黃錦成

Wong Kam Shing, Matthew

创办人,兼首席执行官(CEO)

Founder & CEO

個人介紹

黄锦成先生為富饶家办的创办人,一直致力于建立一个专业、隐私度高且值得信赖的家族办公室,专注于"家族事务"的长远规划,协助客户实现财富跨世代传承。黄先生自1985年投身财富管理行业,深耕家族财富保障与传承领域,为客户制定具前瞻性的资产保护方案,涵盖人寿保险规划、预设医疗指示、遗嘱与遗产安排,以及家族资产的跨世代传承与管理。

在稳步拓展客户、确保业务持续拓展的同时,黄先生亦展现卓越的团队领导能力,成功打造多支专业团队,成员总数超过500人,其中包括:

  • 香港财富管理团队 - 专注于高端财富管理及家族资产配置;
  • 家族企业谘询团队 - 提供家族治理与企业传承规划方案;
  • MDRT(百万圆桌)女性精英团队 - 为高净值客户提供定制化的财富管理方案;
  • 大中华区家族服务团队 - 专为中国内地及海外家族企业和企业家提供资产配置、风险管理及家族传承建议。

除了财富管理领域,黄先生亦积极参与公益事业,创立了"生命关爱行动—保单捐赠"行动。这是香港首个由政府、保险业界与社会各界共同推动的公益计划,旨在推广生命教育,并倡导透过保单捐赠支持慈善事业,让财富发挥更深远的社会价值。

专业资格

  • 美国家族企业学院 - 家族企业顾问
  • 美国家族企业学院 - 家族财务顾问
  • 亚太财务策划协会 - 注册特许财务策划师
  • 香港财务策划师学会 - 核准退休顾问
  • 香港信托人公会 - 认可信托专业人员

Matthew Wong, the founder of WealthAxis, aims to establish a family office that prioritizes confidentiality, privacy, and the "business of family" through a trusted team. With a wealth management career spanning since 1985, Mr. Wong specializes in proactive protection strategies for clients, encompassing life insurance planning, advance directives, last will & estate planning, and transgenerational wealth succession.

Building a loyal clientele is the key to drive steady growth, Mr. Wong also has proven experience in team development. He currently leads multiple teams with over 500 members, including:

  • A Hong Kong-based wealth management team
  • A 2-tier family business advisory team
  • A women's MDRT team, and
  • - A Greater China Team - specialized in advising family-owned enterprises and entrepreneurs across the region.

Apart from business, Mr. Wong also is the founder of "LifeCare Movement - Policy Donation" , the first-ever government, insurance industry and community collaborative aimed at promoting life education and the advocating for the donation of portion of life insurance proceeds to charity in Hong Kong.

Professional Qualifications

  • Family Firm Institute (FFI) - Family Business Advising (CFBA)
  • Family Firm Institute (FFI) - Family Wealth Advising (CFWA)
  • Asia Pacific Financial Services Association - Fellow Chartered Financial Practitioner (FChFP)
  • Institute of Financial Planners of Hong Kong - Qualified Retirement Advisor (QRA)
  • Hong Kong Trustees' Association - Certified Trust Practitioner (CTP)

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