We understand everyone has unique financial goals, so our experienced Customer Relationship Managers go the extra mile to listen to your individual needs and help you build your wealth management solutions. As a Prestige Signature customer, you can meet our experienced Investment Market Experts who will furnish you with market analyses in person.
Our Investment Market Experts have professional qualifications such as Chartered Financial Analyst (CFA®) and Certified Financial Planner (CFPCM), along with extensive experience derived from their previous roles at international financial institutions. They were also invited to be honored guests of financial news programs and have published articles in newspaper from time to time. Thus they embody a good balance between theory and practice. Regular Market Insight Video is also prepared just for you, please visit dedicated Prestige Signature website to watch the latest video. We are partners you can count on, in your pursuit of your wealth goals.
Head of Investment Advisory
Belle has in-depth knowledge of global financial markets and is responsible for formulating the macro investment market views and asset allocation strategy. She has been leading Hang Seng’s Investment Advisory team to provide client portfolio advices as well as wealth management product solutions. Prior to joining Hang Seng in 2011, she had accumulated years of research experience in investment markets, having served as a regional equities analyst in various global financial institutions and later on taking the Head of Research position at a brokerage house.
Belle’s articles are published regularly by newspapers and magazines such as Capital Weekly, AM730, Wen Wei Po, Jockey Club Magazine and many others. Her insights and expertise are also shared through interviews by various media outlets including TVB and NOW TV.
Senior Investment Markets Manager
Having accumulated years of experience in foreign exchange market analyses, Mark is responsible for the analysis of foreign exchange and gold markets. He gained extensive experience working as a foreign exchange market analyst in the treasury department of a regional bank in Asia, and later served as head of research department in a listed brokerage firm in Hong Kong, where he was responsible for the analysis of foreign exchange and commodity markets.
Regularly interviewed by the media, Mark is also a columnist for several newspapers and financial websites, including Money Times (published by Hong Kong Economic Times), ETNet and Oriental Daily News. He is an occasional guest on financial programs broadcast by TVB, Now TV and Metro Radio.
Senior Investment Advisor
With more than 15 years of experience in the wealth management industry, Ivan is a seasoned professional providing holistic investment solutions to high net worth clients. Prior to joining Hang Seng Bank, he served as regional head of investment product specialists in a Hong Kong listed major bank.
Ivan is well-versed in developing portfolio strategies across various investment asset classes, including stock, bonds, commodities and foreign exchange. In his previous capacity, Ivan provided a daily investment commentary to frontline staff and delivered keynote speeches in client seminars to shine light on market trends and investment strategies. He also worked closely with professional teams from various disciplines to improve the customer experience on an ongoing basis.
Senior Investment Advisor
Andy is a Chartered Financial Analyst (CFA®) and Certified Financial Planner (CFPCM) with in-depth knowledge of financial intricacies and investment markets. He has over 10 years of experience in wealth management with both private bank and retail bank exposure. Prior to joining Hang Seng Bank, in his previous role as a Private Banking Relationship Manager at a private bank, he provided updated market analyses and tailor-made investment solutions to high net worth clients, including Hong Kong listed companies’ CEOs, senior management and directors.
In addition, Andy successively worked as an investment consultant at a Mainland bank and an Asian regional bank, where he accumulated years of experience in establishing market house views, composing commentaries, and communicating diversified investment strategies for both frontline colleagues and clients with extensive exposure to a wide range of asset classes.