OUR TEAM

We make your assets
work for you

Well-rounded Professionals

Benefit From Our Years Of Expertize

Our founding partners have more than 30 years of experience in the private equity and banking industries and more than 40 years of experience in wealth management. That means we have a wealth of expertize in strategic asset investment.

Our Experience Is
Global

The success of Axiom’s investment strategies reflects the in-depth knowledge of our advisors. Our advisors have worked in the wealth management sector in major financial capitals across the world, from Hong Kong to New York and London. Our strength is our experience.

We Understand Investment In A Volatile Market

The global marketplace is increasingly unstable. But our team knows exactly how to navigate that volatility in order to get the best out of every opportunity. We’ll make your wealth work for you.

1Robert Chiu - Managing Director

SERVING HONG KONG

Robert Chiu is a significant shareholder and General Manager {RO of both Type 4 & 9 License under the Securities Futures Commission (SFC) in HK} of Axiom Investment Management Limited, an asset protection and management advisory company opened since 1996 and licensed (ADC118) since 2004 under Type 4 Advising in Securities and 9 Asset Management Regulated Activity (RA) issued by the Securities and Futures Commission (SFC) in Hong Kong.

Bob is also a Senior Partner with Aktis Capital Advisory limited, an asset management and private equity company licensed by the Securities & Futures Commission of Hong Kong. He is a member of the Board of Directors of the First American International Bank in New York.

Previously, Bob was the CEO, Executive Chairman, and Non-Executive Chairman Asia Pacific Region of EFG Bank AG from 2000 to April, 2016. He was also a member of the Board of Directors of EFG International and EFG Bank from 2013 to 2016.

Prior to joining EFG, Bob was the Managing Director & General Manager of Republic National Bank of New York (1993 – 1999), responsible for the Bank’s private banking business for the Asia Pacific Region.

Previously, Bob was the Global Head of Private Banking, Equitor Group of Standard Chartered Bank (1990-1992) and Head of Private Banking, Asia Pacific Region (1987-1990). He had also worked for Citibank, Hong Kong and New York for eleven years.

Bob was educated in the States. He obtained a Bachelor of Science at Columbia University in 1971 and Master of Business Administration at the University of Chicago in 1973.

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2Philip Niem - Chief Investment Officer

SERVING HONG KONG

Philip Niem has been involved in the wealth management & investment banking field for over 30 years. Mr. Niem received his Bachelor of Science in Accounting and Finance from the London School of Economics, England. He has been granted membership of the Institute of Chartered Accountants in England and Wales.

Philip is now Chief Investment Officer {LR of both Type 4 & 9 License under the Securities Futures Commission (SFC) in HK} of Axiom Investment Management Limited, an asset protection, and management advisory company opened since 1996 and licensed (ADC118) since 2004 under Type 4 Advising in Securities and 9 Asset Management Regulated Activity (RA) issued by the SFC in Hong Kong.

Philip has served in various senior roles including: Head of North Asia Investment Counselor team Bank of Singapore, Hong Kong, Head of Discretionary Portfolio Management, Barclays Wealth Hong Kong, Head of Regional Research, AXA Investment Managers Hong Kong, Head of Hong Kong Research, HSBC Hong Kong , Head of Hong Kong Research, Hoare Govett Asia.

Philip also serves on the Board of Common Purpose Hong Kong, which runs leadership development programs in Hong Kong and on the Board of Viva Hong Kong a Charity dedicated to releasing children from poverty and abuse worldwide.

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3John Leung - Operations Manager

SERVING HONG KONG

John Leung has been involved in finance and accounting field for over 15 years.

He is now Manager, Operations {LR of both Type 4 & 9 License under the Securities Futures Commission (SFC) in HK} of Axiom Investment Management Limited, an asset protection and management advisory company opened since 1996 and licensed (ADC118) since 2004 under Type 4 Advising in Securities and 9 Asset Management Regulated Activity (RA) issued by the SFC in Hong Kong.

Prior to Axiom, John was Accounting Manager of KCG Securities Asia Limited (Licensed corporation under Hong Kong SFC of Type 1, 4, 6 & 9 Regulated Activities). For the Manage-In-Change of finance and accounting, he was not only responsible for financial reporting (e.g. monthly and daily FRR); but also participated and supervised the overall back-office operations in the company. As head of Accounting Department and Settlement Department, his daily management work performed an important role to safeguard client’s money and securities under SFC regulations. He successfully established a system that combined cash flow, settlement and accounting procedures in order to manage the timely and proper operations of back-office.

Before that John worked, for over 10 years, in various accounting and internal audit roles with companies operating in the finance and commercial industry.

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4Priscilla L.S. Wong - Vice President

SERVING HONG KONG

Ms. Wong has over 25 years of experience in the wealth management & private banking industry. She won the HSBC Foundation Fund - University of Bath scholarship and graduated with a Bachelor of Science (Hon.) in Business Administration from the University of Bath, United Kingdom.

Ms. Wong is now Vice President of Axiom Investment Management Limited, an asset protection and management advisory company opened since 1996 and licensed (ADC118) since 2004 under Type 4 Advising in Securities and 9 Asset Management Regulated Activity (RA) issued by the SFC in Hong Kong.

Ms. Wong is a seasoned Client Relationship Manager specializing in HK, Macau & Mainland China wealth management marketing and development. Before joining Axiom, her career began with top Swiss and US banking corporations, including UBS AG, Credit Suisse, EFG Bank and East West Bank, advising high- and ultra-high net-worth clients on portfolio management and wealth structuring.

Ms. Wong successfully obtained the Certified Private Wealth Professional (CPWP) Certification from the Private Wealth Management Association (PWMA) in 2015. She was admitted as member of the Certified Financial Management Planner (CFMP), Associate AML Professional (AAMLP) and Certified Retail Wealth Professional (CRWP) of the Hong Kong Institute of Bankers (HKIB) in 2015, 2017 and 2019 respectively.

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5Antoine Kuo - Alliance Partner

SERVING HANGZHOU

Antoine Kuo, with 27 years of experience in cross border finance and asset protection, is a distinguished professor at Han Qing advanced institute of economics and finance of China Ren Min University, and founder of Griffin Plutus Family office. Mr. Kuo specialized in equity and conflicts law, and began to operate offshore asset protection structure, tax structure in Caribbean and Channel Islands since the early 90s. Mr. Kuo has appointed as director at Bank of Singapore/IFG , Senior director of private banking division at Citic Bank (Hong Kong), Vice President at EFG bank and other positions. In 2008, Mr. Kuo won the Best financial innovation award from Shanghai Securities news for introducing the first chinese trust of trusts structure with Ping An Trust. In 2016, he has successfully obtained the Jin Zhen award for the best Chinese family wealth manger, and the practical contribution award in offshore and cross border” from the family office magazine. In 2017, Mr. Kuo has continuously to received numerous rewards such as Pioneer award presented by GAFF China mainland family office, Chinese family wealth management industry opinion leader award from the Asia private banking association, FOTT Best offshore outsource agency award, CIGS special personal contribution award, CLPA Best family office and other awards. Mr. Kuo was honored as the ambassador of Wealth management by the Guernsey government, and he is currently serving as the vice chairman of Hong Kong family office association, the executive Chairman of china IFA alliance.

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6Yangde Qian - Assistant Vice President

SERVING FUZHOU

A graduate of Fujian Normal University with a Bachelor's Degree in Law, Qian Yangde currently serves as Axiom’s Assistant Vice President (VP). Prior to joining the Axiom team, Qian served as VP for the Private Banking division of Ping An Bank Co., Ltd, managing customer assets exceeding RMB1 billion and serving over 100 families with high net worth clients. Not only did he assist clients to purchase assets through the bank ,Qian also assisted with planning family trusts as part of succession planning for a varying degree of clients.

Under Qian’s supervision, the bank successively undertook group channels and resources from bank integration, growing its client portfolio over time. Through efforts to continuously improve and introduce high-net-worth customers to deposit in the bank, purchase assets, and also engage customized design in the family asset protection area. Qian ensured clients were well served: not only by resolving their current asset allocation challenges, but also plan ahead their liquidity pensions and address any property inheritance challenges posed by clients or their families.

Outside of his duties with Axiom, Qian continues to study and acquire more skills to keep up to date with the latest trends within the developing financial industry; most recently passing the CWMA International Wealth Manager exam. Qian also recently acquired a MBA degree in Financial Management from North Central University in Minneapolis, USA. This serves as an important step to lay the foundation for Qian’s in-depth wealth and asset management financial knowledge; having been able to explore the global financial markets and intellectually interact with the top Beijing Tsinghua University professors during his studies.

Through these tertiary studies that cover finance, taxation, investment, family planning and other areas of professional financial wealth planning & management knowledge, ensure Qian can continue to serve clients of Axiom to his best degree.

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7Claire Dong - Assistant Vice President

SERVING SHENZHEN

Ms. Dong has been involved in the wealth management & investment banking field for over 10 years. Ms. Dong graduated from Hunan University, PRC in 2008 with a Bachelor’s of Science degree in Economics, majoring in Financial Engineering.

Claire Dong is now Assistant Vice President of Axiom Investment Management Limited, an asset protection and management advisory company opened since 1996 and licensed (ADC118) since 2004 under Type4 Advising in Securities and 9 Asset Management Regulated Activity (RA) issued by the SFC in Hong Kong.

Prior to the current position, Claire Dong worked as an investor relations manager in the asset management department of Zero2ipo Ltd. She was engaged in the fund-raising of PE/VC funds and projects, the maintenance of investor relations for 2 years of work. Before that, she served as the branch manager of China Merchants Bank in Shenzhen, and was engaged in the wealth management of high net worth clients, and managed to lead the financial team of the department for 8 years.

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8Ethan Wang - Lawyer

SERVING SHANGHAI

Ethan focuses on the cases of marriage and family related issues. He has dealt with over several hundreds of cases, including domestic and foreign cases, those cases were usually significant and complex and the amount of money involved was gigantic too. Therefore, Mr. Wang accumulated rich practical experience and sophisticated litigation skills. The jobs he has done reflect his scrupulousness, meticulousness and excellent negotiation skills with cases related person. He is excellent at significant and complex marital or inheriting cases.

Recently, Ethan established a profound study on civil trust. Besides the publication of the academic reviews, he comprehensively integrated civil trust with marital and family-related cases in his practice. In the first half year of 2013, he successfully designed and dealt with the first trust case concerning child-care expense in China, which created a great stir in the industry. The success of the case was a milestone in developing the legal business in private wealth management, such as the business concerning civil trust and family trust.

Mr. Wang has been invited to lecture in the Faculty of Advocate, Renmin University of China and the Faculty of Advocate of Shanghai. He has also conducted the training programs in many private banks, trust companies, family offices and other institutions.

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