Founder and Senior Management
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 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
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 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.
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.
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.
Ankie Wong is the investment director of NTAM. She is responsible for investment advisory, portfolio management and investment trading strategy. Ankie has over 10 years of experience working for client portfolio and relationship management. Before joining to NTAM, she worked as relationship manager taking care of high-net-worth client portfolio including investment advisory and portfolio management in SCB and HSBC. She was investment consultant in DBS for formulating investment strategy and portfolio allocation to clients. Ankie has an MBA from the Chinese University of Hong Kong.