FOUNDERS

Jimmy Chan

Managing Director

Mr. Chan has years of working experience in financial market and worked in different large Financial Institutions. Focusing on Foreign Exchange, Derivatives and Alternative investment products. Providing asset management and advisory service for clients around the world, and using multi-strategies for investment and managing risk.

Formerly, the bulk of his career was spent focusing on Foreign Exchange and Derivatives at Royal Bank of Scotland; Barclays Bank and Standard Chartered Bank. There, he was responsible for different investment strategies and risk management that included FX, Equity, Bonds, Commodities, Etc. Many years of trading on behalf of high net worth clients and provide investment advisory service.

Kelvin Lee (CFA, FRM)

Managing Director

Mr. Lee has years of experience in asset management. Prior to Aspenwood, he was primarily responsible for generating investment strategies for corporate clients and high net worth clients at Dah Sing Bank Limited. His predominant duty was to formulate investment strategies and design asset allocation directions for Wealth Management Department, which covers products such as Foreign Exchange and Derivatives, Bonds, Global Equities, etc.