schemes Authority

Ms. Cynthia Hui is Executive Director (Members) of the Mandatory Provident Fund Schemes Authority. Ms. Hui is a qualified actuary and a fellow of the Institute of Actuaries of Australia. She has held Appointed Actuary, Chief Actuary and Regional Actuary positions in multi-national insurance firms, and positions with responsibilities for information technology in major financial institutions in Australia before joining the Mandatory Provident Fund Schemes Authority in 2005.

Mr. Edmond Lau

Executive Director and Chief Executive Officer

HKMC Annuity Limited

Mr. Edmond Lau is the Executive Director and Chief Executive Officer of HKMC Annuity Limited, responsible for the launch of a life annuity scheme in order to strengthen the retirement protection for the elderly. Prior to joining the Hong Kong Monetary Authority (HKMA) in 1997, he was an Administrative Officer of the Hong Kong Government. From 2007 to 2013, Mr. Lau was the Executive Director of the HKMA and Hong Kong Note Printing Limited,  overseeing the Monetary and Financial Stability Policy, as well as the development of the financial market..

Mr. Lau graduated from the University of Hong Kong (HKU) with a Bachelor Degree in Social Science (Economics). Thereafter in 2016, he obtained a Master Degree in Social Work from the HKU and subsequently joined Stewards as the Chief Executive until September 2017.

Mr. Jason Fung

Chief Actuary

Tahoe Life Insurance Company Limited

Mr. Jason Fung oversees the valuation, capital management, business planning and pricing functions at Tahoe Life Insurance Company Limited. He has almost 15 years of leadership experience in actuarial and insurance product management.  He has proven track record in managing complex financially based projects from inception to completion while ensuring the project results and details comply with regulatory requirements. He is a Fellow of the Society of Actuaries in the US and a Fellow of the Actuarial Society of Hong Kong.  He holds an MBA degree from the University of Oxford and a Bachelor of Science degree in Actuarial Science from the University of Hong Kong.

Mr. Mathias Helleu

Co-founder and Executive Chairman of the Board of Directors

8 Securities

Mr. Mathias Helleu is the co-founder and Executive Chairman of the Board of Directors of 8 Securities which is licensed and operates in Hong Kong and Tokyo. Prior to this, Mr. Helleu ran E*TRADE's international online investing services in 15 geographies. In 2000, he led E*TRADE for being one of the first online investing services in Hong Kong.

In 2012, Mr. Helleu established 8 Securities to launch Asia's very first robo-advisor and mobile first investing service to better serve Hong Kong's Millennials and Generation Z. Recently, 8 Securities group and Nomura Asset Management formed strategic partnership to kick start new digital wealth management services including robo advisory and mobile investing solutions for millennials.

Dr. Anthony Lee, BBS


Hong Kong Private Hospitals Association

Dr. Anthony Lee is a specialist physician turned hospital administrator.  Back in the 1970’s as a senior lecturer of the Department of Medicine in the University of Hong Kong specializing in rheumatology and clinical immunology, he pioneered in clinical research in rheumatic diseases and hepatitis B diseases in Hong Kong. Subsequently he practiced as a consultant rheumatologist in Hong Kong and in Melbourne, Australia, for a number of years. During this period he had become familiarized with the public and private healthcare systems in the two cities. In 1996 he returned to Hong Kong to take up the helm as Chief Hospital Manager & Medical Director of the Union Hospital and has successfully transformed the hospital into one renowned for its quality service. Currently he is also Chairman of the Hong Kong Private Hospitals Association.

In 2017, he was awarded the Bronze Bauhinia Star (BBS) by the Hong Kong SAR Government for his long and meritorious public and community service, particularly his significant contributions to the healthcare development in Hong Kong.

Mr. Gin Lee, CFPCM

Vice Chairman (Development)

Institute of Financial Planners of Hong Kong

Mr. Gin Lee has a rich experience in wealth management and investment services industry. He acquired his bachelor degree of Quantitative Finance at CUHK and possesses professional qualifications including CFP certification and MHKSI, etc. He is also appointed as an independent non-executive director of listed company in Hong Kong and SFC licenses representative.

Mr. Lee has been invited as lecturer of the continuous education course of IFPHK. He is also regularly recognized as guest speaker for local and mainland universities and high schools, and regular investment columnist of financial websites and magazines. He is currently a member of Financial Education for Working Adults working group of Investor Education Centre (IEC), a subsidiary of Securities and Futures Commission (SFC), to help formulate the first Hong Kong Financial Competency Framework.

Mr. Ray Lee, CFPCM

Board Member

Institute of Financial Planners of Hong Kong

Mr. Ray Lee is a Director of Kreis AI Limited. He has been working in financial services industry for over 10 years and had been engaged in fintech projects for 3 years. Mr. Lee devotes himself to fintech product development. He is the Co-founder of mobile application “WinVestor”, a one-stop application combined market information, trade simulator, social elements and big data analytic tools to provide trading insight for investors.

Ms. Xanne Leo

Co-Founder CEO


Ms. Xanne Leo has 16 years of experience in the financial service industry in South East Asia. Started her career in Great Easter Life Assurance (Singapore) in 2003, Ms. Leo subsequently went on to join the first Independent Financial Advisory (IFA) firm in Singapore in 2006 as a pioneer in this field. Specialising in estate planning and generational wealth transfer, Ms. Leo joined a top European Trust company with 26 offices worldwide and advised on various aspects of cross border wealth management strategies and solutions for HNWI and families in Asia.

When the opportunity came, Ms. Leo moved into corporate advisory and deal sourcing for cross border M&A and business growth. Ms. Leo brings invaluable insights in the area of assets transfer and protection and leadership to the Infinitus Blockchain team in the consumer technology space.

Mr. Paul Pong, CFPCM

Board Member

Institute of Financial Planners of Hong Kong

Mr. Paul Pong is the Managing Director of Pegasus Fund Managers Limited, Executive Director of China International Finance Ltd (Listed on HKEX main board) and Chairman of Shenzhen Qianhai Prudence Investment Fund Management Company Limited. He has been working in the fund management industry over 30 years. He is also a non-official member of Human Capital Committee of the Financial Services Development Council, a member of Advisory Committee of Hang Seng Indexes Co. Ltd., a member of Academic and Accreditation Advisory Committee of Securities and Futures Commission, Chairman of Institute of Financial Technologists of Asia Ltd, Vice President of Hong Kong Shanxi Chamber of Commerce.

Mr. Henry Shin

Executive Director, Convoy Global Holdings Limited

Chief Executive Officer, Convoy Financial Services Limited

Mr. Henry Shin is the Chief Executive Officer of Convoy Financial Services Limited, a subsidiary of Convoy Global Holdings Limited, and is responsible for managing the consultancy team and refining business development system for the Group. He is also the director of certain subsidiaries of the Company. Mr. Shin graduated from the Hong Kong Baptist University in 1998. In the same year, he joined Convoy Financial Services Limited as a Financial Consultant and was promoted to Deputy Director in 2005. He has many years of experience in business development and team management. He once held the position of President of Lions Clubs of Happy Valley International District 303 – Hong Kong and Macau and now he is a core member of various social service organizations.

Mr. Lewis Tse, CFPCM

Immediate Past President

The Life Underwriters Association of Hong Kong

Mr. Lewis Tse is the Immediate Past President of The Life Underwriters Association of Hong Kong (LUAHK) and the Senior Agency Director of Chubb Life Insurance Company Limited. With over 30 years of experience in insurance and financial planning, Mr. Tse devotes himself to the development of sustainable prosperity for the insurance industry.


During his tenure at the LUAHK as the member of Executive Committee and President, he has been involved in several industry projects, including the establishment of Insurance Authority, formulation of the code of conduct, Voluntary Health Insurance Scheme (VHIS) and regulations for the MPF intermediaries, etc. Mr. Tse is now the Convener of Insurance Industry Regulatory & Development Concern Group (ICG).


He is a CFPCM certificant and holder of Chartered Financial Consultant qualification, and was previous a member of Insurance Training Board of Vocational Training Council (VTC).

Mr. Philip Tso

Head of Institutional Solutions, Asia Pacific and Institutional Business, Hong Kong

Allianz Global Investors

Mr. Philip Tso joined AllianzGI in October 2017 and is responsible for guiding AllianzGI’s strategy in Asia Pacific in delivering the firm’s best-in-class investment advice and diverse solutions to institutional investors. He also heads the Hong Kong institutional business to focus on expanding the distribution, deepening the client penetration of our business and promoting thought leadership. In addition, he drives the consultant strategy in Asia Pacific and works closely with consultants to help developing innovative ideas for investors.

Before joining AllianzGI, Mr. Tso worked at Willis Towers Watson as Director, Head of Investments in Hong Kong. He has been a member of the Hang Seng Index Advisory Committee since 2013.

Dr. Cheney Tsoi

Chairman, Asia Blockchain Society

President, Hongkong Blockchain Asset Management Co., Ltd.

Dr. Cheney Tsoi is currently the President of Hongkong Blockchain Asset Management Co., Ltd. Dr. Tsoi called together many top academic experts to set up Asia Blockchain Society in April 2018. Asia Blockchain Society aims to promote academic communication and commercial applications of Blockchain in Asia area, and provides customized and independent solutions for financial institutions and Blockchain companies. In 2014, Dr. Tsoi published a book named Bitcoin is changing the world which is the first Bitcoin book in Southeast Asia. In 2017, Dr. Tsoi published another book named Decode Wealth Inheritance.

Dr. Collin Wong

Associate Dean (External) of School of Decision Sciences

Director of the Policy Research Institute of Global Supply Chain

Hang Seng Management College

Dr. Collin Wong has over 10 years of academic and administrative experience in higher education. She has extensive experience in research on multidisciplinary topics relating to Business Logistics Planning and Design; Knowledge Management and Decision Support System; e-Business Management; Airport and Airfreight Planning and Management; Greater Bay Area and Belt and Road Initiatives studies.

Dr. Wong has been successfully awarded many external grants amounted over ten million dollars. In 2016-18, she and her colleagues published four research reports: (1) Logistics and Trade Facilitation in Guangdong-Hong Kong-Macau Bay Area; (2) Preventing Marginalization in Air Passenger and Freight Business; (3) Impact of Cabotage Relaxation and PRD Competition to Hong Kong’s Maritime Logistics Industry; (4) Collaboration at the Hong Kong Port – Benefits from Facility Sharing. The research reports were widely covered by over 10 international and local media.

Ms. Julia Wong

Managing Director

Pension Sales & Distribution

Principal Investment & Retirement Services Limited

Ms. Julia Wong joined Principal as Managing Director of Pension Sales & Distribution in 2017. She is responsible for driving the growth of pension business in Hong Kong through the strategic partnership with AXA Hong Kong.

Prior to joining Principal, Ms. Wong was the General Manager of Shandong Branch of Manulife - Sinochem Life Insurance Co., Ltd, managing the business start-up and expansion of eight major cities in Shandong of Mainland China from 2011 to 2016.

Before engaging in life insurance development in Mainland China, Ms. Wong has over 30 years industry experience in pension (MPF & ORSO), employee benefits, agency development, distribution management and M&A in Hong Kong. She held various senior management positions in leading financial companies including AIA, Zurich Insurance, Sun Life Financial and BestServe Financial Ltd.

Mr. Samuel Yung, SBS, MH, JP

Executive District Director, AIA International Limited

Vice Chairman, Committee for Economic Affairs, CPPCC National Committee

Mr. Samuel Yung currently serves as Executive District Director of AIA International Limited.  He is Vice Chairman of the Committee for Economic Affairs, Chinese People's Political Consultative Conference (CPPCC) National Committee and Founding President of Hong Kong Professionals and Senior Executives Association.  He holds an EMBA from The Hong Kong University of Science and Technology and various professional qualifications, including CFPCM certification, RFC and FChFP.

Mr. Yung has been working in the insurance sector for 36 years.  He was President of the Life Underwriters Association of Hong Kong (LUAHK) and the General Agents and Managers Association of Hong Kong (GAMAHK).  He was also Co-chairman of Asia Pacific Financial Services Association (APFinSA; previously known as the Asia Pacific Life Insurance Council).

Mr. Yung has received many honours and awards including Hong Kong’s “Ten Outstanding Young Persons” in 1994, “The China Insurance Person of the Year 2011” in 2012, “LUAHK Industry Achievement Award” in 2015, “Hall of Honor” by GAMA International in 2017 and “CMF 2018 International Insurance Culture Lifetime Achievement Award” in 2018.