Members of our investment committee


Daniel P.M. Jim, CFA | CIO

24-year veteran in the asset management industry, Daniel started off his career in Europe with Nomura International in the early ninties and has been instrumental in the first ever Chinese equity investments of major European institutions, from mutual funds, insurances to sovereign wealth funds. Daniel subsequently founded Tripod Management in 1999, focusing in alternative investment strategies. Over the years, Daniel has established himself as one of the pioneers in hedge fund investing in Asia, allocated to over 100 hedge funds globally and in the region. Daniel earned his Bachelor and Master degrees at the Chinese University of Hong Kong and SDA Bocconi in Milan, Italy respectively upon graduating from St. Joseph’s College in Hong Kong.


Derek M.F. Chan | Advisor

30-year veteran in the Asian financial markets. Held various senior positions at major financial institutions in London and Hong Kong, including Hoare Govett, Robert Fleming, Jardine Fleming and Nomura International, and has extensive working relationships with top Asian specialist fund managers in Europe and Hong Kong. Derek has a BA degree from Whittier College, USA.


Maggie Ng | CEO

Maggie has close to 20 years of banking experience and held various senior positions in both business and risk management at Citibank. Maggie most recently served as the Asia and EMEA Head of Unsecured Lending at Citibank N.A. Prior to that, she headed credit card and unsecured lending businesses at Citibank Hong Kong. In addition to a broad geographic business experience, Maggie also gained extensive risk management knowledge as Chief Risk Officer for Citibank Hong Kong. Prior to Citibank, Maggie held senior positions at Ernst & Young (Australia) and Broken Hill Proprietary (HK) Ltd.



Supported by


Robert Cheung | COO

Robert has over 14 years of finance and business development experience in building global operations and financial platforms. Before joining FinEX Asia, Robert spent more than 3 years at Redwood Peak as Partner, Chief Operating Officer and Risk Manager and was instrumental in the firm’s spin-off from Chilton Investment Company. Prior to Redwood Peak, Robert spent 10 years with Barclays across a number of global locations, most recently as Head of Asia Prime Services Risk.Robert also worked at PricewaterhouseCoopers in the Investment Funds Group before joining Barclays. Robert received a Master of Engineering degree from Imperial College London specialising in Aerospace Materials Engineering and an Executive M.B.A. from Kellogg-HKUST.


Phyllis Xu | General Counsel

Phyllis has more than 15 years’ legal experience in mergers and acquisitions, financing, alternative investment, private equity and asset management. She is a dual-qualified lawyer and has practiced in Shanghai and Hong Kong for years, advising clients across the U.S., Europe and Asia Pacific.Prior to joining FinEX Asia, she was with the group legal team of Jardines, the cross-listed Hong Kong conglomerate. Earlier in her career, she was the Asia Pacific General Counsel of a multi-national entity, senior lawyer at DLA Piper, Jones Day, as well as other reputable international law firms. She has led landmark cross-border mergers and acquisitions, project financing, public company takeovers and leveraged buy-outs exceeding the value of US$10 billion.


Greta Kwong | CAO

Greta started her banking and finance career in 1995 holding various administrative and client servicing roles in reputable foreign investment banks, including UBS, ING Barings and Merrill Lynch. She then transitioned into a HR Generalist role in 2006 with AIG. Greta has over 11 years of HR business partnering experience in small- to mid-size organisations providing strategic leadership to senior managers in startups and fast-growing organisations. Her experience includes talent acquisition and management, training, career development, employee relations as well as HR shared services operations across Greater China, Japan, Singapore and India. Her in-depth banking knowledge and experience makes her expertise highly transferable to many industries.