Tat Wong

Operations Director

I previously held supervisory roles in Hong Kong Island Shangri-La Hotel’s Business Centre and Christie’s (Auction), handling the clients’ experience, administration, office management, department budgeting, P&L review, and training.

I’m now the manager in charge of operational control & IT. This includes the firm’s financial control, administration support for advisers, HR, payroll, procurement, onboarding clients (preparing documents, meeting, KYC check, etc), liaising with 3rd party providers, preparation of monthly/quarterly reports, monthly compliance meetings and interacting with clients on behalf of advisors.

Outside of work

Outside of work, I have a cat called Fay-Fay. I enjoy travelling, movies, volleyball, badminton, basketball, food, gym, and getting together with my friends and family.


Spotlight questions


On an ideal weekend, you can find me:

Grocery shopping, going to the gym or movies, and spending quality time with family.

My favourite holiday destination is:

Taiwan or Koh Samui.

My favourite song to play in the car is:

I don’t drive in HK!

The first album I bought was:


If I could be any fictional character, I would be:

Iron Man.

If I could turn any activity into an Olympic sport, I would win a medal in:

Watching a classic comedy over 50 times and still laugh at every punchline.

When the dessert menu arrives, I’m looking for:

Anything with chocolate in it.

The three qualities that draw me to new people are:

Personality. Friendliness. Similar interests.

My pet peeve is:

Rudeness. Lack of responsibilities. Stinginess.

The best gift I’ve ever received is:

My father’s watch after graduation.

The three people at my dream dinner party would be:

Elwyn. Potatoe. Adam Sandler. (Two best friends and my favourite comedian)

The three small things that make my day better are:

Good cup of coffee. Questions being answered. Dinnertime.

The proudest moment of my career so far is:

Earning my promotion in six months and acquiring all my licenses with David’s guidance.

The three things I love most about my job are:

It completely changed my view towards the financial services profession. The flexibility to explore different opportunities. Being out of the corporate cubicle and able to work with hard working & talented individuals.

The types of people I most enjoy working with are:

Hard-working. Flexible. Mindful. Kind, Enthusiastic. Responsible.

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