About the firm
Independent, employee-owned, and licensed in Hong Kong since 2008.
Elite Wealth Management Group was founded by four portfolio managers who wanted to advise families without a product shelf behind them. We have grown deliberately, and we still take on a limited number of new relationships each year.
2008
Founded
Central, Hong Kong
41
Professionals
Investment & advisory
11
Jurisdictions
Client residency
100%
Employee owned
No parent bank
What we stand for
Three commitments we can be held to
Independent by structure
We are employee-owned and hold no proprietary funds. There is no incentive to place you in anything other than the best available instrument.
Transparent by default
Time-weighted and money-weighted returns, all fees, and every underlying position are published to your portal. Nothing is aggregated away.
Conservative on risk
We size positions by their contribution to portfolio risk, and we publish maximum drawdown alongside return on every mandate we manage.
The people
Who you will actually work with
You are introduced to your relationship manager before you sign anything, and they stay with you for the life of the mandate.
Vivian Lo
Managing Partner & CIO
Twenty-two years across Asian credit and multi-asset portfolios, previously heading Greater China allocation at a global private bank.
Daniel Tsang
Head of Portfolio Management
Leads the discretionary desk and chairs the investment committee. CFA charterholder, formerly a fixed income strategist in Singapore.
Amanda Sit
Head of Client Advisory
Specialises in retirement drawdown and cross-border succession for families with assets in Hong Kong, the mainland and the UK.
Rahul Menon
Head of Research
Runs manager due diligence and the firm's asset class return database, with a background in quantitative risk at an Asian insurer.
Regulation
Licensed and supervised
Elite Wealth Management Group Limited is licensed by the Securities and Futures Commission of Hong Kong to carry out regulated activities.
- Type 1 — Dealing in securities
- Type 4 — Advising on securities
- Type 9 — Asset management
SFC Type 1, 4 & 9 regulated activities · CE Ref. BQZ‑8841
Client assets
Client assets are held with independent custodian banks in Hong Kong and Singapore, never on our own balance sheet. We hold discretionary trading authority only; we cannot move cash to a third party without your written instruction.