Convoy Global Holdings Limited is a versatile financial institution that has been rooted in Hong Kong since 1993 with core business in financial planning consulting.

Finance

Convoy Global

Convoy Global's headquarters in Hong Kong

Ng Wing Fai

Shin Kin Man

Wong Suet Fai

Quizti But

Eve Yang

Xiyuan Luo

Yap E Hock

Chung Kwok Wai

Carrie Bernadette Ho

Lam Kwok Cheong

Lee Jin Yi

Pak Wai Keung

Pun Tit Shan

The Administrative Support team at Convoy Global plays a crucial role in ensuring the smooth operation of the organization by managing day-to-day administrative tasks. This team provides high-level support to executives, coordinates meetings and communications, oversees office management, and helps streamline processes to enhance efficiency across departments. Their efforts contribute to creating a productive work environment that supports Convoy Global's mission in financial planning consulting.

Administrative Support

The Client Relations team at Convoy Global plays a crucial role in fostering and maintaining strong relationships with clients. This team, comprised of experienced professionals including IFAs and Assistant Vice Presidents, focuses on understanding client needs, providing tailored financial solutions, and ensuring exceptional service delivery to enhance client satisfaction and loyalty. Through effective communication and project management, they work collaboratively to support clients on their financial planning journey.

Client Relations

The Governance and Compliance team at Convoy Global is responsible for ensuring adherence to regulatory requirements and internal policies across the organization. This team oversees risk management, supports ethical decision-making, and provides guidance on best practices in corporate governance, promoting transparency and accountability within the company's operations.

Governance and Compliance

The Technology Development team at Convoy Global is responsible for designing, developing, and maintaining innovative software solutions and data infrastructure that support the company's financial planning services. This team leverages their full-stack development skills and data engineering expertise to enhance user experience, streamline operations, and ensure robust IT infrastructure, ultimately driving the company's digital transformation initiatives.

Technology Development

The Investment Management team at Convoy Global focuses on developing and implementing tailored investment strategies for clients, aiming to optimize their financial growth and asset allocation. This team collaborates closely with clients to understand their financial goals and risk tolerance, providing expert advice and management services to enhance their investment portfolios. Additionally, they monitor market trends and adjust investment plans accordingly to ensure the best returns.

Investment Management

The Marketing and Strategy team at Convoy Global is responsible for developing and implementing marketing initiatives that promote the company’s financial planning services while also driving strategic growth. This team collaborates across divisions to analyze market trends, support sales efforts, and create compelling campaigns that enhance brand visibility and client engagement.

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Convoy Global

Org chart

Board & advisors

Teams

Administrative Support

Client Relations

Governance and Compliance

Technology Development

Investment Management

Marketing and Strategy

Offices

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Convoy Global

Org chart

Board & advisors

Teams

Administrative Support

Client Relations

Governance and Compliance

Technology Development

Investment Management

Marketing and Strategy

Offices

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