HKU ICB

Dr. Zenki Kwan is the Chief Investment Officer of a Single Family Office and listed company in Hong Kong, responsible for designing and implementing investment strategy across equities, fixed income, funds and structured products for the family’s multi-billion portfolio. Prior to his role as the CIO, Dr. Kwan was the vice-president of the private equity subsidiary covering the consumer sector in Finsoft Financial Investment Holdings (8018.HK), 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 Doctor of Business Administration degree. He has also completed Harvard Law School Executive Education Program and Oxford Fintech Program. In addition, he holds two Master's Degrees - Master of Finance (major in financial engineering and risk management) from The University of Hong Kong, and Master of Applied Business Research from SBS Swiss Business School. He also graduated with a first-class honour degree in business administration (major in finance and information systems) from The Hong Kong University of Science and Technology and received Beta Gamma Sigma honour for his outstanding performance. Dr. Kwan is a certified Financial Risk Manager (FRM), Chartered Alternative Investment Analyst (CAIA), Certified Banker (CB), qualified independent non-executive director by Shenzhen Stock Exchange, and gained the Certificate in ESG investing from Chartered Financial Analyst (CFA) Institute.

Dr. Kwan is passionate about education, learning and writing. He was the columnist of Metro Daily and a co-author of investing book which is available at Harvard Business School Baker Library as a reference book to Harvard Business School students. He is also occasionally interviewed by Hong Kong Economic Journal and Hong Kong Economic Times to share his thoughts on the latest financial market events. He has been awarded the Outstanding Teacher Award at HKU School of Professional and Continuing Education in both academic year 2019/2020 and 2021/22 for his excellence in teaching and possessing a high impact in the advancement of students’ learning.