OUR TEAM
John Yen, CFA, FRM, CAIA

John Yen is Managing Director of Fusion Wealth Management Limited ("Fusion").

Mr. Yen has over 20 years of investment experience in international capital markets. He has strong credentials on fund management with experience on managing various mutual funds, pension funds, insurance investment portfolios as well as institutional accounts.

Mr. Yen earned a Master's degree in Business Administration from the State University of New York at Buffalo and a Master of Science degree in Finance from New York University.

He holds Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA) and Financial Risk Manager (FRM) designations. Mr. Yen has been approved by the Securities and Futures Commission in Hong Kong as a Responsible Officer licensed for Type 4 (advising on securities) and Type 9 (asset management) regulated activities.

Mr. Yen held senior positions with different financial institutions such as Aetna, Rothschild and China Merchants. He was deputy chairman and executive director (2013-2016) of China Financial Leasing Group (stock code:2312) and independent non-executive director (2008-2010) at First China Financial Network Group (stock code:8123).

Mr. Yen was the founder of Yuan Asset Management Limited, which was acquired by China Minsheng Financial Holding Corporation Limited (stock code:0245) in 2015.

Michael R. McGaughy, CAIA

Michael R. McGaughy is Head of Research and Portfolio Manager at Fusion Wealth Management Limited ("Fusion").

An award-winning analyst with a distinctive research methodology, Mr. McGaughy has extensive investment experience spanning buy- and sell-side research; and equity, fund-of-hedge-funds, and private equity fund management. He has analyzed, and invested in companies and managers in over 20 countries around the world.

With over 20 years of experience in Asia, Mike speaks is often quoted in the press and speaks at investment conferences. He has written and published over five books and research reports on business conglomerates including Inside China's Corporations, Inside Corporate ASEAN, Indonesia's State-Owned Enterprises, A Guide to Indonesian Business Groups and Compass Malaysia – A Navigational Guide to Malaysian Business Groups.

Mr. McGaughy graduated from University of Vermont with a BSc in Economics and completed concentrations in Mathematics and Chinese. He is also a holder of the Chartered Alternative Investment Analyst (CAIA) designation. He has been approved by the Securities and Futures Commission in Hong Kong as a Responsible Officer for Type 4 (Advising on Securities) and Type 9 (Asset Management) regulated activities.

Mr. McGaughy first came to Asia as an exchange student in 1985 and has been involved with the region ever since. Before joining Fusion, he worked in Beijing, Hong Kong and Singapore with different companies including HSBC, Crosby Group and StoneWater Capital.

Mr. McGaughy is setting up a global fund that utilizes his unique research style and wide-reaching experience. He writes a personal blog on investing and other topics at http://michaelmcgaughy.blogspot.hk.

Elaine Chow

Elaine Chow is Director of private banking of Fusion Wealth Management Limited ("Fusion").

Elaine Chow was born in Hong Kong and studied at Harvard University. Ms. Chow was involved in the management of family businesses in the 1990s, including retail, education, philanthropy, and infrastructure development projects. During the period, she was Director of Sales and involved in developing business partnerships and joint ventures with other Hong Kong family businesses.

Ms. Chow began her banking career in 2000 as a Private Banking Account Manager at Credit Suisse, Sun Hung Kai Financial Group and Nomura Securities, as well as Senior Vice President of Private Banking in China business at BNP Paribas. Ms. Chow also participated in real estate project in Macau Galaxy Resort and Hotel Okura project.

Ms. Chow is committed to charity through with a South African non-profit organization. It nurtures leadership, empowers women in the workplace, and helps them start their own businesses. She is an inspirational person in her alma mater, also a frequent speaker at Asia Pacific Private Wealth Management Summit and Home Office Conference.

Lowcock, Keith Patrick

Lowcock, Keith Patrick is Operation Director of Fusion Wealth Management Limited ("Fusion").

Mr. Lowcock graduated from University of Leicester with PgC in Business Administration. He worked for Ernst & Young in Hong Kong, specializing in tax investigation, audit, accounting compliance and reporting.

He was the registered person of Hong Kong Monetary Authority (HKMA) for Type 1 (Dealing in securities) and Type 4 (Advising on securities) regulated activities. He has the qualifications for Type 1(Dealing in securities), Type 4 (Advising on securities) and Type 6 (Advising on corporate finance) by Securities and Futures Commission (SFC).

Mr. Lowcock was a team leader supporting various investment products in DBS Bank (HK) Limited. He also monitored and supervised the operation process to ensure efficiency and maintain compliance with HKMA and SFC requirements and standards; he also represented the investment products team to participate in the risk and compliance working committee.

Prior joining Fusion, Mr. Lowcock was appointed as Assistant Vice President of Galaxy Entertainment Group (stock code: 0027). He was responsible for developing the hotel strategic plan, implemented a business model to include Hotel Okura as part of the Galaxy Macau resort offers to secured Hotel Okura management contract.

Yandy Suen

Yandy Suen is Financial Controller of Fusion Wealth Management ("Fusion").

Ms. Suen holds B.A. in Accounting and Finance from Edinburgh Napier University. She is the member of CPA Australia and Hong Kong Institute of Accredited Accounting Technicians. She has the qualifications of Estate Agents of Estate Agents Authority (EAA) and Type 1 (Dealing in securities), Type 4 (Advising on securities) & Type 9 (Asset management) of Securities and Futures Commission (SFC).

Ms. Suen has over 15 years of accounting experience in different industries such as retail, business services, real estate and finance. In addition to Accounting, she has involved to dealing with the properties transaction in Hong Kong and liaised with auditors, bankers & lawyers.

Ms. Suen has served the management team and develops the company’s policies and monitors the compliance issues.

Ming Yan

Ming Yan is Director of Administration of Fusion Wealth Management Limited ("Fusion").

Ms. Yan graduated from Royal Holloway, University of London with MBA in International Management. Ms. Yan has more than eight years of experience in Fund Management, specializing in fund administration, including preparation of fund brochures, portfolio reports and handling license applications and compliance issues.

Ms. Yan also obtained the Hong Kong Estate Agent’s (Individual) License with over 5 years’ experiences in dealing with the commercial projects of the Hong Kong real estate agency and analyzing the future of the global property markets (including investment standards, government policies, taxation, interest rates and building structure codes).

NEWS
Fusion and its key people have been featured in the following new items:
  • 23 May, 2013
    Michael R. McGaughy speaks about his research strategy on Asian business ...MORE
  • 15 May, 2012
    Author of Inside China's Corporations, Michael R. McGaughy presents his ...MORE