Ngai F.
Senior Investment Professional
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Kelvin C. is a seasoned investment professional with over two decades of expertise in asset management, proprietary trading, and equity research spanning the Hong Kong, China, and ASEAN markets. As a co-founder and Managing Director at Platform Asset Management Limited, Kelvin achieved significant milestones including securing the company's SFC Type 4 & 9 licenses and managing diverse equity portfolios for high-net-worth clients, family offices, and publicly-listed companies. Throughout his career, he has built strategic alliances with prominent global and regional brokers such as Goldman Sachs and UBS. At AP Asset Management, Kelvin attained consistent annualized returns of 18.4% and 38.8% on significant Asia-focused funds. His role as Vice President at Citi Equity Principal Strategies involved implementing event-driven trading strategies with impressive returns. With a dedicated career history at firms like Kingsway Financial and Daiwa Institute of Research, Kelvin’s extensive regional network and deep analytical capabilities have transformed business strategies and driven success across the finance sector.
Experience
Managing Director / Co-founder
Platform Asset Management Limited · 2015 — 2023Served as a Responsible Officer (Type 4 & 9) under SFC (HK) and secured the firm’s asset management license in June 2015. Formed and directed a team of 6 personnel across compliance, IT, HR, and investment roles. Created trading partnerships with significant global and regional brokers, including Goldman Sachs, UBS, and Kingsway. Oversaw equity portfolios for high-net-worth individuals, family offices, and HK-listed corporations, with an emphasis on US and Hong Kong equities.Director, Investment
AP Asset Management (HK) Limited · 2008 — 2015Acted as a Responsible Officer (Type 9) for primary funds. Managed the Asia ex-Japan Fund with an excess of USD 150M AUM and the Asia Special Opportunities Fund. Focused on the Greater China, South Korea, and ASEAN markets while cultivating extensive broker and corporate networks.Vice President, Proprietary Trading
Citi Equity Principal Strategies (Singapore), Citigroup · 2006 — 2008Executed trades involving Hong Kong, China, Taiwan, and Singapore-listed equities, including cash, options, and futures. Implemented fundamental-based, event-driven strategies maintaining a net delta under 30%; achieved returns of +32% in 2007 and +3% in the first half of 2008.Head of Equities
Kingsway Financial Services Group Ltd (Hong Kong) · 2003 — 2006Managed teams for research and institutional sales comprising over 15 staff members. Elevated the retail brokerage to a top-3 local research-based broker, recognized by The Asset, Asia Money, and Finance Asia during the period of 2005 to 2006. Identified and arranged secondary equity capital market transactions.Associate Director
Daiwa Institute of Research (Hong Kong) · 2000 — 2003Focused on research for industrial, IT, and small-cap companies, providing comprehensive research and reporting support to clients.Investment Analyst
Sun Hung Kai & Co Ltd (Hong Kong) · 1997 — 1999Conducted analysis on consumer and small-cap stocks, generating research materials to support institutional clients.
Skills & Expertise
Education
- MBA (Finance & Accounting)The Chinese University of Hong Kong · 1995 — 1997
- BA (Hons) Business Studies (Finance & Marketing)City University of Hong Kong · 1990 — 1993