With over 26 years of experience in the financial industry, Raymond has achieved financial independence and possesses significant entrepreneurial experience. He has participated as a mentor in one-on-one sessions at Time Auction regarding the FIRE concept (Financial Independence, Retire Early) and is currently an Independent Non-Executive Director for BCT Group.
In this Call session, he will discuss and brainstorm any of the following, and identify the next steps to ensure your organization's sustainability:
A seasoned professional with 26 years of experience in asset management, specializing in digital wealth management, sales, strategy, marketing, product development, and business transformation. Held key leadership roles including Chief Distribution Officer at Manulife Asset Management, Deputy CEO of Value Partners (806.HK), and a position at BlackRock. Currently serving as an INED at BCT Group—a leading provider of pension solutions and asset servicing, advising the Board on pension schemes, MPF strategies, and corporate governance. Previously served as an INED for AIA Company (Trustee) Limited and as a Board Advisor to a hedge fund. Passionate about giving back to the community through mentorship and advisory roles. Volunteer efforts include: •Advising NGOs on sales and business development while mentoring through Time Auction on Financial Independence and Retire Early (FIRE). •Mentoring students at The Hong Kong Polytechnic University. •Volunteering with Junior Achievement HK. •Participating in Cocoon Foundation’s 'Pursuit of X' and 'MatchBox' programs.
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