Seasoned Investment Professionals

Seasoned Investment Professionals

Seasoned Investment Professionals

Our Portfolio Counselors are seasoned investment professionals, such as former fund managers with over 10 years' experience in asset management and investment banking. As part of our counseling team, they provide high quality and detailed advice on your portfolio. They will identify potential risks and weaknesses and reveal how to rebalance your portfolio to prevent over concentration in any sector or asset class.

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Call your banker or our 24-hour Citigold Private Client Service Line: (852) 2860 8888(852) 2860 8888

Portfolio Counselor

Biographies of Portfolio Counselors

Angel Wong, Eric Kwok and Wilson Au are Citigold Private Client Portfolio Counselors with primary responsibility for multi-asset portfolio reviews and counseling services for high net worth clients.

Biography of Angel Wong

Angel joined Citibank in 2015 after working at a regional alternative asset management firm where she served under the absolute return strategy with focus on China. Areas of focus include: pre-IPO investments/financings, special situations, hybrid investments, asset backed/share backed lending, etc.

Prior to that she was in the field of corporate finance in investment banking where she has extensive experience in IPOs, M&As, structure financing and provision of financial advisory to listed companies and private equity firms.

Angel has over fifteen years of experience in the financial industry. She holds a bachelor degree of business administration with concentration in finance from the Chinese University of Hong Kong. She is a CFA charterholder and also a member of AICPA.

Angel Wong

Biography of Eric Kwok

Prior to joining Citibank in 2014, Eric was an Assistant Fund Manager at an asset management firm for 10 years, co-managing a hedge fund and various portfolios for high net worth individuals on a discretionary basis. These portfolios covered a global multi-asset mandate which aimed for absolute returns.

Eric started his career at an Australian multinational bank in Sydney in 1995 where he worked in financial markets and strategic planning. In 1999, he moved to an international brokerage firm in Hong Kong as an equity research analyst for the Asia Pacific securities market.

Eric graduated with a Bachelor of Commerce (Hons) degree in Finance from the University of New South Wales and an MBA degree from the Australian Graduate School of Management.

Eric Kwok

Biography of Wilson Au

Wilson joined Citibank in 2014 after working at a global fund house for 11 years. He was responsible for the portfolio management of their suite of Active Hong Kong and Asia Pacific Equities strategies.

Prior to his relocation to Hong Kong in 2009, Wilson was based in Sydney where he was a Portfolio Manager in their Australian Equities team, specializing in integrating Australian active positions into Asia Pacific mandates. Wilson also held various performance & analytics positions in the financial services industry.

Wilson has a Bachelor of Commerce degree in Accounting and Business Law from Macquarie University, Sydney. He is a CFA charterholder and also a member of CPA Australia.

Wilson Au
Porfolio Counselor Column

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