Meet Our Team.

Meet Our Team.

The shareholders and directors of the company have been in the financial and legal industries for many years ranging from 7-30 years on average. Their vast experience includes professional stints in top tier investments banks, asset management firms, financial services firms and law firms.

The shareholders believe that for a boutique fund management to do well and be sustainable in the long run, it has to differentiate on personal service, customised investment approach and seek out Clients who share the same investment value and mindset. That way the boutique fund will grow as the Client’s wealth grows in tandem.



Ng Zhu Hann was the former Chief Strategy Officer of Country Garden Malaysia & the official spokesperson for the Fortune 500 company between 2017 to 2019. He was also with Sunway Holdings Berhad in group strategy between 2015 to 2017. Prior to that, he worked as a corporate lawyer with Baker Mckenzie Wong & Partners and TKQP Singapore for five years. His experiences include corporate deal making, fund raising, M&A, IPO, Southeast Asian real estate and macroeconomic strategy (both equity markets and bonds).

His notable experience and awards include:

  • Represented Malaysia as Corporate Panel Speaker in United Nations Global Forum on Human Settlements & Sustainability

  • Notable financial writer & columnist with StarBiz and Nanyang Siang Pau. He is also a panel expert on CityPlusFM for economics, finance and policies. Bestselling Author of “Once Upon A Time In Bursa: The Money Equation”

  • Global Top 12 finalists for British Council Study UK alumni award recipient (Only Malaysian)

  • Two Times TEDX Talk Feature Speaker – Youngest C-Suite of Fortune 500 Company in Malaysia

  • Interviewed by local & international media ex : Reuters, Forbes, New York Times, Phoenix, CCTV, Ming Pao, The Edge etc

He graduated from London School of Economics & Political Science with LLB (Honours), passed the Singapore Bar Examination (NUS) and CLP Malaysia Examination. He is a qualified practicing lawyer who was called to the Malaysian Bar. He passed Securities Industries Development Corporation (SIDC) Module 9, 10, 12 & 19A in 2021.



Mr. Nixon Wong Gok Hey was an Equity Portfolio Manager with Kenanga Investors Berhad. He managed both the public and private mandates with a Total Asset Under Management (AUM) of around RM 350m. Gross annual return achieved in 2019 and 2020 was between 16% and 17% each year for two pure Islamic Malaysian equity funds and 13% for Islamic balanced fund, outperformed the respective fund benchmark.

He focused on fundamental research for Malaysia, Korea and Taiwan markets, mainly contributing stock ideas for portfolios with Asia Pacific ex-Japan mandates. Sectors focus in Malaysia includes Rubber Gloves, Payments, Tech, O&G, small-caps etc. He was also the pioneer fund manager managing Malaysia’s first KLCI Leveraged and Inverse (L&I) ETFs which adopt futures contract-based replication strategy. Prior to that, he was the Investment Portfolio Manager with the Private Banking division of AmInvestment Bank Berhad. There he managed discretionary private client portfolios with more than USD20 million in AUM and achieved 11% gross annual return in 2016 with mandate focus on Asia ex-Japan markets which include the following: (1) North Asia markets i.e. Hong Kong/China, Korea, and Taiwan (2) ASEAN markets i.e. Malaysia, Singapore, Thailand, and Indonesia.

He had a 3-year stint with Public Mutual Berhad as an Equity Analyst from 2013 to 2016. Prior to that, he was a buy-side Investment Analyst in private banking focusing on equity and mutual fund analysis. He started off his career at HSBC Group with the Fixed Income Settlement division in 2010. He has a total 12 years of experience in the capital markets and financial industry.

He graduated from University of South Australia with a Bachelor of Commerce (Accounting & Finance) degree. He is currently a Capital Markets Services Representative License (CMSRL) Holder with SIDC. He passed Module 6, 7, 9, 10 and 19.



Puan Norlin Abdul Samad has over 35 years of experience as the Head of Legal in Permodalan Nasional Berhad (PNB), Amanah Capital Group (Formerly known as Kompleks Kewangan Malaysia Berhad or KKMB) and Golden Hope Plantations Berhad (Golden Hope). She was the Company Secretary for KKMB and Golden Hope during tenure service and was an Associate Partner of Messrs Zaid Ibrahim & Co. She held various Board of Directors’ positions whilst in service with Golden Hope and PNB. She was previously the Independent Non-Executive Director of Amanah Mutual Berhad.

Her experiences include M&A exercises, fund & asset management, cross border investments and joint venture transactions. Currently, she is an independent Non-Executive Director of SIRIM Berhad and a senior partner to Hann Partnership.

She graduated with a Bachelor of Laws LLB (Hon) from the University of London and is a Barrister–at-Law at the Honourable Society of Lincoln’s Inn. She was called to Malaysian Bar in 1983. She also attended the Advanced Management Program with INSEAD, Fontainebleau, France and has the Certificate in Translation from the Malaysian Institute of Translation & Books.



Mr. Neoh Jia Man, CFA was an Equity Analyst at CFRA Malaysia (formerly Standard & Poor’s Malaysia). He provided equity research coverage on more than 50 companies across the European Consumer Staples, Energy and Utilities sectors, and has previously covered the Information Technology and Consumer Discretionary sectors. He started off his career with Public Mutual Berhad as an Equity Analyst from 2012 to 2015, where he was responsible for research on Thai equities. In total, he has more than 9 years of experience in the capital markets. His current primary focus is on ESG investing due to his prolonged exposure to the European equity market where the practice has been well-developed.

He graduated from McGill University, Canada with a Bachelor of Commerce (Economics & Finance) and is a Chartered Financial Analyst since 2017. He is currently a CMRSL Holder with SIDC. He passed Module 9, 12, 19, and exempted from 10. He has also obtained the CFA Institute Certificate in ESG Investing.



Ng Tzyy Loon, CFA was with Kuwait Finance House as an analyst for retail risk & credit portfolio. He was in charge of analysing and identifying potential credit risk in the bank’s portfolio and make recommendations to the credit committee. He was previously a Senior Equity Analyst with CFRA Malaysia (formerly Standard & Poor’s Malaysia) from 2014 to 2017 and covered more than 40 APAC companies across various industries. Prior to that, he started off his fund side career with RHB Asset Management as an Equity Analyst & Account Manager from 2012 to 2014. He was with HSBC Bank and Alliance Bank prior to joining RHB Asset Management. He has more than 10 years of experience in the financial and capital markets industry.

He is the author of a successful Chinese language financial book titled “The Hidden Truth of Stock Market”. It was a bestseller and as a regular financial columnist in Nanyang Siang Pau and Sin Chew Jit Poh, he contributed significantly over the years towards financial literacy and investment education for retail investors.

He graduated from the University Putra Malaysia with a Bachelor’s of Science (Engineering) and is a Chartered Financial Analyst since 2019. He was a CMRSL Holder with SIDC. He passed Module 9 and exempted from Module 10.



Puan Nurazlin binti A. Samad was the former Assistant General Manager of Securities Commission Malaysia (SC) with 23 years of experience in the capital markets and financial industry. During her time with SC, she spent 7 years in the Corporate Bonds & Investment Products Department. She was also the assistant head of the Take-overs & Mergers Department with over 13 years of experience. She started off her career with SC in the Corporate Affairs Department. Her wide-ranging experience in the capital markets specifically in the space of take-overs, mergers, corporate bonds and investment products equipped her with the necessary skills to provide unique strategic and market insights.

She graduated from the University of Wolverhampton with a Bachelor of Laws (LLB).



Alan, Chang was the Head of Legal & Compliance of Toyota Capital Malaysia, a subsidiary of Toyota Financial Services Corporation (TFSC). Previously, he was a compliance manager in the AML/CFT Risk and Prevention department at OCBC Bank Malaysia. Prior to that, he worked in the Group Compliance Intelligence Unit with Ambank Berhad from 2017 to 2019, and the Financial Crime Compliance team with HSBC since 2016. He has over five years of experience in the compliance field in the financial industry. His primary focus is on financial crime compliance as well as regulatory risk.

He graduated from University of Leeds with a Bachelors of Law LLB (Honours) and he holds an Advanced Certification in AML/CFT, AICB. He has also passed the SIDC Module 9, 11 and attended the SCLE Revision Course for Module 10.



Mr. Lee Kok Heng (LLB) graduated with a Bachelor of Law (Hons) from the University of Malaya in 1987 and was admitted as an Advocate & Solicitor of the High Court of Malaya in 1988. Member of the Malaysia Bar Council since 1988.

He is currently practicing under his own law firm of Lee Kok Heng & Co. in Kuala Lumpur. He has vast experience throughout his legal career in areas of general litigation, commercial and debt recovery litigation, contractual disputes, tenancy disputes, land matters, wills, probate and administration of estates, bankruptcy and winding-up proceedings, banking and conveyancing documentations, joint-ventures and commercial agreements, distributorship and trademark licensing agreements and trademark registration.