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Co-Head of Private Banking


Axiom Investment Management Limited

Mr. Ma has been involved in the wealth management & investment banking field for over 35 years. Mr. Ma received his Master of Science in Accounting and Finance from the Oklahoma State University, U.S.A.

Alvin Ma is now Managing Director & Partner {RO of both Type 4 & 9 Licence under the Securities Futures Commission (SFC) in HK} of Axiom Investment Management Limited, an asset protection and management advisory company opened since 1996 and licensed (ADC118) since 2004 under Type 4 Advising in Securities and 9 Asset Management Regulated Activity (RA) issued by the SFC in Hong Kong.

Previously Alvin was Head of Private Banking, previously as Head of Emerging Wealth Private Banking EFG Bank in Hong Kong. Prior to joining EFG, Mr. Ma was the General Manager and Head of Private Banking China CITIC Bank International Limited (CNCBI). He also held senior positions in wealth management business development & marketing in UBS AG Hong Kong and Credit Suisse respectively. In addition, he worked as Regional Head, Investment Sales, North East Asia, Wealth Management, Standard Chartered Bank in Hong Kong & Regional Head, Treasury Advisory.

He has been successfully granted the Certified Private Wealth Professional (CPWP®) Certification under the Hong Kong Private Wealth Management Association (PWMA). He is also a Certified Financial Management Planner (CFMPTM) member and an Associate AML Professional (AAMLP) member under The Hong Kong Institute of Bankers (HKIB).