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.

Ms. Crystal Chan is currently the Head of Investment Specialist of Principal Hong Kong where she leads the investment and product specialist team to strategize the go-to-market strategy for pension and mutual fund products. She is responsible for laying out the macroeconomic and investment market outlook, providing up-to-date investment commentaries and product recommendations for investors, as well as responding to media enquiries on different economic topics and investment directions. In addition, she hosts investment client seminars, positions products according to the latest market conditions, and provides product recommendations.

Prior to joining Principal Hong Kong, Ms. Chan was the Investment Strategist at China Construction Bank (Asia) and a financial reporter and anchor of “Today’s Finance” and “Good Morning Hong Kong” at Television Broadcast Limited.

Ms. Chan earned her bachelor’s degree majoring in Broadcast Journalism and minor in Translation in the Hong Kong Baptist University. Thereafter, she earned her master’s degree in Economics in the University of Hong Kong.

Mr. Kennedy Ho is an insurance advisor with more than 10 years of experience in the financial and wealth planning industry. Prior to joining IPG Howden, Kennedy was a Wealth Planner at Morgan Stanley. He specializes in giving professional advice on estate planning structures and solutions to Ultra-High Net Worth clients.

Equipped with extensive knowledge on insurance products, trust structures and tax implications, Mr. Ho primarily advises clients from Mainland China, Taiwan and Hong Kong on their wealth and liquidity planning. He is also a CFP professional, a registered Trust and Estate Practitioner (TEP) and a professional member of the Fellow Life Management Institute (FLMI). Mr. Ho holds a Bachelor of Mathematics, Operational Research, Statistics and Economics (MORSE) in University of Warwick and a Master degree in Construction Economics and Management in University College London.

Mr. Arnold Hui began his career path in central banking at the Hong Kong Monetary Authority.  During his tenure of 16 years, he, as an ESG Director, took lead in the formulation of ESG policy and roadmap for Hong Kong’s US$500+ bn Exchange Fund.  He was also experienced in portfolio risk management, FX trading, and corporate developments.  Arnold supports Carbonbase in bridging the gap between innovation and public policy to enable scalable, positive, and sustainable solutions. Carbonbase provides the easiest way for individuals and corporates to take effective actions against Climate Change, using technology to measure carbon footprints, purchase carbon offsets, and provide related consultancy services.

Mr. Hui received a BA and MA degree in Economics from the University of Southern California.  His professional credentials include Chartered Financial Analyst (CFA), Financial Risk Manager (FRM), and Sustainability and Climate Risk (SCR).

Dr. Li Shun Cheong graduated from the Faulty of Medicine of The Chinese University of Hong Kong (CUHK) in 2000. After graduation, he joined General Outpatient Department of Hospital Authority as a Medical Officer. Thereafter, Dr. Li has been appointed as the Clinical Tutor of the CUHK since 2019 as well as member of the Medical Assessment Board of Social Welfare Department in 2022.

Dr. Li has started private practice since 2009 providing quality healthcare service to the public. Starting from 2018, he collaborated with The Kowloon Benevolent Society as their Visiting Medical Officer and Person in-charge of the community pharmacy. To cope with the Covid-19 pandemic, Dr. Li renders support to a series of anti-pandemic measures, such as providing community vaccination, outreaching medical services and tele-medicine consultation.

Dr. Li’s scope of professional service includes residential care home planning, daily operation and compliance.

Mr. Paul Pong is the Managing Director of Pegasus Fund Managers Limited. He has been working in the fund management industry for over 30 years. He is also Member of Advisory Committee of Hang Seng Indexes, Member of Academic and Accreditation Advisory Committee of Securities and Futures Commission, Chairman of Institute of Financial Technologists of Asia Ltd, Founder of Institute of ESG & Benchmark, Invited Specialist / Consultant Of Wealth Management Cooperation Committee - Asian Financial Cooperation Association, Member of HK Academy of Finance, Vice Chairman & Broad Member The HK Institute of Financial Analysts and Professional Commentators, Court Member of City University of HK and Advisory Committee Member - Master of Science in Finance (FinTech and Financial Analytics) of HK Baptist University.

Of over 30 years of finance and taxation experience with heavy China orientation. Dr. David Pun’s exposure spans across an array of industries including trading, manufacturing, retailing, fast moving consumer goods (FMCG) and information technology. He was held responsible for various positions ranging from finance and taxation to operational and general management for the China divisions of some of the listed companies in Hong Kong.

Dr. Pun currently serves as a consultant providing accounting & taxation, company secretarial services, tax planning, financial planning, wealth management and information system development in China and Hong Kong, as well as advising company on rules and compliance and taxation on cross-border transactions and local business operation. He is partner of a Certified Tax Advisor (Practising) firm in Qianhai. He also serves as professional trainer and mediator and is a part-time lecturer on PRC Tax at City University of Hong Kong SCOPE of City University and Kaplan Financial Hong Kong. He is also partner lecturer of LiPace of Hong Kong Metropolitan University and School of Continuing and Professional Studies of the Chinese University of Hong Kong.

Ms. Kimmis Pun is a veteran banker for nearly 40 years in Asia, has broadened her horizon to head a multi-family-office and is responsible to help UHNWIs structure and plan their wealth, investment and succession.

Prior to this Family Office appointment, she has been in senior management positions at HSBC, Bank of America, BNP Paribas, Standard Chartered Bank and EFG Bank.

Ms. Pun is currently the Chairman of Wealth Planning Standard Board and was previously the Board of Director of the US-based Financial Planning Standard Board. She holds an MBA from University of Manchester, and is a CFP certificant and the IBF Fellow awarded by IBF Singapore.