We provide professional analysis of our clients’ assets, income and liabilities in accordance with their individual requirement and family background. After a thorough understanding of your financial needs, Wing On will supply you with sustainable, comprehensive and practical suggestions.

Asset Management ranges from the following services:

Balancing and budgeting of Individual (or family) income and expense

Integrated management of individual liability, saving, insurance, investment, taxation, retirement and inheritance.

What is asset management? Why it’s distinguished with financial planning?

Asset management is based on three major elements:

1)      Your current assets.

2)      Your past, present and future financial income and expense.

3)      Your short-term and long-term financial objectives.

Since each and every component is coordinated and correlated, planning and tradeoff are of great significance. Reciprocally, financial planning can be regarded as mid or short-term investment or allocation of your capital, which is of less correlation with your past financial records and your future financial needs.

 

Christina W.S. Cheng has spent over 14 years working with and for financial institutions and corporations. Started off her career with Central Equity and has extensive working relationships with developers and major Private Banks. She moved into financial services industry in year 2000. Held various sales and marketing positions at major financial institutions in Sydney and Hong Kong, including Citibank, ICICI Bank, Resolution Asset Management and LGT, and has extensive working relationships with private investors and fund managers in Asia and Europe. Christina earned her Bachelor and MBA degree at Monash University and AGSM in Australia respectively.
Christina holds SFC licenses in dealing and advising securities and asset management.

Mission :
To deliver high-end services customized to meet clients’ needs, and to produce added value and satisfaction to individual investors.

Business Overview :