Management Team

Management Team

Mr. Lai Shu Fun, Alvin (Chief Executive Officer)

Mr. Lai is the Founder and Chief Executive Officer of Opus Financial Group. Mr. Lai has over 18 years of financial industry, investment banking, private equity and legal experience in Asia and Australia. Mr. Lai is a qualified legal practitioner in New South Wales, Australia and licensed as a Responsible Officer by the SFC. He is responsible for overseeing the business development and day-to-day operations of Opus Financial Group, in particular on all corporate finance transactions and special situations investments. Prior to founding Opus Group, Mr. Lai was the Executive Director and Head of LJ Capital Asia (“LJCA”), where he oversaw all investments in Asia from 2010 to 2014. LJCA is part of LJ Group, a privately held multi-family office with over US$7BN of assets under supervision. From 2006 to 2010, he was also a Corporate Finance Director of Cushman & Wakefield Capital Asia which was the dedicated Asian real estate investments & finance arm of C&W with a total of US$150M of real estate assets under management. Mr. Lai was also previously Head of Corporate Finance for Platinum Securities Company Limited, during which time he led Platinum to be ranked 12th by Bloomberg for HK Mergers & Acquisition in 2005 and 13th and 22nd by Thomson for Asia (ex-Japan) Mergers & Acquisition in 2005 by number of deals and by size of deals respectively. Mr. Lai holds a Bachelor of Commerce and a Bachelor of Law from the University of Sydney, Australia.

 

Mr. Cheung Wai Hung, David (Group Managing Director)

Mr. Cheung is the Group Managing Director and Founding Member of Opus Financial Group. Mr. Cheung has over 20 years of managerial experience in Direct Investment, Private Equity, Fund Management, Merger & Acquisition, Real Estate Portfolio Management and Finance, covering both Hong Kong and China markets. Mr. Cheung is a CFA Charterholder, and qualified members of CPA Hong Kong and Australia respectively. Prior to founding Opus Group, Mr. Cheung was the Senior Investment Director of Orion Partners since 2006, a private equity firm with asset under management over US$1.5 billion (formerly known as Ajia Partners). Between 1993 to 2006, Mr. Cheung also served in various positions in several international companies, including Shanghai State-owned Assets Enterprise, Dresdner Bank Group, Thornton Asset Management and Deloitte Touche Tohmatsu. Mr. Cheung received his Bachelor of Economics from the University of Sydney, Australia.

 

Mr. Tang Tsz Tung, Peter (Group Managing Director)

Mr. Tang is the Group Managing Director and Founding Member of Opus Financial Group. Mr. Tang has a wealth of working experience in dealing in securities, fund management, corporate management and corporate finance. Mr. Tang is licensed as a Responsible Officer by the SFC. Prior to founding Opus Group, Mr. Tang was an Executive Director at Capital VC Limited (Hong Kong); and an investment manager at Astrum Capital Management Limited. His role was to develop and manage an equity investment portfolio with focus in Greater China. He also worked in Citigroup Global Market (Asia) Limited and HSBC Private Bank (suisse) SA from 2000 to 2010 with asset under management over US$300 million. Mr. Tang holds a Bachelor degree in Civil Engineering from University College London, UK.

 

Mr. Zhu Yong Ming, Kelvin (Chief China Representative)

Mr. Zhu is the Chief China Representative of Opus Financial Group. Mr. Zhu has over 20 years of managerial experience in investment, corporate finance and corporate financial management. Mr. Zhu has been an Investment Director of a company listed on The Hong Kong Stock Exchange since 2005. Mr. Zhu has also served as the Finance Director for China in several American and European companies and as the manager in a financial advisory company in Hong Kong. Mr. Zhu graduated from Thunderbird School of Global Management in the United States with a MBA degree. Mr. Zhu is also a Certified  Accountant in China and a Certified Internal Auditor.

 

Ms. Koh Kwai Yim, Lina (Executive Director - Corporate Finance)

Ms. Koh is an Executive Director and a Responsible Officer of the Corporate Finance department of Opus Financial Group . Ms. Koh has over 26 years of experience in the financial industry including corporate finance, tax and audit. Ms. Koh is licensed as a Responsible Officer by the SFC. She is a fellow chartered accountant in England and Wales (ICAEW) and Hong Kong (HKICPA), and a member of CPA Australia. Prior to joining Opus Financial Group, Ms. Koh was an Executive Director – Corporate Finance at Guosen Securities (HK) from 2011 to 2015. Prior to this, she was a Director – Corporate Finance at UOB Asia (Hong Kong) from 2007 to 2011. Ms. Koh was also a Director – Corporate Finance at Southern Investment Bank in Malaysia from 2001 to 2007 and became the Head of Corporate Finance in 2006. She also worked at Amanah Merchant Bank and KPMG in Malaysia and Touche Ross, London. Ms. Koh obtained her Bachelor of Laws (LLB) at the London School of Economics and Political Science, the United Kingdom.

 

Ms. Ng Yuen Ting, Bonnie (Director – Investment Management)

Ms. Ng is a Director and a Responsible Officer of the Investment Management department of Opus Financial Group. Ms. Ng has accumulated over 15 years of diversified experience in the finance industry covering securities & futures dealing, fund & portfolio management, and principal investment in non-listed securities, and she is a CFA Charterholder. Prior to joining Opus Financial Group, Ms. Ng worked at CITIC International Assets Management Limited, a member of the CITIC Group, and held the position of Assistant Vice President in the Strategic Investment department engaging in the direct investments in private companies (focusing on China) for the company's principal investment portfolio. Prior to this, she worked in research and investment management at Platinum Holding Company Ltd and sales and trading at Shenyin Wanguo (H.K.) Limited. Ms. Ng obtained her Bachelor degree in Business Administration from the University of Michigan, Ann Arbor, the United States.

 

Ms. Carmen Zhang (Director – Corporate Finance)

Ms. Zhang is a Director and a Responsible Officer of the Corporate Finance department of Opus Financial Group. Ms. Zhang has accumulated nearly 10 years of experience in the finance industry, including initial public offering, audit and mergers and acquisitions. Prior to joining Opus Financial Group, she worked in Heinz China and held the position of manager in the finance department where she was involved in the analysis, implementation and integration of potential mergers and acquisition projects of the group. Prior to this, she worked in KPMG China and provided audit services to IPO clients to be listed in Hong Kong or the United States. Ms. Zhang obtained her Bachelor of Art degree in Computer Science from the University of Cambridge, the United Kingdom.

 

Mr. Andrew Cheung (Director – Corporate Finance)

Mr. Cheung is a Director of Corporate Finance department of Opus Financial Group. Mr. Cheung has over 14 years of experience in the financial industry including corporate finance advisory, merger and acquisition advisory and audit. Mr. Cheung is a member of Chartered Accountants Australia and New Zealand and a member of the Hong Kong Securities and Investment Institute. Prior to joining Opus Financial Group, Mr. Cheung was an Associate Director with Oceanwide Capital Limited, the investment banking arm of China Oceanwide International Financial Limited (stock code: 952.HK). Prior to this, he was an Associate Director at Somerley Capital Limited, the main subsidiary of Somerley Capital Holdings Limited (stock code: 8439.HK) from 2010 to 2017. Mr. Cheung had also worked in the M&A department of KPMG Hong Kong and Deloitte’s corporate finance departments in Australia and Singapore. He obtained his Master of Commerce (Funds Management) at The University of New South Wales. He also received his Bachelor of Commerce (Accounting)/ Bachelor of Business Administration at Macquarie University, Australia.

 

Mr. So Chi Hung, Thomas (Associate Director – Finance)

Mr. So serves as the Associate Director of Opus Financial Group. He has more than 20 years experiences in accounting and financial management. Prior to joining Opus Financial Group, he worked as the financial controller at a MNC company for over 9 years and a Hong Kong listed company for more than 2 years. Mr. So graduated from The Hong Kong Polytechnic University with a Master degree in Accountancy and he is a qualified accountant and a member of the Hong Kong Institute of Certified Public Accountants.

 

Mr. Leung Tai Wai (Associate Director – Securities Dealing)

Mr. Leung is an Associate Director of the Securities Dealing Department of Opus Financial Group. Mr. Leung has experience in trading petroleum, including physical and futures, and chemicals for more than 10 years and has accumulated nearly 10 years of experience in the finance industry, particularly in securities & futures trading and asset management. Mr. Leung has been licensed as a Responsible Officer by SFC since 2015. Prior to joining Opus Financial Group, he worked in various financial services firms and supervised daily activities of these companies. He has extensive experience and broad knowledge in relation to securities and futures brokerage business.

 

Ms. Wong Kwan Nga, Ada (Compliance Manager)

Ms. Wong serves as the Compliance Manager of Opus Financial Group. Ms. Wong is mainly responsible for overseeing the group’s compliance and regulatory functions.  She is also responsible for compliance reporting and ensuring that group internal policies and operation procedures are in compliance with the requirements of the relevant laws, codes and guideline. Prior to joining Opus Financial Group, she worked as a compliance manager at a financial services company listed on the Main Board of The Stock Exchange of Hong Kong Limited. She obtained a Bachelor of Law degree from University of Manchester, the United Kingdom.