Chairman
Audrey is the Founder of ALPS Group subsequent to the Management Buy-Out in December 2002 from Julius Baer.  She was previously the Managing Director of Julius Baer Investment Advisory (Asia) Ltd. since 1995.  Audrey also worked for Citibank from the early 1980’s in its corporate bank, country office and for the last 7 years, building up Asian Family Business, North Asia, for its Private Bank. She is Chartered Accountant qualified in Ontario, Canada.

CEO
Jonathan joined ALPS Advisory in 2017.  In addition to being the CEO, he leads the group’s less liquid investments ranging from private equity, real estate, to direct investments.  Prior to joining ALPS, Jonathan was the co-founder and Chief Operating Officer of SaferTaxi Ltd., a pan-Latin American technology platform providing transportation solutions for businesses.  He started his career in Oil and Gas purchasing at Husky Energy in Calgary, Canada.  Jonathan holds an MBA from Harvard Business School and a B.A. in Economics and International Affairs from George Washington University, U.S.A.

Managing Director
Vincent joined ALPS Advisory in 2018 as Managing Director and is the Head of Investments.  His main focuses are designing and developing investment strategies and solutions, selecting external managers and actively managing the ALPS Fund.  Prior to joining ALPS, Vincent was a senior portfolio manager at Asia Capital Re in Singapore, where he was responsible for managing the reinsurer’s multi-asset investments.  Before joining Asia Capital Re, Vincent worked in the United Kingdom, as an alternative investment portfolio manager at Aerion, a muilti-asset portfolio manager at MMC UK pension fund and a global bond fund manager at British Airways Pension.  He holds a Master’s degree in International Trade and Finance from Lancaster University, UK and is a Chartered Financial Analyst (CFA).

Managing Director
Amy has been with ALPS since inception and heads the client servicing and operations areas. This includes the responsibility for compliance issues of ALPS Advisory.  She joined Julius Baer in 1995 as service manager.  Prior to joining Julius Baer, Amy worked with the Private Banking Group of Citibank Hong Kong from 1988.  Amy is a CFP® practitioner and is an Ordinary Member of the Institute of Financial Planners of Hong Kong.  She received a B.A. (Hons) in Financial Services from Napier University, UK.

Director
Eva joined ALPS Advisory in 2014 and is in charge of client servicing and reporting. Prior to joining ALPS, Eva worked at EFG Bank AG, JP Morgan Chase Bank and ABN AMRO Bank N.V. on the client services teams for over 13 years. She received her Bachelor of Arts in Economics from University of Victoria, Canada.

Assistant Director
Benjamin joined ALPS Advisory in 2012.  He handles client servicing and reporting.  Prior to joining ALPS, he worked with the Four Seasons Hotel Group.  Benjamin holds a Bachelor of Arts in Marketing from the University of Denver, U.S.A.

Assistant Manager
Mark joined ALPS Advisory in 2023 as Assistant Manager. He takes part in client servicing and reporting. Mark has diverse background in investment advisory and management consulting. Prior to joining ALPS, he worked as senior consultant at KPMG Hong Kong and an analyst in a family office. He received his Bachelor of Science with Honours in Accounting and Finance from University of Sussex, U.K.

Assistant Director
Tiffany joined ALPS Advisory in June 2022 as Assistant Director. She handles fund operations and accounting. Prior to joining ALPS, Tiffany worked as Audit Manager at Deloitte Touche Tohmatsu and Audit Accountant at Grant Thornton. Before joining Grant Thornton, she worked at several CPA firms with total of over 8 years of experience in investment industry. She received her Bachelor of Business Administration in Professional Accounting (Hons) from The Open University of Hong Kong. She is a Certified Public Accountant (CPA).

Office Manager
Fiona joined ALPS Advisory in 2011 as Office Manager.  She is in charge of all office administration and involved with client reporting.  Before joining ALPS, Fiona had worked in office administration at various boutique investment/property/credit information firms for over 24 years.

Senior Analyst
Terrence joined ALPS Advisory in 2009. He is involved in investment due diligence on funds and equities research. He pays particular attention to managing the in-house Global Equities fund. Terrence is also overseeing the information technology development of the company. Previously, Terrence worked in the IT industry with 8 years of experience in software development. He received his degree in Information Engineering from Chinese University of Hong Kong. He is a Chartered Financial Analyst (CFA).

Analyst
Scott joined ALPS Advisory in 2020 as Analyst, after having interned with the Company in 2018. Within the Investment team, Scott is involved with fund analysis, monitoring and reporting, both on the liquid and less liquid investments. He received his Bachelor of Business Administration in Accounting and Finance from The University of Hong Kong. He is a Chartered Financial Analyst (CFA).

Analyst
Dicken joined ALPS Advisory in 2021. He is responsible for investment research. Prior to joining ALPS, Dicken worked in Centre for Asia Private Equity Research Limited and has 4 years of experience in research. Dicken received his Bachelor of Science degree in Mathematics and Economics from The Hong Kong University of Science and Technology. He is a Chartered Financial Analyst (CFA).

Managing Director
Ling joined ALPS Advisory in March 2021 as Managing Director. She joined ALPS from UBS Wealth Management Division where she spent over 20 years there. She started her career in the banking industry as a management trainee at BNP IFS (HK) Ltd. Ling is responsible for building her client base and managing her clients with a holistic approach. She aims to cater her clients’ different needs throughout their lifecycle. She holds a Bachelor of Arts in Economics and Chinese History from the University of Hong Kong.

Executive Director
Michelle joined ALPS in 2016. She is responsible for marketing and client relationship management. Prior to joining ALPS, Michelle spent 7 years with JPMorgan Private Bank covering high net worth clients from Hong Kong and mainland China. She started her career as a financial analyst with Consensus Advisors Investment Bank in Boston, and received a Bachelor of Science with magna cum laude distinction from Babson College, U.S.A.

Ronnie is the Co-Founder and CIO of Penjing Asset Management (Asia) Ltd. He joined Gottex Fund Management Holdings Limited in August 2012 following its acquisition of Penjing Asset Management, where he was the founder and chief investment officer.  Ronnie was also the co-founder of Vision Investment Management (Asia) Ltd (VIM) in 2000. He joined VIM from UBS Global Asset Management in 1997.  Ronnie holds a BS degree in Finance from University of Portland, U.S.A. and an MBA in Finance from San Diego State University, U.S.A. He is a Chartered Financial Analyst.

Roland is the Head of PKB Privatbank Zurich Branch. Previously, he was co-founder and Chief Investment Officer of MBaer Merchant Bank AG. Roland has been active in the alternative investment sector since 1994. He was the Head of Alternative Multi-Management at Edmond de Rothschild and was the founding partner of SterWen BAM Ltd. in 2003. Prior to that, he was Head of Alternative Investments at HSBC Republic in New York from 2000 to 2003 and was at Julius Baer from 1994 to 2000. He started his career in finance in 1983 at UBS and is a graduate of the Swiss Banking School (1999), of the Höhere Wirtschafts- und Verwaltungsschule (1994) and of the Kaufmännische Handelsschule (1986).