One of the largest independent life brokers in the world for high net worth individuals, Charles Monat Associates (collectively known as "CMA" or "Charles Monat"), has announced that it has appointed Mr Berry Wong for the role of Chief Executive Officer in Hong Kong.
Mr Wong will join the Operational Committee in order to enhance the firm’s product and service offering for high net worth clients in Hong Kong, as well as through its ongoing partnership with Willis Towers Watson (NASDAQ: WLTW), the leading global advisory, broking and solutions company.
He is an industry veteran with more than 22 years of experience in the banking and trust industry. Previously he was the Regional Head of Wealth Planning Services, Asia Pacific for BNP Paribas where he was responsible for enhancing the wealth planning services platform. Prior to joining BNP Paribas, Mr Wong was Senior Director, Wealth Planning Services of HSBC Private Banking with primary focus on expanding and developing the fiduciary services for wealthy family in Asia, including Greater China, The Philippines, Malaysia, Indonesia and Singapore.
Reporting to Mr Yves Guélat, Charles Monat’s Group Chief Executive Officer, Mr Wong's appointment comes as the
firm positions itself for the future and what is widely expected to be the biggest global transfer of wealth and
wealth re-distribution in the coming decades.