Insights from Tricor Executives

August 30, 2019

Read the latest insights from Tricor’s executives:

futurecfo-1Wendy Wang-20190830_updated

(Aug 29, 2019) Beyond balance sheets: Top three trends transforming the CFO role in 2020

Wendy Wang, Group Chief Financial Officer & Group Chief Operating Officer of Tricor, shares on FutureCFO her predictions for CFO’s evolving role in 2020 as a trusted consultant who leverages technology, data and a global viewpoint to deliver key business insights beyond financial figures:

“Once upon a time, the CFO was charged with focusing purely on the bottom line. In a world increasingly guided by disruption and technology, CFOs are now in both the hot seat and the driver’s seat for redefining the role they play in a company. My prediction for 2020 is that CFOs will embrace an evolving, technology-centric role, facilitated by data-driven insights for future-proofing of the business and a better understanding of global trade and regulatory dynamics.”

(2019年8月29日) [FutureCFO:2020年將改變財務總監角色的三大趨勢 – 卓佳集團財務及營運總監Wendy Wang]

卓佳集團財務及營運總監Wendy Wang在《FutureCFO》發表文章,分享對財務總監的未來角色轉變的看法:

「以往財務總監只需專注公司盈虧狀況,但在一個越趨以革新和科技為先的時代中,財務總監的地位更顯重要,在公司中扮演的角色亦更為不同。我對2020年的預測是,財務總監將接以一個不斷轉變、科技為本的角色,善加利用數據分析以確保業務向前發展,以及加深了解全球貿易和監管趨勢。」

Above: Excerpt from the interview. Please refer to this link to view the article in full.

Peter Lam - Tricor Perspectives coveragePeter Lam - Tricor Perspectives

(Aug 27, 2019) [FutureCIO: Qualities becoming of a standout CIO – Peter Lam, Group Chief Information Officer]

In an interview titled "Qualities becoming of a standout CIO", Tricor's Group CIO Peter Lam talked to FutureCIO's Allan Tan on his experience working for Tricor and tips as a successful CIO:

"It is important that as CIO, I understand the requirements and pain points of our customers because we exist to serve our customers – internal and external. We are here to support the business. Our customers’ environments are changing, and IT must do the same. This could mean being in the markets where they are, deploying technologies, complying with local regulations and best practices critical to growing in those markets."

(2019年8月27日)[FutureCIO: 成為傑出的資訊科技總監 – 卓佳集團資訊科技總監林豪]

卓佳的資訊科技總監林豪在一篇名為「成為傑出的資訊科技總監 」的採訪中,與FutureCIO編輯Allan Tan分享他在卓佳的工作經歷,以及成為一位優秀資訊科技總監的秘訣:

「作為資訊科技總監,了解客戶的要求和難處非常重要。資訊科技部門的作用正是要服務內外的客戶,以全面支援業務發展。我們客戶的環境不斷轉變,因此資訊科技亦要相應變動,包括選擇合適的市場、部署相關科技、遵守當地法規與最佳操作指引,這對發展當地市場而言至關重要。」

Above: Excerpt from the interview. Please refer to this link to view the article in full.

China Business Journal - Lennard updateLennard banner_20190830

(Aug 24, 2019) [China Business Journal: Market Optimism Grows with Favourable Government Policies – Lennard Yong, Group CEO]

At Tricor’s media roundtable in Shanghai in August, Group CEO Lennard Yong, explained the key factors driving China’s growth to China Business Journal, a leading business newspaper in China:

"It is no longer China’s affordable labour cost which attracts foreign investments the most, but rather its rising education level and consumption power.

According to the World Investment Report 2019 published by the United Nations Conference on Trade and Development, the FDI inflow and outflow in China have been steadily growing despite a global decline, denoting a vibrant business and trade environment in China."

(2019年8月24日)[中國經營報: 樂觀來自於利好政策– 卓佳集團行政總裁楊斌官]

卓佳集團行政總裁楊斌官指出,和改革開放初期完全不同的是,現在中國市場吸引外資的已經不是廉價勞動力,而是知識層面及其消費能力的提升。

「根據聯合國的2019年世界投資報告,無論是流入中國的外資還是中國的海外直接投資都非常強健。這可以表明現在中國的業務環境非常健康,因為資本流動就意味著企業在開展業務,在進行海外投資。」

Above: Excerpt from the interview. Please refer to this link to view the article in full.

Foster Intrapreneurship to Sustain Growth (Yeap and Sharon)Sharon and Yeap Double Banner

(Aug 2019) [Hong Kong Institute of Human Resource Management: Foster Intrapreneurship to Sustain Growth – Yeap Kok Leong, CEO & Managing Director, Tricor Malaysia, and Sharon Cheng, Group Chief People Officer]

Tricor has been recently featured on Hong Kong Institute of Human Resource Management’s HR Service Providers Directory 2019. Yeap Kok Leong, CEO & Managing Director, Tricor Malaysia, and Sharon Cheng, Group Chief People Officer, shared five tips to help companies of any size by unleashing the “intrapreneurs” on their staff to stimulate growth in the long term:

“Companies of all sizes can protect themselves against growth stagnation by fostering a culture of “intrapreneurship”, empowering employees to act like entrepreneurs for the benefit of the company. Creating this environment can be challenging, but the benefit is clear: intrapreneurship helps even the most successful organization to remain competitive long after it has achieved profitability.”

(2019年8月)[香港人力資源管理學會: 促進內部創業以維持增長 – 卓佳集團馬來西亞區行政總裁及董事總經理葉國亮和卓佳集團人力資源總監鄭趣趣]

卓佳灼見「促進內部創業以維持增長」獲香港人力資源管理學會的《2019年人力資源服務機構目錄》刊載,由卓佳集團馬來西亞區行政總裁及董事總經理葉國亮和卓佳集團人力資源總監鄭趣趣分享有關推動「內部創業」的五大要點,以刺激企業的長遠增長: 「不同規模的企業可透過促進『內部創業』文化,以免增長停滯,鼓勵員工充當企業家一樣,根據企業的最大利益出發。創造『內部創業』文化可能具有一定難度,但好處顯而易見:讓企業成功在實現高盈利後仍繼續維持優秀的競爭力。」

Above: Excerpt from the interview. Please refer to this link to view the article in full.

hrdigitaltrendsPeter Tim - social media blurb

(Aug 13, 2019) [HR&DigitalTrends: Professional Services Still Need Talent to Drive Intelligence, Automation – Peter Lam, Group Chief Information Officer, and Tim Hurman, Group Transformation Director]

Peter Lam, Group Chief Information Officer, and Tim Hurman, Group Transformation Director, shared their insights on HR&DigitalTrends on the effect of technologies such as Robotic Process Automation (RPA), Artificial Intelligence (AI), intelligent optical character recognition (iOCR) and data analytics on the future of professional services industry – and how nurturing talent remains central in the age of digital transformation and for Tricor in particular:

“Technology, while important for streamlining and improving business processes, is only a tool for putting a company’s innovative mindset into action. Therefore, a professional service company’s digital strategy should prioritize building talent, enhancing processes and fostering innovative culture. With the right talent and culture in place, companies can then use the technology to offer clients an enhanced, digitalized customer experience with meaningful results.”

(2019年8月13日)[HR&DigitalTrends: 以人才推動科技應用 – 卓佳集團資訊科技總監林豪和集團創新總監Tim Hurman]

卓佳集團資訊科技總監林豪和集團創新總監Tim Hurman於HR&DigitalTrends分享了他們對機器人實現自動化運作(RPA)、人工智能(AI)、智能光學字元辨識(iOCR)和數據分析等科技如何讓專業服務行業受惠,以及指出在數碼轉型下,培育人才如何始終是對卓佳這類專業服務企業的重要關鍵: 「科技雖能簡化和改善業務過程,但只是將公司的創新意念付諸實踐的工具。然而,一所專業服務企業的數碼策略應先著重發展人才、強化業務過程和鼓勵創新。透過結合人才和企業文化的優勢,企業可透過一系列科技元素為客戶提供更高質素的數碼體驗。」

Above: Excerpt from the interview. Please refer to this link to view the article in full.

 

ShanghaidailyHailiang banner - SH daily

(Aug 7, 2019) [Interview with Shanghai Daily – Hailiang Zhang]

In the Shanghai Daily article “Full Steam Ahead for China” published following our recent media roundtable in Shanghai, Hailiang Zhang, Deputy CEO of the Tricor Group in Mainland China, explains the key factors accelerating Tricor’s growing success in Mainland China:

“As the world’s second-largest recipient of Foreign Direct Investments (FDI), China continues to be one of the world’s leading FDI markets for the financial services, information technology and fast-moving consumer goods sectors. Meanwhile, the Belt and Road and Greater Bay Area initiatives are paving the way for companies to enjoy long-term, structural growth in Asia, and our unique roots as an Asian company give us a competitive advantage in this dynamic and complex market.”

(2019年8月7日) [上海日報 – 卓佳集團中國區副行政總裁張海亮]

繼卓佳在上海舉辦傳媒圓桌會議後,《上海日報》發表的專題「中國全速前進」中訪問卓佳集團中國大陸區副行政總裁張海亮,就加速卓佳在中國大陸發展的成功關鍵:

「中國作為全球第二大外國直接投資(FDI)的接收國,繼續成為世界領先的金融服務、資訊科技和快速消費品等行業的外國直接投資市場之一。 與此同時,『一帶一路』和『大灣區』計劃為企業在亞洲實現長期結構性增長鋪路,而卓佳集團植根且深耕亞洲,亦使我們在這個充滿動力和複雜的市場中先拔頭籌。」

Above: Excerpt from the interview. Please refer to this link to view the interview in full.

Lennard - shanghai social media blurb - coverageLennard - shanghai social media blurb

(Aug 6, 2019) [Interview with International Financial News / People's Daily – Group CEO, Lennard Yong]

At our recent media roundtable in Shanghai, Lennard Yong, Group CEO, shared with International Financial News, a publication founded by People’s Daily, on accelerating our growth which has been fuelled by Government initiatives and Tricor’s synergistic plans across our operations in Greater China:

“With development initiatives such as Belt and Road and Greater Bay Area, many Chinese enterprises are expanding overseas and foreign companies are deepening their reach in China. Our mission is to help these companies achieve cross-border synergy when going global, and minimize the impact of legal and regulatory complexities. Through strategic acquisitions and forward-thinking partnerships, we are building a network that infuses Tricor’s global expansion expertise with local capabilities for our clients looking to expand and scale from incorporation to IPO across Greater China and beyond.”

(2019年8月6日) [國際金融報– 卓佳集團行政總裁楊斌官]

卓佳集團行政總裁楊斌官最近卓佳在上海舉辨的媒體圓桌會議上,與《人民日報》旗下的《國際金融報》分享卓佳如可受惠於政府方案和卓佳在大中華地區營運的協同效應,從而讓業務更上一層樓:

隨著「一帶一路」和「大灣區」等發展計劃的推進,更多外資企業在中國能享有強大機遇,也有更多中國內地的公司在中國和海外擴張。但企業要走進國際舞台,難免會面臨法律制度與國內不同的難題。透過戰略收購和具前瞻性的合作夥伴關係,我們正在構建強大的網絡,致力將卓佳的全球拓展專業人才與本土能力相結合,以支持客戶在大中華地區乃至全球範圍內發展業務,協助他們從公司成立直至首次公開募股。

Above: Excerpt from the interview. Please refer to this link to view the interview in full.

 

(Aug 2, 2019) [Interviews with Hong Kong Economic Journal, Hong Kong Economic Times, Ming Pao, Sing Tao Daily, Headline Daily, AAStocks – CEO of Tricor Hong Kong Joe Wan]

Tricor announces collaboration with BOCI to expand Employee Share Ownership Plan in China’s Greater Bay Area and Yangtze River Delta Economic Region 

Joe Wan, CEO of Tricor Hong Kong, shares his insights on the collaboration with BOCI in expanding ESOP with various media outlets:

“The region is buzzing as companies launch plans to expand in the GBA. Our collaboration with BOCI will certainly help our clients expand their operations in this fast-growing market by allowing them to better manage their ESOP solutions. It’s always a win-win when two market leaders join forces for the greater good of their clients. I look forward to working with BOCI as we explore new ways to enhance our combined service offering in the strategic Greater Bay Area and elsewhere in China.”

 (2019年8月2日) [信報財經新聞、 香港經濟日報、明報、星島日報、頭條日報、阿思達克財經網等多家傳媒訪問 – 卓佳香港行政總裁溫佩麟]

卓佳集團與中銀國際攜手在粵港澳大灣區和長三角地區擴大員工持股計劃的合作藍圖

卓佳香港行政總裁溫佩麟與多家傳媒分享他對卓佳集團擴大員工持股計劃的合作藍圖的見解:

「隨著更多企業推出在大灣區拓展業務的計劃,大灣區展現出蓬勃的新氣象。我們與中銀國際的合作無疑將協助雙方的客戶在這個快速增長的市場中擴展業務,以更有效管理其ESOP方案。透過我們作為市場上的兩大領導企業,聯手為客戶爭取更大的利益,便能進一步達至共贏。我期待與中銀國際合作,針對具有戰略效益的大灣區和中國其他地區,共同探索和提升我們的一站式服務。」

Above: Excerpt from the interview. Please refer to these links on Hong Kong Economic Journal, Hong Kong Economic Times, Ming Pao, Sing Tao Daily, Headline Daily, AAStocks to view the interviews in full.

Sunshine - Marketing Magazine_20190730

(Jul 24, 2019) [Marketing Magazine – Group Head of Marketing and Communications Sunshine Farzan] Seven ways to align your strategies with the millennial mindset 

Sunshine Farzan, Group Head of Marketing & Communications, shares with Marketing Magazine Group how to align B2B marketing strategies with the millennial mindset. These digital natives are redefining the business landscape and are set to dominate the global workforce by 2020. As millennials climb the ranks to fill senior decision-making roles, brands can’t afford to miss out on the opportunity to connect and collaborate with the largest generation of buyers in history.  

(2019年7月24日) [Marketing Magazine – 卓佳集團市場及傳訊部總監范陽光] 七種方法讓千禧一代的新思維融入市場策略

卓佳集團市場及傳訊部總監范陽光與《Marketing Magazine》分享如何將B2B營銷策略與千禧一代的新思維互相結合。Digital Native(數位原生)的新一代正在改變現時商業格局,並將在2020年開始主導全球勞動力。隨著這一代新力軍步步晉升並充當決策角色並成為舉足興重的消費者,而且數量是歷來最多,品牌絕不能錯失彼此合作的好時機。 

Above: Excerpt from the interview. Please refer to this link to view the interview in full.

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(Jul 19, 2019) [China Business Law Journal – Group General Counsel and Chief Compliance Officer Judy Wong]

Following our recent acquisition of Richful Deyong in May 2019 to expand our presence in Mainland China, Tricor’s Group General Counsel and Chief Compliance Officer Judy Wong was invited by Asia Business Law Journal published by Vantage Asia to share her insights on the prerequisites for success as an experienced in-house legal and compliance counsel:

"The group legal function at Tricor is comparatively new. As an in-house counsel, I believe in understanding the entire business of the company and its needs, to tailor specifically for the company and help it grow further. Legal and compliance should work hand-in-hand together, so that we can have better oversight and ensure that we comply with regulatory and legal requirements. For the legal industry at large, if we stop seeing people as men or women then we can stop these layers of discrimination - everyone strives to work hard, to improve, to move up and to exceed themselves."

(2019年7月19日) [商法月刊 – 卓佳集團法律總顧問兼合規事務總監黃德君]

繼我們最近於2019年5月收購瑞豐德永以拓展卓佳在中國大陸的業務後,卓佳集團法律總顧問兼合規事務總監黃德君接受《商法月刊》邀請,分享她作為成功的內部法律及合規顧問的先決條件: 

「卓佳的集團法律團隊相對較新。作為一名集團總法律顧問,我相信了解公司的整體業務及為公司度身訂做最適合的方案最為重要,以助公司進一步發展。法律和合規部也應該攜手合作,以便我們更有效監督相關業務,確保一切行為合乎法律和合規要求。對於整個法律行業而言,倘若我們不再拘泥於法律專業人員本身的性別,便可以協助消除職場歧視:我們業界每位成員不斷努力改善自身、積極向上、超越自己。」

Above: Excerpt from the interview. Please refer to this link to view the interview in full.

Wendy Wang - Financier Magazine

 

(Jul 15, 2019) [Financier Worldwide Magazine – Tricor Group CFO & COO Wendy Wang] Evolving Role of the CFO

Many would agree that CFOs thrive on numbers, prudence and rationality. I would add in ‘grit’ and ‘mastery of technology’. The latter helps CFOs to understand the underlying issues, trends and opportunities behind the numbers as well as their impact on the company’s business, in terms of business growth, new product development, operations, and investment needs. Meanwhile, there is no shortcut as a CFO. CFOs need to keep up the effort and make great things happen – which takes grit.

(2019年7月15日) [Financier Worldwide雜誌 – 卓佳集團財務及營運總監 Wendy Wang] 財務總監的角色轉變
不少人會同意財務總監應對數字敏感、處事謹慎和具理性分析能力,但我會補上「毅力」和「掌握新科技」兩項重要條件:後者能協助財務總監在業務增長、新產品開發、營運及投資需要等方面,全方位了解不同數字背後的潛在問題、發展趨勢、業務發展機會和企業影響。同時,要成為稱職的財務總監,我相信除努力外並無其他捷徑,而且需要有堅持的勇氣和毅力,讓理想成真。

Above: Excerpt from the interview. Please refer to this link to view the interview in full.

Lennards commentary on China Daily_20190621_for website update

(Jun 21, 2019) [China Daily Hong Kong – Tricor Group CEO Lennard Yong] Bay Area Accelerates Technology Advancement

The trade dispute will have the inadvertent effect of ensuring China and the Bay Area to be more independent and self-reliant, which will further connect the cities and regions within the Bay Area and decouple and reduce the reliance on traditional partners,

(2019年6月21日)【中國日報香港版 – 卓佳集團行政總裁楊斌官】 大灣區發展加速科技增長

貿易爭端將間接促使中國和大灣區更能自力更生,透過進一步連接大灣區內城市,減少區內對傳統貿易夥伴的依賴。

Above: Excerpt from the interview. Please refer to this link to view the interview in full.

20190612_Aligning talent management with a transparent, diversified and innovation - Joe & Glenda_CROPPED

(Jun 12, 2019) [Classified Post – Joe Wan, Chief Executive Officer, Hong Kong & Glenda Liu, Head of Human Resources, Hong Kong] Aligning talent management with a transparent, diversified and innovative mindset

People’s views and values are shifting. Companies need to relinquish their old modes of employee engagement, and to channel and benefit from what makes millennials great: an incredible ability to innovate and use technology to make the world a better place.

(2019年6月12日)【Classified Post – 卓佳集團香港行政總裁溫佩麟及人力資源主管廖詠梅】 讓人才管理更為透明、多元和創新

隨著不同世代的觀點和價值觀一直變化,企業需衡量摒棄激勵員工的舊有模式,讓千禧世代的非凡潛能得以全力發揮,開拓渠道讓企業受益,以他們的創新力量和科技睿智讓世界變得更美好。

Above: Excerpt from the interview. Please refer to this link to view the interview in full.

Judy coverage

(Jun 11, 2019) [China Business Law Journal – Judy Wong, Group General Counsel] Tricor enhances China outbound services with Richful Deyong acquisition

Traversing the cross-border nature of the deal, with inherent conceptual differences between the PRC and common law legal systems affecting contractual interpretation and construction, presented its own unique challenge. Having completed the biggest and most legally complex acquisition of Richful Deyong in the almost 20 years of Tricor’s history, we have successfully expanded our Mainland China presence from five cities (Beijing, Shanghai, Guangzhou, Shenzhen and Chengdu) to an additional eight (Tianjin, Xiamen, Dalian, Qingdao, Nanjing, Hangzhou, Fuzhou and Ningbo).

(2019年6月11日) [商法月刊 – 卓佳集團法律總顧問兼合規事務總監黃德君] 卓佳收購瑞豐德永加速發展中國對外業務

要靈巧處理規模如此宏大的跨境併購項目,能先駕馭中國內地與普通法的體系差異,包括法律概念和詮釋異同,本身就是一項挑戰。完成卓佳近20年公司歷史以來、規模最大而合規要求最為複雜的瑞豐德永收購後,我們成功將卓佳在中國大陸的業務從五個城市(北京、上海、廣州、深圳和成都)擴展至另外八個城市(天津、廈門、大連、青島、南京、杭州、福州和寧波)。

Above: Excerpt from the interview. Please refer to this link to view the interview in full.

chloe coverage

(Jun 3, 2019) [Consultancy Asia – Head of Merger and Acquisition Chloe Chan] Head of Merger and Acquisition Chloe Chan discusses Tricor's largest acquisition to date

Chloe Chan, Tricor’s Head of Merger and Acquisition, was featured on Consultancy Asia, Asia’s leading English-language trade magazine to share her experience working on Tricor’s largest acquisition deal in company history of Richful Deyong, her insights on getting deals done, plus her secret to achieve early success in her career:

“Getting the best of both worlds – and for both worlds – is very important in staying one step ahead of not just your M&A counterpart, but also ahead of market conditions. Understanding the growth drivers of the company – and how these drivers may change and interact with each other in the future and with the external market and regulatory environment can allow us to identify and develop plans to mitigate any hidden risks in the business.”

(2019年6月3日)【Consultancy Asia –卓佳集團併購總監陳靄妍】 卓佳集團併購總監陳靄妍介紹卓佳集團成立以來規模最大的收購計劃

卓佳集團集團併購總監陳靄妍就卓佳收購瑞豐德永、加速發展中國對外業務分享項目經歷,以及介紹在併購交易以至事業取得成功的要訣:

要在併購交易領先對手、以至領先於市場,必須以雙方立場為重、整合彼此優勢。充份了解雙方企業的增長原動力, 以至未來變數及與外部市場和監管環境的相互影響,有助識別趨勢和製訂周詳計劃,從而減輕任何業務中隱藏風險的影響

Above: Excerpt from the interview. Please refer to this link to view the interview in full.

HRM Asia

(May 20, 2019) [HRM Asia – Tricor Group People Officer Sharon Cheng] Asian employers can’t ignore the importance of an agile culture

In this byline article, Sharon Cheng, Group Chief People Officer of Tricor Group, commented:

"Agility has to come first for a thriving workplace culture which emphasizes integrity, care and collaboration. With an open mind for diversity and health appetite for technology, an agile workplace culture will not only benefit the employees, but also business sustainability and talent retention in the long run."

(2019年5月30日)【HRM Asia –卓佳集團人力資源總監鄭趣趣】 靈活的工作文化 亞洲僱主不能忽視

卓佳集團人力資源總監鄭趣趣指出:

「要營造以誠信、關懷和互相合作為基石的工作文化,提升靈活度必須為首要條件。能對多元化和科技保持開放態度,靈活的工作文化不僅有利員工,長遠來說亦對業務的持續發展、招攬和挽留人才至關重要。」

Above: Excerpt from the interview. Please refer to this link to view the interview in full.

The Standard – Tricor and Lennard Y profile_20052019

(May 20, 2019) [The Standard – Lennard Yong] Unlikely winner in trade war

Lennard Yong, Tricor’s Group CEO, was interviewed by The Standard, a leading English-language newspaper in Hong Kong, stressing how Tricor has seized the many opportunities generated by recent trade tensions to help companies relocate factories and headquarters elsewhere. He also shared his strategies to further enhance Tricor’s one-stop-shop services to include a wide range of solutions from corporate services, IPO to insurance and wealth solutions:

“Instead of a trade war, I would describe it as a trade issue. Some corporations may need to relocate factories and headquarters, and there will be business for us whenever there is an incorporation of a company. We want to be a bridge, helping global companies set up in China and helping mainland Chinese companies expand internationally. When entrepreneurs and firms think about expanding their business into Asia, I hope that they will think of Tricor immediately."

He also shared his diverse professional experience as a thought leader in the business and financial services industry:

“Hong Kong is my home. I've been enjoying what I’ve been doing and I constantly look for change and development. Many people are afraid of change and choose to stay in their comfort zone, but life is short - you should enjoy what you do and dare to take risks.”

Above: Excerpt from the interview. Please refer to this link and this link  to view the interview in full.

(2019年5月20日)【英文虎報–卓佳集團行政總裁楊斌官】 貿易戰中的逆勢黑馬

卓佳集團首席執行官楊斌官接受英文虎報的採訪時,指出貿易戰可導致供應鏈遷移,由此創造了新的機遇。他還分享了他對卓佳在投資者服務範疇的期望,以及公司的新業務計劃:

卓佳集團(卓佳)首席執行官楊斌官表示,中美貿易戰可以帶來更多業務,幫助公司在異地重新部署、整合產業鏈。他還補充道,當下的情形會為公司帶來更多的機遇。此外,卓佳作為商業解決方案供應商,還關註各種規模的IPO,並在其中尋覓機會。

卓佳總部位於香港,為21個國家和地區的30000多家公司提供商業和企業服務,其中包括在香港上市的1300多家公司。卓佳的服務範疇包括公司設立和公司秘書服務。這部分業務收入占公司收入的80%左右。其余20%左右的收入來源於投資者服務,包括在香港、馬拉西亞和新加坡進行證券註冊和IPO。

卓佳成立於2000年。當年東亞銀行(0023)收購了三大會計事務所的企業服務以成立卓佳。自成立以來,卓佳每年以兩位數的速度增長。兩年前,它被出售給私募股權基金Permira(璞米資本)自此以後,卓佳進行了數輪大型招聘和變革。

楊斌官於2018年初加入卓佳。他將此次貿易戰定性為「貿易糾紛」。他強調,「我將其視作貿易的一次重新設定。貿易是普遍關聯的。比方說,你不從某個國家購買大豆,你就會從其他國家那裏購買。我一直認為香港可以從這次全球變革中獲益。」

他也將關稅上漲和其他市場動蕩因素視作機遇。「每當貿易協議需要重新簽訂時,都可能對跨國公司產生影響,如采購地選擇、價值鏈重建及公司建立等。一些大型公司可能需要重遷工廠和總部。只要存在公司並購,我們就有業務。」

盡管會有企業遷出中國,但他認為這對世界第二大經濟體來說,並不一定是壞事。楊斌官表示,「即便沒有貿易糾紛,這個世界也總是在不斷變化的。比方說,廣東的服務業體量比之前更大,而制造工廠則已遷到東南亞地區。香港也是從制造業轉型到服務業的,並且,現在的香港要比之前更加興盛。」

他引用聯合國的《世界投資報告》稱,2017年,中國大陸連同中國香港,吸引了亞洲最大的外國直接投資。其中,中國大陸吸引了1360億美元的投資額(約1.07萬億港元),而中國香港則吸引了1040億美元的投資額。新加坡吸引的投資額位列第三,合計超過600億美元。他說,「你要知道,香港的人口僅僅只有700萬。」

在收購麥迪森太平洋後,卓佳進軍到企業債務服務領域。他稱,集團一直在尋求通過兩項並購案以加強企業服務。2018年,卓佳參與了119家公司的IPO,其中大多數是中等規模企業。較之對手中央證券登記有限公司,卓佳與客戶達成了更多的交易,為大客戶籌集到了更多的資金。

鐘絳虹被稱為「新股女王」。她從中央證券登記有限公司跳槽到卓佳,擔任卓佳香港商務服務董事總經理一職。據介紹,除了中等資金規模的企業,公司還接到了大公司的簽約合同。

他說,卓佳不會放棄中小型資金規模企業。「卓佳本身不是投資公司,而是幫助企業對接市場。我們服務對象年紀稍長,這也是為什麽我們打算翻新這兒的辦公室,讓他們感到更舒適。」卓佳將於下月將其總部從灣仔搬至觀塘。現下的合和中心辦公室將進行翻新,用於提供客戶服務。

作為證券過戶登記服務商,卓佳接手的認購越多,獲利就會越多。一些小規模的IPO可以吸引大量投資者,可實現成百甚至上千倍的超額認購。因為在投資者看來,除了名氣和商業性質因素外,這些公司的股價往往比市值高的公司更容易上漲。

中國大陸即將推出新科創板,他並不因此感到擔心。「內地公司如果要吸引國內投資,會在內地上市。但他們要想投資者多元化的話,就會選擇香港。」他強調了香港作為特區的優勢,包括資金流通自由和法治。

IPO市場在一季度下滑,但他相信,該市場在下半年將出現反彈。

卓佳及其他股票登記機構一直與香港交易所(0388)就無紙化證券制度進行合作。該制度將於2022年實施。
去年,卓佳開始提供保險和理財服務,並就此與合作夥伴合作。他解釋道,卓佳不僅為企業服務,同時也為有產業的富裕客戶服務。它已著手為家族信托服務。

他說,卓佳不是銀行,不能直接向客戶銷售產品。他表示,「我們有合格的資歷豐富的工作人員了解客戶的需求,並通過合作夥伴推薦適合的產品。」「我們希望架起橋梁,幫助全球公司進入中國,並幫助大陸的公司經由香港走出國門。」

走出舒適區

楊斌官是來自馬來西亞的華裔高管,已經買下了他在香港的第一個房子。但他相信,未來還會更好。
「香港就是我的家。這是我最想居住的地方。」檳城出生的他說,自2011年以來,他就一直住在香港。他的兒子在香港讀書,女兒則在布裏斯托,但女兒希望畢業後能留在香港工作。

儘管房價飆升,他仍在今年年初時,在大埔買了房。「就如李嘉誠所言,我買房為居住,而不是為了投機。」他的祖父是從廣東的潮州遷至吉隆坡,正因如此,他可以說多種方言。在悉尼獲得註冊會計師資格後,他投身於金融業。他在荷蘭國際集團工作了15年,在悉尼、香港和阿姆斯特丹擔任了多種職務。

在荷蘭國際集團的最後一個職務是擔任該保險公司在香港和澳門的首席執行官。2013年,該公司被出售給李澤楷的太平洋世紀集團。他隨後加入大都會人壽保險,擔任大都會人壽保險香港公司的首席執行官。其後,他加入了富通保險,並最終在卓佳掌舵

當時,富通保險被北京的九鼎投資收購。去年年末,九鼎投資已將其出售給新創建集團有限公司(0659)。
他說,儘管他需要一周工作七天,他仍學到了很多關於中國市場的知識。「在中國經商,你的眼界會不斷地開闊。而開闊的眼界會不斷地敦促你走出舒適區。加入富通保險可能是我職業生涯中做出的最明智的決策之一。如果我沒加入過富通保險,我可能也就不會成為卓佳的首席執行官。」

「我非常享受當下的工作,並不斷尋求變革與發展。」「生命轉瞬即逝。你要享受當下,勇於冒險,尋求變革。許多人畏懼變革,選擇待在舒適區內。」 他借此機會分享了事業上的一些建議。

Charles - Yicai

 (May 16, 2019) [Yicai TV: Market Morning Express – Group Chief Commercial Officer Charles Ferguson] Market Compass: Mainland Chinese Companies Overseas Expansion and HK IPO Market 

Tricor’s Group Chief Commercial Officer Charles Ferguson was featured on the flagship morning news program Market Morning Express of Yicai TV, a leading business channel across Greater China. Charles was invited to comment on Mainland Chinese companies’ overseas expansion trends and Hong Kong IPO market predictions based on Tricor’s extensive network of clients in Asia and beyond:

"Roughly half of Hong Kong's IPO volume comes from Mainland Chinese companies, with ever more of them choosing Hong Kong for their regional offices and headquarters – these Mainland Chinese companies made up the largest proportion in 2018 by country of origin. I don't have a crystal ball for an exact prediction, but am confident that the Hong Kong IPO market will thrive further in the second half of 2019. 

Given the rising trend of Mainland Chinese companies establishing regional headquarters in Hong Kong and the confidence of Tricor clients, we observe that the Belt and Road initiatives and Greater Bay Area plan have encouraged more companies to expand through Hong Kong. With our recent acquisition of Richful Deyong, an integrated corporate and business services provider focused on supporting Mainland Chinese companies in their international corporate activities, together we will elevate Tricor’s offerings to facilitate Chinese enterprises’ business expansion with our one-stop-shop services across 21 countries and 13 cities across Mainland China, in addition to Hong Kong and Macau."

(2019年5月16日)【第一財經: 市場早班車 – 卓佳集團商務總裁方臣漢】 市場指南針: 中國內地企業的海外拓展和香港IPO市場趨勢

卓佳集團商務總裁方臣漢獲邀接受知名財經電視台第一財經的旗艦新聞節目《市場早班車》中「市場指南針」時段的訪問。 

方臣漢表示:「香港市場有一半的集資來自內地企業,內地企業來港設立區域總部的數量逐年攀升,2018年來自內地的企業更在國際企業當中排名第一。內地企業選擇來香港的數目和佔港交所集資量正不斷增加,雖然沒有水晶球預測一個確切數字,但對下半年IPO市場充滿信心。

隨著更多內地企業在香港成立分公司我們觀察到卓佳客戶在投資方面的持續信心,以及在一帶一路和大灣區計劃下推動更多公司透過香港拓展業務卓佳最近收購了瑞豐德永,一家專注於支援內地企業走向國際的綜合企業和商業服務提供商。我們將聯手進一步提升卓佳的優質服務,以協助內地企業在香港和澳門以外的21個國家及國内13個城市拓展環球業務。

Above: Excerpt from the interview. Please refer to this link to view the interview in full.

 

Lennard - SCMP - 20190514

(May 14, 2019) [South China Morning Post – Lennard Yong] London Metal Exchange to reboot its cross-border trading channel with Hong Kong, extend trading to Asian market hours

London Metal Exchange, the world's largest financial market place for base metal futures, plans to reboot its cross-border trading channel with Hong Kong in a three-stage approach to increase transactions during Asian market hours.

The first stage, scheduled for the end of 2019, will involve the LME’s parent Hong Kong Exchanges and Clearing Limited (HKEX) rolling out six US dollar-denominated contracts for aluminium, zinc, copper, lead, nickel and tin, said the London bourse’s chief executive Matthew Chamberlain. These “mini” contracts, comprising 5 tonnes of metals per contract compared with 25 tonnes in London, will use London’s pricing as reference, while they are settled in Hong Kong.

“The stock market has always been a strong and robust aspect in Hong Kong,” said Lennard Yong, group chief executive and managing director of financial consultancy firm Tricor. “With the HKEX’s plan to boost the commodities sector, the diversification of investment options in Hong Kong will lead to a strengthening of its position as the international finance centre.”

(2019年5月14日)【南華早報 – 卓佳集團行政總裁楊斌官】倫敦金屬交易所推動「倫港通」跨境交易 交易時間延至亞洲時區

卓佳集團行政總裁楊斌官表示:「香港的股票市場一直維持強勁。隨著香港交易所計劃推動商品市場,香港投資選擇更趨多元化將加強其作為國際金融中心的地位。」

Above: Excerpt from the article. Please refer to this link to view the article in full.

newspaper clipping

(May 2, 2019) [Ming Pao – Natalia Seng] Natalia Seng: Spearheading the Development of Company Secretarial Practice

As one of the Outstanding HK Polytechnic University Alumni 2019, Vice Chairman of Tricor Hong Kong and Offshore Natalia Seng expressed her gratitude for the Hong Kong Polytechnic University and elaborated on the significance of corporate governance in this interview on Ming Pao:

“I am honoured to be one of the Outstanding HK Polytechnic University Alumni 2019. As a proud graduate of PolyU, I have been taught the significance of corporate governance and its impact on companies early on. With ever more Mainland Chinese and multi-national companies arriving in Hong Kong to get listed and having over 1.3 million active companies on the register of Companies Registry, Tricor’s one-stop-shop support from incorporation to IPO has played a significant role for almost two decades in raising the bar of corporate governance and standard of excellence to accelerate clients’ success.”

(2019年5月2日) 明報 – 沈施加美 推動公司秘書業務發展 育才貢獻社會 
公司秘書在企業中扮演舉足輕重的角色,關繫到公司的管治水平。卓佳集團香港及離岸地區副主席沈施加美從事公司秘書工作超過三十年,曾任香港特許秘書公會會長,並獲頒「香港特許秘書公會傑出貢獻獎」。她一直致力推動公司秘書業務發展,同時積極培育專業人才為社會服務。

自2000年初起,越來越多國企來港上市,法例規定所有上市公司的公司秘書必須擁有認可的專國企及業資格如特許秘書、律師及會計師,然而内地缺乏這方面的人才。聯交所於2005年制定條例,容許來港上市的國企及海外企業於首三年在港聘請外部聯席公司秘書。沈太看準這個機遇,帶領卓佳積極爭取與國企及海外企業合作,提供外部公司秘書及股份過戶處服務,協助企業來港上市。現時集團的全球客戶群中有超過1,300 間在香港上市的企業。卓佳協助它們收取資料,按時申報及回覆與聯交所,公司註冊處及稅務局,提供股份過戶處服務。除了協助他們上市,也提升整個企業的管治文化。

沈太於2007至2009年連續三年出任香港特許秘書公會會長,至今仍是公會的理事會成員。她有感近年中國内地對特許秘書專業資格的需求,協助公會在内地作推廣,讓內地人士參與公會的專業培訓,課程及考試,獲取專業資格。

沈太非常重視人才培訓,卓佳內部制定出一套實務性人才培訓計劃,多年來為商業機構培養了不少專業特許秘書 / 公司秘書。此外,沈太也參與公職,包括為非牟利團體如聯合國兒童基金會等提供服務、出席講座宣傳反洗黑錢、出版指引等,她認為這些都是應盡的企業社會責任。

Joe-Sing-Tao-20190429-1024x561

(April 29, 2019) [Sing Tao Daily – Joe Wan] Tricor Accelerates Growth with Employee Stock Ownership Plan and Insurance & Wealth Solutions capabilities

Tricor’s updates: ESOP, Insurance & Wealth Solutions

Together with a worldwide network of 40 offices, Tricor’s Hong Kong headquarters is ready to accelerate clients’ growth with the well-known company secretarial, investment, and accounting & payroll capabilities.

Apart from building out the new Insurance and Wealth Solutions business, we are keen to tailor-make sophisticated employee stock options plans (ESOP) for clients, such as the Restricted Stock Unit (RSU) plan, which helps attract talent especially for startup companies to grow together with their younger employees.

Share registry’s industry developments: building out paperless platforms 

The appointment of Catharine Wong in Hong Kong as Tricor’s Executive Director and Head of Investor Services will help facilitate discussions with Hong Kong Stock Exchange (HKEX) and Securities and Futures Commission (SFC) on regulatory issues and going paperless.

The development process together with HKEX for the electronic platforms to exchange information will take a few years. The alignment of interfaces will involve maintenance cost and further discussions with the Federation of Share Registrars.

Above: Excerpt from the article. Please refer to this link, this link and this link to view the article in full.

(April 29, 2019) 星島日報 – 溫佩麟 卓佳推員工股獎勵計劃 引企業保險業務

有關卓佳最新動向:卓佳拓企業員工股權獎勵

卓佳除了股份過戶業務,還有公司秘書業務以及企業會計薪酬業務等,各佔營業額三分一。股份過戶業務的一大來源是新股發行的股份登記,而卓佳與中央證券登記,已幾乎雄霸了本港的新股市場。卓佳集團香港行政總裁溫佩麟指出,未來會主力拓展「員工股權獎勵計畫」、又會引入企業保險業務,以加強推廣薪酬服務。

近年不少來自內地的新經濟企業來港上市,均設有「員工股權獎勵計畫」,作為吸引人才的招數。因此卓佳看中市場,將會聯同一家本地大型銀行合作,推出管理員工股權獎勵計畫的業務。溫佩麟說,對一家中央型企業來說,設立一個員工股份獎勵計畫,大約需費每年30至40萬元。但他透露,並非只有內地新經濟企業才用此招,本港一家上市數十載專做「叉電器」的企業,亦正在考慮加入此列,因員工老化,望通過股權獎勵計畫挽留人才。

另外,上市公司的獨立非執董均需購買「董事責任保險」,為了提供一條龍服務,卓佳已與一家人壽保險經紀公司Internationa Planning Group,以及另一產險公司簽署合作協議。至於薪酬服務,卓佳亦涉足甚深,目前客戶大至1500顧員規模,小至只有兩位。溫佩麟指,未來期望吸納更多大型客戶,尤其零售企業。

有關證券登記發展:為引入證券無紙化鋪路 互換資料平台正籌建

卓佳集團香港行政總裁溫佩麟接受本報專訪時期望,在與港交所(388)設立電子平台互換資料一事上,由證券登記公司總會出面接洽,惟大部份細節仍在磋商初期,料「將是一個幾年的過程」。

此外,股份過戶處將需要與港交所設立一個相同的界面,以方便互換股份的法定擁有權資料。溫佩麟說,證券登記公司總會正與有關當局商討此事,問題如誰來承擔成本及誰負責注資保養營運等,均需討論。溫直言,希望由總會和港交所負責,但亦有可能由卓佳聯同其他股份登記公司跟港交所談,討論相當初步,故尚需一段時日。

溫佩麟期望,王妙心加入卓佳後,會主力負責與港交所及證監會在無紙化改革上的溝通,包括與當局洽談如何監管的事宜。溫佩麟指出,證監會有提出不同監管模式和想法,並向業界收集意見,但未提出完整的監管架構。

Above: Excerpt from the article. Please refer to this link, this link and this link to view the article in full.

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(April 18, 2019) [Campaign Asia – Sunshine Farzan] Marketing’s new innovation lab: China’s Greater Bay Area

Move over San Francisco, a new Bay Area is rising. In February, the Chinese government unveiled the blueprint for its Greater Bay Area (GBA), an economic hub connecting nine mainland cities across the Pearl River Delta with Hong Kong and Macau. What does this represent for marketing? The future. The GBA promises to become an innovation and business hub, rivaling New York City and Tokyo, with the potential of eclipsing these markets in terms of GDP and innovation. Digital marketing can fuel and help shape its success, but only if practitioners integrate and innovate campaigns across all markets in the region. Now is the time to fearlessly embrace new trends, strategies and activations. What we learn and achieve in the GBA will shape our profession globally.

Above: Excerpt from the article. Please refer to this link to view the article in full.

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(April 15, 2019) [CFO Innovation Interview – Wendy Wang]  Are you CFO Material?

Wendy Wang, Group Chief Financial Officer & Group Chief Operating Officer of Tricor, shared her insights with CFO Innovation on her career success story, the development of Robotics Process Automation at Tricor, and tips for working together with other C-Level execs to align Tricor’s business strategy and objectives as the leading business expansion specialist in Asia:

During my first two years at Tricor, I spent a substantial amount of time bringing up to speed Tricor’s transformation calendar. This required me to work closely with other senior executives on group strategy. We worked as a team to set up the business transformation blueprint and to drive higher financial performance through technology, work enhancement and talent empowerment.

To be a successful CFO, I believe one needs to stay hungry and keeps learning. Given that the world is changing at a much faster pace than ever before, we can’t rest on our own laurels.

CFOs have to have the ability to understand what technology means to their businesses—in terms of growth, new product development, operations, investment needs and other areas, and then work with senior executives to lay out the company strategy, blueprint for execution, and create visibility on progress.

There’s no shortcut, but we’ll see positive financial outcomes after putting in the required effort to make it happen.

Above: Excerpt from the article. Please refer to this link to view the article in full.

 

 

(April 14, 2019) [HKIBC Interview – Joe Wan] Joe Wan interviewed on All About Money by Isabel Wong

Joe Wan, Chief Executive Officer of Tricor in Hong Kong, shared his insights on the latest developments of the Hong Kong IPO market and Greater Bay Area with the leading TV channel Hong Kong International Business Channel’s Isabel Wong, as well as Tricor’s expertise as the leading business expansion specialist in Asia:

On Greater Bay Area:
The Greater Bay Area (GBA) presents a wealth of opportunities for Hong Kong as the world’s prominent IPO market and financial service center whose core values including the rule of law and efficiency of capital markets remain attractive for investments. While interest grows for companies from Hong Kong, Japan and worldwide to expand in the GBA, Tricor is ready to accelerate their business growth with unparalleled talent, one-stop-shop services and the latest technologies with Tricor as the leading business expansion specialist in Asia.

On Hong Kong’s IPO market and HKEX’s updates:
HKEX’s Charles Li is right about relaxing the regulations in the past year and laying down the three key areas in their Strategic Plan 2019-2021: “China Anchored, Globally Connected and Technologically Enabled” – Hong Kong’s regulatory framework has to be flexible enough to be successful and competitive. For Tricor, we do see more globally companies coming into Hong Kong. This helps building up the IPO pipeline, in particular from the biotechnology industry. They are more willing to come to Hong Kong, and that’s where opportunities lie.

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(April 10, 2019) [Hubbis Interview – Lennard Yong] Tricor Rides Asia’s Big Wave of Economic and Corporate Expansion as Asia’s Leading Business Expansion Specialist

Lennard Yong, Group Chief Executive Officer of Tricor Group, headquartered in Hong Kong, met with Hubbis to explain how UK private equity group Permira’s acquisition of Tricor in 2017 has helped refine the firm’s focus in the region as Asia’s Leading Business Expansion Specialist. He reports that Permira and Tricor are working energetically and effectively to boost the range and volume of activity as Asia’s corporations continue their rapid regional and global expansion paths.

“What is unique about Tricor,” Yong observes, “is the opportunity to build Asia’s number one corporate solutions partner. We are closely involved in the global expansion of the Asian corporation, helping them grow around the globe. China is pivotal, as it is expanding into global services far more aggressively than they were before when they were manufacturing economy, where most of their expansion was within South China. Accordingly, today as they move into technology, biotech, financial services, and other areas we are ideally positioned to help China offshore, first into Hong Kong and then across the world.”

To reduce expansion risks and secure on-the-ground knowledge, relationships, and experience through a trusted partner is essential, Yong explains, “Opting to expand your business in Asia may seem low-cost, but rarely is due to the complexity of the region with local regulations and regulatory frameworks that can change with alarming frequency, as well as the obvious language and culture barriers.” A service provider such as Tricor can address these problems for companies, enabling them to focus on their core business growth.

Above: Excerpt from the article. Please refer to this link to view the article in full.

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(April 1, 2019) [HKEJ Interview – Lennard Yong]  Tricor: Plans for a Paperless Securities Regime Drive Growth: Welcomes Regulatory Oversight and Healthy Competition

Lennard Yong, Group CEO of Tricor, believes that the paperless securities regime planned in Hong Kong will drive market transactions and benefit Tricor’s business growth. Given that close to 70% of Hong Kong companies are registered overseas, the challenges to launch a paperless securities regime are unprecedented, as the scope is even more internationalized than the global stock exchanges in London and New York.

Tricor welcomes regulatory oversight and healthy competition, as the role of a share registry to process stock certificates for Tricor requires no less attention and care than banks to safeguard savings. KYC services are expected to introduce later this year to streamline efficiency, but the priority for Tricor’s team right now is to better coordinate with respective parties to bring the paperless securities regime to completion.

As the leading business expansion specialist in Asia, Tricor is expected to have ~15% business growth this year through organic growth and strategic M&As. Having now served over 30,000 clients, including ~1,300 companies publicly listed in Hong Kong, Tricor will further deepen its reach across the ASEAN, including Indonesia and the Philippines, to deliver critical functions and help ambitious companies accelerate their growth in Asia and beyond.

201941)【信報專訪 – 卓佳集團行政總裁楊斌官】卓佳:股票無紙化刺激交投 須與註冊地法律接軌 歡迎監管毋懼競爭

證券無紙化討論多年,市場諮詢將在4月27日完結。卓佳集團行政總裁楊斌官認為,香港上市公司大多數來自海外註冊地,推無紙化須與多國商討法規接軌,因此耗時極長,而無紙化實行後料可增加市場交投,有利其生意。面對金融科技挑戰,楊斌官毋懼競爭,指挑戰者必須準備受嚴格監管,「照顧股票證明書相當於照顧銀行存款,不能輕率」,未來亦不排除收購此類金融科技公司。

卓佳為香港大型公司秘書服務商及股份過戶處,單在香港已有1,300多家上市公司客戶,與另一家龍頭過戶處中央證券,瓜分香港大部分市場。

過戶處角色吃重 將受證監規管

香港市場仍然未全面實行無紙化,最近市場諮詢建議先從新股做起,並不再發行紙本股票,冀逐步推展至全個市場;實行無紙化後,股份過戶處的角色會加重,亦會受證監會規管。

現時股民絕大部分是透過證券行及中央結算系統(CCASS)持有股票,股民只是股份的經濟實益擁有人,中央結算才是股份的法定擁有人;即使股民欲親身出席股東大會投票,亦必須先通知證券行,再以代名人身份出席,手續繁多。楊斌官接受本報專訪時指出,無紙化改革的重點是令股民的經濟及法律所有權匹配,此後申購IPO及持有股份都可純以電子形式進行,手續簡便後相信可帶動成交,「最大的贏家將會是消費者(股民),香港市場會更有效率。」

上市公司近七成海外註冊

楊斌官又為改革過程冗長辯護,「將經濟及法律所有權看齊,這過程並非人們想像般容易」,全因香港上市公司多數在海外註冊,推行無紙化改革,必須與上述的註冊地溝通和確保與當地法律接軌,「香港股市國際化的程度,可能較倫敦或紐約更大,而要實行無紙化的挑戰非凡,其他交易所相信未曾處理過。」根據資料,全港的上市公司中,在香港註冊的只佔30.62%,其餘多數在開曼群島(36.18%)、中國(19.87%)或百慕達(7.4%)註冊。

金融科技崛起之快,令傳統金融機構不得不變陣回應,有股份過戶處推出電子投票等新猷,冀增加股東參與公司事務的興趣。楊斌官豪言毋懼競爭,事關過戶處即將受證監會規管,「我歡迎更嚴格監管,因為照顧股票證明書相當於照顧銀行存款,不能輕率」。他透露,卓佳有與金融科企接觸,最快今年底會把其「認識你的客戶」(KYC)服務納入卓佳系統中,提升效率。不過他強調,現階段的科技工作清單中,最重要仍然是與監管機構合作構思其無紙化服務平台。

Above: Excerpt from the article. Please refer to this link and this link to view the articles in full.

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(March 16, 2019) [SCMP Classified Post Byline Article – Natalia Seng]

Natalia Seng, Vice Chairman of Tricor Hong Kong and Offshore, was featured on Classified Post. She shared her perspective on simultaneously manage her role as a team leader and a working mother.

“Balancing one’s personal and professional responsibilities may not be easy, but with the help of supportive colleagues and family, it’s never impossible. Motherhood has made me who I am today.”

Above: Excerpt from the article. Please refer to this link to view the article in full.

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(March 5, 2019) [Recruit Magazine – Charles Ferguson] Automation sparks an entrepreneur spirit in companies and employees

Charles Ferguson, Tricor’s Group Chief Commercial Officer, was quoted on Recruit. He shared his perspective on how automation unleashes an entrepreneurial spirit across an organization:

“Automation is changing corporate roles and responsibilities, creating new opportunities for professionals to work with greater skill and flexibility. Companies that proactively embrace this change can expect to benefit from more agility and productivity. Accountants who currently spend their time processing payments will instead be able to analyze financial data. HR professionals can design and deliver more training sessions rather than coordinate staffing rotas. By 2022, over 1 in 2 employees around the world will require significant reskilling and upskilling. Analytical thinking, creativity and innovation will become even more valued, reflecting the high potential of most roles. Automation also empowers staff to work in project-specific teams across a variety of functions. With the right tools and outlook, automation can unleash an entrepreneurial spirit across an organization, helping it to provide meaningful careers that deliver great work.”

(March 5, 2019) [Recruit Magazine – Charles Ferguson] 自動化科技激發企業與員工潛能

自動化科技正改變企業角色和責任,為專業團隊製造新機會,以更高技術彈性處理工作。能順應革新的企業,將大大提升生產力和靈活度而得以受惠。根據世界經濟論壇的數據顯示,超過1 / 3受訪企業期待自動化科技能創造更多提升生產力的新職能。例如以自動化處理付款後,會計師將有更多空檔分析財務數據;人力資源亦可騰出編制員工當值日程表的時間,策劃更多員工培訓活動。但隨著角色轉變,人力資源也需要改變。數據顯示到2022年,全球每兩名員工就有一位需要重新學習新技能,分析思維、創意和創新能力將更受重視,這也體現出企業中大部分職位其實極具潛力。自動化科技亦可讓員工變為跨職能的項目團隊成員,靈活組合團隊架構。如工具和策略運用得宜,自動化科技還可激發企業的創業精神,成就更具意義的事業及提升工作水準。

(卓佳集團業務拓展總監Charles Ferguson)

Above: Excerpt from the article. Please refer to this link to view the article in full.

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(March 5, 2019) [AmCham HK Cover Story – Lennard Yong] Battle of the Business Hubs

Lennard Yong, Tricor’s Group CEO, was featured on the cover of AmChamHK, Magazine of The American Chamber of Commerce in Hong Kong. The cover story recounted Lennard’s insights on the panel, The Battle of the Business Hubs in Asia, at the AmCham APCAC Business Summit 2019.

“I look at five attributes when assessing the suitability of any place for business: transportation and infrastructure, environmental regulations, rule of law, government support and talent supply. There are many factors out of a CEO’s control, but human talent is one you can control. Whoever wins the battle for talent in the services sector will determine the eventual winners and losers of hubs.”

Above: Excerpt from the article. Please revisit some of Tricor’s exclusive insights here and read the article here.

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