Alvin Ma

Alvin Ma

Managing Director & Partner
Axiom Investment Management Limited

Mr. Ma has been involved in the wealth management & investment banking field for over 36 years. Mr. Ma received his Master of Science in Accounting and Finance from the Oklahoma State University, U.S.A.

Alvin Ma is now Managing Director & Partner {Responsible Officer (RO) of both Type 4 & 9 License under the Securities Futures Commission (SFC) in HK} of Axiom Investment Management Limited, an asset protection and management advisory company opened since 1996 and licensed (ADC118) since 2004 under Type 4 Advising in Securities and 9 Asset Management Regulated Activity (RA) issued by the SFC in Hong Kong.

Prior to Axiom, Alvin was Senior Vice President & Head of Private Banking, of East West Bank in HK responsible for HK, Macau & PRC wealth management business development & marketing.

Prior to East West, Alvin was Head of Private Banking, previously as Head of Emerging Wealth Private Banking EFG Bank in Hong Kong.  Prior to joining EFG, Mr. Ma was the General Manager and Head of Private Banking China CITIC Bank International Limited (CNCBI).  He also held senior positions in wealth management business development & marketing in UBS AG Hong Kong and Credit Suisse respectively. In addition, he worked as Regional Head, Investment Sales, North East Asia, Wealth Management, Standard Chartered Bank in Hong Kong & Regional Head, Treasury Advisory.

He has been successfully granted the Certified Private Wealth Professional (CPWP®) Certification under the Hong Kong Private Wealth Management Association (PWMA).  He is also a Certified Financial Management Planner (CFMPTM) member and a Certified AML Professional (CAMLP) / Associate AML Professional (AAMLP) member under The Hong Kong Institute of Bankers (HKIB).

馬先生投身財富管理及投資銀行事業逾37年之久。馬先生畢業於美國奧克拉荷馬州立大學, 並榮獲理科碩士學位, 主修會計與財務。

馬偉國先生現任明懿資產管理有限公司(Axiom)公司董事總經理董事总经理合夥人{香港證監會(SFC HK)轄下的(第四類)就證券提供意見及(第9類)提供資產管理之持牌主管人員} 。明懿是一所自1996起香港證監會認可的資產管理公司{香港證監會(SFC HK)轄下的(第四類)就證券提供意見及(第9類)提供資產管理之持牌資產管理公司}。

于現職之前馬先生任職美國華美銀行(East West Bank)私人銀行主管。他負責香港, 澳門和中國財富管理業務發展及市場推銷之工作。

于華美之前馬偉國先生任職瑞士盈豐銀行(EFG Bank),私人銀行部主管,前為新興的財富私人銀行業務主管。于加入瑞士盈豐銀行 (EFG 銀行) 之前,馬先生任職中國中信銀行國際有限公司 (CNCBI) 總經理和私人銀行業務主管。馬先生先後在瑞士銀行(瑞銀集團) 及瑞士信貸(瑞士信貸)財富管理及商業銀行部門擔任執行董事及業務主管。另外,馬先生也曾任職渣打銀行先後負責多個業務領域及擔任不同職務。包括: 曾擔任香港區區域主管及投資顧問,負責東北亞地區財富管理業務。

馬先生現為金管局(HKMA)註冊的持牌人。他又擁有香港私人財富管理公會(PWMA)註冊私人財富管理師(CPWP®)之專業認證。此外,他又為香港銀行學會(HKIB)專業財富管理師(CFMPTM)及認可反洗錢專業人員/反洗錢專業人員((CAMLP / AAMLP)之成員。

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