We understand everyone has unique financial goals, so our experienced Customer Relationship Managers go the extra mile to understand your individual needs and help you build wealth management solutions. In addition, we have professional Investment Advisors, some of whom are Chartered Financial Analyst (CFA®) charterholders and / or Certified Financial Planner (CFPCM) certificants, and previously acted in different roles at international financial institutions. They are often invited to be appear as honored guests on financial news programs and have published articles in newspaper from time to time. Thus they embody both investment theories and practical applications. Market Insight Video is also prepared from time to time, please visit dedicated Prestige Signature website to watch the latest video. We are partners you can count on, in pursuit of your wealth goals.
Head of Investment Advisory
Belle has been with Hang Seng Bank as Head of Investment Advisory and Executive Director of Hang Seng Investment Services since 2011. She is currently leading both investment product specialist team and client portfolio advisory team to serve the Bank's high net worth clients as well as corporate clients. Prior to joining Hang Seng, she had accumulated years of experience in global markets and Hong Kong equities, as a research analyst and equity strategist for various financial institutions.
Belle receives interviews by TVB, NOW TV and Hong Kong Economic Times frequently, and publishes investment market articles in newspapers and financial magazines regularly, including AM730, Wen Wei Po, Capital Weekly, and Jockey Club magazine etc.
Chief Market Strategist
Mark possesses many years of experiences in foreign exchange, gold and commodities markets analysis. He previously worked as a foreign exchange market analyst in the treasury department of an Asian regional bank, 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.
In addition to being regularly interviewed by the media, Mark is also a columnist for several newspapers and financial websites, including 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.
Chief Client Advisor
With more than 15 years of experience in the wealth management industry, Ivan is a seasoned professional providing holistic investment strategies and 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 strategically constructing portfolio 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 presentations on market trends and investment strategies. He also worked closely with professional teams from various disciplines to enhance customer experiences.
Senior Investment Advisor
Andy is a Chartered Financial Analyst (CFA®) charterholder and a Certified Financial Planner (CFPCM) certificant with in-depth knowledge of financial intricacies and investment markets. He has over 10 years of experience in wealth management at both private and retail banks. Prior to joining Hang Seng 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 at a Japanese owned private bank.
In addition, Andy worked as an investment consultant at a Chinese owned bank and an Asian regional bank, responsible for market research and composing market commentaries. He also delivered investment strategies to both the frontline colleagues and clients. He is knowledgeable in a variety of asset classes.
Senior Investment Advisor
Read more >