PORTFOLIO COUNSELOR

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

Eric Kwok, Natalie Chan and Francis Tsang are Citigold Private Client Portfolio Counselors with primary responsibility for multi-asset portfolio reviews and counseling services for high net worth clients.


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 Natalie Chan

Prior to joining Citibank in 2017, Natalie was a Fund Manager at an international asset management firm and a state-owned enterprise responsible for the portfolio management for various key portfolios, focusing on Hong Kong and China investment. These portfolios covered Hong Kong, China and Asia Pacific equity markets and various mandates on a discretionary basis.

Previously, Natalie was an Equity Research Analyst at major investment banks, including Credit Suisse and Deutsche Bank, where she covered Asia Pacific Oil, Gas and Commodities markets.

Natalie has over fifteen years of experience in the financial industry. She holds an MBA degree from George Washington University.

Natalie Chan

Biography of Francis Tsang

Prior to joining Citibank in 2016, Francis was a Portfolio Manager managing a discretionary portfolio at a family office in Hong Kong. He has more than 10 years’ investment experiences in family offices and fund houses covering global markets.

Francis started his career on private equity investment in Hong Kong and then moved on to public equity investment in Singapore before he was finally relocated back to Hong Kong around 2005. He accumulated rich investment experiences across different countries and industries.

Francis has a Bachelor Degree in Economics and Electrical Engineering from Yale University and an MBA Degree from Harvard University, USA. He is a CFA charterholder.

Francis Tsang
Portfolio Counselor Column

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