Global CEO Excellence Awards 2020

40 CEO MONTHLY / GLOBAL CEO EXCELLENCE AWARDS 2020 , BestWealthManagement CEO (Hong Kong): Ann Cooley Ann Cooley, CEO and Chief Investment Strategist has been using multi-strategy, multi-manager portfolios for families for more than ten years. As part of her leadership role with Pacific Hawk, Ann has not only been responsible for exceptionally high levels of brilliant wealth management services, but also national firsts for Hong Kong. In addition to the firm’s regular services of asset management, private equity, and financial solutions, Ann has also launched the Pacific Hawk Global OFC, the first open-ended fund company (OFC) in Hong Kong. An OFC is supervised by the SFC, and is more cost-effective and transparent than other offshore fund structures. Open-ended funds fill a big gap in the range of investment options in Hong Kong, and Pacific Hawk will create new opportunities for fund management professionals, independent directors, and for other legal and professional services. Statistically, upwards of 70% of wealthy families lose their wealth by the second generation, and the third generation will see 90% of the wealth disappear completely. To Ann and her entire team at Pacific Hawk, those numbers are staggeringly high, especially when it has taken a lifetime of hard work and sacrifice for clients to have accumulated it. That is why Ann and the firm have together built a reputation for Pacific Hawk to be a trusted advisor that continually outperforms other investment platforms by offering investment advice that is confidential, reliable, and trustworthy. For Ann, that is the result of years of experience working within global finance and investments. Her journey began with JP Morgan and Nat West Bank in London and New York. Refining her knowledge, Ann then went on to become the MD of Global Money Placement Ltd. in London, a venture capital/private equity company for European families specializing in environmental projects. With that background, when the world was watching the Hong Kong 1997 Handover, Ann moved from London to start Pacific Hawk because she believed that Hong Kong and China would become a major global financial centre. That vision has since served her well, as success has come in droves. Ann’s past experiences dealing with families in New York, Europe, Hong Kong, and China have all been beneficial to understanding the requirements needed to handle complex matters, and to mediate the issues that might arise. Equipped with extensive knowledge and insightful experiences from all over the world, Ann has refined her leadership style to get the most out of her workforce at every opportunity. In her offices at Pacific Hawk, Ann constantly encourages growth and learning related to the understanding of new market products, regulatory nuances, and other information that is necessary to better serve the clients in making more informed investment decisions. It is not all about business, however. As a leader, Ann also understands the need for her team to be self- sufficient. That includes personal growth and development that will allow them to be more present, and relate better to handling the stresses of their position with a better balance between work and life. For Ann, encouraging personal development in this way creates a strong team that is ready to handle the pressures of the office. For all the success that Ann has achieved in her role as CEO of Pacific Hawk, there have also been challenging times. Launching the OFC in Hong Kong proved to be difficult, as one might expect when starting the first of anything. Crucially, Ann had to find the right partners for legal, banking, and board levels, whilst fulfilling all the necessary paperwork for the SFC. It might have made the process more challenging, but also more rewarding. Pacific Hawk did it incredibly well, and it has already proved to be a huge benefit for clients. Ann has always acted with passion. Her entire career has come from a place where she knew she could make a difference, and then set about doing just that, in an impassioned manner. That does not look set to change, and the success for Ann and Pacific Hawk is surely going to grow from strength to strength. Company: Pacific Hawk (HK) Limited Contact: Ann Cooley JD, CFP, CEO Website: www.pacifichawk.com Jun20323 Theconcept of qualityand integrity is at thecoreofwhatPacificHawk (HK) Ltd. stands for, as the firmhas always sought toskilfullysupport client visions for their familygoals andcompanyneeds througheffectivewealthmanagement. Since 1997, thefirmhas actedas aconfidential and trusted partner that assists clients inidentifyingandcreatingstrategic investment solutions for theirdiverse family lifestyles and futuregenerations.WithexperiencedwealthmanagerAnnCooley intheroleof CEO, thefirm’s futureandsubsequent success is surelyassured.Wefindouthow.