Jimmy Chan is the Managing Partner of NTAM. He is responsible for overall NTAM management, business development, client relationship and portfolio management. Jimmy is a 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 awarded Best High Net Worth Wealth Manager by the Hong Kong Institute of Bankers in 2018. Jimmy holds a Bachelor of Economics from the Chinese University of Hong Kong and a Bachelor of Laws from the University of London.

Cathy Lau is the CEO, Greater China & 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 a diverse portfolio of over USD 1 billion, 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 the top-performing teams in the bank. Cathy holds a Bachelor of Economics from the 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 the banking industry, with expertise on Investment, portfolio management and Legacy planning. He managed a diverse portfolio of over USD 1 billion for high net worth clients of different nationalities. Andy holds a Master of Commerce in Finance from Deakin University in Australia.

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 named HSBC’s Global Circle of Excellence (COE) Champion (2020), was honored as HSBC’s South Asia and China Regional Role Model ERM (2023), and earned 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 is a 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, where she will serve as 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.

Gigi Chan is CEO, Dubai UAE of NTAM. She is responsible for client relationship and portfolio management. Before joining NTAM, she was Jade Director in HSBC. She has over 20 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.

Cherry Chan is a Senior Partner of NTAM. She has been working in the financial sector for the past 16 years ranging from financial planning to 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 the Bronze Prize for excellence in managing high net worth client portfolios by the Hong Kong Institute of Bankers in 2018.

Ivan is a Senior Partner of NTAM. He is responsible for client relationship and portfolio management with over 10 years' experience. Before joining NTAM, he was a private banker in a top-tier international bank. He managed a diverse portfolio of over USD 1 billion, 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.

Kavinee is a Senior 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 of the Outstanding Financial Management Planner Awards 2017. Kavinee holds a Master's degree in International Accounting and Finance from the University of Birmingham and a Bachelor's degree in Law from the University of London. She also has the Professional Certificate for ECF on Retail Wealth Management.

Miu is a Senior 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.

Maria Kwan is a Senior 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 Management Planner Awards 2018, Maria won the Gold, Best Financial Planning Proposal and Best Presentation awards 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.

Mei Chi is a Senior Partner of NTAM. She has been working in the financial sector for over 11 years. She is responsible for client relationship and portfolio management. Before joining NTAM, Mei Chi was Relationship Manager in HSBC. She has over 10 years of experience in high net worth client portfolio management, legacy planning and providing investment advisory. She is adept at managing portfolio for customers in China, HK and Taiwan. Mei Chi holds Bachelor of Business Administration in Finance from University of Portsmouth.

Mon Tsoi, Senior 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.

Roy Chan is a Senior 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 a diverse portfolio of over USD 1 billion, 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.

Samuel Lam is a Senior 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 a diverse portfolio of over USD 15 billion, 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 a Bachelor of Accounting from The Hong Kong Polytechnic University.

Victor is a Senior 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. Will Wong is 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 professional, foresight-driven principles to assist clients in achieving steady wealth appreciation even amidst complex economic cycles.

Zoie Wong is a Senior Partner of NTAM. She has been working in the banking sector for the past 16 years ranging from financial planning to 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, providing comprehensive banking solutions.

Mr. Kelvin Yip is a Partner at NTAM, possessing SFC Type 1 (Dealing in Securities), Type 4 (Advising on Securities) and Type 9 (Asset Management) licenses and bringing over 16 years of extensive experience in asset management. He specializes in providing comprehensive wealth management solutions to clients across Hong Kong and Mainland China, encompassing fund investments, securities trading, insurance planning and family succession.

Mr. Yip has established a strong track record in developing and maintaining long-term relationships with high-net-worth clients while delivering tailored wealth management solutions that align with their financial objectives.

Kelvin is a Certified Associate Financial Planner (AFP) and holds a Bachelor of Business Management from the University of Northumbria at Newcastle. Also, he is appointed as a Committee Member of the Chinese People’s Political Consultative Conference (CPPCC) of Fengxian District, Shanghai.

Mrs. Monique Yeung has over eighteen years of distinguished experience in asset management, with a career spanning across top global foreign banks. She has held key roles as Relationship Manager at international financial institutions including Standard Chartered Bank, Citibank, and HSBC. During her tenure, she provided cross-border wealth management advisory services to numerous high-net-worth clients, specializing in diversified asset allocation strategies covering insurance planning, bank financial products and fund portfolio management.

In 2016, she was invited to join the elite team at AIA Insurance, specializing in strategic expansion of the high-net-worth client market across Greater China. With her deep expertise in the financial industry and keen client insights, her service model is renowned for demand-driven wealth management. She excels in utilizing structured financial instruments to tailor asset protection solutions for clients, leveraging various currency strategies and low borrowing costs to secure stable interest spreads from low-risk insurance products.

Her team implements rigorous risk control measures to help clients achieve steady wealth growth.

Ole Yeung is a Partner of NTAM. She is responsible for client relationship and portfolio management.

Before joining NTAM, she was Executive Director of HSBC Jade. She has over 20 years of banking and finance experience. She managed a diverse portfolio of over USD 1 billion, with high-net-worth clients from all over the world with the majority in China, Hong Kong and Asia. Her duties were giving insurance and investment advisory to private clients and managing long-term relationships with them. She also managed a team of Jade Directors and was one of the top performing teams at the bank.

Ole was awarded the Freshman Prize Award from the Hong Kong Institute of Bankers in 2001, the Distinguished Trusted Advisor Award from HSBC in 2013, the Customers at the Heart Award from HSBC in 2016 and the Top Performer Award from HSBC in 2018.

Ole is a Certified Financial Planner (CFP®), holds a BBA (Hons) in Tourism Management from The Hong Kong Polytechnic University, a Postgraduate Diploma in Marketing from HKU SPACE, and Institut Européen d'Administration des Affaires (INSEAD) Executive Certificates in Client Communication and Engagement Excellence and in Client Investment Theory and Strategies.

Steffi is a Partner of NTAM. She is responsible for client relationship and portfolio management with over 10 years' experience. Before joining NTAM, she was a private banker in a top-tier international bank. She managed a diverse portfolio of over USD 1 billion, 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 at Curtin University of Technology in Australia.

Nelson Ngan is a Senior Partner and 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 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 is the General Manager & 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.

Nathan Wong serves as the Assistant General Manager and Senior Investment Manager at NTAM, where he has been one of the key contributors to the firm’s success over the past 5 years. He oversees the company's end-to-end External Asset Management (EAM) business and reports directly to the CEO and General Manager. In addition to his executive leadership, Nathan provides discretionary portfolio management services and leads internal product training for partners and staff. Nathan is a specialist in strategic asset allocation, navigating complex markets across multiple asset classes including FX and alternatives. Nathan holds a Bachelor of Accounting and Finance from Lancaster University.