about
NEIL Y.
YONG YIN, CFA
EVERY CLIENT IS FAIRLY TREATED
As an independent investment consultant, I am dedicated to providing fee-based advisory services instead of operating on a commission-focused business model, as is common in traditional agencies and institutions. Regardless of the size of their wealth, every client deserves dedicated and unbiased financial advice, and the fee-based advisory service model allows for a more transparent and client-centric approach.
作為獨立的投資顧問,我致力於提供基於收費的咨詢服務,而不是運營基於佣金的商業模式,這是傳統機構和機構常見的做法。每位客戶都應該得到專注和公正的財務建議,無論他們的財富規模如何,而基於收費的咨詢服務模式可以實現更加透明和以客戶利益為導向的業務關係。
CFA CHARTER HOLDER
The CFA, or Chartered Financial Analyst, designation is a globally recognized credential for investment professionals. The CFA charter signifies a commitment to the highest standards of professionalism, their expertise is particularly valuable in investment decision-making, risk management, and navigating complex financial environments.
CFA(特許金融分析師)持證人
作爲投資專業人士全球公認的資格,CFA特許資格象徵著對最高專業水準的承諾,他們的專業知識在投資決策、風險管理和應對複雜的金融環境方面尤其有價值。
WORK
EXPERIENCE
A former banker working with Standard Chartered Bank (HONG KONG). Have over 10 years of work experience in advisory services providing private wealth solutions to individual investors in retirement planning, investment strategy, and risk management on a customized basis.
曾任職於渣打銀行(香港)。在提供個性化的財富解決方案方面擁有超過10年的諮詢服務工作經驗,擅長為個人投資者提供客制化的投資策略和風險管理咨詢服務。
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MSc Economics UK
Earned my Master of Economics from the University of Glasgow, specializing in Financial Forecasting and Investment. This comprehensive program provided a deep dive into essential areas of finance, with a focus on investment analysis, portfolio management, and financial modeling. It is instrumental in shaping and providing a solid foundation for my career in the dynamic field of finance.
英國格拉斯哥大學經濟學碩士學位,主修金融預測與投資。
英國格拉斯哥大學經濟學碩士學位,主修金融預測與投資。
”你可以聘請持有MBA學位的人,但你不一定知道的是,每個MBA都是一樣的。如果你聘請擁有CFA資格的投資專家,你對他們的執業資格水準絕對有信心。“
詹妮·約翰遜,富蘭克林鄧普頓,首席營運官/總裁
WHY independent Consultant
Selecting a fee-only or fee-based independent investment consultant comes with compelling reasons. Unlike commission-based advisors, independent investment consultant offers maximum transparency, ensuring clients are fully informed about fees and transactions. Furthermore, the client-centric approach of investment consultant stands out, as they genuinely care about every client, regardless of their asset size, in contrast to commission-based counterparts. This commitment to individualized care extends to providing continuous high-quality service, offering clients stability without the concern of frequent advisor changes. Choosing an independent investment consultant means opting for transparency, genuine client care, and consistent, high-quality service that brings stability to the financial advisory relationship.
選擇獨立財務顧問有著引人入勝的理由。與以佣金為基礎的顧問相比,獨立投資顧問以收取咨詢費用為利潤基礎,該種模式提供最大程度的透明度,確保消除產品選擇與交易過程中的利益衝突與道德風險。此外,與以佣金為基礎的顧問相比,獨立投資顧問的以客戶為尊的態度更為突出,他們真正關心每一位客戶,不論其資產規模大小。這種對個別關懷的承諾延伸到提供持續高品質的服務,為客戶提供穩定性,免去對頻繁更換顧問的擔憂。選擇獨立投資顧問意味著選擇透明度、真正的客戶利益關懷,以及穩定提供高品質服務的咨詢夥伴關係。
MY Happy Clients!
Jemma Stone
CEO, Acme Industries
Kelly Joe
CEO, Acme Industries
Stella Alba
CEO, Acme Industries