About Us

Dedicated Global Offering for Independent Wealth and Asset Manager, we support you through life’s adventures and provide the right solutions for every step of the way

Overview​

  • Avenue, its affiliates are licensed with the Hong Kong Securities and Futures Commission (SFC); this represents the highest standards of quality and expertise in asset management and investment advisory.
  • We always adopt a Client Centric Philosophy in managing our clients assets.
  • We partner with world’s leading global banks namely UBS*, HSBC, BOS, Julius Baer, LGT, and more. Our team of investment specialists have extensive access to our banking partners’ comprehensive investment research which enable us to tailor made solution to our clients.
  • Established in June 2015, our asset under management is rapidly growing. We take pride in our highest quality service and proven track record.

*The custodian banks may not be licensed to undertake certain regulated activities in Hong Kong and the custodian banks do not make any offer, recommendation or solicitation to conclude any transaction. Avenue Family Office Limited is not an agent or representative of any of the custodian banks and does not make any offer, recommendation or solicitation on behalf of any of the custodian banks. None of the custodian banks and their respective affiliates, directors, employees or agents accepts any liability for any loss or damage that may arise as a result of or in connection with any acts of Avenue Family office Limited.

Avenue and its Affiliates

Avenue Asset Management Limited

Avenue Asset Management Limited focuses on asset management with unique products and solutions. Dedicated to the business with Experience, Breadth, Depth and Excellence, our clients can access our investment expertise across several products:

Avenue Family Office Limited

Avenue Family Office Limited focuses on High Net Worth and Ultra High Net Worth Wealth Management. Our “One Stop Solution” with open architecture and global reach of mainstream and boutique money managers, provide access to all structures and asset classes.

Our partner banks include *UBS, Credit Suisse, Julius Baer, Bank J. Safra Sarasin, VP Bank, LGT Bank, DBS, Bank of Singapore, PingAn Securities, Deutsche Bank and UBP etc, while we also manage clients portfolios at The Hongkong and Shanghai Banking Corporation, Standard Chartered Bank, Citibank, BOC International (China) and China Merchant Securities.

Avenue Wealth Solutions Limited

Avenue Wealth Solutions Limited closely works with Avenue Family Office to provide a one-stop succession solution for corporations and families. Combining insurance and investment, we structure and provide:  Universal Life Insurance, Key man Insurance, Whole Life, Savings, Variable Life Insurance, Private Placement Life Insurance, Unit-linked Insurance as well as Premium Financing service.

Avenue Investment Management Limited

We have launched our SFC authorized retail fund and an interactive online fund trading platform in 2021.

Avenue Capital

Avenue Capital access to more than 20 investment banks in Hong Kong to help secure the best partner for your market needs including equity and debt capital, initial public offering, mergers and acquisitions, restructuring and advisory needs.

*Not a wholly-owned subsidiary of Avenue.

APX Capital

APX provides Inspiration of Investment. APX structures investment solutions to HNWIS. Themed Funds covers Future Fund, Life Science Fund and Bond Fund etc.

*Not a wholly-owned subsidiary of Avenue.

Director’s Message / Our Positioning

We make more money when clients makes more money, and vice versa.

The wake-up call post-Lehman, for example, has left many investors valuing independent advice given by professionals which are not affiliated to any financial institution, not driven by product sales targets and not constrained by a limited range of products or strategies. At Avenue, we offer tailored, transparent and non- transaction-led service.

We ensure that every transaction is done at the best possible execution and price because our interests are fully aligned with those of our clients. The added value comes in terms of unbiased advice and understanding our client’s needs and goals. Our freedom to source the best instruments available in the market can be crucial to enhance the performance of his/her portfolio.

Personal attention, customized advice, tailor-made portfolios

Personal attention, customized advice, tailor-made portfolios

Assets are with custodian of your choice

Access to research and a whole network of investment opportunities

Our Advisors

Eric Pong

Wealth Management Specialist

Eric is a seasoned banker with 20+ years of investment...

Victor Chiu

Wealth Management Specialist

Victor worked at HSBC and BOC(HK) Private Banking for more...

Terence Chau

Investment Specialist

Terence Chau joined Avenue as the Managing Director, Investment Management....

Pauline Tong

Wealth Management Specialist

Pauline began her career in Auditing with Deloitte and has...

Ben Wang

Wealth Management Specialist

Ben possesses 13 years of relevant experience in private banking...

Aery Yau

Wealth Management Specialist

Aery worked at Credit Suisse AG Hong Kong Branch and...

Prudence Chan

Wealth Management Specialist

Prudence worked at HSBC, BEA (HK) Private Banking, ABN AMRO...

Clarence Tam

Investment Specialist

Clarence is a Portfolio Manager in the Fixed Income team...

Eric Pong

Position: Wealth Management Specialist

Eric is a seasoned banker with 20+ years of investment experience and is the founder of Avenue.

Prior to establishing Avenue, he served as a director at the HSBC having spent the majority of his career in private banking.

Eric is an MBA graduate of the Heriot-Watt University of the UK.

Victor Chiu

Position: Wealth Management Specialist

Victor worked at HSBC and BOC(HK) Private Banking for more than 18 years. He possesses extensive experiences in financial planning, investment trading and portfolio management.

Prior to joining Avenue in 2017, Victor was a Senior Director, Team Head of Hong Kong team with BOC(HK) Private Banking.

Mr. Chiu is a Certified Financial Planner and obtained a Master degree of Business Administration from University of North Carolina at Charlotte, USA.

Terence Chau

Position: Investment Specialist

Terence Chau joined Avenue as the Managing Director, Investment Management. He has over 30-year experience in investment management.

Prior to Avenue, he acted as Vice President in China Life Franklin Asset Management Limited, before that he also worked in China Life Insurance (Overseas) Co. Ltd. over 13 years.

Terence Chau began his career at Guardian Assurance plc and worked in Guardian over 15 years to manage its Group and Trust investment business. He is a fellow member of The Australian and New Zealand Institute of Insurance and Finance and MBA of University of Wales of UK.

Pauline Tong

Position: Wealth Management Specialist

Pauline began her career in Auditing with Deloitte and has over 12 years experience in Investment Banking having worked in Calyon, Dresdner, Commerzbank and her last position in BBVA as Sales Director, serving institutional clients in Asia region.

She specializes in Fixed Income Structured Solutions.

Pauline has a CPA (Australia) and graduated from Monash University in Bachelors of Accounting.

Ben Wang

Position: Wealth Management Specialist

Ben possesses 13 years of relevant experience in private banking and portfolio management.

He was a senior partner at UCAP Hong Kong Asset Management . He worked at EFG Bank as managing director since 2009 to 2015, good at insurance planning and fixed income portfolio management. Before that, he serviced at Sinopac Securities Asia as relationship manager of wealth management.

He completed an Master degree from Economics program at the University of Chicago, US in 1997.

Aery Yau

Position: Wealth Management Specialist

Aery worked at Credit Suisse AG Hong Kong Branch and Bank of China International for 6 and 5 years respectively. He has extensive experiences in portfolio management and investment trading.

Prior to joining Avenue, Aery worked as Vice President of Credit Suisse AG Hong Kong Branch Mr. Yau obtained a Master degree of Business Administration from University of Wales.

Prudence Chan

Position: Wealth Management Specialist

Prudence worked at HSBC, BEA (HK) Private Banking, ABN AMRO and LGT Private Banking for more than 20 years. She possesses extensive experiences in financial planning, investment trading and portfolio management.

Prior to joining Avenue, Prudence was a Director in LGT Private Banking where she focus on the Greater China markets.

Ms. Chan is a Certified Private Wealth Professional (CPWP) in Hong Kong.

Clarence Tam

Position: Investment Specialist

Clarence is a Portfolio Manager in the Fixed Income team at Avenue. He worked as investment manager focusing in fixed income portfolio management in FTLife Insurance and Hong Kong Life Insurance with AUM size above USD 1 billion.

He has been working in financial industry for 10 years with experience in investment management, credit analysis, securities trading and risk management. Clarence is a CFA charter holder and holds Bachelor degree in Science at Hong Kong University

 

Our Commitment

  • Always put clients’ interest first;
  • Fulfill our fiduciary duties and serve with integrity, professional work, competent skills and a fair & responsible manner;
  • Deliver a consistent above-average return and preserve investment without taking excessive risk
  • Always put clients’ interest first;
  • Fulfill our fiduciary duties and serve with integrity, professional work, competent skills and a fair & responsible manner;
  • Deliver a consistent above-average return and preserve investment without taking excessive risk
  • Make our office a pleasant and friendly place for working and free from office politics
  • Emphasis a teamwork spirit, not individualism, in the job and respect each other as partners
  • Be supportive and solving problems together throughout difficulties
  • Provide a platform to grow with the company with continuous self-improvement
  • Be open to ideas, listening, responsive and adaptive to changes
  • Comply with the rules, guidelines and code of conduct of regulators and authorities
  • Reward fairly to whom corresponding to the contribution

Our Award

Capital Weekly ProChoice Awards 2018 – Investment Management and Hong Kong’s Most Outstanding Business Awards 2019

Our Award

Capital Weekly ProChoice Awards 2018 – Investment Management and Hong Kong’s Most Outstanding Business Awards 2019