譚智峰

家族辦公室 - 副總裁

譚先生現任富饒家族辦公室副總裁。自2008年進入財富管理行業以來，他擁有超過10年的財富管理經驗，並協助眾多香港和內地家庭進行海外資產配置和家族信託安排。他堅信，全面的家族財富計劃不僅可以促進客戶的財富增長，還能使財富繼承到下一代。

譚先生畢業於加拿大英屬哥倫比亞大學，並持有由全球金融與管理學院 GAFM 頒發國際認可的全球財富管理師 (CWM) 證書。

在早年職業生涯中，他還曾在北美工作，深入了解美國和加拿大的稅務、投資和信託安排。通過不同地區的法律和稅收優惠，譚先生成功為許多家庭安排了孩子的海外教育、移民前稅收安排和海外資產配置，實現了更好的財富管理安排。

譚先生經常前往香港、內地、澳門、台灣和南亞拜訪家族和企業，以更深入地了解家族和企業問題。憑藉其豐富的個人經驗、專業知識和優秀的團隊支持，譚先生能夠為客戶提供適當的財富管理建議和信託安排。.

謝佩儀小姐

家族辦公室 - 副總裁

Adventist Charitable Foundation - Consultant

YF Life Insurance International Ltd - Senior Wealth Management Manager

Hong Kong Trustees’ Association - Trust Training Certificate (TTC)

Institute of Financial Planners of Hong Kong - Qualified Retirement Advisor (QRA)

Medical Laboratory Technologist Board Hong Kong - Medical Laboratory Technologist Part I

The International Academy of Cytology - Qualified Cytotechnologist

胡秀慧小姐

家族辦公室 - 副總裁

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.

殷同慶先生

家族辦公室 - 副總裁

Mr. Rinson Yin is currently the Family Office Advisor of WealthAxis Family Office. Since joining the wealth management industry in 2011, he got not only over ten years of experience in the wealth management industry, but also has extensive experience, deep knowledge, and unique insights in various aspects of the industry, including asset management, family trusts, estate planning, and capital investment entity scheme planning for Hong Kong immigrants. He believes that diversified asset allocation, comprehensive understanding of asset classes and rigid risk management could help build and preserve wealth.

Mr. Yin graduated from Dongguan University of Technology with LLB. With his intellectual and general legal skills, and solid experience in wealth management, he has been serving clients in mainland China, Hong Kong, Macau, Taiwan, the United States and Middle East.

He is recognised internationally as top 5% financial services professionals in the life insurance and financial services business for 9 consecutive years. He is also a fellow of Life Management Institute (LOMA) and a Qualified Retirement Advisor of IFPHK, consistently demonstrating an exceptional professional knowledge, strict ethical conduct and capable to provide an outstanding client services.

林萌小姐

家族辦公室 - 副總裁

黃國杰先生

家族辦公室 - 副總裁

Mr. Anthony Wong is currently the Wealth Management Consultant of WealthAxis Private Family Office and the District Manager of YF Life Insurance International Limited. Since joining the wealth management industry in 2017, he has assisted over 170 clients from Hong Kong and Mainland with asset out of the country.

Mr. Wong studied Accounting and Finance in the University of Southampton in UK. Now he holds an internationally recognized Qualified Retirement Adviser(QRA) certificate issued by the Institute of Financial Planners of Hong Kong.

Mr. Wong found that the most satisfying achievement is helping his friends and their families to benefit from a reliable wealth management so they can enjoy euphoria.

Donney Tang

家族辦公室 - 副總裁

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Frankie Ip

家族辦公室 - 副總裁

Mr.Ip Tsz Fai is an advisor of WealthAxis Family Office and was appointed as the unit manager of YF Life Insurance International Ltd. Mr.Ip has a comprehensive understanding in wealth management and retirement planning as he has assisted numerous families in just a few years. He also obtained the Qualified Retirement Advisor issued by the Institute of Financial Planners of Hong Kong as well as the Best Financial Planner Award from the Life Underwriters Association

After graduated from the City University of Hong Kong, Mr.Ip has experience working in logistics department of the insurance industry, and has had positions in surveyor and claims department. He is particularly knowledgeable about property insurance, commercial corporate insurance and claims. With extensive experience in claims settlement, Mr.Ip has managed corporate commercial insurance for many SME shareholders and helped with retirement and personal asset management.

Mr.Ip is adamant that the team support of WealthAxis Family Office and his own professional expertise can offer SME entrepreneurs one-stop services for both personal wealth and business risk management.

John Tsui

家族辦公室 - 副總裁

Mr.Ip Tsz Fai is an advisor of WealthAxis Family Office and was appointed as the unit manager of YF Life Insurance International Ltd. Mr.Ip has a comprehensive understanding in wealth management and retirement planning as he has assisted numerous families in just a few years. He also obtained the Qualified Retirement Advisor issued by the Institute of Financial Planners of Hong Kong as well as the Best Financial Planner Award from the Life Underwriters Association

After graduated from the City University of Hong Kong, Mr.Ip has experience working in logistics department of the insurance industry, and has had positions in surveyor and claims department. He is particularly knowledgeable about property insurance, commercial corporate insurance and claims. With extensive experience in claims settlement, Mr.Ip has managed corporate commercial insurance for many SME shareholders and helped with retirement and personal asset management.

Mr.Ip is adamant that the team support of WealthAxis Family Office and his own professional expertise can offer SME entrepreneurs one-stop services for both personal wealth and business risk management.