The Hong Kong office gives Lioner’s Asia high net worth clients access to a broad spectrum of value-added financial consultancy services ranging from corporate governance, tax planning and legal expertise. It will help the group provide better services to its clients in Asia, Tony Chan, Lioner partner, said in a statement.
Katrina Chuk was appointed as managing director of Lioner. She will be focusing on growing the firm’s business in Greater China, particularly mainland China, to take advantage of the gap in the market for a “holistic financial service” for wealthy individuals.
Chuk is an industry veteran with more than 15 years’ experience across insurance brokerage, banking and securities industries. She specialises in handling complicated multi-party contracts and premium financing deals. Prior to Lioner, Chuk was senior vice president of International Planning Group.
“I am particularly excited about Lioner’s integrated approach that enables me to help clients tackle various challenges in the journey of wealth planning and succession planning,” she said in a statement.
Meanwhile, the government agency InvestHK said it was “happy to see Lioner choose Hong Kong as its regional base to offer its integrated financial services to clients in the region”.
“The city has a prudent and robust financial regulatory regime with a well-educated workforce, and the absence of capital control makes it an ideal place for Lioner to operate and manage its business in the region.” Charles Ng, associate director-general of Investment Promotion at InvestHK, said.
InvestHK set up a dedicated family office team earlier in the year, coinciding with the establishment of Lioner.
Founded by “ethnic Chinese partners”, according to the press statement, Lioner offers services for rich individuals, families and businesses with “unique and diverse needs”.