About Wealth Harbour
Corporate Philosophy
Safe Harbour for your Wealth, Navigator for Asset Value Growth
Wealth Harbour Investment & Management Co., Ltd. ("Wealth Harbour") is a Hong Kong based independent asset management firm that is managed by a group of experienced entrepreneurs, fund managers, business consultants and senior executives. Our brand "Wealth Harbour" symbolizes safe harbour to protect the wealth of our investors. While protecting the wealth of our investors, we are also happy to play the role of navigator, navigating asset value growth opportunities on the investment channel that is suitable for our investors' risk appetite.
We Brave the Wind and the Billows for your Investment Journey
Thanks to the advantages of our management team's fruitful and diversified background, professional knowledge, business network and channels, we devote to brave the wind and the billows in your investment journey and are dedicated to create innovative and sustainable asset management solutions to our clients.
Our Management Team
Matthew Y.K. Lam
Co-Founder, Director
Mr. Lam has over 18 years of experience in Business Management Consulting. He is currently the managing director of Conpak Management Consultants Limited, who is responsible for business management and consulting services such as financial advisory, corporate finance, and management consulting.
During 2012 to 2020, Mr. Lam was the Business Development Director of Conpak CPA Limited and the Head of Business Development from 2020 to 2022. Mr. Lam was responsible for business management and consulting services such as financial advisory, corporate finance, and management consulting.
During 2007 to 2012, Mr. Lam was the Executive Director of Matimes Group Limited. Mr. Lam was responsible for providing consulting service on initial business setups and business process improvements, and IT consultancy services.
Mr. Lam started his early career in HSBC Bank in Canada and worked in various departments from 2002 to 2007.
Mr. Lam holds an MBA from Fudan University in Shanghai and a Bachelor's degree in Accounting and Finance from Thompson Rivers University in Canada.
Jacky Wong, CFA
Managing Director
Prior to joining Wealth Harbour, Mr. Wong worked in various asset management companies and financial institutions, including a boutique investment bank Viipark Financial Group, hedge fund management company East Park Investment Management Co. Limited and HSBC Private Bank, where he involved in managing and providing asset management and private banking services to family offices, professional investors, and enterprises in the Greater China area. In the past 6 years, he worked as Director, Investment Manager and Compliance Manager where he was responsible for managing fund products and business operations of Investment Management and Securities Divisions in Viipark and East Park.
Partnered with senior portfolio managers in the asset management industry, Mr. Wong was involved in managing several hedge funds and discretionary investment portfolios focusing on the Greater China market as the core investment strategy and covering asset classes of equities, derivatives, and private equity investments. Besides, Mr Wong management experience includes development of fund products, equities and industry research, trading, regulatory compliance as well as fund house business operations.
Mr. Wong is a CFA charter holder and received his Bachelor of Business Administration major in Finance from the City University of Hong Kong. He is a SFC licensed responsible officer for managing and conducting Type 4 (Advising on Securities) and Type 9 (Asset Management) regulated activities in Hong Kong.
Private Equity Team
Martin Mok
Senior Managing Director
Mr. Mok has over 27 years of experience in investment management and management consulting, among which 24 years was in private equity fund management. Mr. Mok has successively worked at various internationally renowned financial institutions, private equity funds, investment bank and management consulting firm including CVC Capital Partners, EQT Partners, Goldman Sachs, McKinsey & Company. He held various senior management positions including department head and partner who was responsible for leading investment projects and making investment decisions.
From 2006 to 2020, Mr. Mok served as a partner and head of Asia Mid Market at EQT Partners. He was responsible for 12 private equity investment projects out of 25 control and co-control deals under EQT Asia at that time. Mr. Mok achieved excellent investment performance across thematic sectors. Prior to his time with EQT, Mr. Mok served as the senior vice president of Investor Asia Limited, the predecessor of EQT Partners, from 2001 to 2006, and was promoted to partner and senior partner in 2009 and 2014 respectively.
From 2021 to 2022, Mr. Mok served as a senior managing director at CVC Capital Partners, where he was responsible for sourcing and executing control or co-control private equity transactions in China, or regional Asian companies which generate revenue across multiple jurisdictions.
Mr. Mok holds a Bachelor of Arts and Master of Arts (with honors) in Economics from the University of Cambridge. In the 1990s, Mr. Mok achieved a perfect 10A in his Hong Kong Certificate of Education Examination (HKCEE) and later received a merit-based UK/HK scholarship for full tuition and expenses from the University of Cambridge in the UK. Mr. Mok started his early career in investment management and management consulting from 1997 to 2001, and worked as a business analyst at McKinsey & Company, and as an investment associate at Goldman Sachs.
Brian Tong
Managing Director
Mr. Tong has 9 years of experience in private equity and investment banking. He worked as a Vice President in EQT Partners and investment banking analyst in UBS.
Mr. Tong holds a Bachelor of Arts and Master of Arts(with honors) in Economics from University of Cambridge, Master of Science in Finance and Economics from LSE and Master of Science in Computer Science from Georgia Institute of Technology.
Tian Tan
Managing Director
Mr. Tan has 9 years of experience in private equity and investment banking. He worked as a Vice President in EQT Partners, investment banking Associate and Analyst in Credit Suisse and principal investment Analyst in Macquarie.
Mr. Tan holds a Bachelor of Arts in Economics and Mathematics from New York University.
Our services are only available for professional investors as defined by the SFC*,
Please contact us for more information.
*The threshold for individual professional investors specified under the Securities and Futures Ordinance is required to hold 8 million Hong Kong dollars or other currency equivalent assets, including:
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Investments (including stocks, bonds, unit trusts, equity linked investment and more) based on market value
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Certificates of Deposit (CDs)
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Cash or cash equivalent deposits