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Now more than ever, the need for insightful legacy and liquidity planning remains critical in today’s market landscape and risk environment. As passionate advocates for our clients, our agility and speed to market, will ensure that our clients remain in the centre of everything that we do.
Martin Wong is the Regional Chief Executive of Grandtag Financial Consultancy (GFC). Based in Singapore, he is the strategy owner and responsible for leading the business growth in Asia across different markets.
Prior to joining GFC, he served as Group Chief Business Development Officer and also Chief Executive Officer at Charles Monat Associates.
Martin also led as Chief Executive Officer, Deputy Chief Executive and General Manager at Jardine Lloyd Thompson Private Client Services.
Before that, Martin was based in New York as Vice President in the Global Private Client division of Merrill Lynch & Co.
Since 2010, he is an active platform speaker with private banks and trustees covering various High Net Worth markets in the region.
In addition to an MBA in Finance and BA in Economics, he is a Chartered Life Underwriter and Certified Financial Planner.
CFP®, CLU, CH.FC., FLMI, MBA, PhD
Family legacy succession is a journey that needs comprehensive planning. At GFC, we are well equipped with the experience and expertise serving the High Net Worth Individuals for their succession plans.
CFP®, CLU, CH.FC., FLMI, MBA, PhD
Dr. Gollum Shau has been in the life insurance and financial planning business for over 30 years which include 20 plus years in Hong Kong and 10 years in Canada.
25 years in sales management, business development and heading up sales training. Has been Assistant General Manager of a multi-national insurance company, managing over 1,000 front-line sales professionals.
For the recent 10 years, the main focus is on providing services in jumbo-sized life insurance and legacy planning to HNWIs in Greater China Region.
Dr. Shau is an active member in the insurance and financial planning industry. He has served as:
- An Executive Committee Member of the Founding Board of Directors of the Institute of Financial Planners of Hong Kong which successfully introduced the Certified Planner (CFP®) professional designation programme into Hong Kong in 2000;
- Immediate Past President of LOMA Society of Hong Kong;
- A member of the Insurance Training Board (INTB) of the Vocational Training Council (VTC) of the Hong Kong Government;
- A member of the Insurance Industry Training Advisory Committee (ITAC) of the government’s Qualification Framework.
With growing wealth, there is a rising demand for solutions and advice that are more tailored and bespoke. Our collective experience and connections allow us to respond quickly and effectively to the unique requirement that our clients deserve.
Ray Ang is the Chief Executive Officer of Grandtag Financial Consultancy (GFC) in Singapore. His core advisory expertise centers around the needs of High Net Worth clients in North and South East Asia.
Ray graduated from Macquarie University with a Master’s Degree in Business Administration and has spent over 25 years in the financial industry specialising in Personal and Corporate finance. His spectrum of experience includes assuming the role of Chief Operating Officer of a financial advisory start up where he managed business growth and profitability. His in depth knowledge and experience were evidently deployed in solutions for families in their intergenerational wealth transfer and liquidity planning for Ultra High Net-Worth Clients.
Prior to that, he was the Senior Vice President at a Hong Kong based company managing securities, corporate finance advisory and other related services for the Hong Kong and China market.
With a very pragmatic approach, Ray has since capitalised on his proven acute business strategy and in-depth understanding of complex situations to effectively advice High Net Worth individuals and families on achieving wealth transfer planning objectives through insurance solutions.