Brian C.K. Lui

Brian Lui serves as Senior Advisor at Chartwell Capital, and represents the firm in Australia. A former Portfolio Manager at Chartwell (2013-2019), he now advises the firm on Environmental, Social and Governance (ESG) strategy and how it impacts the Company’s investment fund and business development.

Brian’s tenure with the firm begins with its founding. As a co-Portfolio Manager from 2013 until his relocation to Australia, Brian contributed to Chartwell’s due diligence process, particularly on corporate governance and shareholder value.

A merit scholar from the Stern School of Business at New York University, Brian holds a Bachelor of Science degree in Finance.

Career Summary:

  • Joined Chartwell in 2006
  • 14 years experience in investments
  • Previous experience with HSBC Broking Services (Asia)

Qualifications:

  • B.Sc in Finance, merit scholar, Stern School of Business, New York University
  • Chartered Financial Analyst