

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

Chairman
Dr. Marcus Wong
Honorary Doctor
World's Outstanding Chinese
Heir to the world's largest insurance agency company
Founder of AIA (Hong Kong)'s "Roundtable Family" and head of sixteen regional divisions.
Former president of Renaissance Hospital
Honorary columnist for the family office of "Smart Wealth" magazine.
Forbes Global Confederation of Finance - Platinum Member

Vice Chairman
Robert Wang
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.

Founder
Chief Executive Officer (CEO)
Joel Tan
With senior management experience in Hong Kong, Singapore, and China, specializing in cross-industry strategic leadership.
Continuously exceeded performance targets at Standard Chartered Bank North Asia and was awarded the top treasury award.
Hanworth 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.
The 5th Guangdong-Hong Kong-Macao Greater Bay Area Entrepreneurs Alliance Outstanding Young Entrepreneurs

Chief Financial Officer (CFO)
Jonathan Chan
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.

Chief Investment Officer (CIO)
Mike Sun
The major covers data science, algorithm development and system architecture design
Previously worked as a quantitative trader at Barclays investment bank in London, responsible for options trading and risk model development.
Independently developed a highly scalable, low-latency big data processing and machine learning (LSTM, CNN, GRU, etc.) system based on PyTorch and Spark, which has been commercially deployed.
Takagi Learning co-founder, responsible for algorithm system architecture design and development; the project is currently valued at 900 million.

Executive Director
Janny Lam
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.

Founder
Head of Wealth
Morris Yeung
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.

Founder
Head of Operations
Stephen Mak
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.

Brand & Marketing - Assistant Vice President
Fiona Song
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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.

Operations - Assistant Vice President
Carson Lam
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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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Interned at several banks, skilled in data analysis and accumulated extensive practical experience in financial operations.
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Proficient in using tools such as Bloomberg, Python, Excel, and Oracle Smartview for financial data analysis and visualization, and possesses practical experience in cross-departmental collaboration and system process optimization.