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 create and manage trusts that supports them in live a fulfilling life that benefits not only 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 affordable living trust services, charity trust services and stewardship 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 a trust that aligns with their values 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 a trust is more than just a legal document - it’s a way 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

MEET THE TEAM

ACF Senior Management Team

Jimmy Pun

| Chief Executive Officer

Jimmy joined the Seventh-day Adventist Church in 2019 to prepare for the launch of the planned giving and trustee services institution in Hong Kong. He was appointed the Chief Executive Officer of Adventist Charitable Foundation Limited in 2021 after the company was incorporated.

Prior to this project, Jimmy worked for a number of Family Offices in Hong Kong in the capacity of CEO or Finance Director for 12 years. His primary role was to manage private trust companies; set up and administer family trusts and charitable foundations for these families. He also handled finance and accounting, investment execution and oversight of trust assets investment for these families.

Previously, Jimmy was a Senior Vice President with HSBC’s trustee in Hong Kong from 2001 to 2008, responsible for providing trustee services to corporate and pension clients.

Before HSBC, Jimmy held senior executive positions with the Hospital Authority, and multi-national corporations in Hong Kong and the UK, responsible for trusteeship of pension funds and financial management.

Kelvin Lee

| Chief Marketing Officer

Kelvin joined Adventist Charitable Foundation Limited in early 2023 as Director of Sales & Marketing leading the sales and marketing team.

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 Advisor

Elvin joined ACF as a Senior Advisor in June 2023. Elvin brings with him some 27 years of experience in the financial services industry and is the founder and CEO of Goji Consulting.

Before founding Goji Consulting in 2016, he was with ICBC Credit Suisse Asset Management (International) leading the global business development. Prior to that, he was a Managing Director at Allianz Global Investors and held other 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, and the Board of YF Life Trustees Limited. He also 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)
  • John Zhang (Executive Secretary, Chinese Union)
  • Steve Rose (Treasurer, Chinese Union)
  • George Lee (Treasurer, Hong Kong-Macao Conference)
Dr King Au
(Executive Director, Financial Services Development Council)
Kenneth Ng
(Retired-Head of Legal, HSBC Asia-Pacific;
INED: Ping An Insurance Group; HSBC Australia; Hang Seng Bank)
Andy Cen
(Adventist Hospital CFO)
Roberto Fuste
(Adventist Hospital Board Member)
Enlin Jiang
(Citibank Legal Counsel)
Jimmy Pun
(CEO)
IN COLLABORATION WITH