Group Introduction
JMC Capital Group Limited

The Hong Kong-based JMC Capital Group, founded in 2017, connects to mainland China and extends its business presence into global markets.

As a comprehensive, fully licensed financial service platform with rigorous internal control, JMC Capital adheres to the values and operating philosophies of “integrity, professionalism, growth and mutual benefit”, and provides global asset allocation and planning and other comprehensive financial services for high-net-worth individuals and institutional clients. Our services include “family office”, “personal banking and external asset management (EAM)”, “trust set up and tax planning”, “establishment, issuance and management of privately offered funds”, “global insurance”, “wealth preservation and inheritance”, “securities and futures brokerage”, and “overseas immigration and real-estate investment”.

We partner with top private banks, internationally renowned investment banks, securities brokers and insurance companies across the globe, such as UBS, Credit Suisse, Morgan Stanley, Goldman Sachs, BNP Paribas, Citi, Julius Baer, EFG Bank, Nomura, BOS (Bank of Singapore), DBS, Deutsche Bank, LGT Bank, VP Bank, Leonteq Securities, Vontobel, Interactive Broker, CICC (HK), CCBI (CCB International), CMBI (CMB International), BOCI (BOC International) and Huatai Financial Holdings.

JMC Capital has established global investment and custody centers in Hong Kong, Singapore, Switzerland and Liechtenstein as well as branches in Singapore, Beijing, Shanghai, Hangzhou and Shenzhen. Empowered by a global service network, we have been providing reliable asset allocation services for clients globally.


License & Qualifications

The Group’s subsidiaries are licensed by the Securities and Futures Commission (SFC) to provide clients with Type 1 (dealing in securities), Type 2 (dealing in futures contracts), Type 4 (advising on securities), Type 5 (advising on futures contracts) and Type 9 (asset management) regulated activities. Besides, we are a Licensed Insurance Intermediary License from the Insurance Authority of Hong Kong, and we hold the Real Estate Agency License from the Estate Agents Authority of Hong Kong, the Trust or Company Service Provider License from the Company Registry, the CMS License from the Monetary Authority of Singapore.

1Class
Type 1 Dealing in securities

·Trading/broking stock options for clients

·Trading bonds for clients; buying/selling mutual funds and unit trusts for clients; placing and underwriting of securities

2Class
Type 2 Dealing in futures contracts

·Trading/broking stock options for clients

·Trading bonds for clients; buying/selling mutual funds and unit trusts for clients; placing and underwriting of securities

4Class
Type 4 Advising on securities

·Giving investment advice to clients relating to the sale/purchase of securities

·Issuing research reports/analyses on securities

5Class
Type 5 Advising on futures contracts

·Giving investment advice to clients relating to the sale/purchase of futures contracts

·Issuing research reports on futures contracts

9Class
Type 9 Asset management

·Managing a portfolio of securities or futures contracts for clients on discretionary basis

·Managing funds on discretionary basis

Group structure
Corporate culture
JMC Capital adheres to the principles of “integrity, professionalism, growth and mutual benefit”. The company’s practice is to customize one-stop financial solutions according to client's demands, offering effective, high-quality services with professionalism and integrity, to help achieve what client's goals.
Professional team
Management

Elina Chan

    Elina Chan

    Ms. Elina Chan, the CEO and executive director of JMC Capital Group. She is a thinker, practitioner, spotter and linker of opportunities, resources and talents.

Benjamin Ho

    Benjamin Ho


    Mr. Benjamin Ho is Deputy Chief Executive Officer and he heads the Legal and Compliance Department of JMC Capital Group.


    Mr. Ho is a lawyer registered in Hong Kong and the UK. Additionally, he's a certified public accountant in Hong Kong and a chartered accountant in England and Wales.


    Mr. Ho has vast experience in assets management, acquisition and mergers as well as in enterprise financing transactions (including those in the capital and bond markets). Mr. Ho worked for several respected law firms and financial institutions in Hong Kong.


    Mr. Ho offers legal opinions on the type 1, 2, 4, 5, 6 and 9 regulated activities of the SFC for JMC Capital Group. He also lends his professional legal opinion to asset-management personnel and other members of the JMC fund-management team so as to help guide sound practices under the supervision of the Securities and Futures Commission ("SFC"). Thus, he ensures that operations are in conformity with the SFC's operational guidelines as well as the fund-management regulations.


Chief Investment Officer

Steve Chang

    Steve Chang


    Mr. Steve Chang graduated from Columbia University in New York City with degrees in Engineering and International Finance. Mr. Chang is the Chief Investment Officer of JMC Capital Group.

    With more than 25 years of industry experience, Mr. Steve Chang served as Managing Director at Bank of America Merrill Lynch; Head of Single Stocks Equities Derivatives trading at Morgan Stanley and Citigroup; Senior Managing Director at Rays Capital.

    At Bank of America Merrill Lynch, Mr. Chang managed Equities Trading and Global Proprietary Trading Group in Asia. Prior to Bank of America Merrill Lynch, Mr. Chang was Senior Portfolio Manager at CSOP Asset Management where he managed absolute return portfolios and QDII fund. At Rays Capital, Mr. Chang managed absolute return portfolios.


Private Equity Department

Brian Chang

    Brian Chang

    Mr. Brian Chang holds MBA from The Wharton School of the University of Pennsylvania and a Master of Structural Engineering from the University of California.

    Mr. Chang is Head of Private Equity of JMC Capital Group. With more than 29 years in Private Equity experience, including Privatization, M&A, pre-IPO, and growth capital investments.

    Mr. Chang served as Managing Director at SPDB International. At SPDB International, Mr. Chang managed successfully in serval high-quality projects such as Wuxi Pharmatech, Tencent/Supercell, Wanda Pictures, Guodong Telecom, JD Logistics etc.

    Mr. Chang served as Executive Director in Bank of Communications (BOCOM) International; Managing Director and Partner in MUS Roosevelt Capital Partners ; Vice President in Lombard / APIC (HK) Limited ; PE Manager in HSBC Private Equity Management. He has led the PE investment in advanced technology, healthcare, consumption and other fields.

Wealth Management Department

Andrew Chak

    Andrew Chak

    Mr. Andrew Chak graduated from City University of Hong Kong with degrees in Quantitative Analysis for Business. Mr. Chak is the Head of Wealth Management Department of JMC Capital Group.


    With more than 25 years of asset management, banking, brokerage & wealth management experience, serving as Sales Director at KGI Asia Ltd., Managing Director at Changjiang Asset Management, Investment Director at Shenyan Hongyuan Asset Management, Investment Advisor at DBS Private Bank.

Assets Management Department

Daniel Tan

    Daniel Tan

    Mr. Daniel Gabriel Tan graduated from Nanyang Technological University with a Bachelor of Business (Major: Banking and Finance), and Minor of Economics. Mr. Tan is the Chief Investment Officer of JMC Capital Asset Management Singapore.

    With more than 15 years of finance industry experience, Mr. Daniel Gabriel Tan served as Portfolio Manager at Deutsche Bank; Portfolio manager at Amundi-Pioneer Singapore; Equity and Fixed income Analyst and Portfolio manager in Government of Singapore Investment Corporation, BNP Paribas, Sumitomo Mitsui Banking Corporation.

    At Deutsche Bank, Mr. Daniel Gabriel Tan leaded for Emerging Market bonds mandates and managed for clients in North Asia, Middle East and Southeast Asia. At Amundi-Pioneer Singapore, Mr. Tan was responsible for the Global Fixed Income & Currency team and Global Emerging Market team headed out of London, and reported to Head of EMD Sergei Strigo and Global EM CIO Mauro Ratto.


Responsible Officer

Manfred Kong

    Manfred Kong

    Mr. Manfred Kong holds Bachelor of Business Administration, and is a CFP holder of the Institute of Financial Planners of Hong Kong.

    With more than 24 years’ experience in investment services, Mr. Manfred Kong serves as the Chief Operating Officer of JMC Capital HK Limited, in which capacity he supervises the company's securities trading and asset-management activities.

    Mr. Manfred Kong served as Responsible Officers at Rifa Securities Limited, Huarong International Securities Limited and Huatai Financial Holdings (Hong Kong) Limited. Mr. Kong took charge of business management, risk management and business development.

Tony Yuen

    Tony Yuen

    Mr. Yuen Ying Ho is the member of the Institute of Financial Planners (Hong Kong) and serves as the senior operation manager of JMC Capital HK Limited. Mr. Yuen responsible for overseeing the company's securities and asset management business.

    With more than 30 years of experience in the financial industry. Before joining the Group, Mr. Yuen Ying Ho served as  Responsible Officer in securities, foreign exchange, futures and asset management companies.

Senior Advisor

Professor Kwan Pun-Fong, Vincent

    Professor Kwan Pun-Fong, Vincent

    Professor Kwan graduated from Hong Kong University and holds a Master from Hitotsubashi University in Japan and a Doctorate from Western Sydney University, and is qualified as a CPA in Australia. Prof. Kwan serves as senior consultant of JMC Capital Group.

     

    Prof. Kwan is an expert in Venture Capital and Project Financing. He worked for Citibank, Merrill Lynch, Cheung Kong Holdings. Prof. Kwan served as Independent director of China Zheshang Bank ; Director of the China Hong Kong Economic Trading International Association. Prof. Kwan holds important positions such as dean of college, professor, and academic consultant in many well-known universities.

Our Business Partners
Milestone Achievements
2022-09
JMC Capital Family Office Singapore Pte. Ltd. established
2022-08
JMC Securities Pte. Ltd. established
2022-08
JMC Capital Global Opportunity Fund VCC established
2021-10
JMCI has been approved as an Exchange Participant of The Stock Exchange of Hong Kong Ltd and a holder of The Stock Exchange Trading Right and a CCASS Direct Clearing Participant
2021-06
JMC Capital Asset Management Singapore Pte. Ltd. acquired CMS license from Monetary Authority of Singapore
2021-03
First EAM firm which teamed up with FinIQ, the leading technology provider, to implement an atuomated process for structured product tradings
2021-02
Acquisition of trust and company service licence in Hong Kong


2021-01
JMC Securities and Futures Investment HK Ltd. officially changed name to JMC Capital International Ltd., and acquired Hong Kong SFC type 1, 4 licences
2019-11
Acquisition of Hong Kong HKFE Participantship and HKSCC direct Clearing Participantship
2019-09
JMC Capital Asset Management Singapore Pte. Ltd. Established 
2019-04
Acquisition of Hong Kong Property Agency Licence
2019-01
Acquisition of Hong Kong SFC Type 2 and 5 Licences 
2019-01
Acquisition of Hong Kong Insurance Brokerage Licence
2018-08
Acquisition of Hong Kong SFC Type 1, 4 and 9 Licences
2017-08

JMC Capital Founded, Core Values were Identified as:

「Integrity」「Professionalism」
「Growth」「Mutual Benefit」

JMC Capital HK Ltd
We provide External Asset Management Services (EAM) to assist clients in depositing assets in Hong Kong/Singapore/Switzerland/Liechtenstein’s foreign private banks/investment banks in the role of professional investment managers and also assist clients in managing assets.
Our partners come from the world's top private banks, investment banks and security brokers including Credit Suisse, Goldman Sachs, Julius Baer, EFG, Bank of Singapore, DBS, Deutsche Bank, LGT, VP Bank, Bendura, Leonteq Securities, Nomura, Interactive Broker, and CICC, etc.
Besides, we also provide tailor-made Cayman Islands umbrella fund establishment and management services.
JMC Capital International Ltd
Being a futures dealer registered with the SFC, a HKFE participant and a HKSCC direct clearing participant, we serve our clients in global commodity futures and index futures trading. To enable clients to capture profit opportunities, the company's trading platform is open 24/7 to provide them professional advice on trading. Our trading system allows clients to participate in major futures markets on their own.
JMCJMC Capital Asset Management Singapore Pte. Ltd.
To support EAM investment management of local private bank in Singapore, Swiss private bank and the private equity investment management.
JMC Professional Insurance Brokers HK Ltd
To draw professional insurance plan for individual, family and corporate. We choose the world's leading insurance companies as our partners, which satisfy the clients' needs of life insurance, annuity savings, medical insurance and wealth inheritance. We also provide policy investment consultancy to support clients' wealth planning.
JMC Property HK Ltd
To provide one-stop services for immigration and acquisition overseas, properties, mortgage, submortgage, top-up loans in Hong Kong, etc.
JMCConsultancy Management HK Ltd
By integrating multiple information sources and professional opinions, in an objective and pertinent manner, we provide counseling with a comprehensive range of overseas asset allocation, trust design and tax planning, overseas study and other aspects.