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Our People

Our Leadership Team

Our leadership team comprises of industry-leading veterans who bring a wealth of experience to the firm, along with profound expertise in life-insurance based transfer planning.


 
Jameson Leung
Founder And Group CEO

Mr. Jameson Leung is the founder and Group Chief Executive Officer of Grandtag Financial Group, Hong Kong.

Prior to setting up Grandtag brand name in 1999, Mr. Leung spent over 15 years in financial business where he started his career in banking, moving on to become General Manager for Crown Life of Canada, Asia Pacific Region.

With his 35 years of experience in the life insurance industry he work with private banks, wealth planners, accountants, and lawyers to customizing solutions in wealth and liquidity planning for their High Net Worth clients in Asia.

Mr. Leung is a registered Certified Financial Planner and is appointed Guest Professor by Shanghai Finance College, EMBA of Fudan University and Shanghai Jiao Tong University respectively. Presently, Jameson is the Responsible Officer registered with Hong Kong Securities & Futures Commission for License Type 1, 4 & 9.

In order to accelerate the expansion of Grandtag as an international insurance broker and to diversify into new markets, in 2007 Grandtag expanded its presence in the city state of Singapore.

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Ben Fok
CEO, (Singapore)
CFP®, ChFC®, STEP, IBF Fellow, DBA

Since 2007, Dr. Ben Fok serves as the Chief Executive Officer of Grandtag (Singapore) and is responsible for supporting a timely and effective execution of Grandtag’s key corporate strategies.

Prior to joining Grandtag , Ben spent 20 years in the wealth management and financial planning industry in Singapore. He began his career as an investment adviser and then moving on to financial advisory.

With his wealth of experience, he has authored three books to his name and contributed many financial and investment related articles that were published in the local newspapers and business journals.

From 2006 to 2016, he served as an executive committee member at the Financial Planning Association of Singapore. Currently, he is the Honorary Treasurer of the Association of Financial Advisers (Singapore).

Ben is also a well-recognised face in the financial advisory industry. He have been conducting lectures and seminars for various financial institutions in Singapore for more than 16 years.

Ben has a Bachelor degree in Finance; a Master degree and a Doctoral degree from the University of Canberra, Australia.

Professionally, he is a Chartered Financial Consultant (ChFC®), Certified Financial Planner (CFP®) and Trust and Estate Practitioner (STEP).

In 2016, Ben was conferred the IBF Fellow award by the Institute of Banking and Finance Singapore (IBF).

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Louise Thean
Head of Strategic Alliance, Global

Ms. Louise Thean has more than 20 years of experience in the financial industry. She comes with experience across compliance , client servicing and project management with AXA Wealth Management and Standard Chartered Bank.

Prior, she was heading the Operations with International Planning Group ( IPG ) where she had broad operational experiences in serving Private Bank's advisory teams, to efficiently support the deliverance of wealth structuring planning solutions for their High Net Worth Clients.

Louise recently joined Grandtag in 2016 as Strategic Alliance, Global. She is responsible for strengthening, expanding alliances with financial institutions across the region and working closely with client relationship managers to increase their resources and creating opportunities for new business.

Her role in Grandtag is instrumental in strengthening and enhancing Grandtag's strategic position to expand the market presence.

Louise holds Professional Advisory Qualifications and has certification in Leadership Programmes.

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Gollum Shau
Managing Director, North Asia
CFPCM(HK), CFP®(Can), 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.

Current president of LOMA Society of Hong Kong. Life Office Management Association is one of the most well-known professional organizations in life insurance industry in the world. It was founded in USA more than 90 years ago and its Hong Kong Chapter has been around for 40 years.

At the turn of the millennium, founded the Institute of Financial Planners of Hong Kong (IFPHK) together with several professionals in the financial planning industry of Hong Kong. Elected as member of the founding board of directors for a term of 2 years. Successfully introduced the Certified Financial Planner (CFPCM) professional designation programme into Hong Kong.

A member of the Insurance Training Board of the Vocational Training Council (VTC) of the Hong Kong Government for two terms (2009 to 2013).

A member of the Insurance - Industry Training Advisory Committee (ITAC) (second term) of the government’s Qualification Framework. Both the Insurance Training Board of VTC and the ITAC are the largest advisory committees at the government level in Hong Kong.

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Our Specialist Team

Our professional team of dedicated specialists and experts work closely to deliver a unique and holistic range of services approach to our valued clients.

Our passion for Wealth, Health and Legacy Planning is not only driving the success of our business but of our people, too.