Our Team

Investment Consultant Team

IC team

Pasu Yip, CPWP

Founder & CEO

 

Mr. Yip majored in Finance and Management in University with a Certified Private Wealth Management (CPWP) qualification. He started his career as a Management Trainee at Bank of China (Hong Kong) and has worked in various departments within the Bank. He eventually chose to develop his career as Senior Investment Consultant in the private banking division. Mr. Yip has extensive knowledge and experience in various types of financial assets, including foreign exchange, bonds, equities, precious metals, futures and derivatives. In the past, he has served over 200 high net worth individual clients and managed over $ 2 billion assets.