Our Team

Mr. Fung is a seasoned investment advisor with over 18 years of experience in the asset management industry. He previously served as Senior Vice President and Senior Investment Advisor at Hang Seng Private Banking, where he was responsible for formulating wealth management strategies and objectives for high-net-worth clients. His expertise includes designing unique, tailor-made multi-asset solutions for individual and family clients.

Prior to this, Mr. Fung provided wealth management services at Citibank (U.S.) and DBS Bank, gaining extensive experience in equities, bonds, and mutual funds.

He holds a degree in Finance from The Hong Kong Polytechnic University and is a Certified Financial Planner (CFP) accredited by the Institute of Financial Planners of Hong Kong. In addition, he is a Certified Private Wealth Professional (CPWP), demonstrating his commitment to professional excellence in private wealth management.