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Our Team

Founder and Senior Management

Jimmy Chan

Founder
CEO & managing Partner

Jimmy Chan is the Managing Partner of NTAM. He is responsible for overall NTAM management, business development, client relationship and portfolio management. Jimmy is veteran in FX option trading. Before joining NTAM, he was Managing Director in Aspenwood Capital, an asset management company licensed for SFC type 4 and type 9 regulated activities. His duties in Aspenwood included supervision of investment advisory to clients and client relationship management. Prior to that, he was Jade Director in HSBC, giving investment advisory to private clients and managing long-term relationship with them. Jimmy was the best High Net Worth Wealth Manager awarded from the Hong Kong Institute of Bankers in 2018. Jimmy holds Bachelor of Economics from Chinese University of Hong Kong and Bachelor of Law from University of London.

cathy lau

managing partner

Cathy Lau is the Managing Partner of NTAM. She is responsible for business development, client relationship and portfolio management. Before joining NTAM, she was Senior Director in HSBC. She has over 14 years of experience on client portfolio management, with expertise on Investment, Financial & Legacy planning. She has extensive network in banking and financial industry globally. She managed over USD 1 billion diverse portfolio, with high net worth clients from all over the world with the majority in China, Hong Kong and Asia. She also managed a team of Jade directors and was one of top performing team in the bank. Cathy holds Bachelor of Economics from Chinese University of Hong Kong

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andy choi

managing partner

Andy Choi is the Managing Partner of NTAM. He is responsible for client relationship and portfolio management. Before joining NTAM, Andy was Executive Director in HSBC and managed a team of Jade directors. He has over 11 years experience in Bank Industry, with expertise on Investment, portfolio management and Legacy planning. He managed over USD 1 billion diverse portfolio for high net worth clients with different nationality. Andy holds Master of commerce in finance from Deakin University in Australia.

henry cheung

managing partner

Henry Cheung is the Managing Partner of NTAM. He has been working in financial sector for over 22 years, ranging from brokerage dealing to financial planning and asset management. Prior to NTAM, Henry worked as Jade Director in HSBC. He managed high net worth clients in Hong Kong with diverse portfolios, providing investment and protection advisory. Before that, Henry also worked for several brokerage firms and responsible for providing tailor-made investment strategies and solutions to clients. Henry holds Bachelor of Business Administration in Finance from Hong Kong Baptist University.

Investment Team

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victor choi

chief investment officer

Victor Choi is the Chief Investment Officer of NTAM. He has been in the wealth management industry for over 20 years. He was one of the founding executives of Carret Private established in 2016 – a leading multi-family office in Asia. Prior to that, he spent most of his banking career working for Banque Indosuez between Year 2005 and 2015 in which he managed the Bank’s product and investment platform as the Head of Markets and Investment Solutions in Asia. He was also the Asia Head of FX Advisory team in his early years at the bank.During his early banking career, Mr. Choi was a Treasury Consultant with Citibank N.A and a proprietary FX Trader at Wachovia Bank N.A in both Hong Kong and the U.S.Victor is a CFA charter holder and is a graduate of Hong Kong University of Science and Technology with a Bachelor’s degree in Finance.

kevin chau

general manager & investment director

Kevin Chau is the Investment Director of NTAM. He is responsible for investment advisory and developing investment trading strategy. Before joining NTAM, Kevin worked in fixed income advisory team in Bank Julius Baer and Equity research team in Nomura where he acquired extensive knowledge in conducting fundamental investment research in both equities and fixed income space. Kevin was also an assistant trader in Aspenwood Capital Limited, an asset management company licensed for SFC type 4 and 9 regulated activities. His duties in Aspenwood included executing client orders in FX and FX options. He also had experience in providing investment advisory services to clients. Kevin holds Bachelor of Business Administration in Finance from HKUST.

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Partners

Ms. Maria Kwan

Partner

Maria Kwan is the Partner of NTAM. She has been working in the financial sector for the past 19 years in financial planning, insurance and investment consultancy, client relationship and asset management. Maria is veteran in portfolio management. Before joining NTAM, she was a Managing Director in Aspenwood Capital, an asset management company licensed for SFC type 4 and type 9 regulated activities. Her duties in Aspenwood included supervision of investment advisory to clients and client relationship management. Prior to that, she was a Jade Director in HSBC, giving insurance and investment advisory to private clients and managing long-term relationship with them. In The Outstanding Financial Planning Management Competition 2018, Maria won the Gold, Best Financial Planning Proposal and Best Presentation awarded from the Hong Kong Institute of Bankers. Maria holds a Bachelor degree of Accounting & Finance from University of Greenwich in United Kingdom and Association of Chartered Certified accountants qualifications.

Mr. Ki Wai Miu

Partner

Miu is the Partner of NTAM. He has been working in the financial sector for over 12 years. He is responsible for client relationship and portfolio management. Before joining NTAM, Miu was Jade director in HSBC. He has over 10 years of experience in high net worth client portfolio management, legacy planning and providing investment advisory. He is adept at managing portfolio for customers in China, HK and Taiwan. Miu holds Bachelor of Business Administration in Finance from Hong Kong Baptist University.

Ms. Gigi Chan

Partner

Gigi Chan is the Partner of NTAM. She is responsible for client relationship and portfolio management. Before joining NTAM, she was Jade Director in HSBC. She has over 15 years of experience in banking and financial industry. She managed senior managements from Global Banking and maintained strong relationship with key persons of listed corporations. Gigi holds Bachelor of Economics and Finance from the University of Hong Kong.

Mr. Roy Chan

Partner

Roy Chan is the Partner of NTAM. He is responsible for client relationship and portfolio management. Before joining NTAM, he was Jade Director in HSBC. He has over 12 years of banking and finance experience. He managed over USD 1 billion diverse portfolio, with high net worth clients from all over the world with the majority in China, Hong Kong and Asia. His duties were giving insurance and investment advisory to private clients and managing long-term relationship with them. Roy holds Master of Finance from City University of Hong Kong and Bachelor of Applied Finance from Macquarie University in Australia.

Ms. Kavinee Lo

Partner

Kavinee is the Partner of NTAM. She has been working in the financial sector for over 10 years. She is responsible for client relationship and portfolio management. Before joining NTAM, Kavinee was Jade Director in HSBC. She has over 10 years’ experience in managing high net worth client portfolio, providing legacy planning and investment advisory. She is adept at managing portfolio for customers in China, HK and Asia. Kavinee was one of the first round winners from The Outstanding Financial Planning Management Competition 2017. Kavinee hold a Master Degree in International Accounting and Finance from University of Birmingham and a Bachelor Degree in Law from University of London. She also has the Professional Certificate for ECF on Retail Wealth Management.

Mr. Samuel Lam

Partner

Samuel Lam is the Partner of NTAM. He is responsible for client relationship and portfolio management. Before joining NTAM, he was Senior Jade Director in HSBC. He has over 15 years of banking and finance experience, with expertise on investment, portfolio management and legacy planning. He managed over USD 15 billion diverse portfolio, with high net worth clients from all over the world with the majority in China, Hong Kong and Asia. His duties were giving insurance and investment advisory to private clients and managing long-term relationship with them. Samuel holds bachelor of Accounting from The Hong Kong Polytechnic University.

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Ms. Mon Tsoi

Partner

Mon Tsoi, Partner at NTAM, is an accomplished professional responsible for client relationship and portfolio management. With 17 years of experience in the financial sector, she has excelled in financial planning and asset management for both domestic and foreign banks. As the former Jade Director at HSBC, Mon brings over 10 years of expertise in client portfolio management, specializing in Investment, Financial, and Legacy planning. Her extensive global network within the banking and financial industry allows her to manage a diverse portfolio exceeding USD 1 billion, serving high net worth clients from around the world, with a primary focus on China, Hong Kong, and Asia. Mon's exceptional performance has earned her recognition as a top performer within her organization in 2016, as well as prestigious awards for Best Customer Service Jade Director and Best Collaboration with Private Bank awards for two consecutive years. Mon Tsoi is a trusted partner for clients seeking comprehensive financial solutions.

Ms. Angela Cheung

Partner

As a Partner at NTAM, Angela will be driving business development whilst managing multiple portfolios on behalf of her high net worth clients. Trained as a financial engineer, Angela has a unique approach to designing investment products that fit an everchanging and unpredictable world. Before joining NTAM, Angela managed a diverse USD 1 billion portfolio for clients based in Hong Kong, China and

South East Asia in her role as a Senior Jade Director at HSBC. Angela built her foundation in investment advising and legacy planning working as an international relationship manager for both Citibank and HSBC. Her knowledge of investment markets extends beyond Hong Kong, into North America and Europe. Angela graduated from Hong Kong University with a master degree in finance, majoring in financial engineering. Before that, she graduated from University of California, Los Angeles, majoring in Economics with Latin honor.

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Ms. Cherry Chan

Partner

Cherry Chan is the Partner of NTAM. She has been working in the financial sector for the past 16 years ranging from financial planning and asset management. Prior to NTAM, Cherry worked as Jade Director in HSBC to provide investment portfolio services, legacy planning and to build a long-term relationship with high net worth clients. Cherry was awarded Bronze prize with profession in managing High Net Worth customer portfolio from the Hong Kong Institute of Bankers in 2018.

Ms. Zoie Wong

Partner

Zoie Wong is the Partner of NTAM. She has been working in the banking sector for the past 16 years ranging from financial planning and asset management. Prior to NTAM, Zoie worked as Vice President in HSBC commercial banking to manage corporate relationships specializing in investment, financing and risk management. She managed a portfolio of

international corporate customers with provide comprehensive banking solutions.

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MR. Victor Li

Partner

Victor is the Partner of NTAM. He had been working in the financial sector for almost 20 years. He is responsible for client relationship and portfolio management. Before joining NTAM, Victor was Jade Cluster Manager in HSBC. He has over 10 years’ experience in managing high net worth client portfolio, providing legacy planning and investment advisory. Victor holds Bachelor of Economics from the Chinese University of Hong Kong.

Mr. Ivan Yeung

Partner

Ivan is the Partner of NTAM. He is responsible for client relationship and portfolio management with over 10 years experiences. Before joining NTAM, he was a private banker in a top tier world-known bank. He managed over USD 1 billion diverse portfolio, with high-net-worth clients from all over the world with the majority in China, Hong Kong and Asia. His duties were giving insurance and investment advisory to private clients and managing long-term relationship with them. Ivan holds a Master of Applied Finance degree and a Bachelor of Business Administration degree in Australia.

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Ms. Steffi Chan

Partner

Steffi is the Partner of NTAM. She is responsible for client relationship and portfolio management with over 10 years experiences. Before joining NTAM, she was a private banker in a top tier world-known bank. She managed over USD 1 billion diverse portfolio, with high-net-worth clients from all over the world with the majority in China, Hong Kong and Asia. She has over 10 years experience in client portfolio management, specializing in Investment, Insurance, Financial, and Legacy planning. Steffi holds Bachelor of Global Economics and Finance double major in Curtin University of Technology in Australia.

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