About Our Leader
Kevin, head of Supreme Private, is known for his dedication. A graduate of the Art Department at the Chinese University of Hong Kong, he began his journey in the finance and banking sector, eventually serving high-end clients as a banker. Understanding the importance of ongoing education, he also holds master's degrees in finance and MBA from CUHK.
Over the course of his ten-year career, Kevin's excellent sales and management skills have been recognized through awards such as COT, MDRT, GAMA IMA, and FLA. More recently, he has been focusing on refining business strategies and management techniques, which has resulted in notable enhancements in his team's performance.
Kevin is also passionate about education. He has led hundreds of training sessions, providing newcomers to the financial industry with current, professional knowledge. He's currently exploring how AI can be used to manage high-quality customers and leads, with the aim of integrating the latest technology into financial services to improve customer interactions.
Starting his career in HSBC, Kevin has seamlessly transitioned into a respected financial expert. His path from fresh university graduate to influential industry figure highlights his commitment to continuous learning and self-improvement.
Specializing in Wealth Strategy, Risk Management and Business Consulting
Wealth Allocation
We provide personalized wealth allocation advice, considering factors like income, assets, liabilities, and future needs. The goal is to balance maximizing returns with minimizing risk, taking into account each client's investment goals and risk tolerance. The firm is committed to securing a prosperous and stable future for its clients.
Capital Appreciation
The investment process includes understanding client goals, devising custom strategies, and ongoing monitoring and adjustment for steady wealth growth, managed by the investment team.
Fixed Income
The expert advice aims for financial freedom through income creation, expense management, and independence. This is achieved using fixed income investments, identifying investment opportunities, budgeting, and capital preservation. The final goal is to ensure a comfortable and secure life.
Risk Management
Custom risk management strategies address clients' wealth and health risks through diversification, insurance, and preventive care, aiming for their long-term stability and well-being.
Business Consulting
Business consulting involves refining business processes, ensuring financial compliance, advising on employee benefits, and strategizing market approaches. It aims to boost productivity, uphold reputation, enhance employee satisfaction, and grow the business, with clear communication being key.
Career Development
Promoting recruiter growth through development opportunities, clear roles, and support is key. This boosts talent attraction, skill enhancement, loyalty, and efficiency, fostering a supportive environment for company success.