Mr. Chris Tse, CFP®


Institute of Financial Planners of Hong Kong

Mr. Chris Tse is currently the Head of Greater China Institutional Business at Mirae Asset Global Investments. He is a subject matter expert in designing and offering index/ESG solutions to the investment community throughout his tenure as an Asia regional leader with top 3 global index/ESG data providers.

Before switching his career to index industry, Chris held senior positions at Credit Agricole Asset Management (nowadays Amundi), Franklin Templeton Investments and Manulife where he worked in various areas including fund distribution, investment advisory as well as product management and training.

Mr. Tse acquired two Master degrees from the University of Warwick and Hong Kong University of Science and Technology. He is also a CFP certificant and CFA charterholder.

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.

Ms. Cynthia Hui

Acting Chief Operating Officer / Executive Director (Members)

Mandatory Provident Fund Schemes Authority

Ms. Cynthia Hui is Acting Chief Operating Officer and Executive Director (Members) of the Mandatory Provident Fund Schemes Authority.  From 2008 to 2014, Ms. Hui led the Supervision Division to supervise trustees and intermediaries in the Mandatory Provident Fund (MPF) industry.  Thereafter, she assumed responsibilities in protecting the interests of MPF scheme members, as well as instigating and overseeing the project to develop an eMPF Platform to standardize, streamline and automate MPF scheme administration processes.  Upon taking up the role of Acting Chief Operating Officer in July 2022, she becomes responsible for all the above areas.

By profession, 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.

Ms. Crystal Chan

Head of Investment Specialist

Principal Hong Kong

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. Anthony Cheung

Vice Chairperson & Convenor of Green Finance

Friends of the Earth (HK)

Mr. Anthony Cheung is a Visiting Fellow focusing on carbon market & decarbonization research at University of Hamburg. He actively advocates climate governance best practice; and acts as INED and Chair of ESG Committee for a Hong Kong Exchange listed company.

Mr. Cheung was the first in Asia who attained the Certified ESG Analyst (CESGA®) designation. He holds various industry positions including Stakeholder Council Member of the Global Reporting Initiatives (GRI) and the Green and Sustainable Insurance Working Group Co-chair, Hong Kong Green Finance Association (HKGFA).

Mr. Cheung has advised and provided support to NGO boards in different capacities, and is currently Vice Chairman of Friends of the Earth (Hong Kong) and a member of Finance, Risk and Audit Committee (FRAC) of Oxfam Hong Kong. Apart from leading trainings for various professional bodies including the HKIoD, HKICPA and CPA Australia, Anthony is regularly invited to speak about the importance of green investing and sustainability governance best practice for company performance and investment decisions in conferences and workshops.

Mr. Victor Cheung

Director and ETF Investment Strategist

Global X ETFs

Mr. Victor Cheung is a Director and ETF Investment Strategist at Global X ETFs. In this role, he is responsible for crafting investment strategy, leading research on sustainable investing and thematic investing, and driving market penetration. Prior to joining Global X ETFs, Mr. Cheung held various positions in the financial industry, including equity portfolio manager, ETF product specialist, and investment consultant, with more than a decade of international experience in London, Shanghai, and Hong Kong.

Mr. Cheung holds a bachelor’s degree in Actuarial Science from the University of Illinois, Urbana Champaign. He is Chartered Financial Analyst (CFA), Associate of the Society of Actuaries (ASA), and Certificate Holder of ESG Investing issued by CFA Institute.

Mr. Kennedy Ho, CFP®

Vice President

IPG Howden

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

Head of Policy Research and Carbon Market Governance


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).

Mr. Ray Lee, CFP®

Board Member

Institute of Financial Planners of Hong Kong

Mr. Ray Lee has been working in financial service industry over 15 years with solid experience in wealth management. He is currently Vice President at iFast Global Market (HK) Limited. In the meantime, he is the columnist in Hong Kong Economic Journal and Ming Pao and the author of three best-selling personal financial planning books.

Dr. Li Shun Cheong

Consultant, Pro Health Polyclinic

Clinical Tutor, Faculty of Medicine, The Chinese University of Hong Kong

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. Lawrence Lui


Longevity Design House

Mr. Lawrence Lui is the co-founder of Longevity Design House and Longevity Technology . The former is the Hong Kong’s first design house specializing in home renovation and maintenance for the elderly while the latter focuses on e-health system. Since 2015, both ventures have served thousands of elderly households in Hong Kong and Macau framing a new service eco-system for a better aging at home experience.

In addition, Mr. Lui has a decade of experience in education philanthropy and public relations.  As an enthusiast in volunteering, he is passionate about promoting social entrepreneurship and age-friendly city in Hong Kong. Currently, he is a board member of Fullness Social Enterprises Society and Golden Age Foundation.

Mr. Lui holds a Bachelor’s Degree of Social Science majored in Public Relations and Advertising from Hong Kong Baptist University and the EMBA at The Chinese University of Hong Kong. He also completed the non-profit executive education program at Harvard Business School.

Mr. Simon Ng

Managing Director of CrediTrust Fiduciary Group

Senior Partner of Consortium Family Office Limited

Mr. Simon Ng has over 25 years of experience in tax and trust practices. He joined Consortium Family Office Limited in 2017 and he is also the Managing Director of CrediTrust Fiduciary Group.

He was previously the Head of Wealth Planning of BSI Hong Kong, Regional Head of International Estate Planning of ABN AMRO Asia and Senior Trust Adviser at Credit Suisse Hong Kong. He has been held various positions at Deloitte Touche Tohmatsu, Horwath/Intertrust and Ernst & Young, advising on Canadian, Hong Kong, UK & US tax and trust matters.

Mr. Ng is a qualified tax accountant. He holds a degree in Accountancy and Taxation, a Law Degree and a Master of Arbitration and Dispute Resolution. He is an accredited Mediator and Arbitrator of the Hong Kong Institute of Arbitrators and a member of AICPA, HKICPA and STEP.

Mr. Paul Pong, CFP®

Vice Chairman (Development)

Institute of Financial Planners of Hong Kong

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.

Dr. David Pun, CTA, CFP®

Principal Consultant

Acuvisions Corporate Strategy Ltd

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, CFP®

Managing Director of Family Office

Shenning Investments Pte Ltd

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.

Dr. Keith Yu, CFP®

Board Member

Institute of Financial Planners of Hong Kong

Dr. Keith Yu is the Founder and CEO of Elitrix Wealth Management Limited that incorporates Sustainability and ESG strategies into the entire financial planning and business practices. He held numerous senior management positions in local and multinational listed financial institutions in his 18-year finance career. He has been awarded as “Citizen Volunteer in Financial Education” by IFPHK for consecutive years and invited recently by Metro Radio to host two live financial programs, namely, “Happy CFO” and “Get More from Life”.

Dr. Yu obtained his BSc (1st Hons) degree in Environmental Science and Management, and a Ph.D degree in Environmental Biotechnology from the City University of Hong Kong. He is a Certified ESG Analyst (CESGA) and holds an Executive Certificate in Leading Sustainable Corporations Program from the University of Oxford.