Carson Wong Email & Phone Number

香港特別行政區

現職於京基金融國際（控股）有限公司 (1468.HK)之私人家族辦公室, 透過一系列不同的保險服務、證券及基金交易、資產管理、物業投資及按揭轉介、信託及企業融資服務等多元化的專業服務為客人及家族企業提供全方位財富管理、資產管理及家族事務服務Working in Private Family office of Kingkey Financial International (Holdings) Limited (1468.HK). By creating unique wealth management solutions and develop multi-generational wealth and asset management ,including insurance products and services, fund management, alternative financial planning, and other value-added family affairs services, in order to create customized, lifelong and trustworthy succession planning service for both clients and their family enterprise.

發展共享平台一直以來都是我們的工作夢想，因為我們相信在現今的商業社會再不能夠獨善其生，共享才有機會共贏。匯賢環球主力發展醫療美容健康管理平台，致力推動共享理念，與不同範疇的企業共結成策略聯盟。

Hong Kong

離岸理財 優勢盡顯尊貴相傳 量身定造財富傳承是家族延續重要的一環, 成功的財富傳承, 可以激勵子孫向上, 造福後代, 從而確保家族永續成長,基業常青。京華山一財富管理為高資產客戶提供個人獨有的財富傳承計劃, 除致力於客戶資料的保障及增長,更協助客戶傳承財富給後代子孫的過程中, 可以輕鬆自在, 悠閒面對。 讓我們的客戶盡享豐盛生命, 尊貴榮耀。Core Pacific - Yamaichi is an investment banking specialist with deep roots in the Greater China region. Since its inception it has focused on providing a broad range of financial services to the region, including securities and futures brokerage, bonds trading, wealth management, corporate finance, underwriting and placement, financial advisory , and other investment-related professional services.To assist clients combined with your entrepreneurial spirit allows you to work with them to provide ultimate services;To provide professional financial analysis & comprehensive planning strategies to wealthiest clients including risk management and retirement solutions;To analyze investment opportunities & client needs with recommend tailored financial solution/services to clients pre their needs;To market our selected funds, medical protection schemes and investment plan to individual or corporate clients;To develop and maintain close relationship with clients and review their financial portfolios periodically

(Venhouse is one of the Independence financial planning films in Hong Kong)~ Responsible for clients need, provide the suitable financial planning models with independent, fair and objective analysis for client’s background, financial strength, needs, investment objectives and degree of tolerance of risk, in order to satisfy our client’s long term, mid-term and short-term economic objectives.~ Knowledgably on market Premium Financing, Portfolio Bond, Trust, Insurance plans (e.g. Personal Insurance, Commercial Insurance and Employee Benefit), investment linked insurance plans (e.g. assets by regular or lump sum investment in funds, both local and offshore) and mandatory provident fund scheme.