Our Team

Leadership & Expertise

Our business team graduated from top global universities and are familiar with cross-border wealth allocation and capital operations. Our leadership combines decades of experience from leading investment banks, private equity funds, and professional services firms.

Leadership Team

Bryan Yuen 袁德晋

Founder & Chairman

15+ years of experience

Education

Yale University

Previous Experience

UBS, CVCI, EQT

Co-founder of China-Hong Kong medical service institutions and Asia Cross-border Family Office. Graduated from Yale University. Former experience at UBS Investment Banking Division (leading global investment bank and private bank), CVCI (leading Chinese private equity fund), and EQT (world's fourth-largest private equity fund).

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Jackal Lau 刘珈兆

Founder & Chief Executive Officer

10+ years of experience

Education

University of Nottingham

Previous Experience

Investment Bank ECM, PwC

Co-founder of China-Hong Kong medical service institutions and Asia Cross-border Family Office. Graduated from University of Nottingham. 3 years of experience in foreign investment bank equity capital markets, 2 years at PwC (Big Four accounting firm) in audit and consulting. Senior member of CPA Australia.

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Team Background

Our team members have held positions at world-class institutions including UBS, EQT, CVCI, PwC, and leading consulting firms, bringing unparalleled expertise in investment banking, private equity, wealth management, and professional services.

Professional Experience