top of page
Meet Our Team
Dr. Xiaohan Pan, CFA
CEO, Head of Investor Relations
responsible for institutional investor relations and bespoke mandates
John Flynn, ACII, FPFS
Co-founder, Compliance
provides compliance oversight of investment operations and risks
Alice Gu, ACCA, MCSI
Director
provides financial planning and investment advice for private and corporate clients
Elizabeth Lee
Senior Advisor
provides education and succession advice for private clients
bottom of page