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. Ginni Wong is currently the Director (Supervision) of Supervision Division at the Mandatory Provident Fund Schemes Authority (MPFA). In this role, she holds various responsibilities related to the supervision of MPF trustees, MPF intermediaries, industry training and education, and the registration and supervision of ORSO schemes.
With over 30 years of experience, Ms. Wong has extensive experience in the financial industry and has a strong background in the supervision of financial intermediaries and financial audits. Prior to joining the MPFA in 2018, she worked as an Associate Director in the Intermediaries Supervision Division of the Hong Kong Securities and Futures Commission. During her tenure there, she focused on prudential and conduct supervision of different types of financial intermediaries such as securities and futures brokers, financial advisors, and global investment banks in Hong Kong.
Ms. Wong's expertise extends beyond supervision as she also possesses regulatory compliance experience, she had worked in the compliance function of a European bank as well as HKEx.
Mr. Alvin Chan is a CFP professional since 2005, brings over 25 years of investment and wealth management expertise to his current role as Director and Head of Product Development and Retail Research at Everbright Securities International. He concurrently serves as RO of China Everbright Research Limited and Director of CES Forex (HK) Limited.
Previously, Mr. Chan held senior positions across multiple major banks, directing teams in the research and strategic development, and analysis of equities, funds, forex, commodities, and bonds.
Mr. Chan is an active financial columnist and former university lecturer in business administration. He also serves the community as a board member of the Institute of Financial Planners of Hong Kong. Furthermore, he is appointed by the HKSAR Government to the District Fight Crime Committee and serves as an Instructor for National Security Education. He holds a Master of Business Administration.
Mr. Edwin Cheung is a distinguished leader in the financial services industry, currently serving as the Chairman of the Board of Directors at the Institute of Financial Planners of Hong Kong (IFPHK). With a career spanning 2 decades in insurance and wealth management, he has established himself as a trusted authority in financial planning and commercial distribution.
As the Head of Commercial Distribution at a leading multinational insurance firm, Mr. Cheung drives strategic business growth while fostering innovation in client-centric solutions. His expertise has earned him multiple industry accolades, recognising his outstanding contributions to financial advisory and leadership.
Beyond his corporate role, Mr. Cheung is deeply committed to industry development and professional education. He serves as a Member of the Banking and Finance Training Board under the Vocational Training Council (VTC), where he helps shape competency standards and training programs to nurture future talent in Hong Kong’s financial sector.
A passionate advocate for financial literacy, Mr. Cheung is a sought-after speaker and commentator, regularly featured in top-tier media outlets where he shares expert insights on wealth management trends, retirement planning, and the evolving insurance landscape.
Dedicated to thought leadership, he actively mentors emerging professionals and contributes to industry best practices, reinforcing his commitment to excellence in financial services.
Mr. Steve Chiu has over 30 years of wealth and asset management experience, and has been a CFP® certificant since 2001. He is currently Executive Director at Airwallex Capital Hong Kong Limited. Prior to his current role, Steve held various senior management roles at Principal, PIMCO, Manulife, Bosera, AIA, Invesco and HSBC. He also holds an MBA from the Hong Kong University of Science and Technology.
Dr. Kathy Chow is a business-oriented medical doctor, offering ten-year background in local as well as international medical insurance companies. In addition to well-versed in all elements of organizational development, case management and interdepartmental collaboration, Dr. Chow focuses on developing robust clinical solution to produce exceptional results, and successfully building strong relationships with clients, staff and local healthcare partners.
Dr. Chow holds a medical degree from the Chinese University of Hong Kong and she is a family physician by training. She is a Fellow of the Royal Australian College of General Practitioners and the Hong Kong College of Family Physician. In 2016, Dr. Chow joined Prudential Hong Kong Limited and embarked her journey in insurance medicine. Her key roles at that time included management of medical panel, providing medical advice to various functions e.g. underwriting / claims, insurance product development, as well as overseeing the operation of the two health assessment centres of PHKL.
From 2021, Dr. Chow has held the position of Head of Clinical Operations in Bupa Global, overseeing the APAC region. Together with her team of clinicians based in Hong Kong, Singapore and Beijing, they contribute to all parts of the business, with a specific operational focus on supporting pre-authorization decisions for complex cases and maintaining the interoperability of the Global Operating Model.
Dr. Chow currently resides in Hong Kong with her family. Being an avid traveler, she is grateful for the opportunity to be part of a global organization like BG- working alongside a diverse team of talents every day.
Mr. Cliff Ip is the Partner of Wings Capital and is responsible for handling family office investments, as well as the Managing Director, CEO and Co-Founder of Wings Securities Limited and is responsible for the overall management and leading deal origination, supervision and execution for clients in Hong Kong, mainland China and globally.
Mr. Ip has over 20 years of experience in investment banking, family office and auditing. He has held senior management positions at leading international investment banks and has accumulated profound experiences across HK IPOs, pre-IPOs, cross-border M&As, share placements, convertible bonds and bond issuances.
Mr. Ip is a Fellow member of CFA Australia. He was the Divisional President – Greater China of CPA Australia in 2024. He is also currently the Chair of the Financial Services Committee, Greater China, of CPA Australia.
Dr. Amen Lee serves as the President of the Legacy Academy. He is a seasoned expert in family business succession who promotes the philosophy of “Holistic Wealth” and the “Dual Cultivation of Dao and Skill.” He systematically applies the “Holistic Wealth Family Legacy Five-Dimension Model” to facilitate intergenerational transitions among entrepreneurial families. He is an Honorary Researcher (Family Philanthropy & Well Economy) at the Chinese Family Succession Research Center of The Hang Seng University of Hong Kong, Co-Chair of the Young Entrepreneurs’ Club, and a Lecturer in Family Office Management at the HKU Institute for China Business. He has provided consulting services to over 60 family businesses and trained more than 3,000 senior executives.
Dr. Lee is also the founder of “Philopreneur” (Philosophy + Entrepreneur), advocating that business practice is a form of real-world cultivation rather than merely a slogan. With over 21 years of experience in life coaching, he adopts a people-centered approach to develop leadership and “state management” among entrepreneurs and senior executives, helping organizations attract and retain high-quality talent, enhance resilience, and build distinctive corporate cultures.
Ms. Orchis Li was the Chief Executive Officer of HealthMutual Group (HMG), a rising force in healthcare management across Hong Kong and Greater China. During her short tenure with HMG, she brought visionary leadership to HMG’s mission of transforming healthcare funding through concierge and value‑added services, with the goal of benefiting all stakeholders and promoting long-term sustainability.
With over 30 years of experience in the insurance industry, she has built a distinguished career across leading multinational organizations. Prior to joining HMG, she was with Gen Re from 2015, holding senior leadership roles and contributing to business management, client engagement, and regional strategic initiatives, including InsurTech development in Asia and critical illness analytics capabilities.
She has made extensive contributions to the insurance industry and regulatory landscape, including serving as a Councillor of the Hong Kong Federation of Insurers (HKFI) from 2016 to 2026 and as Chairman for the 2023–2024 term. She has also held various appointed public and industry positions and currently serves as a member of the Resolution Compensation Tribunal under the Financial Institutions (Resolution) Ordinance.
She holds a degree in Actuarial Science and Accounting from the University of Melbourne and is a Fellow of both the Actuarial Society of Hong Kong and the Institute and Faculty of Actuaries. She is also a member of the Hong Kong Academy of Finance.
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 Chairman of Institute of Financial Technologists of Asia Ltd, Founder of Institute of ESG & Benchmark, Member of HK Academy of Finance, Vice Chairman & Broad Member of The HK Institute of Financial Analysts and Professional Commentators, Chairman of Leading Organizer of Hong Kong ICT Awards - 2024 & 2025 (FinTech Award), Advisory of CityU Academy of Innovation and Judge of CityU HK Tech 300 and Advisory Committee Member - Master of Science in Finance (FinTech and Financial Analytics) of Hong Kong Baptist University.
Dr. Paris Yeung is currently the Chief Executive Officer of the Institute of Financial Planners of Hong Kong, with over 40 years of extensive management experience in the banking and financial industry, and in-depth knowledge of the financial markets and regulatory environment in both Hong Kong and Macau.
He previously served as Executive Director and Chief Executive Officer of Banco Delta Asia in Macao, and has held senior management positions at Hang Seng Bank, Dah Sing Bank, CMB Wing Lung Bank and Chekiang First Bank. In addition, he was formerly General Manager of The Hong Kong Institute of Bankers and Principal Consultant of the Hong Kong Productivity Council.
Dr. Yeung holds a Doctor of Business Administration (DBA) from The Hong Kong Polytechnic University, as well as a Master of Business Administration (MBA), a Master’s degree in Banking, and a Bachelor’s degree in Accountancy from City University of Hong Kong. His professional qualifications include Certified Banker of The Hong Kong Institute of Bankers (HKIB), Fellow of the Hong Kong Institute of Certified Public Accountants (HKICPA), Fellow of the Association of Chartered Certified Accountants (ACCA), and Fellow of the Hong Kong Securities and Investment Institute (HKSI).
As the General Manager, Ms. Victoria Yow leads corporate health strategy at Pacific Prime Hong Kong and brings a decade of experience in the employee benefits space. She works closely with HR leaders to enhance staff well-being through flexible, sustainable health plans.
Her passion lies in driving conversations that connect well-being with performance and retention.
