We provides investment advisory and asset management services to instititutions and high net worth individuals and families. Our focus includes private equity funds, direct investments and hedge funds.
We are an advisor to NM Strategic Management, LLC, the investment manager of NM Strategic Focus Fund. NM Strategic Focus Fund is a private equity fund with a focus on making direct investments in companies in the areas of technology, fintech, health care and consumer services in the People’s Republic of China.
我们是NM Strategic Management, LLC的咨询顾问，而NM Strategic Management, LLC为NM Strategic Focus Fund的基金管理人。NM Strategic Focus Fund是一家私募股权基金，专注于投资中国境内的高科技、金融科技、医疗健康以及消费服务行业的直接投资。
Mr. Ng joined GRE as the CEO and NewMargin as a Managing Partner in June 2013. Mr. Ng has over twenty-one years of Global Investment Banking experience spanning across Hong Kong, China, the Asia Pacific region, New York, Sydney and London.
Before joining GRE and NewMargin, Mr. Ng worked at J.P. Morgan for 7 years and he was Chairman as well as head of J.P. Morgan’s Asia Pacific Equity Capital and Derivatives Markets, focus on raising capital for both public and private companies via Initial Public Offerings, Equity & Equity-linked Offerings as well as pre-IPO private Placements.Prior to joining J.P. Morgan in 2006, Mr. Ng was at Merrill Lynch for over ten years and was a Managing Director and Head of Great China Equity Capital Markets. Prior to that, he has also worked at UBS’ Advisory & Financing Division in London and Goldman Sachs, Equity Capital Markets Division in London and Hong Kong.
Throughout his Career, he has worked on some 500 equity and equity-linked transactions in Asian Pacific, including some 250 transactions for Greater China Companies, raising some $180 billion for them. In addition, he has worked on over 90 initial public offerings and pre-IPO placements, raising over $100 billion for Greater China companies listed on most of the major stock exchanges globally (Hong Kong, New York, London, Singapore, NASDAQ, etc.).
Besides his Equity Capital Markets roles at J.P. Morgan, he has served as a director of the boards of both J.P Morgan Securities (Asia Pacific) Limited and J.P. Morgan Broking (Hong Kong) Limited. He was also a member of the J.P. Morgan Asia Pacific Equity Commitment Committee which is responsible for vetting and approving all of J.P. Morgan’s equity & equity linked transactions across the Asia Pacific Region. In addition, he also previously served as a Hong Kong SFC Responsible Officer as well as a Hong Kong Monetary Authority Executive Officer.
Mr. Kevin Yip is the managing director and responsible officer of GRE Investment Advisors Limited, a Hong Kong Securities and Futures Commission licensed advisor to NM Strategic Management, LLC. He is also a managing director of General Oriental Investments (HK) Limited, a wholly owned subsidiary of General Oriental Investments S.A., the investment manager of the Cavenham Group of Funds. Mr. Kevin Yip is also a non-executive director and a member of the audit committee of VCREDIT Holdings Limited which is listed on the Main Board of the Stock Exchange.
Mr. Kevin Yip has extensive experience in private equity, alternative and portfolio investment. He was previously managing director and responsible officer of Bosera Asset Management (International) Co., Limited in Hong Kong. Prior to that he was a founding and senior partner of General Enterprise Management Services (HK) Limited, a private equity management company. He was previously a vice president of JP Morgan International Capital Corporation.
Mr. Kevin Yip is currently a member of the Investment Advisory Committee of EQT Partners, a leading private equity group in Europe, which works with portfolio companies to achieve sustainable growth, operational excellence and market leadership.
Mr. Kevin Yip holds an A.B. Degree in Economics (magna cum laude) from Harvard University. He sits as a non-scientific member of the Institutional Review Board of the University of Hong Kong/Hospital Authority Hong Kong West Cluster and is a member of the Routine and Expedited Panel of the Hospital Authority Central Institutional Review Board. He was chairman emeritus of the Hong Kong Venture Capital and Private Equity Association. He had also served on the Financial Services Advisory Committee of the Trade Development Council of the Hong Kong Special Administrative Region of the People’s Republic of China.
Mr. Woo is the Managing Director and Responsible Officer of GRE. Mr. Woo has 30 years of experience in the finance industry, specializing in the corporate finance and asset management.
He was with JP Morgan for 15 years, holding various investment banking and asset management positions in Hong Kong and New York. He also held investment banking position with DBS Bank, as Managing Director and Head of DBS Asian Capital Ltd.
Mr. Woo also had experience as a regulator for 3 years in Hong Kong, serving as an executive director of the Mandatory Provident Fund Schemes Authority. Mr. Woo is a Chartered Financial Analyst, and obtained a B.Sc degree from University of Calgary and an MBA from the University of Hong Kong.
Mr. Cary Zhou is a partner of GRE and previously served as a Senior Partner with New Margin Ventures since 2007.
For over the years, Mr. Zhou has worked throughout China beginning with AT&T Bell Labs as senior engineer for telecommunications, followed by a move to Lucent Technology (China) resulting in his role as a Vice President of Sales & Marketing. At Lucent, he was the Chief Representative of Lucent Technology for southern China, where he was responsible for the oversight of all of Lucent's activities in the region, including with respect to government relationships. Mr. Zhou also set up the Lucent Joint Venture in China and was the General Manager for Lucent Technologies of Shanghai Joint Venture.
Mr. Zhou received his B.S. and M.S. degrees in Electrical Engineering from the Polytechnic University of New York. He has industry background, extensive government relationships in China, experience with publicly traded companies and demonstrated business expertise.
Mr. Zhuo is a venture partner of GRE and a founding partner of V-star Capital. Before V-star, Mr. Zhuo served as a partner in New Margin Ventures from 2009 to 2017. Prior to New Margin, he worked for J.P Morgan Securities (Asia Pacific) Limited for 5 years, participating in a series of global IPOs and M&A for Chinese companies.
Mr. Zhuo received his bachelor’s degree in International Securities, Investment and Banking (ISIB) from ICMA Centre, the University of Reading.
Mr. Xu is the Vice President of GRE and NM Strategic Focus Fund L.P. He joined NM Strategic Partners, which is an independent USD GP sponsored by the NewMargin Group, since 2015. Before NewMargin, He was working as an auditor in Deloitte from 2010, mainly serving companies listed in US or compliance with US GAAP.
Mr. Xu received his bachelor’s degree of Economics from the Shanghai University of Finance and Economics (2006-2010), as well as a diploma of Finance and Economics from the University of Southampton (2008-2009). Mr. Xu mainly focuses on TMT related sectors and AI at growth stage in China. Mr. Xu has earned the Chartered Financial Analyst (CFA) designation.
Mrs. Gong serves as an associate of GRE. Prior to joining GRE, Mrs. Gong has 6-year working experience in the private equity sector, focusing on post-investment management and fund operation.
Mrs. Gong was previously an auditor at PWC, focusing on the private equity and mutual fund sector. During that period, she provided assurance service, including statutory audit and internal control services, to over 30 funds across China.
Mrs. Gong received her bachelor’s degree of Economics from Shanghai University of Finance and Economics in 2011.
Mrs.Zhao is an associate of GRE.
Before GRE, she was an analyst at East Bell Venture Capital, one of the leading venture capitals in China, focusing on B2B related sectors. Before East Bell, she works for the Meritco Group, one of the leading management consulting companies in China founded by McKinsey senior alumnus, specializing in providing commercial due diligence for top venture capitals and private equities globally, as well as corporation strategy management for top internet enterprises in China.
Mrs.Zhao received her bachelor’s degree of Management from Shanghai University of Finance and Economics in 2013, and a master’s degree of International Business from Monash University in Australia in 2015 with a distinction performance.
Mr. Ho joined GRE as our Chief Financial and Compliance Officer in June 2022. Mr. Ho has over 25 years of experience in audit, finance, compliance, and fund investment and administration experience.
Mr. Ho was the Controller/CFO and Executive Director for more than 10 years of several investment funds including hedge fund, real estate fund and private equity fund. During this period, Mr. Ho also served as the Financial Controller and Company Secretary of several Hong Kong listed companies to handle statutory financial reporting, compliance with the SFC and HK listing rules.
Prior to that, he worked for Resources Global Professionals in Hong Kong, the PRC, and Tokyo, Japan as a Consultant, assisting clients on accounting, merger and acquisitions and financial due diligence in Hong Kong, the PRC and Tokyo, Japan.
Prior to Resources Global Professionals, Mr. Ho was the Finance Manager of Simplex Capital Asia Limited, which involved direct investments in Hong Kong and the PRC. Mr. Ho’s main responsibilities included management reporting, company secretarial work, compliance with regulating authorities and analyzing and monitoring the financial position of the fund's direct investments. Prior to Simplex Capital Asia, he was stationed in Shenzhen & Guangzhou as an Audit Senior with Arthur Andersen & Co. Mr. Ho began his career as an auditor for Ernst & Young in Hong Kong.
Mr. Ho received a B.A. (Hons) Degree in Accountancy from Hong Kong Polytechnic University. He is a Fellow Member of The Association of Chartered Certified Accountants (FCCA) and an Associate Member of the Hong Kong Institute of Certified Public Accountants (CPA).
在加入GRE和上海永宣之前,吴先生在摩根大通工作了7年,是摩根大通亚太股权和衍生品市场部门（Equity Capital and Derivatives Markets）的主席以及部门主管,专注于通过首次公开发行（IPO）等方式为上市和私营企业融资。 在2006年加入摩根大通之前，吴先生在美林证券（现美银美林）有十余年工作经验，并曾任美林大中华区股权资本市场（Great China Equity Capital Markets）董事总经理和主管。此前，他还在瑞银伦敦的咨询与融资部门（Advisory & Financing Division），以及高盛伦敦和香港的股权资本市场部门（Equity Capital Markets Division）工作。
除了在摩根大通担任股权资本市场的职务外，他还曾同时担任摩根证券（J.P Morgan Securities）亚太区及摩根大通期货（J.P. Morgan Broking）香港董事会的董事。另外，他也是摩根大通亚太区股权承诺委员会（Equity Commitment Committee）的成员，该委员会负责审批摩根大通在亚太区的所有股权和股权相关交易。此外，他亦曾担任香港证监会的负责官员及香港金融管理局执行官。
叶家祺先生现任 GRE Investment Advisors Limited的董事总经理及负责人员。他同时也是 General Oriental Investments (HK) Limited（General Oriental Investments S.A.的全资附属公司）的董事总经理，General Oriental Investments S.A.是Cavenham Group of Funds的投资经理。叶家祺先生也是维信金科控股有限公司的非执行董事及公司审核委员会成员（一家于联交所主板上市的公司）。
叶家祺先生在私募投资、另类及组合投资方面拥有丰富的经验。他曾任博时基金（国际）有限公司香港地区的董事总经理及负责人员。在此之前，他是湛思投资管理（香港）有限公司（一家私募投资管理公司）的创办人及高级合伙人。他曾任JP Morgan International Capital Corporation的副总裁。
叶家祺先生现为EQT Partners（一家欧洲主要私募投资集团）的策略投资委员会的成员，EQT Partners致力与所投公司达成持续增长、卓越营运及维持市场领导地位。
叶家祺先生持有美国哈佛大学经济系文学士学位，并以优等成绩毕业。他是香港大学及医管局港岛西医院联网研究伦理委员会的非医疗卫生界成员及医管局中央研究伦理委员会Routine and Expedited Panel成员。他曾是香港创业及私募投资协会的荣誉主席。他也曾服务于中华人民共和国香港特别行政区贸易发展局金融服务咨询委员会。
吴先生亦曾在香港监管机构从业3年，担任强制性公积金计划管理局（Mandatory Provident Fund Schemes Authority）的执行董事。 吴先生是一名特许金融分析师，并获得加拿大卡尔加里大学理学学士学位及香港大学工商管理硕士学位。
自2007年以来，他也曾担任上海永宣创业投资管理有限公司（NewMargin Ventures）的高级合伙人。多年来，周先生一直在中国各地工作。周先生的职业生涯从在美国电话电报公司贝尔实验室（AT&T Bell Labs）担任电信高级工程师开始，后来进入朗讯科技（中国）担任销售和营销副总裁。
在此之前，他曾在香港、中国大陆和日本东京的Resources Global Professionals担任顾问，协助客户在香港、中国大陆和日本东京当地的会计、并购和财务尽职调查。
在加入Resources Global Professionals之前，何先生是先策投资亚洲有限公司的财务经理，该公司涉及在香港和中国大陆的直接投资。何先生的主要职责包括管理报告、公司秘书工作、遵守监管部门的规定以及分析和监督该基金直接投资的财务状况。在加入先策投资亚洲有限公司之前，他在深圳及广州安达信公司担任高级审计师。何先生职业生涯的最初是一名香港安永会计师事务所的审计师。