Dr. Kwan is the investment director of a Hong Kong listed company and a single family office in Hong Kong, responsible for designing and implementing investment strategy, as well as overseeing its multi-billion investment portfolio across equities, fixed income, currency, funds and structured product. Besides portfolio management, Dr. Kwan is also involved in the M&A and business management functions of the listed company. Prior to his current role, Dr. Kwan was the vice-president of private equity division in Finsoft Financial Investment Holdings, and spent his earlier career in McKinsey, Samsung Securities, UBS and J.P. Morgan from being a management consultant, equity researcher to corporate finance banker.
Dr. Kwan obtained his... Read more
About me
Dr. Kwan is the investment director of a Hong Kong listed company and a single family office in Hong Kong, responsible for designing and implementing investment strategy, as well as overseeing its multi-billion investment portfolio across equities, fixed income, currency, funds and structured product. Besides portfolio management, Dr. Kwan is also involved in the M&A and business management functions of the listed company. Prior to his current role, Dr. Kwan was the vice-president of private equity division in Finsoft Financial Investment Holdings, and spent his earlier career in McKinsey, Samsung Securities, UBS and J.P. Morgan from being a management consultant, equity researcher to corporate finance banker.
Dr. Kwan obtained his DBA from SBS Swiss Business School, Switzerland. He also completed Harvard Law School Executive Education Program and Oxford Fintech Program. In addition, he holds two Master Degrees - Master of Finance (major in financial engineering and risk management) from The University of Hong Kong, and Master of Applied Business Research. He also graduated with a first-class honor degree in business administration (major in finance and information systems) from The Hong Kong University of Science and Technology and received Beta Gamma Sigma honor. Dr. Kwan is a certified Financial Risk Manager (FRM), Chartered Alternative Investment Analyst (CAIA), and Certified Banker (CB).
Dr. Kwan's research centres on asset pricing, portfolio management and behavioral finance.
About me
Certified Financial Risk Manager (FRM); Chartered Alternative Investment Analyst (CAIA); Certified Banker; Six Sigma;
Investment Management, Asset Valuation, Corporate Finance and Capital Budgeting, Financial Engineering, Business Statistics.
Teaching & student supervision