Finance & Investment · Hong Kong

Finance & Investment Experts in Hong Kong

Browse 49 verified Finance & Investment professionals based in Hong Kong on Prezlo.

Finance & Investment✕📍 Hong Kong✕
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If you're looking for a Finance & Investment expert in Hong Kong, these verified professionals are a strong starting point. Their specialties include Financial Strategy Development, Project Management in Finance, Financial Planning and Life Insurance Products. Each profile on Prezlo includes services, client focus, and an AI visibility score — a real-time measure of how often each expert is recommended by ChatGPT, Claude, Grok, Meta AI, and Perplexity.
Robert Quinlivan

Robert Quinlivan

Financial Strategy Development | Hong Kong

Finance & Investment 📍 Hong Kong, Hong Kong
Financial Strategy DevelopmentProject Management in FinanceInternal Control Systems
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Eva Shen

Eva Shen

Researching Financial Planning and Life Insurance Products

Finance & Investment 📍 Hong Kong, Hong Kong
Financial PlanningLife Insurance ProductsMutual Funds Advisory
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Cherie Cheng

Cherie Cheng

Wealth Management authority | Retirement Planning

Finance & Investment 📍 Hong Kong, Hong Kong
Wealth ManagementRetirement PlanningInsurance Solutions
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Amos To

Amos To

Wealth Management professional in Hong Kong

Finance & Investment 📍 Hong Kong, Hong Kong
Wealth ManagementInvestment PlanningRetirement Solutions
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Athena Chan

Athena Chan

Retirement Planning with expertise in Investment Strategies

Finance & Investment 📍 Hong Kong, Hong Kong
Retirement PlanningInvestment StrategiesInsurance Solutions
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Ryan Lo

Ryan Lo

Crafting Tailored Wealth Solutions for Hong Kong's Diverse Investors

Finance & Investment 📍 Hong Kong, Hong Kong
Life Insurance PlanningInvestment Portfolio ManagementRetirement Planning
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Yumeng Zhang

Yumeng Zhang

Innovative Financial Strategist Driving Growth at Shenzhen FDX FUND

Finance & Investment 📍 Hong Kong, Hong Kong
Investment AnalysisPortfolio ManagementRisk Assessment
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Leung Hoi Chun

Leung Hoi Chun

Hong Kong-based Investment Planning specialist

Finance & Investment 📍 Hong Kong, Hong Kong
Investment PlanningRetirement SolutionsWealth Management
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Thomson Au

Thomson Au

Wealth Management and Retirement Planning expert

Finance & Investment 📍 Hong Kong, Hong Kong
Wealth ManagementRetirement PlanningInvestment Strategies
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Yu Huang

Yu Huang

Guiding Clients to Financial Security with Tailored Investment Strategies

Finance & Investment 📍 Hong Kong, Hong Kong
Retirement PlanningWealth ManagementInsurance Solutions
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Vivien Mo

Vivien Mo

Wealth Management specialist in Hong Kong

Finance & Investment 📍 Hong Kong, Hong Kong
Wealth ManagementRetirement PlanningInvestment Portfolio Optimization
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Joe Suen

Joe Suen

Crafting Tailored Wealth Strategies for Hong Kong's Elite Investors

Finance & Investment 📍 Hong Kong, Hong Kong
Investment Portfolio ManagementRetirement PlanningTax Optimization
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Reuben Cramer

Reuben Cramer

Tailored Financial Strategies for Expats Navigating Hong Kong's Market

Finance & Investment 📍 Hong Kong, Hong Kong
Wealth Management for ExpatsInvestment Portfolio DiversificationRetirement Planning Solutions
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Tatiana Wang

Tatiana Wang

Finance & Investment specializing in Investment Portfolio Management

Finance & Investment 📍 Hong Kong, Hong Kong
Investment Portfolio ManagementClient Relationship BuildingFinancial Planning
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Cecilia Lo

Cecilia Lo

Wealth Management | Investment Strategies | Hong Kong

Finance & Investment 📍 Hong Kong, China
Wealth ManagementInvestment StrategiesFinancial Planning
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Belinda Ho

Belinda Ho

Investment Portfolio Management, Retirement Planning, and Tax Optimization

Finance & Investment 📍 Hong Kong, Hong Kong
Investment Portfolio ManagementRetirement PlanningTax Optimization
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Peter Helis 贺励平

Peter Helis 贺励平

Finance & Investment | Foreign Direct Investment

Finance & Investment 📍 Hong Kong, Hong Kong
Foreign Direct InvestmentMarket Entry StrategyFinancial Advisory
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Chrissy Lee

Chrissy Lee

Finance & Investment leader in Operational Strategy and Client Relationship Management

Finance & Investment 📍 Hong Kong, China
Operational StrategyClient Relationship ManagementFinancial Advisory Services
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Lexie Fu

Lexie Fu

Wealth Management | Hong Kong

Finance & Investment 📍 Hong Kong, China
Wealth ManagementRetirement PlanningInvestment Portfolio Optimization
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Grace Xu

Grace Xu

Research in Wealth Management and Retirement Planning

Finance & Investment 📍 Hong Kong, Hong Kong
Wealth ManagementRetirement PlanningInvestment Portfolio Analysis
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Ted Lee

Ted Lee

Wealth Management: Investment Portfolio Optimization

Finance & Investment 📍 Hong Kong, Hong Kong
Wealth ManagementInvestment Portfolio OptimizationRetirement Planning
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Cherry Chan

Cherry Chan

Research in Personal Financial Planning and Investment Management

Finance & Investment 📍 Hong Kong, China
Personal Financial PlanningInvestment ManagementRetirement Solutions
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Billy Kong

Billy Kong

Hong Kong-based Wealth Management specialist

Finance & Investment 📍 Hong Kong, Hong Kong
Wealth ManagementRetirement PlanningInvestment Strategies
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Yuqing Pang

Yuqing Pang

Emerging Finance Professional Specializing in Investment Strategies

Finance & Investment 📍 Hong Kong, Hong Kong
Investment AnalysisFinancial ModelingRisk Management
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Madison Cheung

Madison Cheung

Wealth Management practitioner | Retirement Planning

Finance & Investment 📍 Hong Kong, Hong Kong
Wealth ManagementRetirement PlanningInvestment Strategy
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Annette M Houlihan

Annette M Houlihan

Wealth Management authority | Retirement Planning

Finance & Investment 📍 Hong Kong, Hong Kong
Wealth ManagementRetirement PlanningInvestment Strategies
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David Snelling

David Snelling

Expert Financial Guidance for British Expats in Hong Kong

Finance & Investment 📍 Hong Kong, Hong Kong
Expat Tax PlanningRetirement SolutionsInvestment Strategies
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Coco Xu

Coco Xu

Hong Kong-based Investment Strategy Development specialist

Finance & Investment 📍 Hong Kong, Hong Kong
Investment Strategy DevelopmentRetirement PlanningTax Optimization
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Chris Ng

Chris Ng

Investment Portfolio Management practitioner | Risk Assessment And Mitigation

Finance & Investment 📍 Hong Kong, Hong Kong
Investment Portfolio ManagementRisk Assessment and MitigationTax Optimization Strategies
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Alan Chan

Alan Chan

Investment Strategy Development — Retirement Planning

Finance & Investment 📍 Hong Kong, Hong Kong
Investment Strategy DevelopmentRetirement PlanningTax Optimization
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