Redefining the industry by doing the right thing, the right way.
Team
Alex C. Yu
Partner, Chief Executive Officer
Alex is the Co-Founder, Chairman of the board and Chief Executive Officer of 3 Capital Partners. Alex is responsible for leading the firm’s overarching vision, direction and investment strategies.
Originally from Taipei, Alex holds a Bachelor’s degree in Finance and Economics from Babson College in Massachusetts.
Jiahao
He
Partner, Chief Investment Officer
Jiahao is the Co-Founder and Chief Investment Officer of 3 Capital Partners. Jiahao chairs the investment strategy committee and is responsible for setting investment strategies for the firm.
Originally from Foshan, Jiahao holds a Bachelor’s degree in Economics from the University of Pennsylvania, Wharton School. He is also a Chartered Financial Analyst®.
Jonathan M. Shelley
Partner, Chief Operations Officer
Jonathan is the Chief Operating Officer and General Counsel of 3 Capital Partners. Jonathan is responsible for executing the firm’s business strategy as well as legal and operational matters.
Originally from Hong Kong, Jonathan holds a Master’s degree in Economics and Law from the University of Edinburgh and an LLB from The College of Law in London.
Kelvin Pan
Strategic Partner
Kelvin is the Co-Founder and Strategic Partner of 3 Capital Partners. Along with Alex and Jiahao, Kelvin guides the firm to continuously refine and optimize on the operating model, as well as unlock new resources.
Originally from Changzhou, Kelvin holds a Bachelor's degree in Mathematics and Computer Science from Boston University in Massachusetts.
Austin S.Y. Su
Managing Director, Client Solutions
Austin is the Managing Director at 3 Capital Partners. Austin is responsible for leading new business initiatives and opportunities.
Originally from Taipei, Austin holds a Master of Business Administration degree with a concentration in Finance from National Taiwan University and a Bachelor’s degree with concentrations in Accountancy and Law from National Cheng Kung University.
Wilson Chow
Managing Director, Client Solutions
Wilson is a Managing Director at 3 Capital Partners and a member of the Client Solutions team.
Originally from Hong Kong and Taiwan, Wilson holds a Bachelor’s degree in Finance from Lehigh University in Pennsylvania.
David Cheung
Portfolio Management and Analytics
David is an Investment Associate at 3 Capital Partners, and he is a founding team member of the firm. Along with the investment team, David is responsible for the day-to-day portfolio management activities and analytics.
Originally from Hong Kong, David holds a Bachelor’s degree in Economics and Finance from the University of Hong Kong.
Marvin Hui
Portfolio Management and Analytics
Marvin is a Portfolio & Operations Analyst at 3 Capital Partners and is responsible for supporting the day-to-day portfolio management and operational activities.
Originally from Hong Kong, Marvin graduated with First-Class Honors with a bachelor’s degree in Finance and Information Systems from the Hong Kong University of Science and Technology.
Benedict Low
Investment, Research and Analytics
Benedict is an Investment Associate at 3 Capital Partners. Along with the investment team, Benedict is responsible for the day-to-day investment activities, research and analytics.
Originally from Kuala Lumpur, Benedict holds a Bachelor’s degree in Accounting and Finance from the University of Hong Kong.
Ruby Lau
Operation Analytics and Executions
Ruby is the Operation Analyst at 3 Capital Partners. Along with the investment team, Ruby is responsible for the day-to-day business and investment operations.
Originally from Hong Kong, Ruby holds a Bachelor’s degree in Economics from the University of California, Berkeley.
Lydia Cheung
Operation Analytics and Executions
Lydia is an Operation Associate at 3 Capital Partners, and is responsible for the day-to-day fund operations.
Originally from Hong Kong, Lydia holds a Bachelor’s degree in Accounting and Finance from the University of Hong Kong. She is also a Certified Public Accountant.
Sally Lam
Business and Operations Management
Sally is the Office Manager at 3 Capital Partners and is responsible for the administration and day-to-day operations of the company.
Originally from Hong Kong, Sally holds a Master’s degree in Corporate Governance from the Hong Kong Polytechnic University (PolyU) and a BBA (Hons) from the University of Lincoln.
INTERESTED IN WORKING WITH US?
“We are redefining the industry by doing the right thing the right way.
And we’re looking for like-minded, driven, and talented people to join us.
If you share our passion for changing the industry - we should talk.”
—Alex C. Yu, Chief Executive Officer
Board of Directors
Alex C. Yu
Partner, Chief Executive Officer
Alex is the Co-Founder, Chairman of the board and Chief Executive Officer of 3 Capital Partners. Alex is responsible for leading the firm’s overarching vision, direction and investment strategies.
Originally from Taipei, Alex holds a Bachelor’s degree in Finance and Economics from Babson College in Massachusetts.
Jiahao He
Partner, Chief Investment Officer
Jiahao is the Co-Founder and Chief Investment Officer of 3 Capital Partners. Jiahao chairs the investment strategy committee and is responsible for setting investment strategies for the firm.
Originally from Foshan, Jiahao holds a Bachelor’s degree in Economics from the University of Pennsylvania, Wharton School. He is also a Chartered Financial Analyst®.
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Senior Advisors
Michael Chen
Senior Advisor
Michael is a senior advisor of 3 Capital Partners. With more than 30 years of executive leadership and portfolio management experience in the asset management industry, he provides insights and experience to the firm’s market and investment strategies. Michael is the Honorary Chairman of Capital Trust Investment where, under his management, he had led the asset management firm in establishing dominant industry presence with an asset under management of nearly US$13 billion.
Originally from Taipei, Michael holds a Master of Business Administration degree from Cornell University.
Kenny Foo
Senior Advisor and Non-Executive Director
Kenny Foo is a non-executive director and a senior advisor of 3 Capital Partners. Prior to joining 3 Capital Partners, Kenny was Managing Director and a Special Advisor at J.P. Morgan International Private Bank, responsible for the formulation of a global policy on tax compliance for the business.
Originally from Singapore, Kenny studied law at the National University of Singapore and subsequently attained a Master of Law in Taxation at the New York University School of Law.
Billy Hsieh
Senior Advisor
Billy is a senior advisor of 3 Capital Partners. In his 30 years of professional experience, Billy had spent nearly 24 years at PricewaterhouseCoopers (PwC) where he became the first business and tax advisory partner of the Shanghai office, leading the establishment of several professional services in China.
Originally from Taipei, Billy holds B.S. in Accounting, Summa Cum Laude, from St. John's University and Juris Doctor from the University of California, Hastings College of the Law. He is an Attorney-at-Law and Certified Public Accountant in the State of California.
Joel Lin
Senior Advisor
Joel is a senior advisor of 3 Capital Partners. With more than 20 years of entrepreneurial, management and finance experience, he advises the firm on its corporate development strategy and training. Joel is the Founder and Managing Partner of Green Mountains Investments, and the Founder and President of the Singapore, Hong Kong and US offices of Sandler Training.
Originally from Taipei, Joel holds a Master of Business Administration degree from Stanford Graduate School of Business. He also holds a Bachelor of Science in Aerospace Engineering from the US Military Academy at West Point.
Let us know how we can help.
With an asset and wealth management approach unlike any other - we believe the best way to understand how our offering and values are a fit for you or your organization is by having a conversation.
Life is led by purpose.
Investments should be no different.
—
©️2024 by 3 Capital Partners Limited
Suite 2402, Five Pacific Place
28 Hennessy Road, Hong Kong