Mary Peng

Mary Peng has more than 25 years of experience in the financial services industry with a main focus on advising High Net Worth families in South East Asia. Mary Peng joined us in January 2006 as a Senior Consultant advising High Net Worth Individuals to achieve their wealth transfer planning objectives with internationally-sourced life insurance based solutions. In July 2011, she assumed the role of Chief Operating Officer, overseeing the daily operation of the business including working closely with the Sales Consultants to increase their referral sources and creating opportunities for new business. Mary Peng was promoted to Chief Executive Officer in January 2018 to further strengthen the leadership position. Prior to joining us, she spent 13 years in Banking with her last role as a Senior Relationship Manager at an International Private Bank. Mary Peng is a Certified Financial Planner and holds a Bachelor of Arts Degree from National University of Singapore.

Daniel Jan Ming

Senior Management

Kwok Kui Hung

As Senior Consultant Analyst, Kwok Kui Hung oversees client portfolio accounting and manages company systems and procedures, internal financial reporting, risk management and personnel. He is also a member to Hong Kong's Investment Committee. Kwok has more than 23 years of experience in global financial and business management. Prior to joining Finance Vantage Limited , he was Vice President of Finance at Scholl Finance Corporation. Kwok led merger and acquisition valuation and accounting for over 33 transactions, individually valued at up to $800 million. Kwok is a member of the Hong Kong Institute of CPAs and the Chinese Society of CPAs. He received his Bachelor of Science degree in Accounting from the University of Gent. He holds a FINRA Series 27 license as the Financial Consultant Principal.

 

Lee Wu Peng

As Executive Fund manager, Lee Wu Peng oversees the strategic management of the firm and is responsible for driving growth and preserving the firm’s unique culture. As an industry veteran and trusted advisor, he advises entrepreneurs and executives on their overall wealth management needs. Over the past 18 years Lee's focus as an executive and entrepreneur has been on founding, investing in and building asset management companies. He has been successful in building and managing high performing teams operating in both public and private capital markets. Working with both alternative and traditional strategies, Lee and his teams have raised and managed nearly $2bn USD. Lee has over 25 years experience in the financial management arena and has been a Certified Financial Manager (CFM) since 1990.

Wong Fu Cheong

At Finance Vantage Limited, he advises clients on the best ways to take advantage of being offshore. He specialises in tax efficient tools, investment opportunities and helping HNWI with wealth management. He believes in growing and maintaining long term relationships with his clients and he holds a Securities and Futures Commission type 1 & 4 license as well as a Hong Kong Confederation of Insurance Brokers license. Wong is a passionate waterman, spending time previously in Indonesia surfing, swimming and diving. On the weekends you can find him outdoors exploring the wilderness of Hong Kong or watching sports games, largely being rugby.