Our Advisors

Eric Pong

Wealth Management Specialist

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

Shirley Lin

Wealth Management Specialist

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

Cliff Wong

Wealth Management Specialist

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

Tommy Cheung

Wealth Management Specialist

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

Victor Chiu

Wealth Management Specialist

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

Terence Chau

Investment Specialists

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

David Doong

Wealth Management Specialist

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

Carl Wong

Investment Specialists

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

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...

Dennis Wang

Investment Specialist

Mr. Dennis Wang has ten years of experience in China...

Johnny Wan

Wealth Management Specialist

Johnny worked at Bank J Safra Sarasin Hong Kong, DBS...

Amy Yeung

Wealth Management Specialist

Amy Yeung worked at Credit Indosuez (Switzerland) SA-Hong Kong Branch...

Jacko Lam

Wealth Management Specialist

Jacko has 13 years experience in retail bank, investment bank...

Fleur Liu

Wealth Management Specialist

Fleur joined Avenue Family Office in 2021. Before this, she...

Eric Poon

Wealth Management Specialist

After gaining ample experience in Investment Banking and Capital Markets...

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.

Shirley Lin

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.

Cliff Wong

Position: Wealth Management Specialist

WCliff 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.

Tommy Cheung

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).

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, 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 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.

David Doong

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.

Carl Wong

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.

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

Dennis Wang

Position: Investment Specialist

Mr. Dennis Wang has ten years of experience in China and the U.S. capital markets. Prior to joining Avenue, he was the Lead Trader at FountainCap Research & Investment (Hong Kong).

From 2016 to 2018, he was the Senior Trading Manager at CGN Investment (HK). Between 2010 and 2016, he worked at Equities Division and Asset Management Division of China Merchants Securities (HK) successively.

Dennis received a Bachelor of Science degree in Risk Management Science from The Chinese University of Hong Kong and a Master of Economics degree from The University of Hong Kong. Besides, he holds Chartered Financial Analyst (CFA), Financial Risk Manager (FRM) and Professional Risk Manager (PRM) designations.

Johnny Wan

Position: Wealth Management Specialist

Johnny worked at Bank J Safra Sarasin Hong Kong, DBS Private Banking and other related financial institutions for more than 20 years and he possesses extensive experiences in financial planning and portfolio management. Prior to joining Avenue, Johnny was an Executive Director, Bank J Safra Sarasin Hong Kong. Mr. Wan is a Certified Private Wealth Professional (CPWP) and obtained a Master degree of Business Administration from University of Adelaide, South Australia.

Amy Yeung

Position: Wealth Management Specialist

Amy Yeung worked at Credit Indosuez (Switzerland) SA-Hong Kong Branch as Senior Director, ANZ Private Banking and ABN AMRO Private Banking, Citi Private Banking more than 30 years.

She has possessed extensive experience in Portfolio Management and Wealth Planning in Private Banking before joining Avenue Financial Group.

Amy Yeung is obtained a Certified Private Wealth Professional (CPWP) and bachelor’s degree of Business Administration from Newport University, USA.

Jacko Lam

Position: Wealth Management Specialist

Jacko has 13 years experience in retail bank, investment bank and asset management. Before joining Avenue in August 2020, he was Analyst in Commonwealth Bank of Australia and State Street in Australia.

He relocates to HK after completed CPA (Australia), then he was Relationship Director in AMTD Group and SVP in EBSHK.

He manages client assets including Stocks, Bonds, Mutual Funds, Private Equities, Currencies, Australia and UK properties.

Jacko obtained his Bachelor degree of Commerce (Finance) and Master degree of Accounting from Macquarie University. He obtained CPA (Australia) and is also a Certified Wealth Manager.

Fleur Liu

Position: Wealth Management Specialist

Fleur joined Avenue Family Office in 2021. Before this, she was the Deputy Director of the Hong Kong China Chamber of Commerce. Previously, she worked for the Hong Kong General Chamber of Commerce, Hong Kong Polytechnic University and Statistics New Zealand. Combined, She has more than ten years of related experience in providing solutions for member companies and entrepreneurs in corporate financing, PE investment and wealth management in collaboration with numerous top-tier financial service professionals.  Fleur had years of experience in security trading and investment herself.

Fleur holds a Bachelor of Science from Peking Normal University, a Bachelor of Commerce from the University of Auckland, and an MBA from the Australian West Coast Institute of Management and Technology.

Eric Poon

Position: Wealth Management Specialist

After gaining ample experience in Investment Banking and Capital Markets at JP Morgan HK, Eric has earned extensive skills and network in Global Supply Chain Management and Retailing during the service on Board of Directors and at Senior Management responsibilities for Textiles, Apparel, Outdoor Sporting Goods companies from HK, China, US, and South Korea.

Mr. Poon graduated from The London School of Economics and Political Science with a BSc Management degree. He obtained a MSc degree in E-Commerce and Internet Computing from The University of Hong Kong in 2020.