With over 25 years of experience in investment banking, family offices, and auditing, Cliff has consistently demonstrated exceptional leadership and expertise in managing complex financial landscapes. A former Executive Director at J.P. Morgan’s Investment Banking Division and past President of CPA Australia’s Greater China Division, he is a seasoned professional with a proven track record in investment and wealth management.
Cliff’s career is defined by a unique blend of technical acumen, strategic foresight, and a deep commitment to delivering value. He has successfully managed diverse responsibilities, including identifying investment opportunities, conducting due diligence, and designing tailored business terms. As Chief Investment Officer, he maintains a sharp focus on macroeconomic trends, ensuring that strategies remain adaptable and effective in ever-changing markets.
Throughout his career, Cliff has led landmark projects that have left a lasting impact. At J.P. Morgan, he spearheaded the IPO of Chow Tai Fook Jewellery, raising USD 2 billion—a testament to his ability to navigate high-stakes financial transactions. More recently, he has been active in private credit investments, directing over HKD 4 billion in 2024 alone. His leadership extends beyond finance, as evidenced by his role in driving stable annual investment returns exceeding 10%, creating sustained value for clients and stakeholders alike.
His reputation as a thought leader is further cemented by frequent appearances in major media outlets such as the South China Morning Post and Economic Times, where he shares insights on family office strategies in Hong Kong. His expertise in private credit, combined with his comprehensive understanding of Hong Kong’s IPO landscape, positions him as a trusted advisor to high-net-worth individuals and institutional clients.
Cliff approaches his work with professionalism, dedication, and efficiency. He believes in understanding clients' needs at both surface and deeper levels, crafting bespoke solutions that are as practical as they are innovative. This client-centric philosophy, combined with his ability to foster trust and collaboration, has earned him widespread respect among clients, partners, and colleagues.
As a CFA and FCPA holder with an MBA from the University of Chicago Booth School of Business, Cliff brings both academic rigor and practical expertise to his roles. His tenure as President of CPA Australia’s Greater China Division underscores his commitment to advancing the profession and fostering excellence within the industry.
Beyond his technical achievements, Cliff is a visionary who sees his role as a "super connector" and "value creator," bridging opportunities for international growth and development. His ability to balance strategic oversight with hands-on leadership makes him an invaluable asset to any team or organization he is part of.
Whether leading a complex IPO, designing tailored investment strategies, or mentoring future leaders, Cliff is driven by a singular mission: to help clients achieve asset growth, secure wealth for future generations, and manage risks effectively. His unwavering dedication to excellence and innovation continues to shape his career, inspiring those around him and setting new benchmarks for success in the investment and wealth management industry.