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TEAM

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Charles Jo
CEO and Director

  • Over 30 years of experience in the global finance industry covering a range of financial products, including 15 years of experience in wealth management and 16 years in investment banking

  • Formerly, Managing Director at CA Indosuez Hong Kong covering global ultra high net worth individuals with AUMs over USD 300 million for 10 years and Senior Director at Deutsche Bank Private Bank Hong Kong for 5 years

  • Formerly worked as the head of the Korean desk in major Investment Banks such as Barclays HK, UBS HK and CA Indosuez handling sales and trading of FX derivatives, capital market products and structured products

  • Graduated from Sogang University (BA in Business & Marketing) and Southern Illinois University Carbondale (MBA)

 
Daniel Kim
Senior Managing Director

  • Over 20 years of experience in equity sales to global institutional investors

  • Formerly, Senior Advisor at CAIDAO Capital Limited, in charge of sourcing and distributing equity/fixed income funds and alternative investment funds to institutional investors

  • Formerly, Managing Director at Carret Private Capital, responsible for sourcing and distributing equity/fixed income funds and alternative investment funds to institutional investors

  • Formerly, Managing Director at Shinhan Investment Asia, leading a team responsible for sourcing global alternative investment products such as credit, infrastructure, private debt/equity funds

  • Formerly, Managing Director at Korea Investment & Securities, covering equity sales to global institutional investors

Graduated from Korea University (major in English Language and Literature with a minor in Business Administration) and Korea University (MBA with concentration in Finance)

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Heather Kui
Senior Associate

  • Formerly, Senior Associate at Finex Hong Kong Limited, responsible for originating private equity and private debt funds from Europe and Australia with fund size in the range of USD 500M-2B, and direct deal investments in the real estate/infrastructure sectors.

  • Formerly, Associate at KPMG, responsible for examining company accounts and financial control systems on real estate companies in Hong Kong and China.

  • Syracuse University, Bachelor of Science, Accounting Major (2017)

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