Eddie’s experience in the Treasury business spans over 27 years and his last role was Deputy Head of Treasury at China Construction Bank (Asia) Corporation Limited (previously Bank of America (Asia) Limited). He was responsible for the bank’s balance sheet, cash flow position, investment portfolio, and daily treasury operations. Eddie played a pivotal role in enhancing the bank's trading platform and expanding its capabilities.

Throughout his leading role in various treasury functions, Eddie has extensive experience in assessing market risk, credit risk, interest rate risk, and liquidity risk. Furthermore, he led the development of a wide array of investment products designed specifically to cater to the unique needs of high net worth clients.

Eddie holds a Master of Business Administration (Investment & Finance) at University of Hull, UK, and a Bachelor of Science degree in Computer Science (minor in Business Administration) at Marquette University, USA. 

Peggy leads the Sancus investment committee to formulate and implement investment strategies, asset allocation, portfolio management and risk control.

Peggy spent most of her investment career at HSBC Private Bank and as Regional Head of Investment Counsellor. She pioneered the design and implementation of investment advisory frameworks, asset allocation, portfolio management strategies across both advisory and discretionary mandates, with remarkable track records. After HSBC Private Bank, she was Business Head, North Asia at Bank of Montreal (BMO) which was acquired by Bank J. Safra Sarasin in 2020. During her early career, she also held positions at Chase Manhattan Bank, Citibank and Royal Bank of Canada (Toronto).

Peggy holds a Master degree in Business Administration (Investment & Finance) at University of Hull, UK and BSc in Business Administration (Major in Marketing) at Marquette University, USA.

Felix is our Investment Director at Sancus Advisors, and he also sits on the Investment Committee of Sancus Advisors.

Felix has well over 27 years of investment experience, having spent time in brokerage, asset management, investment bank, and private bank, in both institutional and private client capacity, in North America and Hong Kong.

Prior to joining Sancus Advisors, Felix was Executive Director at Bank J. Safra Sarasin and BMO Private Bank in the capacity of relationship management and investment advisory. Prior to that, Felix was senior Investment Counsellor at HSBC Private Bank, advising clients on strategic and tactical asset allocation, as well as stocks/funds selection. Before that, Felix worked at HSBC Global Asset Management Hong Kong and managed institutional client relationships. And before that, Felix was Head of Derivatives Business Control Group, Asia Pacific, at UBS AG. Prior to that, Felix spent 10 years in Toronto, working as Regional Manager for HSBC Asset Management Canada, and Team Leader at the Fixed Income Desk for Merrill Lynch HSBC.

Felix holds a Bachelor of Arts in Commerce from the University of Toronto, Canada.

Caryn is an Investment Director at Sancus Advisors, covering investment advisory and portfolio management with a focus on fixed income.

Caryn has over 13 years of investment experience in private banking, family office and credit risk consulting. She served as Director in the Fixed Income Advisory and Sales Capital Markets at Deutsche Bank Private Bank, where she formulated tactical trading ideas and fixed income investment strategies, such as credit selection, regional and industry sector allocation, duration and yield curve positioning.

Before that, Caryn worked at a family office where she independently managed discretionary fixed income portfolios and provided advisory services to clients. Caryn also served as a fixed income specialist at Credit Suisse and HSBC Private Bank, providing fixed income advisory to ultra-high net worth clients. During her early career, she was a credit risk consultant at both Moody’s Analytics and Standard & Poor’s, covering credit risk management, valuation of debt instruments and portfolio optimization.

Caryn holds a Bachelor of Science degree in Finance from University of Kansas, USA.

Lawrence is the Executive Director in charge of trading execution at Sancus Advisors.

Lawrence has over 30 years of extensive experience in private banking investment and back office services. Lawrence previously served as a Director at Bank of Montreal, where he played a crucial role in supporting the investment team in executing transactions and compiling term sheets across various asset classes, including equities, bonds, and structured products. In addition, he was responsible for the handling and maintenance of fixed income product due diligence documents and platform. Prior to his tenure at Bank of Montreal, Lawrence held a similar position at Canadian Imperial Bank of Commerce, where he also contributed to back-office settlements and remittance services.

During his early career, he worked at Chase Manhattan back office settlements, remittance services and reconciliation of FX positions and nostro accounts.