Top Management Team & Responsible Officers
About Us
Top Management Team & Responsible Officers

Ms. Ying Fu
Executive Director & Responsible Officer

Ms. Ying Fu is the company Executive Director and Responsible Officer (RO). She is in charge of the business development and also the daily operation of the company. She is a SFC Licensed Representative of Type 1 activity. She was in the stock broking industry since 2001 and was promoted to Responsible Officer in 2007. She also participated in warrant trading since 2006 and provided her professional advices and analysis on stock broking incidentally.

Currently, Ms. Fu plays an important role in account executive training, enriching their professional knowledge on stock broking advisory and analysis, with sharing on her vast and successful warrant trading experience.
Ms. Winnie Lam
Executive Director and Responsible Officer

Ms. Winnie Lam is the company Executive Director and Responsible Officer (RO). She is in charge of the company administration and finance function. Ms. Lam has more than twenty years’ experience in the legal field with special focus in company law and ordinance. She also has more than ten years’ experience in business management and administration. She joined the financial industry in 2005. With her rich investment experience and in-depth analysis, she offers her valuable advice on investment and financial planning to clients.

Currently, she plays a key role in business development and to expand a diversified scope of services to our clients. She is a SFC Licensed Representative of Type 1 activity.
Mr. Norman Chan
Chief Investment Officer & Responsible Officer

Mr Norman Chan is the Chief Investment Officer of SynerWealth Financial Limited. As part of the group’s top management team, he has management responsibilities in a few areas – asset management, business strategy, risk management & compliance for the firm. He is also building company’s public profile by appearing in different public media on financial news.

Norman brings to the firm with over 25 years of professional investment experience in both discretionary portfolio & fund management and analysing & researching fund managers.

Before joining SynerWealth, between Sept 2011 & Apr 2018, Mr Norman Chan was the CIO & Director of Oreana Private Wealth (formerly NAB Private Wealth Advisory Ltd. – a wholly-owned subsidiary of National Australia Bank), where he managed all investment functions as well as helping to manage the firm. He led the investment team in portfolio management, macro analysis, fund selection and other investment research functions.

Prior to joining the Oreana team Norman was the Chief Investment Officer and Founder of Banyan Asset Management where he led the whole firm in investment as well as overall operation management. Other previous roles include CIO and Director of PCM Capital Ltd; Investment Director for Altruist Financial Group and Head of Investment Research at Allen Perkins Ltd. where he pioneered the hedge-fund research division and personally performed on-site due diligence of over 500 hedge funds in Europe and USA.

Norman holds a Bachelor of Arts in Business Economics from the Golden Gate University in San Francisco, USA. For many years he served as part-time lecturer for financial services professional courses for associations and academic institutions including Hong Kong Polytechnic University. He is frequently featured in both HK & international media including Bloomberg, CNBC, TVB, Radio HK, commenting on market related issues.