Chris began his early career on residential mortgage securitization operations with the Hong Kong Mortgage Corporation, a wholly-owned Hong Kong SAR Government Corporation through the Exchange Fund. Afterwards, he joined CLSA assisting in research analysis on Asian telecom stocks.
After coming back from further studies in United Kingdom, he has changed his career to retail wealth management business. He has worked with Manulife (International) Limited and has been in charge of Wealth Management Training and Agency Development for Hong Kong agency distributions.
He is now taking a wider scope as Head of Fund Distribution for Greater China at Credit Agricole Asset Management Hong Kong Limited. Previously, he has been pioneering Sales Training for Investment Advisors (private bankers, retail bankers, Independent Financial Advisors and Insurance Financial Planners) at Franklin Templeton Investments covering both Greater China and Singapore region. In the meantime, he has been invited by Macau Institute of Financial Services as a dedicated investment speaker for their financial advisors’ members. Moreover, he has been actively involved in different activities for various professional bodies including The Institute of Financial Planners of Hong Kong, The Life Underwriters’ Association of Hong Kong, Registered Financial Planners Institute, Hong Kong Securities Institute and Hong Kong Investment Funds Association.
Chris is equipped with academic background in economics and finance. He holds a master degree in Investment Management (Financial Engineering Track) from the Hong Kong University of Science and Technology, and master degree in Economic Analysis and Policy from the University of Warwick, UK. He is both US FRM (Financial Risk Manager) and PRM (Professional Risk Manager) certificants, a CFA (Chartered Financial Analyst) charterholder, a CFPCM licensee, a HKRFP licensee as well as holders of DMSTM (Canadian Derivatives Market Specialist), CIIA®(Certified International Investment Analyst) and LIFA (US Licensed International Financial Analyst). He also holds ten other professional qualifications in insurance areas from both LOMA (Life Office Management Association) and ICA (International Claim Association). |
are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd.(FPSB).