Why MA Financial Group
Chinese New Year Greeting from MA Financial Group
Hong Kong Office
MA Financial Group Sydney Office
Alan is responsible for the company’s business in Greater China.
Alan has over 30 years’ experience.
Alan was the Minister Commercial and Senior Trade Commissioner at the Australian Embassy in Beijing and the Principal of Intercedent - a business in China advising on inbound and outbound investments.
Alan was an Aussie Rules Football player with the Essendon and Geelong teams.
Alan is a Juris LLB graduate from the University of Western Australia.
Alan is fluent in English and Mandarin.
Director and responsible officer
Enda is an Asset Management specialist and has over 21 years’ experience in investment banking and asset management.
Enda has been with MA Asset Management since its inception and has extensive experience of the SIV program as well as asset management experience in the real estate, private equity and other sectors.
He has worked in the Significant Investor Visa (SIV) program since its inception and regularly presents at industry events and webinars on the topic of the SIV. He also sits on the SIV sub-committee of the Financial Services Council (FSC).
Enda has previously worked for Morgan Stanley, J.P. Morgan, Macquarie Bank and ING Real Estate Investment Management in London and Sydney.
Enda has a first-class honours degree in Business Studies and French (majoring in Economics and Finance).
Alice Tang is the Chief Operating Officer of MA Financial Group Asset Management and is responsible for setting and managing the operations for the asset management division. This includes overseeing corporate governance, funds management operations, client services and the technology platform.
Alice was previously at the Macquarie Group for 16 years working across transaction execution, operations and risk management in funds management, investment banking, retail banking and equity investments.
Alice holds a Bachelor of Commerce (Co-Op) from the University of New South Wales and MBA (Executive) from the Australian Graduate School of Management, and is member of Chartered Accountants Australia and New Zealand and a Graduate of the Australian Institute of Company Directors.
Executive Director and Licensed Representative
Jimmy is an Executive Director at MA Financial Group and is responsible for client services, fund marketing and business development.
Jimmy has over 10 years’ experience in the private wealth and the wealth management sector, managing client relationships and servicing Ultra High Net Worth clients by providing financial advice on managed funds, bonds, investment and SIV products.
Prior to joining MA Financial Group, Jimmy held the senior position at International Financial Institutions like HSBC, Standard Charted and OCBC Bank.
Jimmy holds a Bachelor of Economics from the City University of Hong Kong.
He is fluent in English, Cantonese, Mandarin and the Shanghai dialect.
Client Director and Licensed Representative
Catherine has over ten years' experience in financial services including investment banking and asset management and servicing high net worth and institutional investors.
She previously worked in Investor Relations for an Australian Property Fund Manager and was involved in the fund raising for multiple property developments in Australia, she also worked as analyst at a large Chinese Investment Bank underwriting private placement bonds for major property developers.
Catherine holds a Bachelor of Information System Management from Beijing Language and Cultural University, a Master's Degree in Finance from EDHEC Business School in France and Master's Degree in Business Administration from Chinese University of Hong Kong.
Catherine is fluent in English and Mandarin.
Client Director and Licensed Representative
Tim was appointed as Client Director and is responsible for providing investment advice to high net worth clients, distribution channels development and fund marketing.
Tim joined MA Financial Group bringing along over 10 years of experience in private wealth management, asset management and credit analytics.
He was previously working in a Multi-family office, where Tim was responsible for the firm’s discretionary portfolios and investment advisory for UHNWs and institutional clients. Prior to that, Tim was a consultant for a credit related fintech start-up in Hong Kong. Previously, Tim was a Private banker with Nomura International and Citibank.
Tim graduated from the University of Reading with a bachelor degree in Consumer Behaviour and Marketing.
Tim speaks fluent English, Cantonese and Mandarin.
Teresa is the General Manager of MA Asset Management and has primary responsibility for the oversight of regulated activities in Hong Kong.
Teresa previously worked at Ernst & Young and PricewaterhouseCoopers (Hong Kong) for over 15 years as a tax consultancy services professional. She advised senior executives and their companies on US and Hong Kong tax issues. Prior to joining MA Financial Group, she worked at the Hong Kong office of the RHB Group, her clients included institutional clients and high net worth individuals.
Teresa holds a Bachelor of Commerce, majoring in Accounting and Finance, from University of Auckland, New Zealand and a Master Degree in Business Administration from the University of Bradford in the UK. She is a Chartered Accountant and a member of Chartered Accountant Australia & New Zealand and The Hong Kong Institute of Certified Public Accountant.
Teresa is fluent in English and Cantonese.
Denise is a Distribution Director at MA Asset Management and is responsible for fund distribution and business development.
Denise has over 10 years’ experience across extensive functions in private banking and wealth management. Prior to joining MA Financial Group, Denise was a fund specialist for product development and provided investment fund solutions for HNW clients at Haitong International. Prior to that, she was at Investment Services of BNP Paribas Wealth Management, working closely with CIO and product teams for comprehensive wealth management investment strategy and product marketing in APAC.
Denise holds a Bachelor degree of Arts from the University of Hong Kong (major in Geography and minor in Economics), and a Master degree of International and Public Affairs from the University of Hong Kong.
She is fluent in English, Cantonese and Mandarin.
Client Service Associate
Joanne is a Client Service Associate at MA Financial Group and mainly serves the Hong Kong business.
Prior to joining MA Financial Group, Joanne worked for PCCW Media in their marketing team and she has also worked at Orix Banking Ltd’s Loan and Vehicle Finance Department
Joanne holds a Bachelor of Event Management from Edinburgh Napier University.
Joanne is fluent in Cantonese, English and Mandarin.