Jackie Li CFA
About
Jackie Li CFA is from Hong Kong, Hong Kong SAR. Jackie is currently Executive Director at Luminous Management HK Limited, located in Hong Kong SAR. Jackie also works as Chief Financial Officer at Man Shun Cheong Enterprise Limited, a job Jackie has held since Apr 2025. In Jackie's previous role as a Head of Investment Management at Wells Global Asset Management Limited, Jackie worked in Hong Kong until Mar 2025. Prior to joining Wells Global Asset Management Limited, Jackie was a Executive Director at AP Capital Limited and held the position of Executive Director at Hong Kong SAR. Prior to that, Jackie was a Executive Director at Draco Investment Management Limited, based in Hong Kong SAR from Jul 2020 to Aug 2021. Jackie started working as Chief Investment Officer at Hentech Global Management Company Limited in Hong Kong in Dec 2018. From Feb 2017 to Nov 2018, Jackie was Chief Investment Officer at Orient Capital Asset Management Limited, based in Hong Kong. Prior to that, Jackie was a Founder and Executive Director at Evolved Solutions Limited, based in Hong Kong, Hong Kong SAR from Jul 2008 to Jun 2017. Jackie started working as VP / Portfolio Manager at Soteria Capital in Hong Kong in Jan 2009.
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Jackie Li CFA's current jobs
Serve as CFO for a family-owned enterprise, leading finance, treasury, and the stewardship of family investment capital Oversee consolidated financial reporting, budgeting, cash-flow planning, and banking relationships across group entities Advise the family principals on capital allocation, investment policy, and the governance of family wealth
Jackie Li CFA's past jobs
Led the investment function of a SFC-licensed multi-family office serving Japanese UHNW families and Professional Investors Designed and launched a Fund of Funds (FOF) anchored by the firm's flagship fund, focused on U.S. alternative investments tailored to family-investor objectives Acted as sole Responsible Officer (RO), overseeing all regulated activities, governance, and operations of the Hong Kong head office Built and mentored a Tokyo-based portfolio management team, aligning portfolios with each family's risk and liquidity needs Directed thematic research and due diligence on U.S. markets to support discretionary and advisory mandates Grew AUM through bespoke portfolio development and trusted, high-touch client engagement
Oversaw regulated activities for an SFC Type 4 & 9 External Asset Manager managing private and family client assets Conducted research and analysis on Chinese and U.S. opportunities to support tailored client portfolios Provided strategic input on product development, investment policy, and regulatory compliance Delivered bespoke research support for cross-border investment projects on behalf of private clients
A wholly owned subsidiary of the Asia Allied Infrastructure Holdings Limited, a public listed company of the Stock Exchange of Hong Kong (Stock Code: 0711)
Private equities specialized in distressed assets
Private equity specialized in Commercial Real Estate structural products
To develop the brand of private coaching in prep of CFA exams Exited by issuing new shares to the new largest shareholder in 2017
To manage an absolute return fund with focus in greater China HY and equites
Business valuation on private companies, start-ups, options and corporate guarantee, etc