Mr. Ray Wong

Associate Trust Relationship Director

Licensed Cross-Border Wealth Management Services:
Leveraging multiple Hong Kong securities, futures, and insurance licences, well versed in establishing bridges for clients connecting Chinese Mainland with Hong Kong and international markets, delivering one-stop execution services encompassing asset allocation, risk hedging, and legal compliance.

Corporate Finance and Family Business Governance Advisory:
Adept at formulating pragmatic financial strategies through precise corporate financial analysis. Using tools such as trusts and holding companies, devoted to designing and implementing risk isolation, tax optimisation, and governance solutions for family and corporate assets of business owner clients.

Virtual Assets and Web3.0 Compliance Planning:
With participation in Hong Kong’s compliant stablecoin issuance projects, possesses mature experience in integrating virtual assets like cryptocurrencies into trust structures legally, thus enabling clients to securely allocate emerging assets in the Web3.0 era.

With more than 20 years of extensive experience in operation and management of the banking sectors in Chinese Mainland and Hong Kong, served as Branch Manager of a state-owned commercial bank in Chinese Mainland, and had deepened expertise within the private banking division of a renowned commercial bank in Hong Kong. Additionally, leveraging profound understanding of financial regulatory environments and market dynamics in both jurisdictions, has delivered tailored global asset allocation and wealth inheritance solutions to hundreds of ultra-high-net-worth (UHNW) clients.

With many years of practical experience in corporate financing, considering owners’ perspectives, excels in aligning corporate investment and financing requirements with personal wealth objectives, thereby achieving effective integration and holistic planning of “family” and “corporate” assets.