Association Of Chartered Wealth Managers (ACWM)
The Association of Chartered Wealth Managers (ACWM) is a premier professional organization dedicated to advancing Knowledge in the wealth management industry in Hong Kong, the Greater Bay Area (GBA), and the ASEAN regions. Established in 2021 and set to be registered as a charitable organization in Hong Kong, our goal is to broaden our influence in these key markets while enhancing our global credibility and recognition.
Our Vision And Mission
Our Vision
To be the leading professional association of wealth managers, recognized globally for our commitment to excellence, innovation, and integrity in the wealth management industry.
Our Mission
To develop a successful membership platform for our ACWM members. Our Mission is to develop, educate, and share wealth management knowledge, skills, and other quality resources through training, assessment, and promotion of best wealth management practices among our members.
OUR TEAM OF EXPERTS
Gilbert Loke
MBA, FCPA (Practising), CFP(M), ChWM
Gilbert is the Director of Greenpro Trust Limited, a licensed trustee in Hong Kong. He is also the founder of Falcon Certified Public Accountants Ltd. and a co-founder of Greenpro Capital Corp. Gilbert also serves as the director of ACWM.He was trained with UHY Chartered Accountants in London from 1981 to 1988 and has been practising as an accountant in Hong Kong since 2000. Gilbert holds an FCPA (Practising) license issued by the Accounting & Financial Reporting Council of Hong Kong.He co-founded Greenpro Capital Corp. in 2013, listed on Nasdaq (Nasdaq: GRNQ) in June 2018. Gilbert graduated with an MBA from Bulacan State University in the Philippines and has over 20 years of experience as a Managing Director in the accounting industry. Throughout his career, he has shown strong proficiency in business planning, wealth management, fund management, asset protection, tax, and IPO.Gilbert is a qualified and practicing certified public accountant in Hong Kong and has successfully taken over 40 companies in public, including the prominent Greenpro Capital Corp.
Dr. Raymond Lee
Ph.D. (Finance), M.Phil. (Economics and Finance), FChFP, CFAI, CFSI, FCAMA, MHKSI
Dr. Raymond LEE has over 20 years of experience in the financial industry, specializing in investment, analysis, and wealth management planning. He began his career as an Investment Bank Analyst at Credit Suisse First Boston, where he managed and traded assets exceeding US$100 million. As a senior consultant at The Hong Kong Institute of Bankers and a lecturer at local universities for the past 10 years, Dr. LEE has conducted training courses and seminars on various topics, including accounting, law, economics, financial planning, investment management, corporate finance, foreign exchange, and fund management. He serves as the Chairperson of AleeanPeace Group Holdings Limited and is a licensed executive director of a trustee company in Hong Kong. Dr. LEE specializes in designing trust structures and wealth management solutions for family offices. A respected economist, he frequently publishes articles on economic and financial topics. In addition to his consulting and teaching roles, he has assessed professional examinations and been recognized as “Best Instructor” by the Hong Kong Securities and Investment Institute Analyst.
SHILPA BOHRA
MBA, CPA, CA
Shilpa Bohra currently leads the Hong Kong practice as a Principal at Falcon Certified Public Accountants Ltd. and is also a Partner at SRCO, a PCAOB-registered firm in the USA. With over 20 years of experience in Hong Kong and India, she has built an impressive career across various industries. She has worked with organizations such as BASF, United Technologies (Fire & Security), Tata, KGK, Messe Frankfurt, Trinity Group, and Worms Safety Group and collaborated on projects in more than 17 countrie. Shilpa’s expertise encompasses Mergers and acquisitions, Transfer Pricing, Tax, Internal Controls, Accounting and audit, Trusts and wills, and Family Offices. She holds an MBA from HKUST and is a Certified Public Accountant in AICPA and Colorado (USA), Australia, and a Chartered Accountant in India. She has a strong track record of advising global corporations and entrepreneurial organizations in manufacturing, trading, and services. She is recognized for her ability to foster excellent collaborations, implement results-driven strategies, and communicate effectively with businesses and professional peers.
