Our Core Team
DAVID LAU
CFA Charter Holder with over 15 years of experience in Private Wealth Management (PWM) and Equity Research at top investment banks, including CLSA, HSBC, Morgan Stanley and UBS, in Los Angeles, Hong Kong and Shanghai.
Extensive and excellent private client servicing experience in Hong Kong, China and US, and was awarded by MFS, a Boston based mutual fund, for his achievement of professional services.
B.S. degree in Business Finance at University of Southern California.
SAMANTHA WANG
Former acclaimed journalist with extensive knowledge of media relations, crisis management, deal advisory (including M&A, IPO, spin-offs and privatization), as well as event management, also an expert in media training.
7 years of experience in an renowned international PR agency providing IR and PR strategies for industries like TMT, infrastructure, retail, banking, investment and natural resources.
Bachelor of Journalism degree from the University of Hong Kong with double major in Journalism and Finance.
SANDY LAM
Years of experience in financial PR/IR to work for both large and small capitalization listed companies and listed companies in different fields, including natural resources, retail, food processing, investment, entertainment, medicine and TMT etc.
Extensive client servicing experience in both local and international PR agencies
Bachelor of Arts degree (Journalism & Communication) in Hong Kong Shue Yan University
ANNI LI
Years of experience in financial PR/IR to work with listed companies in different fields, including financial businesses, energy, constructions, retail, medicine and TMT etc.
Providing advices on IPO and M&A, press relations, investor relations, risk management and content marketing
Master of Arts degree (Journalism) in Hong Kong Baptist University, also holding an IR certificate from Investor Relations Association in UK
Proficient in English, Mandarin and Cantonese, intermediate in German