Our Team

Prof. Patrick Wong

王冠一教授

Chairman

Professor Wong, also known fondly as Wong Sir, boasts over four decades of invaluable experience in the financial markets. His extensive background equips him with a broad perspective, enabling him to offer forward-looking analyses across various sectors including stocks, foreign exchange, bonds, and commodities. With an MBA acquired through training in both the UK and the US, Professor Wong has not only honed his analytical skills but also imparted knowledge as a lecturer in MBA programs at esteemed universities in China, Hong Kong, and Macau. Previously, he held the esteemed position of Chief Strategic Officer at Crown One Asset Management.

Beyond his prowess in the financial sector, Professor Wong is an active figure in community organizations, serving as the Director of Hong Kong Chiu Chow Chamber of Commerce Limited, Honorary Chairman of Hong Kong Swatow Merchants Association Limited, and Honorary member of Rotary Club of Golden Bauhinia Hong Kong.

His insights and expertise have graced a plethora of media platforms, from electronic outlets like NOW Financial Channel’s “Global Financial Express” and ATV’s “International Financial Perspectives” to print publications such as Ming Pao, Economic Daily, China Daily, iMoney, and am730. Noteworthy is his decade-long contribution to the “International Perspectives” column in Apple Daily, along with his weekly contributions to the “Stock Trading Assistance” column and monthly insights in “Investment Opportunities” magazine.

Professor Wong’s enduring commitment to delivering valuable analysis and insights has solidified his reputation as a trusted authority in the financial landscape, both in the Greater China Region and beyond.

Talent is the invaluable asset that drives innovation, fosters growth, and ensures success.

Mr. Derek Wong

ASA, CFA, CMA, CVA, FRM, MIPA, MRICS

Principal Appraiser

Mr. Wong has been working in the financial industry since 2003, with experiences serving clients in a wide range of industries, including building and construction, electronics, entertainment and gaming, hygiene and sanitary, information technology, mining, pharmaceutical and healthcare, retail chain stores, and telecommunication, etc.

Having performed more than a thousand of appraisals and appraisal reviews, and provided opinions of value for transaction, financial reporting and litigation purposes, with his extensive knowledge and coverage over a broad range of assets including but not limited to business enterprises, intangible assets, derivatives, real estates, etc., Derek also advised on corporate and deal structures to facilitate mergers and acquisitions and presented as an expert witness in the High Court of Hong Kong. He also advises on strategic prospects to optimize clients’ stock valuation as well as seeking synergistic merger and acquisition opportunities.

In 2021, he was one of recipients of the American Society of Appraisers Rising Stars Award in recognition of his contributions to the industry.