Career Orbis Access, Royal Bank of Canada
Education University of Toronto
Location Bermuda, Toronto, Hong Kong
I was born and raised in Hong Kong for most part of my life. Being in an Asian family, I have always been told what I should do e.g., being diligent to achieve good grades in class, attending extra-circular activities to brush up my “profile”. It’s not that I had a difficult time in my childhood (in fact I deeply appreciate how my parents had fostered a great environment for me), but because life was so well-planned, I have always wanted to take a more exploratory path.
My journey began with my undergraduate studies at the University of Toronto. Having gone in with the aim to graduate as a Financial Economics specialist (which is highly quantitative driven and would have probably led me to careers in academia), I switched mid-way to pursue a Commerce degree which I had found to be more application-centric. My career aspiration has also changed at a later course. Having interned at multiple banks (including HSBC, Royal Bank of Canada and DBS Bank) before, I have always thought banking would be where I would be in the future. However, upon taking an Entrepreneurship class, I became a lot more interested in the ‘why’ and ‘how’ things work rather than wholly focused on the ‘what’. It has also rekindled my passion to build a startup, a thought that was long-forgotten since the end of my childhood project (the creation of an artificial intelligent device that helped the visually impaired to board public transit).
Interestingly, it is because of this detour that eventually led me to meet an alumni during an information session and subsequently join Orbis Access, a company that was starting to build an investment platform to distribute mutual funds to UK retail investors. Thus far, I have learned a tremendous amount, from putting together the fundamental modelling for UK’s 1st performance-only based management fee, to driving end-to-end value proposition and strategy development. We have just recently launched our platform, and I hope our venture would be a long term success.
I AM HAPPIEST WHEN...
Simply 2 things:
1. Traveling to new places – Partly because of my exploratory nature to discover the unfamiliar, and partly my interest to learn about different heritage and cultures. What I have also come to appreciate after traveling to 30+ cities in the past few years is to hear the recollection of memories from the locals – it allows me to see the place through a different lens with different emotions, an experience that I would have never gotten simply by reading my National Geographic subscriptions
2. Culinary creation – This begins when I first moved to Bermuda (yes, this is where I’m based now) where there are very limited options for Asian cuisine. While I was semi-“forced” to cook my own meal almost day, it has gradually become my hobby – not only because I get to enjoy different dishes while trying various recipes, but also because it is as much of an art as a science; getting the inspiration right is an interesting creative journey!