This service is solely for personal and non-commercial use and general information and reference only. This information is strictly prohibited for distributing or made available to any person. The information in this website relating to funds is provided by Morningstar Asia Limited (“Information Provider”) to Chief Securities Limited (the "Company") unless otherwise specified. For technical reasons, certain information provided by Information Provider may be different from that supplied by the respective fund houses. Neither the Information Provider nor the Company guarantee or endorse the accuracy, reliability and completeness of the information provided by the Information Provider or that it is up-to-date, and that such information has not been independently verified by the Company. The Company disclaims liability for any errors, omissions, or inaccuracies in the information provided in this website. The Company also disclaims liability for any loss or damages resulting from the use of the information contained herein, or the inability to use such information or in connection with any error, interruption, delay in operation or incomplete transmission, line or system failure.

For information which is "Powered By" the Information Provider and other fund houses, it is being re-transmitted by the Company in the ordinary course of business to you for general information and reference purposes only.

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The relevant pages for funds have not been reviewed by the Securities and Futures Commission in Hong Kong ("SFC"). The information contained herein is for general information and reference purposes only and is not intended to provide professional investment or other advice. It is not intended to form the basis of any investment decision. Persons accessing this website should not make any investment decision based solely on the information and services provided herein. Before making any investment decision, persons accessing this website should take into account his/her own circumstances including but not limited to his/her financial situation, investment experience, and investment objectives, and should understand the nature, terms and risks of the relevant funds. Persons accessing these pages should obtain appropriate professional advice where necessary.

Investors should note that all investments involve risks (including the possibility of a loss of the capital invested), prices of funds may go up as well as down and past performance information presented is not necessarily a guide to the future performance. Investors should read the relevant fund’s offering documents (including the stated full text of the risk factors) and seek independent financial advice before making any investment decision. Smaller or emerging markets for funds can be more volatile than developed markets and can carry more risk. Independent financial advice should be taken before entering into any financial transaction. The information, contents and/ or features of the webpages are subject to change without notice.

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Meet our specialists

Our experienced team of experts provides you with the most comprehensive financial advice available. They can provide solutions which meet your specific needs and goals.

May Chow

Wealth Management Specialist

Investment and financial management are an essential part of our life which should be handled seriously. “Customer Focused”, “Professionalism”, and “Integrity” are our core values when delivering services to our clients. We will continue to accompany our clients throughout their investment journey and assist them in achieving financial success.

May joined Chief Group in 2016 as a Wealth Management Specialist with the mission to provide comprehensive wealth management services to clients.

May possesses a Bachelor Degree in Finance. She has over 10 years of experience in wealth management. Before joining the Group, she had worked for Hang Seng Bank, Shanghai Commercial Bank and The Bank of East Asia and gained varied experience to plan and manage investment portfolios for clients that suit their financial needs.

may_chow@chiefgroup.com.hk (852) 6296 1819 (852) 6296 1819

Wendy Chan

Wealth Management Specialist

Financial planning is a way of managing your wealth and brings together all aspects of personal finance to achieve your financial goals, such as getting married, purchasing house and retirement, etc. Effective financial planning not only provides you with hassle-free life but also leads you on the path to richness.

Wendy joined Chief Group in June 2017 as a Wealth Management Specialist with the mission to provide comprehensive wealth management services to clients.

Wendy has 22 years of experience in the banking industry. Before joining the Group, she had worked for Hang Seng Bank, Chong Hing Bank, Bank of China (Hong Kong) and OCBC Wing Hang Bank with extensive experience in providing clients with wealth management services, including life insurance, funds, and bonds investment.

Wendy possesses a Bachelor Degree in Business Administration and is also a Certified Financial Planner (CFP™).

wendy_chan@chiefgroup.com.hk (852) 5361 9513 (852) 5361 9513
CHIEF wealth hotline: 2500 9188
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