We are a team of seasoned financial advisors who are highly experienced professionals from key international private banks with successful track records in private wealth and asset management for decades.
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We prioritize client care and performance, disciplined to bring innovation and solutions in managing wealth given the ever changing market conditions. Our unwavering focus - validating our clients' confidence and trust in us through constant delivery of quality.
Professionally
trained
Holds in these matters principles all selection right rejects.
Team is available 7
days a week
No one rejects dislikes avoids sure but because those who do.
Focused on achieving results
Loves or pursues or desires obtain of itself because it is pain.
Exceeds our client’s expectations
Trivial example which of us ever all undertakes laborious.
Chief Executive Officer
Chingyee Yau
In over two decades, Chingyee held key positions in international private banks, the Citibank and HSBC, and was the Executive Officer and Co-head of HSBC Private Bank Hong Kong. Chingyee is an acclaimed private banker who had an extremely comprehensive scope of experience. She was a member of senior management committees regionally and globally, and had helped contribute to HSBC being awarded by the industry the “Best Private Bank” in Hong Kong several times during her leadership role.
Chingyee was a member of the Executive Committee of the Private Wealth Management Association and the inaugural chair helped steer setting industry standard for qualified private wealth professionals. She earned Bachelor of Economics and Master of Business and Finance in Australia, and is a Certified Private Wealth Professional (CPWP) in Hong Kong.
Chief Investment Officer
Philip Niem
Philip Niem has 30+ years of experience in wealth management and investment banking. He holds a BSc from the London School of Economics and is a member of the Institute of Chartered Accountants in England and Wales. In Hong Kong, he has served in senior Investment roles at Bank of Singapore, Barclays Wealth, AXA Investment Managers, and HSBC Securities. At Harmony, he is one of the Responsible Officers, focusing on risk and Investment management. Philip is also on the boards of Common Purpose and Viva, two charities dedicated to leadership development and child welfare, respectively.
Managing Director
Eva Luk
Eva has worked in private banking for over 30 years, providing wealth management solutions to ultra-high net worth families in Hong Kong and offshore Thailand markets. She has held senior positions in international banks, including BNP Paribas, Citibank, Chase Manhattan, and HSBC, where she was a Managing Director and Team Head in HK. As a client-centric individual, Eva brings her extensive experience to Harmony Wealth Management Ltd to uphold the company's mission. She is a Certified Private Wealth Professional in Hong Kong and holds a Master's Degree in Management Science from Imperial College, London. Outside of work, Eva enjoys self-studying culinary arts, practicing pilates and Qigong, coaching local students, and writing Chinese calligraphy.
Managing Director
Alison K M Lau
Alison is an accomplished banking professional with 38 years of experience, including 30 years in management and wealth management. She has contributed to business process improvement and compliance initiatives, ensuring effective operations and risk management. Alison's expertise has earned her the Senior Fellow title of the Hong Kong Securities and Investments Institute. She continues to participate in committees and task forces, guiding the development of finance professionals. Alison's extensive experience, commitment to excellence, and active involvement in industry initiatives make her a valuable addition to any organization navigating the complexities of the banking industry.
Managing Director
Edmund Yuen
Before joining Harmony as relationship manager and portfolio manager, Mr. Yuen led the Discretionary Fixed Income team and formulated the team's investment strategy during his 23 years tenure at HSBC Global Asset Management and HSBC Private Banking. He was a key member of the investment committee and supervised the management of Investment Grade, High Yield Bond, Multi-Asset Portfolios and was responsible for investor relations. He has over 30 years' experience in fixed income, equity, investment advisory and portfolio management. He worked at Republic National Bank of New York, which subsequently merged with HSBC. Prior to that, he was with Scotia Mcleod, NatWest and BNP. Mr Yuen holds a Bachelor's degree in Economics from York University. He was voted one of the Most Astute Fixed Income Investors by the Asset Magazine in 2006 and 2007.
Managing Director
Betty Lee
Betty is a trusted private banker with over 30 years of experience specialising in Wealth Management for high-net-worth individuals & families. Having engaged 4 years in Dealing Desk of HSBC Global Private Banking, Betty focused her career in providing private wealth solutions to the Bank's Clients for long term growth & sustainability. Betty is a well balanced & client centric asset manager. She is also a Certified Private Wealth Professional (CPWP) in Hong Kong.
Managing Director
Stephen Wong
Stephen has decades of experience in the Investment Banking, covering a comprehensive range of Asset Classes and Products. His career spanned across various functions, Trading, Structuring and Distributions at various Investment Banks. He subsequently moved to Wealth Management with positions at International Private Banks, where he serviced Ultra High Net-Worth clients, many of whom are large Chinese Family Offices.
Senior Director
Jack Lee
Jack is a skilled private banking professional with more than 25 years of experience in Independent Asset Management (IAM) and relationship management. He has held positions as a relationship manager and investment counselor at well-known institutions such as UBS, Sarasin Rabo, and Citibank. Most recently, Jack worked at HSBC's IAM desk in Hong Kong, providing excellent service to clients. Jack holds a Bachelor of Arts degree in Economics from the University of Chicago and is a Chartered Financial Analyst (CFA) and Financial Risk Manager (FRM) charter holder. His extensive knowledge and experience in IAM and relationship management make him an asset to any team.
Senior Director
Ruby Chan
Ruby has over 20 years of experience in Private Banking and a proven record of delivering investment and wealth management solutions to high net worth families across Hong Kong, offshore China, and European markets. At HSBC Global Private Banking, she excelled as a Relationship Manager. Ruby is a Certified Private Wealth Professional (CPWP) in Hong Kong, her credentials and expertise make her a valuable addition to any team seeking to provide exceptional wealth management solutions.
Senior Director
Clara Lee
With three decades of private banking experience in the Philippines market managing ultra-high net worth clients, Clara began as an associate banker in Citi Private Bank before rising to Relationship Manager. She has over 16 years of experience working as a relationship manager for major financial institutions such as Citi, BNPP, HSBC, Credit Suisse, and Standard Chartered. Clara is Hong Kong-born and educated, fluent in Cantonese, Mandarin, and English. Outside of work, she enjoys food, wine, squash, hiking, and cycling.
Senior Director
Ken Yim
Ken is a highly experienced banking professional with expertise in investment products such as Fixed Income, Equity, and FX Derivatives. With 10 years at BNP Paribas Private Bank and 14 years at Commerzbank, Ken delivers tailored investment solutions and effective portfolio management strategies. He builds strong client relationships based on trust and transparency, positioning him as a reliable and trusted advisor in comprehensive wealth management.
Senior Director
Andrew Cheng
Andrew has extensive experience in the banking industry, covering a comprehensive range of wealth products. He has over 30 years’ experience in banking and wealth management and had held senior roles in various functions within HSBC Hong Kong including branch management, client relationship management, strategic development and operations. He earned a financial planning certification from HKU Space and currently has an insurance license. His deep knowledge in banking and financial products and his relationship management strength make him an asset to the company.
Managing Director
Sandra Lau
Sandra has over 30 years financial experience at international banks, fund managers, pension providers and regulatory bodies in Hong Kong and Canada. Her positions were senior and diverse covering functions such as Head of Wealth Management of OCBC Bank, Investment Committee member at Bank Consortium Trust, funds distribution and service platforms at AXA Investment Managers, Bank of America (Asia) and China Construction Bank (Asia) and a senior enforcement officer at the Hong Kong Monetary Authority. Other relevant positions were held at HSBC Asset Management, National Australia Bank in Hong Kong and Bank of Montreal in Canada. Sandra holds a Bachelor of Arts from University of Toronto and Certificate of Achievement from the Graduate School of Retail Bank Management in USA.