Phoenician’s leadership team is comprised of seasoned professionals and leaders in the financial industry with a proven track record of creating value.
Our team is focused on recruiting talented professionals and team leaders with significant experience in their respective fields on an ongoing basis. The mission is to strengthen the firm’s functions, and in particular build diversification and foster a competitive culture to enhance our abilities to perform and meet our clients’ financial objectives.
Through crafting and executing innovative growth strategies, our leadership team drives the performance of the firm and delivers exceptional results for clients.
Having held various senior positions at financial services firms in the world’s major financial hubs, our management team members grant the firm access to a worldwide network of contacts and best practices.
As a highly specialized and successful investment firm, Phoenician is able to offer the best customised investment solutions across asset classes for the benefits of our client network, and ultimately, our shareholders and our employees.
Marco Arosti (Chief Executive Officer)
Mr Arosti, Chief Executive Officer, has more than 20 years of international banking experience.
Mr Arosti joined Phoenician in 2016, in charge of investment banking advisory implementing the Company’s founder strategic vision and growth plans and overall oversight of the Company’s Hong Kong regulated activities.
Prior to joining Phoenician, Mr Arosti was managing director at Daiwa Capital Markets in Hong Kong, leading the firm in delivering investment banking solutions and executing equity investments across the Asia Pacific region, with special focus on metals and mining and advanced manufacturing.
Prior to joining Daiwa, Mr Arosti held senior roles at Morgan Stanley in London and Hong Kong, where he led Morgan Stanley’s General Industries franchise.
Mr Arosti has also previously held various positions at JP Morgan in London, where he worked on over 20 investment banking transactions across continental Europe and the United Kingdom.
Mr Arosti holds an MBA from London Business School and a B.A. Economics from the University of Ancona (cum laude).
He is a member of the Institute of Chartered Accountant in England and Wales and holds a Responsible Officer licence granted by the Hong Kong Securities and Futures Commission in relation to dealing in securities, advising on securities, advising on corporate finance and asset management.
Kwan Chan (Executive Chair)
Mr Chan, Executive Director of Phoenician, has more than 15 years of experience in the financial service industry.
Mr Chan joined Phoenician in 2012 as the Finance Director, and since his appointment has taken charge of the Group treasury operations and has led all the financial reporting activities. In 2020, Mr Chan was promoted to the role of Executive Director, in charge of implementing the Company’s founder strategic vision and growth plans, handling relationship with Shareholders and overall business leadership across the business units. Under the leadership of Mr Chan, the Company has substantially developed its private equity investment business.
Prior to joining Phoenician, Mr Chan was a Senior Accountant at North China Shipping Holdings, where he was responsible for the group finance and accounting function. Mr Chan started his career at Intertrust HK Ltd as a consultant in their Corporate Client Services.
Mr Chan holds a Bachelor of Business Administration (Finance) degree from City University of Hong Kong.
Yiu Man Lo (Independent Non-Executive Director)
Mr Lo, Non-Executive Director of Phoenician, has more than 20 years of experience in the financial service industry.
Up to November 2021, Mr Lo was the Senior Finance Manager at uSmart Securities Limited, a large retail focused securities firm in Hong Kong.
Previously Mr Lo held various senior positions at various financial services firms in Hong Kong, including CMBC Capital Holding Limited, Core Pacific Yamaichi International, China Securities (International) Finance Holdings, Bank of China International, Standard Chartered Bank and East Asia (Securities) Company, a subsidiary of Bank of East Asia.
Mr Lo holds a Bachelor of Science (Honours) in Applied Mathematics from the Hong Kong Polytechnic University, a Master of Science in Mathematics for Finance and Actuarial Sciences from the City University of Hong Kong and a Master in Corporate Governance from the Hong Kong Polytechnic University and is a Qualified CPA in Australia.
James Stephen Barrie (Independent Non-Executive Director and Company Secretary)
Mr Barrie, Non-Executive Director and Company Secretary of Phoenician, has more than 20 years of professional experience in a wide range of executive and board roles across multiple industries.
Mr Barrie is currently a Non-Executive Director and Company Secretary for A2A GN Ltd (NSX:A2A) and West Coast Aquaculture Group Limited (SSX:833), the Company Secretary for TTA Holdings Ltd (ASX:TTA), Boadicea Resources Ltd (ASX:BOA) and Jupiter Energy Ltd (ASX:JPR), along with being a director and/or Company Secretary for several unlisted companies.
Mr Barrie is also the founder of Fernville Group, which provides professional advisory services to pre-IPO and small-cap listed companies seeking to list on Australian exchanges.
Mr Barrie is a graduate of the Australian Institute of Company Directors, and holds a Bachelor of Business from the Queensland University of Technology and a Diploma of Investor Relations from the Australian Investor Relations Association.
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