We provide investment advisory and asset management services to institutions and ultra-high net worth individuals. as well as family offices from Asia and from Europe. Investments of focus include private equity, private equity funds, hedge funds, special credit and fixed income in the Asia Pacific Region, including Japan, Southeast Asia, India and Greater China.
We are an Advisor to NM Strategic Management, LLC, the investment manager of the various NM Strategic Focus Funds. NM Strategic Focus Funds are private equity Funds with a focus on making growth equity direct investments in the areas of consumer technology and services, fintech, healthcare and other new technology sectors in the Greater China and Asia Pacific regions. We are also Investment Manager to QLA Investment GP SARL, an investment platform founded by top European family offices and focused on private equity fund investments and co-investments in the Asia Pacific Region.
我们为机构、超高净值人士以及来自于亚洲和欧洲的家族办公室提供投资咨询及资产管理服务。投资领域包括私募股权投资、私募股权基金、对冲基金、特殊信贷和固定收益业务,投资区域涵盖亚太地区,包括日本、东南亚、印度和大中华区。
我们是NM Strategic Management, LLC的咨询顾问,NM Strategic Management, LLC为NM Strategic Focus Fund的基金管理人。NM Strategic Focus Fund是一家私募股权基金,专注于在大中华区和亚太地区的消费技术和服务、金融科技、医疗保健和其他新技术领域进行成长型股权的直接投资。我们也是QLA Investment GP SARL的投资管理人,该投资平台由欧洲顶级家族办公室创立,专注于亚太地区的私募股权基金投资和共同投资。
Kevin K. Yip
Managing Director and Responsible OfficerJimmy J.M. Woo
Managing Director and Responsible OfficerKester Ng
CEOCary Zhou
Managing PartnerBrian Ho
Chief Financial & Compliance OfficerShawn Xu
DirectorMing Chen
Associate DirectorFiona Gong
Vice PresidentYue Zhao
AssociateKen Zhuo
Venture PartnerMr. Kevin Yip is the managing director and responsible officer of GRE Investment Advisors Limited, a Hong Kong Securities and Futures Commission licensed advisor to NM Strategic Management, LLC and licensed manager to QLA Investment GP SÀRL. He is a non-executive director and a member of the audit committee of VCREDIT Holdings, which is listed on the Main Board of the Stock Exchange of Hong Kong (Stock Code 2003 HK). Mr. Yip is also an independent non-executive director of Shun Tak Holdings Limited (Stock Code 242) and is a member of its audit and risk management committee and a member of its nomination committee and remuneration committee.
Mr. Kevin Yip has extensive experience in private equity, alternative and portfolio investment. He was previously managing director and responsible officer of Bosera Asset Management (International) Co., Limited in Hong Kong. Prior to that he was a founding and senior partner of General Enterprise Management Services (HK) Limited, a private equity management company. He was previously a vice president of JP Morgan International Capital Corporation.
Mr. Kevin Yip is currently a member of the Investment Advisory Committee of EQT Partners, a leading private equity group in Europe, which works with portfolio companies to achieve sustainable growth, operational excellence and market leadership. He is also a member of the Routine and Expedited Panel of the Hospital Authority Central Institutional Review Board.
Mr. Kevin Yip holds an A.B. Degree in Economics (magna cum laude) from Harvard University. He sits as a non-scientific member of the Institutional Review Board of the University of Hong Kong/Hospital Authority Hong Kong West Cluster. He was chairman emeritus of the Hong Kong Venture Capital and Private Equity Association. He had also served on the Financial Services Advisory Committee of the Trade Development Council of the Hong Kong Special Administrative Region of the People’s Republic of China.
Mr. Woo is the Managing Director and Responsible Officer of GRE. Mr. Woo has 30 years of experience in the finance industry, specializing in the corporate finance and asset management.
He was with JP Morgan for 15 years, holding various investment banking and asset management positions in Hong Kong and New York. He also held investment banking position with DBS Bank, as Managing Director and Head of DBS Asian Capital Ltd.
Mr. Woo also had experience as a regulator for 3 years in Hong Kong, serving as an executive director of the Mandatory Provident Fund Schemes Authority. Mr. Woo is a Chartered Financial Analyst, and obtained a B.Sc degree from University of Calgary and an MBA from the University of Hong Kong.
Mr. Ng joined GRE as the CEO and NM Strategic Focus Funds as a Managing Partner in 2014. Mr. Ng has over nine years of Private Equity experience and over twenty years of Global Investment Banking experience spanning across Hong Kong, China, the Asia Pacific region, New York, Sydney and London.
Before joining GRE and NM Strategic Focus Funds, Mr. Ng worked at J.P. Morgan for over 7 years and he was Chairman as well as the Head of J.P. Morgan's Asia Pacific Equity Capital and Derivatives Markets, focus on raising capital for both public and private companies via IPOs, Equity & Equity-linked Offerings as well as pre-IPO Private Placements. Prior to joining J.P. Morgan in 2006, Mr. Ng was at Merrill Lynch for over ten years and was Managing Director and the Head of Greater China Equity Capital Markets. Prior to that, he has also worked at UBS' Advisory & Financing Division in London and Goldman Sachs, Equity Capital Markets Division in London and Hong Kong.
Throughout his Career, he has worked on some 500 equity and equity-linked transactions in the Asian Pacific region, including 250 transactions to raise over US$180 billion for Greater China Companies. In addition, he has worked on over 100 initial public offerings and pre-IPO placements, raising over US$100 billion for Asian companies listed on the major stock exchanges globally (Hong Kong, NYSE, NASDAQ, London, Singapore, Tokyo etc.). He recently completed the landmark US$23 billion VinFast Auto NASDAQ DeSPAC IPO in August 2023.
Besides his global Capital Markets roles at J.P. Morgan, he has served as a Board of Director for both J.P Morgan Securities (Asia Pacific) Limited and J.P. Morgan Broking (Hong Kong) Limited. He also served as a member of JP Morgan’s Global Managing Director promotion committee, responsible for approving candidates worldwide to be promoted to Managing Directors. In additional, he was a member of the J.P. Morgan Asia Pacific Equity Commitment Committee which is responsible for vetting and approving all of J.P. Morgan's equity & equity linked transactions across the Asia Pacific Region. He also previously served as a Hong Kong SFC Responsible Officer as well as a Hong Kong Monetary Authority Executive Officer.
Mr. Cary Zhou is a partner of GRE and previously served as a Senior Partner with New Margin Ventures since 2007.
For over the years, Mr. Zhou has worked throughout China beginning with AT&T Bell Labs as senior engineer for telecommunications, followed by a move to Lucent Technology (China) resulting in his role as a Vice President of Sales & Marketing. At Lucent, he was the Chief Representative of Lucent Technology for southern China, where he was responsible for the oversight of all of Lucent's activities in the region, including with respect to government relationships. Mr. Zhou also set up the Lucent Joint Venture in China and was the General Manager for Lucent Technologies of Shanghai Joint Venture.
Mr. Zhou received his B.S. and M.S. degrees in Electrical Engineering from the Polytechnic University of New York. He has industry background, extensive government relationships in China, experience with publicly traded companies and demonstrated business expertise.
Mr. Ho joined GRE as our Chief Financial and Compliance Officer in June 2022. Mr. Ho has over 25 years of experience in audit, finance, compliance, and fund investment and administration experience.
Mr. Ho was the Controller/CFO and Executive Director for more than 10 years of several investment funds including hedge fund, real estate fund and private equity fund. During this period, Mr. Ho also served as the Financial Controller and Company Secretary of several Hong Kong listed companies to handle statutory financial reporting, compliance with the SFC and HK listing rules.
Prior to that, he worked for Resources Global Professionals in Hong Kong, the PRC, and Tokyo, Japan as a Consultant, assisting clients on accounting, merger and acquisitions and financial due diligence in Hong Kong, the PRC and Tokyo, Japan.
Prior to Resources Global Professionals, Mr. Ho was the Finance Manager of Simplex Capital Asia Limited, which involved direct investments in Hong Kong and the PRC. Mr. Ho’s main responsibilities included management reporting, company secretarial work, compliance with regulating authorities and analyzing and monitoring the financial position of the fund's direct investments. Prior to Simplex Capital Asia, he was stationed in Shenzhen & Guangzhou as an Audit Senior with Arthur Andersen & Co. Mr. Ho began his career as an auditor for Ernst & Young in Hong Kong.
Mr. Ho received a B.A. (Hons) Degree in Accountancy from Hong Kong Polytechnic University. He is a Fellow Member of The Association of Chartered Certified Accountants (FCCA) and an Associate Member of the Hong Kong Institute of Certified Public Accountants (CPA).
Mr. Xu is the Director of GRE and NM Strategic Focus Fund L.P. He joined NM Strategic Partners, which is an independent USD GP sponsored by the NewMargin Group, since 2015. Before NewMargin, He was working as an auditor in Deloitte from 2010, mainly serving companies listed in US or compliance with US GAAP.
Mr. Xu received his bachelor’s degree of Economics from the Shanghai University of Finance and Economics (2006-2010), as well as a diploma of Finance and Economics from the University of Southampton (2008-2009). Mr. Xu mainly focuses on TMT related sectors and AI at growth stage in China. Mr. Xu has earned the Chartered Financial Analyst (CFA) designation.
Mr. Chen is an Associate Director of GRE. Prior to joining GRE, Mr. Chen worked as an investment professional at Goldman Sachs Asset Management. In this role, he covered primary, secondary, and co-investment opportunities in the private equity space. Before Goldman Sachs, Mr. Chen worked at the investment banking division of Credit Suisse. There, he advised financial sponsors on mergers and acquisitions and leveraged finance transactions in Asia Pacific.
Mr. Chen received his bachelor’s degree of Economics from the Remin University of China and his master’s degree of Science from Columbia Business School.
Mrs. Gong serves as an Vice President of GRE. Prior to joining GRE, Mrs. Gong has 6-year working experience in the private equity sector, focusing on post-investment management and fund operation.
Mrs. Gong was previously an auditor at PWC, focusing on the private equity and mutual fund sector. During that period, she provided assurance service, including statutory audit and internal control services, to over 30 funds across China.
Mrs. Gong received her bachelor’s degree of Economics from Shanghai University of Finance and Economics in 2011.
Mrs.Zhao is an associate of GRE.
Before GRE, she was an analyst at East Bell Venture Capital, one of the leading venture capitals in China, focusing on B2B related sectors. Before East Bell, she works for the Meritco Group, one of the leading management consulting companies in China founded by McKinsey senior alumnus, specializing in providing commercial due diligence for top venture capitals and private equities globally, as well as corporation strategy management for top internet enterprises in China.
Mrs.Zhao received her bachelor’s degree of Management from Shanghai University of Finance and Economics in 2013, and a master’s degree of International Business from Monash University in Australia in 2015 with a distinction performance.
Mr. Zhuo is a venture partner of GRE and a founding partner of V-star Capital. Before V-star, Mr. Zhuo served as a partner in New Margin Ventures from 2009 to 2017. Prior to New Margin, he worked for J.P Morgan Securities (Asia Pacific) Limited for 5 years, participating in a series of global IPOs and M&A for Chinese companies.
Mr. Zhuo received his bachelor’s degree in International Securities, Investment and Banking (ISIB) from ICMA Centre, the University of Reading.
叶家祺先生现任 GRE Investment Advisors Limited 的董事总经理及负责人员。该公司为香 港证券及期货事务监察委员会持牌公司,作为 NM Strategic Management, LLC 的持牌顾问 及 QLA Investment GP SÀRL 的持牌管理人。叶家祺先生也是维信金德控股有限公司的非 执行董事及审计委员会成员,该公司为香港联合交易所主板上市公司(股票代码 2003 HK)。叶先生亦为信德集团有限公司(股票代码 242)的独立非执行董事,并为该公司审 计及风险管理委员会成员及提名委员会及薪酬委员会成员。
叶家祺先生在私募投资、另类及组合投资方面拥有丰富的经验。他曾任博时基金(国际) 有限公司香港地区的董事总经理及负责人员。在此之前,他是湛思投资管理(香港)有限 公司(一家私募投资管理公司)的创办人及高级合伙人。他曾任 JP Morgan International Capital Corporation 的副总裁。
叶先生现为殷拓集团(EQT Partners)投资咨询委员会的成员。殷拓集团是一家欧洲领先 的私募股权投资集团,致力于通过与其被投企业的联动,提高其被投企业可持续增长能力、 运营效率及市场地位。他也是医管局中央研究伦理委员会 Routine and Expedited Panel 成 员。
叶家祺先生持有美国哈佛大学经济系文学士学位,并以优等成绩毕业。他是香港大学及医 管局港岛西医院联网研究伦理委员会的非医疗卫生界成员。他曾是香港创业及私募投资协会的荣誉主席。他也曾 服务于中华人民共和国香港特别行政区贸易发展局金融服务咨询委员会。
吴积民先生是GRE的常务董事兼负责人。吴先生在金融行业有30年的从业经验,专注于企业理财和资产管理。
吴先生在摩根大通工作了15年,曾在香港和纽约担任众多投资银行和资产管理的职位。他还曾在星展银行担任其亚洲资本有限公司董事总经理及主管。
吴先生亦曾在香港监管机构从业3年,担任强制性公积金计划管理局(Mandatory Provident Fund Schemes Authority)的执行董事。 吴先生是一名特许金融分析师,并获得加拿大卡尔加里大学理学学士学位及香港大学工商管理硕士学位。
吴绳祖先生于2014年加入GRE担任首席执行官,并在上海永宣创业投资管理有限公司(NM Strategic Focus Funds) 担任管理合伙人。吴先生拥有超过9年的私募股权经验和超过20年的全球投资银行经验,遍及中国香港、中国内地、亚太地区、纽约、悉尼和伦敦。
在加入GRE和上海永宣之前,吴先生在摩根大通工作了7年多,是摩根大通亚太区股权资本和衍生品市场部门的主席以及部门主管,专注于通过首次公开发行(IPO)、股权和股权相关产品、首次公开募股前配售等方式为上市和私营企业筹集资金。在2006年加入摩根大通之前,吴先生在美林证券(现美银美林)有十余年工作经验,并曾任美林大中华区股权资本市场董事总经理兼大中华区股权资本市场主管。在此之前,他还曾在瑞银伦敦的咨询与融资部门、以及高盛伦敦和香港的股权资本市场部工作。
在吴绳祖先生的职业生涯中,他参与了亚太地区约500笔股权和股权相关交易,包括了为大中华区企业服务的约250笔交易,为这些公司筹集了约1800亿美元的资金。此外,他还参与了100多家在全球主要证券交易所(香港、纽约、纳斯达克、伦敦、新加坡、东京等证券交易所)上市的亚洲公司的首次公开募股和首次公开募股前的配售,筹集了超过1000亿美元的资金。他最近于2023年8月完成了具有里程碑意义的230亿美元的VinFast Auto 在纳斯达克的DeSPAC 的 IPO。
除了在摩根大通担任全球资本市场的职务外,他还曾担任摩根大通证券亚太有限公司以及摩根大通期货香港董事会的董事。他还曾担任摩根大通全球董事总经理晋升委员会的成员,负责批准全球候选人晋升为董事总经理。另外,他也是摩根大通亚太区股权承诺委员会的成员,该委员会负责审批摩根大通在亚太区的所有股权和股权相关交易。此外,他亦曾担任香港证监会的负责官员及香港金融管理局执行官。
周永凯先生是GRE的合伙人。
自2007年以来,他也曾担任上海永宣创业投资管理有限公司(NewMargin Ventures)的高级合伙人。多年来,周先生一直在中国各地工作。周先生的职业生涯从在美国电话电报公司贝尔实验室(AT&T Bell Labs)担任电信高级工程师开始,后来进入朗讯科技(中国)担任销售和营销副总裁。
他是朗讯技术中国华南地区的首席代表,负责监督朗讯在该地区的所有活动,其中包括与政府关系的处理。周先生还在中国设立合资企业,并担任朗讯上海合资企业的总经理。
周先生持有纽约理工大学电气工程学学士和硕士学位。他在中国有广泛的行业背景和政府关系,以及与各类上市公司的合作经验。
何知源先生于2022年6月加入GRE担任首席财务官和合规总监。何先生在审计、财务、合规、基金投资和行政方面拥有超过25年的工作经验。
何先生曾在数家投资基金累计超过10年担任财务总监/ 首席财务官和执行董事的角色,包括对冲基金、房地产基金和私募股权基金。在此期间,何先生还曾担任多家香港上市公司的财务总监和公司秘书,处理法定财务报告,合规遵守香港证监会和上市规则。
在此之前,他曾在香港、中国大陆和日本东京的Resources Global Professionals担任顾问,协助客户在香港、中国大陆和日本东京当地的会计、并购和财务尽职调查。
在加入Resources Global Professionals之前,何先生是先策投资亚洲有限公司的财务经理,该公司涉及在香港和中国大陆的直接投资。何先生的主要职责包括管理报告、公司秘书工作、遵守监管部门的规定以及分析和监督该基金直接投资的财务状况。在加入先策投资亚洲有限公司之前,他在深圳及广州安达信公司担任高级审计师。何先生职业生涯的最初是一名香港安永会计师事务所的审计师。
何先生持有香港理工大学会计(荣誉)学士学位。他是英国特许公认会计师公会(FCCA)的资深会员及香港会计师公会(CPA)的会员。
许晓辰先生是GRE的董事。自2015年起,他加入了上海永宣创业投资管理有限公司(NewMargin Ventures)的独立的美元基金团队。在上海永宣之前,他自2010年起在德勤担任审计师,主要服务于在美国上市或符合美国公认会计准则的中国企业。
许先生获得上海财经大学经济学学士学位(2006-2010),及英国南安普顿大学金融经济学学位证书(2008-2009)。许先生主要专注于中国互联网相关行业以及人工智能方向的投资及研究。许先生是一名注册金融分析师(CFA)。
陈明先生是GRE的副董事。在加入GRE之前,他在高盛资产管理部门的投资团队,参与私募股权领域母基金、S基金和跟投的交易。陈先生也曾在瑞士信贷投资银行部门工作,参与私募股权基金相关的兼并收购和杠杆贷款交易。
陈先生获得中国人民大学经济学学士学位及哥伦比亚大学商学院理学硕士学位。
龚晓蓉女士担任公司副总裁职位。在加入GRE之前,龚女士在私募股权领域有6年的工作经验,专注于投后管理和基金运营。
龚女士曾在普华永道担任审计师,专注于私募股权和共同基金领域。在此期间,她为全国30多家私募和公募基金提供保证服务,包括法定审计和内部控制。
龚女士于2011年获得上海财经大学经济学学士学位。
赵越女士是GRE的投资经理。
在加入GRE之前,她是钟鼎创投的分析师,专注于B2B相关领域。在此之前,她服务于久谦咨询,专门为全球顶级风险投资和私募股权机构提供商业尽职调查,以及为中国顶级互联网企业提供企业战略管理。
赵女士于2013年获得上海财经大学管理学学士学位,2015年以优异成绩获得澳大利亚莫纳什大学国际商务硕士学位。
卓星煜先生是GRE的风险合伙人及源星资本的创始合伙人。
在创立源星资本之前,卓先生曾于2009至2017年担任上海永宣创业投资管理有限公司(NewMargin Ventures)的合伙人。在上海永宣之前,他在摩根证券(亚太)有限公司工作5年,参与过一系列中国企业在全球IPO和并购活动。
卓先生于英国雷丁大学国际金融市场管理中心获得国际证券、投资及银行学学士学位(ISIB)。