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Summit & Event Shine Speaker Bureau Shine Advisor Shine Event Service
  • Summit & Event :
    With field research of markets and industries which is analyzed from a global strategic perspective by our professional teams, as well as hot topics which interest leadership and management, Shine Consultant provides you with one-stop platform of dialogue, practice -sharing and social network!
  • Shine Speaker Bureau:
    Committed to provide keynote speakers, executive learning masterclasses and boardroom advisory for global enterprises and institutions, each service provides a deeper and more interactive experience, especially for small, selected audiences and key individuals. We have the resources of the most influential business leaders and experts, who are the most outstanding representatives in their fields. Our team consists of experienced speech and event managers, and we focus on building long-term and in-depth partnerships.
  • Shine Advisor:
    As world-class insight network, we connects clients-decision makers with vetted subject matter experts-advisors. Our clients leverage the insights and perspectives shared by our advisors to stay informed and make better business decisions.We have over 600,000 Shine Advisors in 20 industries, which continues to grow every day.
  • Shine Event Service:
    Committed to be the world's most professional provider of industrial Summit & Event. We provide one-stop professional services, including investigating and planning, on-demand inviting, marketing and promoting, operating, project management, live& digital conference, each service is performed by an experienced professional team matched with long-term industrial resources. We focus on establishing long-term and in-depth partnerships.
Guest Information

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).