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, with 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*, Credit Suisse, 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.

ANY Insurance Consultants Limited

Any Insurance Consultants 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.

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.

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

Pong Sau Kwok, Eric

Wealth Management Specialist

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

Lin Xiaohong, Shirley

Wealth Management Specialist

Eight-year experience in wealth management and investment trading, specializing in...

Wong Chun Ming, Cliff

Wealth Management Specialist

Cliff has a wide-ranging career in the financial services industry...

Cheung Kam Fong, Tommy

Wealth Management Specialist

Tommy has been working in the financial and banking industry...

Chiu Chin Pang, Victor

Wealth Management Specialist

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

Chau Chi Kin, Terence

Investment Specialists

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

Doong Keng Ming, David

Wealth Management Specialist

David started his career in private banking and wealth management...

Wong Wai Kar, Carl

Investment Specialists

Carl is the Head of Fixed Income at Avenue. He...

Pong Sau Kwok, Eric

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.

Lin Xiaohong, Shirley

Position: Wealth Management Specialist

Eight-year experience in wealth management and investment trading, specializing in investment research and portfolio management.

Experience serving in the Wealth Management Department of HANG SENG BANK and Guosen Securities (HK) Limited.

Being the Assistant Vice President of Private Banking in Credit Suisse (HK) from June 2013 to June 2016.

Wong Chun Ming, Cliff

Position: Wealth Management Specialist

Cliff has a wide-ranging career in the financial services industry spanning the last 15 years.

Prior to joining Avenue, Mr. Wong was with HSBC Private Bank, as Senior Director.

Mr. Wong graduated with a Bachelor Degree on Engineering from The University of Hong Kong. He also obtained a Master of Science on Business Economics from The Chinese University of Hong Kong.

Cheung Kam Fong, Tommy

Position: Wealth Management Specialist

Tommy has been working in the financial and banking industry for more than 24 years and was one of the pioneer Private Bankers to focus to China Market.

He joined Avenue as Senior Partner since April 2020. Prior to Avenue, he was, Managing Director, Country Team Head, China, Ultra High Net Worth, leading the biggest team in Asia Pacific in UBS. He was also Managing Director, Sector Head, China, in Credit Suisse and Senior Vice-President, Team Head, China, in HSBC Private Bank (Suisse).

Chiu Chin Pang, Victor

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, 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.

Chau Chi Kin, Terence

Position: Investment Specialists

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.

Doong Keng Ming, David

Position: Wealth Management Specialist

David started his career in private banking and wealth management industry in 1987.

Mr. Doong was a Managing Director Senior Advisor in Julius Baer covering the Greater China Market during 2015 – 2016. He was also a Managing Director, Team Head of one of the China Teams with HSBC Private Bank for almost 10 years since 2005.

Prior to that, Mr. Doong also worked for ABN Amro, Credit Suisse, UBS and BNP as Team Head and Senior Relationship Manager.

Mr. Doong obtained a Master degree in Business Adminstration from the University of Wales in 1986.

Wong Wai Kar, Carl

Position: Investment Specialists

Carl is the Head of Fixed Income at Avenue. He has 20 years of experience in the Asian fixed income market. Prior to Avenue, Mr. Wong was a Principal and Senior Portfolio Manager at Nexus Investment Advisors Ltd where he ran three liquid strategies, including one UCITs long-only fixed income fund and two credit long/short hedge funds with an aggregate AUM of ~US$230m.

Before Nexus, he was the Head of Credit Research at Samena Capital HK Ltd, overseeing its Samena Asian Credit Fund and Samena Credit Opportunity Fund. He was previously a Portfolio Manager at Triskele Capital Management where he managed the firm’s Asian Convertible Bond Fund and Greater China Equity Fund. He also ran a long-only Asian Fixed Income Fund at Enhanced Investment Products Ltd. Prior to these, he has worked as a Portfolio Manager / Head of Research at Cannizaro Capital and Lionhart Asia Ltd, two Asian multi-strategy hedge funds.

Mr. Wong began his career at Bank of America (Asia) as a fixed income analyst. Mr. Wong has a BBA degree with High Distinction from the University of Michigan, Ann Arbor and is a CFA® charter holder.

 

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