Our Services

The Institute offers innovative services and transformative programs. 

All are highly customisable to achieve your unique goals for success.

Global-China Cross-Border Growth Strategy

Global – China Cross-Border Growth Strategy

Joy empowers global companies to navigate China’s complex markets and Chinese firms to thrive internationally. 

With 18 years of hands-on experience building Greater China businesses for top-tier global financial institutions, Joy has deep expertise in Chinese business practices and global standards.

She provides pragmatic solutions grounded in local realities and global expectations. Leading firms such as Goldman Sachs, PIMCO, and Brookfield trust and test Joy’s expertise. Joy offers the shortcut to unlocking opportunities, mitigating risks, and building sustainable success.

How can Joy help: 

1. Global Companies Entering China

  • Market entry strategy. Optimise pathways and vehicle options. 
  • Navigate the changing regulatory environment with clarity and flexibility. 
  • Localisation of products, sales strategy, client services, and operational practices to ensure success. 
  • Building networks with key stakeholders across governments, regulators, distributors, clients, service providers, and industry peers. 
  • Cultural insights to avoid missteps and align with Chinese clients’ demands.

2. Chinese Firms Going Global

  • International market strategy and brand positioning 
  • Product innovation strategy catering to global clients’ need.
  • Navigating cross-border regulations, compliance, and corporate governance divergences.
  • Upholding global standards and implementing international business practices while demonstrating the competitive advantage of Chinese firms.
  • Bridging cultural gaps to build trust with global clients and partners. 

3. Leveraging Hong Kong’s Unique Position

  • Harnessing Hong Kong’s hybrid expertise for seamless cross-border operations. 
  • Access to APAC’s largest Chinese and international client pool for fundraising success.
  • Access to the international financial market, legal frameworks, global best practices, and professional talent pool. 
  • Strategic hub for regional expansion and risk diversification. 

Let’s Build Your Cross-Border Success Story. Whether you are planting roots in China or taking Chinese innovation worldwide, Joy turns complexity into clarity and ambition into achievement. 

Business Consulting

Business Development Advisory

Accelerate your success by leveraging Joy’s 18 years of experience building multi-billion dollar businesses from the ground up, spanning investment management, wealth management, and institutional client businesses. 

Joy can help you simplify complex situations and navigate uncertainty with clarity, guaranteeing you enhanced commercial results and significant business momentum. With her fresh, honest, and transparent perspective, you will gain clarity about your business and organisation.

Additionally, Joy is a visionary with a proven track record of turning aspirations into reality. She can help you identify opportunities and possibilities that lie ahead, pushing you and your business to new heights.

Joy provides consulting services in the following areas: 

  • New Market Entry Strategy
  • Fundraising, Sales & Business Development Strategy
  • Product Innovation & Localisation
  • Marketing & Branding Building Strategy
  • Complex Project Management, cross-jurisdiction, function, timezone, cultural, and market practices
  • Business & Financial Planning
  • Office Establishment & Team Building Strategy
  • People Management & Corporate Governance Oversight 
  • Business Transformation & Change Management Strategy
Sales Training

Sales Training & Financial Education

Supercharge your sales KPI by leveraging Joy’s 18 years of sales expertise of billion-dollar wins. Joy places great importance on excelling in essential professional skills. As a recognized sales leader, Joy has the ability to motivate your sales team to reach higher performance standards and elevate their achievements by inspiring a culture of success and ambition. 

The focus is on nurturing future sales leaders by developing soft and technical skills to increase the sophistication of your sales team. Additionally, the goal is to build your brand into a prestigious name and inspire better fundraising outcomes.

Joy provides sales training and investor education in the following areas:

  • The Art of Storytelling
  • Intuitive Sales Skills
  • Trust Building
  • Effective Meeting Management
  • Stakeholder Management and Resources Mobilisation 
  • Advanced Public Speaking Skills
  • Negotiation and Deal Closing Techniques
  • Financial Literacy Training
  • Investment Education Workshops
  • Macroeconomic and Asset Class Outlook
Visionary Leadership

Leadership Mastery

In a world of constant disruption and complexity, the need for transformative leaders has never been greater. Leaders who can navigate uncertainty with clarity, unite diverse teams with trust, and turn challenges into opportunities for innovation. True leaders are not born; they are forged through intentional practice, self-awareness, and the courage to inspire others to rise.

This program is designed to unlock the leader within you. Whether you are guiding a team, an organization, or your own life’s mission, Leadership Mastery will equip you with timeless principles and actionable strategies to:

  • Cultivate a Visionary Mindset that sees beyond the horizon.
  • Lead with Heart Intelligence to connect, communicate, and inspire authentically.
  • Build Resilience to thrive amid adversity and lead with unwavering integrity.
  • Foster Innovation by empowering others to unlock their full potential.
  • Master Cross-Functional Leadership to create resilient organisations to accelerate problem-solving, dismantle barriers, resolve conflicts, and drive solutions that no single department can achieve alone.

The world needs your voice, courage, and unique talent to shape the future. Are you ready to step into your greatness and take the quantum leaps?