Background
WORLD TRADE - Financial Services at its best
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WORLD TRADE Financial Group, "WORLD TRADE" or the "Company" together with its subsidiaries known as the "Group" was established in 1993. Since 1998 we have defined ourselves as the leading Independent Financial Advisor ("IFA") in Hong Kong, with the aim to provide best value financial planning consultancy and services to our clients.
With an over 800 - strong professional consultants forming the largest consulting force in Hong Kong, we are well recognized for our independent advice, comprehensive product portfolio, ISO9001:2000-registered quality services, strong research and support services. Backed by the shareholder support of Leads Group since 2003, WORLD TRADE is poised to leverage on their diversified financial services and extensive network to further strengthen its leading position in providing comprehensive and professional independent financial advisory services. Our broad range of services encompasses financial planning services, wealth management, investment advising and personal financing.
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People & Vision
Our Vision
It is our mission to become the best IFA in Hong Kong and to unveil the potential of modern personal financial planning for the Asia Pacific region.
| We Respect |
We believe that creativity and teamwork can be nurtured through mutual respect and trust, and this enables us to persistently reach new heights. |
| We Care |
We believe by equipping our clients with professional advice, we help our client to achieve their financial goals. |
| We Lead |
We believe in the philosophy of no fear in order to explore, create and add value to our business. |
| We Contribute |
We believe in contributing positively to our community and environment in all aspects of our business. |
Executive Directors & Management
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Mr. Lee Wing Man, Benny
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Mr. Sung Man Chi, Sunny
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Ms. Law Suet Ying, Shirley
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CEO oversees the overall management and strategic development, as well as the regional development in Mainland China. Since his graduation from the Hong Kong Polytechnic University, Benny has been engaged in insurance and financial planning industry. He is currently a Fellow of the Life Management Institute awarded by Life Office Management Association established in the U.S.
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Founder of the Group, holder of Professional Diploma in Financial Planning from the Open University of Hong Kong and a CFPcm, Sunny enjoys profound experience and strong network in the industry. After serving PIBA as an executive committee member from 1995 to 2001, he has become a registered chief executive in PIBA.
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Shirley leads the Group's entire consultant force as well as actively involves in business expansion. Graduated from the South Bank University in London in 1992, Shirley also obtained a Master Degree in Business Administration from the Chinese University of Hong Kong in 2002. She has been devoted to build a robust supporting network and a prospective marketing strategy.
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Mr. Wong Chi Kit, Dennis
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Mr. Lee Fong Man, Kenneth
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Mr. Mak Chi Kit, Lawrence
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Mr. Lee Chi Hung, Eric
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Dennis focuses on product development and market research for the Group. Joining banking and finance industries prior to WORLD TRADE has enriched his market knowledge and research skills in financial regime. Graduated from the York University in Canada, Dennis is qualified as a CFPcm Certificant.
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Kenneth manages Information Technology, Client Servicing and Administration departments for the Group. Graduated from the Hong Kong Polytechnic University, he has embarked his career in financial planning industry during early years.
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Chief Financial Officer of the Group, Lawrance is responsible for accounting and finance functions. He graduated with a Bachelor Degree in Finance from the Hong Kong University of Science and Technology and obtained the designation of CFA since 2000. He is an associate of the Hong Kong Society of Accountants and a member of the American Institute of Certified Public Accountants.
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Managing Director, WORLD TRADE Asset Management Ltd and Business Development Director, WORLD TRADE Financial Services Ltd. Eric has over 15 years of international financial services experience. He has served Surander-CSM Life Insurance Co., Ltd. in Beijing, Manulife Asset Management (HK) Ltd and some private banking corporations in both U.K. and HK.
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As an ambitious, charismatic and innovative management team, we have a strong industry experience, market insight and extensive business network. Leveraging on our strategic investor, Leads Group, we are excited about the prospects of our business and committed to our mission.
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