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Kelvin Wong

Kelvin Wong

Finance controller at family office

会计/财务

Central District, 中西區
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社会

关于Kelvin Wong:

Ding Yu Capital Management Company Limited 

AUM HKD 1-2billion

  • Involved in the whole equity investment analysis , developed a trading strategy that combines fundamental and technical analysis. This approach has allowed me to make informed decisions regarding what and when to buy, as well as devise effective exit strategies primarily based on technical analysis.
  • Responsible for negotiation of terms of transactions and review of investment documents prepared by lawyers
  • Review monthly investment reports for family office 
  • Have strong relationships with each family member and handle both family/personal matter and business matter

 

经验

1 Qualified Certified public accountant (CPA)

2 Qualified Financial Risk Manager (FRM)

3 Chartered alternative investment association (CAIA) level I 

4 The Insurance Intermediaries Qualifying Examination (“IIQE”) 

Paper I、Paper II、Paper III、Paper V

5.HKSI Paper I (Fundamentals of securities and futures regulation)

教育

The Hong Kong Polytechnic University

Bachelor of Arts with major in accountancy, with 2nd class Honours, Division 1 

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