The core team of Finex Hong Kong Limited consists of people who work together for almost 10-20 years. Before setting up or joining the company, they held several top executive positions at Luxembourg-based/Hong Kong-based banks or financial institutions.
Furthermore, contrary to big organizations, members of our team have wide range of competences which are not limited by typical corporate structures. We encourage people to learn more and to fully understand the whole complexity of the processes they are involved in.
We are multi-cultural and multi-lingual, meaning that in most cases we will be able to offer you services in your own language.
Michael joined Finex Hong Kong Limited with overall responsibility for the SFC Type 1, 4 & 9 activities.
Prior to Finex, he was CEO of Instanza Capital Limited (previous Degroof Petercam Asset Management (HK) Limited), responsible for managing and supervising the business of Type 9 regulated activity.
Michael was also appointed as CEO of OP Investment Management Limited, a Hong Kong based Asian Investment Management Company and concurrently a Director and Authorised Representative of Mastermind Capital Limited (HKEX: 905), a Listed Investment company. During his time at OPIM he was also the SVP of Risk at their JV partner, Arbah Capital, based in Saudi Arabia. He has also held roles at Credit Agricole Asset Management Hong Kong Limited (Asian Asset Management Arm of Credit Agricole) where he was a Director and Regional Head of Operations, Risk & Compliance. He began his career in Chemical bank (now JP Morgan Chase) in Foreign Exchange and Treasury Services before moving to Natwest Markets (Corporate & Investment Banking arm of National Westminster Bank Plc) where he held various roles including Head of Compliance – Wheelock Natwest and Natwest Markets, Hong Kong and Assistant Director – Compliance (seconded originally to work on the Blue Arrow trial). He has a BA (Hons) in accounting & Finance, is a full Member of the Hong Kong Securities Institute, a Member of the Committee of Inspection for Peregrine Derivatives Limited and has been an expert witness for legal case involving leading global Investment Bank. He is a member Global Association of Risk Professionals and a Director of Cayman, UCITs and AIF structures where he is also a Cayman Islands Monetary Authority (CIMA) registered Director.
Jacky is a Director and Responsible Officer of the Company.
Mr. Sze has over 10 years of experience in financial market specializing on Investment.
Before joining Finex, he worked as a Portfolio Manager having over 500M HKD in assets under management, at a family office in liaison with a listed company, reporting directly to the CEO.
From 2013 to 2015, he acted as a Head of Trading in 2 Local Hedge Fund Houses of around 100M USD assets under management. Both Fund houses underwent Long-Short Strategic with Focus on Greater China. Mr Sze created his own Portfolio Management system from the experience he gained in Fund industry. He is also knowledgeable on the whole operational process of the Fund.
Chris has developed and established one of the largest APAC, specifically South Korea-focused, private placement and advisory platforms for Finex.
Prior to Finex, Chris co-founded and developed a new Asia-focused private placement platform for SBI China Capital where he developed a strong South Korea and Greater China-focused fundraising sales team with the main focus on credit, infrastructure, and private equity buyout managers in the US and EU markets.
Prior to that, he worked for Standard Life Investments’ alternative platform, a Pan-European alternative manager with an AUM of ard USD 12 billion across private equity, infrastructure, credit, and co-investment strategies. He managed and developed institutional investors across APAC.
Chris is also an experienced entrepreneur, having worked with numerous start-ups and established several hard asset platforms.
Lili is the managing director of the company, in charge of the investors’ relationship.
She is an expert in Luxembourg domiciled Fund and company structuring and she has overall experience in setting up and managing licensed corporations in Hong Kong.
Prior to Finex, her career has taken her through ING Luxembourg S.A. in the Finance Department and Finexis S.A. – a licensed Management Company and Alternative Investment Fund Manager as Relationship Officer for Asian and French Investors. During this time in Luxembourg, Lili gained and enriched her client relationship experience in public and private placement and asset management, mainly via investment funds (UCITS, SIF, SICAR, RAIFs etc).
As the pioneer of the Company, Lili moved to Hong Kong in 2017 to help the Luxembourg Group to establish Finex Hong Kong Limited and is currently and mainly responsible for the client relationship.
Lili has a Bachelor in French applied to finance and economics from Wuhan University of Technology, and she spent more than 6 years in Europe (France and Luxembourg). She obtained two Master Degrees overseas: one in Financial controls and audit from ESM-IAE Business School and the other in International Finance and Management from University of Lorraine.
Lili is a native Chinese speaker, fluent in French and English and has a professional level of Cantonese.