Mr. Wan is an innovative executive with extensive experience in professional services, ﬁnancial services and accounting. He leads 700+ professionals who serve over 10,000 clients including 1,500+ listed companies on the Stock Exchange of Hong Kong, offering integrated business advisory services such as corporate administration, trust and ﬁduciary, accounting and ﬁnancial reporting. He also drives the digital transformation strategy, and oversees the company’s ongoing expansion efforts into emerging markets such as Greater Bay Area.
Mr. Wan is the Non-Executive Chairman of Praxonomy, Executive Director of Hong Kong New Youth Energy Think Tank, and Director of Shine Tak Foundation. He also maintains active membership in The American Institute of Certiﬁed Public Accountants (AICPA), and The Hong Kong Chi Tung Association Limited. Mr. Wan shares his leadership insights at HKET and ThinkHK.
Ms. Ho has over 20 years of experience in the corporate secretarial field. She has been providing professional corporate services to Hong Kong-listed companies as well as multinational, private and offshore companies. Ms. Ho is currently acting as named secretary / joint company secretary for a number of listed companies on the Stock Exchange of Hong Kong Limited. Ms. Ho is a Chartered Secretary, a Chartered Governance Professional and a Fellow of both The Hong Kong Institute of Chartered Secretaries (HKICS) and The Chartered Governance Institute (CGI) (formerly The Institute of Chartered Secretaries and Administrators). She is a holder of the Practitioner’s Endorsement from HKICS.
Ms. Lee leads the Business Services Division of Tricor Hong Kong and oversees the business operation of 150+ accounting professionals servicing MNC and listed clients. She has over 20 years of experience gained from various professional services firms, and is specialized in accounting, payroll outsourcing, tax compliance, business advisory as well as liquidation services. She has been involved in a wide range of assignments serving clients in different industries such as banking and financial institutions, pharmaceutical, investment holding, consulting, retail and trading. Ms. Lee is a Fellow of both the Hong Kong Institute of Certified Public Accountants (HKICPA) and CPA Australia (CPAA).
Ms. Lee possesses more than 25 years of experience in the company secretary profession, and has deep knowledge of the listing rules of the Hong Kong Stock Exchange, the Companies Ordinance as well as compliance work for offshore companies. She currently holds the company secretary positions for a number of Hong Kong-listed companies, and provides corporate secretarial and compliance services to multinational, private and offshore companies.
Ms. Lee is a Chartered Secretary, a Chartered Governance Professional and a Fellow of both The Hong Kong Institute of Chartered Secretaries (HKICS) and The Chartered Governance Institute (CGI) (formerly The Institute of Chartered Secretaries and Administrators). Ms. Lee is also a member of the Companies Registry Customer Liaison Group, which meets regularly to exchange ideas about the Companies Registry’s services and latest initiatives.
Ms. Wong heads up the Share Registry and Issuer Services team at Tricor Services Limited. She has over 20 years of experience and has held various operations, client relations and business management positions in major international banks. She is a Certified Practising Accountant (CPA).
Ms. Wong is currently the Chairman of the Federation of Share Registrars Limited (FSR) and a member of USM Working Group led by the Joint Working Group, including Securities and Futures Commission, HKEX and FSR.
Mr. Lee has close to 36 years’ of tax and business experience with deep knowledge and understanding of the tax considerations throughout the entire life cycle of companies in Real Estate and Hospitality, Consumer Products and Retail, Technology, Financial Institutions and Family Offices.
He works on cross-border issues, tax compliance and reporting, legal entity rationalization, corporate restructuring, as well as obtaining advance tax rulings and managing tax controversies. He also focuses on the tax impact on businesses as they embark on their digital journey and works with them to transform their finance and tax functions to ensure their readiness for e- filing with the tax authorities. In the area of family offices, he works with private clients to conceptualize and implement tax structures for their preferred jurisdiction.
Joining in 2003, Ms. Siu oversees the operation and business development of Tricor Hong Kong's Business Service Division along with approximately 150 professionals. The division provides financial, accounting, human resources and advisory services to over 1,000 clients from small and medium-sized enterprises to multinationals in diverse industry sectors. Ms. Siu also has over 20 years of experience in payroll outsourcing and HR-related services.
Daryl Choy is the Chief Marketing Officer at Tricor Hong Kong. Daryl comes with more than 20 years of experience in business and marketing. His most notable achievement was to turn a water brand into a market leader. For more than 10 years, Daryl has been a pioneer in experience design. He has helped a number of multinational companies as well as small- and medium-sized enterprises design integrated brand, customer and employee experience. Daryl is the author of Experience Wave which has been very well received in China. He is also a partner of Joe Pine, the author of The Experience Economy. Daryl holds a BA (Hons) in Economics from the University of Western Ontario, and a master’s degree in Marketing from the Chinese University of Hong Kong.
Ms. Chan joined Tricor in May 2019 and is responsible for development of new business.
Along with her extensive experience in staffing solutions at several global organisations, Ms. Chan also boasts having played an important role in steering her teams towards sustainable progression and promising achievement. Over the past 14 years, she has worked at global HR solutions firms and in-house, experienced in managing sizable projects with MNCs focusing on talent acquisition, manpower & strategic planning, and project management.
Ms. Liu has over 25 years of human resources experience and is an expert in change management and people strategy. She has provided human resource services to multinational financial institutions including banks, asset management companies, retirement scheme and trust service providers, as well as insurance companies. Ms. Liu joined Tricor Group in 2018 as Head of Human Resources - China and Hong Kong. She has been, as a Change Manager, guiding a wide range of projects to drive new company culture across Tricor's multitude of business units.
Jack Wong is the Chief Financial Officer at Tricor Hong Kong, overseeing the accounting, business support, financial planning and analysis, treasury and tax functions. Jack joined Tricor Hong Kong in 2018 as the Financial Controller and has worked closely with the firm’s senior leadership since his joining.
Jack has over 17 years of experience in building and leading financial teams in global companies. Prior to joining Tricor, he was the lead controller of the Asia Pacific Global Real Estate team at JP Morgan where he oversaw the financial operation of the firm’s property portfolios in the region. He was also the Group Financial Controller at Vistra, driving effective financial reporting and consolidation of all Vistra entities. He was a key member in the completion of more than 10 merger and acquisition deals at Vistra.
Jack began his career in the Assurance division of Ernst & Young Hong Kong, where he participated in various audit engagements for listed companies, IPO projects and other internal control projects. He subsequently joined the Advisory division of PricewaterhouseCoopers as a manager and was responsible for financial due diligences projects and other advisory projects for private equity funds, banks and other institutional clients.
Jack holds a bachelor’s degree in Business Administration from the Hong Kong University of Science and Technology and a master’s degree in Laws from the Chinese University of Hong Kong. He is a Certified Public Accountant of Hong Kong Institute of Public Accountants and a Chartered Financial Analyst.
Ms. Ngai brings over 15 years of experience in the corporate and trust industry in various roles relating to building high performance team from ground-up, managing business of different maturity and driving growth in the region. Prior to joining Tricor, she worked with one of the largest Corporate & Trust service providers in the region advising intermediary clients, family offices and HNWI clients in the protection and growth of wealth through a broad range of corporate and trust solutions. Ms. Ngai is a full member of Society of Trust and Estate Practitioners (STEP).
Ms. Lee is responsible for driving the development, promotion and in charge of P&L for Tricor Staffing Solutions’ permanent recruitment and career transition services. She is specialised in contingent and retained searches in Asia Pacific and successfully completed leadership searches within Property Services, Technology, FMCG, Industrial and Financial industry.
Ms. Mok is responsible for providing corporate secretarial and compliance services to listed companies. She has over 25 years of experience in the company secretarial field. Ms. Mok has deep knowledge of corporate governance practice and operational procedures in accordance with directives from the board of directors. She had served as the company secretary or joint company secretary for a number of state-owned enterprises and H-share companies.
Ms. Mok is a Chartered Secretary, a Chartered Governance Professional and a Fellow of both The Hong Kong Institute of Chartered Secretaries (HKICS), and The Chartered Governance Institute (CGI) (formerly The Institute of Chartered Secretaries and Administrators).
Mr. Shue is a widely experienced lawyer who has practised for more than 30 years. A large part of his legal practice involved corporate and trust structures, assisting clients with asset protection, estate and family succession and tax planning. He has extensive experience with multiple onshore and offshore trust jurisdictions, including Hong Kong, Singapore, BVI, Cayman, Jersey, Guernsey, Labuan, New Zealand and Samoa, as well as different types of trust structures.
Mr. Shue is a current Executive Committee member, and was formerly Chairman of the Hong Kong Trustees' Association (HKTA). He is Co-chairman of the China Development Sub-Committee of the HKTA jointly with STEP Hong Kong. He is a member of the Hong Kong Trade Development Council Financial Services Advisory Committee and also on the Hong Kong Monetary Authority’s Process Review Committee.
Mr. Cheong has over 20 years of technology expertise in financial services industry, serving in various position across a number of financial institutions. With proven track record to drive digital transformations and technology innovations, Mr. Cheong is experienced in driving digital transformations across all countries with Agile New Way of Working, rolling out regional technology acceleration and convergence programs with Centre of Execution, accelerating digital and FinTech journey to engage the entire customer value chain, and uplifting technology delivery capabilities in all aspects from people to processes.
Ms Chung has been recognised as an IPO expert in the HK market due to the fact that she has over 25 years’ experience in the industry and has been participated in more than 650 IPOs including most of the high-profile landmark transactions. Ms Chung will be directly on the IPO deal if the HK Share Registrar role is mandated via her IPO team. The Tricor IPO team led by Ms Chung composes team members specially trained to deliver IPO services in the capacity of share registrars and is operated within a wall to comply with the confidentiality requirements of IPO advisors and issuer companies.
Ms. Li possesses more than 20 years of experience in the company secretary profession. She has deep knowledge of the listing rules of the Hong Kong Stock Exchange, the Companies Ordinance as well as compliance work for offshore companies. She provides corporate secretarial and compliance services to Hong Kong-listed companies as well as multinational, private and offshore companies.
Ms. Li is currently the company secretary / joint company secretary of six listed companies on the Stock Exchange of Hong Kong Limited. She is the joint company secretary candidate and is the director in charge and main contact person of this project. Ms. Li is also experienced in trust administration and currently administers private family trusts with assets under management exceeding US$3 billion. Coupled with her profound knowledge and experience with listed companies, she also administers employee benefit trusts for share incentive schemes of various listed companies.
Mr. Tam is a graduate of the University of Sydney. He is a member of the CPA Australia and the Hong Kong Institute of Certified Public Accountants.
As the Head of Corporate Tax, he specialize in corporate tax services for multinational and local listed and private companies, in particular in the areas of retail, consumer, industrial products and hotels and property development.
Gained from his 28 years specialized tax experience with Big 4 accountancy firms and with multinational companies in the capacity of the Head of Tax, he has extensive hands-on experience in providing corporate tax compliance services and practical tax advices to his clients involving group legal holding restructuring for IPO, tax efficient structures for overseas investments, regional tax planning and subsequent implementation, tax efficient financing structures, cross border tax planning, corporate tax health checks, and tax controversy services, etc.
Ms. Ho leads both the Employee Share Ownership Plan Business Development and the Public Listed Company Compliance & Advisory Services Teams of Tricor. She has over 25 years of experience in the corporate secretarial and compliance service field. Her practice focuses on business development and professional corporate services. She is acting as named company secretary for a number of Hong Kong listed companies.
Ms. Ho is a Chartered Secretary, a Chartered Governance Professional and a Fellow of both Hong Kong Institute of Chartered Secretaries (HKICS) and The Chartered Governance Institute (formerly The Institute of Chartered Secretaries and Administrators). She is also the Council Member of HKICS and a holder of the Practitioner’s Endorsement from HKICS. Ms. Ho holds a Master Degree in Business Administration from the Hong Kong Polytechnic University.
Ms. Kam has over 20 years of experience in the corporate secretarial field, providing professional corporate services to companies listed in Hong Kong, multinationals, private companies and offshore companies. Currently, she holds the role of company secretary or joint company secretary at six companies listed on the Hong Kong Stock Exchange.
Ms. Kam is a Chartered Secretary, a Chartered Governance Professional and a Fellow of both The Hong Kong Institute of Chartered Secretaries (HKICS), and The Institute of Chartered Secretaries and Administrators (ICSA) in the United Kingdom. She is also a holder of the Practitioner’s Endorsement from HKICS.
Ms. Tan has extensive experience in the financial industry, covering areas including audit, management, financial control and trust administration. For more than 12 years, She advised, structured and administered trusts for clients with net worth ranging from USD2 million to over USD200 million.
By using different tools such as Trusts, PTC and insurance in conjunction with different trust jurisdictions such as BVI, Cayman, Jersey, Labuan, Singapore, Hong Kong, Cayman and Samoa, Ms. Tan has been able to execute the best outcomes for the different needs and purposes in each of her client’s unique situations. She is experienced in private trusts for asset protection, succession planning, tax planning and pre-IPO planning. She also sets up corporate trust for employee and senior management award schemes.