Dr. Barkis Ip
Advisor @ Hong Kong Life Insurance Limited
About
Barkis is a seasoned executive with over 30 years of senior management and consulting experience across Finance & Accounting, Sales Management, Risk & Compliance, and Mergers & Acquisitions. He began his career as Financial Controller/CFO of an insurance company—now CTF Life—in Hong Kong, before transitioning into sales leadership at AIA Australia, where he led agency teams delivering insurance and financial planning solutions to households and family businesses in the Sydney market. He has since held prominent regional leadership roles, including Vice President of Regional Compliance at AIA & Affiliates, Regional Director & Head of Operational Risk Management at AIG Asia, Senior Director in Risk Management at HSBC Private Bank, and Regional Chief Compliance Officer for Sun Life Financial Asia and MetLife Asia Pacific. In these roles, Barkis directed compliance and risk teams across 15 Asian markets, overseeing more than 200 associates. His consulting engagements have included partnerships with Kinetic Partners (now Duff & Phelps), CSC, and GLG, advising clients such as ICBCI, MFS, and Sunlife Everbright. He has also guided SMEs through M&A processes under the BCMS framework, spanning industries from HR services and OEM manufacturing to healthcare, IT, and environmental protection. Prior to stepping down from the corporate functional role, Barkis has served as Chief Risk Officer at Hong Kong Life for 9 years and is now transitioning to a role as an Advisor. Barkis holds a Bachelor of Commerce from Canada, a Master of Science in e-Commerce (with distinction) from Hong Kong, and an Honorary Doctorate Degree of Philosophy in Risk Management from Kennedy University France. He is a CPA, Chartered Company Secretary, Chartered Governance Professional and Certified Management Consultant, and a Fellow of the Hong Kong Institute of Certified Public Accountants.
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Hong Kong SAR
Insurance
Fraud Prevention & Investigation, IT Security & Control, Financial Planning & Advisory, E-strategy on Social Media, Ethics Awareness & Communication, Social Responsibility & Sustainability Practices, Management Consulting & Change, Corporate Governance, Company Secretarial, Operational Risk Management, Authentic Leadership, Data Mining, Professional Mentorship, Sales Practices Training, Financial Management, Code of Conduct Compliance, Complaints Management, Sox Compliance, Compliance Audits, Crisis & Incident Management
Experience

Chief Risk Officer
Hong Kong SAR
Background Established in 2001, Hong Kong Life Insurance Limited ("Hong Kong Life") was founded by five local financial institutions including Asia Insurance Company Limited, Chong Hing Bank Limited, CMB Wing Lung Bank Limited, OCBC Wing Hang Bank Limited and Shanghai Commercial Bank Limited with network of around 150 distribution points comprising Chong Hing Bank, CMB Wing Lung Bank, OCBC Wing Hang and Shanghai Commercial Bank. Role As the senior management leader in leading risk management team, overseeing legal & company secretarial matters and being authorised as the Key Person in Risk Management Function with the Insurance Authority and Company Secretary with the Companies Registry.

Managing Director, Hong Kong
BCMS ( H.K.) Limited
Hong Kong
The Group is the World's Leading Sell-side M & A Advisor. Hong Kong Office: -Provided M & A advisory for SMEs in Hong Kong & Macau and clients from China. -Supported by dedicated teams for project management, negotiation, research, buyer contact, business / financial analysis and documentation ( UK, China & Hong Kong) Website: www.bcms.com
Education
Dr. Barkis Ip's Contact Information
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