ADVISORS

Each year, the BENCHMARK Advisor of the Year Awards competition challenges wealth management professionals within the financial sector to find the best advisors in Hong Kong.

This is a list of all of the winners from the BENCHMARK Advisor of the Year Awards 2014, 2013, 2012 and 2011 for investment-advisory and financial planning.

  • FrankieFrankie Lo Yui-Tat
    Associate Director,
    Investment Advisor
    Standard Chartered Bank (Hong Kong) Limited

    Winning Awards
    - Most Admired Advisor of the Year
    (Wealth Management Category)
    - Best Investment Plan
    - GOLD AWARD
    (Wealth Management Category)

    >>See More

    most_admires_WMCbest_investment_plangold_WMC

    AlphaAlpha Cheng Hung-Faat
    Unit Manager
    Prudential Hong Kong Limited

    Winning Awards
    - Most Admired Advisor of the Year
    (Financial Planning Category)
    - GOLD AWARD
    (Financial Planning Category)

    >>See More

    most_admires_FPCgold_FPC

    Winson-YauWinson Yau Wing-Sum
    Vice President,
    Investment Consultant – Team Lead
    DBS Bank (Hong Kong) Limited.

    Winning Awards
    - Best Financial Plan
    - GOLD AWARD
    (Wealth Management Category)

    >>See More

    best_financial_plangold_WMC

    EddieEddie Leung Ka-Chun
    Senior Business Manager
    Prudential Hong Kong Limited

    Winning Awards
    - Best Presentation
    - GOLD AWARD
    (Financial Planning Category)

    >>See More

    best_presentationgold_FPC

    desmondDesmond Wong Chun-Wai
    Assistant Vice President,
    investment Consultant – Team Lead
    DBS Bank (Hong Kong) Limited.

    Winning Awards
    - Best Presentation
    - SILVER AWARD
    (Wealth Management Category)

    >>See More

    best_presentationSILVER_WMC

    Andrew-AuAndrew Au Kim-Fung
    Assistant Vice President,
    Investment Consultant
    DBS Bank (Hong Kong) Limited.

    Winning Awards
    - GOLD AWARD
    (Wealth Management Category)

    >>See More

    gold_WMC

    Gloria-YuGloria Yu Shuet-Ying
    Assistant Vice President,
    Investment Consultant
    DBS Bank (Hong Kong) Limited.

    Winning Awards
    - GOLD AWARD
    (Wealth Management Category)

    >>See More

    gold_WMC

    JoeyJoey Wong Hin-Ning
    Branch Manager
    Prudential Hong Kong Limited

    Winning Awards
    - GOLD AWARD
    (Financial Planning Category)

    >>See More

    gold_FPC

    WillyWilly Au Ka-Keung
    Investment Consultant,
    Retail Banking, Hong Kong
    ANZ

    Winning Awards
    - SILVER AWARD
    (Wealth Management Category)

    >>See More

    SILVER_WMC

    James-NgJames Ng Wing-Sing
    Head of Treasury Specialist
    Retail Banking, Hong Kong
    ANZ

    Winning Awards
    - SILVER AWARD
    (Wealth Management Category)

    >>See More


    SILVER_WMC

    Vince-SuenVince Suen Kei-Hau
    Market Head Greater China,
    Retail Banking, Hong Kong
    ANZ

    Winning Awards
    - SILVER AWARD
    (Wealth Management Category)

    >>See More

    SILVER_WMC

    Max-LimMax Lim Wai-Hong
    Branch Manager
    Prudential Hong Kong Limited

    Winning Awards
    - SILVER AWARD
    (Financial Planning Category)

    >>See More

    SILVER_FPC

    kyleKyle Wong Kei-Yiu
    Consultant
    Convoy Financial Services Limited

    Winning Awards
    - SILVER AWARD
    (Financial Planning Category)
    SILVER_FPC

    Deric-YuDerek Yu Chi-Tak
    Executive Director
    IECO Wealth International Holding Limited

    Winning Awards
    - SILVER AWARD
    (Financial Planning Category)
    SILVER_FPC

    Wendy-YuWendy Yu Man-Ying
    Unit Manager
    Manulife (International) Limited

    Winning Awards
    - SILVER AWARD
    (Financial Planning Category)
    SILVER_FPC

    patrick_wongPatrick Wong Cheuk-Yau
    Associate Director,
    Private Banking, Hong Kong
    ANZ

    Winning Awards
    - Merit of Achievement Award
    (Private Wealth Category)

    >>See More

    MERIT_PWC

    Grace-YipGrace Yap Wing-Sze
    Financial Consultant
    Prudential Hong Kong Limited

    Winning Awards
    - Merit of Achievement Award
    (Wealth Management Category)

    >>See More

    MERIT_WMC

    Samuel-YeungSamuel Yeung Yan-Hang
    Assistant Relationship Director,
    Retail Banking, Hong Kong
    ANZ

    Winning Awards
    - Merit of Achievement Award
    (Wealth Management Category)

    >>See More

    MERIT_WMC

    Ben_linBen Lin Wai-Ching
    Senior Unit Manage
    Prudential Hong Kong Limited

    Winning Awards
    - Merit of Achievement Award
    (Financial Planning Category)

    >>See More

    MERIT_FPC

    Gilbert_LoGilbert Lo Chun-Pong
    Assistant Associate Director
    Convoy Financial Service Limited

    Winning Awards
    - Merit of Achievement Award
    (Financial Planning Category)
    MERIT_FPC

    caleb-tsangCaleb Tsang Hin-Shun
    Financial Consultant
    Prudential Hong Kong Limited

    Winning Awards
    - Merit of Achievement Award
    (Financial Planning Category)

    >>See More

    MERIT_FPC

  • Stanley-YEO-Chi-HungA-150x150Stanley YEO Chi-Hung
    Director
    ANZ

    Winning Awards
    Idol of the Year 2013

    Advisor of the Year 2013

    >>See More


    Kenny-FUNG-Chun-ManA-150x150Kenny Fung Chun-Man
    Senior Investment Advisor
    Standard Chartered Bank (Hong Kong) Limited

    Winning Awards
    Idol of the Year 2013
    Advisor of the Year 2013

    >>See More

    ioty13catBgold

    aoty13catBgold


    Monica-YEUNG-150x150Monica YEUNG
    Chief Wealth Management Advisor
    Convoy Financial Group

    Winning Awards
    Idol of the Year 2013
    Advisor to Watch 2013
    Best Professional Image 2013

    >>See More

    ioty13catagoldioty13catagoldioty13catagold

    ko-faAi-150x150Patrick Ko Fai
    Senior Investment Advisor
    Standard Chartered Bank (Hong Kong) Limited

    Winning Awards
    Advisor of the Year 2013

    Best Financial Plan 2013
    Best Investment Plan 2013

    >>See More

    ioty13catBgoldioty13catBgoldioty13catBgold


    Wilson-CHAN-Wai-Chung-150x150Wilson CHAN Wai-Chung
    Chief Wealth Management Advisor
    Convoy Financial Group

    Winning Awards
    Advisor to Watch 2013

    >>See More

    ioty13catagold

    Jessie-CHANG-Hung-150x150Jessie CHANG Hung
    Associate Director
    Convoy Financial Group

    Winning Awards
    Advisor of the Year 2013

    >>See More

    aoty13cat

    Connie-KWOK-Wang-Li-150x150
    Connie KWOK Wang-Li
    Relationship Director, Team Head
    ANZ

    Winning Awards
    Advisor of the Year 2013
    Best Presenter 2013

    >>See More

    aoty13cataoty13cat

    Christine-CHAN-Oi-Ki-150x150Christine CHAN Oi-Ki
    Investment Consultant
    ANZ

    Winning Awards
    Advisor of the Year

    >>See More

    aoty13cat

    Alvin-LIN-Ka-ChunAlvin LIN Ka-Chun
    Associate Relationship Director
    ANZ

    Winning Awards
    Advisor of the Year 2013 - Merit

    >>See More

    aoty13cat

    Roland-CHAN-Tak-Hoi-150x150Roland CHAN Tak-Hoi
    Relationship Director
    ANZ

    Winning Awards
    Advisor of the Year 2013

    >>See More

    aoty13cat

    Cameron-HARVEY-150x150Cameron HARVEY
    Relationship Director
    ANZ

    Winning Awards
    Advisor of the Year 2013

    >>See More

    aoty13cat

    Candy-SO-Yee-Ching-150x150Candy SO Yee-Ching
    Investment Consultant
    ANZ

    Winning Awards
    Advisor of the Year 2013

    >>See More

    aoty13cat

    Ivan-YIU-Chun-Kai-150x150Ivan YIU Chun-Kai
    Senior Manager
    AIA

    Winning Awards
    Advisor to Watch 2013 - Merit

    >>See More

    aoty13cat
  • Stanley_CHANStanley Chan Man Chiu
    Chief Sales Director
    Nobel Apex

    Winning Awards
    Advisor of the Year 2012

    stephiane_chanaStephanie Chan Wing Chiu
    Senior Wealth Management Advisor
    Convoy Financial Services Ltd.

    Winning Awards
    Advisors to Watch 2012

    Edwin_CHEUNGEdwin Cheung Yin Ming
    Associate Director
    Convoy Financial Services Ltd.

    Winning Awards
    Advisor of the Year 2012

    Nicole_KeschingeraNicole Keschinger
    Head of Portfolio Management
    The Philippa Huckle Group

    Winning Awards
    Advisor of the Year 2012


    Jason_LAMJason Lam Chi Wai
    Senior Investment Counselor
    Standard Chartered

    Winning Awards
    Advisor of the Year 2012
    Most Admired Advisors of the Year 2012
    Best Financial Plan 2012
    Best Investment Plan 2012

    Charles_LeitchCharles Leitch
    Market Head – Institutional Clients,
    Private Bank, Asia Pacific, ANZ

    Winning Awards
    Advisor of the Year 2012


    chris_liChris Li
    Investment Consultant, Retail Banking & Wealth Management
    ANZ

    Winning Awards
    Advisor of the Year 2012
    Most Admired Advisors of the Year 2012
    Best Presenter 2012

    Roy_LiRoy Li
    Financial Services Manager
    Nobel Apex

    Winning Awards
    Advisor of the Year 2012


    ronald_makRonald Mak Chung Wai
    Assistant Unit Manager
    AIA

    Winning Awards
    Advisors to Watch 2012



    Kelly_MOYKelly Moy Ka Lee
    Financial Planner
    AIA

    Winning Awards
    Advisors to Watch 2012



    EllenTangEllen Tang
    Market Head - Hong Kong,
    Private Bank, Asia Pacific
    ANZ

    Winning Awards
    Advisors of the Year 2012


    Vivian_VAN_EEDEN_2Vivian Van Eeden
    Senior Advisor
    Financial Partners Limited

    Winning Awards
    Best On-Stage Performance 2012



    Josephine_WONGJosephine Wong Ho Yee
    Unit Manager
    AIA

    Winning Awards
    Advisors of the Year 2012


  • Bryan_Chi_Ching_CHAN_3
    Bryan Chan Chi Ching

    Investment Consultant
    ANZ
    award
    AndyChun_Wa_CHEUK_1
    Andy Cheuk Chun Wa

    Senior Investment Counsellor
    Standard Chartered
    award
    Celia_Yuen_Ying_CHEUNG_2
    Celia Cheung Yuen Ying

    Unit Manager & Financial Planner
    AIA
    award
    Tramy1
    Tramy Heung Man Wa

    Senior Analyst
    Nobel Apex
    award
    Joanne_Yi_Yi_HUANG_2
    Joanne Huang Yi Yi

    Assistant Vice President
    Swiss Privilege
    award
    Chris_Lai_Kwong_LUI_1
    Chris Lui Lai Kwong

    Premier Relationship Manager
    HSBC
    award
    Miu_Chui_Ling_MIAO_3
    Miu Miao Chui Ling

    Premier Relationship Manager
    HSBC
    award
    Ivan_Yuk_Kwan_NG_2
    Ivan Ng Yuk Kwan

    Associate Director
    Nobel Apex
    award
    Kenny_TUNG_1
    Kenny Tung

    Manager, Business Development
    Gain Miles
    award
    Vivian_VAN_EEDEN_2
    Vivian van Eeden

    Senior Advisor
    Financial Partners Limited
    award
    Manton_Moon_Tong_WAI_3
    Manton Wai Moon Tong

    Senior Financial Services Manager
    Nobel Apex
    award