We make more money when clients makes more money, and vice versa.
Avenue Asset Management Limited focuses on asset management with unique products and solution. Our team contains experts with various background. Our client access our investment expertise across several products: hedge funds, private equity, venture capital, fixed income and pre-IPO.
Avenue Family Office Limited focuses on High Net Worth and Ultra High Net Worth Wealth Management. Our partner banks include *UBS, Credit Suisse, Julius Baer, Safra Sarasin, VP Bank, LGT Bank，DBS, Bank of Singapore and China PingAn Securities , while we also manage clients portfolio at HSBC, SCB, PICTET and Citibank.
Any Insurance Consultants Limited closely works with Avenue Family Office to provide one-stop succession solution for corporations and families. Regarding the mainland demand for overseas financial products, we provide the appropriate insurance products. Combining insurance and investment, we launch our fund products on platform provided by leading insurance company in order to broadly connect with investors. Our service including Universal Life Insurance, Keyman Insurance, Whole Life, Savings, Medical Insurance, and Unit-linked Insurance. Premium Financing service can be provided to cover the cost of an insurance premium.
*The custodian banks may not be licensed undertake certain regulated activities in certian countries and the custodian banks will not undertake such regulated activities in such countries. Avenue group 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 has any cotrol over the acts of Avenue Group and none of them accepts any liability for any loss or any loss or damage that may arise as a result of or in connection with any acts of Avenue Group.
“A lot of banks typically act as principals, by definition meaning they don’t tend to have a duty of care for their clients. The principal effectively makes more money when the client makes less money, leading to a clear conflict of interests.”
Henry M. Paulson
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.
Eric is a seasoned banker and is founder of Avenue.
In his career prior to Avenue, he served as Director at the HSBC Private Bank, where he provided research and portfolio management.
Eric is a MBA graduate from the Heriot-Watt University of the UK.
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 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.
Frank Joined Avenue in 2019 as Executive Director. He is an accomplished private banker and advices Avenue clients on their wealth, succession and business in the offshore space as well as the China onshore market.
Mr. Ke was previously a private banker at UBS and BNP Paribas Wealth Management and was senior management at China CITC Bank and China Everbright Bank.
Mr. Ke holds a MBA degrees from The Chinese University of Hong Kong and Cheung Kong Graduate School of Business and is also an EMBA candidate at Tsinghua University PBSCF School.
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 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 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.
Cindy began her career specialising in Capital Market products spanning from Money Market instruments to Bonds and Derivatives. She was based in London with HSBC for over 10 years and was then seconded to the International Corporate Bonds Department in Tokyo before returning to join HSBC Private Bank Hong Kong.
Her last role was Managing Director, Investment Counselling where she focussed on advising private trusts and families on wealth preservation and legacy planning. This function included a Global asset allocation approach, risk control and analysis, assessing fund managers’ skills and performances, and the selection of the appropriate type of investments to clients’ best advantage.
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 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.
Pauline started her career in HSBC over 30 years ago, when she worked as part of the IT team responsible for the development of the bank’s ATM system. She has worked for Citibank, Chase Manhattan bank, Standard Chartered Bank and National Australia Bank as IT consultant from 1985 to 1994.
Since 1994, she worked as a Private Banking Executive. As a trusted financial advisor, she focused on giving investment advice tailored to individual clients and managing discretionary portfolios. During the difficult financial environment in 2003 in HK caused by the outbreak of SARS, she structured innovative financing for property purchases for clients. During her private banking career, she worked for HSBC Private Bank, Coutts Bank, and HSBC Guyerzerller Bank as Director from 2005 to 2009.
Ms. DAI joined Avenue as Director in August 2017. Prior to joining Avenue she served as Associate Director in HSBC Private Bank until May 2017.
She has built her career in the financial sector for 11 years, starting with 5 years in Corporate Banking and 6 years in Private Banking, specializing in both Mainland China and Hong Kong markets.
She is a Certified Private Wealth Professional. Amongst her expertise are in Investment Advisory, Portfolio Management, Family Trust and Insurance.
Yolanda holds Bachelor and Master degrees in Accounting and Business Management at Portsmouth University, UK.
Cherry has been working in banking and financial industry for more than 10 years with experience in wealth management and investment trading, specializing in treasury and structure products.
She serviced at Citi Private Bank, UBS and HSBC. Prior to joining Avenue, she was a Vice President in FICC team of Zhongtai Financial International Limited, focusing in structure products trading with mainland china customers.
Cherry graduated from HKUST with Bachelor degree of Mathematics and Hong Kong University with Master Degree of Statistics.
Jimmy has more than nine years of experience in China and the U.S. capital markets. Prior to joining Avenue, he was the Senior Investment Manager at CGN Investment (HK), focusing on Greater China consumer industry research and investment.
From 2012 to 2016, Jimmy was the Senior Manager with Guotai Junan (HK) and primarily focusing on Hong Kong stock market research. Jimmy received a Bachelor of Commerce degree in Economics and Finance from The University of Auckland and a Master of Finance degree from Warwick University.
Jimmy holds the Chartered Financial Analyst (CFA) designation and the Financial Risk Manager (FRM) designation.
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.
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