Kai Mak Email & Phone Number
Head of Wealth Management @ Ping An Digital Bank
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Kai Mak Location
- Hong Kong
Kai Mak Work
- Head of Wealth Management @ (July 2024 - Present)
- Head of Wealth Management, WeLab Bank @ (September 2019 - November 2024)
- Managing Director @ (July 2017 - April 2019)
- Senior Fund Manager of Quantitative Investment Solutions (QIS) @ (July 2006 - April 2019)
- Research Analyst @ (April 2005 - June 2006)
Kai Mak Education
- The University of Hong Kong
Bachelor of Economics and Finance (Economics and Finance)
2001-2004
Kai Mak Skills
- Asset Management
- Investments
- Equities
- Hedge Funds
- Financial Modeling
- Bloomberg
- Valuation
- Mutual Funds
- ETFs
- Portfolio Management
- Quantitative Investing
- Big Data Analytics
- Quantitative Finance
- Value Investing
- Fundamental Analysis
- Asset Allocation
- Research
- Big Data
- Financial Analysis
- Customer Service
- Public Speaking
- Marketing
- Leadership
Kai Mak Summary
- Kai Mak, based in Hong Kong, is currently a Head of Wealth Management at Ping An Digital Bank. Kai Mak brings experience from previous roles at WeLab Bank, Value Partners Group 惠理集團 and Morningstar. Kai Mak holds a 2001 - 2004 Bachelor of Economics and Finance in Economics and Finance @ The University of Hong Kong. With a robust skill set that includes Asset Management, Investments, Equities, Hedge Funds, Financial Modeling and more.
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