

XinXi brings together seasoned financial professionals with an average of over 20 years of experience, possessing exceptional strategic investment insight and risk control capabilities, and a deep understanding of regulatory and compliance requirements in Asian and global markets.
Our management team maintains deep collaborations with numerous top-tier private banks and financial institutions worldwide and has been repeatedly recognized with international awards. With technological vision and succession wisdom, we will ensure your family legacy progresses steadily and endures through the journey ahead, passing on the torch from generation to generation.
Meet The Team

Marcus Wong
Founder
Chairman
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Honorary Doctorate Doctor of Philosophy in Business Administration - Lincoln University College
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World's Outstanding Chinese
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Heir to the world's largest insurance agency company
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Founder of Round Table Family, AIA Hong Kong
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Premier Senior District Director and head of sixteen regional divisions-AIA International Limited
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Former Director of Yan Chai Hospital and Yan Oi Tong
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Honorary columnist for the Wealth Magazine Family Office Column
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Forbes Global Confederation of Finance - Platinum Member

Joel Tan
Founder
Chief Executive Officer (CEO)
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With senior management experience cross Hong Kong, Singapore, and China, specializing in cross-industry strategic leadership.
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Continuously exceeded performance targets at Standard Chartered Bank North Asia and was awarded the top treasury award.
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Hanvos Group has spearheaded numerous large-scale real estate projects, achieving cumulative sales exceeding 50 billion yuan, and has successfully expanded into the medical and education sectors.
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The 5th Guangdong-Hong Kong-Macao Greater Bay Area Outstanding Young Entrepreneur.

Robert Wang
Vice Chairman
Possesses cross-sector investment and asset management experience, covering real estate development, commercial real estate, and restaurant brands.
Leading over 30 high-end construction projects, possessing capabilities in large-scale project financial planning and risk management.
Successfully operating a diversified business portfolio to achieve asset appreciation and stable cash flow.
Familiar with startup and business expansion strategies, able to provide growth and exit guidance for new projects.

Charles Chen
Vice Chairman
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Vice President of the Shenzhen Chaoshan Youth Chamber of Commerce, leading in industrial operations, fintech, real estate, and asset management.
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Manages nearly HKD 10 billion in assets, bridging technology innovation with wealth succession for high-net-worth families.
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Chairman of Yifang Zhigu Holdings Group, Paiyapai Technology, and Vice Chairman of Yuantai Industrial; formerly with HK-listed ASM Pacific.
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Active in public affairs as VP of the Nanshan Federation of Industry & Commerce and Executive VP of the Shenzhen Chaoshan Chamber of Commerce.

Jonathan Chan
Chief Financial Officer (CFO)
A Hong Kong registered accountant with over ten years of investment banking and auditing experience, specializing in Hong Kong stock listings and mergers and acquisitions.
He spearheaded several corporate financing deals, including the reverse takeover of Zhongcheng Energy and the full takeover offer for Boardwin Resources.
Successfully advanced the Hong Kong IPO projects of companies such as Xingye Property Management and Aoyuan Healthy Life.
Having audited numerous listed companies for firms such as PricewaterhouseCoopers and Johns Hopkins, he possesses extensive practical experience in financial matters.

Janny Lam
Executive Director
Possesses extensive management experience in Hong Kong financial enterprises, having served in the management teams of several asset management companies.
With over 15 years of wealth management experience, serving as a senior client manager in securities firms and several well-known banks, I have achieved outstanding results.
Focusing on wealth management, investment strategy, fund establishment and operation.

Morris Yeung
Head of Wealth
With 13 years of experience in international banking and asset management, I am proficient in investment strategies and risk management.
The leadership team manages over $1.5 billion in assets, driving the company's business growth.
Globalization and optimization of asset management business will enhance the company's influence.

Stephen Mak
Head of Operations
With over ten years of experience managing multinational financial and engineering projects, I am proficient in establishing compliant and efficient end-to-end operational systems and risk monitoring frameworks for financial institutions.
Specializes in leading digital transformation of operations, and has successfully designed and implemented electronic project management systems and standard operating procedures, significantly improving operational efficiency and service quality.
Skilled at integrating cross-departmental resources and cultivating high-performing teams, we lay a solid and sustainable operational foundation for our business through KPI setting, process optimization, and internal training.

Lily Pang
Chief Communication Officer
• Co-Founder and Director of RT Management Limited, bringing over 30 years of experience in corporate communications and public relations.
• Previously served as the Executive General Manager of HK Wen Wei Po International PR Consultant Company Limited and holds a B.S. Degree in International Business from San Francisco State University.
• Actively participating in community services, including serving as a member of the Nanning, Guangxi Municipal Committee of the CPPCC.

Dr. James Huang
Principal Artistic Consultant
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World class oboist
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Royal College of Music Honorary Member
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London Philharmonic Orchestra international board founding member
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Paris Rachmaninoff Conservatory Head of China

Fiona Song
Brand & Marketing - Assistant Vice President
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Master of Journalism, HKU; B.S. Communications and Film, NYU.
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Skilled at using multimedia narratives and cross-cultural insights to infuse wealth management with a humanistic perspective and deepen brand emotional connections.
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Experience spanning media, art curation and auction houses, and the film and television industry, excels at understanding the needs of high-net-worth clients and providing consultation.
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Familiar with multiple languages and cultures, using innovative technological thinking to connect traditional and contemporary communication contexts.

Carson Lam
Operations - Assistant Vice President
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B.S. Economics and Finance, HKUST; majoring in corporate finance, investment analysis, and data analysis, possessing a solid foundation in financial theory and an international perspective.
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Proficient in using tools such as Bloomberg, Python and Oracle Smartview for financial data analysis and visualization, and possesses practical experience in cross-departmental collaboration and system process optimization.