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Brian C.K. Lui

Brian Lui serves as Portfolio Manager at Chartwell Capital. He oversees the Company’s investment fund. After graduating as a merit scholar from the Stern School of Business at New York University with a Bachelor of Science in Finance, Brian worked at HSBC Broking Services (Asia), advising Asian clients on U.S. listed equities.

With a passion for fundamental analysis, Brian joined RC Investments (Chartwell’s predecessor) in 2006, analyzing undervalued investment opportunities in Asia. Continuing with Chartwell Capital since its inception in 2007, Brian has contributed to the Company’s investment framework, process, and business direction. He has been a Chartered Financial Analyst since 2006.

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