Tailor-Made Professional Planning
Bringing together top industry talents, we provide dedicated support of diversified products and financing solutions for high-net-worth clients, helping them grow, preserve and pass on their wealth.
Virtual Assets / RWA
Securities, Futures, Foreign Exchange
Insurance Planning & New Capital Investment Entrants Scheme (New CIES) Services
Securities Financing
Bonds & Structured Products
Private Equity Investment Products
Funds
Credit & Financing Services
Insurance
Achieve dual goals of asset appreciation and residency planning through insurance products and investment-linked life insurance policies

Professional Team

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Philip Wong

Head of Wealth Management Department
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Stanley Ng

Head of Institutional Sales Department
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Johnson Lau

Deputy Head of Business Development
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Ryan Chan

Deputy Head of Wealth Management Department
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Leo Song

Deputy Head of Wealth Management
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Jarrod Wong

Senior Vice President
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Judy Cheung

Vice President
Latest News
Year

2026

2025