Matthew Wong

Founder and Chief Executive Officer

Mr. Matthew Wong is the Founder & CEO of WealthAxis Private Family Office/ He has been in the wealth management industry since 1985. He firmly believes that insurance would provide everyone's need for protection, so as to achieve peace of mind. He adopted "Helping others achieve their dreams helps us achieve ours" as his motto.

He has a comprehensive internationally certified financial management qualification, including Fellow Chartered Financial Practitioner (FChFP), a member of the Family Firm Institute (FFI), and has achieved the LUA Distinguished Manager Award (DMA) 10 times, etc.

He has held a number of dedicated positions in the wealth management industry, including President of the Life Underwriters Association. He is also the founder of the "LifeCare Movement," a charitable program launched in 2005 to promote the culture of policy donation amongst industry, insurance professionals, social welfare institutions, and the public.

Joe Tam

Vice President - Family Office

Mr. Joe Tam is currently the Vice President (Family Office) of WealthAxis Private Family Office. Since joining the wealth management industry in 2008, he has more than 10 years of wealth management experience and has assisted many Hong Kong and Mainland families with overseas asset allocation and family trust arrangements. He firmly believes that a comprehensive family wealth plan not only accelerates a client's wealth but also enables the wealth to be passed on to generations.

Mr. Tam graduated from the University of British Columbia (UBC) in Canada. Now he holds an internationally recognized Chartered Wealth Manager (CWM) certificate issued by the GAFM Global Academy of Finance and Management. Have a comprehensive understanding of wealth management and various investment vehicles.

In his early career, he also worked in North America, where he gained a thorough understanding of taxation, investment, and trust arrangements in the United States and Canada.In the past, many families have successfully arranged their children's overseas education, pre-migration tax arrangements, and overseas asset allocation through the laws and tax advantages of different regions, so as to achieve better wealth management arrangements.

Mr. Tam travels a lot to visit families and corporations in Hong Kong, Mainland China, Macau, Taiwan, and South Asia so as to gain a deeper understanding of family and corporate issues. With his rich personal experience, professional knowledge, and excellent team support, Mr. Tam is able to provide clients with appropriate wealth management advice and trust arrangements.

John Tsui

Vice President - Family Office

Mr. John Tsui is currently the Vice President (Family Office) of WealthAxis Family Office. He started his wealth management career in 2019 with a passion for helping families in China preserve their wealth and legacies, not to be squandered away indiscriminately. In the past few years, he has spent most of his time in China with his team to provide professional advisory as a role of family wealth inheritance planner. 

In addition to that, Mr. Tsui has over 10 years of extensive experience in the domestic and international real estate industry. He was the founder and director of the Hong Kong-based company Agentonline Limited, which focuses on commercial property consultancy services and was later acquired by a publicly traded company. He also has several years of entrepreneurial experience as a co-founder of JS Capital Limited, a Hong Kong-based property company that specialises in consultancy services ranging from overseas property investment and immigration to children's education. Prior to that, Mr. Tsui had been appointed as an Associate Director by Regent Holdings Limited and Savills Hong Kong.

Mr. Tsui graduated from City University of Hong Kong with a bachelor degree of art in Chinese Literature and Japanese Studies.

Melody Tse

Vice President - Family Office

Ms. Melody Tse is currently the Vice President (Family Office) of WealthAxis Family Office. She has a keen interest in holistic wealth planning and has been in the wealth management industry since 2019. She strives to provide holistic wealth management advice and solutions to individuals and families because she believes many financial decisions involve several interrelated considerations, consequences and across generations.

She passed the Qualified Retirement Advisor® examination in 2020 and is on her way to becoming a Hong Kong Trust Association-accredited Certified Trust Practitioner. She has experience of providing retirement, cash flow, investment, estate, and tax planning advice.

Before joining WealthAxis Family Office, Ms. Tse spent more than a decade working as a laboratory chemist in life science and healthcare sectors, with headquarters based in Asia. Throughout her years of medical care experience, she is able to integrate her expertise in life science with viable wealth planning strategy so as to assist her clients in achieving a "Healthy & Money-wise Living Lifestyle that brings true happiness in life."

Ms. Tse graduated with a BSc in Biomed Science from Napier University, Edinburgh in 1999.

Elsa Wu

Vice President - Family Office

Ms Elsa Wu is currently the Vice President (Family Office) of WealthAxis Family Office. Since joining the wealth management industry in 2017, she has more than 4 years of wealth management experience. Her works proven that a good financial planning can achieve one’s goal but also provide good protection to beloved one against the worse while a good wealth management can effectively grow and transfer wealth across generations.

Ms Wu graduated from Hong Kong Baptist University with BA (Hons.) in English Language and Literature and University of London with LLB. She is a Qualified Retirement Adviser issued by Institute of Financial Planners of Hong Kong. Now, she is also STEP Affiliate. She joins STEP is to uphold her high professional standards and connecting trust practitioners globally to share knowledge and best practice in order to provide international standard service to her clients.

With her experience in insurance and legal field, Ms Wu is able to provide financial and investment education, family governance, philanthropy coordination and succession planning.