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Team of Experts
Brings you prestigious wealth management experience

              

Our Investment Market Experts put you first and foremost

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.

Contact your Relationship Manager today to make an appointment with our Investment Market Experts.

    

  • Belle Liang

    Belle Liang

    Head of Investment Advisory

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  • Mark Wan

    Mark Wan

    Senior Investment Markets Manager

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  • Ivan Cheung

    Ivan Cheung

    Senior Investment Advisor

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  • Andy Ng

    Andy Ng

    Senior Investment Advisor

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  • BelleLiang_photo

    Belle Liang

    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.

    MarkWan_photo

    Mark Wan

    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.

    IvanCheung_photo

    Ivan Cheung

    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.

    AndyNg_photo

    Andy Ng

    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.

  • Cheryl Ho

    Cheryl Ho

    Senior Investment Advisor

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  • Yori Lam

    Yori Lam

    Senior Investment Advisor

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  • Raymond Au

    Raymond Au

    Senior Investment Advisor

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  • Billy Lee

    Billy Lee

    Senior Investment Advisor

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  • CherylHo_photo

    Cheryl Ho

    Senior Investment Advisor

    Cheryl, with around 10 years of experience in the financial and wealth management realm, has extensive exposure to investment products and market knowledge and is well-versed in crafting wealth management strategies across various asset classes. Prior to joining Hang Seng Bank in 2014, she worked as a senior private bank investment consultant in a number of financial institutions, offering advice and recommendations within the scope of discretionary asset management, family wealth planning and personal wealth management for clients.

    Armed with years of experience in market analysis and global equity research, Cheryl is currently engaged in providing global investment market analysis and formulating portfolio management for clients.

    YoriLam_photo

    Yori Lam

    Senior Investment Advisor

    Yori is a Chartered Financial Analyst (CFA®) and has worked in the financial industry for around 10 years. Prior to joining Hang Seng Bank, he started his wealth management career in a US bank, advising high net worth clients on high yield bonds, investment funds, foreign exchange and structured products, complemented with tailored financing solutions in order to meet each individual client’s risk and return appetite.

    Yori further advanced his career to a leading local brokerage’s wealth management team as an investment research professional, focusing on global market research and market commentaries. He also met with professional investors for portfolio construction advice. He was also involved in formulating house views and speaking in external investment seminars.

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    Raymond Au

    Senior Investment Advisor

    Raymond has accumulated around 10 years of professional experience in the wealth management sector, with profound product and market knowledge, as well as extensive exposure to a wide range of asset classes. Prior to joining Hang Seng Bank, he worked successively in local and foreign financial institutions as a dealer and investment advisor in fixed income, equity and derivative products. He is well versed at different investment tools.

    Currently, Raymond is responsible for analyzing global bonds and interest rate markets and providing the relevant investment and asset allocation strategies to high net worth clients.

    BillyLee_photo

    Billy Lee

    Senior Investment Advisor

    Billy has worked in Hang Seng Bank for more than 5 years, providing internal investment strategies and investment portfolio allocation. Billy prioritizes macro factors such as the global economic trends, the effects of geopolitics, central banks and the economic environment in his analyses. Following that, he delves into detailed analysis of individual markets in the different regions across various industries. He places utmost importance on in-depth and thorough market analyses in order to produce investment portfolios that cater to each clients’ individual needs.

    Billy is a Chartered Financial Analyst (CFA®). He has served in both foreign and regional banks in Asia, garnering more than 10 years’ experience in securities, bonds and funds-related investment products. He has ample experience in writing market commentary that provide clients with succinct and timely market analyses.

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