Meet The Team
  1. Wallice Ching
    Phillips@mail.com
    - Assets management - Acquisition & disposition - M & A
  2. C C Kwong
    Phillips@mail.com
    - Investment advisory - Infra structure financing - South East Asia business
  3. Terrance Kwei
    Phillips@mail.com
    - OBOR coordinator - China Economic forecast - Chinese development policy - Public spending forecast
  4. Regina Wong
    Phillips@mail.com
    - IPO - Corp finance - Corp restructuring - Financial advisory
  5. Phillips@mail.com
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Dr. Wallace Ching, CFA, MA(Oxon)

Dr. Ching has more than 20 years of experience in the financial industry spanning across securities research, asset management, private equity and private banking. He has negotiated and structured over US200 million of private equity and leveraged buyout transactions, and devised sturctured investment solutions to megawealth family offices . He has held senior positions at international institutions such as Goldman Sachs, HSBC, Pru Financials, Standard Chartered, Citi Private Bank, Morgan Stanley, UBS etc.

Wallace holds a PhD degree from the University of Pennsylvania and a MA (Hon) degree from the Oxford University. He is also a Chartered Financial Analyst (CFA) and co-founder of the LOG Charitable Foundation.
  

CC Kwong

Master of Business Administration (M.B.A.), Columbia Business School, USA
Bachelor of Science (S.B.), Massachusetts Institute of Technology, USA
  

CC Kwong has spent over 30 years in banking and financial services. 

Mr. Kwong started his banking career at Citibank, New York, as a member of the Strategic Planning team. Later, Mr. Kwong joined Asian Oceanic Ltd, a U.S. and Hong Kong-based boutique investment bank, as Managing Director for Corporate Finance. 

From 1988 onwards, Mr. Kwong was the Chief Representative of Ferrier Lullin & Cie, one of the first Swiss private banks to open a Representative Office in Hong Kong.  Between 1998 and 2007, Mr. Kwong was initially Director for private banking at Deutsche Bank, Hong Kong, and later Senior Vice President at EFG Bank, Hong Kong. 

In 2007, Mr. Kwong co-founded La Roche & Co (Asia) Ltd, as the Asian banking arm of La Roche & Co Banquiers, one of the oldest and most prestigious family-owned private banks in Switzerland.  Over a period of three years, he developed the team and built AUM to US$300 million. 
Dr. Terence Hon Hong KWAI


Education

California Institute of Technology
Received Bachelor of Science degree in mathematics and applied mathematics in 1974. Awarded Josephine de Karman Fellowship.


Harvard Business School
Received MBA degree in 1976 and DBA degree in 1982. Awarded 1907 Foundation Fellowship.



Professional Experience
Union Carbide Corporation , New York                                                                                                                       1976-1978
Planning Analyst

Pfizer Corporation , New York                                                                                                                                          1979-1980
Senior Systems Analyst

Capgemini                                                                                                                                                                                  1983-1987
Senior Consultant, helping multinationals build up their operations in Asia Pacific

Egon Zehnder                                                                                                                                                                           1988-1994

Partner. Helping multinationals recruit top talent for their operations in Asia Pacific

China Specialists                                                                                                                                                                    1995-2005

President. Helping multinationals map out their strategies and operations in China.



East Asia Research Institute                                                                                                                                            2006-present

President. Examining global issues, integrating geopolitics, international political economy, global finance, strategy, management and technology.

Ongoing effort : positioning Hong Kong in the international innovation ecosystem.

Books published
1.  Strategic Planning and Control: A New Dimension to Asian Business
2.  The Future of British Business in Hong Kong
3.  Japan and China: Prospects for Economic Partnership
4.  Multinationals in China: Execution in A Dynamic Economy
5.  War and Peace Between America and China: How Solving the Taiwan Problem Can Lead to A Pacific Century
Ms. Regina WONG


- Licensed person registered under the SFC
- Over 15 years’ experience in investment banking, M&A, corporate finance, private equity      and fund-arising exercise
- Specializes in corporate restructuring and M&A

Vacant