Philippe brings over 30 years of senior management experience with International Banks in Private, Corporate and Investment Banking.
Transferred from Paris to Hong Kong in 1995 to run the operations of BNP Paribas’ Private banking Asian subsidiaries, Philippe then developed the North Asian Private Banking Platform for Rabobank (subsequently known as Bank Sarasin) supervising both client facing teams as well as the Group’s operational activities and various departments such as credit, compliance, treasury and trust.
During his time with the Rabobank Group he was also:
• Board Member of the Singapore Merchant Bank
• Board Member of the Hong Kong regulated entity
• Board Member of both the Hong Kong and Taiwan Trust Companies
He subsequently headed the Private Banking North Asian operations of ABN AMRO in which he held overall responsibilities for the activities of the group across its various Asian offices in addition to being:
• Responsible towards the Hong Kong Monetary Authorities for ABN AMRO Private Banking
• Chairman of the credit and compliance committees for North Asia as well as Member of the Asian Investment Product Committee
Before setting up LCA Solutions in 2010, Philippe was Deputy CEO of BNP Paribas Wealth Management North Asia, a group for which he worked for more than 13 years and held positions such as:
• Member of the Bank’s Asian executive committee while directly running a number of private banking marketing teams covering Asia.
• Establishing and heading the Group’s Private Banking activities in the India subcontinent from a regional base in Mumbai.
• COO/CFO for the Private banking operations of Asia and board member of its Banking and Trust subsidiaries.
• Member of Group’s audit team (“Inspection Générale”) in Paris focused on international missions that covered Private Banking, Trust and Dealing room activities.
• While stationed in North America, also held various positions in credit, legal, structured finance and M&A.
Since founding LCA, Philippe has been actively involved in answering the corporate advisory, private investment and M&A needs of clients in addition to offering more traditional wealth management and family Governance solutions.
Philippe has worked in Europe, India and North America and speaks fluent English and French. He is a regular invited speaker at wealth management and asset management conferences as well as being a judge for various awards within the industry.
He won the Asian Wealth briefing 2017 Award for “Outstanding contribution to wealth management thought leadership”.
Co-Founder and Deputy CEO
Co-Founder and Deputy CEO
Sanam brings more than 30 years of experience in the International Financial Industry and actively participated in growing the Hong Kong Private Banking Space as we see it today.
Before founding LCA Solutions in 2010, Sanam held senior management roles in international banks directly servicing the needs of High Net-worth clients but also answering the requirements of the banks themselves as a team leader and member of their North Asian Management team.
Sanam was previously Managing Director at BNP Paribas Wealth Management and Team leader at ABN AMRO, Rabobank and Bank Sarasin, also giving her more than 25 years of experience in managing and mentoring senior private bankers.
In her Senior Management roles, she held various positions including:
• Alternate Executive Officer towards the Hong Kong Monetary Authorities for ABN AMRO Private Banking
• Member of ABN AMRO North Asian Private Banking Executive Management committee
• Member of the executive management committee at BNP Paribas Wealth Management Hong Kong
• Member and alternate chair of the Client acceptance Committee at ABN AMRO and BNP Paribas
• Member of the Investment Product Development Committee (Asia) at ABN AMRO and BNP Paribas
Prior to that she held various positions at Ernst & Young and the Rockefeller Family Office.
Born and raised in Hong Kong, Sanam is a graduate from the Hong Kong Polytechnic University and speaks fluent English, Cantonese, Sindhi and Hindi.
Sanam is a Director and Co-Chairman of the board of LCA Solutions Limited. She is also a Responsible Officer and overall Manager in Charge towards the Hong Kong Financial Regulators (Securities and Futures Commission – SFC) as well as the Australian Securities and Investments Commission (ASIC) for the firms’ Financial licenses to operate in Australia.
Sanam directly heads all wealth management and investment activities of the firm in addition to sitting on all regulatory and compliance committees that operate and supervise the overall activities of the company.
As a veteran of building the Multi Family office space in Hong Kong, Sanam is a sought-after guest to discuss her views and experience of this still nascent but growing industry.
Chief Operating Officer
Chief Operating Officer
Felix brings more than 25 years’ experience in Asian Financial markets specifically in the Hedge Fund and Asset Management industry.
Felix began his career on the operational side of Investment Banking Departments at Chase Manhattan (now JP Morgan), Bankers Trust, Natwest and Deutsche Bank. .
He then spent the next 20 years setting up and building the operations of regulated buy-side asset management businesses in Asia.
Prior to joining LCA Solutions as its COO, Felix was COO at the Korean Hedge Fund QUAD Capital Management supervising Operations & Middle Office, Risk Management, Compliance & Corporate Governance, IT, HR & Accounting teams.
Felix holds a B.A. degree from Western Sydney University.
Felix speaks fluent English, Cantonese and Mandarin.
Jack Lo, CFA
Jack Lo, CFA
Jack brings over 10 years’ direct experience in the Asset Management and Private Banking field with renowned International institutions.
Before joining LCA Solutions, Jack was on the investment side of Credit Suisse Private Banking focusing on Client Portfolio Management and advising on Strategic Asset allocation. Prior to that role, Jack worked a number of years advising clients at HSBC Private Banking but also Vanguard, the American USD7 Trillion asset manager, Euromoney as well as BMO Asset Management, part of Bank of Montreal, one of the largest Canadian investment bank and financial services company.
A graduate from the University of Hong Kong with a Bachelor degree in Economics & Finance, Jack is also a Chartered Financial Analyst (CFA) charter holder.
Jack has been a licensed individual regulated in by the Hong Kong Monetary authorities (HKMA) and since joining the team the Securities and Futures Commission (SFC).
Jack speaks fluent English, Cantonese and Mandarin.”
George Kwok, CFA
Vice PresidentClient Coverage
George joined the team in 2015 and has over 10 years of experience in the Investment Industry. A graduate from Imperial College London where he obtained his Master of Engineering degree, George is also a Chartered Financial Analyst (CFA) charter holder.
George focuses on understanding, analysing and helping families with various corporate advisory solutions for their family business; he also sources and reviews direct investment opportunities.
Since Joining the team George has worked on a wide variety of sectors including Education, Media & Entertainment, Food & Beverage, Consumer & Luxury retail, Automobile & Industrial distribution as well as Aviation Financing and more traditional Real Estate opportunities.
A licensed individual regulated by the Hong Kong Securities and Futures Commission (SFC) , George speaks fluent English, Cantonese and Mandarin.
Karen joined LCA Solutions bringing 20 years of experience in the service industry. Prior to joining, she was working with HNWI Families solving their immigration issues through various countries’ specific residence by Investment programs.
A graduate of the department of Economics at the Chinese University of Hong Kong – United College, Karen has been in Business Development across various industries, aiming to answer the needs and finding the right solutions for her network of contacts in various fields.
Karen is now focused on using her extensive network to expand LCA’s reach and develop synergies with other providers that collectively with our existing offering will answer additional needs of our clients.
Karen speaks fluent English, Cantonese and Mandarin.
Vice President– Client AdvisoryClient Coverage
Tim joined LCA Solutions bringing along close to 10 years of experience in wealth management and credit analytics. Prior to Joining, Tim was working for a Fintech start-up after a few years with Nomura International and Citibank. He graduated from the University of Reading with a bachelor degree in consumer behaviour and Marketing.
Tim focuses on understanding and servicing the needs of clients while nourishing an interest in analytical reviews of investment opportunities.
A licensed individual regulated by the Hong Kong Securities and Futures Commission (SFC), Tim speaks fluent English, Cantonese and Mandarin.
Managing DirectorAccounting Manager
Yvonne joined the team from a CPA firm where she was a Senior Associate auditing the financial, manufacturing and trading industries.
Yvonne studied accounting at the University of Manchester before graduating from the University of Salford, UK, with a Bachelor degree in Business and Financial Management. She is also a member of the Association of Chartered Certified Accountants (ACCA) and is studying for her CPA Certification.
Yvonne focuses on all accounting, finance and middle office issues within LCA with a goal to obtain her SFC qualifications.
Yvonne speaks fluent English, Cantonese and Mandarin.
Mason joined the team with nearly 10 years of experience in the financial and banking industry having worked mostly for HSBC but also Saxo Capital Markets and the accounting firm of Grant Thornton.
A graduate from the United Kingdom’s University of Bournemouth, Mason majored in Accounting and Finance.
Mason focuses on helping clients with the daily operations of their wealth management accounts.
A licensed individual regulated by the Hong Kong Securities and Futures Commission (SFC), Mason speaks fluent English, Mandarin and Cantonese.
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