MEET THE TEAM
ACF Senior Management Team
About us
COMPANY OVERVIEW
Adventist Charitable Foundation Limited (ACF) is a licensed not-for-profit trustee company registered in Hong Kong.
Welcome to Adventist Charitable Foundation (“ACF”), where we specialize in helping our clients with estate planning, including creating and managing trusts and marking their wills. Our goal is to support them benefit not only to themselves and loved ones, but also the charities they care about.
ACF is a licensed not-for-profit trustee company registered in Hong Kong. We offer professional and affordable estate planning services, including living trusts, family trusts, charity trusts and will services. As trustees, we understand the importance of this role and the impact it can have on the lives of those we serve. We take this responsibility seriously and make it our mission to guide our clients every step of the way, from creating trusts and making wills in accordance with their instructions that aligns with their to ensuring that the beneficiaries receive the support they need to live fulfilling lives.
We work together with our affiliated institutions: Hong Kong Adventist Hospitals (Stubbs Road and Tsuen Wan) and Ventria Residence which is a premium retirement community In Hong Kong. ACF is a member of the Adventist Church and is wholly-owned by the Chinese Union Mission of Seventh-day Adventists Limited (CHUM).
We believe that trusts and wills are more than just legal documents; they are a pathways to achieve ‘Active Ageing’ and Planned Giving to make the world a better place.
VISION
To be the leading faith-based provider of trustee services for better stewardship and planned giving.
MISSION
As a caring not-for-profit trustee company, we proactively support our clients to live a fulfilling life that will leave a legacy for both family and charities of choice.
CORE VALUES
Integrity · Excellence · Empathy
Jimmy Pun
| Chief Executive OfficerJimmy is the Chief Executive Officer of Adventist Charitable Foundation Limited. He leads the company’s trust services and planned giving initiatives, leveraging his strong background in legacy planning and philanthropic structures to help families establish private trusts and charitable vehicles.
Prior to this role, Jimmy held senior position at HSBC trustee, servering as Head of Trust at Corporate Banking, and later served as CEO and CFO of several family offices. He has extensive experience managing private trust companies, foundations, and investment portfolios, with a focus on services and values-driven fiduciary planning.
Widely respected in Hong Kong’s trust and estate planning community, Jimmy was honored with the “Wealth & Finance” Champion 2025 Award by the Golden Age Foundation in recognition of his contributions to the community.
Kelvin Lee
| Senior AdvisorKelvin joined Adventist Charitable Foundation Limited in early 2023.
Kelvin has over 25 years of solid experience in client serving, of which, over 18 years for institutional clients in the fund management industry. He was the Head of Institutional Business of Schroders Hong Kong, responsible for the overall institutional business for Hong Kong, Macau and the Philippines since 2007.
Prior to joining Schroders, Kelvin was responsible for the North Asian institutional business at Legg Mason International Equities and was leading the Hong Kong Institutional Sales and Client Servicing Team at RCM, a company of Allianz Global Investors.
Kelvin holds a Master of Science degree in Global Business from the Chinese University of Hong Kong, and a Bachelor of Science degree in Management Science from Simon Fraser University of Vancouver, Canada.
Elvin Yu
| Senior AdvisorElvin joined ACF as a Senior Advisor in June 2023. Elvin brings with him over 30 years of experience in the financial services industry and is the founder and CEO of Goji Consulting.
Before founding Goji Consulting in 2016, Elvin led global business development at ICBC Credit Suisse Asset Management (International). Prior to that, he was a Managing Director at Allianz Global Investors and held senior leadership roles at Baring Asset Management and AXA Rosenberg Investment Management.
Besides his Senior Advisor appointment at ACF, Elvin currently also serves on the Board of Sun Life Pension Trustee Limited, the Board of YF Life Trustees Limited, and the member of Shatin Hospital - Hospital Governing Committee. He previously served on the Investment Committee of the West Kowloon Cultural District Authority from 2015 to 2020, and the Disciplinary Panel of the Hong Kong Institute of Certified Public Accountants from 2016 to 2022.
Elvin holds Bachelor and Master degrees in economics from the University of British Columbia in Canada.
ACF Board Members
Adventist Church HK Senior Executives:
- Daniel Jiao (Chairman)
- James Tham (Executive Secretary, Chinese Union)
- Steve Rose (Treasurer, Chinese Union)
- Philip Wong (Treasurer, Hong Kong-Macao Conference)
- George Lee (Senior Church Member)
Dr King Au
(Executive Director, Financial Services Development Council)
(Executive Director, Financial Services Development Council)
Kenneth Ng
(Retired-Head of Legal, HSBC Asia-Pacific)
(Retired-Head of Legal, HSBC Asia-Pacific)
Andy Cen
(Adventist Hospital COO)
(Adventist Hospital COO)
Roberto Fuste
(Adventist Hospital Board Member)
(Adventist Hospital Board Member)
Enlin Jiang
(Citibank Legal Counsel)
(Citibank Legal Counsel)
Jimmy Pun
(CEO)
(CEO)
IN COLLABORATION WITH
