• About Us

Our Team

Meet the dedicated professionals behind Yan Yun Family Office, committed to excellence and personalized wealth management.

Tommy Cheung

Managing Director & Chief Investment Officer

Mr. Tommy Cheung brings over 25 years of experience in private banking and ultra-high-net-worth (UHNW) wealth management. As one of the earliest private bankers in Hong Kong to focus on the China market, he has held key leadership roles including Managing Director and Head of UHNW China at UBS, Head of China for Greater China at Credit Suisse, and Team Head at HSBC Private Bank. Mr. Cheung has deep expertise in cross-border asset allocation, multi-jurisdictional structuring, and family succession planning. He is known for his ability to manage client portfolios across multiple banking platforms, enabling strategic diversification and capital efficiency. Since 2020, he has dedicated his work to serving UHNW families with fully customized, full-lifecycle global wealth solutions. His approach emphasizes long-term capital preservation, sustainable growth, and intergenerational legacy planning.

 

 

 

 

 

 

 

 

Ravi Wong

First Vice President

Wong Wai Sun

Head of Client Management

Amy Yeung

Managing Director

Emma Zhao

Vice President

Todd Li

Vice President

Stephen Ye

Vice President
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Ravi Wong

First Vice President

Mr. Ravi Wong has over 15 years of experience in investment and wealth management, with a strong focus on macroeconomic research, equity markets, and portfolio strategy. He previously led a proprietary trading team managing over HKD 300 million, gaining hands-on experience in execution and risk control. Mr. Wong is also a well-known financial commentator in Hong Kong, frequently appearing on television, radio, and online platforms. He regularly contributes market insights to newspapers and financial publications, and is regarded as an influential voice in the local investment community.

Wong Wai Sun

Head of Client Management

Mr Wong has been the Director and Deputy role of the operation team in various financial institutions, with leading efforts in operation, case investigation and profile system with nearly 20 years. He has experience in various positions of investment bank, mainly focus on fixed income and support function. With a robust understanding of operation in financial institutions, he ensures that his team to foster positive experiences for both institutions and end clients. He holds the MBA and the degree in Economics and Finance in oversea universities. He is also a holder of the Certified AML Professional (CAMLP).

Amy Yeung

Managing Director

Ms. Amy Yeung has more than 30 years of experience in banking and private wealth management. She has held senior positions at DBS Bank and top international private banks, including CA Indosuez, ANZ, ABN AMRO, and Citi Private Bank. Her expertise covers portfolio management, strategic asset allocation, and intergenerational wealth planning. She previously served as Managing Director at a reputable Hong Kong-based wealth advisory firm. Ms. Yeung holds the Certified Private Wealth Professional (CPWP) designation and a Business Administration degree from Newport University, USA.

Emma Zhao

Vice President

Ms. Emma Zhao is a seasoned leader with over a decade of distinguished experience, specializing in asset management, business development, middle-office operation and team leadership. She worked in a financial platform of State-Owned Enterprise previously, a Fortune Global 500 company. She led the end-to-end development of the asset management business and the operational framework thoroughly from scratch. She experienced the full business cycle and end of rigid the business expansion rapidly and reached to maximum level with AUM CNY10 billion. Emma holds double degrees in finance and mathematics respectively as well as an MBA. She is familiar with the cross-resource integration and has a strong insight of culture and market difference in both Chinese and international. She always takes a long-term and prudent approach for clients’ asset management. 

Todd Li

Vice President

Mr. Li possesses over 10 years of experience in financial investment and asset management, having served as an investment manager at various large-scale industrial investment groups and leading financial institutions. He specializes in conducting in-depth analysis of macroeconomic trends and industry cycles, with a proven ability to construct risk-controlled asset allocation strategies that deliver long-term growth for his clients in complex and volatile market environments. Mr. Li is a CFA Charterholder and holds a Bachelor’s degree from Zhejiang University, China, and a Master’s degree from The Hong Kong Polytechnic University.

Stephen Ye

Vice President

Stephen Ye, an accomplished professional with a Master’s degree from the University of Manchester, is a seasoned expert in international finance and asset management. With over twenty years of international education and professional experience, including more than 16 years specifically dedicated to offshore asset allocation, Stephen brings a wealth of industry knowledge and practical expertise to his clients. Throughout his prestigious career, Stephen has held executive leadership positions at several Fortune 500 companies, demonstrating exceptional strategic vision and the ability to manage complex global operations. This multi-faceted background has fostered a profound understanding of the Hong Kong, Mainland China, and Middle Eastern markets, allowing him to precisely navigate diverse regulatory landscapes and market dynamics.

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