Fund Manager

The major responsibility of a Fund Manager is to operate the Asset Management Account. Fund Managers would plan and adopt investment strategies and make investment decisions according to clients’ investment objective, investment guideline and market situations

Theme of Investment

Our fund managers have their own specialties and clients may choose according to their preferences.

Mr. Louis Wong

Director of Phillip Capital Management (Hong Kong)

Mr. Wong is the Director of Phillip Securities (HK) Limited and the Director of Phillip Capital Management (HK) Limited. He is one of the most experienced fund managers in Hong Kong. He has over 30-years of solid experience and track record in the financial market. His stock selection criteria is stringent, which insists on having a thoughtful understanding and sophisticated analysis of the company before making investment decision. He is now the host of certain financial programs of Hong Kong Cable Television, HK Metro Radio. He has been awarded by the Putonghua Channel of Radio Television Hong Kong as the best financial analyst for 3 years. In addition, He was the financial columnist for Hong Kong Economic Times, Oriental Daily, Ming Pao and Yahoo HK. Mr. Wong is the author of three popular investment guidebooks. He has also served as part-time instructor of several investment courses in various Hong Kong universities: City University of Hong Kong, Polytechnic University of Hong Kong and Lingnan University.

 

Mr. Lee Wai Kin

Phillip Capital Management (Hong Kong) Fund Manager

Mr. Lee joined Phillip Securities Group for over ten years, and have become a CFA charterholder and a certified FRM during this period. Through self-discipline and continuously optimizing investment strategies,  developed a large client base in securities, with subscriptions to single IPOs exceeding HKD 20 billion. Mr. Lee Consistently focused on the Hong Kong stock market, utilizing in-depth fundamental and market cycle analysis, combined with rigorous risk control, to capture market opportunities through stock trading, IPO subscriptions, and options gains.

 

Mr. Yoshikazu Shikita  

Phillip Capital Management (Hong Kong) Fund Manager

Your successful Investment comes with right asset allocation, product selection, and careful and regular maintenance of investment portfolio. With over 10 years of experience in Discretionary portfolio management and 20 years of experience in global equity and fixed income product,  Mr. Shikita has been entrusted by his clients on advising and managing their portfolios.  If you have no time to manage your asset or come to believe in benefit of global based portfolio beyond local market, lets initiate conversion.  He speaks native Japanese, business level English, Conversational Cantonese and Mandarin.



 

Mr. Cliff Chui

Phillip Capital Management (Hong Kong) Fund Manager

Graduate in Communication, work for financial institution for more than 20 years, joined Phillip Securities (HK) since 2010, truth worth by thousands of client. Focus on Hong Kong and PRC market, not only technical and fundamental analysis but also focus on global macroeconomics scenes to determine fund flow and maximised return for client

 

Mr. Billy Tam

Phillip Capital Management (Hong Kong) Fund Manager

Graduated in Bachelor of Business (Economics & Finance). Over 20 years of experience in the financial industry with a wealth of investment experience. Joined the Phillip Securities Group in 2008, providing clients with tailored investment portfolios based on fundamental and technical analysis.

Remark: The above service is provided by Phillip Capital Management (HK) Ltd. Phillip Capital Management (HK) Ltd is a licensed corporation under Securities and Futures Commission.

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Email : assetmgt@phillip.com.hk

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