Our Team
Senior Management
Jimmy Chan
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
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.
Rae Zhang
Managing Partner, Executive President of Greater China
Rae Zhang is the Managing Partner and Executive President of Greater China. With over 12 years of experience in the banking industry, she has extensive expertise in areas such as asset preservation, wealth inheritance and cross-border asset allocation. She possesses profound knowledge in domestic and international large-amount insurance policies and family trust businesses.
She will be responsible for the Greater China business in Hong Kong and Singapore, assisting the Group President in formulating and adjusting the medium- to long-term development strategies and annual operational plans for the Greater China region, as well as overseeing their implementation and supervision. She will focus on expanding the asset management scale by acquiring new clients and deepening relationships with existing clients to achieve regional revenue growth and profit targets.
Prior to joining Nice Talent, Rae Zhang served as a Client Director at HSBC Jade. She managed a diversified investment portfolio exceeding RMB 5 billion, serving high-net-worth clients from the Greater China region. Rae was being named HSBC’s Global Circle of Excellence (COE) Champion (2020), honor of HSBC’s South Asia and China Regional Role Model ERM (2023) and earning seven consecutive nominations (2017–2023) for this prestigious performance award. The COE Award is the highest honor in HSBC Group's Personal Banking and Private Banking wealth management business.
Rae has received this prestigious award eight times, currently ranking first in HSBC China's individual historical records. Rae holds a Bachelor’s degree from Xiamen University and a Master's degree in International Economics from the Australian National University.
Emma Xing
Managing Partner, Singapore
Emma Xing is the Partner of NTAM. She has over 14 years of experience in banking and finance, specializing in portfolio management and asset succession planning. She will drive the business development, client relationships, and portfolio management, while also developing the China team. Simultaneously, a new office will be established in Singapore , she will serve as the CEO.
Before joining NTAM, Emma was the Branch Manager of HSBC Bank (China), where she managed a team of relationship managers, one of the top-performing teams in the bank. She has an extensive network in the global banking and finance industry. Emma holds a Master of Finance from Queen's University in Canada.
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.
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.
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.
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.
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.
Mr. Will Wong
Senior Partner
Mr. Will Wong as a senior partner at Nice Talent Asset Management, he specializes in delivering global asset allocation and wealth inheritance solutions for high-net-worth clients. Before assuming his current role, he spent over 20 years at HSBC Banking Group, where he held various positions, including Branch Manager, Director of private banking, and senior training manager for the Asia Pacific region. He managed a cross-departmental team of more than 50 individuals, spearheaded the development of customer service standards for private banking in Greater China, established a training curriculum and successfully nurtured over 100 wealth management professionals.
He is skilled at integrating the systematic management experience of international financial institutions with local needs, consistently adhering to the principles of and foresight-driven to assisting clients in achieving steady wealth appreciation even amidst complex economic cycles.
Investment Team
nelson ngan
HEAD OF INVESTMENT
Nelson Ngan is the Head of Investment in NTAM. He has over 20 years of experience in the financial industry. Before joining NTAM, Nelson spent almost 12 years at J.P. Morgan Private Bank, where he served as an Executive Director and Investment Specialist. He mainly provided portfolio management and investment advisory services to ultra high net worth clients. Prior to that, he worked in HSBC Private Bank as a FX Advisor. Nelson is a Chartered Financial Analyst (CFA) and holds a Bachelor of Economics from the Chinese University of Hong Kong.
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.